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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,296
shares
|
$673,870
0.01% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
4,290
shares
|
$672,929
0.03% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
4,247
shares
|
$666,184
0.16% of portfolio
|
Q4 2024
Added 51.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,240
shares
|
$665,086
0.03% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
4,202
shares
|
$659,125
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,185
shares
|
$656,459
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,185
shares
|
$656,459
0.02% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,172
shares
|
$654,419
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$652,067
0.0% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
4,116
shares
|
$645,635
0.07% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,115
shares
|
$645,478
0.01% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,095
shares
|
$642,341
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,060
shares
|
$636,851
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
4,047
shares
|
$634,812
0.04% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,033
shares
|
$632,616
0.02% of portfolio
|
Q4 2024
Reduced 54.69%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,027
shares
|
$631,675
0.14% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,013
shares
|
$629,479
0.01% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,966
shares
|
$622,106
0.01% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
3,962
shares
|
$621,479
0.2% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
3,958
shares
|
$620,851
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
3,921
shares
|
$615,048
0.14% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
3,887
shares
|
$609,714
0.06% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,886
shares
|
$609,557
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
3,845
shares
|
$603,126
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,844
shares
|
$602,969
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|