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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
Private Capital Group, LLC1,033$74.0K0.02%––
Carolinas Wealth Consulting LLC1,039$74.0K0.02%––
Ameritas Investment Company, LLC1,029$73.7K0.01%––
Sargent Bickham Lagudis LLC1,000$72.0K0.01%––
Mercer Capital Advisers, Inc.1,000$72.0K0.04%––
CoreFirst Bank & Trust1,000$72.0K0.05%––
Berman Capital Advisors, LLC993$71.0K0.01%––
First Bank & Trust972$70.0K0.04%––
Patriot Financial Group Insurance Agency, LLC937$67.0K0.02%––
Private Ocean, LLC910$65.0K0.01%––
Smithfield Trust Co900$64.0K0.00%––
HHM Wealth Advisors, LLC900$64.0K0.02%––
Fieldpoint Private Securities, LLC872$62.0K0.01%––
TCTC Holdings, LLC850$61.0K0.00%––
NuWave Investment Management, LLC850$61.0K0.08%––
Trust Co850$61.0K0.04%––
Montag A & Associates Inc842$60.0K0.00%––
Old Second National Bank of Aurora808$58.0K0.02%––
Webster Bank, N. A.810$58.0K0.01%––
AdvisorNet Financial, Inc797$57.0K0.00%––
Alpha DNA Investment Management LLC800$57.0K0.07%––
Barrett Asset Management, LLC750$54.0K0.00%––
Creative Financial Designs Inc699$50.0K0.01%––
Zions Bancorporation, N.A.693$50.0K0.01%––
Kistler-Tiffany Companies, LLC685$49.0K0.01%––
IAG Wealth Partners, LLC673$49.0K0.02%––
Sound Income Strategies, LLC675$48.4K0.01%––
Enterprise Financial Services Corp665$47.0K0.01%––
Graves-Light Private Wealth Management, Inc.657$47.0K0.01%––
Group One Trading, L.P.647$46.0K0.00%––
CX Institutional607$43.0K0.00%––
Focused Wealth Management, Inc583$42.0K0.01%––
San Francisco Sentry Investment Group (Ca)549$40.0K0.02%––
Harbor Investment Advisory, LLC550$39.0K0.01%––
State of Wyoming534$38.0K0.06%––
Gradient Investments LLC517$37.0K0.00%––
Lindbrook Capital, LLC519$37.0K0.01%––
Valley National Advisers Inc500$36.0K0.01%––
North Star Investment Management Corp.500$36.0K0.00%––
Highlander Capital Management, LLC500$36.0K0.02%––
Allworth Financial LP500$36.0K0.00%––
WealthShield Partners, LLC504$36.0K0.01%––
Better Money Decisions, LLC500$36.0K0.04%––
Brown Brothers Harriman & Co451$32.0K0.00%––
FinTrust Capital Advisors, LLC450$32.0K0.01%––
Pinnacle Bancorp, Inc.450$32.0K0.02%––
Trustcore Financial Services, LLC442$32.0K0.00%––
Atlas Capital Advisors LLC417$29.9K0.01%––
Ellis Investment Partners, LLC389$28.0K0.01%––
Sutton Wealth Advisors Inc.375$26.9K0.01%––
Asset Dedication, LLC344$26.0K0.01%––
CSat Investment Advisory, L.P.360$26.0K0.02%––
CVA Family Office, LLC368$26.0K0.01%––
Silvant Capital Management LLC348$25.0K0.00%––
Tradewinds Capital Management, LLC335$24.0K0.00%––
Piscataqua Savings Bank338$24.0K0.02%––
Heritage Wealth Advisors330$23.6K0.00%––
GPS Wealth Strategies Group, LLC334$23.0K0.01%––
Concord Wealth Partners320$23.0K0.01%––
JNBA Financial Advisors312$22.0K0.00%––
MV Capital Management, Inc.314$22.0K0.00%––
Anchor Investment Management, LLC300$21.5K0.00%––
Larson Financial Group LLC300$21.0K0.01%––
Prime Capital Investment Advisors, LLC290$21.0K0.00%––
Aspire Private Capital, LLC278$20.0K0.01%––
Sun Life Financial INC249$18.0K0.00%––
Earnest Partners LLC250$18.0K0.00%––
NVWM, LLC245$18.0K0.01%––
Investors Research Corp251$18.0K0.01%––
Rosenberg Matthew Hamilton258$18.0K0.01%––
Plante Moran Financial Advisors, LLC236$17.0K0.00%––
Lenox Wealth Advisors, LLC231$17.0K0.00%––
Winch Advisory Services, LLC232$17.0K0.01%––
Mark Sheptoff Financial Planning, LLC230$16.0K0.01%––
HM Payson & Co200$14.0K0.00%––
Community Bank, N.A.200$14.0K0.00%––
Global Trust Asset Management, LLC200$14.0K0.01%––
Hoover Financial Advisors, Inc.187$14.0K0.00%––
McIlrath & Eck, LLC184$13.0K0.00%––
Institutional & Family Asset Management, LLC173$12.0K0.00%––
BDO Wealth Advisors, LLC166$12.0K0.00%––
Sittner & Nelson, LLC171$12.0K0.01%––
IMA Wealth, Inc.155$11.0K0.00%––
Crewe Advisors LLC156$11.0K0.00%––
Bellevue Asset Management, LLC153$11.0K0.01%––
Ade, LLC153$11.0K0.01%––
Selective Wealth Management, Inc.140$10.0K0.01%––
Center for Financial Planning, Inc.133$10.0K0.00%––
Wolff Wiese Magana LLC138$10.0K0.01%––
M&R Capital Management Inc135$9.00K0.00%––
Tarbox Family Office, Inc.114$8.00K0.00%––
Meridian Wealth Partners, LLC117$8.00K0.00%––
Professional Financial Advisors, LLC112$8.00K0.00%––
Newbridge Financial Services Group, Inc.118$8.00K0.01%––
Tucker Asset Management LLC106$7.59K0.00%––
West Paces Advisors Inc.100$7.16K0.00%––
Delta Asset Management LLC100$7.00K0.00%––
Logan Capital Management Inc100$7.00K0.00%––
Trust Co of Vermont100$7.00K0.00%––
Front Row Advisors LLC94$7.00K0.00%––