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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, Q4 2021

Institutional positions in Welltower Inc. as of Dec 31, 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
807
+59 vs. Q3 2021
Shares held
426.3M
+18.5M (+4.5%) vs. Q3 2021
Total value
$36.5B
+$2.92B (+8.7%) vs. Q3 2021
New holders
118
296 more added
Sold out
59
259 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 807 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 heldQ4 2021: $36.5B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2021.

Institutions holding WELL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.4$00.00%00.0%Unchanged
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Avion Wealth3$00.00%00.0%Unchanged
Cutler Group LP2$00.00%+2New
Curi Capital3$00.00%+3New
Global Financial Private Client, LLC6$5150.00%00.0%Unchanged
Lenox Wealth Advisors, LLC13$1.00K0.00%−67−83.8%Reduced
Riggs Asset Managment Co. Inc.17$1.00K0.00%00.0%Unchanged
TFC Financial Management9$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC6$1.00K0.00%+6New
Concord Wealth Partners8$1.00K0.00%+8New
Addison Advisors LLC15$1.00K0.00%+15New
Cassady Schiller Wealth Management, LLC14$1.00K0.00%+14New
Bivin & Associates, Inc.10$1.00K0.00%+10New
Arlington Partners LLC21$2.00K0.00%+21New
Horizon Financial Services, LLC25$2.14K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC40$3.00K0.00%00.0%Unchanged
Tfo-TDC, LLC40$3.00K0.00%+8+25.0%Added
Pacifica Partners Inc.39$3.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC37$3.00K0.00%+37New
KB Financial Partners, LLC40$3.00K0.00%+40New
Institutional & Family Asset Management, LLC47$4.00K0.00%−22−31.9%Reduced
Howe & Rusling Inc50$4.00K0.00%00.0%Unchanged
Ci Investments Inc.51$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.43$4.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC50$4.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC42$4.00K0.00%00.0%Unchanged
Stephens Consulting, LLC51$4.37K0.00%+51New
Country Trust Bank55$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC63$5.00K0.00%00.0%Unchanged
Arrow Financial Corp59$5.00K0.00%+59New
Sierra Capital LLC55$5.00K0.00%+55New
Dark Forest Capital Management LP68$6.00K0.00%+22+47.8%Added
Amplius Wealth Advisors, LLC78$6.00K0.00%+78New
Quent Capital, LLC70$6.00K0.00%+70New
Raffa Wealth Management, LLC73$6.26K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC84$7.00K0.00%00.0%Unchanged
Front Row Advisors LLC87$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC78$7.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC87$7.00K0.00%+87New
Montag A & Associates Inc92$8.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC99$8.00K0.00%+99New
West Paces Advisors Inc.100$8.58K0.00%00.0%Unchanged
Delta Asset Management LLC100$9.00K0.00%00.0%Unchanged
Trust Co of Vermont100$9.00K0.00%+100New
RE Dickinson Investment Advisors, LLC100$9.00K0.01%+100New
Tucker Asset Management LLC106$9.11K0.00%00.0%Unchanged
Professional Financial Advisors, LLC112$10.0K0.00%00.0%Unchanged
Core Alternative Capital111$10.0K0.00%+111New
M&R Capital Management Inc135$11.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$11.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC125$11.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC123$11.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.130$11.0K0.00%+17+15.0%Added
Level Financial Advisors, Inc.130$11.0K0.01%+130New
City State Bank132$11.0K0.01%+132New
Logan Capital Management Inc135$12.0K0.00%00.0%Unchanged
Lee Financial Co136$12.0K0.00%+93+216.3%Added
Paloma Partners Management Co144$12.0K0.00%+144New
EverSource Wealth Advisors, LLC144$12.0K0.00%+144New
IMA Wealth, Inc.155$13.0K0.00%00.0%Unchanged
Lake Point Wealth Management152$13.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC156$13.0K0.01%+1+0.6%Added
Centerpoint Advisors, LLC148$13.0K0.01%+148New
Covestor Ltd151$13.0K0.02%+151New
BDO Wealth Advisors, LLC166$14.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department162$14.0K0.01%+162New
Monolith Advisors158$14.0K0.01%+158New
William Allan, LLC169$14.0K0.01%+169New
Sittner & Nelson, LLC171$15.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC172$15.0K0.00%+172New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC192$16.0K0.00%+1+0.5%Added
McIlrath & Eck, LLC184$16.0K0.00%00.0%Unchanged
Asset Dedication, LLC198$17.0K0.00%−146−42.4%Reduced
GPS Wealth Strategies Group, LLC195$17.0K0.00%−60−23.5%Reduced
HM Payson & Co200$17.0K0.00%−5−2.4%Reduced
Community Bank, N.A.200$17.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$17.0K0.01%00.0%Unchanged
Corsicana & Co.200$17.0K0.01%00.0%Unchanged
Surevest, LLC208$18.0K0.00%+208New
Financial Perspectives, Inc216$18.5K0.01%00.0%Unchanged
Sandy Spring Bank220$19.0K0.00%+110+100.0%Added
TD Ameritrade Investment Management, LLC216$19.0K0.00%+216New
Winch Advisory Services, LLC238$20.0K0.01%+2+0.8%Added
Mark Sheptoff Financial Planning, LLC230$20.0K0.01%00.0%Unchanged
Salem Investment Counselors Inc231$20.0K0.00%+231New
Cambridge Trust Co235$20.0K0.00%+235New
Equitec Proprietary Markets, LLC236$20.0K0.01%+236New
Earnest Partners LLC250$21.0K0.00%00.0%Unchanged
NVWM, LLC245$21.0K0.01%00.0%Unchanged
Investors Research Corp251$22.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC285$24.0K0.01%+2+0.7%Added
Castle Financial & Retirement Planning Associates, Inc.300$24.0K0.08%+300New
Newbridge Financial Services Group, Inc.293$25.0K0.01%+175+148.3%Added
Anchor Investment Management, LLC300$25.7K0.00%00.0%Unchanged
Larson Financial Group LLC300$26.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC300$26.0K0.04%00.0%Unchanged
Bell Investment Advisors, Inc308$26.0K0.01%+53+20.8%Added
First Bank & Trust324$28.0K0.01%−27−7.7%Reduced
Heritage Wealth Advisors330$28.0K0.00%00.0%Unchanged