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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.

Q2 2021 vs. Q1 2021

How the institutions holding Welltower Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of WELL: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders7357759+31
Shares383.0M2.97M402.2M+22.2M (+5.8%)
Value$27.4B$212.9M$33.4B+$6.21B (+22.8%)

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Welltower Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to WELL in Q2 2021
InstitutionSharesValue% of portfolio
Amundi1,294,775$107.6M0.07%
Clough Capital Partners L P336,630$28.0M1.57%
Marshall Wace North America L.P.290,000$24.1M0.10%
Sandler Capital Management198,840$16.5M1.45%
M&G Investment Management Ltd89,163$7.40M0.04%
Hill Winds Capital LP78,000$6.48M3.44%
Bridgewater Associates, LP20,020$1.66M0.01%
Caption Management, LLC20,000$1.66M0.15%
Y-Intercept (Hong Kong) Ltd16,266$1.35M0.34%
Alerus Financial NA14,782$1.23M0.12%
Eudaimonia Partners, LLC14,344$1.19M0.22%
Jupiter Asset Management Ltd14,031$1.17M0.01%
Gamco Investors, Inc. Et Al13,500$1.12M0.01%
FORA Capital, LLC12,458$1.03M0.19%
Brookstone Capital Management10,855$944.0K0.02%
Agf Investments Inc.9,609$799.0K0.01%
Warren Averett Asset Management, LLC8,963$763.0K0.07%
Safeguard Investment Advisory Group, LLC7,860$653.0K0.47%
Pinnacle Wealth Management Group, Inc.6,965$579.0K0.42%
Hartline Investment Corp6,952$578.0K0.07%
Investment Advisory Services Inc5,854$486.0K0.30%
Abbrea Capital, LLC5,206$433.0K0.07%
Alpha Paradigm Partners, LLC4,359$362.0K0.14%
First American Trust, FSB4,124$343.0K0.05%
Ergoteles LLC3,961$329.0K0.01%
Accurate Wealth Management, LLC3,768$313.0K0.28%
Gerber Kawasaki Wealth & Investment Management3,700$307.0K0.03%
Pathstone Family Office, LLC3,678$305.0K0.01%
King Luther Capital Management Corp3,637$302.0K0.00%
Regal Investment Advisors LLC3,532$294.0K0.03%
Toroso Investments, LLC3,412$284.0K0.01%
Tectonic Advisors LLC3,233$269.0K0.06%
Beacon Pointe Advisors, LLC3,056$254.0K0.01%
Deseret Mutual Benefit Administrators3,044$253.0K0.06%
Weil Company, Inc.3,034$252.0K0.13%
Wexford Capital LP3,000$249.0K0.04%
Glenview Trust Co3,007$249.0K0.01%
Hilltop Holdings Inc.2,958$245.0K0.03%
Van Hulzen Asset Management, LLC2,900$241.0K0.04%
Regentatlantic Capital LLC2,733$227.0K0.01%
Horizon Investments, LLC2,753$227.0K0.01%
Financial Advocates Investment Management2,726$226.0K0.02%
Lombard Odier Asset Management (Switzerland) SA2,691$224.0K0.01%
Brooks, Moore & Associates, Inc.2,700$224.0K0.14%
Moseley Investment Management Inc2,670$222.0K0.11%
Paces Ferry Wealth Advisors, LLC2,612$217.0K0.17%
Rehmann Capital Advisory Group2,551$212.0K0.02%
Mid Atlantic Financial Management Inc2,552$212.0K0.01%
Covenant Multifamily Offices, LLC2,546$212.0K0.04%
J.W. Cole Advisors, Inc.2,480$206.0K0.02%
Hancock Whitney Corp2,463$205.0K0.01%
Ieq Capital, LLC2,472$205.0K0.01%
First National Bank of Mount Dora, Trust Investment Services2,455$204.0K0.07%
MTM Investment Management, LLC2,450$204.0K0.11%
Blue Fin Capital, Inc.2,445$203.0K0.06%
Orion Portfolio Solutions, LLC2,430$202.0K0.01%
BBVA USA2,298$191.0K0.01%
Covington Capital Management1,500$125.0K0.00%
Evermay Wealth Management LLC1,460$121.0K0.02%
CenterStar Asset Management, LLC–$114.0K0.12%
Emfo, LLC1,150$96.0K0.08%
Red Door Wealth Management, LLC925$76.0K0.03%
Castleview Partners, LLC687$57.0K0.02%
Wealth Quarterback LLC641$54.0K0.03%
Albion Financial Group637$53.0K0.00%
tru Independence LLC505$41.0K0.01%
FFT Wealth Management LLC430$36.0K0.01%
SRS Capital Advisors, Inc.345$29.0K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$27.4K0.03%
Perkins Coie Trust Co300$25.0K0.01%
Oakworth Capital, Inc.250$21.0K0.00%
Laurel Wealth Advisors LLC250$21.0K0.00%
Corsicana & Co.200$17.0K0.01%
Strategic Blueprint, LLC194$16.0K0.00%
Eagle Bay Advisors LLC170$15.0K0.01%
Lake Point Wealth Management152$13.0K0.01%
Heritage Wealth Management, LLC120$10.0K0.00%
Sandy Spring Bank110$9.00K0.00%
Capital Directions Investment Advisors, LLC90$8.00K0.00%
Exchange Traded Concepts, LLC97$8.00K0.00%
PNC Managed Account Solutions, Inc.75$6.00K0.00%
First Manhattan Co53$4.00K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP44$4.00K0.00%
Pacifica Partners Inc.39$3.00K0.00%
Clearview Wealth Advisors LLC42$3.00K0.00%
Sentry Investment Management LLC21$2.00K0.00%
Gemmer Asset Management LLC7$1.00K0.00%
Avion Wealth3$00.00%

Sold out (57)

Institutions that held Welltower Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of WELL in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Camber Capital Management LP810,000$58.0M
Kempen Capital Management N.V.308,690$22.1M
Employees Retirement System of Texas258,000$18.5M
Healthcare of Ontario Pension Plan Trust Fund248,600$17.8M
Laurion Capital Management LP175,919$12.6M
Prudential PLC152,625$10.9M
Capitolis Advisors LLC148,158$10.6M
Qube Research & Technologies Ltd92,648$6.64M
Alyeska Investment Group, L.P.89,184$6.39M
Caisse de Depot Et Placement du Quebec86,865$6.22M
Marshall Wace, LLP72,868$5.22M
Weiss Asset Management LP46,209$3.31M
Cubist Systematic Strategies, LLC37,412$2.68M
Buckhead Capital Management LLC35,257$2.52M
Consolidated Planning Corp32,419$2.32M
Cipher Capital LP25,729$1.84M
Edgestream Partners, L.P.25,043$1.79M
Virtu Financial LLC24,885$1.78M
Quantitative Investment Management, LLC24,160$1.73M
Connor, Clark & Lunn Investment Management Ltd.19,231$1.38M
AlphaCrest Capital Management LLC14,637$1.05M
Wealthstreet Investment Advisors, LLC13,750$985.0K
Meitav Dash Investments Ltd10,104$724.0K
LS Investment Advisors, LLC9,958$713.0K
Natixis9,817$703.0K
Pearl River Capital, LLC6,774$485.0K
Wealthspire Advisors, LLC6,759$484.0K
Hunter Associates Investment Management LLC5,505$394.0K
Intrua Financial, LLC5,070$388.0K
Mirabella Financial Services LLP4,975$356.0K
Westshore Wealth, LLC4,915$352.0K
Weld Capital Management LLC4,538$325.0K
JT Stratford LLC3,502$251.0K
International Assets Investment Management, LLC3,563$239.0K
Jump Financial, LLC3,250$233.0K
Cutler Group LP3,120$223.0K
PEAK6 Investments LLC3,070$220.0K
Acadian Asset Management LLC2,765$198.0K
Wealthcare Advisory Partners LLC1,706$122.0K
Sowell Financial Services LLC1,640$121.0K
Allred Capital Management, LLC1,181$84.6K
Certified Advisory Corp1,036$74.0K
Ameritas Investment Company, LLC1,029$73.7K
NuWave Investment Management, LLC850$61.0K
Alpha DNA Investment Management LLC800$57.0K
Sound Income Strategies, LLC675$48.4K
Group One Trading, L.P.647$46.0K
State of Wyoming534$38.0K
Prime Capital Investment Advisors, LLC290$21.0K
Sun Life Financial INC249$18.0K
Meridian Wealth Partners, LLC117$8.00K
Wealthcare Capital Management LLC55$4.00K
Regal Wealth Group, Inc.51$4.00K
Abundance Wealth Counselors50$4.00K
City Holding Co25$2.00K
Transamerica Financial Advisors, Inc.21$2.00K
MPS Loria Financial Planners, LLC20$1.00K

Not filed for Q2 2021 yet (7)

Institutions that held Welltower Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Waddell & Reed Financial Inc1,760,006$126.1M
Amundi Asset Management US, Inc.990,583$71.0M
Schafer Cullen Capital Management Inc126,730$9.08M
North American Management Corp71,035$5.09M
Bokf, NA19,399$1.39M
BBVA USA Bancshares, Inc.3,861$276.0K
CSat Investment Advisory, L.P.360$26.0K