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 |
|---|---|---|---|---|---|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
245
shares
|
$39,543
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
245
shares
|
$39,543
0.03% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
231
shares
|
$37,283
0.0% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
228
shares
|
$36,799
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
221
shares
|
$35,669
0.03% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
220
shares
|
$35,508
0.01% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
216
shares
|
$34,862
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
212
shares
|
$34,216
0.02% of portfolio
|
Q3 2024
Reduced 76.75%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
212
shares
|
$34,216
0.0% of portfolio
|
Q2 2025
Added 44.22%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
212
shares
|
$34,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
211
shares
|
$34,055
0.0% of portfolio
|
Q2 2023
Added 27.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
208
shares
|
$33,571
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
207
shares
|
$33,409
0.0% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
205
shares
|
$33,087
0.0% of portfolio
|
Q1 2025
Reduced 48.75%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
203
shares
|
$32,764
0.01% of portfolio
|
Q4 2023
Reduced 22.81%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
203
shares
|
$32,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$32,280
0.02% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$32,280
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
196
shares
|
$31,634
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
196
shares
|
$31,634
0.03% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
186
shares
|
$30,020
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$29,859
0.0% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
185
shares
|
$29,859
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
184
shares
|
$29,697
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
183
shares
|
$29,536
0.01% of portfolio
|
Q1 2025
Added 4.57%
|