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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
6,595
shares
|
$1.03 Million
0.5% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,512
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,508
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
6,507
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,465
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
6,432
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
6,422
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,418
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
6,413
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
6,408
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
6,350
shares
|
$996,061
0.21% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,331
shares
|
$993,080
0.01% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6,325
shares
|
$992,139
0.01% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
6,313
shares
|
$990,257
0.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,276
shares
|
$984,453
0.03% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
6,246
shares
|
$979,747
0.03% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
6,236
shares
|
$978,178
0.44% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
6,223
shares
|
$976,139
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
6,216
shares
|
$975,041
0.02% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,138
shares
|
$962,806
0.45% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
6,126
shares
|
$960,924
0.16% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
6,075
shares
|
$952,924
0.39% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
6,069
shares
|
$951,983
0.16% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,947
shares
|
$932,846
0.04% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,934
shares
|
$930,807
0.01% of portfolio
|
Q4 2022
Added 16.26%
|