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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.

Q4 2021 vs. Q3 2021

How the institutions holding Welltower Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WELL: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders76315807+59
Shares408.0M141.4K426.3M+18.5M (+4.5%)
Value$33.6B$11.6M$36.5B+$2.92B (+8.7%)

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Welltower Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 118 by value.

Institutions new to WELL in Q4 2021
InstitutionSharesValue% of portfolio
Capitolis Advisors LLC815,720$70.0M0.42%
Tobias Financial Advisors, Inc.520,205$44.6M3.51%
Walleye Capital LLC229,792$19.7M0.65%
LGT Group Foundation166,529$14.3M0.37%
Resolute Capital Asset Partners LLC144,785$12.4M8.11%
Employees Retirement System of Texas143,030$12.3M0.14%
Allspring Global Investments Holdings, LLC133,185$11.4M0.01%
Jefferies Group LLC96,698$8.29M0.15%
Yousif Capital Management, LLC88,017$7.55M0.08%
Pinnacle Associates Ltd79,417$6.81M0.12%
Vert Asset Management LLC72,001$6.18M5.08%
Ascent Group, LLC55,821$4.88M0.62%
Lockheed Martin Investment Management Co50,113$4.30M0.23%
B. Metzler seel. Sohn & Co. AG34,187$2.94M0.04%
GSI Capital Advisors LLC28,264$2.42M1.06%
Twinbeech Capital LP26,040$2.23M0.13%
Pinnacle Wealth Management Advisory Group, LLC25,452$2.18M0.36%
HGI Capital Management, LLC22,049$1.89M0.76%
Mirabella Financial Services LLP18,000$1.54M0.16%
O'Rourke & Company, Inc15,003$1.29M0.86%
Advance Capital Management, Inc.13,588$1.17M0.24%
Engineers Gate Manager LP13,118$1.13M0.05%
Atria Investments LLC11,792$1.01M0.02%
Old North State Wealth Management, LLC10,424$894.8K0.90%
Prudential PLC10,379$890.0K0.01%
Richwood Investment Advisors, LLC9,943$853.0K0.75%
Naviter Wealth, LLC9,536$818.0K0.24%
Abeille Asset Management SA7,619$653.0K0.15%
Stiles Financial Services Inc7,516$645.0K0.31%
Hendershot Investments Inc.7,202$618.0K0.09%
Tudor Investment Corp Et Al7,117$610.0K0.01%
Retirement Planning Co of New England, Inc.6,764$580.0K0.28%
Greenup Street Wealth Management LLC6,570$564.0K0.34%
Bluefin Capital Management, LLC6,300$540.0K0.04%
Sara-Bay Financial6,271$538.0K0.16%
Vahanian & Associates Financial Planning Inc.6,081$522.0K0.42%
HighTower Trust Services, LTA5,788$496.0K0.05%
Caxton Associates LP5,503$472.0K0.06%
Mission Financial Group, LLC2,424$450.0K0.42%
Benchmark Investment Advisors LLC5,060$434.0K0.36%
Johnson Investment Counsel Inc4,317$370.0K0.00%
Cypress Capital Group4,250$365.0K0.05%
Sequoia Financial Advisors, LLC3,881$333.0K0.01%
Simplex Trading, LLC3,846$329.0K0.01%
Metis Global Partners, LLC3,690$317.0K0.09%
Eudaimonia Advisors LLC3,694$317.0K0.19%
CWM, LLC3,684$316.0K0.00%
Nauset Wealth Management. LLC3,669$315.0K0.30%
Desjardins Global Asset Management Inc.3,659$313.0K0.03%
Bowman & Co S.C.3,615$311.0K0.24%
Versor Investments LP3,400$292.0K0.01%
Hutchens & Kramer Investment Management Group, LLC3,021$280.0K0.18%
Coldstream Capital Management Inc3,248$279.0K0.01%
Wexford Capital LP3,000$257.0K0.03%
Engine No. 1 LLC2,980$256.0K0.05%
Mirova2,983$255.0K0.03%
Fortitude Advisory Group L.L.C.2,970$254.0K0.13%
Commons Capital, LLC2,885$247.0K0.24%
Twelve Points Wealth Management LLC2,855$245.0K0.20%
Chicago Trust Co NA2,850$244.0K0.05%
Barnes Pettey Financial Advisors, LLC2,802$240.0K0.28%
Dorsey & Whitney Trust CO LLC2,627$225.0K0.02%
Cerity Partners LLC2,618$225.0K0.00%
CoreCap Advisors, LLC2,579$221.0K0.01%
Advisor Resource Council2,548$218.0K0.02%
Nations Financial Group Inc,2,466$212.0K0.03%
FineMark National Bank & Trust2,472$212.0K0.01%
Horizon Wealth Management, LLC2,461$211.0K0.06%
Clifford Swan Investment Counsel LLC2,429$208.0K0.01%
Kavar Capital Partners Group, LLC2,370$203.0K0.04%
Jackson Square Capital, LLC2,330$200.0K0.06%
National Bank of Canada1,564$134.0K0.00%
TD Waterhouse Canada Inc.1,517$133.7K0.00%
Mystic Asset Management, Inc.1,340$114.0K0.05%
SJS Investment Consulting Inc.1,173$101.0K0.03%
Tilia Fiduciary Partners, Inc.591$51.0K0.04%
Capstone Investment Advisors, LLC580$50.0K0.00%
Widmann Financial Services, Inc.546$46.0K0.04%
Washington Trust Advisors, Inc.500$43.0K0.00%
Raleigh Capital Management Inc.493$42.0K0.04%
FSB Premier Wealth Management, Inc.425$36.0K0.02%
Zullo Investment Group, Inc.348$30.0K0.02%
Castle Financial & Retirement Planning Associates, Inc.300$24.0K0.08%
Salem Investment Counselors Inc231$20.0K0.00%
Cambridge Trust Co235$20.0K0.00%
Equitec Proprietary Markets, LLC236$20.0K0.01%
TD Ameritrade Investment Management, LLC216$19.0K0.00%
Surevest, LLC208$18.0K0.00%
JFS Wealth Advisors, LLC172$15.0K0.00%
Citizens National Bank Trust Department162$14.0K0.01%
Monolith Advisors158$14.0K0.01%
William Allan, LLC169$14.0K0.01%
Centerpoint Advisors, LLC148$13.0K0.01%
Covestor Ltd151$13.0K0.02%
Paloma Partners Management Co144$12.0K0.00%
EverSource Wealth Advisors, LLC144$12.0K0.00%
Level Financial Advisors, Inc.130$11.0K0.01%
City State Bank132$11.0K0.01%
Core Alternative Capital111$10.0K0.00%
Trust Co of Vermont100$9.00K0.00%

Sold out (59)

Institutions that held Welltower Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WELL in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
HealthCor Management, L.P.617,480$50.9M
LMR Partners LLP367,235$30.3M
CIBC World Markets Corp268,984$22.2M
Alberta Investment Management Corp200,000$16.5M
Eii Capital Management, Inc.75,300$6.21M
Achmea Investment Management B.V.52,351$4.31M
Walled Lake Planning & Wealth Management, LLC52,216$4.30M
HGK Asset Management Inc48,274$3.98M
Cubist Systematic Strategies, LLC45,705$3.77M
Illinois Municipal Retirement Fund40,911$3.37M
Point72 Hong Kong Ltd25,200$2.08M
Echo Street Capital Management LLC24,524$2.02M
Kestra Advisory Services, LLC22,536$1.86M
Parallax Volatility Advisers, L.P.14,769$1.22M
Spouting Rock Asset Management, LLC14,567$1.20M
Bamco Inc12,064$994.0K
Sustainable Insight Capital Management, LLC10,899$898.0K
Nomura Holdings Inc10,616$889.0K
Qube Research & Technologies Ltd8,493$700.0K
Exane Derivatives7,127$587.2K
Gsa Capital Partners LLP5,846$482.0K
Fox Run Management, L.L.C.5,714$471.0K
Jump Financial, LLC5,000$412.0K
CenterStar Asset Management, LLC–$383.0K
Ossiam3,867$319.0K
Stelac Advisory Services LLC3,747$309.0K
Robertson Stephens Wealth Management, LLC3,413$281.0K
DRW Securities, LLC3,281$270.0K
Walleye Trading LLC2,939$242.0K
Capula Management Ltd2,900$239.0K
Centiva Capital, LP2,753$227.0K
Hoylecohen, LLC2,625$216.0K
Stevens Capital Management LP2,598$214.0K
CAPROCK Group, Inc.2,424$200.0K
Meeder Asset Management Inc2,225$183.0K
Liberty Wealth Management LLC1,854$153.0K
Cahill Financial Advisors Inc1,693$140.0K
Covington Capital Management1,500$124.0K
Jacobi Capital Management LLC1,395$115.0K
Global Retirement Partners, LLC1,033$85.0K
CX Institutional905$75.0K
Better Money Decisions, LLC504$42.0K
Trustcore Financial Services, LLC442$36.0K
Plante Moran Financial Advisors, LLC236$19.0K
Neo Ivy Capital Management355$18.0K
Ade, LLC153$13.0K
Providence Capital Advisors, LLC150$12.0K
Meridian Wealth Partners, LLC125$10.0K
Kowal Investment Group, LLC100$8.00K
Pacitti Group Inc.89$7.00K
Resolute Partners Group80$7.00K
Bartlett & Co. Wealth Management LLC50$4.12K
Bartlett & Co. LLC50$4.00K
Evolution Wealth Advisors, LLC50$4.00K
Ironwood Financial, llc33$3.00K
Eagle Bay Advisors LLC33$3.00K
MCF Advisors LLC14$1.00K
Capital Advisory Group Advisory Services, LLC16$1.00K
Consolidated Planning Corp6$0

Not filed for Q4 2021 yet (15)

Institutions that held Welltower Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG49,110$4.05M
Fma Advisory Inc33,329$2.75M
Eudaimonia Partners, LLC14,336$1.18M
World Asset Management Inc14,026$1.16M
Weather Gauge Advisory, LLC9,366$772.0K
Spotlight Asset Group, Inc.6,570$541.0K
HighPoint Advisor Group LLC5,582$460.0K
Covenant Multifamily Offices, LLC2,546$208.0K
BBVA USA2,443$201.0K
Berman Capital Advisors, LLC1,937$159.0K
Mercer Capital Advisers, Inc.1,000$82.0K
Wealth Quarterback LLC645$54.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$27.2K
Heritage Wealth Management, LLC120$10.0K
Sonora Investment Management, LLC38$3.00K