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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
956
shares
|
$185,291
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
948
shares
|
$183,741
0.02% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
945
shares
|
$183,159
0.06% of portfolio
|
Q2 2022
Reduced 25.71%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
937
shares
|
$181,609
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
921
shares
|
$178,508
0.07% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
920
shares
|
$178,314
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
915
shares
|
$177,345
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
910
shares
|
$176,376
0.01% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
906
shares
|
$175,600
0.01% of portfolio
|
Q3 2025
Reduced 97.74%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
885
shares
|
$171,530
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
871
shares
|
$168,817
0.03% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$168,429
0.0% of portfolio
|
Q3 2025
Reduced 36.1%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
830
shares
|
$160,870
0.0% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
830
shares
|
$160,870
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
801
shares
|
$155,249
0.02% of portfolio
|
Q3 2025
Added 26.94%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
800
shares
|
$155,056
0.05% of portfolio
|
Q1 2024
Reduced 10.11%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
800
shares
|
$155,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
793
shares
|
$153,699
0.02% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
789
shares
|
$152,923
0.15% of portfolio
|
Q4 2025
Added 2934.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
775
shares
|
$150,210
0.01% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
765
shares
|
$148,272
0.02% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
740
shares
|
$143,426
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
722
shares
|
$139,938
0.09% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
720
shares
|
$139,550
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
715
shares
|
$138,581
0.04% of portfolio
|
Q4 2024
New holding
|
|