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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
Trustcore Financial Services, LLC442$37.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co463$38.0K0.00%+12+2.7%Added
tru Independence LLC505$41.0K0.01%+505New
Harbor Investment Advisory, LLC500$42.0K0.01%−50−9.1%Reduced
Valley National Advisers Inc500$42.0K0.01%00.0%Unchanged
North Star Investment Management Corp.500$42.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC500$42.0K0.02%00.0%Unchanged
Allworth Financial LP500$42.0K0.00%00.0%Unchanged
Better Money Decisions, LLC502$42.0K0.04%+2+0.4%Added
Lindbrook Capital, LLC519$43.0K0.01%00.0%Unchanged
Tarbox Family Office, Inc.514$43.0K0.01%+400+350.9%Added
San Francisco Sentry Investment Group (Ca)549$46.0K0.02%00.0%Unchanged
WealthShield Partners, LLC541$46.0K0.01%+37+7.3%Added
Focused Wealth Management, Inc583$48.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC589$49.0K0.01%−348−37.1%Reduced
Gradient Investments LLC614$51.0K0.00%+97+18.8%Added
Albion Financial Group637$53.0K0.00%+637New
Wealth Quarterback LLC641$54.0K0.03%+641New
Enterprise Financial Services Corp665$55.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.657$55.0K0.01%00.0%Unchanged
Castleview Partners, LLC687$57.0K0.02%+687New
Creative Financial Designs Inc699$58.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.695$58.0K0.01%+2+0.3%Added
Fieldpoint Private Securities, LLC692$59.0K0.01%−180−20.6%Reduced
IAG Wealth Partners, LLC700$59.0K0.02%+27+4.0%Added
Webster Bank, N. A.740$61.0K0.01%−70−8.6%Reduced
Barrett Asset Management, LLC750$62.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora808$67.0K0.02%00.0%Unchanged
CX Institutional814$68.0K0.01%+207+34.1%Added
Kistler-Tiffany Companies, LLC827$69.0K0.02%+142+20.7%Added
CVA Family Office, LLC848$70.0K0.02%+480+130.4%Added
TCTC Holdings, LLC850$71.0K0.00%00.0%Unchanged
Trust Co850$71.0K0.05%00.0%Unchanged
AdvisorNet Financial, Inc886$74.0K0.00%+89+11.2%Added
Smithfield Trust Co900$75.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC900$75.0K0.02%00.0%Unchanged
Private Ocean, LLC910$76.0K0.01%00.0%Unchanged
Red Door Wealth Management, LLC925$76.0K0.03%+925New
Cordasco Financial Network973$81.0K0.06%−56−5.4%Reduced
Hanson & Doremus Investment Management1,500$83.0K0.02%00.0%Unchanged
Sargent Bickham Lagudis LLC1,000$83.0K0.01%00.0%Unchanged
Mercer Capital Advisers, Inc.1,000$83.0K0.04%00.0%Unchanged
CoreFirst Bank & Trust1,000$83.0K0.06%00.0%Unchanged
Glen Eagle Advisors, LLC1,052$87.4K0.03%+1+0.1%Added
Private Capital Group, LLC1,124$93.0K0.02%+91+8.8%Added
MV Capital Management, Inc.1,133$94.0K0.02%+819+260.8%Added
Lazard Asset Management LLC1,162$96.0K0.00%−6,301−84.4%Reduced
Bedel Financial Consulting, Inc.1,155$96.0K0.03%+123+11.9%Added
Emfo, LLC1,150$96.0K0.08%+1,150New
Evoke Wealth, LLC1,196$99.0K0.00%−55−4.4%Reduced
Caldwell Trust Co1,210$100.6K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,250$104.0K0.01%−158−11.2%Reduced
Berman Capital Advisors, LLC1,256$104.0K0.02%+263+26.5%Added
Massmutual Trust Co FSB1,275$106.0K0.00%−23−1.8%Reduced
Capital Analysts, LLC1,284$107.0K0.01%−15−1.2%Reduced
Harvest Fund Management Co., Ltd1,290$107.0K0.01%00.0%Unchanged
Key Financial Inc1,231$107.0K0.06%+1,167+1,823.4%Added
Arcadia Investment Management Corp1,301$108.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.1,324$110.0K0.01%−48−3.5%Reduced
Clearstead Advisors, LLC1,324$110.0K0.01%+53+4.2%Added
Jacobi Capital Management LLC1,334$111.0K0.01%+121+10.0%Added
Global Retirement Partners, LLC1,353$112.0K0.01%−3,847−74.0%Reduced
CenterStar Asset Management, LLC–$114.0K0.12%–New
Tobam1,426$119.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC1,460$121.0K0.02%+1,460New
Covington Capital Management1,500$125.0K0.00%+1,500New
Stonebridge Capital Advisors LLC1,576$131.0K0.02%00.0%Unchanged
Washington Trust Co1,590$133.0K0.00%−134−7.8%Reduced
Glassman Wealth Services1,598$133.0K0.03%+44+2.8%Added
Parallel Advisors, LLC1,629$135.0K0.01%+389+31.4%Added
Accel Wealth Management1,631$136.0K0.09%−14−0.9%Reduced
Banco de Sabadell, S.A1,763$147.0K0.10%+51+3.0%Added
Bessemer Group Inc1,812$150.0K0.00%−45−2.4%Reduced
Motco1,808$150.0K0.01%+49+2.8%Added
Liberty Wealth Management LLC1,820$151.0K0.06%+12+0.7%Added
Optimum Investment Advisors1,830$152.0K0.05%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,890$157.1K0.00%00.0%Unchanged
Meeder Asset Management Inc2,104$175.0K0.01%−1,007−32.4%Reduced
NEXT Financial Group, Inc2,138$177.0K0.01%+443+26.1%Added
Pflug Koory, LLC2,215$184.0K0.10%00.0%Unchanged
Charter Oak Capital Management, LLC2,228$185.0K0.02%00.0%Unchanged
BBVA USA2,298$191.0K0.01%+2,298New
Quadrant Capital Group LLC2,308$192.0K0.03%+528+29.7%Added
Hudock, Inc.2,352$195.0K0.06%+7+0.3%Added
CWM, LLC2,367$197.0K0.00%00.0%Unchanged
Vectors Research Management, LLC2,402$200.0K0.05%+70+3.0%Added
Bogart Wealth, LLC2,413$201.0K0.02%−29−1.2%Reduced
Orion Portfolio Solutions, LLC2,430$202.0K0.01%+2,430New
Blue Fin Capital, Inc.2,445$203.0K0.06%+2,445New
First National Bank of Mount Dora, Trust Investment Services2,455$204.0K0.07%+2,455New
MTM Investment Management, LLC2,450$204.0K0.11%+2,450New
Hancock Whitney Corp2,463$205.0K0.01%+2,463New
Ieq Capital, LLC2,472$205.0K0.01%+2,472New
SG Americas Securities, LLC2,481$206.0K0.00%−25,801−91.2%Reduced
J.W. Cole Advisors, Inc.2,480$206.0K0.02%+2,480New
Bollard Group LLC2,531$210.0K0.01%−1,742−40.8%Reduced
V Wealth Advisors LLC2,547$212.0K0.03%−4,104−61.7%Reduced
Mid Atlantic Financial Management Inc2,552$212.0K0.01%+2,552New
Covenant Multifamily Offices, LLC2,546$212.0K0.04%+2,546New
Rehmann Capital Advisory Group2,551$212.0K0.02%+2,551New