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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
156
shares
|
$26,340
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
152
shares
|
$25,665
0.01% of portfolio
|
Q2 2021
Reduced 28.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
152
shares
|
$25,665
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$25,327
0.0% of portfolio
|
Q1 2022
Reduced 36.17%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
148
shares
|
$24,989
0.0% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
148
shares
|
$24,989
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
145
shares
|
$24,483
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
143
shares
|
$24,145
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
142
shares
|
$23,976
0.01% of portfolio
|
Q2 2023
Reduced 6.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
142
shares
|
$23,976
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
139
shares
|
$23,470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
136
shares
|
$22,963
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
136
shares
|
$22,963
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$22,794
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
135
shares
|
$22,794
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
133
shares
|
$22,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
133
shares
|
$22,457
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
131
shares
|
$22,119
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
130
shares
|
$21,950
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
128
shares
|
$21,612
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
125
shares
|
$21,106
0.0% of portfolio
|
Q2 2025
Reduced 97.74%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
125
shares
|
$21,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
122
shares
|
$20,599
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$20,262
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
119
shares
|
$20,093
0.01% of portfolio
|
Q1 2025
Added 19.0%
|