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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
Tokio Marine Asset Management Co Ltd3,981$285.0K0.03%––
Greenleaf Trust3,959$284.0K0.00%––
American National Registered Investment Advisor, Inc.3,950$283.0K0.11%––
Kinneret Advisory, LLC3,955$283.0K0.04%––
Nwam LLC3,875$278.0K0.03%––
BBVA USA Bancshares, Inc.3,861$276.0K0.01%––
9258 Wealth Management, LLC3,830$274.0K0.08%––
Unigestion Holding SA3,796$272.0K0.01%––
Park Avenue Securities LLC3,779$271.0K0.01%––
Valeo Financial Advisors, LLC3,773$270.0K0.01%––
Beech Hill Advisors, Inc.3,750$269.0K0.11%––
Southland Equity Partners LLC3,742$268.1K0.15%––
Canandaigua National Corp3,747$268.0K0.05%––
Regions Financial Corp3,730$268.0K0.00%––
Harbour Investments, Inc.3,716$266.0K0.01%––
Robertson Stephens Wealth Management, LLC3,703$265.0K0.04%––
Whalerock Point Partners, LLC3,680$263.6K0.12%––
Koshinski Asset Management, Inc.3,672$263.0K0.03%––
Flputnam Investment Management Co3,555$255.0K0.01%––
Kingsview Wealth Management, LLC3,463$254.0K0.01%––
Assetmark, Inc3,521$252.0K0.00%––
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%––
Arkadios Wealth Advisors3,494$250.0K0.04%––
American Portfolios Advisors3,469$248.5K0.01%––
Clarius Group, LLC3,361$241.0K0.02%––
FineMark National Bank & Trust3,349$240.0K0.01%––
Glenmede Trust Co NA3,349$239.0K0.00%––
International Assets Investment Management, LLC3,563$239.0K0.02%––
Hoylecohen, LLC3,300$236.0K0.02%––
Jump Financial, LLC3,250$233.0K0.02%––
SFMG, LLC3,209$230.0K0.03%––
Moloney Securities Asset Management, LLC3,166$227.0K0.04%––
Federated Hermes, Inc.3,150$226.0K0.00%––
Cutler Group LP3,120$223.0K0.02%––
Ellevest, Inc.3,120$223.0K0.03%––
TrinityPoint Wealth, LLC3,120$223.0K0.05%––
Meeder Asset Management Inc3,111$222.0K0.01%––
Moors & Cabot, Inc.3,100$222.0K0.02%––
Legacy Wealth Asset Management, LLC3,083$221.0K0.10%––
PEAK6 Investments LLC3,070$220.0K0.01%––
Great Valley Advisor Group, Inc.3,080$220.0K0.02%––
Boston Private Wealth LLC3,058$219.0K0.00%––
Keystone Financial Group3,038$218.0K0.04%––
Dividend Assets Capital, LLC3,000$215.0K0.04%––
Shelton Capital Management2,992$214.0K0.01%––
Stonnington Group, LLC3,000$213.0K0.05%––
Scotia Capital Inc.2,963$212.0K0.00%––
National Asset Management, Inc.2,907$209.0K0.01%––
SeaCrest Wealth Management, LLC2,893$207.0K0.03%––
Sawtooth Solutions, LLC2,850$204.0K0.04%––
Sound View Wealth Advisors Group, LLC2,832$203.0K0.05%––
Acadian Asset Management LLC2,765$198.0K0.00%––
CWM, LLC2,367$197.0K0.00%––
Seeyond2,727$195.0K0.02%––
Sterling Investment Advisors, Ltd.2,675$192.0K0.06%––
Carroll Financial Associates, Inc.2,533$181.0K0.01%––
Bogart Wealth, LLC2,442$175.0K0.02%––
Hudock, Inc.2,345$167.0K0.05%––
Atlantic Trust, LLC2,325$167.0K0.12%––
Vectors Research Management, LLC2,332$167.0K0.05%––
Charter Oak Capital Management, LLC2,228$160.0K0.02%––
Pflug Koory, LLC2,215$159.0K0.09%––
Signaturefd, LLC1,947$139.0K0.01%––
Federation des caisses Desjardins du Quebec1,890$135.4K0.00%––
Bessemer Group Inc1,857$133.0K0.00%––
Optimum Investment Advisors1,830$131.0K0.04%––
Quadrant Capital Group LLC1,780$128.0K0.02%––
Motco1,759$126.0K0.01%––
Washington Trust Co1,724$123.0K0.00%––
Banco de Sabadell, S.A1,712$123.0K0.01%––
NEXT Financial Group, Inc1,695$122.0K0.01%––
Wealthcare Advisory Partners LLC1,706$122.0K0.01%––
Sowell Financial Services LLC1,640$121.0K0.00%––
Accel Wealth Management1,645$118.0K0.10%––
Stonebridge Capital Advisors LLC1,576$113.0K0.01%––
Liberty Wealth Management LLC1,808$113.0K0.06%––
Glassman Wealth Services1,554$111.0K0.02%––
Hanson & Doremus Investment Management1,500$107.0K0.02%––
Tobam1,426$102.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,408$101.0K0.01%––
First Horizon Advisors, Inc.1,372$98.0K0.01%––
O'Shaughnessy Asset Management, LLC1,331$95.0K0.00%––
Arcadia Investment Management Corp1,301$93.0K0.02%––
Massmutual Trust Co FSB1,298$93.0K0.00%––
Capital Analysts, LLC1,299$93.0K0.01%––
Harvest Fund Management Co., Ltd1,290$92.0K0.01%––
Clearstead Advisors, LLC1,271$91.0K0.01%––
Evoke Wealth, LLC1,251$90.0K0.00%––
Parallel Advisors, LLC1,240$89.0K0.00%––
Jacobi Capital Management LLC1,213$87.0K0.01%––
Caldwell Trust Co1,210$86.7K0.01%––
Allred Capital Management, LLC1,181$84.6K0.04%––
Glen Eagle Advisors, LLC1,051$75.3K0.03%––
Cordasco Financial Network1,029$74.0K0.05%––
Bedel Financial Consulting, Inc.1,032$74.0K0.03%––
Certified Advisory Corp1,036$74.0K0.02%––