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Welltower Inc.

WELL
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000766704

In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Welltower Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
735
No complete 13F data for Q4 2020
Shares held
383.0M
No complete 13F data for Q4 2020
Total value
$27.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 735 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ1 2021: $27.4B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Welltower Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WELL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp5$00.00%––
Providence Capital Advisors, LLC6$00.00%––
Financial Perspectives, Inc15,472$2160.01%––
Global Financial Private Client, LLC6$4400.00%––
MPS Loria Financial Planners, LLC20$1.00K0.00%––
Capital Advisory Group Advisory Services, LLC16$1.00K0.00%––
TFC Financial Management9$1.00K0.00%––
City Holding Co25$2.00K0.00%––
Transamerica Financial Advisors, Inc.21$2.00K0.05%––
Ironwood Financial, llc33$2.00K0.00%––
Horizon Financial Services, LLC25$2.00K0.00%––
Standard Family Office LLC25$2.00K0.00%––
First Horizon Corp45$3.00K0.00%––
Sonora Investment Management, LLC38$3.00K0.00%––
Financial Management Professionals, Inc.43$3.00K0.00%––
BerganKDV Wealth Management, LLC39$3.00K0.00%––
KB Financial Partners, LLC40$3.00K0.00%––
Howe & Rusling Inc50$4.00K0.00%––
Sageworth Trust Co60$4.00K0.00%––
Wealthcare Capital Management LLC55$4.00K0.00%––
Bartlett & Co. LLC60$4.00K0.00%––
Regal Wealth Group, Inc.51$4.00K0.00%––
Evolution Wealth Advisors, LLC50$4.00K0.00%––
Abundance Wealth Counselors50$4.00K0.00%––
Resolute Partners Group78$4.00K0.00%––
Bartlett & Co. Wealth Management LLC60$4.30K0.00%––
Reilly Financial Advisors, LLC64$5.00K0.00%––
TCI Wealth Advisors, Inc.59$5.00K0.00%––
Savior LLC72$5.00K0.01%––
Key Financial Inc64$5.00K0.00%––
Raffa Wealth Management, LLC73$5.23K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC92$6.00K0.00%––
Prestige Wealth Management Group LLC78$6.00K0.00%––
Pacitti Group Inc.89$6.00K0.00%––
Delta Asset Management LLC100$7.00K0.00%––
Logan Capital Management Inc100$7.00K0.00%––
Trust Co of Vermont100$7.00K0.00%––
Front Row Advisors LLC94$7.00K0.00%––
West Paces Advisors Inc.100$7.16K0.00%––
Tucker Asset Management LLC106$7.59K0.00%––
Tarbox Family Office, Inc.114$8.00K0.00%––
Meridian Wealth Partners, LLC117$8.00K0.00%––
Professional Financial Advisors, LLC112$8.00K0.00%––
Newbridge Financial Services Group, Inc.118$8.00K0.01%––
M&R Capital Management Inc135$9.00K0.00%––
Selective Wealth Management, Inc.140$10.0K0.01%––
Center for Financial Planning, Inc.133$10.0K0.00%––
Wolff Wiese Magana LLC138$10.0K0.01%––
IMA Wealth, Inc.155$11.0K0.00%––
Crewe Advisors LLC156$11.0K0.00%––
Bellevue Asset Management, LLC153$11.0K0.01%––
Ade, LLC153$11.0K0.01%––
Institutional & Family Asset Management, LLC173$12.0K0.00%––
BDO Wealth Advisors, LLC166$12.0K0.00%––
Sittner & Nelson, LLC171$12.0K0.01%––
McIlrath & Eck, LLC184$13.0K0.00%––
HM Payson & Co200$14.0K0.00%––
Community Bank, N.A.200$14.0K0.00%––
Global Trust Asset Management, LLC200$14.0K0.01%––
Hoover Financial Advisors, Inc.187$14.0K0.00%––
Mark Sheptoff Financial Planning, LLC230$16.0K0.01%––
Plante Moran Financial Advisors, LLC236$17.0K0.00%––
Lenox Wealth Advisors, LLC231$17.0K0.00%––
Winch Advisory Services, LLC232$17.0K0.01%––
Sun Life Financial INC249$18.0K0.00%––
Earnest Partners LLC250$18.0K0.00%––
NVWM, LLC245$18.0K0.01%––
Investors Research Corp251$18.0K0.01%––
Rosenberg Matthew Hamilton258$18.0K0.01%––
Aspire Private Capital, LLC278$20.0K0.01%––
Larson Financial Group LLC300$21.0K0.01%––
Prime Capital Investment Advisors, LLC290$21.0K0.00%––
Anchor Investment Management, LLC300$21.5K0.00%––
JNBA Financial Advisors312$22.0K0.00%––
MV Capital Management, Inc.314$22.0K0.00%––
GPS Wealth Strategies Group, LLC334$23.0K0.01%––
Concord Wealth Partners320$23.0K0.01%––
Heritage Wealth Advisors330$23.6K0.00%––
Tradewinds Capital Management, LLC335$24.0K0.00%––
Piscataqua Savings Bank338$24.0K0.02%––
Silvant Capital Management LLC348$25.0K0.00%––
Asset Dedication, LLC344$26.0K0.01%––
CSat Investment Advisory, L.P.360$26.0K0.02%––
CVA Family Office, LLC368$26.0K0.01%––
Sutton Wealth Advisors Inc.375$26.9K0.01%––
Ellis Investment Partners, LLC389$28.0K0.01%––
Atlas Capital Advisors LLC417$29.9K0.01%––
Brown Brothers Harriman & Co451$32.0K0.00%––
FinTrust Capital Advisors, LLC450$32.0K0.01%––
Pinnacle Bancorp, Inc.450$32.0K0.02%––
Trustcore Financial Services, LLC442$32.0K0.00%––
Valley National Advisers Inc500$36.0K0.01%––
North Star Investment Management Corp.500$36.0K0.00%––
Highlander Capital Management, LLC500$36.0K0.02%––
Allworth Financial LP500$36.0K0.00%––
WealthShield Partners, LLC504$36.0K0.01%––
Better Money Decisions, LLC500$36.0K0.04%––
Gradient Investments LLC517$37.0K0.00%––
Lindbrook Capital, LLC519$37.0K0.01%––
State of Wyoming534$38.0K0.06%––