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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
359
shares
|
$57,942
0.02% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
348
shares
|
$56,167
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
341
shares
|
$55,037
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
338
shares
|
$54,553
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
328
shares
|
$52,939
0.01% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
326
shares
|
$52,616
0.0% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
320
shares
|
$51,648
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
317
shares
|
$51,163
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$48,420
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$48,420
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$48,420
0.0% of portfolio
|
Q4 2022
Reduced 10.98%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
300
shares
|
$48,420
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
300
shares
|
$48,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
300
shares
|
$48,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
294
shares
|
$47,451
0.01% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
292
shares
|
$47,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
292
shares
|
$47,128
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
289
shares
|
$46,644
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
283
shares
|
$45,676
0.0% of portfolio
|
Q1 2025
Added 31.63%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
278
shares
|
$44,869
0.0% of portfolio
|
Q1 2025
Added 162.26%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
277
shares
|
$44,707
0.03% of portfolio
|
Q1 2025
Reduced 49.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
271
shares
|
$43,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
270
shares
|
$43,578
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
261
shares
|
$42,125
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
250
shares
|
$40,350
0.01% of portfolio
|
Q2 2023
New holding
|