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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,524
shares
|
$257,327
0.21% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
1,524
shares
|
$257,327
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,521
shares
|
$256,820
0.01% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
1,520
shares
|
$256,652
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,519
shares
|
$256,483
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,512
shares
|
$255,301
0.05% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$253,275
0.03% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,496
shares
|
$252,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,490
shares
|
$251,586
0.16% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$251,248
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,487
shares
|
$251,079
0.04% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
1,487
shares
|
$251,079
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
1,479
shares
|
$249,729
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,476
shares
|
$249,222
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,472
shares
|
$248,547
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
1,466
shares
|
$247,534
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,461
shares
|
$246,689
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,460
shares
|
$246,521
0.02% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
1,460
shares
|
$246,521
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,460
shares
|
$246,521
0.01% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,459
shares
|
$246,352
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,459
shares
|
$246,352
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,458
shares
|
$246,183
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
1,455
shares
|
$245,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,452
shares
|
$245,170
0.03% of portfolio
|
Q2 2025
New holding
|