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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
9,182
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Added 236.21%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
8,983
shares
|
$1.74 Million
0.62% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,963
shares
|
$1.74 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
8,938
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
8,822
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,820
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Added 35.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,813
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
8,806
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
8,788
shares
|
$1.7 Million
0.84% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
8,785
shares
|
$1.7 Million
0.63% of portfolio
|
Q4 2025
Reduced 8.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
8,764
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
8,726
shares
|
$1.69 Million
0.32% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,537
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
8,520
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,468
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
8,404
shares
|
$1.63 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
8,400
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
8,385
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
8,350
shares
|
$1.62 Million
0.43% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
8,345
shares
|
$1.62 Million
0.37% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,289
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,217
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
8,188
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,111
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Added 110.89%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
8,110
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.7%
|
|