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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 2,457 | $211.0K | 0.08% | −583−19.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $211.0K | 0.06% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,461 | $211.0K | 0.06% | +2,461 | New |
| Carroll Financial Associates, Inc. | 2,499 | $210.0K | 0.01% | −6−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,429 | $208.0K | 0.01% | +2,429 | New |
| V Wealth Advisors LLC | 2,415 | $207.0K | 0.03% | −86−3.4% | Reduced |
| Vectors Research Management, LLC | 2,402 | $206.0K | 0.04% | −403−14.4% | Reduced |
| HNP Capital LLC | 2,402 | $206.0K | 0.05% | −403−14.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,380 | $204.0K | 0.01% | −100−4.0% | Reduced |
| Blue Fin Capital, Inc. | 2,375 | $203.0K | 0.06% | −70−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,370 | $203.0K | 0.04% | +2,370 | New |
| Moseley Investment Management Inc | 2,351 | $202.0K | 0.09% | −158−6.3% | Reduced |
| MTM Investment Management, LLC | 2,350 | $202.0K | 0.10% | −100−4.1% | Reduced |
| Hudock, Inc. | 2,365 | $202.0K | 0.06% | +7+0.3% | Added |
| Deseret Mutual Benefit Administrators | 2,331 | $200.0K | 0.03% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,330 | $200.0K | 0.06% | +2,330 | New |
| Pflug Koory, LLC | 2,215 | $190.0K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,188 | $188.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,175 | $187.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,952 | $167.0K | 0.01% | −87−4.3% | Reduced |
| Motco | 1,807 | $155.0K | 0.01% | −1−0.1% | Reduced |
| First Horizon Advisors, Inc. | 1,690 | $145.0K | 0.00% | −131−7.2% | Reduced |
| Glassman Wealth Services | 1,672 | $143.0K | 0.03% | +22+1.3% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $135.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,563 | $134.0K | 0.01% | +6+0.4% | Added |
| National Bank of Canada | 1,564 | $134.0K | 0.00% | +1,564 | New |
| TD Waterhouse Canada Inc. | 1,517 | $133.7K | 0.00% | +1,517 | New |
| Ellis Investment Partners, LLC | 1,554 | $133.0K | 0.03% | +1,160+294.4% | Added |
| Clearstead Advisors, LLC | 1,523 | $131.0K | 0.01% | +250+19.6% | Added |
| Hanson & Doremus Investment Management | 1,500 | $129.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,502 | $129.0K | 0.01% | +75+5.3% | Added |
| Evermay Wealth Management LLC | 1,444 | $124.0K | 0.02% | −16−1.1% | Reduced |
| PSI Advisors, LLC | 1,431 | $123.0K | 0.05% | −61−4.1% | Reduced |
| Tobam | 1,426 | $122.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,416 | $121.0K | 0.02% | +240+20.4% | Added |
| Optimum Investment Advisors | 1,400 | $120.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,340 | $114.0K | 0.05% | +1,340 | New |
| Harbour Investments, Inc. | 1,315 | $113.0K | 0.01% | −2,424−64.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,300 | $112.0K | 0.03% | +400+44.4% | Added |
| Private Capital Group, LLC | 1,291 | $111.0K | 0.02% | +74+6.1% | Added |
| Creative Financial Designs Inc | 1,271 | $109.0K | 0.02% | +572+81.8% | Added |
| Key Financial Inc | 1,231 | $106.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 1,210 | $104.0K | 0.05% | +279+30.0% | Added |
| Charter Oak Capital Management, LLC | 1,195 | $103.0K | 0.01% | −1,033−46.4% | Reduced |
| Evoke Wealth, LLC | 1,196 | $103.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $101.0K | 0.03% | +1,173 | New |
| Bedel Financial Consulting, Inc. | 1,153 | $99.0K | 0.03% | −2−0.2% | Reduced |
| Emfo, LLC | 1,150 | $99.0K | 0.09% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $94.0K | 0.02% | −200−15.4% | Reduced |
| Allworth Financial LP | 1,096 | $94.0K | 0.00% | +439+66.8% | Added |
| Washington Trust Co | 1,090 | $93.0K | 0.00% | −500−31.4% | Reduced |
| Massmutual Trust Co FSB | 1,056 | $91.0K | 0.00% | +379+56.0% | Added |
| Glen Eagle Advisors, LLC | 1,053 | $90.3K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $86.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $86.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,000 | $85.0K | 0.01% | −645−39.2% | Reduced |
| Cordasco Financial Network | 973 | $83.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 952 | $82.0K | 0.03% | +550+136.8% | Added |
| Smithfield Trust Co | 900 | $79.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 910 | $78.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 890 | $76.3K | 0.00% | −1,000−52.9% | Reduced |
| TCTC Holdings, LLC | 850 | $73.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $73.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 838 | $72.0K | 0.02% | −144−14.7% | Reduced |
| North Star Investment Management Corp. | 833 | $71.0K | 0.00% | +333+66.6% | Added |
| Gradient Investments LLC | 814 | $70.0K | 0.00% | +200+32.6% | Added |
| Lindbrook Capital, LLC | 819 | $70.0K | 0.01% | +256+45.5% | Added |
| Kistler-Tiffany Companies, LLC | 778 | $67.0K | 0.01% | +5+0.6% | Added |
| Zions Bancorporation, N.A. | 772 | $66.0K | 0.01% | +73+10.4% | Added |
| Barrett Asset Management, LLC | 761 | $65.0K | 0.00% | +11+1.5% | Added |
| Webster Bank, N. A. | 740 | $63.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 722 | $62.0K | 0.02% | −275−27.6% | Reduced |
| IAG Wealth Partners, LLC | 700 | $60.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $60.0K | 0.05% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 685 | $59.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 657 | $56.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 640 | $55.0K | 0.00% | −250−28.1% | Reduced |
| Caldwell Trust Co | 610 | $52.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 607 | $52.0K | 0.00% | −30−4.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 591 | $51.0K | 0.04% | +591 | New |
| Focused Wealth Management, Inc | 585 | $50.0K | 0.01% | +1+0.2% | Added |
| Capstone Investment Advisors, LLC | 580 | $50.0K | 0.00% | +580 | New |
| Old Second National Bank of Aurora | 808 | $49.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 560 | $48.0K | 0.01% | −2−0.4% | Reduced |
| Widmann Financial Services, Inc. | 546 | $46.0K | 0.04% | +546 | New |
| Valley National Advisers Inc | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 504 | $43.0K | 0.00% | +180+55.6% | Added |
| Washington Trust Advisors, Inc. | 500 | $43.0K | 0.00% | +500 | New |
| Patriot Financial Group Insurance Agency, LLC | 492 | $42.0K | 0.01% | −4,207−89.5% | Reduced |
| Raleigh Capital Management Inc. | 493 | $42.0K | 0.04% | +493 | New |
| AIA Group Ltd | 469 | $40.0K | 0.00% | −30,300−98.5% | Reduced |
| Brown Brothers Harriman & Co | 463 | $40.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 466 | $40.0K | 0.00% | +154+49.4% | Added |
| Pinnacle Bancorp, Inc. | 450 | $39.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 440 | $38.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $37.7K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 425 | $36.0K | 0.02% | +425 | New |
| Sutton Wealth Advisors Inc. | 409 | $35.1K | 0.01% | +32+8.5% | Added |