Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,278 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $87.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
1,350
shares
|
$204,498
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,339
shares
|
$202,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
1,334
shares
|
$202,074
0.02% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
1,324
shares
|
$200,559
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
1,323
shares
|
$200,408
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
1,306
shares
|
$197,832
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,245
shares
|
$188,592
0.02% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,231
shares
|
$186,471
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,227
shares
|
$185,865
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,200
shares
|
$181,776
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,200
shares
|
$181,776
0.01% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,152
shares
|
$174,504
0.0% of portfolio
|
Q4 2024
Added 1087.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,117
shares
|
$169,203
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
1,101
shares
|
$166,779
0.03% of portfolio
|
Q4 2021
Reduced 15.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,100
shares
|
$166,628
0.01% of portfolio
|
Q4 2022
Added 10.0%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,058
shares
|
$160,265
0.05% of portfolio
|
Q4 2022
Added 701.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$157,387
0.01% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,033
shares
|
$156,478
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,024
shares
|
$155,115
0.02% of portfolio
|
Q4 2024
Added 3203.23%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$154,509
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$151,480
0.17% of portfolio
|
Q1 2025
Reduced 86.3%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
990
shares
|
$149,965
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
984
shares
|
$149,056
0.06% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
973
shares
|
$147,390
0.06% of portfolio
|
Q2 2021
Reduced 5.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
947
shares
|
$143,451
0.01% of portfolio
|
Q1 2025
Added 0.21%
|