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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,441
shares
|
$279,294
0.09% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
1,439
shares
|
$278,906
0.11% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,431
shares
|
$277,356
0.07% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,426
shares
|
$276,387
0.03% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,423
shares
|
$275,805
0.02% of portfolio
|
Q3 2025
Added 89.48%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
1,422
shares
|
$275,612
0.08% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
1,410
shares
|
$273,286
0.06% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,403
shares
|
$271,929
0.01% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,395
shares
|
$270,378
0.01% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,392
shares
|
$269,797
0.02% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,392
shares
|
$269,797
0.02% of portfolio
|
Q4 2025
Added 10.39%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
1,392
shares
|
$269,797
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
1,388
shares
|
$269,022
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,384
shares
|
$268,246
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
1,380
shares
|
$267,471
0.08% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,365
shares
|
$264,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
1,361
shares
|
$263,789
0.03% of portfolio
|
Q4 2025
Added 8.53%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,360
shares
|
$263,595
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
1,358
shares
|
$263,207
0.07% of portfolio
|
Q4 2025
Reduced 22.31%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
1,356
shares
|
$262,819
0.06% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,356
shares
|
$262,819
0.01% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
1,351
shares
|
$261,850
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
1,350
shares
|
$261,657
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,334
shares
|
$258,555
0.02% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
1,330
shares
|
$257,780
0.01% of portfolio
|
Q3 2025
New holding
|
|