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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 8,743 | $750.0K | 0.22% | −30−0.3% | Reduced |
| Eaton Vance Management | 8,607 | $738.0K | 0.00% | +368+4.5% | Added |
| Carnegie Capital Asset Management, LLC | 8,578 | $736.0K | 0.02% | −59−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 8,987 | $720.0K | 0.06% | +24+0.3% | Added |
| Bessemer Group Inc | 8,240 | $707.0K | 0.00% | +3,211+63.8% | Added |
| Monetary Management Group Inc | 8,075 | $693.0K | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 7,894 | $677.0K | 0.06% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 7,868 | $675.0K | 0.44% | −23−0.3% | Reduced |
| GWM Advisors LLC | 7,845 | $673.0K | 0.01% | +3,337+74.0% | Added |
| 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 |
| 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 |
| Sawtooth Solutions, LLC | 7,598 | $652.0K | 0.07% | +3,814+100.8% | Added |
| Stiles Financial Services Inc | 7,516 | $645.0K | 0.31% | +7,516 | New |
| AlphaCentric Advisors LLC | 7,500 | $643.0K | 0.19% | +5,000+200.0% | Added |
| AE Wealth Management LLC | 7,435 | $638.0K | 0.00% | +1,427+23.8% | Added |
| Park Avenue Securities LLC | 7,430 | $637.0K | 0.01% | +1,496+25.2% | Added |
| 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 |
| First Hawaiian Bank | 7,254 | $622.0K | 0.02% | −3,432−32.1% | Reduced |
| Hendershot Investments Inc. | 7,202 | $618.0K | 0.09% | +7,202 | New |
| Los Angeles Capital Management LLC | 7,151 | $613.0K | 0.00% | −150−2.1% | Reduced |
| Tudor Investment Corp Et Al | 7,117 | $610.0K | 0.01% | +7,117 | New |
| IndexIQ Advisors LLC | 7,075 | $607.0K | 0.02% | −164−2.3% | Reduced |
| IBM Retirement Fund | 7,035 | $603.0K | 0.07% | −4,778−40.4% | Reduced |
| Lido Advisors, LLC | 7,018 | $601.0K | 0.01% | −677−8.8% | Reduced |
| TD Private Client Wealth LLC | 7,000 | $600.4K | 0.02% | −61−0.9% | Reduced |
| Hartline Investment Corp | 6,952 | $596.0K | 0.08% | 00.0% | Unchanged |
| Associated Banc-Corp | 6,931 | $595.0K | 0.02% | +750+12.1% | Added |
| Retirement Planning Co of New England, Inc. | 6,764 | $580.0K | 0.28% | +6,764 | New |
| Jones Financial Companies LLLP | 6,627 | $568.0K | 0.00% | +673+11.3% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $564.0K | 0.34% | +6,570 | New |
| Farmers & Merchants Investments Inc | 6,443 | $553.0K | 0.02% | −83−1.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,439 | $552.0K | 0.32% | +46+0.7% | Added |
| Lincoln National Corp | 6,431 | $551.0K | 0.01% | −342−5.0% | Reduced |
| Bluefin Capital Management, LLC | 6,300 | $540.0K | 0.04% | +6,300 | New |
| Sara-Bay Financial | 6,271 | $538.0K | 0.16% | +6,271 | New |
| Geneos Wealth Management Inc. | 6,225 | $533.0K | 0.02% | −447−6.7% | Reduced |
| Texas Yale Capital Corp. | 6,142 | $527.0K | 0.03% | +4+0.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 6,081 | $522.0K | 0.42% | +6,081 | New |
| American Research & Management Co. | 6,000 | $515.0K | 0.11% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 5,982 | $513.0K | 0.03% | +384+6.9% | Added |
| Armor Investment Advisors, LLC | 5,885 | $505.0K | 0.28% | −500−7.8% | Reduced |
| 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 |
| 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 |
| Ameritas Investment Partners, Inc. | 5,776 | $495.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 5,741 | $492.0K | 0.03% | −337−5.5% | Reduced |
| First Midwest Bank Trust Division | 5,671 | $486.0K | 0.06% | −90−1.6% | Reduced |
| Veritable, L.P. | 5,637 | $483.0K | 0.01% | +309+5.8% | Added |
| Financial Counselors Inc | 5,600 | $480.0K | 0.01% | −400−6.7% | Reduced |
| Spire Wealth Management | 5,577 | $478.0K | 0.01% | +249+4.7% | Added |
| Level Four Advisory Services, LLC | 5,529 | $474.0K | 0.04% | −360−6.1% | Reduced |
| Caxton Associates LP | 5,503 | $472.0K | 0.06% | +5,503 | New |
| TrinityPoint Wealth, LLC | 5,361 | $460.0K | 0.08% | +192+3.7% | Added |
| Orion Capital Management LLC | 5,290 | $454.0K | 0.26% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 2,424 | $450.0K | 0.42% | +2,424 | New |
| Pinnacle Wealth Management Group, Inc. | 5,248 | $450.0K | 0.33% | −1,917−26.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,205 | $446.0K | 0.12% | +1,164+28.8% | Added |
| Virtu Financial LLC | 5,187 | $445.0K | 0.05% | −1,872−26.5% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $434.0K | 0.36% | +5,060 | New |
| Tdam USA Inc. | 4,996 | $429.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,995 | $428.0K | 0.01% | +743+17.5% | Added |
| Marcum Wealth, LLC | 4,976 | $427.0K | 0.06% | −10−0.2% | Reduced |
| Visionary Wealth Advisors | 4,955 | $425.0K | 0.03% | −280−5.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,944 | $424.0K | 0.09% | −83−1.7% | Reduced |
| Cresset Asset Management, LLC | 4,919 | $422.0K | 0.00% | +620+14.4% | Added |
| Tower Bridge Advisors | 4,850 | $416.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,810 | $413.0K | 0.01% | +322+7.2% | Added |
| Wetherby Asset Management Inc | 4,805 | $412.0K | 0.02% | +208+4.5% | 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 |
| LCNB Corp | 4,735 | $406.0K | 0.19% | +175+3.8% | Added |
| Greenleaf Trust | 4,712 | $404.0K | 0.00% | +43+0.9% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $400.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Checchi Capital Advisers, LLC | 4,627 | $397.0K | 0.04% | +143+3.2% | Added |
| Crescent Capital Consulting, LLC | 4,586 | $393.0K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,536 | $389.0K | 0.02% | +22+0.5% | Added |
| Exchange Traded Concepts, LLC | 4,521 | $388.0K | 0.01% | +4,431+4,923.3% | Added |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $385.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Good Life Advisors, LLC | 4,466 | $383.0K | 0.05% | +172+4.0% | Added |
| Morningstar Investment Services LLC | 4,446 | $381.0K | 0.00% | −11,551−72.2% | Reduced |
| AlphaMark Advisors, LLC | 4,405 | $378.0K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,397 | $377.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,375 | $375.0K | 0.01% | +185+4.4% | Added |
| Siemens Fonds Invest GmbH | 4,347 | $373.0K | 0.02% | −15−0.3% | Reduced |
| Johnson Investment Counsel Inc | 4,317 | $370.0K | 0.00% | +4,317 | New |
| Canandaigua National Corp | 4,308 | $369.0K | 0.05% | +7+0.2% | Added |
| Blueprint Investment Partners LLC | 4,277 | $366.8K | 0.09% | +971+29.4% | Added |
| Cypress Capital Group | 4,250 | $365.0K | 0.05% | +4,250 | New |
| Snowden Capital Advisors LLC | 4,254 | $364.0K | 0.02% | −3,922−48.0% | Reduced |
| 9258 Wealth Management, LLC | 4,202 | $360.0K | 0.08% | −45−1.1% | Reduced |