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 |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
253,803
shares
|
$42.9 Million
0.18% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
250,955
shares
|
$42.4 Million
2.95% of portfolio
|
Q2 2025
Added 60.56%
|
|
|
Grs Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
246,231
shares
|
$41.6 Million
4.57% of portfolio
|
Q2 2025
Reduced 58.16%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
241,216
shares
|
$40.7 Million
0.03% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
240,152
shares
|
$40.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
235,999
shares
|
$39.8 Million
0.04% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
234,918
shares
|
$39.7 Million
0.07% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
233,846
shares
|
$39.5 Million
0.16% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
232,031
shares
|
$39.2 Million
0.33% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
231,935
shares
|
$39.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
230,367
shares
|
$38.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
228,366
shares
|
$38.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
227,852
shares
|
$38.5 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
222,004
shares
|
$37.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
218,060
shares
|
$36.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
213,230
shares
|
$36 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
203,235
shares
|
$34.3 Million
0.18% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
202,899
shares
|
$34.3 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
200,891
shares
|
$33.9 Million
0.24% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
200,451
shares
|
$33.8 Million
0.52% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
199,300
shares
|
$33.7 Million
0.21% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
198,892
shares
|
$33.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
196,453
shares
|
$33.2 Million
0.06% of portfolio
|
Q2 2025
Added 193.51%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
194,602
shares
|
$32.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
192,007
shares
|
$32.4 Million
0.2% of portfolio
|
Q2 2025
Added 6.0%
|