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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
20,507
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2025
Added 66.78%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
20,440
shares
|
$3.96 Million
0.44% of portfolio
|
Q3 2025
Added 36.4%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,194
shares
|
$3.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
20,127
shares
|
$3.9 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
20,111
shares
|
$3.9 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$3.88 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,914
shares
|
$3.86 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
19,854
shares
|
$3.85 Million
0.09% of portfolio
|
Q3 2025
Added 104.64%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,760
shares
|
$3.83 Million
0.59% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
19,729
shares
|
$3.82 Million
0.72% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 12, 2025 Q3 2025 |
19,691
shares
|
$3.82 Million
2.76% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,630
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
19,575
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
19,500
shares
|
$3.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
19,170
shares
|
$3.72 Million
0.34% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
19,165
shares
|
$3.71 Million
0.15% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,699
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
18,547
shares
|
$3.59 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
18,507
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 76.93%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
18,500
shares
|
$3.59 Million
0.12% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Sarasin & Partners LLP
|
Jan 08, 2026 Q4 2025 |
18,434
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2025
Reduced 10.66%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,306
shares
|
$3.55 Million
0.47% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
18,108
shares
|
$3.51 Million
0.7% of portfolio
|
Q4 2022
Reduced 6.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,044
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
18,036
shares
|
$3.5 Million
0.21% of portfolio
|
Q3 2025
Added 31.0%
|
|