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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
191
shares
|
$28,932
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
189
shares
|
$28,629
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
188
shares
|
$28,478
0.0% of portfolio
|
Q4 2024
Reduced 84.18%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
185
shares
|
$28,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
184
shares
|
$27,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
184
shares
|
$27,872
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
183
shares
|
$27,720
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
182
shares
|
$27,569
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
182
shares
|
$27,569
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
177
shares
|
$26,811
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
171
shares
|
$25,903
0.01% of portfolio
|
Q4 2022
Reduced 12.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
170
shares
|
$25,751
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
168
shares
|
$25,448
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
166
shares
|
$25,145
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
160
shares
|
$24,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
158
shares
|
$23,933
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
152
shares
|
$23,024
0.01% of portfolio
|
Q2 2021
Reduced 28.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
152
shares
|
$23,024
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$22,722
0.0% of portfolio
|
Q1 2022
Reduced 36.17%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
148
shares
|
$22,419
0.0% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
147
shares
|
$22,267
0.0% of portfolio
|
Q1 2025
Reduced 78.97%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
146
shares
|
$22,116
0.0% of portfolio
|
Q4 2024
Added 26.96%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
145
shares
|
$21,964
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
142
shares
|
$21,510
0.01% of portfolio
|
Q2 2023
Reduced 6.58%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
141
shares
|
$21,358
0.0% of portfolio
|
Q4 2024
Added 176.47%
|