Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,496 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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
23
shares
|
$4,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
23
shares
|
$4,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
22
shares
|
$4,264
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
22
shares
|
$4,264
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
22
shares
|
$4,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
18
shares
|
$3,488
0.0% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
17
shares
|
$3,294
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$3,294
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
16
shares
|
$3,101
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
16
shares
|
$3,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
15
shares
|
$2,907
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$2,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
15
shares
|
$2,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$2,713
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$2,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$2,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
14
shares
|
$2,713
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
13
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
13
shares
|
$2,519
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
12
shares
|
$2,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
11
shares
|
$2,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$2,132
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
11
shares
|
$2,132
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$2,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$1,938
0.0% of portfolio
|
Q3 2025
New holding
|
|