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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,639
shares
|
$276,745
0.05% of portfolio
|
Q2 2025
Reduced 50.42%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,639
shares
|
$276,745
0.02% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,636
shares
|
$276,238
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
1,632
shares
|
$275,563
0.05% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,616
shares
|
$272,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
1,613
shares
|
$272,355
0.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,607
shares
|
$271,341
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,600
shares
|
$270,160
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
1,600
shares
|
$270,160
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
1,600
shares
|
$270,160
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
1,592
shares
|
$268,809
0.01% of portfolio
|
Q2 2025
Reduced 78.52%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,589
shares
|
$268,302
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,585
shares
|
$267,627
0.02% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
1,580
shares
|
$266,783
0.08% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
1,577
shares
|
$266,276
0.05% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,576
shares
|
$266,107
0.02% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
1,573
shares
|
$265,601
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,570
shares
|
$265,094
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,559
shares
|
$263,237
0.13% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
1,558
shares
|
$263,068
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,553
shares
|
$262,224
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
1,545
shares
|
$260,873
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,535
shares
|
$259,184
0.01% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,529
shares
|
$258,171
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,529
shares
|
$258,171
0.17% of portfolio
|
Q2 2025
Added 0.13%
|