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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 7,860 | $653.0K | 0.47% | +7,860 | New |
| Veriti Management LLC | 7,818 | $650.0K | 0.10% | +911+13.2% | Added |
| Summit Financial Group Inc | 7,618 | $633.0K | 0.24% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,589 | $630.7K | 0.03% | −273−3.5% | Reduced |
| IFG Advisory, LLC | 7,585 | $630.0K | 0.07% | +432+6.0% | Added |
| Verition Fund Management LLC | 7,393 | $614.0K | 0.01% | +543+7.9% | Added |
| GWM Advisors LLC | 7,354 | $611.0K | 0.02% | +1,266+20.8% | Added |
| Brinker Capital Investments, LLC | 7,240 | $602.0K | 0.01% | −452−5.9% | Reduced |
| Nomura Holdings Inc | 7,087 | $589.0K | 0.00% | +3,108+78.1% | Added |
| Lincoln National Corp | 7,074 | $587.0K | 0.01% | +439+6.6% | Added |
| Geneos Wealth Management Inc. | 6,903 | $586.0K | 0.02% | −3,485−33.5% | Reduced |
| 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 |
| Pinnacle Wealth Management Group, Inc. | 6,965 | $579.0K | 0.42% | +6,965 | New |
| 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 |
| IndexIQ Advisors LLC | 6,884 | $572.0K | 0.02% | +204+3.1% | Added |
| Davy Global Fund Management Ltd | 6,843 | $569.0K | 0.09% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6,806 | $566.0K | 0.18% | −14,234−67.7% | Reduced |
| Spotlight Asset Group, Inc. | 6,598 | $548.0K | 0.21% | −200−2.9% | Reduced |
| Lido Advisors, LLC | 6,515 | $541.0K | 0.01% | +235+3.7% | Added |
| 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 |
| Financial Counselors Inc | 6,377 | $530.0K | 0.01% | −864−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $519.0K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,200 | $515.0K | 0.05% | −505−7.5% | Reduced |
| AE Wealth Management LLC | 6,181 | $514.0K | 0.00% | +113+1.9% | Added |
| 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 |
| Texas Yale Capital Corp. | 6,133 | $510.0K | 0.03% | −361−5.6% | Reduced |
| Wendell David Associates Inc | 6,100 | $507.0K | 0.06% | +2,050+50.6% | Added |
| Ameritas Investment Partners, Inc. | 6,076 | $504.0K | 0.02% | +300+5.2% | Added |
| Squarepoint Ops LLC | 6,048 | $503.0K | 0.00% | −45,609−88.3% | Reduced |
| Essex Private Wealth Management, LLC | 6,038 | $502.0K | 0.46% | −182−2.9% | Reduced |
| American Research & Management Co. | 6,000 | $499.0K | 0.11% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,854 | $486.0K | 0.30% | +5,854 | New |
| Proequities, Inc. | 5,836 | $485.0K | 0.03% | +440+8.2% | Added |
| HighPoint Advisor Group LLC | 5,788 | $481.0K | 0.05% | −1,500−20.6% | Reduced |
| IFP Advisors, Inc | 5,740 | $479.0K | 0.01% | −14−0.2% | Reduced |
| 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 |
| Boston Private Wealth LLC | 5,585 | $464.0K | 0.01% | +2,527+82.6% | Added |
| GoalVest Advisory LLC | 5,432 | $451.0K | 0.28% | −5,090−48.4% | Reduced |
| Jones Financial Companies LLLP | 5,354 | $445.0K | 0.00% | +415+8.4% | 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 |
| 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 |
| Sara-Bay Financial | 5,230 | $435.0K | 0.17% | +1,035+24.7% | Added |
| 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 |
| Abbrea Capital, LLC | 5,206 | $433.0K | 0.07% | +5,206 | New |
| Marcum Wealth, LLC | 5,096 | $423.0K | 0.07% | −842−14.2% | Reduced |
| Level Four Advisory Services, LLC | 5,043 | $419.0K | 0.03% | −70−1.4% | Reduced |
| First Midwest Bank Trust Division | 5,026 | $418.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,961 | $412.0K | 0.01% | +192+4.0% | Added |
| Associated Banc-Corp | 4,881 | $405.0K | 0.02% | −2,128−30.4% | Reduced |
| Bridgefront Capital, LLC | 4,862 | $404.0K | 0.15% | −7,727−61.4% | Reduced |
| Tower Bridge Advisors | 4,850 | $403.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,819 | $401.0K | 0.01% | −2,811−36.8% | Reduced |
| Conning Inc. | 4,811 | $400.0K | 0.01% | −491−9.3% | Reduced |
| AlphaMark Advisors, LLC | 4,805 | $399.0K | 0.15% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,793 | $398.0K | 0.00% | −30,000−86.2% | Reduced |
| 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 |
| ARS Wealth Advisors, LLC | 4,708 | $391.0K | 0.07% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 4,586 | $380.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Moors & Cabot, Inc. | 4,460 | $371.0K | 0.03% | +1,360+43.9% | Added |
| Donaldson Capital Management, LLC | 4,450 | $370.0K | 0.02% | +300+7.2% | Added |
| Personal Cfo Solutions, LLC | 4,415 | $367.0K | 0.08% | +80+1.8% | Added |
| Wetherby Asset Management Inc | 4,388 | $365.0K | 0.02% | +216+5.2% | 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 |
| Checchi Capital Advisers, LLC | 4,371 | $363.0K | 0.04% | +6+0.1% | Added |
| Alpha Paradigm Partners, LLC | 4,359 | $362.0K | 0.14% | +4,359 | New |
| Parkside Financial Bank & Trust | 4,330 | $360.0K | 0.10% | +138+3.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,286 | $356.0K | 0.01% | −241−5.3% | Reduced |
| Glenmede Trust Co NA | 4,252 | $353.0K | 0.00% | +903+27.0% | Added |
| 9258 Wealth Management, LLC | 4,213 | $350.0K | 0.09% | +383+10.0% | Added |
| Federated Hermes, Inc. | 4,178 | $347.0K | 0.00% | +1,028+32.6% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $344.0K | 0.19% | +6+0.1% | Added |
| First American Trust, FSB | 4,124 | $343.0K | 0.05% | +4,124 | New |
| Integrated Advisors Network LLC | 4,070 | $338.0K | 0.02% | +571+16.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,047 | $336.0K | 0.04% | +344+9.3% | Added |
| Cutter & CO Brokerage, Inc. | 4,030 | $335.0K | 0.08% | +13+0.3% | Added |
| Kinneret Advisory, LLC | 3,955 | $329.0K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 3,961 | $329.0K | 0.01% | +3,961 | New |
| American National Registered Investment Advisor, Inc. | 3,950 | $328.0K | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 3,875 | $322.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,872 | $321.0K | 0.01% | −2,025−34.3% | Reduced |
| Southland Equity Partners LLC | 3,842 | $319.3K | 0.15% | +100+2.7% | Added |
| Assetmark, Inc | 3,843 | $319.0K | 0.00% | +322+9.1% | Added |
| Unigestion Holding SA | 3,796 | $317.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,768 | $313.0K | 0.28% | +3,768 | New |
| 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 |
| 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 |