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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 340 | $29.0K | 0.00% | +2+0.6% | Added |
| Piscataqua Savings Bank | 338 | $29.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 346 | $30.0K | 0.01% | +13+3.9% | Added |
| Zullo Investment Group, Inc. | 348 | $30.0K | 0.02% | +348 | New |
| SRS Capital Advisors, Inc. | 367 | $32.0K | 0.00% | +19+5.5% | Added |
| Sutton Wealth Advisors Inc. | 409 | $35.1K | 0.01% | +32+8.5% | Added |
| FSB Premier Wealth Management, Inc. | 425 | $36.0K | 0.02% | +425 | New |
| Atlas Capital Advisors LLC | 439 | $37.7K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 440 | $38.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $39.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 469 | $40.0K | 0.00% | −30,300−98.5% | Reduced |
| Brown Brothers Harriman & Co | 463 | $40.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 466 | $40.0K | 0.00% | +154+49.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 492 | $42.0K | 0.01% | −4,207−89.5% | Reduced |
| Raleigh Capital Management Inc. | 493 | $42.0K | 0.04% | +493 | New |
| Valley National Advisers Inc | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 504 | $43.0K | 0.00% | +180+55.6% | Added |
| Washington Trust Advisors, Inc. | 500 | $43.0K | 0.00% | +500 | New |
| Widmann Financial Services, Inc. | 546 | $46.0K | 0.04% | +546 | New |
| Tarbox Family Office, Inc. | 560 | $48.0K | 0.01% | −2−0.4% | Reduced |
| Old Second National Bank of Aurora | 808 | $49.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 585 | $50.0K | 0.01% | +1+0.2% | Added |
| Capstone Investment Advisors, LLC | 580 | $50.0K | 0.00% | +580 | New |
| Tilia Fiduciary Partners, Inc. | 591 | $51.0K | 0.04% | +591 | New |
| Albion Financial Group | 607 | $52.0K | 0.00% | −30−4.7% | Reduced |
| Caldwell Trust Co | 610 | $52.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 640 | $55.0K | 0.00% | −250−28.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 657 | $56.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 685 | $59.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $60.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $60.0K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 722 | $62.0K | 0.02% | −275−27.6% | Reduced |
| Webster Bank, N. A. | 740 | $63.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 761 | $65.0K | 0.00% | +11+1.5% | Added |
| Zions Bancorporation, N.A. | 772 | $66.0K | 0.01% | +73+10.4% | Added |
| Kistler-Tiffany Companies, LLC | 778 | $67.0K | 0.01% | +5+0.6% | Added |
| Gradient Investments LLC | 814 | $70.0K | 0.00% | +200+32.6% | Added |
| Lindbrook Capital, LLC | 819 | $70.0K | 0.01% | +256+45.5% | Added |
| North Star Investment Management Corp. | 833 | $71.0K | 0.00% | +333+66.6% | Added |
| CVA Family Office, LLC | 838 | $72.0K | 0.02% | −144−14.7% | Reduced |
| TCTC Holdings, LLC | 850 | $73.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $73.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 890 | $76.3K | 0.00% | −1,000−52.9% | Reduced |
| Private Ocean, LLC | 910 | $78.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 900 | $79.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 952 | $82.0K | 0.03% | +550+136.8% | Added |
| Cordasco Financial Network | 973 | $83.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,000 | $85.0K | 0.01% | −645−39.2% | Reduced |
| Sargent Bickham Lagudis LLC | 1,000 | $86.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $86.0K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,053 | $90.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,056 | $91.0K | 0.00% | +379+56.0% | Added |
| Washington Trust Co | 1,090 | $93.0K | 0.00% | −500−31.4% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $94.0K | 0.02% | −200−15.4% | Reduced |
| Allworth Financial LP | 1,096 | $94.0K | 0.00% | +439+66.8% | Added |
| Bedel Financial Consulting, Inc. | 1,153 | $99.0K | 0.03% | −2−0.2% | Reduced |
| Emfo, LLC | 1,150 | $99.0K | 0.09% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $101.0K | 0.03% | +1,173 | New |
| Charter Oak Capital Management, LLC | 1,195 | $103.0K | 0.01% | −1,033−46.4% | Reduced |
| Evoke Wealth, LLC | 1,196 | $103.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,210 | $104.0K | 0.05% | +279+30.0% | Added |
| Key Financial Inc | 1,231 | $106.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,271 | $109.0K | 0.02% | +572+81.8% | Added |
| Private Capital Group, LLC | 1,291 | $111.0K | 0.02% | +74+6.1% | Added |
| HHM Wealth Advisors, LLC | 1,300 | $112.0K | 0.03% | +400+44.4% | Added |
| Harbour Investments, Inc. | 1,315 | $113.0K | 0.01% | −2,424−64.8% | Reduced |
| Mystic Asset Management, Inc. | 1,340 | $114.0K | 0.05% | +1,340 | New |
| Optimum Investment Advisors | 1,400 | $120.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,416 | $121.0K | 0.02% | +240+20.4% | Added |
| Tobam | 1,426 | $122.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,431 | $123.0K | 0.05% | −61−4.1% | Reduced |
| Evermay Wealth Management LLC | 1,444 | $124.0K | 0.02% | −16−1.1% | Reduced |
| Hanson & Doremus Investment Management | 1,500 | $129.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,502 | $129.0K | 0.01% | +75+5.3% | Added |
| Clearstead Advisors, LLC | 1,523 | $131.0K | 0.01% | +250+19.6% | Added |
| Ellis Investment Partners, LLC | 1,554 | $133.0K | 0.03% | +1,160+294.4% | Added |
| TD Waterhouse Canada Inc. | 1,517 | $133.7K | 0.00% | +1,517 | New |
| Capital Analysts, LLC | 1,563 | $134.0K | 0.01% | +6+0.4% | Added |
| National Bank of Canada | 1,564 | $134.0K | 0.00% | +1,564 | New |
| Stonebridge Capital Advisors LLC | 1,576 | $135.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,672 | $143.0K | 0.03% | +22+1.3% | Added |
| First Horizon Advisors, Inc. | 1,690 | $145.0K | 0.00% | −131−7.2% | Reduced |
| Motco | 1,807 | $155.0K | 0.01% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 1,952 | $167.0K | 0.01% | −87−4.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,175 | $187.0K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,188 | $188.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,215 | $190.0K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,331 | $200.0K | 0.03% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,330 | $200.0K | 0.06% | +2,330 | New |
| Moseley Investment Management Inc | 2,351 | $202.0K | 0.09% | −158−6.3% | Reduced |
| MTM Investment Management, LLC | 2,350 | $202.0K | 0.10% | −100−4.1% | Reduced |
| Hudock, Inc. | 2,365 | $202.0K | 0.06% | +7+0.3% | Added |
| Blue Fin Capital, Inc. | 2,375 | $203.0K | 0.06% | −70−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,370 | $203.0K | 0.04% | +2,370 | New |
| J.W. Cole Advisors, Inc. | 2,380 | $204.0K | 0.01% | −100−4.0% | Reduced |
| Vectors Research Management, LLC | 2,402 | $206.0K | 0.04% | −403−14.4% | Reduced |
| HNP Capital LLC | 2,402 | $206.0K | 0.05% | −403−14.4% | Reduced |