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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
1,661
shares
|
$321,935
0.12% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,659
shares
|
$321,547
0.02% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
1,649
shares
|
$319,609
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,645
shares
|
$318,833
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,644
shares
|
$318,640
0.02% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
1,639
shares
|
$317,670
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
1,636
shares
|
$317,089
0.01% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
1,628
shares
|
$315,538
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
1,626
shares
|
$315,151
0.01% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,623
shares
|
$314,569
0.11% of portfolio
|
Q3 2025
Added 220.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,617
shares
|
$313,406
0.02% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,617
shares
|
$313,406
0.01% of portfolio
|
Q3 2025
Added 3493.33%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
1,600
shares
|
$310,112
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
1,600
shares
|
$310,112
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
1,596
shares
|
$309,336
0.02% of portfolio
|
Q3 2025
Reduced 40.76%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
1,594
shares
|
$308,949
0.16% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
1,591
shares
|
$308,367
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,589
shares
|
$307,979
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,587
shares
|
$307,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,582
shares
|
$306,623
0.18% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
1,570
shares
|
$304,297
0.02% of portfolio
|
Q3 2025
Reduced 38.09%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,567
shares
|
$303,715
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,567
shares
|
$303,715
0.01% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
1,558
shares
|
$301,971
0.02% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,557
shares
|
$301,777
0.02% of portfolio
|
Q3 2025
Reduced 39.35%
|
|