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 |
|---|---|---|---|---|---|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,858
shares
|
$553,937
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
2,833
shares
|
$549,092
0.15% of portfolio
|
Q1 2025
Added 46.56%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
2,821
shares
|
$546,766
0.21% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,818
shares
|
$546,184
0.01% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,813
shares
|
$545,215
0.02% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,784
shares
|
$539,594
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,772
shares
|
$537,269
0.02% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,767
shares
|
$536,299
0.04% of portfolio
|
Q2 2024
Reduced 16.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,756
shares
|
$534,167
0.01% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2,740
shares
|
$531,066
0.15% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,717
shares
|
$526,608
0.04% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,710
shares
|
$525,252
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
2,706
shares
|
$524,476
0.32% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$523,895
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,679
shares
|
$519,243
0.11% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
2,677
shares
|
$518,856
0.01% of portfolio
|
Q4 2025
Added 12.62%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,675
shares
|
$518,468
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
2,665
shares
|
$516,530
0.2% of portfolio
|
Q4 2023
Reduced 7.75%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,659
shares
|
$515,367
0.06% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
2,652
shares
|
$514,010
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,645
shares
|
$512,653
0.08% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,638
shares
|
$511,297
0.1% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,619
shares
|
$507,614
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
2,607
shares
|
$505,288
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,582
shares
|
$500,443
0.01% of portfolio
|
Q2 2025
Reduced 13.12%
|
|