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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
Visionary Wealth Advisors6,705$480.0K0.05%––
Wealthspire Advisors, LLC6,759$484.0K0.01%––
Pearl River Capital, LLC6,774$485.0K0.15%––
Spotlight Asset Group, Inc.6,798$487.0K0.18%––
Davy Global Fund Management Ltd6,843$490.0K0.09%––
Verition Fund Management LLC6,850$491.0K0.01%––
Veriti Management LLC6,907$495.0K0.13%––
Armor Investment Advisors, LLC6,995$501.0K0.33%––
IFG Advisory, LLC7,153$512.0K0.06%––
Financial Counselors Inc7,241$519.0K0.01%––
Lazard Asset Management LLC7,463$534.0K0.00%––
Shell Asset Management Co7,478$536.0K0.01%––
Summit Financial Group Inc7,618$546.0K0.23%––
HighPoint Advisor Group LLC7,288$547.0K0.06%––
JustInvest LLC7,648$548.0K0.08%––
Spire Wealth Management7,630$548.0K0.01%––
Argent Advisors, Inc.7,665$549.0K0.35%––
Brinker Capital Investments, LLC7,692$551.0K0.01%––
TD Private Client Wealth LLC7,862$563.1K0.03%––
Sheaff Brock Investment Advisors, LLC8,029$575.0K0.06%––
Huntington National Bank8,227$589.0K0.01%––
Madden Advisory Services, Inc.8,300$595.0K0.47%––
Resources Investment Advisors, LLC.8,559$613.0K0.03%––
Banque Cantonale Vaudoise8,576$614.0K0.03%––
Stelac Advisory Services LLC8,591$615.0K0.23%––
Carnegie Capital Asset Management, LLC8,637$619.0K0.03%––
Pratt Collard Advisory Partners LLC8,640$619.0K0.44%––
EP Wealth Advisors, LLC8,680$622.0K0.02%––
Gotham Asset Management, LLC9,075$650.0K0.03%––
Community Bank & Trust, Waco, Texas9,070$650.0K0.22%––
Weather Gauge Advisory, LLC9,488$680.0K0.80%––
USS Investment Management Ltd9,600$688.0K0.01%––
Lumbard & Kellner, LLC9,767$700.0K0.25%––
Atlantic Union Bankshares Corp9,790$701.0K0.07%––
Allstate Corp9,795$702.0K0.02%––
Natixis9,817$703.0K0.00%––
Broderick Brian C9,910$710.0K0.20%––
LS Investment Advisors, LLC9,958$713.0K0.04%––
Jeppson Wealth Management, LLC9,968$714.0K0.42%––
American Assets Investment Management, LLC10,000$716.0K0.10%––
Rockefeller Capital Management L.P.10,032$718.0K0.00%––
Meitav Dash Investments Ltd10,104$724.0K0.02%––
Sigma Planning Corp10,103$724.0K0.02%––
Cornell Pochily Investment Advisors, Inc.10,367$743.0K0.36%––
Umb Bank N A10,405$746.0K0.02%––
Kornitzer Capital Management Inc10,500$752.0K0.01%––
GoalVest Advisory LLC10,522$754.0K0.56%––
Gray Wealth Management Inc.10,620$761.0K0.48%––
Meiji Yasuda Life Insurance Co10,682$765.0K0.01%––
Los Angeles Capital Management LLC10,686$765.0K0.00%––
Geneos Wealth Management Inc.10,388$779.0K0.02%––
Garrison Bradford & Associates Inc10,973$786.0K0.88%––
Koss-Olinger Consulting, LLC11,122$797.0K0.14%––
Bamco Inc11,146$798.0K0.00%––
Parallax Volatility Advisers, L.P.11,190$802.0K0.01%––
OPSEU Pension Plan Trust Fund11,272$808.0K0.21%––
Whittier Trust Co11,405$817.0K0.02%––
Silvercrest Asset Management Group LLC11,421$818.0K0.01%––
Laurel Wealth Advisors, Inc.11,481$822.0K0.12%––
Profund Advisors LLC11,535$826.0K0.03%––
Steward Partners Investment Advisory, LLC11,673$836.1K0.01%––
Cetera Investment Advisers11,695$838.0K0.02%––
Ingalls & Snyder LLC11,791$845.0K0.04%––
Kentucky Retirement Systems Insurance Trust Fund11,953$856.0K0.09%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH11,973$858.0K0.09%––
Cetera Advisor Networks LLC12,061$864.0K0.02%––
Penserra Capital Management LLC12,400$887.0K0.02%––
Bridgefront Capital, LLC12,589$902.0K0.28%––
Brown Advisory Inc12,829$918.0K0.00%––
Snowden Capital Advisors LLC12,880$922.6K0.05%––
Everence Capital Management Inc13,140$941.0K0.09%––
Comerica Securities,inc.13,165$943.0K0.07%––
Banco Bilbao Vizcaya Argentaria, S.A.13,165$944.0K0.02%––
Cadent Capital Advisors, LLC13,392$959.0K0.43%––
Welch Group, LLC13,400$960.0K0.07%––
Intersect Capital LLC13,538$970.0K0.20%––
Advisor Partners LLC13,570$972.0K0.07%––
NFP Retirement, Inc.13,661$978.5K0.43%––
Wealthstreet Investment Advisors, LLC13,750$985.0K0.10%––
Cetera Advisors LLC13,763$986.0K0.03%––
Schnieders Capital Management LLC13,863$993.0K0.30%––
First Hawaiian Bank14,066$1.01M0.04%––
Ethic Inc.14,212$1.02M0.18%––
IBM Retirement Fund14,261$1.02M0.07%––
AlphaCrest Capital Management LLC14,637$1.05M0.06%––
Colony Group LLC14,715$1.05M0.02%––
BP PLC14,855$1.06M0.04%––
Mariner, LLC14,984$1.07M0.01%––
Cigna Investments Inc15,017$1.07M0.07%––
Tdam USA Inc.15,075$1.08M0.07%––
Liberty Capital Management, Inc.15,218$1.09M0.38%––
Exane Derivatives15,305$1.10M0.33%––
Avantax Advisory Services, Inc.15,470$1.10M0.02%––
Panagora Asset Management Inc15,690$1.12M0.01%––
Fred Alger Management, LLC16,004$1.15M0.00%––
World Asset Management Inc15,294$1.15M0.10%––
Spirit of America Management Corp16,035$1.15M0.27%––
Creegan & Nassoura Financial Group, LLC16,192$1.16M1.03%––
Paradigm Asset Management Co LLC16,300$1.17M0.31%––
We Are One Seven, LLC16,329$1.17M0.20%––