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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
320
shares
|
$54,032
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
317
shares
|
$53,525
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
315
shares
|
$53,187
0.01% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
307
shares
|
$51,836
0.01% of portfolio
|
Q2 2025
Added 39.55%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$50,655
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$50,655
0.0% of portfolio
|
Q4 2022
Reduced 10.98%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$50,655
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
294
shares
|
$49,641
0.01% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
292
shares
|
$49,304
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
290
shares
|
$48,966
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
284
shares
|
$47,953
0.01% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
270
shares
|
$45,589
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
267
shares
|
$45,082
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
265
shares
|
$44,745
0.02% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
261
shares
|
$44,069
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
258
shares
|
$43,563
0.03% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
255
shares
|
$43,056
0.01% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
245
shares
|
$41,368
0.01% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
232
shares
|
$39,173
0.0% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
231
shares
|
$39,004
0.0% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
228
shares
|
$38,497
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
226
shares
|
$38,160
0.0% of portfolio
|
Q2 2025
Added 79.37%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
215
shares
|
$36,302
0.0% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
213
shares
|
$35,965
0.0% of portfolio
|
Q2 2025
Added 1675.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
212
shares
|
$35,796
0.0% of portfolio
|
Q2 2025
Added 44.22%
|