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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5,053
shares
|
$979,372
0.14% of portfolio
|
Q3 2025
Added 400.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,042
shares
|
$977,240
0.04% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,998
shares
|
$968,712
0.04% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
4,990
shares
|
$967,161
0.35% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
4,988
shares
|
$966,774
0.09% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,920
shares
|
$953,594
0.25% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
4,918
shares
|
$953,206
0.21% of portfolio
|
Q3 2025
Added 133.75%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,881
shares
|
$946,035
0.07% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,834
shares
|
$936,925
0.27% of portfolio
|
Q4 2025
Reduced 11.19%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,818
shares
|
$933,824
0.72% of portfolio
|
Q2 2022
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
4,800
shares
|
$930,336
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
4,795
shares
|
$929,366
0.02% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,785
shares
|
$927,428
0.26% of portfolio
|
Q3 2025
Reduced 66.29%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
4,749
shares
|
$920,451
0.55% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,697
shares
|
$910,372
0.07% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
4,693
shares
|
$909,597
0.21% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,614
shares
|
$894,285
0.02% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
4,611
shares
|
$893,704
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,584
shares
|
$888,470
0.01% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,584
shares
|
$888,470
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
4,562
shares
|
$884,206
0.1% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,535
shares
|
$878,973
0.02% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
4,534
shares
|
$878,779
0.19% of portfolio
|
Q4 2025
Reduced 14.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,528
shares
|
$877,616
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,524
shares
|
$876,841
0.07% of portfolio
|
Q3 2025
Reduced 3.0%
|
|