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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
212
shares
|
$35,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
211
shares
|
$35,627
0.0% of portfolio
|
Q2 2023
Added 27.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
208
shares
|
$35,120
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$33,770
0.02% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
200
shares
|
$33,770
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
196
shares
|
$33,094
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
196
shares
|
$33,094
0.03% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
187
shares
|
$31,574
0.01% of portfolio
|
Q2 2025
Added 78.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
186
shares
|
$31,406
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$31,237
0.0% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
185
shares
|
$31,237
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
184
shares
|
$31,068
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
183
shares
|
$30,899
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
182
shares
|
$30,730
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
181
shares
|
$30,561
0.0% of portfolio
|
Q2 2025
Added 1545.45%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
181
shares
|
$30,561
0.02% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
175
shares
|
$29,548
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
173
shares
|
$29,211
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
171
shares
|
$28,873
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
171
shares
|
$28,873
0.01% of portfolio
|
Q4 2022
Reduced 12.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
168
shares
|
$28,366
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
166
shares
|
$28,029
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
165
shares
|
$27,860
0.0% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
160
shares
|
$27,016
0.0% of portfolio
|
Q2 2025
Reduced 66.24%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
158
shares
|
$26,678
0.01% of portfolio
|
Q4 2021
New holding
|