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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
Jump Financial, LLC3,250$233.0K0.02%––
Hoylecohen, LLC3,300$236.0K0.02%––
Glenmede Trust Co NA3,349$239.0K0.00%––
International Assets Investment Management, LLC3,563$239.0K0.02%––
FineMark National Bank & Trust3,349$240.0K0.01%––
Clarius Group, LLC3,361$241.0K0.02%––
American Portfolios Advisors3,469$248.5K0.01%––
Arkadios Wealth Advisors3,494$250.0K0.04%––
Bluestein R H & Co3,500$251.0K0.01%––
Proficio Capital Partners LLC3,507$251.0K0.03%––
Integrated Advisors Network LLC3,499$251.0K0.02%––
Mosaic Family Wealth, LLC3,500$251.0K0.08%––
JT Stratford LLC3,502$251.0K0.09%––
Assetmark, Inc3,521$252.0K0.00%––
Kingsview Wealth Management, LLC3,463$254.0K0.01%––
Flputnam Investment Management Co3,555$255.0K0.01%––
Koshinski Asset Management, Inc.3,672$263.0K0.03%––
Whalerock Point Partners, LLC3,680$263.6K0.12%––
Robertson Stephens Wealth Management, LLC3,703$265.0K0.04%––
Harbour Investments, Inc.3,716$266.0K0.01%––
Canandaigua National Corp3,747$268.0K0.05%––
Regions Financial Corp3,730$268.0K0.00%––
Southland Equity Partners LLC3,742$268.1K0.15%––
Beech Hill Advisors, Inc.3,750$269.0K0.11%––
Valeo Financial Advisors, LLC3,773$270.0K0.01%––
Park Avenue Securities LLC3,779$271.0K0.01%––
Unigestion Holding SA3,796$272.0K0.01%––
9258 Wealth Management, LLC3,830$274.0K0.08%––
BBVA USA Bancshares, Inc.3,861$276.0K0.01%––
Nwam LLC3,875$278.0K0.03%––
American National Registered Investment Advisor, Inc.3,950$283.0K0.11%––
Kinneret Advisory, LLC3,955$283.0K0.04%––
Greenleaf Trust3,959$284.0K0.00%––
Nomura Holdings Inc3,979$285.0K0.00%––
Dearborn Partners LLC3,974$285.0K0.01%––
Tokio Marine Asset Management Co Ltd3,981$285.0K0.03%––
Stratos Wealth Partners, LTD.3,989$286.0K0.01%––
Cutter & CO Brokerage, Inc.4,017$288.0K0.07%––
Wendell David Associates Inc4,050$290.0K0.03%––
Carmichael Hill & Associates, Inc.4,132$296.0K0.18%––
Donaldson Capital Management, LLC4,150$297.0K0.02%––
Wolverine Trading, LLC4,098$299.0K0.01%––
Wetherby Asset Management Inc4,172$299.0K0.02%––
Parkside Financial Bank & Trust4,192$301.0K0.09%––
Sara-Bay Financial4,195$301.0K0.12%––
FourThought Financial, LLC4,255$304.0K0.04%––
Bollard Group LLC4,273$306.0K0.01%––
Good Life Advisors, LLC4,271$308.0K0.06%––
Personal Cfo Solutions, LLC4,335$310.0K0.07%––
Checchi Capital Advisers, LLC4,365$313.0K0.04%––
Prospera Financial Services Inc4,406$316.0K0.02%––
Associated Banc-Corp7,009$321.0K0.02%––
Somerville Kurt F4,500$322.0K0.05%––
Cullen/Frost Bankers, Inc.4,527$324.0K0.01%––
Weld Capital Management LLC4,538$325.0K0.14%––
Crescent Capital Consulting, LLC4,586$329.0K0.07%––
Corient Capital Partners, LLC4,610$331.0K0.03%––
ARS Wealth Advisors, LLC4,708$337.0K0.07%––
LCNB Corp4,735$339.0K0.18%––
Advisory Services Network, LLC4,769$342.0K0.01%––
AlphaMark Advisors, LLC4,805$344.0K0.13%––
Tower Bridge Advisors4,850$347.4K0.03%––
Archford Capital Strategies, LLC4,583$349.0K0.09%––
Cresset Asset Management, LLC4,895$350.0K0.01%––
Westshore Wealth, LLC4,915$352.0K0.20%––
Jones Financial Companies LLLP4,939$354.0K0.00%––
Mirabella Financial Services LLP4,975$356.0K0.11%––
Quantitative Systematic Strategies LLC5,015$359.0K0.06%––
First Midwest Bank Trust Division5,026$360.0K0.05%––
Veritable, L.P.5,075$364.0K0.01%––
Level Four Advisory Services, LLC5,113$366.0K0.03%––
Mirae Asset Global Investments Co., Ltd.5,169$370.0K0.00%––
Global Retirement Partners, LLC5,200$372.0K0.04%––
Farmers & Merchants Investments Inc5,215$374.0K0.02%––
Orion Capital Management LLC5,290$379.0K0.27%––
Conning Inc.5,302$380.0K0.01%––
IHT Wealth Management, LLC5,348$383.0K0.03%––
Proequities, Inc.5,396$387.0K0.03%––
Intrua Financial, LLC5,070$388.0K0.10%––
Hunter Associates Investment Management LLC5,505$394.0K0.09%––
IFP Advisors, Inc5,754$408.0K0.01%––
Ameritas Investment Partners, Inc.5,776$414.0K0.02%––
Whittier Trust Co of Nevada Inc5,897$423.0K0.02%––
Marcum Wealth, LLC5,938$425.0K0.07%––
American Research & Management Co.6,000$430.0K0.10%––
AE Wealth Management LLC6,068$435.0K0.00%––
GWM Advisors LLC6,088$436.0K0.01%––
Pettyjohn, Wood & White, Inc6,137$440.0K0.10%––
Monetary Management Group Inc6,175$442.0K0.14%––
Wambolt & Associates, LLC6,078$445.0K0.23%––
Essex Private Wealth Management, LLC6,220$446.0K0.43%––
Livforsakringsbolaget Skandia, Omsesidigt6,245$447.0K0.03%––
Lido Advisors, LLC6,280$450.0K0.01%––
Values First Advisors, Inc.6,277$450.0K0.33%––
Obermeyer Wood Investment Counsel, LLLP6,302$451.0K0.03%––
Marks Group Wealth Management, Inc6,404$460.0K0.07%––
Texas Yale Capital Corp.6,494$465.0K0.03%––
Lincoln National Corp6,635$476.0K0.01%––
V Wealth Advisors LLC6,651$476.0K0.09%––
IndexIQ Advisors LLC6,680$478.0K0.02%––