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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
296
shares
|
$44,838
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
294
shares
|
$44,535
0.01% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
292
shares
|
$44,232
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
278
shares
|
$42,111
0.0% of portfolio
|
Q1 2025
Added 162.26%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
270
shares
|
$40,899
0.0% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
270
shares
|
$40,899
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
261
shares
|
$39,536
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
258
shares
|
$39,081
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
255
shares
|
$38,627
0.0% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
250
shares
|
$37,870
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
248
shares
|
$37,567
0.0% of portfolio
|
Q4 2024
Reduced 89.68%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
245
shares
|
$37,112
0.03% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
228
shares
|
$34,537
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
219
shares
|
$33,174
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
216
shares
|
$32,719
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
215
shares
|
$32,568
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
212
shares
|
$32,113
0.01% of portfolio
|
Q3 2024
Reduced 76.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
211
shares
|
$31,962
0.0% of portfolio
|
Q2 2023
Added 27.11%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Apr 02, 2025 Q1 2025 |
209
shares
|
$31,659
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
208
shares
|
$31,507
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
205
shares
|
$31,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
203
shares
|
$30,750
0.01% of portfolio
|
Q4 2023
Reduced 22.81%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
200
shares
|
$30,295
0.02% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$30,295
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
195
shares
|
$29,538
0.0% of portfolio
|
Q1 2025
Added 0.52%
|