WelltowerWELL

13F holders, Q4 2024 (December 31)
2holders +1
1new positions
0sold out
$66.41avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Welltower (WELL) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Kentucky Retirement Systems Insurance Trust Fund ($548K) and AlphaMark Advisors, LLC ($277K).

Company
Welltower
Filed as
HEALTH CARE REIT INC (Q4 2024)
CUSIP
42217K106
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$548K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 10,223 shares bought and 50 shares sold, net +10,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Kentucky Retirement Systems Insurance Trust Fund 0.09% New 10,223 $548K
AlphaMark Advisors, LLC 0.12% Reduce -2.2% 2,200 $277K

"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower the manager owns.