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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,068
shares
|
$788,459
0.02% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,988
shares
|
$772,954
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,984
shares
|
$772,178
0.22% of portfolio
|
Q3 2025
Added 46.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,975
shares
|
$770,434
0.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,961
shares
|
$767,721
0.05% of portfolio
|
Q3 2025
Added 310.47%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
3,947
shares
|
$765,007
0.14% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
3,933
shares
|
$762,294
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,903
shares
|
$756,479
0.09% of portfolio
|
Q4 2025
Reduced 42.96%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,876
shares
|
$751,246
0.52% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,865
shares
|
$749,114
0.04% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,861
shares
|
$748,339
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,838
shares
|
$743,881
0.13% of portfolio
|
Q4 2025
Added 8.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,812
shares
|
$738,841
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,803
shares
|
$737,097
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
Nov 18, 2025 Q3 2025 |
3,800
shares
|
$736,516
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
3,740
shares
|
$724,886
0.26% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,710
shares
|
$719,072
0.03% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3,685
shares
|
$714,226
0.28% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,625
shares
|
$702,597
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,615
shares
|
$700,659
0.02% of portfolio
|
Q4 2025
Added 6.29%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,609
shares
|
$699,496
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
3,567
shares
|
$691,355
0.24% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
3,566
shares
|
$691,162
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$690,968
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,556
shares
|
$689,223
0.09% of portfolio
|
Q3 2025
Added 5.93%
|
|