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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,109
shares
|
$323,752
0.01% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$322,371
0.08% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
2,092
shares
|
$321,142
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,088
shares
|
$320,528
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,080
shares
|
$319,300
0.04% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
2,074
shares
|
$318,379
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,072
shares
|
$318,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,062
shares
|
$316,537
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,053
shares
|
$315,156
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$314,541
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,045
shares
|
$313,927
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,038
shares
|
$312,853
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$307,020
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,000
shares
|
$307,020
0.03% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$307,020
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$307,020
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,969
shares
|
$302,261
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,961
shares
|
$301,033
0.03% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
1,953
shares
|
$299,805
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
1,935
shares
|
$297,041
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
1,933
shares
|
$296,734
0.16% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,932
shares
|
$296,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,932
shares
|
$296,581
0.0% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,919
shares
|
$294,585
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,918
shares
|
$294,432
0.04% of portfolio
|
Q4 2024
Added 0.47%
|