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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
226
shares
|
$43,803
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
215
shares
|
$41,671
0.0% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
215
shares
|
$41,671
0.0% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
212
shares
|
$41,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
211
shares
|
$40,896
0.0% of portfolio
|
Q2 2023
Added 27.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
208
shares
|
$40,314
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
206
shares
|
$39,926
0.0% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
206
shares
|
$39,926
0.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
205
shares
|
$39,733
0.0% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
203
shares
|
$39,345
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$38,764
0.02% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
200
shares
|
$38,764
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
199
shares
|
$38,570
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
196
shares
|
$37,988
0.03% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
195
shares
|
$37,794
0.02% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
191
shares
|
$37,019
0.03% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
187
shares
|
$36,244
0.01% of portfolio
|
Q2 2025
Added 78.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
186
shares
|
$36,050
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
185
shares
|
$35,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
184
shares
|
$35,662
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
183
shares
|
$35,469
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
182
shares
|
$35,275
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
176
shares
|
$34,112
0.01% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
172
shares
|
$33,337
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
172
shares
|
$33,337
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|