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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
408
shares
|
$61,803
0.01% of portfolio
|
Q1 2024
Reduced 46.81%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
403
shares
|
$61,046
0.0% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
400
shares
|
$60,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$60,591
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
400
shares
|
$60,591
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
394
shares
|
$59,683
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
394
shares
|
$59,683
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
385
shares
|
$58,319
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
381
shares
|
$57,713
0.01% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
380
shares
|
$57,562
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
359
shares
|
$54,381
0.02% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
348
shares
|
$52,715
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
338
shares
|
$51,200
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
333
shares
|
$50,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
328
shares
|
$49,685
0.01% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$48,928
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
320
shares
|
$48,473
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
317
shares
|
$48,019
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
313
shares
|
$47,413
0.0% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
304
shares
|
$46,049
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$45,444
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$45,444
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$45,444
0.0% of portfolio
|
Q4 2022
Reduced 10.98%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
300
shares
|
$45,444
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
297
shares
|
$44,989
0.02% of portfolio
|
Q4 2024
Added 2.77%
|