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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
6,939
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,923
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 29.04%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
6,911
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2025
Added 7.97%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
6,906
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,871
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 219.88%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
6,868
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 95.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
6,865
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
6,840
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,716
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
6,601
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2025
Added 7.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,565
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 112.25%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
6,518
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,496
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,465
shares
|
$1.25 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,427
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
6,422
shares
|
$1.24 Million
0.28% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
6,387
shares
|
$1.24 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
6,346
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
6,297
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.55%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
6,280
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,232
shares
|
$1.21 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
6,229
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6,229
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 61.96%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
6,147
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.47%
|
|