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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 2,675 | $221.0K | 0.02% | +537+25.1% | Added |
| Moloney Securities Asset Management, LLC | 2,692 | $222.0K | 0.04% | −32−1.2% | Reduced |
| Centiva Capital, LP | 2,753 | $227.0K | 0.02% | +2,753 | New |
| Sound View Wealth Advisors Group, LLC | 2,782 | $229.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,592 | $231.0K | 0.02% | +41+1.6% | Added |
| Vectors Research Management, LLC | 2,805 | $231.0K | 0.05% | +403+16.8% | Added |
| HNP Capital LLC | 2,805 | $231.0K | 0.06% | +2,805 | New |
| Great Valley Advisor Group, Inc. | 2,823 | $232.0K | 0.02% | −257−8.3% | Reduced |
| Advisory Services Network, LLC | 2,851 | $235.0K | 0.01% | −2,110−42.5% | Reduced |
| Horizon Investments, LLC | 2,868 | $235.0K | 0.01% | +115+4.2% | Added |
| Quadrant Capital Group LLC | 2,870 | $236.0K | 0.03% | +562+24.4% | Added |
| Van Hulzen Asset Management, LLC | 2,900 | $239.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,897 | $239.0K | 0.03% | +2+0.1% | Added |
| Capula Management Ltd | 2,900 | $239.0K | 0.02% | +2,900 | New |
| Walleye Trading LLC | 2,939 | $242.0K | 0.01% | +2,939 | New |
| National Asset Management, Inc. | 2,949 | $244.0K | 0.01% | +29+1.0% | Added |
| Keystone Financial Group | 2,966 | $244.0K | 0.04% | +158+5.6% | Added |
| Shelton Capital Management | 2,992 | $247.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $247.0K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,004 | $247.0K | 0.03% | +46+1.6% | Added |
| Financial Advocates Investment Management | 2,997 | $247.0K | 0.02% | +271+9.9% | Added |
| Stonnington Group, LLC | 3,000 | $248.0K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,019 | $249.0K | 0.26% | +3,019 | New |
| Prudent Man Advisors, LLC | 3,040 | $250.0K | 0.09% | +3,040 | New |
| Atlantic Trust, LLC | 3,040 | $251.0K | 0.16% | 00.0% | Unchanged |
| Weil Company, Inc. | 3,056 | $252.0K | 0.13% | +22+0.7% | Added |
| Proficio Capital Partners LLC | 3,075 | $253.0K | 0.03% | −446−12.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,084 | $254.0K | 0.12% | −38−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,180 | $262.0K | 0.02% | −570−15.2% | Reduced |
| FourThought Financial, LLC | 3,202 | $263.0K | 0.04% | −2,098−39.6% | Reduced |
| Archford Capital Strategies, LLC | 3,203 | $264.0K | 0.06% | −304−8.7% | Reduced |
| Sentry Investment Management LLC | 3,240 | $267.0K | 0.08% | +3,219+15,328.6% | Added |
| American Portfolios Advisors | 3,244 | $267.3K | 0.01% | −119−3.5% | Reduced |
| DRW Securities, LLC | 3,281 | $270.0K | 0.08% | +3,281 | New |
| Regentatlantic Capital LLC | 3,295 | $272.0K | 0.01% | +562+20.6% | Added |
| Blueprint Investment Partners LLC | 3,306 | $272.0K | 0.14% | +3,306 | New |
| Glenview Trust Co | 3,324 | $274.0K | 0.01% | +317+10.5% | Added |
| Robertson Stephens Wealth Management, LLC | 3,413 | $281.0K | 0.03% | −634−15.7% | Reduced |
| Bluestein R H & Co | 3,500 | $288.0K | 0.01% | 00.0% | Unchanged |
| Somerville Kurt F | 3,500 | $288.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 3,500 | $288.0K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 3,529 | $291.0K | 0.03% | +320+10.0% | Added |
| Clarius Group, LLC | 3,548 | $292.0K | 0.03% | +144+4.2% | Added |
| Flputnam Investment Management Co | 3,596 | $296.0K | 0.01% | +170+5.0% | Added |
| Parkside Financial Bank & Trust | 3,642 | $300.0K | 0.09% | −688−15.9% | Reduced |
| Dearborn Partners LLC | 3,639 | $300.0K | 0.01% | −95−2.5% | Reduced |
| Koshinski Asset Management, Inc. | 3,663 | $301.9K | 0.03% | +906+32.9% | Added |
| Whalerock Point Partners, LLC | 3,680 | $303.0K | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,672 | $303.0K | 0.00% | +3,672 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $304.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,716 | $306.0K | 0.01% | −156−4.0% | Reduced |
| Lazard Asset Management LLC | 3,739 | $307.0K | 0.00% | +2,577+221.8% | Added |
| Moors & Cabot, Inc. | 3,760 | $308.0K | 0.02% | −700−15.7% | Reduced |
| Harbour Investments, Inc. | 3,739 | $308.0K | 0.01% | +73+2.0% | Added |
| Stelac Advisory Services LLC | 3,747 | $309.0K | 0.08% | −4,777−56.0% | Reduced |
| Beech Hill Advisors, Inc. | 3,750 | $309.0K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 3,761 | $310.0K | 0.01% | −1,050−21.8% | Reduced |
| Ellevest, Inc. | 3,779 | $311.0K | 0.03% | +673+21.7% | Added |
| Sawtooth Solutions, LLC | 3,784 | $312.0K | 0.05% | +396+11.7% | Added |
| SG Americas Securities, LLC | 3,818 | $315.0K | 0.00% | +1,337+53.9% | Added |
| Kingsview Wealth Management, LLC | 3,836 | $316.0K | 0.01% | +240+6.7% | Added |
| Nwam LLC | 3,875 | $319.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 3,867 | $319.0K | 0.01% | +3,867 | New |
| American National Registered Investment Advisor, Inc. | 3,950 | $325.0K | 0.12% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,955 | $326.0K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,967 | $326.9K | 0.15% | +125+3.3% | Added |
| Accurate Wealth Management, LLC | 4,023 | $332.0K | 0.29% | +255+6.8% | Added |
| Cutter & CO Brokerage, Inc. | 4,041 | $333.0K | 0.08% | +11+0.3% | Added |
| Pathstone Family Office, LLC | 4,081 | $336.0K | 0.01% | +403+11.0% | Added |
| First American Trust, FSB | 4,124 | $340.0K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,138 | $341.0K | 0.19% | 00.0% | Unchanged |
| Assetmark, Inc | 4,157 | $343.0K | 0.00% | +314+8.2% | Added |
| Cullen/Frost Bankers, Inc. | 4,190 | $345.0K | 0.01% | −96−2.2% | Reduced |
| 9258 Wealth Management, LLC | 4,247 | $350.0K | 0.09% | +34+0.8% | Added |
| Toroso Investments, LLC | 4,252 | $351.0K | 0.01% | +840+24.6% | Added |
| Veriti Management LLC | 4,270 | $352.0K | 0.05% | −3,548−45.4% | Reduced |
| Good Life Advisors, LLC | 4,294 | $354.0K | 0.05% | −90−2.1% | Reduced |
| Canandaigua National Corp | 4,301 | $354.0K | 0.06% | +574+15.4% | Added |
| Cresset Asset Management, LLC | 4,299 | $354.0K | 0.00% | +630+17.2% | Added |
| Glenmede Trust Co NA | 4,329 | $356.0K | 0.00% | +77+1.8% | Added |
| Siemens Fonds Invest GmbH | 4,362 | $359.0K | 0.02% | +4,362 | New |
| Joel Isaacson & Co., LLC | 4,397 | $362.0K | 0.03% | +4,397 | New |
| AlphaMark Advisors, LLC | 4,405 | $363.0K | 0.13% | −400−8.3% | Reduced |
| Donaldson Capital Management, LLC | 4,408 | $363.0K | 0.02% | −42−0.9% | Reduced |
| IHT Wealth Management, LLC | 4,437 | $366.0K | 0.03% | −295−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,441 | $366.0K | 0.03% | +778+21.2% | Added |
| Checchi Capital Advisers, LLC | 4,484 | $369.0K | 0.05% | +113+2.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $370.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,488 | $370.0K | 0.01% | +861+23.7% | Added |
| GWM Advisors LLC | 4,508 | $371.0K | 0.01% | −2,846−38.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,498 | $371.0K | 0.08% | +83+1.9% | Added |
| Prospera Financial Services Inc | 4,514 | $372.0K | 0.02% | +26+0.6% | Added |
| LCNB Corp | 4,560 | $376.0K | 0.19% | −175−3.7% | Reduced |
| Crescent Capital Consulting, LLC | 4,586 | $378.0K | 0.07% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,588 | $378.0K | 0.03% | +518+12.7% | Added |
| Wetherby Asset Management Inc | 4,597 | $379.0K | 0.02% | +209+4.8% | Added |
| EP Wealth Advisors, LLC | 4,631 | $382.0K | 0.01% | −1,781−27.8% | Reduced |
| CenterStar Asset Management, LLC | – | $383.0K | 0.30% | – | – |
| ARS Wealth Advisors Group, LLC | 4,658 | $384.0K | 0.07% | +4,658 | New |
| Greenleaf Trust | 4,669 | $385.0K | 0.00% | +283+6.5% | Added |