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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,596
shares
|
$6.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
32,436
shares
|
$6.29 Million
0.39% of portfolio
|
Q3 2025
Reduced 75.39%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
32,392
shares
|
$6.28 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
32,300
shares
|
$6.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
32,189
shares
|
$6.24 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,778
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
31,600
shares
|
$6.12 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
31,300
shares
|
$6.07 Million
1.1% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
30,781
shares
|
$5.97 Million
0.12% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
30,701
shares
|
$5.95 Million
0.95% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
29,998
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.15%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
29,950
shares
|
$5.8 Million
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
29,647
shares
|
$5.75 Million
0.05% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
29,407
shares
|
$5.7 Million
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
29,352
shares
|
$5.69 Million
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
29,185
shares
|
$5.66 Million
0.13% of portfolio
|
Q4 2025
Added 5.77%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
28,956
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2025
Added 369.53%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
28,845
shares
|
$5.59 Million
0.62% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,717
shares
|
$5.57 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
28,559
shares
|
$5.54 Million
1.44% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
28,504
shares
|
$5.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.96%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
28,189
shares
|
$5.46 Million
0.04% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
28,119
shares
|
$5.45 Million
2.59% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
28,048
shares
|
$5.44 Million
0.16% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,890
shares
|
$5.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 34.01%
|
|