Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,502 institutions that hold shares in the stock, with a total of 597 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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,790
shares
|
$346,937
0.2% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,781
shares
|
$345,193
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,776
shares
|
$344,224
0.01% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$344,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
1,776
shares
|
$344,224
0.14% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,765
shares
|
$342,092
0.12% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$339,185
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,747
shares
|
$338,603
0.05% of portfolio
|
Q4 2025
Reduced 7.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,747
shares
|
$338,603
0.01% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,736
shares
|
$336,471
0.05% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,736
shares
|
$336,471
0.01% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,731
shares
|
$335,502
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,719
shares
|
$333,176
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,718
shares
|
$332,982
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,714
shares
|
$332,207
0.03% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
1,709
shares
|
$331,238
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
1,706
shares
|
$330,656
0.03% of portfolio
|
Q4 2025
Reduced 14.79%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
1,703
shares
|
$330,075
0.02% of portfolio
|
Q4 2025
Reduced 7.75%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
1,700
shares
|
$329,494
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,699
shares
|
$329,300
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
1,689
shares
|
$327,361
0.0% of portfolio
|
Q3 2025
Reduced 94.12%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
1,688
shares
|
$327,168
0.03% of portfolio
|
Q4 2025
Added 9.26%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,671
shares
|
$323,873
0.06% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,662
shares
|
$322,128
0.04% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
1,661
shares
|
$321,935
0.12% of portfolio
|
Q2 2025
Reduced 0.24%
|
|