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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $27.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 2,575 | $213.0K | 0.01% | +42+1.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,612 | $217.0K | 0.17% | +2,612 | New |
| Hoylecohen, LLC | 2,625 | $218.0K | 0.02% | −675−20.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,675 | $222.0K | 0.06% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,670 | $222.0K | 0.11% | +2,670 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,691 | $224.0K | 0.01% | +2,691 | New |
| Brooks, Moore & Associates, Inc. | 2,700 | $224.0K | 0.14% | +2,700 | New |
| Moloney Securities Asset Management, LLC | 2,724 | $226.0K | 0.04% | −442−14.0% | Reduced |
| Financial Advocates Investment Management | 2,726 | $226.0K | 0.02% | +2,726 | New |
| Seeyond | 2,739 | $227.0K | 0.02% | +12+0.4% | Added |
| Regentatlantic Capital LLC | 2,733 | $227.0K | 0.01% | +2,733 | New |
| Horizon Investments, LLC | 2,753 | $227.0K | 0.01% | +2,753 | New |
| Koshinski Asset Management, Inc. | 2,757 | $229.0K | 0.03% | −915−24.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,782 | $231.0K | 0.05% | −50−1.8% | Reduced |
| Keystone Financial Group | 2,808 | $233.0K | 0.04% | −230−7.6% | Reduced |
| Signaturefd, LLC | 2,805 | $233.0K | 0.01% | +858+44.1% | Added |
| SeaCrest Wealth Management, LLC | 2,895 | $241.0K | 0.03% | +2+0.1% | Added |
| Van Hulzen Asset Management, LLC | 2,900 | $241.0K | 0.04% | +2,900 | New |
| National Asset Management, Inc. | 2,920 | $243.0K | 0.01% | +13+0.4% | Added |
| Hilltop Holdings Inc. | 2,958 | $245.0K | 0.03% | +2,958 | New |
| Great Valley Advisor Group, Inc. | 3,080 | $249.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $249.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 2,992 | $249.0K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 3,000 | $249.0K | 0.04% | +3,000 | New |
| Glenview Trust Co | 3,007 | $249.0K | 0.01% | +3,007 | New |
| Atlantic Trust, LLC | 3,040 | $252.0K | 0.16% | +715+30.8% | Added |
| Weil Company, Inc. | 3,034 | $252.0K | 0.13% | +3,034 | New |
| Deseret Mutual Benefit Administrators | 3,044 | $253.0K | 0.06% | +3,044 | New |
| TrinityPoint Wealth, LLC | 3,058 | $254.0K | 0.05% | −62−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 3,056 | $254.0K | 0.01% | +3,056 | New |
| Stonnington Group, LLC | 3,000 | $255.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,106 | $258.0K | 0.03% | −14−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,122 | $259.0K | 0.12% | +39+1.3% | Added |
| SFMG, LLC | 3,209 | $267.0K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,233 | $269.0K | 0.06% | +3,233 | New |
| American Portfolios Advisors | 3,363 | $279.4K | 0.01% | −106−3.1% | Reduced |
| Sawtooth Solutions, LLC | 3,388 | $282.0K | 0.06% | +538+18.9% | Added |
| Clarius Group, LLC | 3,404 | $283.0K | 0.03% | +43+1.3% | Added |
| Toroso Investments, LLC | 3,412 | $284.0K | 0.01% | +3,412 | New |
| Flputnam Investment Management Co | 3,426 | $285.0K | 0.01% | −129−3.6% | Reduced |
| FineMark National Bank & Trust | 3,429 | $285.0K | 0.01% | +80+2.4% | Added |
| Regions Financial Corp | 3,480 | $289.0K | 0.00% | −250−6.7% | Reduced |
| Archford Capital Strategies, LLC | 3,507 | $291.0K | 0.07% | −1,076−23.5% | Reduced |
| Somerville Kurt F | 3,500 | $291.0K | 0.04% | −1,000−22.2% | Reduced |
| Bluestein R H & Co | 3,500 | $291.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 3,500 | $291.0K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,521 | $293.0K | 0.04% | +14+0.4% | Added |
| Regal Investment Advisors LLC | 3,532 | $294.0K | 0.03% | +3,532 | New |
| Scotia Capital Inc. | 3,546 | $295.0K | 0.00% | +583+19.7% | Added |
| Stratos Wealth Partners, LTD. | 3,627 | $301.0K | 0.01% | −362−9.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,596 | $301.0K | 0.01% | +133+3.8% | Added |
| King Luther Capital Management Corp | 3,637 | $302.0K | 0.00% | +3,637 | New |
| Tokio Marine Asset Management Co Ltd | 3,663 | $304.0K | 0.03% | −318−8.0% | Reduced |
| Cresset Asset Management, LLC | 3,669 | $305.0K | 0.00% | −1,226−25.0% | Reduced |
| Harbour Investments, Inc. | 3,666 | $305.0K | 0.01% | −50−1.3% | Reduced |
| Pathstone Family Office, LLC | 3,678 | $305.0K | 0.01% | +3,678 | New |
| Whalerock Point Partners, LLC | 3,680 | $305.8K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $307.0K | 0.03% | +3,700 | New |
| Dearborn Partners LLC | 3,734 | $310.0K | 0.01% | −240−6.0% | Reduced |
| Canandaigua National Corp | 3,727 | $310.0K | 0.05% | −20−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,750 | $312.0K | 0.02% | −23−0.6% | Reduced |
| Beech Hill Advisors, Inc. | 3,750 | $312.0K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,768 | $313.0K | 0.28% | +3,768 | New |
| Unigestion Holding SA | 3,796 | $317.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,843 | $319.0K | 0.00% | +322+9.1% | Added |
| Southland Equity Partners LLC | 3,842 | $319.3K | 0.15% | +100+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 3,872 | $321.0K | 0.01% | −2,025−34.3% | Reduced |
| Nwam LLC | 3,875 | $322.0K | 0.03% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 3,950 | $328.0K | 0.12% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,955 | $329.0K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 3,961 | $329.0K | 0.01% | +3,961 | New |
| Cutter & CO Brokerage, Inc. | 4,030 | $335.0K | 0.08% | +13+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,047 | $336.0K | 0.04% | +344+9.3% | Added |
| Integrated Advisors Network LLC | 4,070 | $338.0K | 0.02% | +571+16.3% | Added |
| First American Trust, FSB | 4,124 | $343.0K | 0.05% | +4,124 | New |
| Carmichael Hill & Associates, Inc. | 4,138 | $344.0K | 0.19% | +6+0.1% | Added |
| Federated Hermes, Inc. | 4,178 | $347.0K | 0.00% | +1,028+32.6% | Added |
| 9258 Wealth Management, LLC | 4,213 | $350.0K | 0.09% | +383+10.0% | Added |
| Glenmede Trust Co NA | 4,252 | $353.0K | 0.00% | +903+27.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,286 | $356.0K | 0.01% | −241−5.3% | Reduced |
| Parkside Financial Bank & Trust | 4,330 | $360.0K | 0.10% | +138+3.3% | Added |
| Alpha Paradigm Partners, LLC | 4,359 | $362.0K | 0.14% | +4,359 | New |
| Checchi Capital Advisers, LLC | 4,371 | $363.0K | 0.04% | +6+0.1% | Added |
| Good Life Advisors, LLC | 4,384 | $364.0K | 0.07% | +113+2.6% | Added |
| Greenleaf Trust | 4,386 | $364.0K | 0.00% | +427+10.8% | Added |
| Wetherby Asset Management Inc | 4,388 | $365.0K | 0.02% | +216+5.2% | Added |
| Personal Cfo Solutions, LLC | 4,415 | $367.0K | 0.08% | +80+1.8% | Added |
| Donaldson Capital Management, LLC | 4,450 | $370.0K | 0.02% | +300+7.2% | Added |
| Moors & Cabot, Inc. | 4,460 | $371.0K | 0.03% | +1,360+43.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $373.0K | 0.02% | −1,816−28.8% | Reduced |
| Prospera Financial Services Inc | 4,488 | $373.0K | 0.02% | +82+1.9% | Added |
| Crescent Capital Consulting, LLC | 4,586 | $380.0K | 0.07% | 00.0% | Unchanged |
| ARS Wealth Advisors, LLC | 4,708 | $391.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,732 | $393.0K | 0.02% | −616−11.5% | Reduced |
| LCNB Corp | 4,735 | $393.0K | 0.20% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,793 | $398.0K | 0.00% | −30,000−86.2% | Reduced |
| AlphaMark Advisors, LLC | 4,805 | $399.0K | 0.15% | 00.0% | Unchanged |
| Conning Inc. | 4,811 | $400.0K | 0.01% | −491−9.3% | Reduced |
| Spire Wealth Management | 4,819 | $401.0K | 0.01% | −2,811−36.8% | Reduced |
| Tower Bridge Advisors | 4,850 | $403.0K | 0.03% | 00.0% | Unchanged |