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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
440
shares
|
$74,294
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
438
shares
|
$73,956
0.0% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
435
shares
|
$73,449
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
423
shares
|
$71,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
422
shares
|
$71,254
0.0% of portfolio
|
Q2 2025
Added 124.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
422
shares
|
$71,254
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$69,903
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
405
shares
|
$68,384
0.0% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
400
shares
|
$67,540
0.1% of portfolio
|
Q2 2025
Reduced 73.23%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$67,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
397
shares
|
$67,033
0.0% of portfolio
|
Q2 2025
Reduced 65.54%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
394
shares
|
$66,526
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
390
shares
|
$65,851
0.02% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
387
shares
|
$65,344
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
379
shares
|
$63,994
0.0% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
373
shares
|
$62,981
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
362
shares
|
$61,123
0.0% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
361
shares
|
$60,954
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
359
shares
|
$60,617
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
350
shares
|
$59,097
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
348
shares
|
$58,759
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
341
shares
|
$57,577
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
338
shares
|
$57,071
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
333
shares
|
$56,227
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
328
shares
|
$55,382
0.01% of portfolio
|
Q1 2025
Added 3.8%
|