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 |
|---|---|---|---|---|---|
|
Garrison Bradford & Associates Inc
New York, NY |
Feb 07, 2025 Q4 2024 |
11,926
shares
|
$1.87 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
11,914
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,752
shares
|
$1.84 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
11,509
shares
|
$1.81 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
11,464
shares
|
$1.8 Million
1.54% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,425
shares
|
$1.79 Million
0.25% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,404
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
11,239
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
11,226
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
11,221
shares
|
$1.76 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,191
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
11,172
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
11,168
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
10,838
shares
|
$1.7 Million
0.55% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,823
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2022
Added 12.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,761
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
10,700
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2023
Reduced 20.15%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$1.68 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,656
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,643
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Added 284.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,612
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
10,583
shares
|
$1.66 Million
0.39% of portfolio
|
Q4 2024
Added 112.89%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,500
shares
|
$1.65 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
10,410
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
10,308
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.85%
|