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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$263,576
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$263,269
0.03% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,710
shares
|
$262,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,710
shares
|
$262,502
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,700
shares
|
$260,966
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$260,966
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
1,699
shares
|
$260,813
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,698
shares
|
$260,659
0.04% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
1,680
shares
|
$257,896
0.08% of portfolio
|
Q4 2024
Reduced 41.16%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$255,133
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
1,655
shares
|
$254,059
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
1,655
shares
|
$254,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
1,653
shares
|
$253,752
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,649
shares
|
$253,137
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,641
shares
|
$251,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,631
shares
|
$250,374
0.06% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
1,602
shares
|
$245,923
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,600
shares
|
$245,616
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,599
shares
|
$245,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,596
shares
|
$245,001
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,594
shares
|
$244,694
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,588
shares
|
$243,773
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,541
shares
|
$236,558
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,522
shares
|
$233,642
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,519
shares
|
$233,181
0.01% of portfolio
|
Q2 2024
Reduced 55.02%
|