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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
3,036
shares
|
$588,437
0.77% of portfolio
|
Q4 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,033
shares
|
$587,856
0.05% of portfolio
|
Q3 2025
Added 108.88%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,030
shares
|
$587,274
0.11% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,021
shares
|
$585,530
0.01% of portfolio
|
Q3 2025
Reduced 31.45%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,019
shares
|
$585,142
0.03% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,013
shares
|
$583,979
0.01% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$581,460
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$581,460
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,000
shares
|
$581,460
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,999
shares
|
$581,266
0.03% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,979
shares
|
$577,389
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
2,960
shares
|
$573,707
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
2,956
shares
|
$572,931
0.04% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
2,933
shares
|
$568,474
0.12% of portfolio
|
Q4 2025
Reduced 21.49%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,923
shares
|
$566,535
0.03% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
2,919
shares
|
$565,760
0.13% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,918
shares
|
$565,566
0.0% of portfolio
|
Q3 2025
Added 31.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,918
shares
|
$565,566
0.04% of portfolio
|
Q3 2025
Reduced 48.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,913
shares
|
$564,597
0.01% of portfolio
|
Q2 2020
Reduced 33.63%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,910
shares
|
$564,016
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,906
shares
|
$563,240
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,904
shares
|
$562,853
0.5% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
2,902
shares
|
$562,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2,891
shares
|
$560,333
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,858
shares
|
$553,937
0.07% of portfolio
|
Q3 2025
Added 6.92%
|
|