Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
41
shares
|
$7,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$7,171
0.0% of portfolio
|
Q3 2025
Added 42.31%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$6,977
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
34
shares
|
$6,589
0.01% of portfolio
|
Q3 2025
Reduced 98.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
33
shares
|
$6,396
0.0% of portfolio
|
Q3 2025
Reduced 98.99%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
32
shares
|
$6,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
32
shares
|
$6,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
31
shares
|
$6,008
0.0% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
30
shares
|
$5,814
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
30
shares
|
$5,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
Added 190.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
Added 123.08%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
27
shares
|
$5,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
27
shares
|
$5,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
26
shares
|
$5,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
26
shares
|
$5,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
26
shares
|
$5,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$4,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
25
shares
|
$4,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
25
shares
|
$4,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
25
shares
|
$4,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
25
shares
|
$4,845
0.0% of portfolio
|
Q2 2025
New holding
|
|