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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,191
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
9,187
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,131
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
9,048
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
9,029
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,971
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 45.92%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
8,903
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,857
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.67%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,818
shares
|
$1.38 Million
0.47% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
8,788
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,783
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,732
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,704
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
8,674
shares
|
$1.36 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
8,345
shares
|
$1.31 Million
0.37% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
8,187
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 63.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,042
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
7,999
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
7,978
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
7,964
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
7,914
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
7,853
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,808
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,631
shares
|
$1.2 Million
0.82% of portfolio
|
Q4 2024
New holding
|