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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 4,862 | $404.0K | 0.15% | −7,727−61.4% | Reduced |
| Associated Banc-Corp | 4,881 | $405.0K | 0.02% | −2,128−30.4% | Reduced |
| Advisory Services Network, LLC | 4,961 | $412.0K | 0.01% | +192+4.0% | Added |
| First Midwest Bank Trust Division | 5,026 | $418.0K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,043 | $419.0K | 0.03% | −70−1.4% | Reduced |
| Marcum Wealth, LLC | 5,096 | $423.0K | 0.07% | −842−14.2% | Reduced |
| Abbrea Capital, LLC | 5,206 | $433.0K | 0.07% | +5,206 | New |
| Farmers & Merchants Investments Inc | 5,225 | $434.0K | 0.02% | +10+0.2% | Added |
| Corient Capital Partners, LLC | 5,229 | $434.0K | 0.03% | +619+13.4% | Added |
| Sara-Bay Financial | 5,230 | $435.0K | 0.17% | +1,035+24.7% | Added |
| Pettyjohn, Wood & White, Inc | 5,262 | $437.0K | 0.10% | −875−14.3% | Reduced |
| Veritable, L.P. | 5,258 | $437.0K | 0.01% | +183+3.6% | Added |
| Orion Capital Management LLC | 5,290 | $440.0K | 0.27% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,300 | $440.0K | 0.06% | +1,045+24.6% | Added |
| Jones Financial Companies LLLP | 5,354 | $445.0K | 0.00% | +415+8.4% | Added |
| GoalVest Advisory LLC | 5,432 | $451.0K | 0.28% | −5,090−48.4% | Reduced |
| Boston Private Wealth LLC | 5,585 | $464.0K | 0.01% | +2,527+82.6% | Added |
| Tdam USA Inc. | 5,407 | $470.0K | 0.03% | −9,668−64.1% | Reduced |
| Park Avenue Securities LLC | 5,659 | $470.0K | 0.01% | +1,880+49.7% | Added |
| IFP Advisors, Inc | 5,740 | $479.0K | 0.01% | −14−0.2% | Reduced |
| HighPoint Advisor Group LLC | 5,788 | $481.0K | 0.05% | −1,500−20.6% | Reduced |
| Proequities, Inc. | 5,836 | $485.0K | 0.03% | +440+8.2% | Added |
| Investment Advisory Services Inc | 5,854 | $486.0K | 0.30% | +5,854 | New |
| American Research & Management Co. | 6,000 | $499.0K | 0.11% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 6,038 | $502.0K | 0.46% | −182−2.9% | Reduced |
| Squarepoint Ops LLC | 6,048 | $503.0K | 0.00% | −45,609−88.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,076 | $504.0K | 0.02% | +300+5.2% | Added |
| Wendell David Associates Inc | 6,100 | $507.0K | 0.06% | +2,050+50.6% | Added |
| Texas Yale Capital Corp. | 6,133 | $510.0K | 0.03% | −361−5.6% | Reduced |
| Values First Advisors, Inc. | 6,176 | $513.0K | 0.35% | −101−1.6% | Reduced |
| Monetary Management Group Inc | 6,175 | $513.0K | 0.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,181 | $514.0K | 0.00% | +113+1.9% | Added |
| Visionary Wealth Advisors | 6,200 | $515.0K | 0.05% | −505−7.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $519.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,377 | $530.0K | 0.01% | −864−11.9% | Reduced |
| EP Wealth Advisors, LLC | 6,412 | $533.0K | 0.01% | −2,268−26.1% | Reduced |
| Marks Group Wealth Management, Inc | 6,470 | $533.0K | 0.07% | +66+1.0% | Added |
| Lido Advisors, LLC | 6,515 | $541.0K | 0.01% | +235+3.7% | Added |
| Spotlight Asset Group, Inc. | 6,598 | $548.0K | 0.21% | −200−2.9% | Reduced |
| Semmax Financial Advisors Inc. | 6,806 | $566.0K | 0.18% | −14,234−67.7% | Reduced |
| Davy Global Fund Management Ltd | 6,843 | $569.0K | 0.09% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,884 | $572.0K | 0.02% | +204+3.1% | Added |
| Wambolt & Associates, LLC | 6,909 | $578.0K | 0.25% | +831+13.7% | Added |
| Hartline Investment Corp | 6,952 | $578.0K | 0.07% | +6,952 | New |
| Pinnacle Wealth Management Group, Inc. | 6,965 | $579.0K | 0.42% | +6,965 | New |
| Armor Investment Advisors, LLC | 6,995 | $581.0K | 0.35% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 6,992 | $581.0K | 0.20% | +1,977+39.4% | Added |
| Geneos Wealth Management Inc. | 6,903 | $586.0K | 0.02% | −3,485−33.5% | Reduced |
| Lincoln National Corp | 7,074 | $587.0K | 0.01% | +439+6.6% | Added |
| Nomura Holdings Inc | 7,087 | $589.0K | 0.00% | +3,108+78.1% | Added |
| Brinker Capital Investments, LLC | 7,240 | $602.0K | 0.01% | −452−5.9% | Reduced |
| GWM Advisors LLC | 7,354 | $611.0K | 0.02% | +1,266+20.8% | Added |
| Verition Fund Management LLC | 7,393 | $614.0K | 0.01% | +543+7.9% | Added |
| IFG Advisory, LLC | 7,585 | $630.0K | 0.07% | +432+6.0% | Added |
| TD Private Client Wealth LLC | 7,589 | $630.7K | 0.03% | −273−3.5% | Reduced |
| Summit Financial Group Inc | 7,618 | $633.0K | 0.24% | 00.0% | Unchanged |
| Veriti Management LLC | 7,818 | $650.0K | 0.10% | +911+13.2% | Added |
| Safeguard Investment Advisory Group, LLC | 7,860 | $653.0K | 0.47% | +7,860 | New |
| Sheaff Brock Investment Advisors, LLC | 8,029 | $667.0K | 0.06% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,056 | $669.0K | 0.41% | +391+5.1% | Added |
| Madden Advisory Services, Inc. | 8,110 | $674.0K | 0.50% | −190−2.3% | Reduced |
| Stelac Advisory Services LLC | 8,524 | $708.0K | 0.16% | −67−0.8% | Reduced |
| Huntington National Bank | 8,516 | $708.0K | 0.01% | +289+3.5% | Added |
| Pratt Collard Advisory Partners LLC | 8,540 | $710.0K | 0.47% | −100−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,543 | $710.0K | 0.03% | −16−0.2% | Reduced |
| Banque Cantonale Vaudoise | 8,576 | $713.0K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,637 | $718.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 8,676 | $721.0K | 0.02% | −1,119−11.4% | Reduced |
| Sigma Planning Corp | 8,693 | $722.0K | 0.02% | −1,410−14.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,848 | $735.0K | 0.24% | −222−2.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 9,000 | $748.0K | 0.10% | −7,500−45.5% | Reduced |
| Everence Capital Management Inc | 9,100 | $756.0K | 0.06% | −4,040−30.7% | Reduced |
| Warren Averett Asset Management, LLC | 8,963 | $763.0K | 0.07% | +8,963 | New |
| Weather Gauge Advisory, LLC | 9,358 | $778.0K | 0.91% | −130−1.4% | Reduced |
| Eaton Vance Management | 9,510 | $790.0K | 0.00% | −9,603−50.2% | Reduced |
| Shell Asset Management Co | 9,522 | $791.0K | 0.02% | +2,044+27.3% | Added |
| USS Investment Management Ltd | 9,600 | $798.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 9,609 | $799.0K | 0.01% | +9,609 | New |
| Lumbard & Kellner, LLC | 9,780 | $813.0K | 0.31% | +13+0.1% | Added |
| Umb Bank N A | 9,849 | $819.0K | 0.02% | −556−5.3% | Reduced |
| Broderick Brian C | 9,910 | $824.0K | 0.22% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,943 | $826.0K | 0.01% | −1,730−14.8% | Reduced |
| Jeppson Wealth Management, LLC | 9,968 | $828.0K | 0.45% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 10,000 | $831.0K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,103 | $840.0K | 0.04% | +1,028+11.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,293 | $856.0K | 0.02% | −2,872−21.8% | Reduced |
| Brown Advisory Inc | 10,323 | $858.0K | 0.00% | −2,506−19.5% | Reduced |
| Gray Wealth Management Inc. | 10,449 | $868.0K | 0.50% | −171−1.6% | Reduced |
| Garrison Bradford & Associates Inc | 10,473 | $870.0K | 0.90% | −500−4.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,593 | $880.0K | 0.39% | +226+2.2% | Added |
| Atlantic Union Bankshares Corp | 10,590 | $880.0K | 0.09% | +800+8.2% | Added |
| BP PLC | 10,685 | $888.0K | 0.04% | −4,170−28.1% | Reduced |
| Rockefeller Capital Management L.P. | 10,705 | $888.0K | 0.01% | +673+6.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,867 | $903.0K | 0.10% | −1,086−9.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,930 | $908.0K | 0.12% | −551−4.8% | Reduced |
| Wolverine Trading, LLC | 11,131 | $928.0K | 0.03% | +7,033+171.6% | Added |
| JustInvest LLC | 11,316 | $940.0K | 0.10% | +3,668+48.0% | Added |
| Brookstone Capital Management | 10,855 | $944.0K | 0.02% | +10,855 | New |
| Whittier Trust Co | 11,405 | $947.0K | 0.02% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 11,406 | $948.0K | 0.05% | −41,512−78.4% | Reduced |