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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,125
shares
|
$411,867
0.0% of portfolio
|
Q2 2025
Reduced 69.09%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$411,092
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
2,116
shares
|
$410,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,115
shares
|
$409,929
0.09% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,114
shares
|
$409,735
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,107
shares
|
$408,378
0.05% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,102
shares
|
$407,409
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,096
shares
|
$406,246
0.03% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,073
shares
|
$401,788
0.04% of portfolio
|
Q4 2025
Added 46.19%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,072
shares
|
$401,595
0.1% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,072
shares
|
$401,595
0.02% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,071
shares
|
$401,401
0.02% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$397,137
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,040
shares
|
$395,392
0.07% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,034
shares
|
$394,229
0.14% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,033
shares
|
$394,036
0.04% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,030
shares
|
$393,454
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,025
shares
|
$392,485
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,023
shares
|
$392,097
0.01% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,010
shares
|
$389,578
0.02% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$387,640
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$387,640
0.03% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
1,995
shares
|
$386,670
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
1,950
shares
|
$377,949
0.26% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,947
shares
|
$377,367
0.13% of portfolio
|
Q3 2025
Added 1.14%
|
|