Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,377 institutions that hold shares in the stock, with a total of 582 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$5,799
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
34
shares
|
$5,477
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
33
shares
|
$5,315
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$5,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
31
shares
|
$4,993
0.0% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
31
shares
|
$4,993
0.0% of portfolio
|
Q1 2025
Added 106.67%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$4,832
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
29
shares
|
$4,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
26
shares
|
$4,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
25
shares
|
$4,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$4,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$3,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
23
shares
|
$3,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
23
shares
|
$3,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
22
shares
|
$3,543
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
22
shares
|
$3,543
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
22
shares
|
$3,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
19
shares
|
$3,060
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$2,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$2,577
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
15
shares
|
$2,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
15
shares
|
$2,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$2,255
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
14
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
12
shares
|
$1,933
0.0% of portfolio
|
Q1 2025
Reduced 97.37%
|