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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
506
shares
|
$77,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
505
shares
|
$77,522
0.01% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$76,755
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
500
shares
|
$76,755
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$75,833
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
481
shares
|
$73,838
0.0% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
478
shares
|
$73,377
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
463
shares
|
$71,075
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
454
shares
|
$69,693
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
450
shares
|
$69,079
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
422
shares
|
$64,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$63,553
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
408
shares
|
$62,632
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
403
shares
|
$61,864
0.0% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
400
shares
|
$61,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$61,404
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
400
shares
|
$61,404
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
394
shares
|
$60,482
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
380
shares
|
$58,333
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
379
shares
|
$58,180
0.0% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
348
shares
|
$53,421
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
338
shares
|
$51,886
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
333
shares
|
$51,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$49,583
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
320
shares
|
$49,123
0.01% of portfolio
|
Q3 2022
New holding
|