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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
317
shares
|
$48,662
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
316
shares
|
$48,509
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
313
shares
|
$48,048
0.0% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
304
shares
|
$46,667
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$46,053
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$46,053
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$46,053
0.0% of portfolio
|
Q4 2022
Reduced 10.98%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
300
shares
|
$46,053
0.01% of portfolio
|
Q4 2024
Added 165.49%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
300
shares
|
$46,053
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
297
shares
|
$45,592
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
296
shares
|
$45,438
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
292
shares
|
$44,824
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
288
shares
|
$44,210
0.0% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
270
shares
|
$41,447
0.0% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
270
shares
|
$41,447
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
261
shares
|
$40,066
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
255
shares
|
$39,145
0.0% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
250
shares
|
$38,377
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
248
shares
|
$38,070
0.0% of portfolio
|
Q4 2024
Reduced 89.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
231
shares
|
$35,460
0.0% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
228
shares
|
$35,000
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
226
shares
|
$34,693
0.0% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
220
shares
|
$33,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
219
shares
|
$33,618
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
215
shares
|
$33,004
0.0% of portfolio
|
Q4 2022
New holding
|