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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 20,805 | $1.71M | 0.01% | +785+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,793 | $1.71M | 0.02% | +16,000+333.8% | Added |
| Ethic Inc. | 20,685 | $1.70M | 0.17% | +1,991+10.7% | Added |
| Jupiter Asset Management Ltd | 20,537 | $1.69M | 0.02% | +6,506+46.4% | Added |
| Wesbanco Bank Inc | 20,462 | $1.69M | 0.06% | −998−4.7% | Reduced |
| Raymond James Trust N.A. | 20,330 | $1.68M | 0.06% | −122−0.6% | Reduced |
| Full18 Capital LLC | 20,293 | $1.67M | 0.67% | +20,293 | New |
| Edgemoor Investment Advisors, Inc. | 19,991 | $1.65M | 0.19% | −1,758−8.1% | Reduced |
| Bokf, NA | 19,812 | $1.63M | 0.03% | +19,812 | New |
| MML Investors Services, LLC | 19,748 | $1.63M | 0.01% | +1,316+7.1% | Added |
| Oxford Financial Group Ltd | 19,544 | $1.61M | 0.21% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 19,505 | $1.61M | 0.67% | −85−0.4% | Reduced |
| Aevitas Wealth Management, Inc. | 19,231 | $1.58M | 1.01% | +42+0.2% | Added |
| E. Ohman J:or Asset Management AB | 19,204 | $1.58M | 0.05% | +2,500+15.0% | Added |
| Cetera Advisors LLC | 18,867 | $1.55M | 0.03% | +5,163+37.7% | Added |
| D.A. Davidson & Co. | 18,761 | $1.55M | 0.02% | +3,450+22.5% | Added |
| HighTower Advisors, LLC | 18,223 | $1.50M | 0.00% | +226+1.3% | 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 |
| Liberty Capital Management, Inc. | 18,117 | $1.49M | 0.44% | +628+3.6% | Added |
| FDx Advisors, Inc. | 17,990 | $1.48M | 0.05% | −1,036−5.4% | Reduced |
| Spirit of America Management Corp | 17,785 | $1.47M | 0.32% | +1,150+6.9% | Added |
| Independent Advisor Alliance | 17,547 | $1.45M | 0.08% | +262+1.5% | Added |
| Avantax Advisory Services, Inc. | 17,511 | $1.43M | 0.02% | −2,097−10.7% | Reduced |
| Cascade Investment Advisors, Inc. | 17,383 | $1.43M | 0.93% | −375−2.1% | Reduced |
| Penserra Capital Management LLC | 17,236 | $1.42M | 0.03% | +1,125+7.0% | Added |
| NTV Asset Management LLC | 17,213 | $1.42M | 0.25% | 00.0% | Unchanged |
| South Dakota Investment Council | 17,196 | $1.42M | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 16,781 | $1.38M | 0.61% | −1,022−5.7% | Reduced |
| Fred Alger Management, LLC | 16,721 | $1.38M | 0.00% | +717+4.5% | Added |
| Bard Associates Inc | 16,296 | $1.34M | 0.45% | −67−0.4% | 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 |
| Meiji Yasuda Asset Management Co Ltd. | 15,549 | $1.28M | 0.09% | −277−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 15,500 | $1.28M | 0.35% | −800−4.9% | Reduced |
| Gamco Investors, Inc. Et Al | 15,500 | $1.28M | 0.01% | +2,000+14.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.27M | 1.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,172 | $1.25M | 0.01% | +11+0.1% | Added |
| Sumitomo Life Insurance Co | 15,158 | $1.25M | 0.03% | −639−4.0% | Reduced |
| Colony Group LLC | 15,111 | $1.25M | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14,769 | $1.22M | 0.01% | −1,913−11.5% | Reduced |
| Spouting Rock Asset Management, LLC | 14,567 | $1.20M | 0.60% | −11,131−43.3% | Reduced |
| Eudaimonia Partners, LLC | 14,336 | $1.18M | 0.21% | −8−0.1% | Reduced |
| Seeyond | 14,212 | $1.17M | 0.11% | +11,473+418.9% | Added |
| World Asset Management Inc | 14,026 | $1.16M | 0.11% | −656−4.5% | Reduced |
| Advisor Partners LLC | 13,753 | $1.13M | 0.08% | +243+1.8% | Added |
| Welch Group, LLC | 13,475 | $1.11M | 0.08% | −95−0.7% | 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 |
| 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 |
| NFP Retirement, Inc. | 13,099 | $1.08M | 0.44% | +87+0.7% | Added |
| Comerica Securities,inc. | 13,060 | $1.08M | 0.08% | −482−3.6% | Reduced |
| JustInvest LLC | 12,899 | $1.06M | 0.10% | +1,583+14.0% | Added |
| Cigna Investments Inc | 12,894 | $1.06M | 0.08% | −50−0.4% | Reduced |
| Brookstone Capital Management | 12,375 | $1.03M | 0.02% | +1,520+14.0% | Added |
| Arkadios Wealth Advisors | 12,191 | $1.00M | 0.14% | −18−0.1% | Reduced |
| Bamco Inc | 12,064 | $994.0K | 0.00% | −837−6.5% | Reduced |
| Beacon Pointe Advisors, LLC | 12,006 | $989.0K | 0.02% | +8,950+292.9% | Added |
| Brown Advisory Inc | 11,858 | $977.0K | 0.00% | +1,535+14.9% | Added |
| Cetera Investment Advisers | 11,831 | $975.0K | 0.02% | −236−2.0% | Reduced |
| IBM Retirement Fund | 11,813 | $973.0K | 0.08% | +39+0.3% | Added |
| Rockefeller Capital Management L.P. | 11,747 | $967.0K | 0.01% | +1,042+9.7% | Added |
| Ingalls & Snyder LLC | 11,541 | $951.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 11,502 | $948.0K | 0.02% | −180−1.5% | Reduced |
| Cadent Capital Advisors, LLC | 11,437 | $942.0K | 0.42% | −476−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 11,421 | $941.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 11,280 | $929.0K | 0.02% | −125−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,156 | $919.0K | 0.02% | +1,213+12.2% | Added |
| Vontobel Holding Ltd. | 11,117 | $916.0K | 0.01% | +11,117 | New |
| Sustainable Insight Capital Management, LLC | 10,899 | $898.0K | 0.58% | +10,899 | New |
| 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 |
| Nomura Holdings Inc | 10,616 | $889.0K | 0.01% | +3,529+49.8% | Added |
| First Hawaiian Bank | 10,686 | $880.0K | 0.04% | −1,290−10.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,598 | $873.0K | 0.38% | +50.0% | 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 |
| Shell Asset Management Co | 10,346 | $853.0K | 0.02% | +824+8.7% | Added |
| Atlantic Union Bankshares Corp | 10,310 | $850.0K | 0.08% | −280−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 10,021 | $826.0K | 0.13% | −2,586−20.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $824.0K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 9,965 | $821.0K | 0.02% | +116+1.2% | Added |
| Jeppson Wealth Management, LLC | 9,963 | $820.0K | 0.43% | −5−0.1% | Reduced |
| Broderick Brian C | 9,910 | $817.0K | 0.22% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 9,804 | $808.0K | 0.46% | +9,804 | New |
| Lumbard & Kellner, LLC | 9,780 | $806.0K | 0.32% | 00.0% | Unchanged |
| Agf Investments Inc. | 9,609 | $792.0K | 0.01% | 00.0% | Unchanged |
| Weather Gauge Advisory, LLC | 9,366 | $772.0K | 1.00% | +8+0.1% | Added |
| Huntington National Bank | 9,323 | $768.0K | 0.01% | +807+9.5% | Added |
| Warren Averett Asset Management, LLC | 8,963 | $764.0K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,100 | $750.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,089 | $749.0K | 0.02% | +396+4.6% | Added |
| Wambolt & Associates, LLC | 8,899 | $746.0K | 0.30% | +1,990+28.8% | Added |
| Community Bank & Trust, Waco, Texas | 8,773 | $723.0K | 0.24% | −75−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,637 | $712.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,576 | $707.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,547 | $704.0K | 0.03% | +40.0% | Added |
| Qube Research & Technologies Ltd | 8,493 | $700.0K | 0.01% | +8,493 | New |
| Group One Trading, L.P. | 8,259 | $681.0K | 0.01% | +8,259 | New |