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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.

Institutional holdersQ4 2021: 807 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2021: $36.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2021.

Institutions holding WELL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Financial Private Client, LLC6$5150.00%00.0%Unchanged
JJJ Advisors Inc.4$00.00%00.0%Unchanged
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Avion Wealth3$00.00%00.0%Unchanged
Cutler Group LP2$00.00%+2New
Curi Capital3$00.00%+3New
Westside Investment Management, Inc.1,200––00.0%Unchanged
Plante Moran Financial Advisors, LLC0$00.00%−236−100.0%Sold out
HealthCor Management, L.P.0$00.00%−617,480−100.0%Sold out
LMR Partners LLP0$00.00%−367,235−100.0%Sold out
CIBC World Markets Corp0$00.00%−268,984−100.0%Sold out
Alberta Investment Management Corp0$00.00%−200,000−100.0%Sold out
Eii Capital Management, Inc.0$00.00%−75,300−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−52,351−100.0%Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−52,216−100.0%Sold out
HGK Asset Management Inc0$00.00%−48,274−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−45,705−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−40,911−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−25,200−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−24,524−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−22,536−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−14,769−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−14,567−100.0%Sold out
Bamco Inc0$00.00%−12,064−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−10,899−100.0%Sold out
Nomura Holdings Inc0$00.00%−10,616−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−8,493−100.0%Sold out
Exane Derivatives0$00.00%−7,127−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,846−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,714−100.0%Sold out
Jump Financial, LLC0$00.00%−5,000−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Ossiam0$00.00%−3,867−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−3,747−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−3,413−100.0%Sold out
DRW Securities, LLC0$00.00%−3,281−100.0%Sold out
Walleye Trading LLC0$00.00%−2,939−100.0%Sold out
Capula Management Ltd0$00.00%−2,900−100.0%Sold out
Centiva Capital, LP0$00.00%−2,753−100.0%Sold out
Hoylecohen, LLC0$00.00%−2,625−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,598−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−2,424−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,225−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−1,854−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−1,693−100.0%Sold out
Covington Capital Management0$00.00%−1,500−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−1,395−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−1,033−100.0%Sold out
CX Institutional0$00.00%−905−100.0%Sold out
Better Money Decisions, LLC0$00.00%−504−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−442−100.0%Sold out
Neo Ivy Capital Management0$00.00%−355−100.0%Sold out
Ade, LLC0$00.00%−153−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−150−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−125−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−100−100.0%Sold out
Pacitti Group Inc.0$00.00%−89−100.0%Sold out
Resolute Partners Group0$00.00%−80−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−50−100.0%Sold out
Bartlett & Co. LLC0$00.00%−50−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−50−100.0%Sold out
Ironwood Financial, llc0$00.00%−33−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−33−100.0%Sold out
MCF Advisors LLC0$00.00%−14−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−16−100.0%Sold out
Consolidated Planning Corp0$00.00%−6−100.0%Sold out
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Fma Advisory Inc––––Not filed
Eudaimonia Partners, LLC––––Not filed
World Asset Management Inc––––Not filed
Weather Gauge Advisory, LLC––––Not filed
Spotlight Asset Group, Inc.––––Not filed
HighPoint Advisor Group LLC––––Not filed
Covenant Multifamily Offices, LLC––––Not filed
BBVA USA––––Not filed
Berman Capital Advisors, LLC––––Not filed
Mercer Capital Advisers, Inc.––––Not filed
Wealth Quarterback LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Heritage Wealth Management, LLC––––Not filed
Sonora Investment Management, LLC––––Not filed