Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,502 institutions that hold shares in the stock, with a total of 597 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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
2,579
shares
|
$499,861
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,573
shares
|
$498,698
0.22% of portfolio
|
Q3 2025
Added 35.64%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
2,568
shares
|
$497,729
0.04% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
2,535
shares
|
$491,333
0.0% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,524
shares
|
$489,201
0.03% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
2,524
shares
|
$489,201
0.11% of portfolio
|
Q4 2024
Added 39.14%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
2,515
shares
|
$487,457
0.15% of portfolio
|
Q2 2025
Reduced 41.78%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,514
shares
|
$487,263
0.15% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,508
shares
|
$486,100
0.0% of portfolio
|
Q3 2025
Added 126.15%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$484,550
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
2,492
shares
|
$482,999
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
2,490
shares
|
$482,611
0.25% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,489
shares
|
$482,417
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
2,487
shares
|
$482,030
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
2,477
shares
|
$480,092
0.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,472
shares
|
$479,123
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
2,455
shares
|
$475,828
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
2,450
shares
|
$474,859
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,424
shares
|
$469,819
0.02% of portfolio
|
Q4 2025
Added 11.76%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,423
shares
|
$469,625
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,418
shares
|
$468,656
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,392
shares
|
$463,617
0.01% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,366
shares
|
$458,578
0.01% of portfolio
|
Q3 2025
Reduced 57.16%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,365
shares
|
$458,384
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,364
shares
|
$458,190
0.01% of portfolio
|
Q3 2025
Added 10.11%
|
|