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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,788
shares
|
$594,185
0.02% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,780
shares
|
$592,930
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,753
shares
|
$588,695
0.03% of portfolio
|
Q4 2024
Added 72.95%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,739
shares
|
$586,499
0.0% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,725
shares
|
$584,303
0.22% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$582,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,672
shares
|
$575,989
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
3,669
shares
|
$575,519
0.05% of portfolio
|
Q4 2024
Added 118.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
3,655
shares
|
$573,323
0.01% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,649
shares
|
$572,382
0.0% of portfolio
|
Q4 2024
Reduced 58.42%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,622
shares
|
$568,146
0.21% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,619
shares
|
$567,676
0.01% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
3,604
shares
|
$565,323
0.17% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,571
shares
|
$560,147
0.04% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$559,205
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,549
shares
|
$556,696
0.01% of portfolio
|
Q4 2024
Added 48.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,548
shares
|
$556,539
0.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,540
shares
|
$555,284
0.0% of portfolio
|
Q3 2022
Added 8.52%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,535
shares
|
$554,500
0.28% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,527
shares
|
$553,245
0.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,523
shares
|
$552,617
0.01% of portfolio
|
Q2 2024
Added 44.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
3,522
shares
|
$552,460
0.03% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$549,010
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,499
shares
|
$548,853
0.02% of portfolio
|
Q4 2024
Added 536.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,486
shares
|
$546,813
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|