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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
984
shares
|
$166,148
0.06% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
979
shares
|
$165,304
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
973
shares
|
$164,291
0.06% of portfolio
|
Q2 2021
Reduced 5.44%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
965
shares
|
$162,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
951
shares
|
$160,576
0.02% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
949
shares
|
$160,238
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
945
shares
|
$159,563
0.06% of portfolio
|
Q2 2022
Reduced 25.71%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
937
shares
|
$158,212
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
929
shares
|
$156,861
0.01% of portfolio
|
Q2 2025
Added 135.79%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
910
shares
|
$153,653
0.01% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
885
shares
|
$149,432
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
871
shares
|
$147,068
0.03% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$135,080
0.04% of portfolio
|
Q1 2024
Reduced 10.11%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
785
shares
|
$132,547
0.18% of portfolio
|
Q1 2025
Reduced 91.1%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
775
shares
|
$130,858
0.01% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Jul 23, 2025 Q2 2025 |
769
shares
|
$129,845
0.06% of portfolio
|
Q2 2025
Added 267.94%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
751
shares
|
$126,806
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
743
shares
|
$125,455
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
740
shares
|
$124,949
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
724
shares
|
$122,247
0.08% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
720
shares
|
$121,572
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
716
shares
|
$120,896
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
715
shares
|
$120,727
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
700
shares
|
$118,195
0.01% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
663
shares
|
$111,947
0.01% of portfolio
|
Q2 2025
Added 0.15%
|