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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
1,448
shares
|
$244,494
0.17% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,446
shares
|
$244,157
0.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,439
shares
|
$242,975
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
1,422
shares
|
$240,104
0.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,421
shares
|
$239,935
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
1,406
shares
|
$237,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,400
shares
|
$236,390
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,397
shares
|
$235,883
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,395
shares
|
$235,545
0.01% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,388
shares
|
$234,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
1,386
shares
|
$234,026
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,384
shares
|
$233,688
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,382
shares
|
$233,350
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,381
shares
|
$233,181
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,380
shares
|
$233,013
0.07% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,379
shares
|
$232,844
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,369
shares
|
$231,155
0.04% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
1,366
shares
|
$230,649
0.01% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,362
shares
|
$229,973
0.08% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,360
shares
|
$229,636
0.0% of portfolio
|
Q2 2025
Added 158.06%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
1,358
shares
|
$229,298
0.03% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,357
shares
|
$229,129
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,356
shares
|
$228,960
0.01% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,352
shares
|
$228,285
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,351
shares
|
$228,116
0.08% of portfolio
|
Q1 2025
New holding
|