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Livermore
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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.

Institutional holdersQ3 2021: 763 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ3 2021: $33.6B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2021.

Institutions holding WELL in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ossiam3,867$319.0K0.01%+3,867New
Kingsview Wealth Management, LLC3,836$316.0K0.01%+240+6.7%Added
SG Americas Securities, LLC3,818$315.0K0.00%+1,337+53.9%Added
Sawtooth Solutions, LLC3,784$312.0K0.05%+396+11.7%Added
Ellevest, Inc.3,779$311.0K0.03%+673+21.7%Added
Conning Inc.3,761$310.0K0.01%−1,050−21.8%Reduced
Stelac Advisory Services LLC3,747$309.0K0.08%−4,777−56.0%Reduced
Beech Hill Advisors, Inc.3,750$309.0K0.13%00.0%Unchanged
Moors & Cabot, Inc.3,760$308.0K0.02%−700−15.7%Reduced
Harbour Investments, Inc.3,739$308.0K0.01%+73+2.0%Added
Lazard Asset Management LLC3,739$307.0K0.00%+2,577+221.8%Added
Whittier Trust Co of Nevada Inc3,716$306.0K0.01%−156−4.0%Reduced
Gerber Kawasaki Wealth & Investment Management3,700$304.0K0.04%00.0%Unchanged
Whalerock Point Partners, LLC3,680$303.0K0.12%00.0%Unchanged
Davenport & Co LLC3,672$303.0K0.00%+3,672New
Koshinski Asset Management, Inc.3,663$301.9K0.03%+906+32.9%Added
Parkside Financial Bank & Trust3,642$300.0K0.09%−688−15.9%Reduced
Dearborn Partners LLC3,639$300.0K0.01%−95−2.5%Reduced
Flputnam Investment Management Co3,596$296.0K0.01%+170+5.0%Added
Clarius Group, LLC3,548$292.0K0.03%+144+4.2%Added
SFMG, LLC3,529$291.0K0.03%+320+10.0%Added
Bluestein R H & Co3,500$288.0K0.01%00.0%Unchanged
Somerville Kurt F3,500$288.0K0.04%00.0%Unchanged
Mosaic Family Wealth, LLC3,500$288.0K0.08%00.0%Unchanged
Robertson Stephens Wealth Management, LLC3,413$281.0K0.03%−634−15.7%Reduced
Glenview Trust Co3,324$274.0K0.01%+317+10.5%Added
Regentatlantic Capital LLC3,295$272.0K0.01%+562+20.6%Added
Blueprint Investment Partners LLC3,306$272.0K0.14%+3,306New
DRW Securities, LLC3,281$270.0K0.08%+3,281New
American Portfolios Advisors3,244$267.3K0.01%−119−3.5%Reduced
Sentry Investment Management LLC3,240$267.0K0.08%+3,219+15,328.6%Added
Archford Capital Strategies, LLC3,203$264.0K0.06%−304−8.7%Reduced
FourThought Financial, LLC3,202$263.0K0.04%−2,098−39.6%Reduced
Valeo Financial Advisors, LLC3,180$262.0K0.02%−570−15.2%Reduced
Legacy Wealth Asset Management, LLC3,084$254.0K0.12%−38−1.2%Reduced
Proficio Capital Partners LLC3,075$253.0K0.03%−446−12.7%Reduced
Weil Company, Inc.3,056$252.0K0.13%+22+0.7%Added
Atlantic Trust, LLC3,040$251.0K0.16%00.0%Unchanged
Prudent Man Advisors, LLC3,040$250.0K0.09%+3,040New
First Affirmative Financial Network3,019$249.0K0.26%+3,019New
Stonnington Group, LLC3,000$248.0K0.06%00.0%Unchanged
Shelton Capital Management2,992$247.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC3,000$247.0K0.05%00.0%Unchanged
Hilltop Holdings Inc.3,004$247.0K0.03%+46+1.6%Added
Financial Advocates Investment Management2,997$247.0K0.02%+271+9.9%Added
National Asset Management, Inc.2,949$244.0K0.01%+29+1.0%Added
Keystone Financial Group2,966$244.0K0.04%+158+5.6%Added
Walleye Trading LLC2,939$242.0K0.01%+2,939New
Van Hulzen Asset Management, LLC2,900$239.0K0.04%00.0%Unchanged
SeaCrest Wealth Management, LLC2,897$239.0K0.03%+2+0.1%Added
Capula Management Ltd2,900$239.0K0.02%+2,900New
Quadrant Capital Group LLC2,870$236.0K0.03%+562+24.4%Added
Advisory Services Network, LLC2,851$235.0K0.01%−2,110−42.5%Reduced
Horizon Investments, LLC2,868$235.0K0.01%+115+4.2%Added
Great Valley Advisor Group, Inc.2,823$232.0K0.02%−257−8.3%Reduced
Vectors Research Management, LLC2,805$231.0K0.05%+403+16.8%Added
HNP Capital LLC2,805$231.0K0.06%+2,805New
Rehmann Capital Advisory Group2,592$231.0K0.02%+41+1.6%Added
Sound View Wealth Advisors Group, LLC2,782$229.0K0.05%00.0%Unchanged
Centiva Capital, LP2,753$227.0K0.02%+2,753New
Moloney Securities Asset Management, LLC2,692$222.0K0.04%−32−1.2%Reduced
NEXT Financial Group, Inc2,675$221.0K0.02%+537+25.1%Added
Regal Investment Advisors LLC2,623$216.0K0.02%−909−25.7%Reduced
Hoylecohen, LLC2,625$216.0K0.02%00.0%Unchanged
Orion Portfolio Solutions, LLC2,624$216.0K0.01%+194+8.0%Added
Stevens Capital Management LP2,598$214.0K0.09%+2,598New
Boothbay Fund Management, LLC2,592$214.0K0.01%+2,592New
Ashton Thomas Private Wealth, LLC2,589$213.3K0.03%+2,589New
Signaturefd, LLC2,557$211.0K0.01%−248−8.8%Reduced
Wharton Business Group, LLC2,555$211.0K0.02%+2,555New
Moseley Investment Management Inc2,509$210.0K0.11%−161−6.0%Reduced
Bollard Group LLC2,542$209.0K0.01%+11+0.4%Added
Covenant Multifamily Offices, LLC2,546$208.0K0.04%00.0%Unchanged
CFM Wealth Partners LLC2,525$208.0K0.05%+2,525New
Carroll Financial Associates, Inc.2,505$206.0K0.01%−70−2.7%Reduced
V Wealth Advisors LLC2,501$206.0K0.03%−46−1.8%Reduced
AlphaCentric Advisors LLC2,500$206.0K0.05%+2,500New
Walter & Keenan Financial Consulting Co2,484$205.0K0.07%+2,484New
J.W. Cole Advisors, Inc.2,480$204.0K0.01%00.0%Unchanged
First National Bank of Mount Dora, Trust Investment Services2,455$202.0K0.07%00.0%Unchanged
MTM Investment Management, LLC2,450$202.0K0.11%00.0%Unchanged
Blue Fin Capital, Inc.2,445$201.0K0.06%00.0%Unchanged
BBVA USA2,443$201.0K0.01%+145+6.3%Added
CAPROCK Group, Inc.2,424$200.0K0.02%+2,424New
Hudock, Inc.2,358$194.0K0.06%+6+0.3%Added
Deseret Mutual Benefit Administrators2,331$192.0K0.04%−713−23.4%Reduced
Eaton Vance Management8,239$187.0K0.00%−1,271−13.4%Reduced
Charter Oak Capital Management, LLC2,228$184.0K0.02%00.0%Unchanged
Pflug Koory, LLC2,215$183.0K0.10%00.0%Unchanged
Meeder Asset Management Inc2,225$183.0K0.01%+121+5.8%Added
Bogart Wealth, LLC2,188$180.0K0.02%−225−9.3%Reduced
Sterling Investment Advisors, Ltd.2,175$179.0K0.05%−500−18.7%Reduced
Parallel Advisors, LLC2,039$168.0K0.01%+410+25.2%Added
Federated Hermes, Inc.2,020$166.0K0.00%−2,158−51.7%Reduced
Berman Capital Advisors, LLC1,937$159.0K0.03%+681+54.2%Added
NuWave Investment Management, LLC1,919$158.0K0.18%+1,919New
Federation des caisses Desjardins du Quebec1,890$155.7K0.00%00.0%Unchanged
Liberty Wealth Management LLC1,854$153.0K0.05%+34+1.9%Added
First Horizon Advisors, Inc.1,821$150.0K0.00%+497+37.5%Added
Motco1,808$149.0K0.01%00.0%Unchanged