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 |
|---|---|---|---|---|---|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
27,578
shares
|
$5.35 Million
0.85% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
27,333
shares
|
$5.3 Million
0.19% of portfolio
|
Q4 2025
Added 552.96%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
27,212
shares
|
$5.27 Million
0.48% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
27,183
shares
|
$5.27 Million
0.08% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
26,846
shares
|
$5.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Amf Tjanstepension Ab
|
Nov 14, 2025 Q3 2025 |
26,507
shares
|
$5.14 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
25,659
shares
|
$4.97 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
25,500
shares
|
$4.94 Million
0.03% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
25,172
shares
|
$4.88 Million
0.06% of portfolio
|
Q3 2025
Added 41.15%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
25,159
shares
|
$4.88 Million
0.22% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,099
shares
|
$4.86 Million
0.07% of portfolio
|
Q3 2022
Added 2.22%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
25,092
shares
|
$4.86 Million
0.09% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
24,952
shares
|
$4.84 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,838
shares
|
$4.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
24,600
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
24,449
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
24,294
shares
|
$4.71 Million
0.43% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
24,166
shares
|
$4.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
24,137
shares
|
$4.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
24,000
shares
|
$4.65 Million
0.08% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
23,966
shares
|
$4.65 Million
0.22% of portfolio
|
Q4 2025
Added 549.66%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,960
shares
|
$4.64 Million
0.1% of portfolio
|
Q3 2025
Added 161.77%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
23,650
shares
|
$4.58 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
23,468
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
23,129
shares
|
$4.48 Million
0.15% of portfolio
|
Q3 2025
Added 3.88%
|
|