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 |
|---|---|---|---|---|---|
|
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
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
1,220
shares
|
$236,460
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
1,219
shares
|
$236,266
0.01% of portfolio
|
Q4 2025
Reduced 28.04%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,215
shares
|
$235,491
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
1,214
shares
|
$235,297
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,207
shares
|
$233,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
1,200
shares
|
$232,584
0.05% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,200
shares
|
$232,584
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,200
shares
|
$232,584
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$232,584
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,186
shares
|
$229,870
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,179
shares
|
$228,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
1,177
shares
|
$228,126
0.04% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
1,176
shares
|
$227,932
0.05% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,174
shares
|
$227,544
0.09% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
1,172
shares
|
$227,157
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,165
shares
|
$225,800
0.03% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,163
shares
|
$225,412
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,161
shares
|
$225,025
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,155
shares
|
$223,862
0.07% of portfolio
|
Q3 2025
Added 173.05%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,153
shares
|
$223,474
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
1,152
shares
|
$223,280
0.01% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
1,149
shares
|
$222,699
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
1,147
shares
|
$222,311
0.01% of portfolio
|
Q4 2025
New holding
|
|