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 |
|---|---|---|---|---|---|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
23,086
shares
|
$4.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
23,060
shares
|
$4.47 Million
0.52% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
22,821
shares
|
$4.42 Million
2.06% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
22,789
shares
|
$4.42 Million
0.09% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
22,788
shares
|
$4.42 Million
0.04% of portfolio
|
Q4 2025
Added 24.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
22,781
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
22,500
shares
|
$4.36 Million
0.22% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
22,471
shares
|
$4.36 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,357
shares
|
$4.33 Million
0.14% of portfolio
|
Q4 2022
Added 11.65%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,107
shares
|
$4.28 Million
0.02% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,075
shares
|
$4.28 Million
0.13% of portfolio
|
Q3 2022
Added 105.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,843
shares
|
$4.23 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
21,785
shares
|
$4.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,756
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
21,487
shares
|
$4.16 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
21,351
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.02%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
21,316
shares
|
$4.13 Million
0.06% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
21,304
shares
|
$4.13 Million
0.02% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
21,262
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2025
Added 44.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,217
shares
|
$4.11 Million
0.04% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
21,131
shares
|
$4.1 Million
0.25% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
21,107
shares
|
$4.09 Million
1.28% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,095
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.78%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
21,002
shares
|
$4.07 Million
0.64% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,814
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2022
Reduced 20.74%
|
|