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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,363
shares
|
$457,996
0.07% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,334
shares
|
$452,375
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,324
shares
|
$450,437
0.01% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
2,312
shares
|
$448,111
0.0% of portfolio
|
Q3 2025
Added 37.78%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
2,308
shares
|
$447,336
0.12% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,307
shares
|
$447,142
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,300
shares
|
$445,786
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
2,294
shares
|
$444,623
0.3% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,277
shares
|
$441,328
0.02% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,277
shares
|
$441,328
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
2,275
shares
|
$440,940
0.01% of portfolio
|
Q3 2025
Added 46.02%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,268
shares
|
$439,583
0.22% of portfolio
|
Q4 2023
Reduced 79.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,253
shares
|
$436,676
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
2,246
shares
|
$435,319
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$433,769
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,235
shares
|
$433,187
0.05% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,224
shares
|
$431,055
0.03% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,203
shares
|
$426,985
0.01% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
2,196
shares
|
$425,628
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,196
shares
|
$425,628
0.15% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,193
shares
|
$425,047
0.18% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
2,190
shares
|
$424,465
0.19% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
2,167
shares
|
$420,007
0.02% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,155
shares
|
$417,682
0.02% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,135
shares
|
$413,805
0.16% of portfolio
|
Q3 2025
Added 13.68%
|
|