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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
945
shares
|
$143,148
0.06% of portfolio
|
Q2 2022
Reduced 25.71%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
937
shares
|
$141,936
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
936
shares
|
$141,785
0.03% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
929
shares
|
$140,724
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
910
shares
|
$137,846
0.01% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
883
shares
|
$133,756
0.03% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
860
shares
|
$130,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
836
shares
|
$126,637
0.03% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
825
shares
|
$124,970
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
814
shares
|
$123,304
0.01% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$121,183
0.05% of portfolio
|
Q1 2024
Reduced 10.11%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
785
shares
|
$118,911
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
775
shares
|
$117,396
0.01% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
740
shares
|
$112,095
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
736
shares
|
$111,489
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
733
shares
|
$111,034
0.02% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
720
shares
|
$109,065
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
716
shares
|
$108,459
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
715
shares
|
$108,308
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
700
shares
|
$106,036
0.01% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
695
shares
|
$105,278
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
691
shares
|
$104,672
0.02% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
680
shares
|
$103,006
0.0% of portfolio
|
Q4 2024
Reduced 66.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
662
shares
|
$100,279
0.02% of portfolio
|
Q1 2025
Reduced 65.05%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
653
shares
|
$98,916
0.12% of portfolio
|
Q4 2024
Added 1.4%
|