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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
182
shares
|
$29,374
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
177
shares
|
$28,567
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
175
shares
|
$28,245
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
173
shares
|
$27,922
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
171
shares
|
$27,599
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
171
shares
|
$27,599
0.01% of portfolio
|
Q4 2022
Reduced 12.76%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
169
shares
|
$27,276
0.0% of portfolio
|
Q1 2025
Added 704.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
168
shares
|
$27,115
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
166
shares
|
$26,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
158
shares
|
$25,501
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
156
shares
|
$25,178
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
152
shares
|
$24,532
0.01% of portfolio
|
Q2 2021
Reduced 28.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
152
shares
|
$24,532
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$24,210
0.0% of portfolio
|
Q1 2022
Reduced 36.17%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
148
shares
|
$23,887
0.0% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
145
shares
|
$23,403
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
143
shares
|
$23,080
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
142
shares
|
$22,918
0.01% of portfolio
|
Q2 2023
Reduced 6.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
142
shares
|
$22,918
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
136
shares
|
$21,950
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$21,789
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
135
shares
|
$21,789
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
134
shares
|
$21,627
0.01% of portfolio
|
Q1 2025
Added 2580.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
133
shares
|
$21,466
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
130
shares
|
$20,982
0.01% of portfolio
|
Q1 2025
New holding
|