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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
22
shares
|
$3,377
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
21
shares
|
$3,223
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$2,609
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
16
shares
|
$2,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
16
shares
|
$2,456
0.0% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
15
shares
|
$2,302
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
15
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
14
shares
|
$2,149
0.0% of portfolio
|
Q1 2024
Reduced 92.05%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$1,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
11
shares
|
$1,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
11
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9
shares
|
$1,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
7
shares
|
$1,074
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
7
shares
|
$1,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
6
shares
|
$921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|