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 |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,555
shares
|
$301,390
0.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,552
shares
|
$300,808
0.07% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,538
shares
|
$298,095
0.04% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
1,537
shares
|
$297,901
0.02% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,535
shares
|
$297,513
0.01% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,519
shares
|
$294,412
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,518
shares
|
$294,218
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
1,515
shares
|
$293,637
0.03% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,506
shares
|
$291,892
0.02% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
1,504
shares
|
$291,505
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$290,730
0.03% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,498
shares
|
$290,342
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,496
shares
|
$289,954
0.21% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,492
shares
|
$289,179
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
1,487
shares
|
$288,210
0.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
1,487
shares
|
$288,210
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,486
shares
|
$288,016
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,484
shares
|
$287,628
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,477
shares
|
$286,272
0.02% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
1,466
shares
|
$284,140
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,466
shares
|
$284,140
0.21% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
1,465
shares
|
$283,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,453
shares
|
$281,620
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,448
shares
|
$280,651
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
1,448
shares
|
$280,651
0.18% of portfolio
|
Q4 2024
Reduced 3.66%
|
|