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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 1,301 | $108.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,284 | $107.0K | 0.01% | −15−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,290 | $107.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,231 | $107.0K | 0.06% | +1,167+1,823.4% | Added |
| Massmutual Trust Co FSB | 1,275 | $106.0K | 0.00% | −23−1.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,250 | $104.0K | 0.01% | −158−11.2% | Reduced |
| Berman Capital Advisors, LLC | 1,256 | $104.0K | 0.02% | +263+26.5% | Added |
| Caldwell Trust Co | 1,210 | $100.6K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,196 | $99.0K | 0.00% | −55−4.4% | Reduced |
| Lazard Asset Management LLC | 1,162 | $96.0K | 0.00% | −6,301−84.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,155 | $96.0K | 0.03% | +123+11.9% | Added |
| Emfo, LLC | 1,150 | $96.0K | 0.08% | +1,150 | New |
| MV Capital Management, Inc. | 1,133 | $94.0K | 0.02% | +819+260.8% | Added |
| Private Capital Group, LLC | 1,124 | $93.0K | 0.02% | +91+8.8% | Added |
| Glen Eagle Advisors, LLC | 1,052 | $87.4K | 0.03% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 1,500 | $83.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,000 | $83.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $83.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 973 | $81.0K | 0.06% | −56−5.4% | Reduced |
| Private Ocean, LLC | 910 | $76.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 925 | $76.0K | 0.03% | +925 | New |
| Smithfield Trust Co | 900 | $75.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 900 | $75.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 886 | $74.0K | 0.00% | +89+11.2% | Added |
| TCTC Holdings, LLC | 850 | $71.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $71.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 848 | $70.0K | 0.02% | +480+130.4% | Added |
| Kistler-Tiffany Companies, LLC | 827 | $69.0K | 0.02% | +142+20.7% | Added |
| CX Institutional | 814 | $68.0K | 0.01% | +207+34.1% | Added |
| Old Second National Bank of Aurora | 808 | $67.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 750 | $62.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 740 | $61.0K | 0.01% | −70−8.6% | Reduced |
| Fieldpoint Private Securities, LLC | 692 | $59.0K | 0.01% | −180−20.6% | Reduced |
| IAG Wealth Partners, LLC | 700 | $59.0K | 0.02% | +27+4.0% | Added |
| Creative Financial Designs Inc | 699 | $58.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 695 | $58.0K | 0.01% | +2+0.3% | Added |
| Castleview Partners, LLC | 687 | $57.0K | 0.02% | +687 | New |
| Enterprise Financial Services Corp | 665 | $55.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 657 | $55.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 641 | $54.0K | 0.03% | +641 | New |
| Albion Financial Group | 637 | $53.0K | 0.00% | +637 | New |
| Gradient Investments LLC | 614 | $51.0K | 0.00% | +97+18.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 589 | $49.0K | 0.01% | −348−37.1% | Reduced |
| Focused Wealth Management, Inc | 583 | $48.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 549 | $46.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 541 | $46.0K | 0.01% | +37+7.3% | Added |
| Lindbrook Capital, LLC | 519 | $43.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 514 | $43.0K | 0.01% | +400+350.9% | Added |
| Harbor Investment Advisory, LLC | 500 | $42.0K | 0.01% | −50−9.1% | Reduced |
| Valley National Advisers Inc | 500 | $42.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 502 | $42.0K | 0.04% | +2+0.4% | Added |
| tru Independence LLC | 505 | $41.0K | 0.01% | +505 | New |
| Brown Brothers Harriman & Co | 463 | $38.0K | 0.00% | +12+2.7% | Added |
| FinTrust Capital Advisors, LLC | 450 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $37.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 442 | $37.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $36.5K | 0.01% | +22+5.3% | Added |
| First Bank & Trust | 439 | $36.0K | 0.02% | −533−54.8% | Reduced |
| FFT Wealth Management LLC | 430 | $36.0K | 0.01% | +430 | New |
| Ellis Investment Partners, LLC | 391 | $32.0K | 0.01% | +2+0.5% | Added |
| Sutton Wealth Advisors Inc. | 375 | $31.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 344 | $29.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $29.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 345 | $29.0K | 0.00% | +345 | New |
| Tradewinds Capital Management, LLC | 337 | $28.0K | 0.01% | +2+0.6% | Added |
| Piscataqua Savings Bank | 338 | $28.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 330 | $27.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $27.4K | 0.03% | +330 | New |
| Carolinas Wealth Consulting LLC | 330 | $27.0K | 0.01% | −709−68.2% | Reduced |
| JNBA Financial Advisors | 312 | $26.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $25.0K | 0.01% | +300 | New |
| Anchor Investment Management, LLC | 300 | $24.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $23.0K | 0.01% | – | – |
| GPS Wealth Strategies Group, LLC | 255 | $21.0K | 0.01% | −79−23.7% | Reduced |
| Earnest Partners LLC | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 251 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 258 | $21.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 250 | $21.0K | 0.00% | +250 | New |
| Laurel Wealth Advisors LLC | 250 | $21.0K | 0.00% | +250 | New |
| NVWM, LLC | 245 | $20.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 236 | $20.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 234 | $19.0K | 0.01% | +2+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 230 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $17.9K | 0.01% | −15,256−98.6% | Reduced |
| HM Payson & Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $17.0K | 0.01% | +200 | New |
| Strategic Blueprint, LLC | 194 | $16.0K | 0.00% | +194 | New |
| McIlrath & Eck, LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 170 | $15.0K | 0.01% | +170 | New |
| Hoover Financial Advisors, Inc. | 163 | $14.0K | 0.00% | −24−12.8% | Reduced |
| Institutional & Family Asset Management, LLC | 173 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $14.0K | 0.01% | 00.0% | Unchanged |