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Livermore
ZHEN

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, Q2 2021

Institutional positions in Welltower Inc. as of Jun 30, 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
759
+31 vs. Q1 2021
Shares held
402.2M
+22.2M (+5.8%) vs. Q1 2021
Total value
$33.4B
+$6.21B (+22.8%) vs. Q1 2021
New holders
88
267 more added
Sold out
57
265 more reduced

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 759 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 heldQ2 2021: $33.4B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2021.

Institutions holding WELL in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Avion Wealth3$00.00%+3New
Global Financial Private Client, LLC6$5020.00%00.0%Unchanged
Reilly Financial Advisors, LLC10$1.00K0.00%−54−84.4%Reduced
Capital Advisory Group Advisory Services, LLC16$1.00K0.00%00.0%Unchanged
TFC Financial Management9$1.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC7$1.00K0.00%+7New
Horizon Financial Services, LLC25$2.00K0.00%00.0%Unchanged
Standard Family Office LLC25$2.00K0.00%00.0%Unchanged
Sentry Investment Management LLC21$2.00K0.00%+21New
Concord Wealth Partners38$3.00K0.00%−282−88.1%Reduced
First Horizon Corp45$3.00K0.00%00.0%Unchanged
Sonora Investment Management, LLC38$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC39$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC40$3.00K0.00%00.0%Unchanged
Ironwood Financial, llc33$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.39$3.00K0.00%+39New
Clearview Wealth Advisors LLC42$3.00K0.00%+42New
Howe & Rusling Inc50$4.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC50$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.43$4.00K0.00%00.0%Unchanged
First Manhattan Co53$4.00K0.00%+53New
Loring Wolcott & Coolidge Fiduciary Advisors LLP44$4.00K0.00%+44New
Bartlett & Co. Wealth Management LLC60$4.99K0.00%00.0%Unchanged
Crewe Advisors LLC63$5.00K0.00%−93−59.6%Reduced
Sageworth Trust Co60$5.00K0.00%00.0%Unchanged
Bartlett & Co. LLC60$5.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC75$6.00K0.00%−156−67.5%Reduced
Prestige Wealth Management Group LLC78$6.00K0.00%00.0%Unchanged
Savior LLC72$6.00K0.01%00.0%Unchanged
PNC Managed Account Solutions, Inc.75$6.00K0.00%+75New
Raffa Wealth Management, LLC73$6.07K0.00%00.0%Unchanged
Front Row Advisors LLC87$7.00K0.00%−7−7.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC92$7.00K0.00%00.0%Unchanged
Pacitti Group Inc.89$7.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.76$7.00K0.00%+17+28.8%Added
Resolute Partners Group80$7.00K0.00%+2+2.6%Added
Montag A & Associates Inc92$8.00K0.00%−750−89.1%Reduced
Delta Asset Management LLC100$8.00K0.00%00.0%Unchanged
Trust Co of Vermont100$8.00K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC90$8.00K0.00%+90New
Exchange Traded Concepts, LLC97$8.00K0.00%+97New
West Paces Advisors Inc.100$8.31K0.00%00.0%Unchanged
Tucker Asset Management LLC106$8.81K0.00%00.0%Unchanged
Professional Financial Advisors, LLC112$9.00K0.00%00.0%Unchanged
Sandy Spring Bank110$9.00K0.00%+110New
Wolff Wiese Magana LLC123$10.0K0.01%−15−10.9%Reduced
Newbridge Financial Services Group, Inc.118$10.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC120$10.0K0.00%+120New
Center for Financial Planning, Inc.133$11.0K0.00%00.0%Unchanged
M&R Capital Management Inc135$11.0K0.00%00.0%Unchanged
Logan Capital Management Inc135$11.0K0.00%+35+35.0%Added
Selective Wealth Management, Inc.140$12.0K0.01%00.0%Unchanged
Providence Capital Advisors, LLC150$12.0K0.00%+144+2,400.0%Added
IMA Wealth, Inc.155$13.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC154$13.0K0.01%+1+0.7%Added
Ade, LLC153$13.0K0.01%00.0%Unchanged
Lake Point Wealth Management152$13.0K0.01%+152New
Hoover Financial Advisors, Inc.163$14.0K0.00%−24−12.8%Reduced
Institutional & Family Asset Management, LLC173$14.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC166$14.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC171$14.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC184$15.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC170$15.0K0.01%+170New
Strategic Blueprint, LLC194$16.0K0.00%+194New
HM Payson & Co200$17.0K0.00%00.0%Unchanged
Community Bank, N.A.200$17.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$17.0K0.01%00.0%Unchanged
Corsicana & Co.200$17.0K0.01%+200New
Financial Perspectives, Inc216$17.9K0.01%−15,256−98.6%Reduced
Winch Advisory Services, LLC234$19.0K0.01%+2+0.9%Added
Mark Sheptoff Financial Planning, LLC230$19.0K0.01%00.0%Unchanged
NVWM, LLC245$20.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC236$20.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC255$21.0K0.01%−79−23.7%Reduced
Earnest Partners LLC250$21.0K0.00%00.0%Unchanged
Investors Research Corp251$21.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton258$21.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.250$21.0K0.00%+250New
Laurel Wealth Advisors LLC250$21.0K0.00%+250New
Aspire Private Capital, LLC–$23.0K0.01%––
Anchor Investment Management, LLC300$24.9K0.00%00.0%Unchanged
Larson Financial Group LLC300$25.0K0.01%00.0%Unchanged
Perkins Coie Trust Co300$25.0K0.01%+300New
JNBA Financial Advisors312$26.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC330$27.0K0.01%−709−68.2%Reduced
Heritage Wealth Advisors330$27.4K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$27.4K0.03%+330New
Tradewinds Capital Management, LLC337$28.0K0.01%+2+0.6%Added
Piscataqua Savings Bank338$28.0K0.02%00.0%Unchanged
Asset Dedication, LLC344$29.0K0.00%00.0%Unchanged
Silvant Capital Management LLC348$29.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.345$29.0K0.00%+345New
Sutton Wealth Advisors Inc.375$31.2K0.01%00.0%Unchanged
Ellis Investment Partners, LLC391$32.0K0.01%+2+0.5%Added
First Bank & Trust439$36.0K0.02%−533−54.8%Reduced
FFT Wealth Management LLC430$36.0K0.01%+430New
Atlas Capital Advisors LLC439$36.5K0.01%+22+5.3%Added
FinTrust Capital Advisors, LLC450$37.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.450$37.0K0.02%00.0%Unchanged