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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
55
shares
|
$8,443
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
55
shares
|
$8,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
50
shares
|
$7,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
50
shares
|
$7,675
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
50
shares
|
$7,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
50
shares
|
$7,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
47
shares
|
$7,214
0.0% of portfolio
|
Q3 2024
Added 683.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
46
shares
|
$7,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
46
shares
|
$7,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
44
shares
|
$6,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
42
shares
|
$6,447
0.0% of portfolio
|
Q2 2024
Added 281.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
41
shares
|
$6,293
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$5,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
36
shares
|
$5,526
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$5,526
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
34
shares
|
$5,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
34
shares
|
$5,219
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
32
shares
|
$4,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
30
shares
|
$4,605
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
28
shares
|
$4,298
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
26
shares
|
$3,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
25
shares
|
$3,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$3,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
23
shares
|
$3,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
22
shares
|
$3,377
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|