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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
41,657
shares
|
$6.53 Million
0.05% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
41,484
shares
|
$6.51 Million
0.13% of portfolio
|
Q3 2022
Reduced 79.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,779
shares
|
$6.4 Million
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
40,743
shares
|
$6.39 Million
4.19% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
40,414
shares
|
$6.34 Million
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
39,767
shares
|
$6.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
39,480
shares
|
$6.19 Million
0.21% of portfolio
|
Q3 2024
Added 97.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
38,323
shares
|
$6.01 Million
0.02% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
37,534
shares
|
$5.89 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
37,212
shares
|
$5.84 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
36,788
shares
|
$5.77 Million
0.57% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
36,726
shares
|
$5.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
36,723
shares
|
$5.76 Million
0.06% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
36,633
shares
|
$5.75 Million
0.15% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,563
shares
|
$5.74 Million
0.55% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
36,282
shares
|
$5.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
36,243
shares
|
$5.69 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
36,129
shares
|
$5.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
36,025
shares
|
$5.65 Million
0.94% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
35,557
shares
|
$5.58 Million
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
35,441
shares
|
$5.56 Million
0.01% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
35,377
shares
|
$5.55 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
34,880
shares
|
$5.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Feb 14, 2025 Q4 2024 |
34,862
shares
|
$5.47 Million
1.19% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Grs Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,474
shares
|
$5.41 Million
0.51% of portfolio
|
Q4 2024
Added 76.55%
|