Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,388 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $95.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$24,718
0.0% of portfolio
|
Q1 2022
Reduced 36.17%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
148
shares
|
$24,388
0.0% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
148
shares
|
$24,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
145
shares
|
$23,894
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
143
shares
|
$23,564
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
142
shares
|
$23,400
0.01% of portfolio
|
Q2 2023
Reduced 6.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
142
shares
|
$23,400
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
136
shares
|
$22,411
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
136
shares
|
$22,411
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$22,246
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
135
shares
|
$22,246
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
133
shares
|
$21,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
133
shares
|
$21,917
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
130
shares
|
$21,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
128
shares
|
$21,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
126
shares
|
$20,763
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
125
shares
|
$20,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
122
shares
|
$20,104
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$19,774
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
119
shares
|
$19,610
0.01% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
115
shares
|
$18,950
0.01% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
114
shares
|
$18,786
0.0% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
110
shares
|
$18,126
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
107
shares
|
$17,632
0.0% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$17,302
0.01% of portfolio
|
Q4 2022
New holding
|