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 |
|---|---|---|---|---|---|
| Summit Place Financial Advisors, LLC | 21,395 | $1.83M | 1.27% | +535+2.6% | Added |
| Pendal Group Limited | 21,231 | $1.82M | 0.01% | −6,757−24.1% | Reduced |
| Bokf, NA | 20,994 | $1.80M | 0.03% | +1,182+6.0% | Added |
| Raymond James Trust N.A. | 20,571 | $1.76M | 0.05% | +241+1.2% | Added |
| Ethic Inc. | 20,485 | $1.76M | 0.14% | −200−1.0% | Reduced |
| Hotaling Investment Management, LLC | 20,265 | $1.74M | 0.60% | +760+3.9% | Added |
| Edgemoor Investment Advisors, Inc. | 19,991 | $1.72M | 0.18% | 00.0% | Unchanged |
| 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 |
| Penserra Capital Management LLC | 20,088 | $1.66M | 0.04% | +2,852+16.5% | Added |
| Aevitas Wealth Management, Inc. | 19,272 | $1.65M | 0.98% | +41+0.2% | Added |
| Moody National Bank Trust Division | 19,253 | $1.65M | 0.05% | −11,657−37.7% | Reduced |
| Wesbanco Bank Inc | 18,960 | $1.63M | 0.06% | −1,502−7.3% | Reduced |
| Blueshift Asset Management, LLC | 18,865 | $1.62M | 0.14% | −105,650−84.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 18,541 | $1.61M | 0.37% | +549+3.1% | Added |
| Fort Washington Investment Advisors Inc | 18,530 | $1.59M | 0.01% | +400+2.2% | Added |
| Avantax Advisory Services, Inc. | 18,403 | $1.58M | 0.02% | +892+5.1% | Added |
| Mirabella Financial Services LLP | 18,000 | $1.54M | 0.16% | +18,000 | New |
| Liberty Capital Management, Inc. | 17,887 | $1.53M | 0.41% | −230−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,809 | $1.53M | 0.06% | −14,549−45.0% | Reduced |
| Spirit of America Management Corp | 17,785 | $1.52M | 0.31% | 00.0% | Unchanged |
| Independent Advisor Alliance | 17,762 | $1.52M | 0.08% | +215+1.2% | Added |
| Gotham Asset Management, LLC | 17,323 | $1.49M | 0.05% | +10,672+160.5% | Added |
| Cascade Investment Advisors, Inc. | 17,295 | $1.48M | 0.87% | −88−0.5% | Reduced |
| Arkadios Wealth Advisors | 17,207 | $1.48M | 0.20% | +5,016+41.1% | Added |
| South Dakota Investment Council | 17,196 | $1.48M | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 17,063 | $1.46M | 0.00% | +342+2.0% | Added |
| Stephens Inc | 16,963 | $1.46M | 0.02% | −9,335−35.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,730 | $1.43M | 0.29% | −19,440−53.7% | Reduced |
| Paradigm Asset Management Co LLC | 16,588 | $1.42M | 0.36% | +1,088+7.0% | Added |
| Profund Advisors LLC | 16,418 | $1.41M | 0.05% | −27,996−63.0% | Reduced |
| Forte Capital LLC | 16,237 | $1.39M | 0.18% | −12−0.1% | Reduced |
| NTV Asset Management LLC | 15,998 | $1.37M | 0.23% | −1,215−7.1% | Reduced |
| Pathstone Family Office, LLC | 15,925 | $1.36M | 0.03% | +11,844+290.2% | Added |
| Bard Associates Inc | 15,796 | $1.35M | 0.45% | −500−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,787 | $1.35M | 0.08% | +238+1.5% | Added |
| RDA Financial Network | 15,779 | $1.35M | 0.55% | −1,002−6.0% | Reduced |
| Gamco Investors, Inc. Et Al | 15,500 | $1.33M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 15,430 | $1.32M | 0.08% | +2,531+19.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.32M | 1.00% | 00.0% | Unchanged |
| American National Insurance Co | 15,210 | $1.30M | 0.29% | −12,325−44.8% | Reduced |
| Colony Group LLC | 15,056 | $1.29M | 0.02% | −55−0.4% | Reduced |
| O'Rourke & Company, Inc | 15,003 | $1.29M | 0.86% | +15,003 | New |
| We Are One Seven, LLC | 14,845 | $1.27M | 0.13% | +1,048+7.6% | Added |
| 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 |
| Cetera Advisors LLC | 14,616 | $1.25M | 0.03% | −4,251−22.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 14,371 | $1.23M | 0.06% | −10,161−41.4% | Reduced |
| Seeyond | 14,136 | $1.21M | 0.11% | −76−0.5% | Reduced |
| Advisor Partners LLC | 13,645 | $1.17M | 0.07% | −108−0.8% | Reduced |
| Advance Capital Management, Inc. | 13,588 | $1.17M | 0.24% | +13,588 | New |
| Intersect Capital LLC | 13,489 | $1.16M | 0.21% | +31+0.2% | Added |
| Welch Group, LLC | 13,400 | $1.15M | 0.07% | −75−0.6% | Reduced |
| Comerica Securities,inc. | 13,224 | $1.13M | 0.07% | +164+1.3% | Added |
| Engineers Gate Manager LP | 13,118 | $1.13M | 0.05% | +13,118 | New |
| Schnieders Capital Management LLC | 12,969 | $1.11M | 0.26% | −200−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 12,903 | $1.11M | 0.03% | +897+7.5% | Added |
| Brown Advisory Inc | 12,573 | $1.08M | 0.00% | +715+6.0% | Added |
| Brookstone Capital Management | 12,204 | $1.07M | 0.02% | −171−1.4% | 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 |
| Squarepoint Ops LLC | 12,364 | $1.06M | 0.01% | −37,739−75.3% | Reduced |
| AlphaCrest Capital Management LLC | 12,046 | $1.03M | 0.04% | +5,267+77.7% | Added |
| NFP Retirement, Inc. | 11,954 | $1.03M | 0.37% | −1,145−8.7% | Reduced |
| Cadent Capital Advisors, LLC | 11,896 | $1.02M | 0.45% | +459+4.0% | Added |
| Abbrea Capital, LLC | 11,878 | $1.02M | 0.14% | +6,527+122.0% | Added |
| Atria Investments LLC | 11,792 | $1.01M | 0.02% | +11,792 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,578 | $993.0K | 0.09% | +699+6.4% | Added |
| Silvercrest Asset Management Group LLC | 11,520 | $988.0K | 0.01% | +99+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 11,443 | $981.0K | 0.02% | −59−0.5% | Reduced |
| Huntington National Bank | 11,346 | $973.0K | 0.01% | +2,023+21.7% | Added |
| Citadel Advisors LLC | 11,141 | $956.0K | 0.00% | −147,962−93.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,933 | $938.0K | 0.01% | −223−2.0% | Reduced |
| Whittier Trust Co | 10,880 | $933.0K | 0.02% | −400−3.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,758 | $923.0K | 0.36% | +160+1.5% | Added |
| 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 |
| Garrison Bradford & Associates Inc | 10,473 | $898.0K | 0.81% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 10,424 | $894.8K | 0.90% | +10,424 | New |
| Prudential PLC | 10,379 | $890.0K | 0.01% | +10,379 | New |
| Umb Bank N A | 10,216 | $876.0K | 0.01% | +251+2.5% | Added |
| Atlantic Union Bankshares Corp | 10,150 | $871.0K | 0.07% | −160−1.6% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $858.0K | 0.09% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,958 | $854.0K | 0.41% | −5−0.1% | Reduced |
| 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 |
| Broderick Brian C | 9,910 | $850.0K | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 9,860 | $846.0K | 0.31% | +961+10.8% | Added |
| Koss-Olinger Consulting, LLC | 9,836 | $844.0K | 0.13% | −185−1.8% | Reduced |
| Lumbard & Kellner, LLC | 9,840 | $843.0K | 0.32% | +60+0.6% | Added |
| Cigna Investments Inc | 9,805 | $841.0K | 0.07% | −3,089−24.0% | Reduced |
| Banque Cantonale Vaudoise | 9,776 | $839.0K | 0.03% | +1,200+14.0% | Added |
| Agf Investments Inc. | 9,609 | $824.0K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 9,536 | $818.0K | 0.24% | +9,536 | New |
| 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 |
| Everence Capital Management Inc | 9,100 | $781.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,960 | $769.0K | 0.02% | −129−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,846 | $759.0K | 0.03% | +299+3.5% | Added |