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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,925
shares
|
$929,395
0.04% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,924
shares
|
$929,238
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
5,859
shares
|
$919,042
0.34% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,843
shares
|
$916,532
0.07% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,764
shares
|
$904,141
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,720
shares
|
$897,239
0.02% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
5,714
shares
|
$896,298
0.03% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
5,700
shares
|
$894,102
0.1% of portfolio
|
Q1 2022
Reduced 5.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,699
shares
|
$893,945
0.01% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,675
shares
|
$890,180
0.05% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,654
shares
|
$886,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,634
shares
|
$883,749
0.04% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
5,592
shares
|
$877,161
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
5,579
shares
|
$875,121
0.02% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
5,550
shares
|
$870,573
0.0% of portfolio
|
Q4 2024
Reduced 68.14%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,536
shares
|
$868,376
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$864,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
5,496
shares
|
$862,102
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
5,494
shares
|
$861,788
0.04% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,471
shares
|
$858,181
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
5,356
shares
|
$840,142
0.34% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,352
shares
|
$839,514
0.01% of portfolio
|
Q3 2022
Added 68.09%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,307
shares
|
$832,456
0.02% of portfolio
|
Q4 2024
Added 146.95%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
5,300
shares
|
$831,358
0.25% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,296
shares
|
$830,730
0.15% of portfolio
|
Q4 2022
Reduced 23.19%
|