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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
Atlantic Union Bankshares Corp9,790$701.0K0.07%––
Lumbard & Kellner, LLC9,767$700.0K0.25%––
USS Investment Management Ltd9,600$688.0K0.01%––
Weather Gauge Advisory, LLC9,488$680.0K0.80%––
Gotham Asset Management, LLC9,075$650.0K0.03%––
Community Bank & Trust, Waco, Texas9,070$650.0K0.22%––
EP Wealth Advisors, LLC8,680$622.0K0.02%––
Carnegie Capital Asset Management, LLC8,637$619.0K0.03%––
Pratt Collard Advisory Partners LLC8,640$619.0K0.44%––
Stelac Advisory Services LLC8,591$615.0K0.23%––
Banque Cantonale Vaudoise8,576$614.0K0.03%––
Resources Investment Advisors, LLC.8,559$613.0K0.03%––
Madden Advisory Services, Inc.8,300$595.0K0.47%––
Huntington National Bank8,227$589.0K0.01%––
Sheaff Brock Investment Advisors, LLC8,029$575.0K0.06%––
TD Private Client Wealth LLC7,862$563.1K0.03%––
Brinker Capital Investments, LLC7,692$551.0K0.01%––
Argent Advisors, Inc.7,665$549.0K0.35%––
JustInvest LLC7,648$548.0K0.08%––
Spire Wealth Management7,630$548.0K0.01%––
HighPoint Advisor Group LLC7,288$547.0K0.06%––
Summit Financial Group Inc7,618$546.0K0.23%––
Shell Asset Management Co7,478$536.0K0.01%––
Lazard Asset Management LLC7,463$534.0K0.00%––
Financial Counselors Inc7,241$519.0K0.01%––
IFG Advisory, LLC7,153$512.0K0.06%––
Armor Investment Advisors, LLC6,995$501.0K0.33%––
Veriti Management LLC6,907$495.0K0.13%––
Verition Fund Management LLC6,850$491.0K0.01%––
Davy Global Fund Management Ltd6,843$490.0K0.09%––
Spotlight Asset Group, Inc.6,798$487.0K0.18%––
Pearl River Capital, LLC6,774$485.0K0.15%––
Wealthspire Advisors, LLC6,759$484.0K0.01%––
Visionary Wealth Advisors6,705$480.0K0.05%––
IndexIQ Advisors LLC6,680$478.0K0.02%––
Lincoln National Corp6,635$476.0K0.01%––
V Wealth Advisors LLC6,651$476.0K0.09%––
Texas Yale Capital Corp.6,494$465.0K0.03%––
Marks Group Wealth Management, Inc6,404$460.0K0.07%––
Obermeyer Wood Investment Counsel, LLLP6,302$451.0K0.03%––
Lido Advisors, LLC6,280$450.0K0.01%––
Values First Advisors, Inc.6,277$450.0K0.33%––
Livforsakringsbolaget Skandia, Omsesidigt6,245$447.0K0.03%––
Essex Private Wealth Management, LLC6,220$446.0K0.43%––
Wambolt & Associates, LLC6,078$445.0K0.23%––
Monetary Management Group Inc6,175$442.0K0.14%––
Pettyjohn, Wood & White, Inc6,137$440.0K0.10%––
GWM Advisors LLC6,088$436.0K0.01%––
AE Wealth Management LLC6,068$435.0K0.00%––
American Research & Management Co.6,000$430.0K0.10%––
Marcum Wealth, LLC5,938$425.0K0.07%––
Whittier Trust Co of Nevada Inc5,897$423.0K0.02%––
Ameritas Investment Partners, Inc.5,776$414.0K0.02%––
IFP Advisors, Inc5,754$408.0K0.01%––
Hunter Associates Investment Management LLC5,505$394.0K0.09%––
Intrua Financial, LLC5,070$388.0K0.10%––
Proequities, Inc.5,396$387.0K0.03%––
IHT Wealth Management, LLC5,348$383.0K0.03%––
Conning Inc.5,302$380.0K0.01%––
Orion Capital Management LLC5,290$379.0K0.27%––
Farmers & Merchants Investments Inc5,215$374.0K0.02%––
Global Retirement Partners, LLC5,200$372.0K0.04%––
Mirae Asset Global Investments Co., Ltd.5,169$370.0K0.00%––
Level Four Advisory Services, LLC5,113$366.0K0.03%––
Veritable, L.P.5,075$364.0K0.01%––
First Midwest Bank Trust Division5,026$360.0K0.05%––
Quantitative Systematic Strategies LLC5,015$359.0K0.06%––
Mirabella Financial Services LLP4,975$356.0K0.11%––
Jones Financial Companies LLLP4,939$354.0K0.00%––
Westshore Wealth, LLC4,915$352.0K0.20%––
Cresset Asset Management, LLC4,895$350.0K0.01%––
Archford Capital Strategies, LLC4,583$349.0K0.09%––
Tower Bridge Advisors4,850$347.4K0.03%––
AlphaMark Advisors, LLC4,805$344.0K0.13%––
Advisory Services Network, LLC4,769$342.0K0.01%––
LCNB Corp4,735$339.0K0.18%––
ARS Wealth Advisors, LLC4,708$337.0K0.07%––
Corient Capital Partners, LLC4,610$331.0K0.03%––
Crescent Capital Consulting, LLC4,586$329.0K0.07%––
Weld Capital Management LLC4,538$325.0K0.14%––
Cullen/Frost Bankers, Inc.4,527$324.0K0.01%––
Somerville Kurt F4,500$322.0K0.05%––
Associated Banc-Corp7,009$321.0K0.02%––
Prospera Financial Services Inc4,406$316.0K0.02%––
Checchi Capital Advisers, LLC4,365$313.0K0.04%––
Personal Cfo Solutions, LLC4,335$310.0K0.07%––
Good Life Advisors, LLC4,271$308.0K0.06%––
Bollard Group LLC4,273$306.0K0.01%––
FourThought Financial, LLC4,255$304.0K0.04%––
Parkside Financial Bank & Trust4,192$301.0K0.09%––
Sara-Bay Financial4,195$301.0K0.12%––
Wolverine Trading, LLC4,098$299.0K0.01%––
Wetherby Asset Management Inc4,172$299.0K0.02%––
Donaldson Capital Management, LLC4,150$297.0K0.02%––
Carmichael Hill & Associates, Inc.4,132$296.0K0.18%––
Wendell David Associates Inc4,050$290.0K0.03%––
Cutter & CO Brokerage, Inc.4,017$288.0K0.07%––
Stratos Wealth Partners, LTD.3,989$286.0K0.01%––
Nomura Holdings Inc3,979$285.0K0.00%––
Dearborn Partners LLC3,974$285.0K0.01%––