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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, Q3 2021

Institutional positions in Welltower Inc. as of Sep 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
763
+17 vs. Q2 2021
Shares held
408.0M
+6.77M (+1.7%) vs. Q2 2021
Total value
$33.6B
+$282.7M (+0.8%) vs. Q2 2021
New holders
70
275 more added
Sold out
53
260 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 763 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 heldQ3 2021: $33.6B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2021.

Institutions holding WELL in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Avion Wealth3$00.00%00.0%Unchanged
JJJ Advisors Inc.4$00.00%+4New
Consolidated Planning Corp6$00.00%+6New
Global Financial Private Client, LLC6$5030.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC16$1.00K0.00%00.0%Unchanged
TFC Financial Management9$1.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.17$1.00K0.00%+17New
MCF Advisors LLC14$1.00K0.00%+14New
Horizon Financial Services, LLC25$2.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$3.00K0.00%−137−80.6%Reduced
Sonora Investment Management, LLC38$3.00K0.00%00.0%Unchanged
Ironwood Financial, llc33$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC40$3.00K0.00%+1+2.6%Added
Pacifica Partners Inc.39$3.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC42$3.00K0.00%00.0%Unchanged
Tfo-TDC, LLC32$3.00K0.00%+32New
Bartlett & Co. LLC50$4.00K0.00%−10−16.7%Reduced
Howe & Rusling Inc50$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.43$4.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC50$4.00K0.00%00.0%Unchanged
Ci Investments Inc.51$4.00K0.00%+51New
Lee Financial Co43$4.00K0.00%+43New
Clear Perspectives Financial Planning, LLC50$4.00K0.00%+50New
Dark Forest Capital Management LP46$4.00K0.00%+46New
Bartlett & Co. Wealth Management LLC50$4.12K0.00%−10−16.7%Reduced
Crewe Advisors LLC63$5.00K0.00%00.0%Unchanged
Country Trust Bank55$5.00K0.00%+55New
Institutional & Family Asset Management, LLC69$6.00K0.00%−104−60.1%Reduced
Prestige Wealth Management Group LLC78$6.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$6.01K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC90$7.00K0.00%−7−7.2%Reduced
Front Row Advisors LLC87$7.00K0.00%00.0%Unchanged
Pacitti Group Inc.89$7.00K0.00%00.0%Unchanged
Resolute Partners Group80$7.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC80$7.00K0.00%+5+6.7%Added
Reilly Financial Advisors, LLC84$7.00K0.00%+74+740.0%Added
Montag A & Associates Inc92$8.00K0.00%00.0%Unchanged
Delta Asset Management LLC100$8.00K0.00%00.0%Unchanged
Kowal Investment Group, LLC100$8.00K0.00%+100New
West Paces Advisors Inc.100$8.24K0.00%00.0%Unchanged
Tucker Asset Management LLC106$8.52K0.00%00.0%Unchanged
Sandy Spring Bank110$9.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC112$9.00K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.113$9.00K0.00%+37+48.7%Added
FinTrust Capital Advisors, LLC125$10.0K0.00%−325−72.2%Reduced
Wolff Wiese Magana LLC123$10.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC120$10.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.118$10.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC125$10.0K0.00%+125New
M&R Capital Management Inc135$11.0K0.00%00.0%Unchanged
Logan Capital Management Inc135$11.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$11.0K0.00%00.0%Unchanged
Providence Capital Advisors, LLC150$12.0K0.00%00.0%Unchanged
IMA Wealth, Inc.155$13.0K0.00%00.0%Unchanged
Lake Point Wealth Management152$13.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC155$13.0K0.01%+1+0.6%Added
Ade, LLC153$13.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC166$14.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC171$14.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC184$15.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC191$15.0K0.00%+99+107.6%Added
Community Bank, N.A.200$16.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$16.0K0.01%00.0%Unchanged
Corsicana & Co.200$16.0K0.01%00.0%Unchanged
HM Payson & Co205$17.0K0.00%+5+2.5%Added
Financial Perspectives, Inc216$17.8K0.01%00.0%Unchanged
Neo Ivy Capital Management355$18.0K0.02%+355New
Plante Moran Financial Advisors, LLC236$19.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC236$19.0K0.01%+2+0.9%Added
Mark Sheptoff Financial Planning, LLC230$19.0K0.01%00.0%Unchanged
NVWM, LLC245$20.0K0.01%00.0%Unchanged
Earnest Partners LLC250$21.0K0.00%00.0%Unchanged
Investors Research Corp251$21.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC255$21.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc255$21.0K0.01%+255New
Aspire Private Capital, LLC283$23.0K0.01%––
Anchor Investment Management, LLC300$24.7K0.00%00.0%Unchanged
Larson Financial Group LLC300$25.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC300$25.0K0.04%+300New
JNBA Financial Advisors312$26.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC333$27.0K0.01%+3+0.9%Added
MUFG Americas Holdings Corp324$27.0K0.00%+324New
Heritage Wealth Advisors330$27.2K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$27.2K0.03%00.0%Unchanged
Tradewinds Capital Management, LLC338$28.0K0.00%+1+0.3%Added
Piscataqua Savings Bank338$28.0K0.02%00.0%Unchanged
First Bank & Trust351$29.0K0.01%−88−20.0%Reduced
Asset Dedication, LLC344$29.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.348$29.0K0.00%+3+0.9%Added
Silvant Capital Management LLC348$29.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.377$31.1K0.01%+2+0.5%Added
Ellis Investment Partners, LLC394$32.0K0.01%+3+0.8%Added
Rosenberg Matthew Hamilton402$33.0K0.01%+144+55.8%Added
Trustcore Financial Services, LLC442$36.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.440$36.0K0.02%+300+214.3%Added
Atlas Capital Advisors LLC439$36.2K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.450$37.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co463$38.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4,699$39.0K0.01%+4,110+697.8%Added