Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,409 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,835
shares
|
$309,839
0.05% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
1,817
shares
|
$306,800
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,814
shares
|
$306,293
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,781
shares
|
$300,721
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,769
shares
|
$298,695
0.16% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,760
shares
|
$297,176
0.03% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,758
shares
|
$296,838
0.11% of portfolio
|
Q2 2025
Added 1483.78%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,750
shares
|
$295,487
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,747
shares
|
$294,980
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,746
shares
|
$294,812
0.01% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,742
shares
|
$294,136
0.08% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,736
shares
|
$293,123
0.01% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,731
shares
|
$292,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,717
shares
|
$289,915
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,715
shares
|
$289,577
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,709
shares
|
$288,564
0.02% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
1,700
shares
|
$287,045
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
1,699
shares
|
$286,876
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,692
shares
|
$285,694
0.02% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
1,678
shares
|
$283,330
0.0% of portfolio
|
Q2 2025
Reduced 99.04%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
1,661
shares
|
$280,459
0.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,652
shares
|
$278,940
0.12% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,649
shares
|
$278,433
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
1,648
shares
|
$278,264
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,642
shares
|
$277,251
0.01% of portfolio
|
Q2 2025
Added 10.57%
|