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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
3,553
shares
|
$688,642
0.02% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,551
shares
|
$688,254
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,540
shares
|
$686,122
0.0% of portfolio
|
Q3 2022
Added 8.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,525
shares
|
$683,215
0.01% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,523
shares
|
$682,827
0.01% of portfolio
|
Q2 2024
Added 44.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
3,522
shares
|
$682,634
0.04% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$678,370
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,497
shares
|
$677,788
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
3,491
shares
|
$676,625
0.14% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,484
shares
|
$675,268
0.16% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,482
shares
|
$674,881
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
3,474
shares
|
$673,330
0.21% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,474
shares
|
$673,330
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,470
shares
|
$672,555
0.11% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
3,447
shares
|
$668,097
0.12% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
3,443
shares
|
$667,322
0.09% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,443
shares
|
$667,322
0.11% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,406
shares
|
$660,150
0.17% of portfolio
|
Q2 2022
Reduced 3.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,385
shares
|
$656,080
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
3,366
shares
|
$652,398
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,364
shares
|
$652,010
0.02% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,352
shares
|
$649,684
0.0% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
3,332
shares
|
$645,808
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,331
shares
|
$645,614
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,328
shares
|
$645,032
0.04% of portfolio
|
Q3 2025
Added 1.19%
|
|