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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
77
shares
|
$13,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
65
shares
|
$10,975
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$10,637
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
61
shares
|
$10,299
0.0% of portfolio
|
Q2 2025
Reduced 84.11%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$10,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
59
shares
|
$9,962
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
55
shares
|
$9,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
55
shares
|
$9,286
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
55
shares
|
$9,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
55
shares
|
$9,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
53
shares
|
$8,949
0.0% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
52
shares
|
$8,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
50
shares
|
$8,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
48
shares
|
$8,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
46
shares
|
$7,767
0.0% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
46
shares
|
$7,767
0.0% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
46
shares
|
$7,767
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
46
shares
|
$7,767
0.01% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
45
shares
|
$7,598
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
42
shares
|
$7,091
0.0% of portfolio
|
Q2 2025
Reduced 66.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$6,078
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$5,572
0.0% of portfolio
|
Q2 2025
Added 725.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
33
shares
|
$5,572
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$5,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
31
shares
|
$5,234
0.0% of portfolio
|
Q1 2025
Added 520.0%
|