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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
Harbor Investment Advisory, LLC550$39.0K0.01%––
San Francisco Sentry Investment Group (Ca)549$40.0K0.02%––
Focused Wealth Management, Inc583$42.0K0.01%––
CX Institutional607$43.0K0.00%––
Group One Trading, L.P.647$46.0K0.00%––
Enterprise Financial Services Corp665$47.0K0.01%––
Graves-Light Private Wealth Management, Inc.657$47.0K0.01%––
Sound Income Strategies, LLC675$48.4K0.01%––
Kistler-Tiffany Companies, LLC685$49.0K0.01%––
IAG Wealth Partners, LLC673$49.0K0.02%––
Creative Financial Designs Inc699$50.0K0.01%––
Zions Bancorporation, N.A.693$50.0K0.01%––
Barrett Asset Management, LLC750$54.0K0.00%––
AdvisorNet Financial, Inc797$57.0K0.00%––
Alpha DNA Investment Management LLC800$57.0K0.07%––
Old Second National Bank of Aurora808$58.0K0.02%––
Webster Bank, N. A.810$58.0K0.01%––
Montag A & Associates Inc842$60.0K0.00%––
TCTC Holdings, LLC850$61.0K0.00%––
NuWave Investment Management, LLC850$61.0K0.08%––
Trust Co850$61.0K0.04%––
Fieldpoint Private Securities, LLC872$62.0K0.01%––
Smithfield Trust Co900$64.0K0.00%––
HHM Wealth Advisors, LLC900$64.0K0.02%––
Private Ocean, LLC910$65.0K0.01%––
Patriot Financial Group Insurance Agency, LLC937$67.0K0.02%––
First Bank & Trust972$70.0K0.04%––
Berman Capital Advisors, LLC993$71.0K0.01%––
Sargent Bickham Lagudis LLC1,000$72.0K0.01%––
Mercer Capital Advisers, Inc.1,000$72.0K0.04%––
CoreFirst Bank & Trust1,000$72.0K0.05%––
Ameritas Investment Company, LLC1,029$73.7K0.01%––
Cordasco Financial Network1,029$74.0K0.05%––
Bedel Financial Consulting, Inc.1,032$74.0K0.03%––
Certified Advisory Corp1,036$74.0K0.02%––
Private Capital Group, LLC1,033$74.0K0.02%––
Carolinas Wealth Consulting LLC1,039$74.0K0.02%––
Glen Eagle Advisors, LLC1,051$75.3K0.03%––
Allred Capital Management, LLC1,181$84.6K0.04%––
Caldwell Trust Co1,210$86.7K0.01%––
Jacobi Capital Management LLC1,213$87.0K0.01%––
Parallel Advisors, LLC1,240$89.0K0.00%––
Evoke Wealth, LLC1,251$90.0K0.00%––
Clearstead Advisors, LLC1,271$91.0K0.01%––
Harvest Fund Management Co., Ltd1,290$92.0K0.01%––
Arcadia Investment Management Corp1,301$93.0K0.02%––
Massmutual Trust Co FSB1,298$93.0K0.00%––
Capital Analysts, LLC1,299$93.0K0.01%––
O'Shaughnessy Asset Management, LLC1,331$95.0K0.00%––
First Horizon Advisors, Inc.1,372$98.0K0.01%––
Benjamin F. Edwards & Company, Inc.1,408$101.0K0.01%––
Tobam1,426$102.0K0.00%––
Hanson & Doremus Investment Management1,500$107.0K0.02%––
Glassman Wealth Services1,554$111.0K0.02%––
Stonebridge Capital Advisors LLC1,576$113.0K0.01%––
Liberty Wealth Management LLC1,808$113.0K0.06%––
Accel Wealth Management1,645$118.0K0.10%––
Sowell Financial Services LLC1,640$121.0K0.00%––
NEXT Financial Group, Inc1,695$122.0K0.01%––
Wealthcare Advisory Partners LLC1,706$122.0K0.01%––
Washington Trust Co1,724$123.0K0.00%––
Banco de Sabadell, S.A1,712$123.0K0.01%––
Motco1,759$126.0K0.01%––
Quadrant Capital Group LLC1,780$128.0K0.02%––
Optimum Investment Advisors1,830$131.0K0.04%––
Bessemer Group Inc1,857$133.0K0.00%––
Federation des caisses Desjardins du Quebec1,890$135.4K0.00%––
Signaturefd, LLC1,947$139.0K0.01%––
Pflug Koory, LLC2,215$159.0K0.09%––
Charter Oak Capital Management, LLC2,228$160.0K0.02%––
Hudock, Inc.2,345$167.0K0.05%––
Atlantic Trust, LLC2,325$167.0K0.12%––
Vectors Research Management, LLC2,332$167.0K0.05%––
Bogart Wealth, LLC2,442$175.0K0.02%––
Carroll Financial Associates, Inc.2,533$181.0K0.01%––
Sterling Investment Advisors, Ltd.2,675$192.0K0.06%––
Seeyond2,727$195.0K0.02%––
CWM, LLC2,367$197.0K0.00%––
Acadian Asset Management LLC2,765$198.0K0.00%––
Sound View Wealth Advisors Group, LLC2,832$203.0K0.05%––
Sawtooth Solutions, LLC2,850$204.0K0.04%––
SeaCrest Wealth Management, LLC2,893$207.0K0.03%––
National Asset Management, Inc.2,907$209.0K0.01%––
Scotia Capital Inc.2,963$212.0K0.00%––
Stonnington Group, LLC3,000$213.0K0.05%––
Shelton Capital Management2,992$214.0K0.01%––
Dividend Assets Capital, LLC3,000$215.0K0.04%––
Keystone Financial Group3,038$218.0K0.04%––
Boston Private Wealth LLC3,058$219.0K0.00%––
PEAK6 Investments LLC3,070$220.0K0.01%––
Great Valley Advisor Group, Inc.3,080$220.0K0.02%––
Legacy Wealth Asset Management, LLC3,083$221.0K0.10%––
Meeder Asset Management Inc3,111$222.0K0.01%––
Moors & Cabot, Inc.3,100$222.0K0.02%––
Cutler Group LP3,120$223.0K0.02%––
Ellevest, Inc.3,120$223.0K0.03%––
TrinityPoint Wealth, LLC3,120$223.0K0.05%––
Federated Hermes, Inc.3,150$226.0K0.00%––
Moloney Securities Asset Management, LLC3,166$227.0K0.04%––
SFMG, LLC3,209$230.0K0.03%––