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 |
|---|---|---|---|---|---|
| IBM Retirement Fund | 11,813 | $973.0K | 0.08% | +39+0.3% | Added |
| Cetera Investment Advisers | 11,831 | $975.0K | 0.02% | −236−2.0% | Reduced |
| Brown Advisory Inc | 11,858 | $977.0K | 0.00% | +1,535+14.9% | Added |
| Beacon Pointe Advisors, LLC | 12,006 | $989.0K | 0.02% | +8,950+292.9% | Added |
| Bamco Inc | 12,064 | $994.0K | 0.00% | −837−6.5% | Reduced |
| Arkadios Wealth Advisors | 12,191 | $1.00M | 0.14% | −18−0.1% | Reduced |
| Brookstone Capital Management | 12,375 | $1.03M | 0.02% | +1,520+14.0% | Added |
| Cigna Investments Inc | 12,894 | $1.06M | 0.08% | −50−0.4% | Reduced |
| JustInvest LLC | 12,899 | $1.06M | 0.10% | +1,583+14.0% | Added |
| Comerica Securities,inc. | 13,060 | $1.08M | 0.08% | −482−3.6% | Reduced |
| NFP Retirement, Inc. | 13,099 | $1.08M | 0.44% | +87+0.7% | Added |
| Voloridge Investment Management, LLC | 13,171 | $1.08M | 0.01% | −25,964−66.3% | Reduced |
| Schnieders Capital Management LLC | 13,169 | $1.08M | 0.29% | −617−4.5% | Reduced |
| We Are One Seven, LLC | 13,797 | $1.11M | 0.14% | −2,532−15.5% | Reduced |
| Intersect Capital LLC | 13,458 | $1.11M | 0.19% | −82−0.6% | Reduced |
| Welch Group, LLC | 13,475 | $1.11M | 0.08% | −95−0.7% | Reduced |
| Advisor Partners LLC | 13,753 | $1.13M | 0.08% | +243+1.8% | Added |
| World Asset Management Inc | 14,026 | $1.16M | 0.11% | −656−4.5% | Reduced |
| Seeyond | 14,212 | $1.17M | 0.11% | +11,473+418.9% | Added |
| Eudaimonia Partners, LLC | 14,336 | $1.18M | 0.21% | −8−0.1% | Reduced |
| Spouting Rock Asset Management, LLC | 14,567 | $1.20M | 0.60% | −11,131−43.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,769 | $1.22M | 0.01% | −1,913−11.5% | Reduced |
| Colony Group LLC | 15,111 | $1.25M | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 15,158 | $1.25M | 0.03% | −639−4.0% | Reduced |
| Panagora Asset Management Inc | 15,172 | $1.25M | 0.01% | +11+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.27M | 1.08% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 15,500 | $1.28M | 0.01% | +2,000+14.8% | Added |
| Paradigm Asset Management Co LLC | 15,500 | $1.28M | 0.35% | −800−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,549 | $1.28M | 0.09% | −277−1.8% | Reduced |
| Morningstar Investment Services LLC | 15,997 | $1.34M | 0.02% | −9,256−36.7% | Reduced |
| Forte Capital LLC | 16,249 | $1.34M | 0.18% | −1,771−9.8% | Reduced |
| Bard Associates Inc | 16,296 | $1.34M | 0.45% | −67−0.4% | Reduced |
| Fred Alger Management, LLC | 16,721 | $1.38M | 0.00% | +717+4.5% | Added |
| RDA Financial Network | 16,781 | $1.38M | 0.61% | −1,022−5.7% | Reduced |
| South Dakota Investment Council | 17,196 | $1.42M | 0.03% | 00.0% | Unchanged |
| NTV Asset Management LLC | 17,213 | $1.42M | 0.25% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 17,236 | $1.42M | 0.03% | +1,125+7.0% | Added |
| Cascade Investment Advisors, Inc. | 17,383 | $1.43M | 0.93% | −375−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 17,511 | $1.43M | 0.02% | −2,097−10.7% | Reduced |
| Independent Advisor Alliance | 17,547 | $1.45M | 0.08% | +262+1.5% | Added |
| Spirit of America Management Corp | 17,785 | $1.47M | 0.32% | +1,150+6.9% | Added |
| FDx Advisors, Inc. | 17,990 | $1.48M | 0.05% | −1,036−5.4% | Reduced |
| Liberty Capital Management, Inc. | 18,117 | $1.49M | 0.44% | +628+3.6% | Added |
| OPSEU Pension Plan Trust Fund | 17,992 | $1.49M | 0.38% | −767−4.1% | Reduced |
| Fort Washington Investment Advisors Inc | 18,130 | $1.49M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,223 | $1.50M | 0.00% | +226+1.3% | Added |
| D.A. Davidson & Co. | 18,761 | $1.55M | 0.02% | +3,450+22.5% | Added |
| Cetera Advisors LLC | 18,867 | $1.55M | 0.03% | +5,163+37.7% | Added |
| E. Ohman J:or Asset Management AB | 19,204 | $1.58M | 0.05% | +2,500+15.0% | Added |
| Aevitas Wealth Management, Inc. | 19,231 | $1.58M | 1.01% | +42+0.2% | Added |
| Hotaling Investment Management, LLC | 19,505 | $1.61M | 0.67% | −85−0.4% | Reduced |
| Oxford Financial Group Ltd | 19,544 | $1.61M | 0.21% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,748 | $1.63M | 0.01% | +1,316+7.1% | Added |
| Bokf, NA | 19,812 | $1.63M | 0.03% | +19,812 | New |
| Edgemoor Investment Advisors, Inc. | 19,991 | $1.65M | 0.19% | −1,758−8.1% | Reduced |
| Full18 Capital LLC | 20,293 | $1.67M | 0.67% | +20,293 | New |
| Raymond James Trust N.A. | 20,330 | $1.68M | 0.06% | −122−0.6% | Reduced |
| Wesbanco Bank Inc | 20,462 | $1.69M | 0.06% | −998−4.7% | Reduced |
| Jupiter Asset Management Ltd | 20,537 | $1.69M | 0.02% | +6,506+46.4% | Added |
| Ethic Inc. | 20,685 | $1.70M | 0.17% | +1,991+10.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,793 | $1.71M | 0.02% | +16,000+333.8% | Added |
| Bridgewater Associates, LP | 20,805 | $1.71M | 0.01% | +785+3.9% | Added |
| Summit Place Financial Advisors, LLC | 20,860 | $1.72M | 1.25% | +50.0% | Added |
| Crossmark Global Holdings, Inc. | 21,050 | $1.74M | 0.04% | −90−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,323 | $1.76M | 0.12% | −1,919−8.3% | Reduced |
| Xponance, Inc. | 21,372 | $1.76M | 0.03% | −1,793−7.7% | Reduced |
| Mariner, LLC | 21,617 | $1.78M | 0.01% | +2,415+12.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,989 | $1.81M | 0.04% | +3,029+16.0% | Added |
| PFG Advisors | 22,389 | $1.84M | 0.21% | −655−2.8% | Reduced |
| Kestra Advisory Services, LLC | 22,536 | $1.86M | 0.02% | +22,536 | New |
| Busey Wealth Management | 22,688 | $1.87M | 0.08% | −2,544−10.1% | Reduced |
| ProVise Management Group, LLC | 22,903 | $1.89M | 0.19% | +22+0.1% | Added |
| XML Financial, LLC | 23,941 | $1.97M | 0.26% | +23,941 | New |
| Boston Family Office LLC | 24,171 | $1.99M | 0.14% | −278−1.1% | Reduced |
| Kentucky Retirement Systems | 24,340 | $2.01M | 0.09% | +27+0.1% | Added |
| Echo Street Capital Management LLC | 24,524 | $2.02M | 0.01% | +24,524 | New |
| Strategic Wealth Advisors Group, LLC | 24,532 | $2.02M | 0.10% | +578+2.4% | Added |
| Mercer Global Advisors Inc | 24,744 | $2.04M | 0.01% | +4,379+21.5% | Added |
| Point72 Hong Kong Ltd | 25,200 | $2.08M | 0.16% | +25,200 | New |
| Edmond de Rothschild Holding S.A. | 25,390 | $2.09M | 0.05% | −952−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,207 | $2.16M | 0.03% | +15,914+154.6% | Added |
| Stephens Inc | 26,298 | $2.17M | 0.03% | −2,386−8.3% | Reduced |
| Louisiana State Employees Retirement System | 26,300 | $2.17M | 0.05% | +300+1.2% | Added |
| Commerce Bank | 26,371 | $2.17M | 0.02% | +2,363+9.8% | Added |
| Pacer Advisors, Inc. | 26,417 | $2.18M | 0.03% | +4,649+21.4% | Added |
| Blair William & Co | 26,775 | $2.21M | 0.01% | +697+2.7% | Added |
| Capital Investment Advisors, LLC | 26,874 | $2.21M | 0.07% | −304−1.1% | Reduced |
| Creative Planning | 26,926 | $2.22M | 0.00% | +2,418+9.9% | Added |
| Rafferty Asset Management, LLC | 26,976 | $2.22M | 0.02% | −18,672−40.9% | Reduced |
| New Mexico Educational Retirement Board | 27,348 | $2.25M | 0.08% | −500−1.8% | Reduced |
| American National Insurance Co | 27,535 | $2.27M | 0.09% | −45−0.2% | Reduced |
| Pendal Group Limited | 27,988 | $2.31M | 0.02% | −5,786−17.1% | Reduced |
| Tower Research Capital LLC (TRC) | 28,060 | $2.31M | 0.06% | +12,880+84.8% | Added |
| Oppenheimer & Co Inc | 28,251 | $2.33M | 0.04% | −2,014−6.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,358 | $2.38M | 0.10% | +32,358 | New |
| Elo Mutual Pension Insurance Co | 29,314 | $2.42M | 0.08% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 30,653 | $2.53M | 0.03% | +5,602+22.4% | Added |
| AIA Group Ltd | 30,769 | $2.54M | 0.14% | +30,769 | New |
| Moody National Bank Trust Division | 30,910 | $2.55M | 0.04% | −45−0.1% | Reduced |
| Bard Financial Services, Inc. | 31,160 | $2.57M | 0.23% | −9,450−23.3% | Reduced |