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Livermore
ZHEN

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.

Institutional holdersQ1 2022: 847 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 heldQ1 2022: $42.3B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2021.

Institutions holding WELL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Equitable Holdings, Inc.2,099$202.0K0.00%+2,099New
Northcape Wealth Management, LLC2,098$202.0K0.06%+2,098New
SNS Financial Group, LLC2,107$203.0K0.02%+2,107New
Bahl & Gaynor Inc2,131$205.0K0.00%+2,131New
Ashton Thomas Private Wealth, LLC2,137$205.5K0.02%−493−18.7%Reduced
Zeke Capital Advisors, LLC2,152$207.0K0.01%+2,152New
Dynamic Technology Lab Private Ltd2,151$207.0K0.02%+2,151New
Sterling Investment Advisors, Ltd.2,175$209.0K0.06%00.0%Unchanged
Ledyard National Bank2,179$209.0K0.02%+2,179New
GM Advisory Group, Inc.2,175$209.0K0.02%+2,175New
Tobam2,184$210.0K0.01%+758+53.2%Added
Pflug Koory, LLC2,215$213.0K0.11%00.0%Unchanged
Strategic Blueprint, LLC2,212$213.0K0.02%+2,212New
Vahanian & Associates Financial Planning Inc.2,227$214.0K0.49%−3,854−63.4%Reduced
Schneider Downs Wealth Management Advisors, LP2,235$215.0K0.05%+2,235New
West Family Investments, Inc.2,287$220.0K0.06%+2,287New
Twelve Points Wealth Management LLC2,303$221.0K0.17%−552−19.3%Reduced
Planned Solutions, Inc.2,307$222.0K0.16%+2,307New
Vectors Research Management, LLC2,327$224.0K0.05%−75−3.1%Reduced
Jackson Square Capital, LLC2,330$224.0K0.07%00.0%Unchanged
Sheets Smith Wealth Management2,327$224.0K0.03%+2,327New
MTM Investment Management, LLC2,350$226.0K0.11%00.0%Unchanged
Blue Fin Capital, Inc.2,375$228.0K0.07%00.0%Unchanged
Kavar Capital Partners Group, LLC2,370$228.0K0.05%00.0%Unchanged
Hudock, Inc.2,371$228.0K0.06%+6+0.3%Added
Nations Financial Group Inc,2,378$229.0K0.03%−88−3.6%Reduced
J.W. Cole Advisors, Inc.2,380$229.0K0.02%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,388$230.0K0.04%+2,388New
Vestmark Advisory Solutions, Inc.2,398$231.0K0.01%−19,863−89.2%Reduced
Clifford Swan Investment Counsel LLC2,406$231.0K0.01%−23−0.9%Reduced
HNP Capital LLC2,402$231.0K0.05%00.0%Unchanged
Schechter Investment Advisors, LLC2,413$232.0K0.02%+2,413New
Prudent Man Advisors, LLC2,434$234.0K0.09%−23−0.9%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$236.0K0.07%00.0%Unchanged
Two Sigma Securities, LLC2,458$236.0K0.03%+2,458New
FineMark National Bank & Trust2,472$238.0K0.01%00.0%Unchanged
Horizon Wealth Management, LLC2,478$238.0K0.07%+17+0.7%Added
Walter & Keenan Financial Consulting Co2,484$239.0K0.08%00.0%Unchanged
AlphaCore Capital LLC2,485$239.0K0.09%+2,485New
Fiduciary Trust Co2,495$240.0K0.00%+2,495New
Western Wealth Management, LLC2,505$241.0K0.01%+2,505New
Sound View Wealth Advisors Group, LLC2,522$242.0K0.05%00.0%Unchanged
Hilltop Holdings Inc.2,521$243.0K0.03%−441−14.9%Reduced
Wharton Business Group, LLC2,555$246.0K0.01%00.0%Unchanged
National Asset Management, Inc.2,569$247.0K0.01%−541−17.4%Reduced
Bollard Group LLC2,565$247.0K0.01%+11+0.4%Added
CoreCap Advisors, LLC2,579$248.0K0.02%00.0%Unchanged
Comerica Securities,inc.2,591$249.0K0.02%−10,633−80.4%Reduced
Rehmann Capital Advisory Group2,629$252.8K0.02%+18+0.7%Added
Tudor Investment Corp Et Al2,692$259.0K0.01%−4,425−62.2%Reduced
Blueprint Investment Partners LLC2,693$259.0K0.07%−1,584−37.0%Reduced
Moloney Securities Asset Management, LLC2,699$260.0K0.05%+3+0.1%Added
Dorsey & Whitney Trust CO LLC2,739$263.0K0.02%+112+4.3%Added
Bard Financial Services, Inc.2,775$267.0K0.02%−7,175−72.1%Reduced
Great Valley Advisor Group, Inc.2,822$268.0K0.02%+10.0%Added
Barnes Pettey Financial Advisors, LLC2,802$269.0K0.33%00.0%Unchanged
Ninepoint Partners LP2,807$270.0K0.06%+2,807New
XTX Topco Ltd2,882$277.0K0.12%+2,882New
Morningstar Investment Services LLC2,836$278.0K0.00%−1,610−36.2%Reduced
Commons Capital, LLC2,899$279.0K0.30%+14+0.5%Added
Jump Financial, LLC2,918$281.0K0.01%+2,918New
Marcum Wealth, LLC2,965$285.0K0.04%−2,011−40.4%Reduced
Keystone Financial Group2,966$285.0K0.05%00.0%Unchanged
M&G Investment Management Ltd2,974$286.0K0.00%00.0%Unchanged
Mirova2,981$286.0K0.04%−2−0.1%Reduced
Shelton Capital Management2,992$288.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC3,000$288.0K0.05%00.0%Unchanged
IFG Advisory, LLC3,041$292.0K0.03%−4,252−58.3%Reduced
Atlantic Trust, LLC3,040$292.0K0.19%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC3,021$296.0K0.16%00.0%Unchanged
Financial Advocates Investment Management3,082$296.0K0.02%+501+19.4%Added
Van Hulzen Asset Management, LLC3,100$298.0K0.03%00.0%Unchanged
Private Capital Management LLC3,119$300.0K0.10%+3,119New
American Portfolios Advisors3,128$300.7K0.01%−10.0%Reduced
Oak Thistle LLC3,135$301.0K0.16%+3,135New
Gsa Capital Partners LLP3,142$302.0K0.04%+3,142New
First Affirmative Financial Network3,166$304.0K0.29%−14−0.4%Reduced
Heritage Trust Co3,182$306.0K0.04%+3,182New
Proficio Capital Partners LLC3,194$307.0K0.05%+138+4.5%Added
Regentatlantic Capital LLC3,202$308.0K0.01%−270−7.8%Reduced
Beech Hill Advisors, Inc.3,250$312.0K0.13%−500−13.3%Reduced
Davenport & Co LLC3,254$313.0K0.00%−101−3.0%Reduced
Quadrant Capital Group LLC3,292$316.0K0.04%+210+6.8%Added
First International Bank & Trust3,290$316.0K0.11%+3,290New
Legacy Wealth Asset Management, LLC3,319$319.0K0.11%+130+4.1%Added
9258 Wealth Management, LLC3,330$320.0K0.07%−872−20.8%Reduced
Redhawk Wealth Advisors, Inc.3,326$320.0K0.08%+3,326New
Clarius Group, LLC3,749$322.0K0.03%00.0%Unchanged
Alpha Paradigm Partners, LLC3,376$325.0K0.13%−2,429−41.8%Reduced
Boston Private Wealth LLC3,385$326.0K0.00%+40+1.2%Added
Stonnington Group, LLC3,410$329.0K0.08%+200+6.2%Added
Sentry Investment Management LLC3,435$330.0K0.11%−578−14.4%Reduced
Valeo Financial Advisors, LLC3,433$330.0K0.02%+173+5.3%Added
Moors & Cabot, Inc.3,452$332.0K0.02%+92+2.7%Added
Kingsview Wealth Management, LLC3,494$336.0K0.01%−270−7.2%Reduced
Bluestein R H & Co3,500$336.0K0.01%00.0%Unchanged
Somerville Kurt F3,500$336.0K0.05%00.0%Unchanged
Conning Inc.3,513$338.0K0.01%−681−16.2%Reduced
Whittier Trust Co of Nevada Inc3,516$338.0K0.01%−200−5.4%Reduced
Bogart Wealth, LLC3,524$339.0K0.03%+1,336+61.1%Added