Companies / Welltower, Inc. / Institutional moves
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Welltower, Inc.

Institutional position changes, all quarters

347 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBlackRock, Inc.Jun 30, 2026+5,268,560+7.2%78,049,214$1.20Bhigh
TrimmedDEUTSCHE BANK AGJun 30, 2026-761,110-13%4,975,818$172.75Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+378,482+0.9%42,138,810$85.90Mhigh
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+368,272+19%2,334,400$83.59Mhigh
ExitedFORSTA AP-FONDENJun 30, 2026-242,600-100%0$45.03Mmedium
AddedLPL Financial LLCJun 30, 2026+113,586+31%480,491$25.78Mmedium
NewCornerstone Advisors, LLCJun 30, 2026+101,285New101,285$22.99Mmedium
AddedCENTERSQUARE INVESTMENT MANAGEMENT LLCJun 30, 2026+98,623+1.8%5,640,625$22.38Mmedium
TrimmedM.D. Sass, LLCJun 30, 2026-35,164-13%237,876$7.98Mmedium
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+22,685+36%86,187$5.15Mmedium
TrimmedLido Advisors, LLCJun 30, 2026-20,980-29%50,575$4.76Mlow
AddedNaviter Wealth, LLCJun 30, 2026+18,903+44%61,832$4.29Mlow
TrimmedVictory Capital Management, Inc.Jun 30, 2026-12,801-3.7%331,229$2.91Mlow
ExitedDonoghue Forlines LLCJun 30, 2026-13,423-100%0$2.49Mlow
AddedPlato Investment Management LtdJun 30, 2026+9,668+220%14,060$2.18Mlow
TrimmedGSI Capital Advisors LLCJun 30, 2026-8,551-8.6%90,578$1.94Mlow
AddedWealthfront Advisers LLCJun 30, 2026+5,936+7.2%88,184$1.35Mlow
ExitedMQS Management LLCJun 30, 2026-5,405-100%0$1.00Mlow
ExitedAlphaQuest LLCJun 30, 2026-5,267-100%0$977.6Klow
AddedSigma Planning CorpJun 30, 2026+3,542+73%8,406$803.9Klow
AddedArizona State Retirement SystemJun 30, 2026+2,602+1.3%195,494$590.6Klow
AddedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026+1,843+47%5,728$418.3Klow
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-1,601-14%9,481$363.4Klow
TrimmedMay Hill Capital, LLCJun 30, 2026-1,533-49%1,601$347.9Klow
NewHexagon Capital Partners LLCJun 30, 2026+1,419New1,419$322.1Klow
NewLeConte Wealth Management, LLCJun 30, 2026+1,316New1,316$298.8Klow
NewVantus Wealth LLCJun 30, 2026+1,192New1,192$270.5Klow
TrimmedPerigon Wealth Management, LLCJun 30, 2026-1,190-18%5,411$270.1Klow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+1,055+27%4,977$239.4Klow
NewFIRST NATIONAL BANK OF OMAHAJun 30, 2026+1,000New1,000$227.7Klow
NewEthos Financial Group, LLCJun 30, 2026+900New900$217.0Klow
NewPallas Capital Advisors LLCJun 30, 2026+939New939$213.1Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+921+26%4,471$209.0Klow
AddedBuckley Wealth Management, LLCJun 30, 2026+836+22%4,574$189.7Klow
TrimmedDakota Wealth ManagementJun 30, 2026-831-24%2,666$188.6Klow
TrimmedSG Americas Securities, LLCJun 30, 2026-812,544-72%310,350$184.4Klow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+746+4.3%17,952$169.3Klow
TrimmedOneDigital Investment Advisors LLCJun 30, 2026-669-6.1%10,280$151.8Klow
AddedQuent Capital, LLCJun 30, 2026+494+32%2,048$112.1Klow
AddedMEEDER ASSET MANAGEMENT INCJun 30, 2026+482>1000%483$109.4Klow
AddedFocused Wealth Management, IncJun 30, 2026+433+32%1,794$98.3Klow
AddedWINDWARD CAPITAL MANAGEMENT CO /CAJun 30, 2026+321+0.7%43,385$72.9Klow
TrimmedMain Street Financial Solutions, LLCJun 30, 2026-308-16%1,658$69.9Klow
TrimmedTRUST CO OF VERMONTJun 30, 2026-252-36%447$57.2Klow
NewKingdom Financial Group LLC.Jun 30, 2026+215New215$48.8Klow
AddedBETO FINANCIAL GROUP, LLCJun 30, 2026+55+1.5%3,749$13.5Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+51+1.2%4,413$11.6Klow
AddedDunhill Financial, LLCJun 30, 2026+48+22%271$10.9Klow
AddedThe PNC Financial Services Group, Inc.Jun 30, 2026+37+0.0%224,490$8.4Klow
TrimmedEdgemoor Investment Advisors, Inc.Jun 30, 2026-25-0.2%14,360$5.7Klow
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