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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 4,064 | $348.0K | 0.29% | +41+1.0% | Added |
| First American Trust, FSB | 4,126 | $354.0K | 0.05% | +20.0% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $355.0K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,181 | $359.0K | 0.07% | −317−7.0% | Reduced |
| Lazard Asset Management LLC | 4,192 | $359.0K | 0.00% | +453+12.1% | Added |
| 9258 Wealth Management, LLC | 4,202 | $360.0K | 0.08% | −45−1.1% | Reduced |
| Conning Inc. | 4,194 | $360.0K | 0.01% | +433+11.5% | Added |
| Snowden Capital Advisors LLC | 4,254 | $364.0K | 0.02% | −3,922−48.0% | Reduced |
| Cypress Capital Group | 4,250 | $365.0K | 0.05% | +4,250 | New |
| Blueprint Investment Partners LLC | 4,277 | $366.8K | 0.09% | +971+29.4% | Added |
| Canandaigua National Corp | 4,308 | $369.0K | 0.05% | +7+0.2% | Added |
| Johnson Investment Counsel Inc | 4,317 | $370.0K | 0.00% | +4,317 | New |
| Siemens Fonds Invest GmbH | 4,347 | $373.0K | 0.02% | −15−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,375 | $375.0K | 0.01% | +185+4.4% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $377.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 4,405 | $378.0K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 4,446 | $381.0K | 0.00% | −11,551−72.2% | Reduced |
| Good Life Advisors, LLC | 4,466 | $383.0K | 0.05% | +172+4.0% | Added |
| Ieq Capital, LLC | 4,473 | $384.0K | 0.01% | −266−5.6% | Reduced |
| EP Wealth Advisors, LLC | 4,472 | $384.0K | 0.01% | −159−3.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $385.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,463 | $387.0K | 0.01% | −889−16.6% | Reduced |
| Veriti Management LLC | 4,507 | $387.0K | 0.05% | +237+5.6% | Added |
| Exchange Traded Concepts, LLC | 4,521 | $388.0K | 0.01% | +4,431+4,923.3% | Added |
| Prospera Financial Services Inc | 4,536 | $389.0K | 0.02% | +22+0.5% | Added |
| Crescent Capital Consulting, LLC | 4,586 | $393.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,627 | $397.0K | 0.04% | +143+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,639 | $398.0K | 0.03% | +198+4.5% | Added |
| Donaldson Capital Management, LLC | 4,643 | $398.0K | 0.02% | +235+5.3% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $400.0K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 4,712 | $404.0K | 0.00% | +43+0.9% | Added |
| LCNB Corp | 4,735 | $406.0K | 0.19% | +175+3.8% | Added |
| Brinker Capital Investments, LLC | 4,766 | $409.0K | 0.01% | −2,474−34.2% | Reduced |
| Integrated Advisors Network LLC | 4,773 | $409.0K | 0.02% | +185+4.0% | Added |
| Wetherby Asset Management Inc | 4,805 | $412.0K | 0.02% | +208+4.5% | Added |
| Stratos Wealth Partners, LTD. | 4,810 | $413.0K | 0.01% | +322+7.2% | Added |
| Tower Bridge Advisors | 4,850 | $416.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,919 | $422.0K | 0.00% | +620+14.4% | Added |
| Pettyjohn, Wood & White, Inc | 4,944 | $424.0K | 0.09% | −83−1.7% | Reduced |
| Visionary Wealth Advisors | 4,955 | $425.0K | 0.03% | −280−5.3% | Reduced |
| Marcum Wealth, LLC | 4,976 | $427.0K | 0.06% | −10−0.2% | Reduced |
| Toroso Investments, LLC | 4,995 | $428.0K | 0.01% | +743+17.5% | Added |
| Tdam USA Inc. | 4,996 | $429.0K | 0.03% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 5,060 | $434.0K | 0.36% | +5,060 | New |
| Virtu Financial LLC | 5,187 | $445.0K | 0.05% | −1,872−26.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,205 | $446.0K | 0.12% | +1,164+28.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,248 | $450.0K | 0.33% | −1,917−26.8% | Reduced |
| Mission Financial Group, LLC | 2,424 | $450.0K | 0.42% | +2,424 | New |
| Orion Capital Management LLC | 5,290 | $454.0K | 0.26% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,361 | $460.0K | 0.08% | +192+3.7% | Added |
| Caxton Associates LP | 5,503 | $472.0K | 0.06% | +5,503 | New |
| Level Four Advisory Services, LLC | 5,529 | $474.0K | 0.04% | −360−6.1% | Reduced |
| Spire Wealth Management | 5,577 | $478.0K | 0.01% | +249+4.7% | Added |
| Financial Counselors Inc | 5,600 | $480.0K | 0.01% | −400−6.7% | Reduced |
| Veritable, L.P. | 5,637 | $483.0K | 0.01% | +309+5.8% | Added |
| First Midwest Bank Trust Division | 5,671 | $486.0K | 0.06% | −90−1.6% | Reduced |
| Proequities, Inc. | 5,741 | $492.0K | 0.03% | −337−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,776 | $495.0K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,782 | $496.0K | 0.27% | +75+1.3% | Added |
| HighTower Trust Services, LTA | 5,788 | $496.0K | 0.05% | +5,788 | New |
| Values First Advisors, Inc. | 5,811 | $498.0K | 0.29% | −627−9.7% | Reduced |
| Alpha Paradigm Partners, LLC | 5,805 | $498.0K | 0.20% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 5,885 | $505.0K | 0.28% | −500−7.8% | Reduced |
| Corient Capital Partners, LLC | 5,982 | $513.0K | 0.03% | +384+6.9% | Added |
| American Research & Management Co. | 6,000 | $515.0K | 0.11% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 6,081 | $522.0K | 0.42% | +6,081 | New |
| Texas Yale Capital Corp. | 6,142 | $527.0K | 0.03% | +4+0.1% | Added |
| Geneos Wealth Management Inc. | 6,225 | $533.0K | 0.02% | −447−6.7% | Reduced |
| Sara-Bay Financial | 6,271 | $538.0K | 0.16% | +6,271 | New |
| Bluefin Capital Management, LLC | 6,300 | $540.0K | 0.04% | +6,300 | New |
| Lincoln National Corp | 6,431 | $551.0K | 0.01% | −342−5.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,439 | $552.0K | 0.32% | +46+0.7% | Added |
| Farmers & Merchants Investments Inc | 6,443 | $553.0K | 0.02% | −83−1.3% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $564.0K | 0.34% | +6,570 | New |
| Jones Financial Companies LLLP | 6,627 | $568.0K | 0.00% | +673+11.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,764 | $580.0K | 0.28% | +6,764 | New |
| Associated Banc-Corp | 6,931 | $595.0K | 0.02% | +750+12.1% | Added |
| Hartline Investment Corp | 6,952 | $596.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,000 | $600.4K | 0.02% | −61−0.9% | Reduced |
| Lido Advisors, LLC | 7,018 | $601.0K | 0.01% | −677−8.8% | Reduced |
| IBM Retirement Fund | 7,035 | $603.0K | 0.07% | −4,778−40.4% | Reduced |
| IndexIQ Advisors LLC | 7,075 | $607.0K | 0.02% | −164−2.3% | Reduced |
| Tudor Investment Corp Et Al | 7,117 | $610.0K | 0.01% | +7,117 | New |
| Los Angeles Capital Management LLC | 7,151 | $613.0K | 0.00% | −150−2.1% | Reduced |
| Hendershot Investments Inc. | 7,202 | $618.0K | 0.09% | +7,202 | New |
| First Hawaiian Bank | 7,254 | $622.0K | 0.02% | −3,432−32.1% | Reduced |
| IFG Advisory, LLC | 7,293 | $625.0K | 0.06% | −144−1.9% | Reduced |
| Assenagon Asset Management S.A. | 7,287 | $625.0K | 0.00% | +344+5.0% | Added |
| Park Avenue Securities LLC | 7,430 | $637.0K | 0.01% | +1,496+25.2% | Added |
| AE Wealth Management LLC | 7,435 | $638.0K | 0.00% | +1,427+23.8% | Added |
| AlphaCentric Advisors LLC | 7,500 | $643.0K | 0.19% | +5,000+200.0% | Added |
| Stiles Financial Services Inc | 7,516 | $645.0K | 0.31% | +7,516 | New |
| Sawtooth Solutions, LLC | 7,598 | $652.0K | 0.07% | +3,814+100.8% | Added |
| Summit Financial Group Inc | 7,618 | $653.0K | 0.21% | 00.0% | Unchanged |
| Abeille Asset Management SA | 7,619 | $653.0K | 0.15% | +7,619 | New |
| Andra AP-fonden | 7,700 | $660.0K | 0.01% | −37,800−83.1% | Reduced |
| Wendell David Associates Inc | 7,700 | $660.0K | 0.07% | +1,600+26.2% | Added |
| GWM Advisors LLC | 7,845 | $673.0K | 0.01% | +3,337+74.0% | Added |
| Madden Advisory Services, Inc. | 7,868 | $675.0K | 0.44% | −23−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,894 | $677.0K | 0.06% | 00.0% | Unchanged |