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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15
shares
|
$2,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
15
shares
|
$2,272
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
15
shares
|
$2,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$2,120
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13
shares
|
$1,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$1,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
11
shares
|
$1,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
11
shares
|
$1,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
10
shares
|
$1,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10
shares
|
$1,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9
shares
|
$1,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
7
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
7
shares
|
$1,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
6
shares
|
$908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q4 2024
New holding
|