Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,506 institutions that hold shares in the stock, with a total of 598 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 |
|---|---|---|---|---|---|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
58,895
shares
|
$11.4 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
58,540
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 160.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
58,292
shares
|
$11.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
58,137
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2025
Added 7.21%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
56,349
shares
|
$10.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
56,257
shares
|
$10.9 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 05, 2025 Q3 2025 |
56,040
shares
|
$10.9 Million
4.47% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
54,618
shares
|
$10.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
54,514
shares
|
$10.6 Million
0.2% of portfolio
|
Q3 2025
Added 427.88%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
53,353
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
53,123
shares
|
$10.3 Million
2.15% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Pensionfund Dsm Netherlands
|
Jan 12, 2026 Q4 2025 |
52,753
shares
|
$10.2 Million
6.45% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
52,597
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Waterfront Capital Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
52,551
shares
|
$10.2 Million
6.44% of portfolio
|
Q3 2025
Reduced 52.54%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
52,177
shares
|
$10.1 Million
0.13% of portfolio
|
Q4 2025
Added 15.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52,148
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
51,919
shares
|
$10.1 Million
1.09% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,974
shares
|
$9.88 Million
0.01% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
50,783
shares
|
$9.84 Million
0.11% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
50,400
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
50,152
shares
|
$9.72 Million
0.01% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
50,000
shares
|
$9.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
48,782
shares
|
$9.45 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
48,727
shares
|
$9.44 Million
0.16% of portfolio
|
Q3 2025
Added 31.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
48,320
shares
|
$9.37 Million
0.08% of portfolio
|
Q3 2025
Added 5.43%
|
|