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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
470
shares
|
$91,095
0.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
451
shares
|
$87,412
0.01% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
450
shares
|
$87,219
0.02% of portfolio
|
Q4 2020
Reduced 17.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
448
shares
|
$86,831
0.03% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
440
shares
|
$85,280
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
429
shares
|
$83,148
0.03% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
429
shares
|
$83,148
0.08% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
424
shares
|
$82,179
0.0% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
420
shares
|
$81,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
414
shares
|
$80,241
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
410
shares
|
$79,466
0.01% of portfolio
|
Q4 2019
Added 329.51%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
405
shares
|
$78,497
0.0% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$77,528
0.11% of portfolio
|
Q2 2025
Reduced 73.23%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$77,528
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
395
shares
|
$76,558
0.01% of portfolio
|
Q3 2025
Added 36.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
394
shares
|
$76,365
0.01% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
389
shares
|
$75,395
0.03% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
386
shares
|
$74,814
0.01% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
379
shares
|
$73,457
0.0% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
360
shares
|
$69,775
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
350
shares
|
$67,837
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
348
shares
|
$67,449
0.0% of portfolio
|
Q3 2019
Reduced 17.92%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
338
shares
|
$65,511
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
336
shares
|
$65,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
335
shares
|
$64,929
0.01% of portfolio
|
Q3 2025
New holding
|
|