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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 11,421 | $949.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,523 | $958.0K | 0.09% | −450−3.8% | Reduced |
| Ingalls & Snyder LLC | 11,541 | $959.0K | 0.04% | −250−2.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,682 | $971.0K | 0.02% | +1,000+9.4% | Added |
| IBM Retirement Fund | 11,774 | $978.0K | 0.08% | −2,487−17.4% | Reduced |
| Cadent Capital Advisors, LLC | 11,913 | $990.0K | 0.41% | −1,479−11.0% | Reduced |
| First Hawaiian Bank | 11,976 | $995.0K | 0.04% | −2,090−14.9% | Reduced |
| Los Angeles Capital Management LLC | 12,001 | $997.0K | 0.00% | +1,315+12.3% | Added |
| Snowden Capital Advisors LLC | 12,065 | $1.00M | 0.05% | −815−6.3% | Reduced |
| Cetera Investment Advisers | 12,067 | $1.00M | 0.02% | +372+3.2% | Added |
| Arkadios Wealth Advisors | 12,209 | $1.01M | 0.12% | +8,715+249.4% | Added |
| FORA Capital, LLC | 12,458 | $1.03M | 0.19% | +12,458 | New |
| Koss-Olinger Consulting, LLC | 12,607 | $1.05M | 0.16% | +1,485+13.4% | Added |
| Bamco Inc | 12,901 | $1.07M | 0.00% | +1,755+15.7% | Added |
| Cigna Investments Inc | 12,944 | $1.08M | 0.08% | −2,073−13.8% | Reduced |
| NFP Retirement, Inc. | 13,012 | $1.08M | 0.42% | −649−4.8% | Reduced |
| Exane Derivatives | 12,786 | $1.11M | 0.26% | −2,519−16.5% | Reduced |
| Gamco Investors, Inc. Et Al | 13,500 | $1.12M | 0.01% | +13,500 | New |
| Advisor Partners LLC | 13,510 | $1.12M | 0.07% | −60−0.4% | Reduced |
| Intersect Capital LLC | 13,540 | $1.13M | 0.20% | +20.0% | Added |
| Comerica Securities,inc. | 13,542 | $1.13M | 0.08% | +377+2.9% | Added |
| Welch Group, LLC | 13,570 | $1.13M | 0.08% | +170+1.3% | Added |
| Cetera Advisors LLC | 13,704 | $1.14M | 0.03% | −59−0.4% | Reduced |
| Schnieders Capital Management LLC | 13,786 | $1.15M | 0.31% | −77−0.6% | Reduced |
| Jupiter Asset Management Ltd | 14,031 | $1.17M | 0.01% | +14,031 | New |
| Eudaimonia Partners, LLC | 14,344 | $1.19M | 0.22% | +14,344 | New |
| Jane Street Group, LLC | 14,515 | $1.21M | 0.00% | −286,263−95.2% | Reduced |
| World Asset Management Inc | 14,682 | $1.22M | 0.11% | −612−4.0% | Reduced |
| Alerus Financial NA | 14,782 | $1.23M | 0.12% | +14,782 | New |
| Colony Group LLC | 15,111 | $1.26M | 0.02% | +396+2.7% | Added |
| Panagora Asset Management Inc | 15,161 | $1.26M | 0.01% | −529−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 15,180 | $1.26M | 0.03% | −47,071−75.6% | Reduced |
| D.A. Davidson & Co. | 15,311 | $1.27M | 0.01% | −2,203−12.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.28M | 1.09% | −825−5.1% | Reduced |
| Sumitomo Life Insurance Co | 15,797 | $1.31M | 0.04% | −2,476−13.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,826 | $1.31M | 0.06% | −1,565−9.0% | Reduced |
| Fred Alger Management, LLC | 16,004 | $1.33M | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 16,111 | $1.34M | 0.02% | +3,711+29.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,266 | $1.35M | 0.34% | +16,266 | New |
| Paradigm Asset Management Co LLC | 16,300 | $1.35M | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,329 | $1.36M | 0.19% | 00.0% | Unchanged |
| Bard Associates Inc | 16,363 | $1.36M | 0.45% | −112−0.7% | Reduced |
| Spirit of America Management Corp | 16,635 | $1.38M | 0.30% | +600+3.7% | Added |
| Parallax Volatility Advisers, L.P. | 16,682 | $1.39M | 0.02% | +5,492+49.1% | Added |
| E. Ohman J:or Asset Management AB | 16,704 | $1.39M | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 17,196 | $1.43M | 0.03% | −3,620−17.4% | Reduced |
| NTV Asset Management LLC | 17,213 | $1.43M | 0.25% | −300−1.7% | Reduced |
| Independent Advisor Alliance | 17,285 | $1.44M | 0.08% | −3,350−16.2% | Reduced |
| Liberty Capital Management, Inc. | 17,489 | $1.45M | 0.44% | +2,271+14.9% | Added |
| Profund Advisors LLC | 17,587 | $1.46M | 0.05% | +6,052+52.5% | Added |
| Cascade Investment Advisors, Inc. | 17,758 | $1.48M | 0.93% | −175−1.0% | Reduced |
| RDA Financial Network | 17,803 | $1.48M | 0.65% | −258−1.4% | Reduced |
| HighTower Advisors, LLC | 17,997 | $1.49M | 0.00% | −1,468−7.5% | Reduced |
| Forte Capital LLC | 18,020 | $1.50M | 0.20% | −98−0.5% | Reduced |
| Fort Washington Investment Advisors Inc | 18,130 | $1.51M | 0.01% | −600−3.2% | Reduced |
| M Holdings Securities, Inc. | 18,384 | $1.53M | 0.15% | +1,016+5.8% | Added |
| MML Investors Services, LLC | 18,432 | $1.53M | 0.01% | −1,187−6.1% | Reduced |
| RVB Capital Management LLC | 18,500 | $1.54M | 1.35% | −41,000−68.9% | Reduced |
| Ethic Inc. | 18,694 | $1.55M | 0.19% | +4,482+31.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,960 | $1.58M | 0.03% | +39+0.2% | Added |
| FDx Advisors, Inc. | 19,026 | $1.58M | 0.05% | +2,615+15.9% | Added |
| OPSEU Pension Plan Trust Fund | 18,759 | $1.58M | 0.41% | +7,487+66.4% | Added |
| Aevitas Wealth Management, Inc. | 19,189 | $1.59M | 1.02% | +46+0.2% | Added |
| Mariner, LLC | 19,202 | $1.60M | 0.01% | +4,218+28.2% | Added |
| Oxford Financial Group Ltd | 19,544 | $1.62M | 0.22% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 19,590 | $1.63M | 0.66% | −134−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 19,608 | $1.63M | 0.03% | +4,138+26.7% | Added |
| Caption Management, LLC | 20,000 | $1.66M | 0.15% | +20,000 | New |
| Bridgewater Associates, LP | 20,020 | $1.66M | 0.01% | +20,020 | New |
| Mercer Global Advisors Inc | 20,365 | $1.69M | 0.01% | +320+1.6% | Added |
| Raymond James Trust N.A. | 20,452 | $1.70M | 0.06% | −683−3.2% | Reduced |
| Summit Place Financial Advisors, LLC | 20,855 | $1.73M | 1.27% | −180−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 21,140 | $1.76M | 0.04% | +310+1.5% | Added |
| Wesbanco Bank Inc | 21,460 | $1.78M | 0.07% | −4,422−17.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 21,749 | $1.81M | 0.17% | −202−0.9% | Reduced |
| Pacer Advisors, Inc. | 21,768 | $1.81M | 0.03% | −1,071−4.7% | Reduced |
| ProVise Management Group, LLC | 22,881 | $1.90M | 0.19% | −277−1.2% | Reduced |
| PFG Advisors | 23,044 | $1.92M | 0.22% | −75−0.3% | Reduced |
| Xponance, Inc. | 23,165 | $1.93M | 0.04% | +5,214+29.0% | Added |
| Vestmark Advisory Solutions, Inc. | 23,242 | $1.93M | 0.14% | +801+3.6% | Added |
| QS Investors, LLC | 23,466 | $1.95M | 0.02% | −3,084−11.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 23,954 | $1.99M | 0.09% | +1,218+5.4% | Added |
| Commerce Bank | 24,008 | $2.00M | 0.01% | +4,290+21.8% | Added |
| Kentucky Retirement Systems | 24,313 | $2.02M | 0.10% | −1,928−7.3% | Reduced |
| Boston Family Office LLC | 24,449 | $2.03M | 0.15% | +161+0.7% | Added |
| Creative Planning | 24,508 | $2.04M | 0.00% | −6,825−21.8% | Reduced |
| Pinebridge Investments, L.P. | 25,051 | $2.08M | 0.02% | −7,246−22.4% | Reduced |
| Busey Wealth Management | 25,232 | $2.10M | 0.10% | −1,241−4.7% | Reduced |
| Morningstar Investment Services LLC | 25,253 | $2.11M | 0.03% | −145,617−85.2% | Reduced |
| Spouting Rock Asset Management, LLC | 25,698 | $2.14M | 0.66% | +6,318+32.6% | Added |
| Louisiana State Employees Retirement System | 26,000 | $2.16M | 0.05% | +100+0.4% | Added |
| Blair William & Co | 26,078 | $2.17M | 0.01% | −8,139−23.8% | Reduced |
| Wealthfront Advisers LLC | 26,088 | $2.17M | 0.01% | +5,792+28.5% | Added |
| Edmond de Rothschild Holding S.A. | 26,342 | $2.19M | 0.05% | +26+0.1% | Added |
| Baird Financial Group, Inc. | 26,668 | $2.22M | 0.01% | −38,952−59.4% | Reduced |
| Capital Investment Advisors, LLC | 27,178 | $2.26M | 0.08% | −92−0.3% | Reduced |
| American National Insurance Co | 27,580 | $2.29M | 0.09% | −75−0.3% | Reduced |
| New Mexico Educational Retirement Board | 27,848 | $2.31M | 0.08% | +1,500+5.7% | Added |
| Stephens Inc | 28,684 | $2.38M | 0.04% | −504−1.7% | Reduced |
| Elo Mutual Pension Insurance Co | 29,314 | $2.44M | 0.08% | −792−2.6% | Reduced |