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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
659
shares
|
$111,272
0.01% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
633
shares
|
$106,882
0.02% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
631
shares
|
$106,544
0.02% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
625
shares
|
$105,531
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
616
shares
|
$104,011
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
599
shares
|
$101,141
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
581
shares
|
$98,101
0.02% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
574
shares
|
$96,919
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
571
shares
|
$96,413
0.01% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
569
shares
|
$96,075
0.04% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
566
shares
|
$95,569
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
550
shares
|
$92,867
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
546
shares
|
$92,192
0.02% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
533
shares
|
$89,997
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
518
shares
|
$87,464
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
510
shares
|
$86,113
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
508
shares
|
$85,775
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
507
shares
|
$85,606
0.0% of portfolio
|
Q2 2025
Added 144.93%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
506
shares
|
$85,438
0.04% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$84,425
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
500
shares
|
$84,425
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$83,411
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
470
shares
|
$79,359
0.03% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
467
shares
|
$78,852
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
450
shares
|
$75,982
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|