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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
54
shares
|
$10,466
0.0% of portfolio
|
Q3 2025
Added 1250.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
53
shares
|
$10,272
0.0% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
52
shares
|
$10,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
51
shares
|
$9,884
0.0% of portfolio
|
Q4 2025
Added 112.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
50
shares
|
$9,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
48
shares
|
$9,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
46
shares
|
$8,915
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
46
shares
|
$8,915
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
42
shares
|
$8,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
41
shares
|
$7,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$7,171
0.0% of portfolio
|
Q3 2025
Added 42.31%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$6,977
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
34
shares
|
$6,589
0.01% of portfolio
|
Q3 2025
Reduced 98.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
33
shares
|
$6,396
0.0% of portfolio
|
Q3 2025
Reduced 98.99%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
32
shares
|
$6,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
32
shares
|
$6,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
32
shares
|
$6,202
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
31
shares
|
$6,008
0.0% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
30
shares
|
$5,814
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
30
shares
|
$5,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
Added 190.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
Added 123.08%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$5,620
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|