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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,216
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,195
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2022
Added 4.57%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,195
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
10,186
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
10,153
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,129
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,017
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$1.94 Million
0.13% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$1.94 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Brant Point Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$1.94 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,979
shares
|
$1.93 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
9,974
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
9,873
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
9,825
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
9,746
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2025
Reduced 29.48%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,666
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
9,644
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,579
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,574
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
9,461
shares
|
$1.83 Million
1.52% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,459
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
9,335
shares
|
$1.81 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,279
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9,215
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2025
Reduced 35.99%
|
|