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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
115
shares
|
$19,417
0.01% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
114
shares
|
$19,248
0.0% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
110
shares
|
$18,573
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
107
shares
|
$18,066
0.0% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$17,729
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
105
shares
|
$17,729
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
105
shares
|
$17,729
0.0% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
102
shares
|
$17,222
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$16,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$16,885
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$16,885
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$16,885
0.01% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$16,885
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
100
shares
|
$16,885
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
100
shares
|
$16,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
94
shares
|
$15,871
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
94
shares
|
$15,871
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
91
shares
|
$15,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
87
shares
|
$14,689
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
87
shares
|
$14,689
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
83
shares
|
$14,014
0.0% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
81
shares
|
$13,676
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
78
shares
|
$13,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
77
shares
|
$13,001
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
77
shares
|
$13,001
0.01% of portfolio
|
Q1 2025
Added 1440.0%
|