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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
135
shares
|
$26,165
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
135
shares
|
$26,165
0.01% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
133
shares
|
$25,778
0.0% of portfolio
|
Q1 2021
Reduced 69.28%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
131
shares
|
$25,390
0.01% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
131
shares
|
$25,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
131
shares
|
$25,390
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$23,258
0.0% of portfolio
|
Q2 2022
Added 160.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
118
shares
|
$22,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
115
shares
|
$22,289
0.0% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
114
shares
|
$22,095
0.02% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
110
shares
|
$21,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
110
shares
|
$21,320
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
107
shares
|
$20,738
0.0% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$20,351
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
105
shares
|
$20,351
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
105
shares
|
$20,351
0.0% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
102
shares
|
$19,769
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
100
shares
|
$19,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$19,382
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
100
shares
|
$19,382
0.01% of portfolio
|
Q3 2023
Reduced 56.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$19,382
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
100
shares
|
$19,382
0.0% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
100
shares
|
$19,382
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
95
shares
|
$18,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
94
shares
|
$18,219
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|