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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,144
shares
|
$221,730
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
1,129
shares
|
$218,822
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,128
shares
|
$218,628
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,125
shares
|
$218,047
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,124
shares
|
$217,853
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,123
shares
|
$217,659
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
1,120
shares
|
$217,078
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,120
shares
|
$217,078
0.01% of portfolio
|
Q3 2025
Added 116.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,117
shares
|
$216,496
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,114
shares
|
$215,915
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
1,113
shares
|
$215,721
0.12% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 15, 2026 Q4 2025 |
1,106
shares
|
$214,364
1.31% of portfolio
|
Q4 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
1,102
shares
|
$213,589
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
1,101
shares
|
$213,395
0.03% of portfolio
|
Q4 2021
Reduced 15.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,100
shares
|
$213,202
0.01% of portfolio
|
Q4 2022
Added 10.0%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
1,097
shares
|
$212,620
0.03% of portfolio
|
Q4 2025
Reduced 5.84%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,088
shares
|
$210,876
0.04% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,064
shares
|
$206,224
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,058
shares
|
$205,061
0.06% of portfolio
|
Q4 2022
Added 701.52%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,046
shares
|
$202,735
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$197,696
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,001
shares
|
$194,013
0.03% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
986
shares
|
$191,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
986
shares
|
$191,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
984
shares
|
$190,718
0.06% of portfolio
|
Q2 2024
Reduced 14.36%
|
|