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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 154 | $13.0K | 0.01% | +1+0.7% | Added |
| Ade, LLC | 153 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 152 | $13.0K | 0.01% | +152 | New |
| Selective Wealth Management, Inc. | 140 | $12.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 150 | $12.0K | 0.00% | +144+2,400.0% | Added |
| Center for Financial Planning, Inc. | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 135 | $11.0K | 0.00% | +35+35.0% | Added |
| Wolff Wiese Magana LLC | 123 | $10.0K | 0.01% | −15−10.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 118 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $10.0K | 0.00% | +120 | New |
| Professional Financial Advisors, LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $9.00K | 0.00% | +110 | New |
| Tucker Asset Management LLC | 106 | $8.81K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $8.31K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $8.00K | 0.00% | −750−89.1% | Reduced |
| Delta Asset Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Exchange Traded Concepts, LLC | 97 | $8.00K | 0.00% | +97 | New |
| Front Row Advisors LLC | 87 | $7.00K | 0.00% | −7−7.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $7.00K | 0.00% | +17+28.8% | Added |
| Resolute Partners Group | 80 | $7.00K | 0.00% | +2+2.6% | Added |
| Raffa Wealth Management, LLC | 73 | $6.07K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 75 | $6.00K | 0.00% | −156−67.5% | Reduced |
| Prestige Wealth Management Group LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 72 | $6.00K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 75 | $6.00K | 0.00% | +75 | New |
| Crewe Advisors LLC | 63 | $5.00K | 0.00% | −93−59.6% | Reduced |
| Sageworth Trust Co | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 60 | $4.99K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 53 | $4.00K | 0.00% | +53 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 44 | $4.00K | 0.00% | +44 | New |
| Concord Wealth Partners | 38 | $3.00K | 0.00% | −282−88.1% | Reduced |
| First Horizon Corp | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | +39 | New |
| Clearview Wealth Advisors LLC | 42 | $3.00K | 0.00% | +42 | New |
| Horizon Financial Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $2.00K | 0.00% | +21 | New |
| Reilly Financial Advisors, LLC | 10 | $1.00K | 0.00% | −54−84.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 6 | $502 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Camber Capital Management LP | 0 | $0 | 0.00% | −810,000−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −308,690−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −258,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −248,600−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −175,919−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −152,625−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −148,158−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −92,648−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −89,184−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −86,865−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −72,868−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −46,209−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −37,412−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −35,257−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −32,419−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −25,729−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,043−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,885−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −24,160−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,231−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −9,958−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,817−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,759−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |