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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
10,297
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
American Assets Capital Advisers, LLC
|
Feb 10, 2025 Q4 2024 |
10,296
shares
|
$1.62 Million
0.49% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
10,272
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 146.45%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
10,262
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,195
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2022
Added 4.57%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,195
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
10,148
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,053
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,990
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,971
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,964
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
9,949
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,938
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
9,826
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
9,728
shares
|
$1.53 Million
0.32% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
9,659
shares
|
$1.52 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
9,619
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,545
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 41.16%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,523
shares
|
$1.49 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,420
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,372
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
9,365
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
9,291
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
9,206
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
Added 1.9%
|