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 |
|---|---|---|---|---|---|
| MUFG Americas Holdings Corp | 327 | $31.0K | 0.00% | −177−35.1% | Reduced |
| SRS Capital Advisors, Inc. | 318 | $31.0K | 0.00% | −49−13.4% | Reduced |
| First Bank & Trust | 319 | $31.0K | 0.01% | −5−1.5% | Reduced |
| Piscataqua Savings Bank | 338 | $32.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 330 | $32.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 342 | $33.0K | 0.01% | +2+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 339 | $33.0K | 0.02% | +46+15.7% | Added |
| Clear Street Markets LLC | 379 | $36.0K | 0.01% | +379 | New |
| Disciplined Investments, LLC | 387 | $37.0K | 0.02% | +387 | New |
| Patriot Financial Group Insurance Agency, LLC | 412 | $40.0K | 0.01% | −80−16.3% | Reduced |
| Sutton Wealth Advisors Inc. | 421 | $40.5K | 0.01% | +12+2.9% | Added |
| Raleigh Capital Management Inc. | 433 | $42.0K | 0.02% | −60−12.2% | Reduced |
| Trustcore Financial Services, LLC | 442 | $42.0K | 0.00% | +442 | New |
| Atlas Capital Advisors LLC | 439 | $42.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $43.0K | 0.00% | −50−10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $43.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 466 | $45.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $48.0K | 0.00% | −333−40.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 495 | $48.0K | 0.04% | −96−16.2% | Reduced |
| Valley National Advisers Inc | 500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $48.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $48.0K | 0.02% | +500 | New |
| Semmax Financial Advisors Inc. | – | $49.0K | 0.02% | – | – |
| Tarbox Family Office, Inc. | 521 | $50.0K | 0.01% | −39−7.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 525 | $51.0K | 0.03% | +525 | New |
| Massmutual Trust Co FSB | 580 | $56.0K | 0.00% | −476−45.1% | Reduced |
| Focused Wealth Management, Inc | 586 | $56.0K | 0.01% | +1+0.2% | Added |
| Caldwell Trust Co | 610 | $58.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 647 | $62.0K | 0.00% | +7+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 657 | $63.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $67.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $67.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 730 | $70.0K | 0.01% | +730 | New |
| Webster Bank, N. A. | 740 | $71.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 743 | $71.0K | 0.00% | +743 | New |
| Parkside Financial Bank & Trust | 785 | $75.0K | 0.02% | −2,196−73.7% | Reduced |
| Harvest Fund Management Co., Ltd | 782 | $75.0K | 0.02% | −218−21.8% | Reduced |
| Zions Bancorporation, N.A. | 795 | $76.0K | 0.01% | +23+3.0% | Added |
| Old Second National Bank of Aurora | 808 | $77.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 803 | $77.2K | 0.02% | −250−23.7% | Reduced |
| CVA Family Office, LLC | 825 | $79.0K | 0.02% | −13−1.6% | Reduced |
| Fairfield Financial Advisors, LTD | 841 | $80.9K | 0.03% | +841 | New |
| TCTC Holdings, LLC | 850 | $82.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $82.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 865 | $82.0K | 0.02% | +865 | New |
| Gradient Investments LLC | 889 | $85.0K | 0.00% | +75+9.2% | Added |
| Cutler Group LP | 902 | $86.0K | 0.01% | +900+45,000.0% | Added |
| Private Ocean, LLC | 910 | $87.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 900 | $88.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 930 | $89.0K | 0.01% | +430+86.0% | Added |
| Rosenberg Matthew Hamilton | 952 | $92.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 973 | $94.0K | 0.06% | 00.0% | Unchanged |
| Covington Capital Management | 975 | $94.0K | 0.00% | +975 | New |
| Sargent Bickham Lagudis LLC | 1,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 982 | $96.0K | 0.00% | +982 | New |
| DeDora Capital, Inc. | 1,037 | $100.0K | 0.04% | +1,037 | New |
| Kistler-Tiffany Companies, LLC | 1,073 | $103.0K | 0.02% | +295+37.9% | Added |
| Evoke Wealth, LLC | 1,089 | $105.0K | 0.00% | −107−8.9% | Reduced |
| Washington Trust Co | 1,090 | $105.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $106.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $106.0K | 0.00% | +1,100 | New |
| Bedel Financial Consulting, Inc. | 1,153 | $111.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $111.0K | 0.10% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,193 | $115.0K | 0.04% | +20+1.7% | Added |
| Key Financial Inc | 1,231 | $118.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,232 | $118.0K | 0.01% | +37+3.1% | Added |
| Accel Wealth Management | 1,212 | $119.0K | 0.06% | +2+0.2% | Added |
| Capital Analysts, LLC | 1,258 | $121.0K | 0.01% | −305−19.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,262 | $121.0K | 0.01% | −240−16.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,276 | $122.0K | 0.07% | −1,694−57.0% | Reduced |
| Private Capital Group, LLC | 1,272 | $122.0K | 0.03% | −19−1.5% | Reduced |
| Creative Financial Designs Inc | 1,271 | $122.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,306 | $125.0K | 0.01% | −4,919−79.0% | Reduced |
| Ellevest, Inc. | 1,334 | $128.0K | 0.01% | −2,267−63.0% | Reduced |
| PSI Advisors, LLC | 1,366 | $131.0K | 0.05% | −65−4.5% | Reduced |
| Allworth Financial LP | 1,388 | $133.0K | 0.00% | +292+26.6% | Added |
| Optimum Investment Advisors | 1,400 | $135.0K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,440 | $138.0K | 0.02% | +24+1.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,439 | $138.3K | 0.00% | +549+61.7% | Added |
| HHM Wealth Advisors, LLC | 1,454 | $140.0K | 0.03% | +154+11.8% | Added |
| Hanson & Doremus Investment Management | 1,500 | $144.0K | 0.03% | 00.0% | Unchanged |
| FAI Wealth Management | 1,500 | $144.0K | 0.12% | +1,500 | New |
| Clearstead Advisors, LLC | 1,524 | $147.0K | 0.01% | +1+0.1% | Added |
| Capstone Investment Advisors, LLC | 1,553 | $149.0K | 0.00% | +973+167.8% | Added |
| Ellis Investment Partners, LLC | 1,565 | $150.0K | 0.04% | +11+0.7% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $152.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,561 | $152.7K | 0.00% | +44+2.9% | Added |
| Group One Trading, L.P. | 1,601 | $154.0K | 0.00% | −2,313−59.1% | Reduced |
| Motco | 1,668 | $160.0K | 0.01% | −139−7.7% | Reduced |
| National Bank of Canada | 1,676 | $161.0K | 0.00% | +112+7.2% | Added |
| Glassman Wealth Services | 1,729 | $166.0K | 0.03% | +57+3.4% | Added |
| First Horizon Advisors, Inc. | 1,860 | $179.0K | 0.01% | +170+10.1% | Added |
| Lindbrook Capital, LLC | 1,886 | $181.0K | 0.03% | +1,067+130.3% | Added |
| Lazard Asset Management LLC | 1,949 | $187.0K | 0.00% | −2,243−53.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,999 | $192.0K | 0.04% | −332−14.2% | Reduced |
| FourThought Financial, LLC | 2,007 | $193.0K | 0.02% | −657−24.7% | Reduced |
| Woodmont Investment Counsel LLC | 2,094 | $201.0K | 0.02% | +2,094 | New |
| Keel Point, LLC | 2,088 | $201.0K | 0.03% | +2,088 | New |
| Parallel Advisors, LLC | 2,063 | $202.0K | 0.01% | +111+5.7% | Added |