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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
47,749
shares
|
$9.25 Million
0.03% of portfolio
|
Q3 2025
Added 134.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
47,380
shares
|
$9.18 Million
0.19% of portfolio
|
Q3 2025
Added 3192.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
47,236
shares
|
$9.16 Million
0.33% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
46,825
shares
|
$9.08 Million
0.99% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
46,762
shares
|
$9.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
46,549
shares
|
$9.02 Million
1.1% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
46,367
shares
|
$8.99 Million
0.08% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
46,209
shares
|
$8.96 Million
1.45% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
45,797
shares
|
$8.88 Million
0.72% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Windward Capital Management CO
|
Oct 30, 2025 Q3 2025 |
45,765
shares
|
$8.87 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
44,275
shares
|
$8.58 Million
1.5% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
43,963
shares
|
$8.52 Million
0.1% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
43,955
shares
|
$8.52 Million
0.08% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
43,912
shares
|
$8.51 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
43,908
shares
|
$8.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 20, 2025 Q3 2025 |
43,609
shares
|
$8.45 Million
1.29% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,053
shares
|
$8.34 Million
0.84% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,032
shares
|
$8.34 Million
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
42,016
shares
|
$8.14 Million
0.21% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
42,012
shares
|
$8.14 Million
0.4% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
41,611
shares
|
$8.07 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
41,561
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
41,484
shares
|
$8.04 Million
0.13% of portfolio
|
Q3 2022
Reduced 79.57%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
41,425
shares
|
$8.03 Million
1.73% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
41,112
shares
|
$7.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.89%
|
|