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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,138
shares
|
$1.19 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,096
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,067
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 40.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
6,054
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
6,049
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
6,025
shares
|
$1.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,010
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
6,006
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
6,002
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5,990
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2025
Added 87.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
5,974
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 29.44%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5,940
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,936
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,932
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,928
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2025
Added 24.09%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,925
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,914
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,864
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
5,853
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,790
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,758
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
5,751
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
5,713
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
5,700
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2022
Reduced 5.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,692
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 0.55%
|
|