Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,178 institutions that hold shares in the stock, with a total of 550 Million shares, which have been reported (via 13F filing form) to have a value of $78.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
243,712
shares
|
$34.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 52.01%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
235,245
shares
|
$33.5 Million
0.04% of portfolio
|
Q3 2024
Added 43.15%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
231,479
shares
|
$33 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
230,780
shares
|
$32.9 Million
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
226,114
shares
|
$32.2 Million
0.06% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
220,038
shares
|
$31.4 Million
0.45% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
217,551
shares
|
$31 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
216,190
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
215,595
shares
|
$30.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
214,738
shares
|
$30.6 Million
0.07% of portfolio
|
Q3 2024
Added 87.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
212,815
shares
|
$30.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
208,508
shares
|
$29.7 Million
0.27% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
208,000
shares
|
$29.7 Million
0.2% of portfolio
|
Q3 2024
Added 175.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
198,892
shares
|
$28.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
193,743
shares
|
$27.6 Million
0.06% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
192,874
shares
|
$27.5 Million
0.03% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
191,273
shares
|
$27.3 Million
0.43% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
189,456
shares
|
$27 Million
0.0% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
188,267
shares
|
$26.8 Million
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Brookfield Asset Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
187,195
shares
|
$26.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 44.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
184,262
shares
|
$26.3 Million
0.02% of portfolio
|
Q3 2024
Added 101.72%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
182,998
shares
|
$26.1 Million
0.17% of portfolio
|
Q3 2024
Added 41.54%
|
|
|
Vert Asset Management LLC
Sausalito, CA |
Jan 22, 2025 Q4 2024 |
180,750
shares
|
$25.8 Million
7.84% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
178,218
shares
|
$25.4 Million
0.14% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
173,233
shares
|
$24.7 Million
0.05% of portfolio
|
Q4 2024
Added 185.11%
|