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 |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,041
shares
|
$8.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
53,386
shares
|
$8.37 Million
0.13% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Pensionfund Dsm Netherlands
|
Jan 06, 2025 Q4 2024 |
52,753
shares
|
$8.27 Million
4.13% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
51,402
shares
|
$8.06 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
51,220
shares
|
$8.03 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
50,720
shares
|
$7.96 Million
0.12% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
50,530
shares
|
$7.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
49,328
shares
|
$7.74 Million
0.08% of portfolio
|
Q4 2024
Added 81.35%
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
48,872
shares
|
$7.67 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
48,229
shares
|
$7.57 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gillson Capital LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,015
shares
|
$7.37 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
46,556
shares
|
$7.3 Million
0.89% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
46,057
shares
|
$7.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
45,961
shares
|
$7.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
45,492
shares
|
$7.14 Million
0.05% of portfolio
|
Q4 2024
Added 116.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
45,453
shares
|
$7.13 Million
0.2% of portfolio
|
Q4 2024
Added 41.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
45,194
shares
|
$7.09 Million
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
44,167
shares
|
$6.93 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
44,103
shares
|
$6.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
43,940
shares
|
$6.89 Million
0.16% of portfolio
|
Q4 2024
Added 50.24%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,053
shares
|
$6.75 Million
0.84% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
42,588
shares
|
$6.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
42,443
shares
|
$6.66 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
42,012
shares
|
$6.59 Million
0.4% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
41,699
shares
|
$6.54 Million
0.21% of portfolio
|
Q4 2024
New holding
|