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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 4,739 | $391.0K | 0.01% | +2,267+91.7% | Added |
| Tower Bridge Advisors | 4,850 | $399.6K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,986 | $411.0K | 0.06% | −110−2.2% | Reduced |
| Tdam USA Inc. | 4,996 | $412.0K | 0.03% | −411−7.6% | Reduced |
| Jump Financial, LLC | 5,000 | $412.0K | 0.03% | +5,000 | New |
| Pettyjohn, Wood & White, Inc | 5,027 | $414.0K | 0.09% | −235−4.5% | Reduced |
| Bessemer Group Inc | 5,029 | $415.0K | 0.00% | +3,217+177.5% | Added |
| TrinityPoint Wealth, LLC | 5,169 | $426.0K | 0.08% | +2,111+69.0% | Added |
| Visionary Wealth Advisors | 5,235 | $431.0K | 0.04% | −965−15.6% | Reduced |
| Wealthspire Advisors, LLC | 5,277 | $435.0K | 0.01% | +5,277 | New |
| Orion Capital Management LLC | 5,290 | $436.0K | 0.26% | 00.0% | Unchanged |
| Veritable, L.P. | 5,328 | $439.0K | 0.01% | +70+1.3% | Added |
| Spire Wealth Management | 5,328 | $439.0K | 0.01% | +509+10.6% | Added |
| Abbrea Capital, LLC | 5,351 | $441.0K | 0.07% | +145+2.8% | Added |
| IFP Advisors, Inc | 5,352 | $444.0K | 0.01% | −388−6.8% | Reduced |
| HighPoint Advisor Group LLC | 5,582 | $460.0K | 0.05% | −206−3.6% | Reduced |
| Corient Capital Partners, LLC | 5,598 | $461.0K | 0.03% | +369+7.1% | Added |
| Investment Advisory Services Inc | 5,707 | $470.0K | 0.29% | −147−2.5% | Reduced |
| Fox Run Management, L.L.C. | 5,714 | $471.0K | 0.30% | +5,714 | New |
| First Midwest Bank Trust Division | 5,761 | $475.0K | 0.07% | +735+14.6% | Added |
| Ameritas Investment Partners, Inc. | 5,776 | $476.0K | 0.02% | −300−4.9% | Reduced |
| Alpha Paradigm Partners, LLC | 5,805 | $478.0K | 0.19% | +1,446+33.2% | Added |
| Gsa Capital Partners LLP | 5,846 | $482.0K | 0.05% | +5,846 | New |
| Level Four Advisory Services, LLC | 5,889 | $485.0K | 0.05% | +846+16.8% | Added |
| Park Avenue Securities LLC | 5,934 | $489.0K | 0.01% | +275+4.9% | Added |
| Jones Financial Companies LLLP | 5,954 | $491.0K | 0.00% | +600+11.2% | Added |
| Financial Counselors Inc | 6,000 | $494.0K | 0.01% | −377−5.9% | Reduced |
| American Research & Management Co. | 6,000 | $494.0K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,008 | $495.0K | 0.00% | −173−2.8% | Reduced |
| Proequities, Inc. | 6,078 | $501.0K | 0.03% | +242+4.1% | Added |
| Wendell David Associates Inc | 6,100 | $503.0K | 0.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 6,138 | $506.0K | 0.03% | +5+0.1% | Added |
| Associated Banc-Corp | 6,181 | $509.0K | 0.02% | +1,300+26.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $514.0K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 6,393 | $526.0K | 0.34% | −1,467−18.7% | Reduced |
| Armor Investment Advisors, LLC | 6,385 | $526.0K | 0.33% | −610−8.7% | Reduced |
| Values First Advisors, Inc. | 6,438 | $530.0K | 0.34% | +262+4.2% | Added |
| Farmers & Merchants Investments Inc | 6,526 | $538.0K | 0.02% | +1,301+24.9% | Added |
| Spotlight Asset Group, Inc. | 6,570 | $541.0K | 0.27% | −28−0.4% | Reduced |
| Gotham Asset Management, LLC | 6,651 | $548.0K | 0.02% | −3,452−34.2% | Reduced |
| Lincoln National Corp | 6,773 | $558.0K | 0.01% | −301−4.3% | Reduced |
| Geneos Wealth Management Inc. | 6,672 | $559.0K | 0.02% | −231−3.3% | Reduced |
| AlphaCrest Capital Management LLC | 6,779 | $559.0K | 0.03% | +6,779 | New |
| Assenagon Asset Management S.A. | 6,943 | $572.0K | 0.00% | +6,943 | New |
| Hartline Investment Corp | 6,952 | $573.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,061 | $581.9K | 0.02% | −528−7.0% | Reduced |
| Virtu Financial LLC | 7,059 | $582.0K | 0.05% | +7,059 | New |
| Exane Derivatives | 7,127 | $587.2K | 0.15% | −5,659−44.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 7,165 | $590.0K | 0.44% | +200+2.9% | Added |
| IndexIQ Advisors LLC | 7,239 | $596.0K | 0.02% | +355+5.2% | Added |
| Los Angeles Capital Management LLC | 7,301 | $602.0K | 0.00% | −4,700−39.2% | Reduced |
| Brinker Capital Investments, LLC | 7,240 | $602.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 7,418 | $611.0K | 0.03% | −1,258−14.5% | Reduced |
| IFG Advisory, LLC | 7,437 | $612.0K | 0.07% | −148−2.0% | Reduced |
| Summit Financial Group Inc | 7,618 | $628.0K | 0.23% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,631 | $629.0K | 0.01% | +2,046+36.6% | Added |
| Lido Advisors, LLC | 7,695 | $634.0K | 0.01% | +1,180+18.1% | Added |
| Madden Advisory Services, Inc. | 7,891 | $650.0K | 0.46% | −219−2.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,894 | $650.0K | 0.06% | −135−1.7% | Reduced |
| Atom Investors LP | 8,058 | $664.0K | 0.13% | +8,058 | New |
| Monetary Management Group Inc | 8,075 | $665.0K | 0.18% | +1,900+30.8% | Added |
| Snowden Capital Advisors LLC | 8,176 | $673.7K | 0.03% | −3,889−32.2% | Reduced |
| Group One Trading, L.P. | 8,259 | $681.0K | 0.01% | +8,259 | New |
| Qube Research & Technologies Ltd | 8,493 | $700.0K | 0.01% | +8,493 | New |
| Resources Investment Advisors, LLC. | 8,547 | $704.0K | 0.03% | +40.0% | Added |
| Banque Cantonale Vaudoise | 8,576 | $707.0K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,637 | $712.0K | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 8,773 | $723.0K | 0.24% | −75−0.8% | Reduced |
| Wambolt & Associates, LLC | 8,899 | $746.0K | 0.30% | +1,990+28.8% | Added |
| Sigma Planning Corp | 9,089 | $749.0K | 0.02% | +396+4.6% | Added |
| Everence Capital Management Inc | 9,100 | $750.0K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,963 | $764.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 9,323 | $768.0K | 0.01% | +807+9.5% | Added |
| Weather Gauge Advisory, LLC | 9,366 | $772.0K | 1.00% | +8+0.1% | Added |
| Agf Investments Inc. | 9,609 | $792.0K | 0.01% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 9,780 | $806.0K | 0.32% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 9,804 | $808.0K | 0.46% | +9,804 | New |
| Broderick Brian C | 9,910 | $817.0K | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,963 | $820.0K | 0.43% | −5−0.1% | Reduced |
| Umb Bank N A | 9,965 | $821.0K | 0.02% | +116+1.2% | Added |
| American Assets Investment Management, LLC | 10,000 | $824.0K | 0.10% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 10,021 | $826.0K | 0.13% | −2,586−20.5% | Reduced |
| Atlantic Union Bankshares Corp | 10,310 | $850.0K | 0.08% | −280−2.6% | Reduced |
| Shell Asset Management Co | 10,346 | $853.0K | 0.02% | +824+8.7% | Added |
| Garrison Bradford & Associates Inc | 10,473 | $863.0K | 0.88% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 10,476 | $863.0K | 0.48% | +27+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,598 | $873.0K | 0.38% | +50.0% | Added |
| First Hawaiian Bank | 10,686 | $880.0K | 0.04% | −1,290−10.8% | Reduced |
| Nomura Holdings Inc | 10,616 | $889.0K | 0.01% | +3,529+49.8% | Added |
| Laurel Wealth Advisors, Inc. | 10,869 | $896.0K | 0.16% | −61−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,879 | $896.0K | 0.09% | +12+0.1% | Added |
| Sustainable Insight Capital Management, LLC | 10,899 | $898.0K | 0.58% | +10,899 | New |
| Vontobel Holding Ltd. | 11,117 | $916.0K | 0.01% | +11,117 | New |
| Steward Partners Investment Advisory, LLC | 11,156 | $919.0K | 0.02% | +1,213+12.2% | Added |
| Whittier Trust Co | 11,280 | $929.0K | 0.02% | −125−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 11,421 | $941.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 11,437 | $942.0K | 0.42% | −476−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,502 | $948.0K | 0.02% | −180−1.5% | Reduced |
| Ingalls & Snyder LLC | 11,541 | $951.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,747 | $967.0K | 0.01% | +1,042+9.7% | Added |