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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 8,176 | $673.7K | 0.03% | −3,889−32.2% | Reduced |
| Monetary Management Group Inc | 8,075 | $665.0K | 0.18% | +1,900+30.8% | Added |
| Atom Investors LP | 8,058 | $664.0K | 0.13% | +8,058 | New |
| 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 |
| Lido Advisors, LLC | 7,695 | $634.0K | 0.01% | +1,180+18.1% | Added |
| Boston Private Wealth LLC | 7,631 | $629.0K | 0.01% | +2,046+36.6% | Added |
| Summit Financial Group Inc | 7,618 | $628.0K | 0.23% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7,437 | $612.0K | 0.07% | −148−2.0% | Reduced |
| Allstate Corp | 7,418 | $611.0K | 0.03% | −1,258−14.5% | Reduced |
| 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 |
| IndexIQ Advisors LLC | 7,239 | $596.0K | 0.02% | +355+5.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 7,165 | $590.0K | 0.44% | +200+2.9% | Added |
| Exane Derivatives | 7,127 | $587.2K | 0.15% | −5,659−44.3% | Reduced |
| Virtu Financial LLC | 7,059 | $582.0K | 0.05% | +7,059 | New |
| TD Private Client Wealth LLC | 7,061 | $581.9K | 0.02% | −528−7.0% | Reduced |
| Hartline Investment Corp | 6,952 | $573.0K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,943 | $572.0K | 0.00% | +6,943 | New |
| 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 |
| Lincoln National Corp | 6,773 | $558.0K | 0.01% | −301−4.3% | Reduced |
| Gotham Asset Management, LLC | 6,651 | $548.0K | 0.02% | −3,452−34.2% | Reduced |
| Spotlight Asset Group, Inc. | 6,570 | $541.0K | 0.27% | −28−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 6,526 | $538.0K | 0.02% | +1,301+24.9% | Added |
| Values First Advisors, Inc. | 6,438 | $530.0K | 0.34% | +262+4.2% | Added |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $514.0K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 6,181 | $509.0K | 0.02% | +1,300+26.6% | Added |
| Texas Yale Capital Corp. | 6,138 | $506.0K | 0.03% | +5+0.1% | Added |
| Wendell David Associates Inc | 6,100 | $503.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 6,078 | $501.0K | 0.03% | +242+4.1% | Added |
| AE Wealth Management LLC | 6,008 | $495.0K | 0.00% | −173−2.8% | Reduced |
| 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 |
| Jones Financial Companies LLLP | 5,954 | $491.0K | 0.00% | +600+11.2% | Added |
| Park Avenue Securities LLC | 5,934 | $489.0K | 0.01% | +275+4.9% | Added |
| Level Four Advisory Services, LLC | 5,889 | $485.0K | 0.05% | +846+16.8% | Added |
| Gsa Capital Partners LLP | 5,846 | $482.0K | 0.05% | +5,846 | New |
| Alpha Paradigm Partners, LLC | 5,805 | $478.0K | 0.19% | +1,446+33.2% | Added |
| Ameritas Investment Partners, Inc. | 5,776 | $476.0K | 0.02% | −300−4.9% | Reduced |
| First Midwest Bank Trust Division | 5,761 | $475.0K | 0.07% | +735+14.6% | Added |
| Fox Run Management, L.L.C. | 5,714 | $471.0K | 0.30% | +5,714 | New |
| Investment Advisory Services Inc | 5,707 | $470.0K | 0.29% | −147−2.5% | Reduced |
| Corient Capital Partners, LLC | 5,598 | $461.0K | 0.03% | +369+7.1% | Added |
| HighPoint Advisor Group LLC | 5,582 | $460.0K | 0.05% | −206−3.6% | Reduced |
| IFP Advisors, Inc | 5,352 | $444.0K | 0.01% | −388−6.8% | Reduced |
| Abbrea Capital, LLC | 5,351 | $441.0K | 0.07% | +145+2.8% | Added |
| 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 |
| Orion Capital Management LLC | 5,290 | $436.0K | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,277 | $435.0K | 0.01% | +5,277 | New |
| Visionary Wealth Advisors | 5,235 | $431.0K | 0.04% | −965−15.6% | Reduced |
| TrinityPoint Wealth, LLC | 5,169 | $426.0K | 0.08% | +2,111+69.0% | Added |
| Bessemer Group Inc | 5,029 | $415.0K | 0.00% | +3,217+177.5% | Added |
| Pettyjohn, Wood & White, Inc | 5,027 | $414.0K | 0.09% | −235−4.5% | 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 |
| Marcum Wealth, LLC | 4,986 | $411.0K | 0.06% | −110−2.2% | Reduced |
| Tower Bridge Advisors | 4,850 | $399.6K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,739 | $391.0K | 0.01% | +2,267+91.7% | Added |
| Greenleaf Trust | 4,669 | $385.0K | 0.00% | +283+6.5% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $384.0K | 0.07% | +4,658 | New |
| CenterStar Asset Management, LLC | – | $383.0K | 0.30% | – | – |
| EP Wealth Advisors, LLC | 4,631 | $382.0K | 0.01% | −1,781−27.8% | Reduced |
| Wetherby Asset Management Inc | 4,597 | $379.0K | 0.02% | +209+4.8% | Added |
| 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 |
| LCNB Corp | 4,560 | $376.0K | 0.19% | −175−3.7% | Reduced |
| Prospera Financial Services Inc | 4,514 | $372.0K | 0.02% | +26+0.6% | 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 |
| 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 |
| Checchi Capital Advisers, LLC | 4,484 | $369.0K | 0.05% | +113+2.6% | Added |
| 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 |
| 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 |
| Joel Isaacson & Co., LLC | 4,397 | $362.0K | 0.03% | +4,397 | New |
| Siemens Fonds Invest GmbH | 4,362 | $359.0K | 0.02% | +4,362 | New |
| Glenmede Trust Co NA | 4,329 | $356.0K | 0.00% | +77+1.8% | Added |
| 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 |
| Veriti Management LLC | 4,270 | $352.0K | 0.05% | −3,548−45.4% | Reduced |
| Toroso Investments, LLC | 4,252 | $351.0K | 0.01% | +840+24.6% | Added |
| 9258 Wealth Management, LLC | 4,247 | $350.0K | 0.09% | +34+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,190 | $345.0K | 0.01% | −96−2.2% | Reduced |
| Assetmark, Inc | 4,157 | $343.0K | 0.00% | +314+8.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $341.0K | 0.19% | 00.0% | Unchanged |
| First American Trust, FSB | 4,124 | $340.0K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,081 | $336.0K | 0.01% | +403+11.0% | Added |
| Cutter & CO Brokerage, Inc. | 4,041 | $333.0K | 0.08% | +11+0.3% | Added |
| Accurate Wealth Management, LLC | 4,023 | $332.0K | 0.29% | +255+6.8% | Added |
| Southland Equity Partners LLC | 3,967 | $326.9K | 0.15% | +125+3.3% | Added |
| Kinneret Advisory, LLC | 3,955 | $326.0K | 0.04% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 3,950 | $325.0K | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 3,875 | $319.0K | 0.03% | 00.0% | Unchanged |