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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
599
shares
|
$90,736
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
591
shares
|
$89,524
0.0% of portfolio
|
Q4 2024
Added 528.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
583
shares
|
$88,312
0.01% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
574
shares
|
$86,949
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
550
shares
|
$83,314
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
546
shares
|
$82,708
0.02% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
544
shares
|
$82,405
0.04% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
541
shares
|
$81,950
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
533
shares
|
$80,738
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$79,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
524
shares
|
$79,375
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
508
shares
|
$76,951
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
508
shares
|
$76,951
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
506
shares
|
$76,648
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$75,740
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$74,831
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
477
shares
|
$72,255
0.02% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
474
shares
|
$71,801
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
470
shares
|
$71,195
0.04% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
463
shares
|
$70,135
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
454
shares
|
$68,771
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
450
shares
|
$68,166
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
433
shares
|
$65,590
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
422
shares
|
$63,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$62,712
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|