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 |
|---|---|---|---|---|---|
|
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
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
711
shares
|
$137,806
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
700
shares
|
$135,674
0.01% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
700
shares
|
$135,674
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
699
shares
|
$135,480
0.01% of portfolio
|
Q4 2025
Added 33.91%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
682
shares
|
$132,185
0.01% of portfolio
|
Q4 2025
Reduced 51.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
680
shares
|
$131,797
0.03% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
672
shares
|
$130,247
0.04% of portfolio
|
Q3 2025
Reduced 50.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
666
shares
|
$129,084
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
663
shares
|
$128,502
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
656
shares
|
$127,145
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
631
shares
|
$122,300
0.0% of portfolio
|
Q4 2025
Added 26.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
616
shares
|
$119,393
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
583
shares
|
$112,997
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
574
shares
|
$111,252
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Oct 28, 2025 Q3 2025 |
569
shares
|
$110,283
0.04% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
550
shares
|
$106,601
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
546
shares
|
$105,825
0.02% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
523
shares
|
$101,367
0.01% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
523
shares
|
$101,367
0.01% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
510
shares
|
$98,848
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$96,910
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
494
shares
|
$95,747
0.0% of portfolio
|
Q3 2022
Reduced 65.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
491
shares
|
$95,165
0.02% of portfolio
|
Q3 2025
Reduced 22.43%
|
|