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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
94
shares
|
$18,219
0.0% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
91
shares
|
$17,637
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
91
shares
|
$17,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
87
shares
|
$16,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
83
shares
|
$16,087
0.0% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
83
shares
|
$16,087
0.01% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
81
shares
|
$15,699
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
78
shares
|
$15,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
75
shares
|
$14,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
75
shares
|
$14,536
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
73
shares
|
$14,148
0.02% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
67
shares
|
$12,985
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
66
shares
|
$12,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
65
shares
|
$12,598
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$12,210
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
63
shares
|
$12,210
0.0% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
60
shares
|
$11,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
59
shares
|
$11,435
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
58
shares
|
$11,241
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
57
shares
|
$11,047
0.0% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
56
shares
|
$10,853
0.0% of portfolio
|
Q3 2025
Reduced 54.1%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
56
shares
|
$10,853
0.0% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
55
shares
|
$10,660
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
55
shares
|
$10,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
54
shares
|
$10,466
0.01% of portfolio
|
Q3 2025
New holding
|
|