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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.

Q1 2022 vs. Q4 2021

How the institutions holding Welltower Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WELL: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders80713847+53
Shares426.3M44.1K440.7M+14.4M (+3.4%)
Value$36.5B$4.02M$42.3B+$5.75B (+15.7%)

13 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Welltower Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 105 by value.

Institutions new to WELL in Q1 2022
InstitutionSharesValue% of portfolio
Senator Investment Group LP1,015,000$97.6M3.03%
Border to Coast Pensions Partnership Ltd636,589$61.1M1.74%
CIBC World Markets Corp245,579$23.6M0.19%
Amalgamated Financial Corp.109,521$10.5M0.08%
Schonfeld Strategic Advisors LLC77,083$7.41M0.08%
Liberty Mutual Group Asset Management Inc.75,029$7.21M0.25%
Gillson Capital LP73,500$7.07M0.56%
Highland Capital Management, LLC58,010$5.58M0.33%
Bamco Inc39,757$3.82M0.01%
Achmea Investment Management B.V.32,194$3.10M0.08%
FORA Capital, LLC27,477$2.69M0.48%
Ossiam25,292$2.43M0.06%
Marshall Wace, LLP24,100$2.32M0.00%
Cubist Systematic Strategies, LLC21,800$2.10M0.02%
Bayesian Capital Management, LP18,700$1.80M0.27%
M Holdings Securities, Inc.18,667$1.79M0.14%
Connor, Clark & Lunn Investment Management Ltd.16,678$1.60M0.01%
Eudaimonia Partners, LLC14,351$1.38M0.23%
Echo Street Capital Management LLC13,912$1.34M0.01%
BI Asset Management Fondsmaeglerselskab A/S12,380$1.19M0.05%
Atria Wealth Solutions, Inc.12,367$1.19M0.02%
Natixis Investment Managers International11,010$1.06M0.02%
Y-Intercept (Hong Kong) Ltd10,834$1.04M0.24%
AGF Investments LLC10,011$962.0K0.08%
Aaron Wealth Advisors82,584$859.0K0.02%
Money Concepts Capital Corp7,180$690.0K0.04%
Illinois Municipal Retirement Fund6,443$619.0K0.02%
ExodusPoint Capital Management, LP6,091$586.0K0.01%
Edgestream Partners, L.P.6,057$582.0K0.05%
Balentine LLC5,925$570.0K0.02%
Bailard, Inc.5,813$559.0K0.02%
Point72 Hong Kong Ltd5,647$543.0K0.05%
Laurion Capital Management LP5,109$491.0K0.01%
Investment Advisory Group, LLC4,927$474.0K0.29%
Global Retirement Partners, LLC5,291$468.0K0.04%
Meeder Asset Management Inc4,714$453.0K0.02%
River & Mercantile Investments Ltd4,706$453.0K0.10%
Pearl River Capital, LLC4,486$431.0K0.12%
Bridgefront Capital, LLC4,362$419.0K0.51%
Eqis Capital Management, Inc.4,337$417.0K0.04%
Wealthsource Partners, LLC4,088$393.0K0.03%
Fox Run Management, L.L.C.3,772$363.0K0.20%
Fund Management at Engine No. 1 LLC3,686$354.0K0.09%
ICA Group Wealth Management, LLC3,978$347.0K0.07%
Redhawk Wealth Advisors, Inc.3,326$320.0K0.08%
First International Bank & Trust3,290$316.0K0.11%
Heritage Trust Co3,182$306.0K0.04%
Gsa Capital Partners LLP3,142$302.0K0.04%
Oak Thistle LLC3,135$301.0K0.16%
Private Capital Management LLC3,119$300.0K0.10%
Jump Financial, LLC2,918$281.0K0.01%
XTX Topco Ltd2,882$277.0K0.12%
Ninepoint Partners LP2,807$270.0K0.06%
Western Wealth Management, LLC2,505$241.0K0.01%
Fiduciary Trust Co2,495$240.0K0.00%
AlphaCore Capital LLC2,485$239.0K0.09%
Two Sigma Securities, LLC2,458$236.0K0.03%
Schechter Investment Advisors, LLC2,413$232.0K0.02%
Pinnacle Wealth Planning Services, Inc.2,388$230.0K0.04%
Sheets Smith Wealth Management2,327$224.0K0.03%
Planned Solutions, Inc.2,307$222.0K0.16%
West Family Investments, Inc.2,287$220.0K0.06%
Schneider Downs Wealth Management Advisors, LP2,235$215.0K0.05%
Strategic Blueprint, LLC2,212$213.0K0.02%
Ledyard National Bank2,179$209.0K0.02%
GM Advisory Group, Inc.2,175$209.0K0.02%
Zeke Capital Advisors, LLC2,152$207.0K0.01%
Dynamic Technology Lab Private Ltd2,151$207.0K0.02%
Bahl & Gaynor Inc2,131$205.0K0.00%
SNS Financial Group, LLC2,107$203.0K0.02%
Equitable Holdings, Inc.2,099$202.0K0.00%
Northcape Wealth Management, LLC2,098$202.0K0.06%
Woodmont Investment Counsel LLC2,094$201.0K0.02%
Keel Point, LLC2,088$201.0K0.03%
FAI Wealth Management1,500$144.0K0.12%
Bank Julius Baer & Co. Ltd, Zurich1,100$106.0K0.00%
DeDora Capital, Inc.1,037$100.0K0.04%
Migdal Insurance & Financial Holdings Ltd.982$96.0K0.00%
Covington Capital Management975$94.0K0.00%
Beacon Capital Management, LLC865$82.0K0.02%
Fairfield Financial Advisors, LTD841$80.9K0.03%
GHP Investment Advisors, Inc.743$71.0K0.00%
TCWP LLC730$70.0K0.01%
Oliver Lagore Vanvalin Investment Group525$51.0K0.03%
Annapolis Financial Services, LLC500$48.0K0.02%
Trustcore Financial Services, LLC442$42.0K0.00%
Disciplined Investments, LLC387$37.0K0.02%
Clear Street Markets LLC379$36.0K0.01%
Holloway Wealth Management, LLC–$24.0K0.01%
Riverview Trust Co230$22.0K0.02%
Bank of New Hampshire182$17.0K0.00%
Hazlett, Burt & Watson, Inc.142$14.0K0.01%
Heritage Wealth Management, LLC120$12.0K0.00%
Benjamin Edwards Inc66$6.00K0.00%
Estabrook Capital Management60$5.77K0.00%
Bartlett & Co. LLC50$5.00K0.00%
Bartlett & Co. Wealth Management LLC50$4.81K0.00%
Atticus Wealth Management, LLC38$4.00K0.00%
Thompson Siegel & Walmsley LLC32$3.00K0.00%
American National Bank28$3.00K0.00%

Sold out (52)

Institutions that held Welltower Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WELL in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Capitolis Advisors LLC815,720$70.0M
Tobias Financial Advisors, Inc.520,205$44.6M
Ranger Global Real Estate Advisors, LLC297,501$25.5M
Ascent Group, LLC55,821$4.88M
SG3 Management, LLC52,553$4.51M
Advisors Asset Management, Inc.44,076$3.78M
Twinbeech Capital LP26,040$2.23M
FDx Advisors, Inc.23,540$2.02M
Mirabella Financial Services LLP18,000$1.54M
Engineers Gate Manager LP13,118$1.13M
Atria Investments LLC11,792$1.01M
Silvercrest Asset Management Group LLC11,520$988.0K
Full18 Capital LLC9,876$794.0K
GWM Advisors LLC7,845$673.0K
Bluefin Capital Management, LLC6,300$540.0K
Caxton Associates LP5,503$472.0K
Canandaigua National Corp4,308$369.0K
Koshinski Asset Management, Inc.3,669$314.7K
Weil Company, Inc.3,078$264.0K
Engine No. 1 LLC2,980$256.0K
Wealthspire Advisors, LLC2,962$254.0K
SeaCrest Wealth Management, LLC2,899$249.0K
Chicago Trust Co NA2,850$244.0K
Archford Capital Strategies, LLC2,773$238.0K
Cerity Partners LLC2,618$225.0K
NuWave Investment Management, LLC2,608$224.0K
Advisor Resource Council2,548$218.0K
CFM Wealth Partners LLC2,525$216.0K
V Wealth Advisors LLC2,415$207.0K
Moseley Investment Management Inc2,351$202.0K
Mystic Asset Management, Inc.1,340$114.0K
CoreFirst Bank & Trust1,000$86.0K
Barrett Asset Management, LLC761$65.0K
Widmann Financial Services, Inc.546$46.0K
FSB Premier Wealth Management, Inc.425$36.0K
Equitec Proprietary Markets, LLC236$20.0K
Sandy Spring Bank220$19.0K
GPS Wealth Strategies Group, LLC195$17.0K
JFS Wealth Advisors, LLC172$15.0K
William Allan, LLC169$14.0K
Paloma Partners Management Co144$12.0K
Level Financial Advisors, Inc.130$11.0K
Delta Asset Management LLC100$9.00K
Trust Co of Vermont100$9.00K
Tortoise Investment Management, LLC99$8.00K
Amplius Wealth Advisors, LLC78$6.00K
Arrow Financial Corp59$5.00K
Stephens Consulting, LLC51$4.37K
Tfo-TDC, LLC40$3.00K
Horizon Financial Services, LLC25$2.14K
Arlington Partners LLC21$2.00K
Cassady Schiller Wealth Management, LLC14$1.00K

Not filed for Q1 2022 yet (13)

Institutions that held Welltower Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden7,700$660.0K
AlphaCentric Advisors LLC7,500$643.0K
First Midwest Bank Trust Division5,671$486.0K
Mission Financial Group, LLC2,424$450.0K
Tdam USA Inc.4,996$429.0K
Crescent Capital Consulting, LLC4,586$393.0K
Mosaic Family Wealth, LLC3,500$300.0K
NEXT Financial Group, Inc3,198$274.0K
Carroll Financial Associates, Inc.2,499$210.0K
Harbour Investments, Inc.1,315$113.0K
Bell Investment Advisors, Inc308$26.0K
Castle Financial & Retirement Planning Associates, Inc.300$24.0K
Reilly Financial Advisors, LLC84$7.00K