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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
16,226
shares
|
$3.14 Million
0.03% of portfolio
|
Q4 2025
Reduced 13.95%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
16,190
shares
|
$3.14 Million
0.21% of portfolio
|
Q4 2025
Added 4.28%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,175
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 653.38%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,025
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
15,885
shares
|
$3.08 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
15,878
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
15,833
shares
|
$3.07 Million
0.05% of portfolio
|
Q4 2025
Added 231.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,413
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
15,266
shares
|
$2.96 Million
0.14% of portfolio
|
Q4 2025
Added 10.05%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,169
shares
|
$2.94 Million
0.12% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
14,958
shares
|
$2.9 Million
0.12% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
14,786
shares
|
$2.87 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,781
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
14,731
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
14,663
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
14,636
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2025
Added 819.35%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,636
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 167.57%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
14,613
shares
|
$2.83 Million
0.34% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,586
shares
|
$2.83 Million
0.7% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
14,575
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,540
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
14,407
shares
|
$2.79 Million
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,390
shares
|
$2.79 Million
0.08% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,208
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2023
Reduced 56.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
14,128
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Added 23.66%
|
|