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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,928
shares
|
$373,684
0.02% of portfolio
|
Q3 2025
Added 38.21%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,928
shares
|
$373,684
0.04% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
1,928
shares
|
$373,684
0.1% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
1,927
shares
|
$373,491
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,920
shares
|
$372,134
0.02% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,920
shares
|
$372,134
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,911
shares
|
$370,390
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,910
shares
|
$370,196
0.01% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
1,897
shares
|
$367,676
0.0% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
1,896
shares
|
$367,482
0.1% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,892
shares
|
$366,707
0.05% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,883
shares
|
$364,963
0.16% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
1,883
shares
|
$364,963
0.1% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
1,883
shares
|
$364,963
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,882
shares
|
$364,769
0.03% of portfolio
|
Q3 2025
Added 3321.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,882
shares
|
$364,769
0.01% of portfolio
|
Q4 2025
Added 15.53%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$363,606
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
1,873
shares
|
$363,024
0.06% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,872
shares
|
$362,831
0.03% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,870
shares
|
$362,443
0.13% of portfolio
|
Q3 2025
Reduced 61.28%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,842
shares
|
$357,016
0.02% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,835
shares
|
$355,659
0.01% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,830
shares
|
$354,690
0.0% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,807
shares
|
$350,232
0.0% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Cmc Financial Group
Atlanta, GA |
Dec 01, 2025 Q3 2025 |
1,800
shares
|
$348,876
1.3% of portfolio
|
Q3 2025
New holding
|
|