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 |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
42
shares
|
$5,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
42
shares
|
$5,792
0.0% of portfolio
|
Q2 2024
Added 281.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
39
shares
|
$5,378
0.0% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$5,102
0.0% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
35
shares
|
$4,826
0.0% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
34
shares
|
$4,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
34
shares
|
$4,688
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
32
shares
|
$4,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
31
shares
|
$4,275
0.0% of portfolio
|
Q3 2024
Reduced 98.19%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$4,137
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
28
shares
|
$3,861
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
26
shares
|
$3,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
26
shares
|
$3,585
0.0% of portfolio
|
Q1 2023
Reduced 87.06%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$3,171
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
22
shares
|
$3,034
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
22
shares
|
$3,034
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
21
shares
|
$2,896
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$2,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$2,206
0.0% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
15
shares
|
$2,068
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,930
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
14
shares
|
$1,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
11
shares
|
$1,517
0.0% of portfolio
|
Q3 2024
New holding
|