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 |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
11,607
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2025
Added 45.74%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
11,600
shares
|
$2.25 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
11,574
shares
|
$2.24 Million
0.63% of portfolio
|
Q3 2025
Added 22.75%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
11,499
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.7%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
11,426
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,423
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Added 77.07%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,404
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
11,382
shares
|
$2.21 Million
0.87% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
11,253
shares
|
$2.18 Million
0.06% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
11,172
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
11,109
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
10,932
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,863
shares
|
$2.11 Million
0.26% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,843
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,823
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2022
Added 12.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,761
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
10,715
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
10,703
shares
|
$2.07 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$2.07 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
10,670
shares
|
$2.07 Million
0.51% of portfolio
|
Q4 2025
Reduced 16.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
10,663
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
10,538
shares
|
$2.04 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
10,531
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Morangie Management LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
10,496
shares
|
$2.03 Million
1.55% of portfolio
|
Q4 2025
Added 53.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
10,376
shares
|
$2.01 Million
0.19% of portfolio
|
Q2 2025
Added 10.47%
|
|