13F

Stock

Welltower Inc.

WELL · held by 38 managers

Reported value

$5.62B

Holders

38

+1 new · −1 exited

Holders’ est. mark

$49.5M

Price effect on 16 books still in the name

Largest holder

$3.45B

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/19.4M$3.45BHeld
MORGAN STANLEY9.59M$1.71BHeld
BARCLAYS PLC1.83M$325.8M$39.5MAdded$76.9M
GROUPAMA ASSET MANAGMENT2.08M$35.4MHeld
Sanctuary Advisors, LLC191.9K$34.2M$4.52MAdded$5.7M
Swiss Life Asset Management Ltd125K$22.3M$2.67MAdded$5.45M
OP Asset Management Ltd69.7K$12.4M$1.65MAdded$2.01M
AIA Group Ltd24K$4.28MHeld
Allworth Financial LP21.8K$3.88MHeld
PEAK6 LLC16.2K$2.88M$52.4KAdded$2.55M
Wealthspire Retirement, LLC10.1K$1.8MHeld
INDEPENDENT FINANCIAL GROUP, LLC9.5K$1.69M$231.8KAdded$124.2K
Prestige Wealth Management Group LLC8.73K$1.55M$204.5KAdded$266.8K
Savant Capital, LLC7.66K$1.37M$167.7KAdded$309.7K
Cresset Asset Management, LLC4.88K$868.4K$117.7KAdded$127.1K
Cambria Investment Management, L.P.3.87K$688.5KHeld
Peak Planning Group, LLC3.56K$633.5K$184.2KAdded$187.9K
IFP Advisors, Inc3.37K$600.7KHeld
Keel Point, LLC3.31K$590.3KHeld
Strategic Investment Advisors / MI2.96K$526.6KHeld
Parsonex Advisory Services, Inc.2.22K$395.6K$54.2KAdded$54.2K
Painted Porch Advisors LLC2.2K$391.2KHeld
CMC Financial Group1.8K$320.7KHeld
Roehl & Yi Investment Advisors, LLC1.69K$301.6K$40.8KAdded$44.9K
MV CAPITAL MANAGEMENT, INC.1.38K$246.5KHeld
Essential Partners LLC1.25K$222.7K$4.59KAdded$193.8K
KBC Group NV966.5K$172.2KHeld
Cape Investment Advisory, Inc.429$76.4KHeld
BROADWATER CAPITAL MANAGEMENT LLC200$35.6K$35.4KAdded$4.88K
Scarborough Advisors, LLC175$31.1KHeld
Kilter Group LLC59$10.5KHeld
Pensionfund PDN52.8K$9.4KHeld
ADVISORS MANAGEMENT GROUP INC /ADV46.7K$8.32KHeld
Leonteq Securities AG44$7.84KNew
Clark Wealth Partners34$6.31K$925Added$1.85K
Principia Wealth Advisory, LLC32$5.7KHeld
Pensionfund Sabic28.6K$5.09K$698Added$621
NEW MEXICO EDUCATIONAL RETIREMENT BOARD28K$5KHeld

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.