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Livermore
ZHEN

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
Gerber Kawasaki Wealth & Investment Management3,700$307.0K0.03%+3,700New
Whalerock Point Partners, LLC3,680$305.8K0.12%00.0%Unchanged
Cresset Asset Management, LLC3,669$305.0K0.00%−1,226−25.0%Reduced
Harbour Investments, Inc.3,666$305.0K0.01%−50−1.3%Reduced
Pathstone Family Office, LLC3,678$305.0K0.01%+3,678New
Tokio Marine Asset Management Co Ltd3,663$304.0K0.03%−318−8.0%Reduced
King Luther Capital Management Corp3,637$302.0K0.00%+3,637New
Stratos Wealth Partners, LTD.3,627$301.0K0.01%−362−9.1%Reduced
Kingsview Wealth Management, LLC3,596$301.0K0.01%+133+3.8%Added
Scotia Capital Inc.3,546$295.0K0.00%+583+19.7%Added
Regal Investment Advisors LLC3,532$294.0K0.03%+3,532New
Proficio Capital Partners LLC3,521$293.0K0.04%+14+0.4%Added
Archford Capital Strategies, LLC3,507$291.0K0.07%−1,076−23.5%Reduced
Somerville Kurt F3,500$291.0K0.04%−1,000−22.2%Reduced
Bluestein R H & Co3,500$291.0K0.01%00.0%Unchanged
Mosaic Family Wealth, LLC3,500$291.0K0.08%00.0%Unchanged
Regions Financial Corp3,480$289.0K0.00%−250−6.7%Reduced
Flputnam Investment Management Co3,426$285.0K0.01%−129−3.6%Reduced
FineMark National Bank & Trust3,429$285.0K0.01%+80+2.4%Added
Toroso Investments, LLC3,412$284.0K0.01%+3,412New
Clarius Group, LLC3,404$283.0K0.03%+43+1.3%Added
Sawtooth Solutions, LLC3,388$282.0K0.06%+538+18.9%Added
American Portfolios Advisors3,363$279.4K0.01%−106−3.1%Reduced
Tectonic Advisors LLC3,233$269.0K0.06%+3,233New
SFMG, LLC3,209$267.0K0.03%00.0%Unchanged
Legacy Wealth Asset Management, LLC3,122$259.0K0.12%+39+1.3%Added
Ellevest, Inc.3,106$258.0K0.03%−14−0.4%Reduced
Stonnington Group, LLC3,000$255.0K0.06%00.0%Unchanged
TrinityPoint Wealth, LLC3,058$254.0K0.05%−62−2.0%Reduced
Beacon Pointe Advisors, LLC3,056$254.0K0.01%+3,056New
Deseret Mutual Benefit Administrators3,044$253.0K0.06%+3,044New
Atlantic Trust, LLC3,040$252.0K0.16%+715+30.8%Added
Weil Company, Inc.3,034$252.0K0.13%+3,034New
Great Valley Advisor Group, Inc.3,080$249.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC3,000$249.0K0.05%00.0%Unchanged
Shelton Capital Management2,992$249.0K0.01%00.0%Unchanged
Wexford Capital LP3,000$249.0K0.04%+3,000New
Glenview Trust Co3,007$249.0K0.01%+3,007New
Hilltop Holdings Inc.2,958$245.0K0.03%+2,958New
National Asset Management, Inc.2,920$243.0K0.01%+13+0.4%Added
SeaCrest Wealth Management, LLC2,895$241.0K0.03%+2+0.1%Added
Van Hulzen Asset Management, LLC2,900$241.0K0.04%+2,900New
Keystone Financial Group2,808$233.0K0.04%−230−7.6%Reduced
Signaturefd, LLC2,805$233.0K0.01%+858+44.1%Added
Sound View Wealth Advisors Group, LLC2,782$231.0K0.05%−50−1.8%Reduced
Koshinski Asset Management, Inc.2,757$229.0K0.03%−915−24.9%Reduced
Seeyond2,739$227.0K0.02%+12+0.4%Added
Regentatlantic Capital LLC2,733$227.0K0.01%+2,733New
Horizon Investments, LLC2,753$227.0K0.01%+2,753New
Moloney Securities Asset Management, LLC2,724$226.0K0.04%−442−14.0%Reduced
Financial Advocates Investment Management2,726$226.0K0.02%+2,726New
Lombard Odier Asset Management (Switzerland) SA2,691$224.0K0.01%+2,691New
Brooks, Moore & Associates, Inc.2,700$224.0K0.14%+2,700New
Sterling Investment Advisors, Ltd.2,675$222.0K0.06%00.0%Unchanged
Moseley Investment Management Inc2,670$222.0K0.11%+2,670New
Hoylecohen, LLC2,625$218.0K0.02%−675−20.5%Reduced
Paces Ferry Wealth Advisors, LLC2,612$217.0K0.17%+2,612New
Carroll Financial Associates, Inc.2,575$213.0K0.01%+42+1.7%Added
Rehmann Capital Advisory Group2,551$212.0K0.02%+2,551New
V Wealth Advisors LLC2,547$212.0K0.03%−4,104−61.7%Reduced
Mid Atlantic Financial Management Inc2,552$212.0K0.01%+2,552New
Covenant Multifamily Offices, LLC2,546$212.0K0.04%+2,546New
Bollard Group LLC2,531$210.0K0.01%−1,742−40.8%Reduced
SG Americas Securities, LLC2,481$206.0K0.00%−25,801−91.2%Reduced
J.W. Cole Advisors, Inc.2,480$206.0K0.02%+2,480New
Hancock Whitney Corp2,463$205.0K0.01%+2,463New
Ieq Capital, LLC2,472$205.0K0.01%+2,472New
First National Bank of Mount Dora, Trust Investment Services2,455$204.0K0.07%+2,455New
MTM Investment Management, LLC2,450$204.0K0.11%+2,450New
Blue Fin Capital, Inc.2,445$203.0K0.06%+2,445New
Orion Portfolio Solutions, LLC2,430$202.0K0.01%+2,430New
Bogart Wealth, LLC2,413$201.0K0.02%−29−1.2%Reduced
Vectors Research Management, LLC2,402$200.0K0.05%+70+3.0%Added
CWM, LLC2,367$197.0K0.00%00.0%Unchanged
Hudock, Inc.2,352$195.0K0.06%+7+0.3%Added
Quadrant Capital Group LLC2,308$192.0K0.03%+528+29.7%Added
BBVA USA2,298$191.0K0.01%+2,298New
Charter Oak Capital Management, LLC2,228$185.0K0.02%00.0%Unchanged
Pflug Koory, LLC2,215$184.0K0.10%00.0%Unchanged
NEXT Financial Group, Inc2,138$177.0K0.01%+443+26.1%Added
Meeder Asset Management Inc2,104$175.0K0.01%−1,007−32.4%Reduced
Federation des caisses Desjardins du Quebec1,890$157.1K0.00%00.0%Unchanged
Optimum Investment Advisors1,830$152.0K0.05%00.0%Unchanged
Liberty Wealth Management LLC1,820$151.0K0.06%+12+0.7%Added
Bessemer Group Inc1,812$150.0K0.00%−45−2.4%Reduced
Motco1,808$150.0K0.01%+49+2.8%Added
Banco de Sabadell, S.A1,763$147.0K0.10%+51+3.0%Added
Accel Wealth Management1,631$136.0K0.09%−14−0.9%Reduced
Parallel Advisors, LLC1,629$135.0K0.01%+389+31.4%Added
Washington Trust Co1,590$133.0K0.00%−134−7.8%Reduced
Glassman Wealth Services1,598$133.0K0.03%+44+2.8%Added
Stonebridge Capital Advisors LLC1,576$131.0K0.02%00.0%Unchanged
Covington Capital Management1,500$125.0K0.00%+1,500New
Evermay Wealth Management LLC1,460$121.0K0.02%+1,460New
Tobam1,426$119.0K0.00%00.0%Unchanged
CenterStar Asset Management, LLC–$114.0K0.12%–New
Global Retirement Partners, LLC1,353$112.0K0.01%−3,847−74.0%Reduced
Jacobi Capital Management LLC1,334$111.0K0.01%+121+10.0%Added
First Horizon Advisors, Inc.1,324$110.0K0.01%−48−3.5%Reduced
Clearstead Advisors, LLC1,324$110.0K0.01%+53+4.2%Added