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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 191 | $15.0K | 0.00% | +99+107.6% | Added |
| BDO Wealth Advisors, LLC | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $14.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 155 | $13.0K | 0.01% | +1+0.6% | Added |
| Ade, LLC | 153 | $13.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 125 | $10.0K | 0.00% | −325−72.2% | Reduced |
| Wolff Wiese Magana LLC | 123 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 118 | $10.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Sandy Spring Bank | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 112 | $9.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 113 | $9.00K | 0.00% | +37+48.7% | Added |
| Tucker Asset Management LLC | 106 | $8.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Exchange Traded Concepts, LLC | 90 | $7.00K | 0.00% | −7−7.2% | Reduced |
| Front Row Advisors LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 80 | $7.00K | 0.00% | +5+6.7% | Added |
| Reilly Financial Advisors, LLC | 84 | $7.00K | 0.00% | +74+740.0% | Added |
| Raffa Wealth Management, LLC | 73 | $6.01K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $6.00K | 0.00% | −104−60.1% | Reduced |
| Prestige Wealth Management Group LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $5.00K | 0.00% | +55 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $4.12K | 0.00% | −10−16.7% | Reduced |
| Bartlett & Co. LLC | 50 | $4.00K | 0.00% | −10−16.7% | Reduced |
| Howe & Rusling Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 51 | $4.00K | 0.00% | +51 | New |
| Lee Financial Co | 43 | $4.00K | 0.00% | +43 | New |
| Clear Perspectives Financial Planning, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Dark Forest Capital Management LP | 46 | $4.00K | 0.00% | +46 | New |
| Eagle Bay Advisors LLC | 33 | $3.00K | 0.00% | −137−80.6% | Reduced |
| Sonora Investment Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $3.00K | 0.00% | +1+2.6% | Added |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Horizon Financial Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17 | $1.00K | 0.00% | +17 | New |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 6 | $503 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | +4 | New |
| Consolidated Planning Corp | 6 | $0 | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −336,630−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −290,000−100.0% | Sold out |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −104,500−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| RVB Capital Management LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,266−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −14,782−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,458−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −11,523−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −11,406−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |
| Te Ahumairangi Investment Management Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −8,056−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,992−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Essex Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |