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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
16,138
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 78.33%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
16,000
shares
|
$2.51 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
15,883
shares
|
$2.49 Million
0.59% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
15,809
shares
|
$2.48 Million
0.13% of portfolio
|
Q4 2024
Added 198.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
15,624
shares
|
$2.45 Million
0.69% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,588
shares
|
$2.45 Million
0.34% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
15,549
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,368
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
15,144
shares
|
$2.38 Million
0.96% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,962
shares
|
$2.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
14,898
shares
|
$2.34 Million
0.15% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,781
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
14,736
shares
|
$2.31 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
14,618
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
14,507
shares
|
$2.28 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
14,424
shares
|
$2.26 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
14,417
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Added 120.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,413
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
14,407
shares
|
$2.26 Million
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,390
shares
|
$2.26 Million
0.08% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
14,377
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Added 161.4%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
14,372
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
14,341
shares
|
$2.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
14,334
shares
|
$2.25 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,256
shares
|
$2.24 Million
0.23% of portfolio
|
Q4 2024
Reduced 37.98%
|