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 $91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$419,600
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,671
shares
|
$418,973
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,669
shares
|
$418,659
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,666
shares
|
$418,188
0.02% of portfolio
|
Q4 2024
Reduced 59.07%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
2,665
shares
|
$418,031
0.18% of portfolio
|
Q4 2023
Reduced 7.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,660
shares
|
$417,247
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,659
shares
|
$417,090
0.05% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
2,652
shares
|
$415,992
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,645
shares
|
$414,894
0.01% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,638
shares
|
$413,796
0.08% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,623
shares
|
$411,443
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
2,616
shares
|
$410,345
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,613
shares
|
$409,875
0.03% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$407,836
0.09% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,595
shares
|
$407,051
0.02% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,593
shares
|
$406,737
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,559
shares
|
$401,404
0.03% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,557
shares
|
$401,091
0.01% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
2,555
shares
|
$400,777
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,528
shares
|
$396,542
0.12% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,524
shares
|
$395,914
0.08% of portfolio
|
Q4 2024
Added 39.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
2,523
shares
|
$395,757
0.08% of portfolio
|
Q4 2024
Reduced 32.86%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$393,561
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$392,150
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
2,495
shares
|
$391,365
0.01% of portfolio
|
Q4 2024
Reduced 81.95%
|