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 |
|---|---|---|---|---|---|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
7,607
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,601
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2022
Reduced 16.34%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
7,599
shares
|
$1.19 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,596
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,361
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
7,333
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
7,300
shares
|
$1.15 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
7,261
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 23.97%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,221
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
7,200
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Reduced 37.83%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
7,176
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
7,089
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,005
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
6,982
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
6,973
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,957
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.08%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
6,925
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 193.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,915
shares
|
$1.08 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,881
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,820
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,716
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,686
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
6,669
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,642
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,603
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Added 0.06%
|