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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
334
shares
|
$64,735
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
333
shares
|
$64,542
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
325
shares
|
$62,991
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
320
shares
|
$62,022
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
317
shares
|
$61,440
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
307
shares
|
$59,502
0.01% of portfolio
|
Q2 2025
Added 39.55%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
301
shares
|
$58,339
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$58,146
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$58,146
0.0% of portfolio
|
Q4 2022
Reduced 10.98%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$58,146
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
294
shares
|
$56,983
0.01% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
293
shares
|
$56,789
0.01% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
292
shares
|
$56,595
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
288
shares
|
$55,820
0.0% of portfolio
|
Q3 2025
Added 585.71%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
278
shares
|
$53,881
0.01% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
270
shares
|
$52,331
0.0% of portfolio
|
Q3 2025
Reduced 46.75%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
270
shares
|
$52,331
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
267
shares
|
$51,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
263
shares
|
$50,974
0.01% of portfolio
|
Q4 2025
Reduced 29.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
261
shares
|
$50,587
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
255
shares
|
$49,424
0.01% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
252
shares
|
$48,842
0.01% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
245
shares
|
$47,485
0.02% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
230
shares
|
$44,578
0.0% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
228
shares
|
$44,190
0.01% of portfolio
|
Q4 2022
New holding
|
|