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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,271
shares
|
$348,621
0.09% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,270
shares
|
$348,467
0.06% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$348,160
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,253
shares
|
$345,858
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,250
shares
|
$345,397
0.14% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$344,629
0.0% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,242
shares
|
$344,169
0.0% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,238
shares
|
$343,555
0.06% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,236
shares
|
$343,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,215
shares
|
$340,024
0.02% of portfolio
|
Q1 2021
Added 77.2%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,215
shares
|
$340,024
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
2,213
shares
|
$339,717
0.02% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,210
shares
|
$339,257
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,203
shares
|
$338,182
0.01% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,195
shares
|
$336,954
0.02% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,182
shares
|
$334,958
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,164
shares
|
$332,195
0.14% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,155
shares
|
$330,814
0.02% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,152
shares
|
$330,353
0.08% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,137
shares
|
$328,050
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,125
shares
|
$326,208
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$325,594
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,120
shares
|
$325,441
0.12% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
2,118
shares
|
$325,134
0.16% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,116
shares
|
$324,827
0.02% of portfolio
|
Q4 2024
New holding
|