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, Q1 2022
Institutional positions in Welltower Inc. as of Mar 31, 2022. 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
- 847
- +53 vs. Q4 2021
- Shares held
- 440.7M
- +14.4M (+3.4%) vs. Q4 2021
- Total value
- $42.3B
- +$5.75B (+15.7%) vs. Q4 2021
- New holders
- 105
- 310 more added
- Sold out
- 52
- 278 more reduced
13 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,306 | $0 | 0.00% | +12,306 | New |
| Global Financial Private Client, LLC | 6 | $587 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.00K | 0.00% | −2,454−99.6% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | −334−96.5% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Concord Wealth Partners | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| GoalVest Advisory LLC | 10 | $1.00K | 0.00% | +10 | New |
| Lenox Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +8+61.5% | Added |
| Riggs Asset Managment Co. Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $2.00K | 0.00% | +8+53.3% | Added |
| GW&K Investment Management, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Exane Derivatives | 27 | $2.60K | 0.00% | +27 | New |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 32 | $3.00K | 0.00% | +32 | New |
| American National Bank | 28 | $3.00K | 0.00% | +28 | New |
| Fieldpoint Private Securities, LLC | 46 | $4.00K | 0.00% | −639−93.3% | Reduced |
| Lee Financial Co | 43 | $4.00K | 0.00% | −93−68.4% | Reduced |
| Clearview Wealth Advisors LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $4.81K | 0.00% | +50 | New |
| Country Trust Bank | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 54 | $5.00K | 0.00% | +4+8.0% | Added |
| Ci Investments Inc. | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 50 | $5.00K | 0.00% | +50 | New |
| Estabrook Capital Management | 60 | $5.77K | 0.00% | +60 | New |
| Front Row Advisors LLC | 58 | $6.00K | 0.00% | −29−33.3% | Reduced |
| Crewe Advisors LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $6.00K | 0.00% | +20+46.5% | Added |
| Benjamin Edwards Inc | 66 | $6.00K | 0.00% | +66 | New |
| Prestige Wealth Management Group LLC | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $7.02K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $10.0K | 0.00% | −35−25.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 106 | $10.2K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 110 | $10.6K | 0.00% | +10+10.0% | Added |
| Investors Research Corp | 116 | $11.0K | 0.00% | −135−53.8% | Reduced |
| Core Alternative Capital | 116 | $11.0K | 0.00% | +5+4.5% | Added |
| Professional Financial Advisors, LLC | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 123 | $12.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $12.0K | 0.00% | +120 | New |
| Selective Wealth Management, Inc. | 140 | $13.0K | 0.00% | −300−68.2% | Reduced |
| Center for Financial Planning, Inc. | 133 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 132 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $14.0K | 0.00% | −85−36.2% | Reduced |
| Monolith Advisors | 158 | $14.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $14.0K | 0.01% | +142 | New |
| Citizens National Bank Trust Department | 162 | $15.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 155 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 152 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 157 | $15.0K | 0.01% | +1+0.6% | Added |
| FinTrust Capital Advisors, LLC | 157 | $15.0K | 0.00% | +32+25.6% | Added |
| BDO Wealth Advisors, LLC | 166 | $16.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 184 | $17.0K | 0.00% | +116+170.6% | Added |
| Bank of New Hampshire | 182 | $17.0K | 0.00% | +182 | New |
| Asset Dedication, LLC | 198 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 192 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $18.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $18.0K | 0.00% | +43+29.9% | Added |
| Albion Financial Group | 200 | $19.0K | 0.00% | −407−67.1% | Reduced |
| Brown Brothers Harriman & Co | 194 | $19.0K | 0.00% | −269−58.1% | Reduced |
| HM Payson & Co | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $19.0K | 0.01% | +25+14.6% | Added |
| Surevest, LLC | 208 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $20.8K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 216 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $22.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 230 | $22.0K | 0.02% | +230 | New |
| Winch Advisory Services, LLC | 238 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 245 | $24.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $24.0K | 0.01% | – | New |
| Evermay Wealth Management LLC | 274 | $26.0K | 0.00% | −1,170−81.0% | Reduced |
| Aspire Private Capital, LLC | 287 | $28.0K | 0.01% | +2+0.7% | Added |
| Anchor Investment Management, LLC | 300 | $28.8K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 303 | $29.0K | 0.02% | −45−12.9% | Reduced |
| Larson Financial Group LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $29.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 298 | $29.0K | 0.02% | +147+97.4% | Added |