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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
128
shares
|
$20,659
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
126
shares
|
$20,336
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
125
shares
|
$20,175
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
125
shares
|
$20,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
124
shares
|
$20,013
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$19,368
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
119
shares
|
$19,206
0.01% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
115
shares
|
$18,561
0.01% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
114
shares
|
$18,399
0.0% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
111
shares
|
$17,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
109
shares
|
$17,592
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$16,947
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
105
shares
|
$16,947
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
105
shares
|
$16,947
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
103
shares
|
$16,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
102
shares
|
$16,462
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$16,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$16,140
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$16,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$16,140
0.01% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$16,140
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
100
shares
|
$16,140
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
99
shares
|
$15,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
96
shares
|
$15,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
94
shares
|
$15,171
0.03% of portfolio
|
Q4 2024
New holding
|