Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,230 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $92.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
66,096
shares
|
$10.4 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
65,986
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
65,824
shares
|
$10.3 Million
0.08% of portfolio
|
Q4 2024
Added 85.5%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
65,363
shares
|
$10.3 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
65,148
shares
|
$10.2 Million
4.54% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
63,633
shares
|
$9.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 63.89%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
63,059
shares
|
$9.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 39.09%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
62,841
shares
|
$9.86 Million
0.04% of portfolio
|
Q4 2024
Added 437.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
62,307
shares
|
$9.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 65.95%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
61,770
shares
|
$9.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
61,764
shares
|
$9.69 Million
0.17% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
61,087
shares
|
$9.58 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
61,044
shares
|
$9.58 Million
0.01% of portfolio
|
Q4 2024
Added 45.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
60,613
shares
|
$9.51 Million
0.07% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
58,983
shares
|
$9.25 Million
0.12% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
58,472
shares
|
$9.17 Million
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
57,698
shares
|
$9.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
56,830
shares
|
$8.91 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
56,212
shares
|
$8.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
56,212
shares
|
$8.82 Million
0.28% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
56,066
shares
|
$8.79 Million
0.14% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
56,066
shares
|
$8.79 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
55,685
shares
|
$8.73 Million
0.8% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
54,704
shares
|
$8.58 Million
1.63% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
54,280
shares
|
$8.51 Million
0.28% of portfolio
|
Q4 2024
Added 5.23%
|