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Get Institutions for : 
Welltower Inc (WELL)  
$97.46 0.68 (0.7%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 885    55
Total shares held : 
 537,947,205  
% of shares held : 
 94.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   158  
Amount of shares held : 
 52,752,001  
% of shares held change : 
   9.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
99
 29,158,452
 5.42%
 
Increased Positions :
360
 45,907,605
 8.53%
 
Unchanged Positions :
169
 1,422,286
 0.26%
 
Decreased Positions :
257
-21,620,618
-4.02%
 
Closed Positions :
44
-693,438
-0.13%
 
Guru Positions :
1
11,091
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIMPLEX TRADING LLC 2216 *Closed 2024-03-31 0 $0 -12,305
   L & S ADVISORS INC 200 *Closed 2023-12-31 0 $0 -20,477
   South Dakota Investment Council 587 *Closed 2024-03-31 0 $0 -57,289
   Ergoteles LLC 93 *Closed 2023-09-30 0 $0 -59,419
   SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.LTD. 193 *Closed 2023-12-31 0 $0 -4,940
   TRUSTCORE FINANCIAL SERVICES LLC 992 *Closed 2022-12-31 0 $0 -442
   Tortoise Investment Management LLC 773 *Closed 2023-12-31 0 $0 -5
   MARYLAND CAPITAL ADVISORS INC. 223 *Closed 2024-03-31 0 $0 -177
   WEYBOSSET RESEARCH & MANAGEMENT LLC 46 *Closed 2024-03-31 0 $0 -2,600
   Premier Path Wealth Partners LLC 350 *Closed 2024-03-31 0 $0 -3,694
   VERITABLE LP 132 *Closed 2023-09-30 0 $0 -8,091
   NORTHCAPE WEALTH MANAGEMENT LLC 134 *Closed 2024-03-31 0 $0 -2,271
   Dynamic Technology Lab Private Ltd 1154 *Closed 2023-12-31 0 $0 -4,178
   Glassman Wealth Services 913 *Closed 2024-03-31 0 $0 -2,306
   DRW SECURITIES, LLC 284 *Closed 2023-12-31 0 $0 -9,575
   Investors Research Corp 1026 *Closed 2023-12-31 0 $0 -116
   ORG Partners LLC 1068 *Closed 2023-12-31 0 $0 -239
   AlphaCrest Capital Management LLC 308 *Closed 2022-12-31 0 $0 -37,532
   FORA Capital LLC 456 *Closed 2024-03-31 0 $0 -8,352
   Waterfront Capital Partners LLC 40 *Closed 2023-12-31 0 $0 -457,238
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -545
   Coppell Advisory Solutions LLC 1658 *Closed 2023-12-31 0 $0 -300
   M&G INVESTMENT MANAGEMENT LTD 346 *Closed 2023-12-31 0 $0 -2,643
   Coppell Advisory Solutions Corp. 883 *Closed 2023-03-31 0 $0 -300
   Benchmark Investment Advisors LLC 333 *Closed 2023-12-31 0 $0 -5,060
   BAKER AVENUE ASSET MANAGEMENT, LP 1153 *Closed 2023-12-31 0 $0 -7
   Blueprint Investment Partners LLC 138 *Closed 2023-12-31 0 $0 -3,085
   Stonebridge Capital Advisors LLC 646 *Closed 2023-12-31 0 $0 -1,576
   Balentine LLC 600 *Closed 2023-12-31 0 $0 -2,612
   FIRST MANHATTAN CO 1470 *Closed 2023-12-31 0 $0 -800
   CFO4Life L.P. 193 *Closed 2022-12-31 0 $0 -3,842
   Vident Investment Advisory LLC 624 *Closed 2023-09-30 0 $0 -40,089
   Stokes Family Office LLC 294 *Closed 2023-12-31 0 $0 -8,894
   PAYDENFUNDS 239 *Closed 2023-09-30 0 $0 -78,800
   ELEQUIN CAPITAL LP 450 *Closed 2023-12-31 0 $0 -13,803
   SeaCrest Wealth Management LLC 617 *Closed 2024-03-31 0 $0 -2,461
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 503 *Closed 2023-12-31 0 $0 -32,000
   Cascade Investment Advisors Inc. 117 *Closed 2024-03-31 0 $0 -2,815
   Front Row Advisors LLC 614 *Closed 2023-12-31 0 $0 -58
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -4,740
   IMPACTfolio LLC 47 *Closed 2024-03-31 0 $0 -2,749
   EARNEST PARTNERS LLC 932 *Closed 2023-12-31 0 $0 -250
   OXFORD FINANCIAL GROUP LTD 309 *Closed 2023-12-31 0 $0 -17,218
   USA Financial Portformulas Corp *Closed 2024-03-31 0 $0 -10,147
   Compagnie Lombard Odier SCA 586 *Closed 2024-03-31 0 $0 0
   HARTLINE INVESTMENT CORP/ 437 *Closed 2024-03-31 0 $0 -2,782
   IBEX WEALTH ADVISORS 131 *Closed 2024-03-31 0 $0 -5,663
   GATEWAY INVESTMENT ADVISERS LP 521 *Closed 2024-03-31 0 $0 -2,252
   BerganKDV Wealth Management LLC 1086 *Closed 2023-06-30 0 $0 -38
   KB FINANCIAL PARTNERS LLC 607 *Closed 2023-09-30 0 $0 -40
   BayBridge Capital Group LLC 97 *Closed 2024-03-31 0 $0 -3,982
   VIRTU FINANCIAL LLC 2120 *Closed 2023-12-31 0 $0 -2,596
   EMFO LLC 288 *Closed 2024-03-31 0 $0 -1,150
   HUNTER ASSOCIATES INC. 275 *Closed 2024-03-31 0 $0 -2,400
   Pearl River Capital LLC 612 *Closed 2023-12-31 0 $0 -10,583
   NVWM LLC 457 *Closed 2023-12-31 0 $0 -245
   Advisor Resource Council 540 *Closed 2024-03-31 0 $0 -2,229
   GREEN STREET INVESTORS LLC 30 *Closed 2023-12-31 0 $0 -50,508
   Fund Management at Engine No. 1 LLC 419 *Closed 2023-12-31 0 $0 -7,418
   Beverly Hills Private Wealth LLC 346 *Closed 2023-12-31 0 $0 -3,164
   KINGSWOOD WEALTH ADVISORS LLC 715 *Closed 2024-03-31 0 $0 -6,095
   WHITE BAY PT LLC 678 *Closed 2023-12-31 0 $0 -1
  62 Records found
  1    
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