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 |
|---|---|---|---|---|---|
| RVB Capital Management LLC | 18,500 | $1.54M | 1.35% | −41,000−68.9% | Reduced |
| MML Investors Services, LLC | 18,432 | $1.53M | 0.01% | −1,187−6.1% | Reduced |
| M Holdings Securities, Inc. | 18,384 | $1.53M | 0.15% | +1,016+5.8% | Added |
| Fort Washington Investment Advisors Inc | 18,130 | $1.51M | 0.01% | −600−3.2% | Reduced |
| Forte Capital LLC | 18,020 | $1.50M | 0.20% | −98−0.5% | Reduced |
| HighTower Advisors, LLC | 17,997 | $1.49M | 0.00% | −1,468−7.5% | Reduced |
| RDA Financial Network | 17,803 | $1.48M | 0.65% | −258−1.4% | Reduced |
| Cascade Investment Advisors, Inc. | 17,758 | $1.48M | 0.93% | −175−1.0% | Reduced |
| Profund Advisors LLC | 17,587 | $1.46M | 0.05% | +6,052+52.5% | Added |
| Liberty Capital Management, Inc. | 17,489 | $1.45M | 0.44% | +2,271+14.9% | Added |
| Independent Advisor Alliance | 17,285 | $1.44M | 0.08% | −3,350−16.2% | Reduced |
| NTV Asset Management LLC | 17,213 | $1.43M | 0.25% | −300−1.7% | Reduced |
| South Dakota Investment Council | 17,196 | $1.43M | 0.03% | −3,620−17.4% | Reduced |
| E. Ohman J:or Asset Management AB | 16,704 | $1.39M | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 16,682 | $1.39M | 0.02% | +5,492+49.1% | Added |
| Spirit of America Management Corp | 16,635 | $1.38M | 0.30% | +600+3.7% | Added |
| Bard Associates Inc | 16,363 | $1.36M | 0.45% | −112−0.7% | Reduced |
| We Are One Seven, LLC | 16,329 | $1.36M | 0.19% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 16,300 | $1.35M | 0.35% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,266 | $1.35M | 0.34% | +16,266 | New |
| Penserra Capital Management LLC | 16,111 | $1.34M | 0.02% | +3,711+29.9% | Added |
| Fred Alger Management, LLC | 16,004 | $1.33M | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 15,826 | $1.31M | 0.06% | −1,565−9.0% | Reduced |
| Sumitomo Life Insurance Co | 15,797 | $1.31M | 0.04% | −2,476−13.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.28M | 1.09% | −825−5.1% | Reduced |
| D.A. Davidson & Co. | 15,311 | $1.27M | 0.01% | −2,203−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 15,180 | $1.26M | 0.03% | −47,071−75.6% | Reduced |
| Panagora Asset Management Inc | 15,161 | $1.26M | 0.01% | −529−3.4% | Reduced |
| Colony Group LLC | 15,111 | $1.26M | 0.02% | +396+2.7% | Added |
| Alerus Financial NA | 14,782 | $1.23M | 0.12% | +14,782 | New |
| World Asset Management Inc | 14,682 | $1.22M | 0.11% | −612−4.0% | Reduced |
| Jane Street Group, LLC | 14,515 | $1.21M | 0.00% | −286,263−95.2% | Reduced |
| Eudaimonia Partners, LLC | 14,344 | $1.19M | 0.22% | +14,344 | New |
| Jupiter Asset Management Ltd | 14,031 | $1.17M | 0.01% | +14,031 | New |
| Schnieders Capital Management LLC | 13,786 | $1.15M | 0.31% | −77−0.6% | Reduced |
| Cetera Advisors LLC | 13,704 | $1.14M | 0.03% | −59−0.4% | Reduced |
| Welch Group, LLC | 13,570 | $1.13M | 0.08% | +170+1.3% | Added |
| 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 |
| Advisor Partners LLC | 13,510 | $1.12M | 0.07% | −60−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 13,500 | $1.12M | 0.01% | +13,500 | New |
| Exane Derivatives | 12,786 | $1.11M | 0.26% | −2,519−16.5% | Reduced |
| NFP Retirement, Inc. | 13,012 | $1.08M | 0.42% | −649−4.8% | Reduced |
| Cigna Investments Inc | 12,944 | $1.08M | 0.08% | −2,073−13.8% | Reduced |
| Bamco Inc | 12,901 | $1.07M | 0.00% | +1,755+15.7% | Added |
| Koss-Olinger Consulting, LLC | 12,607 | $1.05M | 0.16% | +1,485+13.4% | Added |
| FORA Capital, LLC | 12,458 | $1.03M | 0.19% | +12,458 | New |
| Arkadios Wealth Advisors | 12,209 | $1.01M | 0.12% | +8,715+249.4% | Added |
| Cetera Investment Advisers | 12,067 | $1.00M | 0.02% | +372+3.2% | Added |
| Snowden Capital Advisors LLC | 12,065 | $1.00M | 0.05% | −815−6.3% | Reduced |
| Los Angeles Capital Management LLC | 12,001 | $997.0K | 0.00% | +1,315+12.3% | Added |
| First Hawaiian Bank | 11,976 | $995.0K | 0.04% | −2,090−14.9% | Reduced |
| Cadent Capital Advisors, LLC | 11,913 | $990.0K | 0.41% | −1,479−11.0% | Reduced |
| IBM Retirement Fund | 11,774 | $978.0K | 0.08% | −2,487−17.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,682 | $971.0K | 0.02% | +1,000+9.4% | Added |
| Ingalls & Snyder LLC | 11,541 | $959.0K | 0.04% | −250−2.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,523 | $958.0K | 0.09% | −450−3.8% | Reduced |
| Silvercrest Asset Management Group LLC | 11,421 | $949.0K | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 11,406 | $948.0K | 0.05% | −41,512−78.4% | Reduced |
| Whittier Trust Co | 11,405 | $947.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,855 | $944.0K | 0.02% | +10,855 | New |
| JustInvest LLC | 11,316 | $940.0K | 0.10% | +3,668+48.0% | Added |
| Wolverine Trading, LLC | 11,131 | $928.0K | 0.03% | +7,033+171.6% | Added |
| Laurel Wealth Advisors, Inc. | 10,930 | $908.0K | 0.12% | −551−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,867 | $903.0K | 0.10% | −1,086−9.1% | Reduced |
| 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 |
| 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 |
| Garrison Bradford & Associates Inc | 10,473 | $870.0K | 0.90% | −500−4.6% | Reduced |
| Gray Wealth Management Inc. | 10,449 | $868.0K | 0.50% | −171−1.6% | Reduced |
| Brown Advisory Inc | 10,323 | $858.0K | 0.00% | −2,506−19.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,293 | $856.0K | 0.02% | −2,872−21.8% | Reduced |
| Gotham Asset Management, LLC | 10,103 | $840.0K | 0.04% | +1,028+11.3% | Added |
| American Assets Investment Management, LLC | 10,000 | $831.0K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,968 | $828.0K | 0.45% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,943 | $826.0K | 0.01% | −1,730−14.8% | Reduced |
| Broderick Brian C | 9,910 | $824.0K | 0.22% | 00.0% | Unchanged |
| Umb Bank N A | 9,849 | $819.0K | 0.02% | −556−5.3% | Reduced |
| Lumbard & Kellner, LLC | 9,780 | $813.0K | 0.31% | +13+0.1% | Added |
| Agf Investments Inc. | 9,609 | $799.0K | 0.01% | +9,609 | New |
| USS Investment Management Ltd | 9,600 | $798.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,522 | $791.0K | 0.02% | +2,044+27.3% | Added |
| Eaton Vance Management | 9,510 | $790.0K | 0.00% | −9,603−50.2% | Reduced |
| Weather Gauge Advisory, LLC | 9,358 | $778.0K | 0.91% | −130−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,963 | $763.0K | 0.07% | +8,963 | New |
| Everence Capital Management Inc | 9,100 | $756.0K | 0.06% | −4,040−30.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 9,000 | $748.0K | 0.10% | −7,500−45.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,848 | $735.0K | 0.24% | −222−2.4% | Reduced |
| Sigma Planning Corp | 8,693 | $722.0K | 0.02% | −1,410−14.0% | Reduced |
| Allstate Corp | 8,676 | $721.0K | 0.02% | −1,119−11.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,637 | $718.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,576 | $713.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Madden Advisory Services, Inc. | 8,110 | $674.0K | 0.50% | −190−2.3% | Reduced |
| Argent Advisors, Inc. | 8,056 | $669.0K | 0.41% | +391+5.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,029 | $667.0K | 0.06% | 00.0% | Unchanged |