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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $41.0K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 504 | $42.0K | 0.03% | +2+0.4% | Added |
| Tarbox Family Office, Inc. | 562 | $46.0K | 0.01% | +48+9.3% | Added |
| Lindbrook Capital, LLC | 563 | $46.0K | 0.01% | +44+8.5% | Added |
| Focused Wealth Management, Inc | 584 | $48.0K | 0.01% | +1+0.2% | Added |
| Caldwell Trust Co | 610 | $50.3K | 0.01% | −600−49.6% | Reduced |
| Gradient Investments LLC | 614 | $51.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 637 | $52.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 982 | $54.0K | 0.04% | +134+15.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 657 | $54.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 645 | $54.0K | 0.04% | +4+0.6% | Added |
| Allworth Financial LP | 657 | $54.0K | 0.00% | +157+31.4% | Added |
| Massmutual Trust Co FSB | 677 | $56.0K | 0.00% | −598−46.9% | Reduced |
| Fieldpoint Private Securities, LLC | 685 | $56.0K | 0.01% | −7−1.0% | Reduced |
| Zions Bancorporation, N.A. | 699 | $57.0K | 0.01% | +4+0.6% | Added |
| Antonetti Capital Management LLC | 695 | $57.0K | 0.05% | +695 | New |
| IAG Wealth Partners, LLC | 700 | $58.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 699 | $58.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 740 | $61.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 750 | $62.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 773 | $64.0K | 0.01% | −54−6.5% | Reduced |
| Old Second National Bank of Aurora | 808 | $66.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 850 | $70.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $70.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 900 | $73.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 890 | $73.0K | 0.01% | +4+0.5% | Added |
| HHM Wealth Advisors, LLC | 900 | $74.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 910 | $75.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 905 | $75.0K | 0.01% | +91+11.2% | Added |
| Accel Wealth Management | 931 | $77.0K | 0.05% | −700−42.9% | Reduced |
| Cordasco Financial Network | 973 | $80.0K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 997 | $82.0K | 0.03% | −5,809−85.4% | Reduced |
| Sargent Bickham Lagudis LLC | 1,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,000 | $82.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $82.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,033 | $85.0K | 0.01% | −320−23.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,053 | $86.7K | 0.03% | +1+0.1% | Added |
| Bedel Financial Consulting, Inc. | 1,155 | $95.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $95.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,176 | $97.0K | 0.02% | +43+3.8% | Added |
| Evoke Wealth, LLC | 1,196 | $98.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,217 | $100.0K | 0.02% | +93+8.3% | Added |
| Key Financial Inc | 1,231 | $102.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,273 | $105.0K | 0.01% | −51−3.9% | Reduced |
| Arcadia Investment Management Corp | 1,301 | $107.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,400 | $115.0K | 0.05% | −430−23.5% | Reduced |
| Jacobi Capital Management LLC | 1,395 | $115.0K | 0.01% | +61+4.6% | Added |
| Tobam | 1,426 | $118.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,427 | $118.0K | 0.01% | +177+14.2% | Added |
| Evermay Wealth Management LLC | 1,460 | $120.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,492 | $123.0K | 0.06% | +1,492 | New |
| Covington Capital Management | 1,500 | $124.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,500 | $124.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,557 | $128.0K | 0.01% | +273+21.3% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $130.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,590 | $131.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,645 | $135.0K | 0.03% | +355+27.5% | Added |
| Glassman Wealth Services | 1,650 | $136.0K | 0.03% | +52+3.3% | Added |
| Cahill Financial Advisors Inc | 1,693 | $140.0K | 0.03% | +1,693 | New |
| Motco | 1,808 | $149.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,821 | $150.0K | 0.00% | +497+37.5% | Added |
| Liberty Wealth Management LLC | 1,854 | $153.0K | 0.05% | +34+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,890 | $155.7K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,919 | $158.0K | 0.18% | +1,919 | New |
| Berman Capital Advisors, LLC | 1,937 | $159.0K | 0.03% | +681+54.2% | Added |
| Federated Hermes, Inc. | 2,020 | $166.0K | 0.00% | −2,158−51.7% | Reduced |
| Parallel Advisors, LLC | 2,039 | $168.0K | 0.01% | +410+25.2% | Added |
| Sterling Investment Advisors, Ltd. | 2,175 | $179.0K | 0.05% | −500−18.7% | Reduced |
| Bogart Wealth, LLC | 2,188 | $180.0K | 0.02% | −225−9.3% | Reduced |
| Pflug Koory, LLC | 2,215 | $183.0K | 0.10% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,225 | $183.0K | 0.01% | +121+5.8% | Added |
| Charter Oak Capital Management, LLC | 2,228 | $184.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 8,239 | $187.0K | 0.00% | −1,271−13.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,331 | $192.0K | 0.04% | −713−23.4% | Reduced |
| Hudock, Inc. | 2,358 | $194.0K | 0.06% | +6+0.3% | Added |
| CAPROCK Group, Inc. | 2,424 | $200.0K | 0.02% | +2,424 | New |
| Blue Fin Capital, Inc. | 2,445 | $201.0K | 0.06% | 00.0% | Unchanged |
| BBVA USA | 2,443 | $201.0K | 0.01% | +145+6.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $202.0K | 0.07% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,450 | $202.0K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,480 | $204.0K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,484 | $205.0K | 0.07% | +2,484 | New |
| Carroll Financial Associates, Inc. | 2,505 | $206.0K | 0.01% | −70−2.7% | Reduced |
| V Wealth Advisors LLC | 2,501 | $206.0K | 0.03% | −46−1.8% | Reduced |
| AlphaCentric Advisors LLC | 2,500 | $206.0K | 0.05% | +2,500 | New |
| Covenant Multifamily Offices, LLC | 2,546 | $208.0K | 0.04% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,525 | $208.0K | 0.05% | +2,525 | New |
| Bollard Group LLC | 2,542 | $209.0K | 0.01% | +11+0.4% | Added |
| Moseley Investment Management Inc | 2,509 | $210.0K | 0.11% | −161−6.0% | Reduced |
| Signaturefd, LLC | 2,557 | $211.0K | 0.01% | −248−8.8% | Reduced |
| Wharton Business Group, LLC | 2,555 | $211.0K | 0.02% | +2,555 | New |
| Ashton Thomas Private Wealth, LLC | 2,589 | $213.3K | 0.03% | +2,589 | New |
| Stevens Capital Management LP | 2,598 | $214.0K | 0.09% | +2,598 | New |
| Boothbay Fund Management, LLC | 2,592 | $214.0K | 0.01% | +2,592 | New |
| Regal Investment Advisors LLC | 2,623 | $216.0K | 0.02% | −909−25.7% | Reduced |
| Hoylecohen, LLC | 2,625 | $216.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 2,624 | $216.0K | 0.01% | +194+8.0% | Added |