Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,381 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
500
shares
|
$80,700
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$79,731
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
474
shares
|
$76,503
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
470
shares
|
$75,858
0.04% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
465
shares
|
$75,051
0.03% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
450
shares
|
$72,630
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
440
shares
|
$71,016
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
433
shares
|
$69,886
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
422
shares
|
$68,110
0.0% of portfolio
|
Q2 2025
Added 124.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
422
shares
|
$68,110
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$66,819
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
411
shares
|
$66,335
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
400
shares
|
$64,560
0.1% of portfolio
|
Q2 2025
Reduced 73.23%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$64,560
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
400
shares
|
$64,560
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
399
shares
|
$64,398
0.0% of portfolio
|
Q1 2025
Added 60.89%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
397
shares
|
$64,075
0.0% of portfolio
|
Q2 2025
Reduced 65.54%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
394
shares
|
$63,591
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
394
shares
|
$63,591
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
390
shares
|
$62,946
0.02% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
387
shares
|
$62,461
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
384
shares
|
$61,977
0.0% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
379
shares
|
$61,170
0.0% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
373
shares
|
$60,202
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
361
shares
|
$58,265
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|