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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
Certified Advisory Corp0$00.00%−1,036−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−1,029−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−850−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−800−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−675−100.0%Sold out
Group One Trading, L.P.0$00.00%−647−100.0%Sold out
State of Wyoming0$00.00%−534−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−290−100.0%Sold out
Sun Life Financial INC0$00.00%−249−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−117−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−55−100.0%Sold out
Regal Wealth Group, Inc.0$00.00%−51−100.0%Sold out
Abundance Wealth Counselors0$00.00%−50−100.0%Sold out
City Holding Co0$00.00%−25−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−21−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−20−100.0%Sold out
Waddell & Reed Financial Inc––––Not filed
Amundi Asset Management US, Inc.––––Not filed
Schafer Cullen Capital Management Inc––––Not filed
North American Management Corp––––Not filed
Bokf, NA––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
CSat Investment Advisory, L.P.––––Not filed