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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
19,268
shares
|
$3.02 Million
0.04% of portfolio
|
Q4 2024
Added 174.51%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
19,186
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,159
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
19,143
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
19,082
shares
|
$2.99 Million
0.02% of portfolio
|
Q4 2024
Added 1513.02%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
19,079
shares
|
$2.99 Million
0.29% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
18,859
shares
|
$2.96 Million
0.34% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
18,783
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,699
shares
|
$2.93 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Feb 06, 2025 Q4 2024 |
18,695
shares
|
$2.93 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
18,582
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
18,108
shares
|
$2.84 Million
0.7% of portfolio
|
Q4 2022
Reduced 6.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,713
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,621
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,611
shares
|
$2.76 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,582
shares
|
$2.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,328
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,133
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
16,936
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
16,615
shares
|
$2.61 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
16,585
shares
|
$2.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,529
shares
|
$2.59 Million
0.47% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
16,512
shares
|
$2.59 Million
0.09% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
16,400
shares
|
$2.57 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
16,260
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.47%
|