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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$227,947
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,345
shares
|
$227,103
0.01% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,343
shares
|
$226,765
0.05% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
1,343
shares
|
$226,765
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,339
shares
|
$226,090
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,335
shares
|
$225,414
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,334
shares
|
$225,245
0.02% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
1,334
shares
|
$225,245
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,320
shares
|
$222,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,300
shares
|
$219,505
0.01% of portfolio
|
Q2 2025
Reduced 49.12%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,279
shares
|
$215,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,256
shares
|
$212,075
0.07% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,231
shares
|
$207,854
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,174
shares
|
$198,229
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,151
shares
|
$194,346
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,122
shares
|
$189,449
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,117
shares
|
$188,605
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,109
shares
|
$187,254
0.0% of portfolio
|
Q2 2025
Added 715.44%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
1,101
shares
|
$185,903
0.03% of portfolio
|
Q4 2021
Reduced 15.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,100
shares
|
$185,735
0.01% of portfolio
|
Q4 2022
Added 10.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,058
shares
|
$178,643
0.05% of portfolio
|
Q4 2022
Added 701.52%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$172,227
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,009
shares
|
$170,369
0.03% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,007
shares
|
$170,031
0.03% of portfolio
|
Q2 2025
Added 45.73%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
986
shares
|
$166,486
0.0% of portfolio
|
Q2 2025
New holding
|