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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,075 | $693.0K | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,240 | $707.0K | 0.00% | +3,211+63.8% | Added |
| Warren Averett Asset Management, LLC | 8,987 | $720.0K | 0.06% | +24+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 8,578 | $736.0K | 0.02% | −59−0.7% | Reduced |
| Eaton Vance Management | 8,607 | $738.0K | 0.00% | +368+4.5% | Added |
| Community Bank & Trust, Waco, Texas | 8,743 | $750.0K | 0.22% | −30−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 8,846 | $759.0K | 0.03% | +299+3.5% | Added |
| Sigma Planning Corp | 8,960 | $769.0K | 0.02% | −129−1.4% | Reduced |
| Everence Capital Management Inc | 9,100 | $781.0K | 0.06% | 00.0% | Unchanged |
| Full18 Capital LLC | 9,876 | $794.0K | 0.34% | −10,417−51.3% | Reduced |
| Pacific Sun Financial Corp | 9,256 | $794.0K | 0.42% | −548−5.6% | Reduced |
| Naviter Wealth, LLC | 9,536 | $818.0K | 0.24% | +9,536 | New |
| Agf Investments Inc. | 9,609 | $824.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,776 | $839.0K | 0.03% | +1,200+14.0% | Added |
| Cigna Investments Inc | 9,805 | $841.0K | 0.07% | −3,089−24.0% | Reduced |
| Lumbard & Kellner, LLC | 9,840 | $843.0K | 0.32% | +60+0.6% | Added |
| Koss-Olinger Consulting, LLC | 9,836 | $844.0K | 0.13% | −185−1.8% | Reduced |
| Wambolt & Associates, LLC | 9,860 | $846.0K | 0.31% | +961+10.8% | Added |
| Broderick Brian C | 9,910 | $850.0K | 0.20% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 9,950 | $853.0K | 0.07% | −21,210−68.1% | Reduced |
| Richwood Investment Advisors, LLC | 9,943 | $853.0K | 0.75% | +9,943 | New |
| Jeppson Wealth Management, LLC | 9,958 | $854.0K | 0.41% | −5−0.1% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $858.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,150 | $871.0K | 0.07% | −160−1.6% | Reduced |
| Umb Bank N A | 10,216 | $876.0K | 0.01% | +251+2.5% | Added |
| Prudential PLC | 10,379 | $890.0K | 0.01% | +10,379 | New |
| Old North State Wealth Management, LLC | 10,424 | $894.8K | 0.90% | +10,424 | New |
| Garrison Bradford & Associates Inc | 10,473 | $898.0K | 0.81% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,626 | $911.0K | 0.04% | −915−7.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,622 | $911.0K | 0.07% | −247−2.3% | Reduced |
| Gray Wealth Management Inc. | 10,619 | $911.0K | 0.45% | +143+1.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,758 | $923.0K | 0.36% | +160+1.5% | Added |
| Whittier Trust Co | 10,880 | $933.0K | 0.02% | −400−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,933 | $938.0K | 0.01% | −223−2.0% | Reduced |
| Citadel Advisors LLC | 11,141 | $956.0K | 0.00% | −147,962−93.0% | Reduced |
| Huntington National Bank | 11,346 | $973.0K | 0.01% | +2,023+21.7% | Added |
| Meiji Yasuda Life Insurance Co | 11,443 | $981.0K | 0.02% | −59−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 11,520 | $988.0K | 0.01% | +99+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,578 | $993.0K | 0.09% | +699+6.4% | Added |
| Atria Investments LLC | 11,792 | $1.01M | 0.02% | +11,792 | New |
| Abbrea Capital, LLC | 11,878 | $1.02M | 0.14% | +6,527+122.0% | Added |
| Cadent Capital Advisors, LLC | 11,896 | $1.02M | 0.45% | +459+4.0% | Added |
| NFP Retirement, Inc. | 11,954 | $1.03M | 0.37% | −1,145−8.7% | Reduced |
| AlphaCrest Capital Management LLC | 12,046 | $1.03M | 0.04% | +5,267+77.7% | Added |
| Squarepoint Ops LLC | 12,364 | $1.06M | 0.01% | −37,739−75.3% | Reduced |
| Panagora Asset Management Inc | 12,419 | $1.06M | 0.01% | −2,753−18.1% | Reduced |
| Cetera Investment Advisers | 12,418 | $1.06M | 0.02% | +587+5.0% | Added |
| Brookstone Capital Management | 12,204 | $1.07M | 0.02% | −171−1.4% | Reduced |
| Brown Advisory Inc | 12,573 | $1.08M | 0.00% | +715+6.0% | Added |
| Beacon Pointe Advisors, LLC | 12,903 | $1.11M | 0.03% | +897+7.5% | Added |
| Schnieders Capital Management LLC | 12,969 | $1.11M | 0.26% | −200−1.5% | Reduced |
| Engineers Gate Manager LP | 13,118 | $1.13M | 0.05% | +13,118 | New |
| Comerica Securities,inc. | 13,224 | $1.13M | 0.07% | +164+1.3% | Added |
| Welch Group, LLC | 13,400 | $1.15M | 0.07% | −75−0.6% | Reduced |
| Intersect Capital LLC | 13,489 | $1.16M | 0.21% | +31+0.2% | Added |
| Advance Capital Management, Inc. | 13,588 | $1.17M | 0.24% | +13,588 | New |
| Advisor Partners LLC | 13,645 | $1.17M | 0.07% | −108−0.8% | Reduced |
| Seeyond | 14,136 | $1.21M | 0.11% | −76−0.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 14,371 | $1.23M | 0.06% | −10,161−41.4% | Reduced |
| Cetera Advisors LLC | 14,616 | $1.25M | 0.03% | −4,251−22.5% | Reduced |
| Sumitomo Life Insurance Co | 14,762 | $1.27M | 0.03% | −396−2.6% | Reduced |
| Boothbay Fund Management, LLC | 14,758 | $1.27M | 0.04% | +12,166+469.4% | Added |
| We Are One Seven, LLC | 14,845 | $1.27M | 0.13% | +1,048+7.6% | Added |
| O'Rourke & Company, Inc | 15,003 | $1.29M | 0.86% | +15,003 | New |
| Colony Group LLC | 15,056 | $1.29M | 0.02% | −55−0.4% | Reduced |
| American National Insurance Co | 15,210 | $1.30M | 0.29% | −12,325−44.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.32M | 1.00% | 00.0% | Unchanged |
| JustInvest LLC | 15,430 | $1.32M | 0.08% | +2,531+19.6% | Added |
| Gamco Investors, Inc. Et Al | 15,500 | $1.33M | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 15,779 | $1.35M | 0.55% | −1,002−6.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,787 | $1.35M | 0.08% | +238+1.5% | Added |
| Bard Associates Inc | 15,796 | $1.35M | 0.45% | −500−3.1% | Reduced |
| Pathstone Family Office, LLC | 15,925 | $1.36M | 0.03% | +11,844+290.2% | Added |
| NTV Asset Management LLC | 15,998 | $1.37M | 0.23% | −1,215−7.1% | Reduced |
| Forte Capital LLC | 16,237 | $1.39M | 0.18% | −12−0.1% | Reduced |
| Profund Advisors LLC | 16,418 | $1.41M | 0.05% | −27,996−63.0% | Reduced |
| Paradigm Asset Management Co LLC | 16,588 | $1.42M | 0.36% | +1,088+7.0% | Added |
| Sompo Asset Management Co., Ltd. | 16,730 | $1.43M | 0.29% | −19,440−53.7% | Reduced |
| Stephens Inc | 16,963 | $1.46M | 0.02% | −9,335−35.5% | Reduced |
| Fred Alger Management, LLC | 17,063 | $1.46M | 0.00% | +342+2.0% | Added |
| South Dakota Investment Council | 17,196 | $1.48M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 17,207 | $1.48M | 0.20% | +5,016+41.1% | Added |
| Cascade Investment Advisors, Inc. | 17,295 | $1.48M | 0.87% | −88−0.5% | Reduced |
| Gotham Asset Management, LLC | 17,323 | $1.49M | 0.05% | +10,672+160.5% | Added |
| Independent Advisor Alliance | 17,762 | $1.52M | 0.08% | +215+1.2% | Added |
| Spirit of America Management Corp | 17,785 | $1.52M | 0.31% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 17,809 | $1.53M | 0.06% | −14,549−45.0% | Reduced |
| Liberty Capital Management, Inc. | 17,887 | $1.53M | 0.41% | −230−1.3% | Reduced |
| Mirabella Financial Services LLP | 18,000 | $1.54M | 0.16% | +18,000 | New |
| Avantax Advisory Services, Inc. | 18,403 | $1.58M | 0.02% | +892+5.1% | Added |
| Fort Washington Investment Advisors Inc | 18,530 | $1.59M | 0.01% | +400+2.2% | Added |
| OPSEU Pension Plan Trust Fund | 18,541 | $1.61M | 0.37% | +549+3.1% | Added |
| Blueshift Asset Management, LLC | 18,865 | $1.62M | 0.14% | −105,650−84.8% | Reduced |
| Wesbanco Bank Inc | 18,960 | $1.63M | 0.06% | −1,502−7.3% | Reduced |
| Moody National Bank Trust Division | 19,253 | $1.65M | 0.05% | −11,657−37.7% | Reduced |
| Aevitas Wealth Management, Inc. | 19,272 | $1.65M | 0.98% | +41+0.2% | Added |
| Penserra Capital Management LLC | 20,088 | $1.66M | 0.04% | +2,852+16.5% | Added |
| Oxford Financial Group Ltd | 19,544 | $1.68M | 0.19% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,528 | $1.68M | 0.02% | +767+4.1% | Added |
| Edgemoor Investment Advisors, Inc. | 19,991 | $1.72M | 0.18% | 00.0% | Unchanged |