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 |
|---|---|---|---|---|---|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
14,077
shares
|
$2.73 Million
0.32% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
14,058
shares
|
$2.72 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
13,846
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
13,723
shares
|
$2.66 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,624
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,621
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
13,522
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.88%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,330
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Added 25.65%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
13,327
shares
|
$2.58 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
13,251
shares
|
$2.57 Million
2.53% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,996
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Added 644.33%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,895
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2025
Added 36.88%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
12,802
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Added 597.28%
|
|
|
American Assets Capital Advisers, LLC
|
Nov 04, 2025 Q3 2025 |
12,723
shares
|
$2.47 Million
2.61% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,546
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
12,372
shares
|
$2.4 Million
0.11% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
12,335
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,296
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2025
Added 460.18%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
12,156
shares
|
$2.36 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
12,077
shares
|
$2.34 Million
0.46% of portfolio
|
Q3 2025
Added 28.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12,038
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
11,874
shares
|
$2.3 Million
0.92% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,866
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,752
shares
|
$2.28 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,649
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.89%
|
|