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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,911
shares
|
$293,357
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,904
shares
|
$292,283
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,893
shares
|
$290,594
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,891
shares
|
$290,287
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,885
shares
|
$289,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
1,885
shares
|
$289,366
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$287,984
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,873
shares
|
$287,524
0.03% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
1,863
shares
|
$285,989
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,859
shares
|
$285,375
0.07% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,858
shares
|
$285,221
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,814
shares
|
$278,467
0.14% of portfolio
|
Q4 2024
Reduced 31.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,811
shares
|
$278,006
0.01% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,802
shares
|
$276,625
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,790
shares
|
$274,782
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,790
shares
|
$274,782
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,781
shares
|
$273,401
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,777
shares
|
$272,787
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,777
shares
|
$272,787
0.04% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,777
shares
|
$272,787
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
1,765
shares
|
$270,945
0.06% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,765
shares
|
$270,945
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$269,717
0.03% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$268,642
0.14% of portfolio
|
Q4 2024
Reduced 46.56%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,741
shares
|
$267,260
0.05% of portfolio
|
Q4 2024
Reduced 26.57%
|