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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
tru Independence LLC0$00.00%−505−100.0%Sold out
FFT Wealth Management LLC0$00.00%−430−100.0%Sold out
Perkins Coie Trust Co0$00.00%−300−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−250−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−250−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−194−100.0%Sold out
Trust Co of Vermont0$00.00%−100−100.0%Sold out
Capital Directions Investment Advisors, LLC0$00.00%−90−100.0%Sold out
Savior LLC0$00.00%−72−100.0%Sold out
Sageworth Trust Co0$00.00%−60−100.0%Sold out
First Manhattan Co0$00.00%−53−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−44−100.0%Sold out
Concord Wealth Partners0$00.00%−38−100.0%Sold out
KB Financial Partners, LLC0$00.00%−40−100.0%Sold out
Standard Family Office LLC0$00.00%−25−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−7−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
QS Investors, LLC––––Not filed
M Holdings Securities, Inc.––––Not filed
Pratt Collard Advisory Partners LLC––––Not filed
GoalVest Advisory LLC––––Not filed
ARS Wealth Advisors, LLC––––Not filed
Wexford Capital LP––––Not filed
CWM, LLC––––Not filed
Castleview Partners, LLC––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
Hoover Financial Advisors, Inc.––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed
First Horizon Corp––––Not filed