WELLTOWER INC (WELL) Institutional Ownership and Insiders Activity
WELLTOWER INC (WELL) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $3.85M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $3.85M in WELL holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$3.85M
Largest Holder
Sequoia Financial Advisors
Largest Position
$3.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
Related WELL Institutional Insights:
- WELL Institutional Ownership & Insiders Activity
- WELL Institutional Ownership & 13F Activity
- WELL Top Institutional Shareholders
- WELL Institutional Buying Activity
- WELL Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- WELL Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings