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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
93
shares
|
$15,010
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
91
shares
|
$14,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
88
shares
|
$14,203
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
87
shares
|
$14,041
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
87
shares
|
$14,041
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
85
shares
|
$13,719
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
83
shares
|
$13,396
0.0% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
81
shares
|
$13,073
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
78
shares
|
$12,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
78
shares
|
$12,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
77
shares
|
$12,427
0.01% of portfolio
|
Q1 2025
Added 1440.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
77
shares
|
$12,427
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
75
shares
|
$12,105
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$10,168
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
60
shares
|
$9,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
58
shares
|
$9,361
0.01% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
55
shares
|
$8,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
55
shares
|
$8,877
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
55
shares
|
$8,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
50
shares
|
$8,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
48
shares
|
$7,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
46
shares
|
$7,424
0.0% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
46
shares
|
$7,424
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
46
shares
|
$7,424
0.01% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
45
shares
|
$7,263
0.0% of portfolio
|
Q1 2025
Added 7.14%
|