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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
34,097
shares
|
$5.35 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
33,702
shares
|
$5.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
33,572
shares
|
$5.27 Million
0.13% of portfolio
|
Q4 2024
Added 66.19%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
33,015
shares
|
$5.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
32,312
shares
|
$5.07 Million
0.18% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
32,225
shares
|
$5.05 Million
0.93% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
31,800
shares
|
$4.99 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
31,712
shares
|
$4.97 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
31,663
shares
|
$4.97 Million
0.09% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
31,600
shares
|
$4.96 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
31,476
shares
|
$4.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.32%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
31,233
shares
|
$4.9 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
31,175
shares
|
$4.89 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,063
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
31,061
shares
|
$4.87 Million
1.59% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Vanderbilt University
Nashville, TN |
Jan 27, 2025 Q4 2024 |
30,645
shares
|
$4.81 Million
0.76% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
30,582
shares
|
$4.8 Million
0.04% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
30,434
shares
|
$4.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Feb 07, 2025 Q4 2024 |
29,550
shares
|
$4.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
29,214
shares
|
$4.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,717
shares
|
$4.5 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
28,674
shares
|
$4.5 Million
0.08% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
28,559
shares
|
$4.48 Million
0.94% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
28,504
shares
|
$4.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
28,164
shares
|
$4.42 Million
0.05% of portfolio
|
Q4 2024
Added 1.38%
|