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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
212
shares
|
$32,544
0.01% of portfolio
|
Q3 2024
Reduced 76.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
211
shares
|
$32,390
0.0% of portfolio
|
Q2 2023
Added 27.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
208
shares
|
$31,930
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
205
shares
|
$31,469
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
203
shares
|
$31,162
0.01% of portfolio
|
Q4 2023
Reduced 22.81%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$30,702
0.01% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
200
shares
|
$30,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
200
shares
|
$30,702
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
194
shares
|
$29,780
0.0% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
191
shares
|
$29,320
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
188
shares
|
$28,859
0.0% of portfolio
|
Q4 2024
Reduced 84.18%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
188
shares
|
$28,859
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
187
shares
|
$28,706
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
184
shares
|
$28,245
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
182
shares
|
$27,938
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
182
shares
|
$27,938
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
176
shares
|
$27,017
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
175
shares
|
$26,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
171
shares
|
$26,250
0.01% of portfolio
|
Q4 2022
Reduced 12.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
169
shares
|
$25,943
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
168
shares
|
$25,789
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
166
shares
|
$25,482
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
164
shares
|
$25,175
0.01% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
160
shares
|
$24,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
158
shares
|
$24,254
0.01% of portfolio
|
Q4 2021
New holding
|