Welltower Inc.

WELL

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000766704

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $27.4B

Institutions holding WELL and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,602	$160.7B
Q1 2026	1,498	$133.3B
Q4 2025	1,438	$125.5B
Q3 2025	1,337	$111.3B
Q2 2025	1,266	$99.5B
Q1 2025	1,237	$97.4B
Q4 2024	1,132	$77.9B
Q3 2024	1,064	$76.9B
Q2 2024	1,001	$61.0B
Q1 2024	963	$52.6B
Q4 2023	935	$48.6B
Q3 2023	828	$42.1B
Q2 2023	813	$39.9B
Q1 2023	776	$34.5B
Q4 2022	799	$30.9B
Q3 2022	786	$29.8B
Q2 2022	819	$37.4B
Q1 2022	847	$42.3B
Q4 2021	807	$36.5B
Q3 2021	763	$33.6B
Q2 2021	759	$33.4B
Q1 2021	735	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
FDx Advisors, Inc.	16,411	$1.18M	0.04%	–	–
Bard Associates Inc	16,475	$1.18M	0.43%	–	–
Te Ahumairangi Investment Management Ltd	16,500	$1.18M	0.15%	–	–
E. Ohman J:or Asset Management AB	16,704	$1.20M	0.04%	–	–
M Holdings Securities, Inc.	17,368	$1.24M	0.11%	–	–
Meiji Yasuda Asset Management Co Ltd.	17,391	$1.25M	0.09%	–	–
NTV Asset Management LLC	17,513	$1.25M	0.23%	–	–
D.A. Davidson & Co.	17,514	$1.25M	0.02%	–	–
Cascade Investment Advisors, Inc.	17,933	$1.28M	0.84%	–	–
Xponance, Inc.	17,951	$1.29M	0.03%	–	–
RDA Financial Network	18,061	$1.29M	0.56%	–	–
Forte Capital LLC	18,118	$1.30M	0.20%	–	–
Sumitomo Life Insurance Co	18,273	$1.31M	0.05%	–	–
Fort Washington Investment Advisors Inc	18,730	$1.34M	0.01%	–	–
Northwestern Mutual Investment Management Company, LLC	18,921	$1.35M	0.02%	–	–
Eaton Vance Management	19,113	$1.37M	0.00%	–	–
Aevitas Wealth Management, Inc.	19,143	$1.37M	0.96%	–	–
Connor, Clark & Lunn Investment Management Ltd.	19,231	$1.38M	0.01%	–	–
Spouting Rock Asset Management, LLC	19,380	$1.39M	0.43%	–	–
Bokf, NA	19,399	$1.39M	0.03%	–	–
HighTower Advisors, LLC	19,465	$1.39M	0.00%	–	–
Oxford Financial Group Ltd	19,544	$1.40M	0.19%	–	–
MML Investors Services, LLC	19,619	$1.41M	0.01%	–	–
Commerce Bank	19,718	$1.41M	0.01%	–	–
Hotaling Investment Management, LLC	19,724	$1.41M	0.63%	–	–
Mercer Global Advisors Inc	20,045	$1.44M	0.01%	–	–
Wealthfront Advisers LLC	20,296	$1.45M	0.01%	–	–
Independent Advisor Alliance	20,635	$1.48M	0.09%	–	–
Fifth Third Bancorp	20,741	$1.49M	0.01%	–	–
South Dakota Investment Council	20,816	$1.49M	0.02%	–	–
Crossmark Global Holdings, Inc.	20,830	$1.49M	0.04%	–	–
Semmax Financial Advisors Inc.	21,040	$1.51M	0.54%	–	–
Summit Place Financial Advisors, LLC	21,035	$1.51M	1.21%	–	–
Raymond James Trust N.A.	21,135	$1.51M	0.05%	–	–
Edgemoor Investment Advisors, Inc.	21,951	$1.57M	0.16%	–	–
Vestmark Advisory Solutions, Inc.	22,441	$1.61M	0.14%	–	–
Strategic Wealth Advisors Group, LLC	22,736	$1.63M	0.08%	–	–
Amalgamated Bank	22,833	$1.64M	0.06%	–	–
Pacer Advisors, Inc.	22,839	$1.64M	0.03%	–	–
PFG Advisors	23,119	$1.66M	0.21%	–	–
ProVise Management Group, LLC	23,158	$1.66M	0.18%	–	–
Quantitative Investment Management, LLC	24,160	$1.73M	0.15%	–	–
Boston Family Office LLC	24,288	$1.74M	0.13%	–	–
Virtu Financial LLC	24,885	$1.78M	0.13%	–	–
Edgestream Partners, L.P.	25,043	$1.79M	0.10%	–	–
Cipher Capital LP	25,729	$1.84M	0.22%	–	–
Wesbanco Bank Inc	25,882	$1.85M	0.07%	–	–
Louisiana State Employees Retirement System	25,900	$1.85M	0.05%	–	–
Mackenzie Financial Corp	26,058	$1.87M	0.00%	–	–
Kentucky Retirement Systems	26,241	$1.88M	0.09%	–	–
Edmond de Rothschild Holding S.A.	26,316	$1.89M	0.05%	–	–
New Mexico Educational Retirement Board	26,348	$1.89M	0.07%	–	–
Busey Wealth Management	26,473	$1.90M	0.10%	–	–
Callahan Advisors, LLC	26,479	$1.90M	0.26%	–	–
QS Investors, LLC	26,550	$1.90M	0.02%	–	–
B. Metzler seel. Sohn & Co. Holding AG	27,058	$1.94M	0.03%	–	–
Capital Investment Advisors, LLC	27,270	$1.95M	0.07%	–	–
Private Advisor Group, LLC	27,593	$1.98M	0.02%	–	–
American National Insurance Co	27,655	$1.98M	0.08%	–	–
SG Americas Securities, LLC	28,282	$2.03M	0.01%	–	–
Stephens Inc	29,188	$2.09M	0.03%	–	–
Elo Mutual Pension Insurance Co	30,106	$2.16M	0.07%	–	–
Oppenheimer & Co Inc	30,929	$2.21M	0.04%	–	–
Moody National Bank Trust Division	31,079	$2.23M	0.05%	–	–
Creative Planning	31,333	$2.24M	0.00%	–	–
Rafferty Asset Management, LLC	31,417	$2.25M	0.02%	–	–
United Capital Financial Advisers, LLC	31,468	$2.25M	0.01%	–	–
Vident Investment Advisory, LLC	31,891	$2.28M	0.08%	–	–
Maryland State Retirement & Pension System	32,026	$2.29M	0.08%	–	–
Teachers Retirement System of the State of Kentucky	32,050	$2.30M	0.02%	–	–
Fma Advisory Inc	32,260	$2.31M	0.71%	–	–
Pinebridge Investments, L.P.	32,297	$2.31M	0.03%	–	–
Consolidated Planning Corp	32,419	$2.32M	1.48%	–	–
Citadel Advisors LLC	32,579	$2.33M	0.00%	–	–
M&T Bank Corp	33,893	$2.43M	0.01%	–	–
Blair William & Co	34,217	$2.45M	0.01%	–	–
Pensionfund Sabic	34,259	$2.45M	0.57%	–	–
Oregon Public Employees Retirement Fund	34,594	$2.48M	0.03%	–	–
Dai-Ichi Life Insurance Company, Ltd	34,793	$2.49M	0.03%	–	–
ING Groep NV	34,910	$2.50M	0.05%	–	–
Buckhead Capital Management LLC	35,257	$2.52M	0.59%	–	–
First Republic Investment Management, Inc.	35,246	$2.52M	0.01%	–	–
Northwestern Mutual Wealth Management Co	35,296	$2.53M	0.01%	–	–
Rainey & Randall Investment Management Inc.	35,459	$2.54M	1.37%	–	–
CIBC Asset Management Inc	36,051	$2.58M	0.01%	–	–
Spinnaker Trust	36,118	$2.59M	0.19%	–	–
Cubist Systematic Strategies, LLC	37,412	$2.68M	0.03%	–	–
Candriam Luxembourg S.C.A.	44,556	$2.77M	0.02%	–	–
NN Investment Partners Holdings N.V.	39,398	$2.82M	0.02%	–	–
CIBC World Markets Corp	39,795	$2.85M	0.02%	–	–
US Bancorp	40,469	$2.90M	0.01%	–	–
Bard Financial Services, Inc.	41,160	$2.95M	0.29%	–	–
Norinchukin Bank, The	41,621	$2.98M	0.04%	–	–
Redpoint Investment Management Pty Ltd	41,873	$3.00M	0.25%	–	–
Cambridge Investment Research Advisors, Inc.	42,217	$3.02M	0.02%	–	–
Ancora Advisors, LLC	42,590	$3.05M	0.08%	–	–
Gateway Investment Advisers LLC	45,787	$3.28M	0.04%	–	–
Weiss Asset Management LP	46,209	$3.31M	0.10%	–	–
IFM Investors Pty Ltd	46,696	$3.35M	0.09%	–	–
Windward Capital Management Co	48,534	$3.48M	0.35%	–	–