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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,680
shares
|
$1.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,674
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
5,600
shares
|
$1.09 Million
1.48% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,600
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,577
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,554
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
5,496
shares
|
$1.07 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,471
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
5,454
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,452
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,419
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
5,394
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
5,394
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
5,387
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
5,381
shares
|
$1.04 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,374
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 67.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,352
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2022
Added 68.09%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,296
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2022
Reduced 23.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
5,274
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,267
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
5,248
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,164
shares
|
$1 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
5,156
shares
|
$999,335
0.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
5,135
shares
|
$995,265
0.14% of portfolio
|
Q3 2025
Reduced 69.04%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,060
shares
|
$980,729
0.55% of portfolio
|
Q4 2023
New holding
|
|