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 |
|---|---|---|---|---|---|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
8,101
shares
|
$1.57 Million
0.85% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
8,085
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
8,067
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,950
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,932
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
7,820
shares
|
$1.52 Million
0.41% of portfolio
|
Q3 2025
Added 49.41%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
7,815
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,716
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,601
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2022
Reduced 16.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
7,559
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,504
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
7,439
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
7,430
shares
|
$1.44 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,322
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
7,276
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2025
Added 9.99%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
7,229
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
7,187
shares
|
$1.39 Million
0.61% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7,144
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
7,139
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
7,128
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
7,125
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
7,049
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,010
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,998
shares
|
$1.36 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.3%
|
|