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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 3,540 | $340.0K | 0.03% | −119−3.3% | Reduced |
| Eudaimonia Advisors LLC | 3,542 | $341.0K | 0.20% | −152−4.1% | Reduced |
| Advisory Services Network, LLC | 3,570 | $344.0K | 0.01% | +327+10.1% | Added |
| Flputnam Investment Management Co | 3,597 | $346.0K | 0.01% | +246+7.3% | Added |
| Coldstream Capital Management Inc | 3,605 | $347.0K | 0.01% | +357+11.0% | Added |
| ICA Group Wealth Management, LLC | 3,978 | $347.0K | 0.07% | +3,978 | New |
| Bowman & Co S.C. | 3,615 | $348.0K | 0.27% | 00.0% | Unchanged |
| Proequities, Inc. | 3,662 | $352.0K | 0.03% | −2,079−36.2% | Reduced |
| Nauset Wealth Management. LLC | 3,672 | $353.0K | 0.28% | +3+0.1% | Added |
| Whalerock Point Partners, LLC | 3,680 | $353.8K | 0.13% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,686 | $354.0K | 0.09% | +3,686 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $355.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,745 | $360.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,746 | $360.0K | 0.01% | +724+24.0% | Added |
| Nwam LLC | 3,775 | $363.0K | 0.03% | −100−2.6% | Reduced |
| Signaturefd, LLC | 3,778 | $363.0K | 0.01% | +1,147+43.6% | Added |
| Fox Run Management, L.L.C. | 3,772 | $363.0K | 0.20% | +3,772 | New |
| Horizon Investments, LLC | 3,809 | $366.0K | 0.01% | +675+21.5% | Added |
| Southland Equity Partners LLC | 3,832 | $368.5K | 0.15% | +50+1.3% | Added |
| Accurate Wealth Management, LLC | 3,834 | $369.0K | 0.17% | −230−5.7% | Reduced |
| Wendell David Associates Inc | 3,850 | $370.0K | 0.04% | −3,850−50.0% | Reduced |
| Dearborn Partners LLC | 3,864 | $371.0K | 0.01% | −25−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,875 | $373.0K | 0.01% | −500−11.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 3,950 | $380.0K | 0.14% | 00.0% | Unchanged |
| SFMG, LLC | 3,959 | $381.0K | 0.04% | +190+5.0% | Added |
| IHT Wealth Management, LLC | 3,970 | $382.0K | 0.03% | −10.0% | Reduced |
| We Are One Seven, LLC | 4,032 | $388.0K | 0.04% | −10,813−72.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,040 | $388.0K | 0.08% | −141−3.4% | Reduced |
| Kinneret Advisory, LLC | 4,045 | $389.0K | 0.04% | +90+2.3% | Added |
| Wealthsource Partners, LLC | 4,088 | $393.0K | 0.03% | +4,088 | New |
| First American Trust, FSB | 4,135 | $397.0K | 0.05% | +9+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $398.0K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,171 | $400.0K | 0.00% | +228+5.8% | Added |
| Salem Investment Counselors Inc | 4,231 | $407.0K | 0.02% | +4,000+1,731.6% | Added |
| Johnson Investment Counsel Inc | 4,317 | $415.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,325 | $416.0K | 0.05% | −141−3.2% | Reduced |
| Eqis Capital Management, Inc. | 4,337 | $417.0K | 0.04% | +4,337 | New |
| Bridgefront Capital, LLC | 4,362 | $419.0K | 0.51% | +4,362 | New |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $425.0K | 0.32% | −825−15.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,447 | $429.0K | 0.03% | +50+1.1% | Added |
| Siemens Fonds Invest GmbH | 4,471 | $430.0K | 0.03% | +124+2.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $431.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,486 | $431.0K | 0.12% | +4,486 | New |
| EP Wealth Advisors, LLC | 4,502 | $433.0K | 0.01% | +30+0.7% | Added |
| AlphaMark Advisors, LLC | 4,505 | $433.0K | 0.16% | +100+2.3% | Added |
| Stratos Wealth Partners, LTD. | 4,615 | $444.0K | 0.01% | −195−4.1% | Reduced |
| Prospera Financial Services Inc | 4,614 | $444.0K | 0.02% | +78+1.7% | Added |
| Exchange Traded Concepts, LLC | 4,640 | $446.0K | 0.01% | +119+2.6% | Added |
| Integrated Advisors Network LLC | 4,648 | $447.0K | 0.03% | −125−2.6% | Reduced |
| Visionary Wealth Advisors | 4,657 | $448.0K | 0.04% | −298−6.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,658 | $448.0K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,665 | $449.0K | 0.01% | +192+4.3% | Added |
| Cullen Capital Management LLC | 4,696 | $451.0K | 0.00% | −1,632,857−99.7% | Reduced |
| Cypress Capital Group | 4,717 | $453.0K | 0.06% | +467+11.0% | Added |
| Meeder Asset Management Inc | 4,714 | $453.0K | 0.02% | +4,714 | New |
| River & Mercantile Investments Ltd | 4,706 | $453.0K | 0.10% | +4,706 | New |
| Pettyjohn, Wood & White, Inc | 4,719 | $454.0K | 0.10% | −225−4.6% | Reduced |
| Texas Yale Capital Corp. | 4,736 | $455.0K | 0.02% | −1,406−22.9% | Reduced |
| LCNB Corp | 4,735 | $455.0K | 0.21% | 00.0% | Unchanged |
| Glenview Trust Co | 4,733 | $455.0K | 0.01% | +1,145+31.9% | Added |
| Spire Wealth Management | 4,829 | $464.0K | 0.01% | −748−13.4% | Reduced |
| Tower Bridge Advisors | 4,850 | $466.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,291 | $468.0K | 0.04% | +5,291 | New |
| Investment Advisory Group, LLC | 4,927 | $474.0K | 0.29% | +4,927 | New |
| Brinker Capital Investments, LLC | 4,962 | $477.0K | 0.01% | +196+4.1% | Added |
| Checchi Capital Advisers, LLC | 4,983 | $479.0K | 0.05% | +356+7.7% | Added |
| Veriti Management LLC | 4,999 | $481.0K | 0.06% | +492+10.9% | Added |
| Cresset Asset Management, LLC | 5,044 | $485.0K | 0.01% | +125+2.5% | Added |
| Wetherby Asset Management Inc | 5,048 | $485.0K | 0.03% | +243+5.1% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $486.0K | 0.37% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 5,105 | $491.0K | 0.28% | −780−13.3% | Reduced |
| Laurion Capital Management LP | 5,109 | $491.0K | 0.01% | +5,109 | New |
| Tokio Marine Asset Management Co Ltd | 5,151 | $495.0K | 0.04% | +512+11.0% | Added |
| Donaldson Capital Management, LLC | 5,165 | $497.0K | 0.02% | +522+11.2% | Added |
| CWM, LLC | 5,204 | $500.0K | 0.00% | +1,520+41.3% | Added |
| Cutter & CO Brokerage, Inc. | 5,223 | $502.0K | 0.15% | +18+0.3% | Added |
| Sequoia Financial Advisors, LLC | 5,254 | $505.0K | 0.01% | +1,373+35.4% | Added |
| Orion Capital Management LLC | 5,290 | $509.0K | 0.31% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,359 | $515.0K | 0.09% | −20.0% | Reduced |
| Regal Investment Advisors LLC | 5,352 | $515.0K | 0.05% | +2,741+105.0% | Added |
| Level Four Advisory Services, LLC | 5,421 | $521.0K | 0.04% | −108−2.0% | Reduced |
| Versor Investments LP | 5,500 | $529.0K | 0.02% | +2,100+61.8% | Added |
| Greenleaf Trust | 5,533 | $532.0K | 0.01% | +821+17.4% | Added |
| Ameritas Investment Partners, Inc. | 5,553 | $534.0K | 0.02% | −223−3.9% | Reduced |
| Financial Counselors Inc | 5,600 | $538.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,647 | $543.0K | 0.05% | +5,647 | New |
| American Research & Management Co. | 5,700 | $548.0K | 0.12% | −300−5.0% | Reduced |
| HighTower Trust Services, LTA | 5,752 | $553.0K | 0.05% | −36−0.6% | Reduced |
| Investment Advisory Services Inc | 5,782 | $556.0K | 0.31% | 00.0% | Unchanged |
| Bailard, Inc. | 5,813 | $559.0K | 0.02% | +5,813 | New |
| Balentine LLC | 5,925 | $570.0K | 0.02% | +5,925 | New |
| Veritable, L.P. | 5,951 | $572.0K | 0.01% | +314+5.6% | Added |
| Atom Investors LP | 5,982 | $575.0K | 0.27% | +2,607+77.2% | Added |
| Hartline Investment Corp | 6,952 | $578.0K | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,043 | $581.0K | 0.00% | −1,244−17.1% | Reduced |
| Values First Advisors, Inc. | 6,052 | $582.0K | 0.37% | +241+4.1% | Added |
| Edgestream Partners, L.P. | 6,057 | $582.0K | 0.05% | +6,057 | New |
| ExodusPoint Capital Management, LP | 6,091 | $586.0K | 0.01% | +6,091 | New |
| AlphaCrest Capital Management LLC | 6,123 | $589.0K | 0.03% | −5,923−49.2% | Reduced |
| Federated Hermes, Inc. | 6,215 | $597.0K | 0.00% | +2,789+81.4% | Added |