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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
171
shares
|
$33,143
0.01% of portfolio
|
Q4 2022
Reduced 12.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
168
shares
|
$32,561
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
165
shares
|
$31,980
0.0% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
163
shares
|
$31,592
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
160
shares
|
$31,011
0.0% of portfolio
|
Q4 2025
Added 28.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
158
shares
|
$30,623
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
158
shares
|
$30,623
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
156
shares
|
$30,235
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
155
shares
|
$30,042
0.01% of portfolio
|
Q4 2025
Added 8.39%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
153
shares
|
$29,654
0.0% of portfolio
|
Q4 2025
Added 62.77%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
152
shares
|
$29,460
0.01% of portfolio
|
Q2 2021
Reduced 28.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
152
shares
|
$29,460
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$29,073
0.0% of portfolio
|
Q1 2022
Reduced 36.17%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
149
shares
|
$28,879
0.0% of portfolio
|
Q3 2025
Added 49.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
148
shares
|
$28,685
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
147
shares
|
$28,491
0.01% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
146
shares
|
$28,297
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
143
shares
|
$27,716
0.01% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
143
shares
|
$27,716
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$27,522
0.01% of portfolio
|
Q2 2023
Reduced 6.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
142
shares
|
$27,522
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
142
shares
|
$27,522
0.01% of portfolio
|
Q3 2025
Added 84.42%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
139
shares
|
$26,940
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
136
shares
|
$26,359
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$26,165
0.0% of portfolio
|
Q2 2017
New holding
|
|