Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,153 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $75.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$18,617
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
135
shares
|
$18,617
0.0% of portfolio
|
Q2 2022
Reduced 32.5%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
133
shares
|
$18,342
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
133
shares
|
$18,342
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
131
shares
|
$18,066
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
129
shares
|
$17,790
0.0% of portfolio
|
Q2 2024
Added 158.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$17,652
0.01% of portfolio
|
Q2 2022
Added 4.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
125
shares
|
$17,238
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$16,549
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
117
shares
|
$16,135
0.0% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
117
shares
|
$16,135
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
115
shares
|
$15,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
115
shares
|
$15,859
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
115
shares
|
$15,859
0.0% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
113
shares
|
$15,583
0.0% of portfolio
|
Q3 2024
Added 76.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
106
shares
|
$14,618
0.0% of portfolio
|
Q4 2020
Added 56.6%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
106
shares
|
$14,618
0.0% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$14,480
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
105
shares
|
$14,480
0.01% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
104
shares
|
$14,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
103
shares
|
$14,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$13,791
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$13,791
0.01% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$13,791
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$13,791
0.01% of portfolio
|
Q1 2023
New holding
|