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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
1,327
shares
|
$257,199
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
1,326
shares
|
$257,005
0.02% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,317
shares
|
$255,260
0.01% of portfolio
|
Q3 2025
Reduced 95.79%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,312
shares
|
$254,291
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
1,301
shares
|
$252,159
0.01% of portfolio
|
Q4 2025
Reduced 24.18%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$251,966
0.01% of portfolio
|
Q2 2025
Reduced 49.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,297
shares
|
$251,384
0.01% of portfolio
|
Q4 2025
Reduced 32.94%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
1,294
shares
|
$250,803
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,290
shares
|
$250,027
0.01% of portfolio
|
Q4 2025
Added 10.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
1,275
shares
|
$247,120
0.01% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
1,271
shares
|
$246,345
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,260
shares
|
$244,213
0.04% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
1,260
shares
|
$244,213
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,254
shares
|
$243,050
0.01% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
1,250
shares
|
$242,275
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,250
shares
|
$242,275
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
1,247
shares
|
$241,693
0.06% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,240
shares
|
$240,336
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,235
shares
|
$239,367
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
1,235
shares
|
$239,367
0.18% of portfolio
|
Q4 2025
Reduced 18.43%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
1,232
shares
|
$238,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
1,232
shares
|
$238,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,231
shares
|
$238,592
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
1,226
shares
|
$237,623
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,223
shares
|
$237,041
0.04% of portfolio
|
Q3 2025
New holding
|
|