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Livermore
Livermore
ZHEN

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
V Wealth Advisors LLC2,415$207.0K0.03%−86−3.4%Reduced
Clifford Swan Investment Counsel LLC2,429$208.0K0.01%+2,429New
Carroll Financial Associates, Inc.2,499$210.0K0.01%−6−0.2%Reduced
Assetmark, Inc2,463$211.0K0.00%−1,694−40.8%Reduced
Prudent Man Advisors, LLC2,457$211.0K0.08%−583−19.2%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$211.0K0.06%00.0%Unchanged
Horizon Wealth Management, LLC2,461$211.0K0.06%+2,461New
Nations Financial Group Inc,2,466$212.0K0.03%+2,466New
FineMark National Bank & Trust2,472$212.0K0.01%+2,472New
Walter & Keenan Financial Consulting Co2,484$213.0K0.07%00.0%Unchanged
Sound View Wealth Advisors Group, LLC2,522$216.0K0.04%−260−9.3%Reduced
CFM Wealth Partners LLC2,525$216.0K0.05%00.0%Unchanged
Financial Advocates Investment Management2,581$218.0K0.02%−416−13.9%Reduced
Advisor Resource Council2,548$218.0K0.02%+2,548New
Wharton Business Group, LLC2,555$219.0K0.01%00.0%Unchanged
Bollard Group LLC2,554$219.0K0.01%+12+0.5%Added
CoreCap Advisors, LLC2,579$221.0K0.01%+2,579New
Rehmann Capital Advisory Group2,611$224.0K0.02%+19+0.7%Added
Regal Investment Advisors LLC2,611$224.0K0.02%−12−0.5%Reduced
NuWave Investment Management, LLC2,608$224.0K0.25%+689+35.9%Added
Dorsey & Whitney Trust CO LLC2,627$225.0K0.02%+2,627New
Cerity Partners LLC2,618$225.0K0.00%+2,618New
Ashton Thomas Private Wealth, LLC2,630$225.6K0.02%+41+1.6%Added
Signaturefd, LLC2,631$226.0K0.01%+74+2.9%Added
FourThought Financial, LLC2,664$228.0K0.03%−538−16.8%Reduced
Moloney Securities Asset Management, LLC2,696$231.0K0.04%+4+0.1%Added
Archford Capital Strategies, LLC2,773$238.0K0.05%−430−13.4%Reduced
Great Valley Advisor Group, Inc.2,821$240.0K0.01%−2−0.1%Reduced
Barnes Pettey Financial Advisors, LLC2,802$240.0K0.28%+2,802New
Chicago Trust Co NA2,850$244.0K0.05%+2,850New
Twelve Points Wealth Management LLC2,855$245.0K0.20%+2,855New
Commons Capital, LLC2,885$247.0K0.24%+2,885New
SeaCrest Wealth Management, LLC2,899$249.0K0.03%+2+0.1%Added
Wealthspire Advisors, LLC2,962$254.0K0.01%−2,315−43.9%Reduced
Hilltop Holdings Inc.2,962$254.0K0.03%−42−1.4%Reduced
Keystone Financial Group2,966$254.0K0.04%00.0%Unchanged
Fortitude Advisory Group L.L.C.2,970$254.0K0.13%+2,970New
Parkside Financial Bank & Trust2,981$255.0K0.06%−661−18.1%Reduced
Mirova2,983$255.0K0.03%+2,983New
M&G Investment Management Ltd2,974$256.0K0.00%−86,189−96.7%Reduced
Engine No. 1 LLC2,980$256.0K0.05%+2,980New
Shelton Capital Management2,992$257.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC3,000$257.0K0.05%00.0%Unchanged
Wexford Capital LP3,000$257.0K0.03%+3,000New
Orion Portfolio Solutions, LLC3,022$259.0K0.01%+398+15.2%Added
Atlantic Trust, LLC3,040$260.0K0.15%00.0%Unchanged
Proficio Capital Partners LLC3,056$262.0K0.04%−19−0.6%Reduced
Weil Company, Inc.3,078$264.0K0.12%+22+0.7%Added
Quadrant Capital Group LLC3,082$264.0K0.03%+212+7.4%Added
Van Hulzen Asset Management, LLC3,100$266.0K0.03%+200+6.9%Added
National Asset Management, Inc.3,110$267.0K0.01%+161+5.5%Added
American Portfolios Advisors3,129$268.3K0.01%−115−3.5%Reduced
Horizon Investments, LLC3,134$269.0K0.01%+266+9.3%Added
First Affirmative Financial Network3,180$273.0K0.25%+161+5.3%Added
Legacy Wealth Asset Management, LLC3,189$274.0K0.09%+105+3.4%Added
NEXT Financial Group, Inc3,198$274.0K0.02%+523+19.6%Added
Stonnington Group, LLC3,210$277.0K0.06%+210+7.0%Added
Advisory Services Network, LLC3,243$278.0K0.01%+392+13.7%Added
Coldstream Capital Management Inc3,248$279.0K0.01%+3,248New
Valeo Financial Advisors, LLC3,260$280.0K0.02%+80+2.5%Added
Hutchens & Kramer Investment Management Group, LLC3,021$280.0K0.18%+3,021New
Boston Private Wealth LLC3,345$287.0K0.00%−4,286−56.2%Reduced
Flputnam Investment Management Co3,351$287.0K0.01%−245−6.8%Reduced
Moors & Cabot, Inc.3,360$288.0K0.02%−400−10.6%Reduced
Davenport & Co LLC3,355$288.0K0.00%−317−8.6%Reduced
Atom Investors LP3,375$289.0K0.08%−4,683−58.1%Reduced
Versor Investments LP3,400$292.0K0.01%+3,400New
Federated Hermes, Inc.3,426$294.0K0.00%+1,406+69.6%Added
Regentatlantic Capital LLC3,472$298.0K0.01%+177+5.4%Added
Bluestein R H & Co3,500$300.0K0.01%00.0%Unchanged
Somerville Kurt F3,500$300.0K0.04%00.0%Unchanged
Mosaic Family Wealth, LLC3,500$300.0K0.08%00.0%Unchanged
Glenview Trust Co3,588$308.0K0.01%+264+7.9%Added
Ellevest, Inc.3,601$309.0K0.03%−178−4.7%Reduced
Bowman & Co S.C.3,615$311.0K0.24%+3,615New
Desjardins Global Asset Management Inc.3,659$313.0K0.03%+3,659New
Koshinski Asset Management, Inc.3,669$314.7K0.03%+6+0.2%Added
Nauset Wealth Management. LLC3,669$315.0K0.30%+3,669New
Whalerock Point Partners, LLC3,680$315.6K0.11%00.0%Unchanged
CWM, LLC3,684$316.0K0.00%+3,684New
Gerber Kawasaki Wealth & Investment Management3,700$317.0K0.03%00.0%Unchanged
Metis Global Partners, LLC3,690$317.0K0.09%+3,690New
Eudaimonia Advisors LLC3,694$317.0K0.19%+3,694New
Whittier Trust Co of Nevada Inc3,716$319.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt3,745$321.0K0.02%−2,500−40.0%Reduced
Beech Hill Advisors, Inc.3,750$322.0K0.12%00.0%Unchanged
Clarius Group, LLC3,749$322.0K0.03%+201+5.7%Added
Kingsview Wealth Management, LLC3,764$323.0K0.01%−72−1.9%Reduced
SFMG, LLC3,769$323.0K0.03%+240+6.8%Added
Southland Equity Partners LLC3,782$324.4K0.13%−185−4.7%Reduced
Simplex Trading, LLC3,846$329.0K0.01%+3,846New
Nwam LLC3,875$332.0K0.03%00.0%Unchanged
Sequoia Financial Advisors, LLC3,881$333.0K0.01%+3,881New
Dearborn Partners LLC3,889$334.0K0.01%+250+6.9%Added
Group One Trading, L.P.3,914$336.0K0.01%−4,345−52.6%Reduced
Glenmede Trust Co NA3,943$337.0K0.00%−386−8.9%Reduced
Kinneret Advisory, LLC3,955$339.0K0.04%00.0%Unchanged
American National Registered Investment Advisor, Inc.3,950$339.0K0.11%00.0%Unchanged
IHT Wealth Management, LLC3,971$341.0K0.03%−466−10.5%Reduced
Sentry Investment Management LLC4,013$344.0K0.09%+773+23.9%Added