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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
700
shares
|
$107,457
0.01% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
699
shares
|
$107,303
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
695
shares
|
$106,689
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
680
shares
|
$104,386
0.0% of portfolio
|
Q4 2024
Reduced 66.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
677
shares
|
$103,926
0.01% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
673
shares
|
$103,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
653
shares
|
$100,242
0.01% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
653
shares
|
$100,242
0.12% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
636
shares
|
$97,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
626
shares
|
$96,097
0.01% of portfolio
|
Q2 2024
Added 72.45%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
616
shares
|
$94,562
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
615
shares
|
$94,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
591
shares
|
$90,724
0.0% of portfolio
|
Q4 2024
Added 528.72%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
575
shares
|
$88,268
0.02% of portfolio
|
Q4 2024
Added 166.2%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
574
shares
|
$88,114
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
550
shares
|
$84,430
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
546
shares
|
$83,816
0.02% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
544
shares
|
$83,509
0.04% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
541
shares
|
$83,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
541
shares
|
$83,048
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
539
shares
|
$82,741
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
533
shares
|
$81,820
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
524
shares
|
$80,439
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
508
shares
|
$77,983
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
507
shares
|
$77,829
0.03% of portfolio
|
Q4 2024
Reduced 10.42%
|