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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
30
shares
|
$5,065
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
29
shares
|
$4,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
29
shares
|
$4,896
0.0% of portfolio
|
Q2 2025
Added 190.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$4,896
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
26
shares
|
$4,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
26
shares
|
$4,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
26
shares
|
$4,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
25
shares
|
$4,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
25
shares
|
$4,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$4,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$4,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$3,883
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
23
shares
|
$3,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
23
shares
|
$3,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
22
shares
|
$3,714
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
22
shares
|
$3,714
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
22
shares
|
$3,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$3,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
17
shares
|
$2,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,701
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$2,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,701
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
15
shares
|
$2,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
15
shares
|
$2,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
14
shares
|
$2,363
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|