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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,208
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2023
Reduced 56.18%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
14,167
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,029
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,824
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Added 139.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,805
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
13,670
shares
|
$2.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
13,665
shares
|
$2.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,585
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
13,517
shares
|
$2.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
13,488
shares
|
$2.12 Million
0.06% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,456
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
13,402
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,157
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
13,147
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,116
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
13,064
shares
|
$2.05 Million
0.66% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13,058
shares
|
$2.05 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
12,925
shares
|
$2.03 Million
0.92% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,813
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,568
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
12,253
shares
|
$1.92 Million
0.14% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
12,223
shares
|
$1.92 Million
0.09% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
12,200
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
12,013
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
12,000
shares
|
$1.88 Million
0.34% of portfolio
|
Q4 2024
New holding
|