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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$20,449
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
133
shares
|
$20,146
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
131
shares
|
$19,843
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
130
shares
|
$19,692
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
126
shares
|
$19,086
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
125
shares
|
$18,935
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$18,177
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
120
shares
|
$18,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
119
shares
|
$18,026
0.01% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
117
shares
|
$17,723
0.0% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
117
shares
|
$17,723
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
115
shares
|
$17,420
0.0% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
112
shares
|
$16,965
0.0% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
111
shares
|
$16,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
109
shares
|
$16,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$15,905
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
105
shares
|
$15,905
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
105
shares
|
$15,905
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
102
shares
|
$15,450
0.01% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
100
shares
|
$15,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$15,147
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$15,147
0.01% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$15,147
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
100
shares
|
$15,147
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
98
shares
|
$14,845
0.01% of portfolio
|
Q4 2024
New holding
|