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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
Raymond James Trust N.A.21,135$1.51M0.05%––
Semmax Financial Advisors Inc.21,040$1.51M0.54%––
Summit Place Financial Advisors, LLC21,035$1.51M1.21%––
Crossmark Global Holdings, Inc.20,830$1.49M0.04%––
South Dakota Investment Council20,816$1.49M0.02%––
Fifth Third Bancorp20,741$1.49M0.01%––
Independent Advisor Alliance20,635$1.48M0.09%––
Wealthfront Advisers LLC20,296$1.45M0.01%––
Mercer Global Advisors Inc20,045$1.44M0.01%––
Hotaling Investment Management, LLC19,724$1.41M0.63%––
Commerce Bank19,718$1.41M0.01%––
MML Investors Services, LLC19,619$1.41M0.01%––
Oxford Financial Group Ltd19,544$1.40M0.19%––
HighTower Advisors, LLC19,465$1.39M0.00%––
Bokf, NA19,399$1.39M0.03%––
Spouting Rock Asset Management, LLC19,380$1.39M0.43%––
Connor, Clark & Lunn Investment Management Ltd.19,231$1.38M0.01%––
Aevitas Wealth Management, Inc.19,143$1.37M0.96%––
Eaton Vance Management19,113$1.37M0.00%––
Northwestern Mutual Investment Management Company, LLC18,921$1.35M0.02%––
Fort Washington Investment Advisors Inc18,730$1.34M0.01%––
Sumitomo Life Insurance Co18,273$1.31M0.05%––
Forte Capital LLC18,118$1.30M0.20%––
RDA Financial Network18,061$1.29M0.56%––
Xponance, Inc.17,951$1.29M0.03%––
Cascade Investment Advisors, Inc.17,933$1.28M0.84%––
D.A. Davidson & Co.17,514$1.25M0.02%––
NTV Asset Management LLC17,513$1.25M0.23%––
Meiji Yasuda Asset Management Co Ltd.17,391$1.25M0.09%––
M Holdings Securities, Inc.17,368$1.24M0.11%––
E. Ohman J:or Asset Management AB16,704$1.20M0.04%––
Te Ahumairangi Investment Management Ltd16,500$1.18M0.15%––
Bard Associates Inc16,475$1.18M0.43%––
FDx Advisors, Inc.16,411$1.18M0.04%––
We Are One Seven, LLC16,329$1.17M0.20%––
Paradigm Asset Management Co LLC16,300$1.17M0.31%––
Creegan & Nassoura Financial Group, LLC16,192$1.16M1.03%––
Spirit of America Management Corp16,035$1.15M0.27%––
World Asset Management Inc15,294$1.15M0.10%––
Fred Alger Management, LLC16,004$1.15M0.00%––
Panagora Asset Management Inc15,690$1.12M0.01%––
Avantax Advisory Services, Inc.15,470$1.10M0.02%––
Exane Derivatives15,305$1.10M0.33%––
Liberty Capital Management, Inc.15,218$1.09M0.38%––
Tdam USA Inc.15,075$1.08M0.07%––
Cigna Investments Inc15,017$1.07M0.07%––
Mariner, LLC14,984$1.07M0.01%––
BP PLC14,855$1.06M0.04%––
Colony Group LLC14,715$1.05M0.02%––
AlphaCrest Capital Management LLC14,637$1.05M0.06%––
IBM Retirement Fund14,261$1.02M0.07%––
Ethic Inc.14,212$1.02M0.18%––
First Hawaiian Bank14,066$1.01M0.04%––
Schnieders Capital Management LLC13,863$993.0K0.30%––
Cetera Advisors LLC13,763$986.0K0.03%––
Wealthstreet Investment Advisors, LLC13,750$985.0K0.10%––
NFP Retirement, Inc.13,661$978.5K0.43%––
Advisor Partners LLC13,570$972.0K0.07%––
Intersect Capital LLC13,538$970.0K0.20%––
Welch Group, LLC13,400$960.0K0.07%––
Cadent Capital Advisors, LLC13,392$959.0K0.43%––
Banco Bilbao Vizcaya Argentaria, S.A.13,165$944.0K0.02%––
Comerica Securities,inc.13,165$943.0K0.07%––
Everence Capital Management Inc13,140$941.0K0.09%––
Snowden Capital Advisors LLC12,880$922.6K0.05%––
Brown Advisory Inc12,829$918.0K0.00%––
Bridgefront Capital, LLC12,589$902.0K0.28%––
Penserra Capital Management LLC12,400$887.0K0.02%––
Cetera Advisor Networks LLC12,061$864.0K0.02%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH11,973$858.0K0.09%––
Kentucky Retirement Systems Insurance Trust Fund11,953$856.0K0.09%––
Ingalls & Snyder LLC11,791$845.0K0.04%––
Cetera Investment Advisers11,695$838.0K0.02%––
Steward Partners Investment Advisory, LLC11,673$836.1K0.01%––
Profund Advisors LLC11,535$826.0K0.03%––
Laurel Wealth Advisors, Inc.11,481$822.0K0.12%––
Silvercrest Asset Management Group LLC11,421$818.0K0.01%––
Whittier Trust Co11,405$817.0K0.02%––
OPSEU Pension Plan Trust Fund11,272$808.0K0.21%––
Parallax Volatility Advisers, L.P.11,190$802.0K0.01%––
Bamco Inc11,146$798.0K0.00%––
Koss-Olinger Consulting, LLC11,122$797.0K0.14%––
Garrison Bradford & Associates Inc10,973$786.0K0.88%––
Geneos Wealth Management Inc.10,388$779.0K0.02%––
Meiji Yasuda Life Insurance Co10,682$765.0K0.01%––
Los Angeles Capital Management LLC10,686$765.0K0.00%––
Gray Wealth Management Inc.10,620$761.0K0.48%––
GoalVest Advisory LLC10,522$754.0K0.56%––
Kornitzer Capital Management Inc10,500$752.0K0.01%––
Umb Bank N A10,405$746.0K0.02%––
Cornell Pochily Investment Advisors, Inc.10,367$743.0K0.36%––
Meitav Dash Investments Ltd10,104$724.0K0.02%––
Sigma Planning Corp10,103$724.0K0.02%––
Rockefeller Capital Management L.P.10,032$718.0K0.00%––
American Assets Investment Management, LLC10,000$716.0K0.10%––
Jeppson Wealth Management, LLC9,968$714.0K0.42%––
LS Investment Advisors, LLC9,958$713.0K0.04%––
Broderick Brian C9,910$710.0K0.20%––
Natixis9,817$703.0K0.00%––
Allstate Corp9,795$702.0K0.02%––