WELL — Welltower Inc Institutional Holders · Q3 2026

Name: Who Owns WELL? 72 Institutions Hold $266M (Q3 2026)
Creator: ko.io

Who owns Welltower Inc (WELL)? 72 institutions reported holding $266.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($160.4M), Venture Visionary Partners LLC ($19.7M), Border to Coast Pensions Partnership Ltd ($17.2M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$160.4M	696,783	Trimmed
2	Venture Visionary Partners LLC	$19.7M	85,760	Added
3	Border to Coast Pensions Partnership Ltd	$17.2M	75,000	Trimmed
4	Pensionfund DSM Netherlands	$13.9M	60,253	Hold
5	Pensionfund Sabic	$7.2M	31,059	Hold
6	GAMMA Investing LLC	$4.6M	20,126	Added
7	YHB Investment Advisors, Inc.	$4.4M	18,936	Added
8	Farther Finance Advisors, LLC	$3.3M	14,190	Added
9	Everhart Financial Group, Inc.	$2.5M	10,657	Added
10	Gerald Baker Financial Group LLC	$2.4M	10,521	Added
11	Wedmont Private Capital	$2.4M	10,724	Added
12	AMERICAN NATIONAL BANK & TRUST	$2.1M	9,213	Added
13	Wealth Enhancement Trust Services, Inc.	$2.1M	9,070	Added
14	Emergent Wealth Advisors, LLC	$1.8M	8,033	Trimmed
15	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$1.5M	6,618	Trimmed
16	Apella Capital, LLC	$1.4M	6,341	Added
17	RFG - Bristol Wealth Advisors, LLC	$1.3M	5,632	Trimmed
18	CX Institutional	$1.3M	5,559	Added
19	STABLEFORD CAPITAL II LLC	$1.2M	5,126	Trimmed
20	Legacy Wealth Asset Management, LLC	$1.1M	4,845	Added
21	SAPIENT CAPITAL LLC	$1.1M	4,775	Trimmed
22	Stonebridge Financial Group, LLC	$815,510	3,542	Added
23	CoreCap Advisors, LLC	$789,042	3,427	Added
24	Avidian Wealth Enterprises, LLC	$773,558	3,360	Added
25	Valeo Financial Advisors, LLC	$717,180	3,115	Added

Source: SEC Form 13F filings · as of 2026-09-30