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Livermore
Livermore
ZHEN

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
Cahill Financial Advisors Inc1,693$140.0K0.03%+1,693New
Glassman Wealth Services1,650$136.0K0.03%+52+3.3%Added
Harvest Fund Management Co., Ltd1,645$135.0K0.03%+355+27.5%Added
Washington Trust Co1,590$131.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1,576$130.0K0.02%00.0%Unchanged
Capital Analysts, LLC1,557$128.0K0.01%+273+21.3%Added
Covington Capital Management1,500$124.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,500$124.0K0.03%00.0%Unchanged
PSI Advisors, LLC1,492$123.0K0.06%+1,492New
Evermay Wealth Management LLC1,460$120.0K0.02%00.0%Unchanged
Tobam1,426$118.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,427$118.0K0.01%+177+14.2%Added
Optimum Investment Advisors1,400$115.0K0.05%−430−23.5%Reduced
Jacobi Capital Management LLC1,395$115.0K0.01%+61+4.6%Added
Arcadia Investment Management Corp1,301$107.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC1,273$105.0K0.01%−51−3.9%Reduced
Key Financial Inc1,231$102.0K0.06%00.0%Unchanged
Private Capital Group, LLC1,217$100.0K0.02%+93+8.3%Added
Evoke Wealth, LLC1,196$98.0K0.00%00.0%Unchanged
MV Capital Management, Inc.1,176$97.0K0.02%+43+3.8%Added
Bedel Financial Consulting, Inc.1,155$95.0K0.03%00.0%Unchanged
Emfo, LLC1,150$95.0K0.08%00.0%Unchanged
Glen Eagle Advisors, LLC1,053$86.7K0.03%+1+0.1%Added
Global Retirement Partners, LLC1,033$85.0K0.01%−320−23.7%Reduced
Semmax Financial Advisors Inc.997$82.0K0.03%−5,809−85.4%Reduced
Sargent Bickham Lagudis LLC1,000$82.0K0.01%00.0%Unchanged
Mercer Capital Advisers, Inc.1,000$82.0K0.04%00.0%Unchanged
CoreFirst Bank & Trust1,000$82.0K0.06%00.0%Unchanged
Cordasco Financial Network973$80.0K0.05%00.0%Unchanged
Accel Wealth Management931$77.0K0.05%−700−42.9%Reduced
Private Ocean, LLC910$75.0K0.01%00.0%Unchanged
CX Institutional905$75.0K0.01%+91+11.2%Added
HHM Wealth Advisors, LLC900$74.0K0.02%00.0%Unchanged
Smithfield Trust Co900$73.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc890$73.0K0.01%+4+0.5%Added
TCTC Holdings, LLC850$70.0K0.00%00.0%Unchanged
Trust Co850$70.0K0.02%00.0%Unchanged
Old Second National Bank of Aurora808$66.0K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC773$64.0K0.01%−54−6.5%Reduced
Barrett Asset Management, LLC750$62.0K0.00%00.0%Unchanged
Webster Bank, N. A.740$61.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC700$58.0K0.02%00.0%Unchanged
Creative Financial Designs Inc699$58.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.699$57.0K0.01%+4+0.6%Added
Antonetti Capital Management LLC695$57.0K0.05%+695New
Massmutual Trust Co FSB677$56.0K0.00%−598−46.9%Reduced
Fieldpoint Private Securities, LLC685$56.0K0.01%−7−1.0%Reduced
CVA Family Office, LLC982$54.0K0.04%+134+15.8%Added
Graves-Light Private Wealth Management, Inc.657$54.0K0.01%00.0%Unchanged
Wealth Quarterback LLC645$54.0K0.04%+4+0.6%Added
Allworth Financial LP657$54.0K0.00%+157+31.4%Added
Albion Financial Group637$52.0K0.00%00.0%Unchanged
Gradient Investments LLC614$51.0K0.00%00.0%Unchanged
Caldwell Trust Co610$50.3K0.01%−600−49.6%Reduced
Focused Wealth Management, Inc584$48.0K0.01%+1+0.2%Added
Tarbox Family Office, Inc.562$46.0K0.01%+48+9.3%Added
Lindbrook Capital, LLC563$46.0K0.01%+44+8.5%Added
Better Money Decisions, LLC504$42.0K0.03%+2+0.4%Added
Valley National Advisers Inc500$41.0K0.01%00.0%Unchanged
North Star Investment Management Corp.500$41.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC500$41.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC500$41.0K0.02%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4,699$39.0K0.01%+4,110+697.8%Added
Brown Brothers Harriman & Co463$38.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.450$37.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC439$36.2K0.01%00.0%Unchanged
Trustcore Financial Services, LLC442$36.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.440$36.0K0.02%+300+214.3%Added
Rosenberg Matthew Hamilton402$33.0K0.01%+144+55.8%Added
Ellis Investment Partners, LLC394$32.0K0.01%+3+0.8%Added
Sutton Wealth Advisors Inc.377$31.1K0.01%+2+0.5%Added
First Bank & Trust351$29.0K0.01%−88−20.0%Reduced
Asset Dedication, LLC344$29.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.348$29.0K0.00%+3+0.9%Added
Silvant Capital Management LLC348$29.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC338$28.0K0.00%+1+0.3%Added
Piscataqua Savings Bank338$28.0K0.02%00.0%Unchanged
Heritage Wealth Advisors330$27.2K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$27.2K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC333$27.0K0.01%+3+0.9%Added
MUFG Americas Holdings Corp324$27.0K0.00%+324New
JNBA Financial Advisors312$26.0K0.00%00.0%Unchanged
Larson Financial Group LLC300$25.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC300$25.0K0.04%+300New
Anchor Investment Management, LLC300$24.7K0.00%00.0%Unchanged
Aspire Private Capital, LLC283$23.0K0.01%––
Earnest Partners LLC250$21.0K0.00%00.0%Unchanged
Investors Research Corp251$21.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC255$21.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc255$21.0K0.01%+255New
NVWM, LLC245$20.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC236$19.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC236$19.0K0.01%+2+0.9%Added
Mark Sheptoff Financial Planning, LLC230$19.0K0.01%00.0%Unchanged
Neo Ivy Capital Management355$18.0K0.02%+355New
Financial Perspectives, Inc216$17.8K0.01%00.0%Unchanged
HM Payson & Co205$17.0K0.00%+5+2.5%Added
Community Bank, N.A.200$16.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$16.0K0.01%00.0%Unchanged
Corsicana & Co.200$16.0K0.01%00.0%Unchanged