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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 6,294 | $605.0K | 0.05% | −1,600−20.3% | Reduced |
| Farmers & Merchants Investments Inc | 6,292 | $605.0K | 0.02% | −151−2.3% | Reduced |
| Sara-Bay Financial | 6,334 | $609.0K | 0.24% | +63+1.0% | Added |
| Illinois Municipal Retirement Fund | 6,443 | $619.0K | 0.02% | +6,443 | New |
| Jones Financial Companies LLLP | 6,446 | $620.0K | 0.00% | −181−2.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,484 | $623.0K | 0.43% | +45+0.7% | Added |
| Toroso Investments, LLC | 6,548 | $630.0K | 0.02% | +1,553+31.1% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $632.0K | 0.35% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,691 | $643.0K | 0.36% | −73−1.1% | Reduced |
| Metis Global Partners, LLC | 6,884 | $661.0K | 0.08% | +3,194+86.6% | Added |
| IBM Retirement Fund | 6,896 | $663.0K | 0.09% | −139−2.0% | Reduced |
| IFP Advisors, Inc | 10,925 | $664.0K | 0.01% | +6,462+144.8% | Added |
| Corient Capital Partners, LLC | 6,919 | $665.0K | 0.04% | +937+15.7% | Added |
| Associated Banc-Corp | 6,931 | $666.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,155 | $687.0K | 0.01% | +137+2.0% | Added |
| Money Concepts Capital Corp | 7,180 | $690.0K | 0.04% | +7,180 | New |
| Hendershot Investments Inc. | 7,202 | $692.0K | 0.11% | 00.0% | Unchanged |
| Lincoln National Corp | 7,287 | $701.0K | 0.01% | +856+13.3% | Added |
| IndexIQ Advisors LLC | 7,344 | $706.0K | 0.02% | +269+3.8% | Added |
| Abeille Asset Management SA | 7,407 | $712.0K | 0.02% | −212−2.8% | Reduced |
| TD Private Client Wealth LLC | 7,555 | $726.3K | 0.03% | +555+7.9% | Added |
| Stiles Financial Services Inc | 7,559 | $727.0K | 0.36% | +43+0.6% | Added |
| Summit Financial Group Inc | 7,618 | $732.0K | 0.25% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,635 | $734.0K | 0.02% | +381+5.3% | Added |
| Cigna Investments Inc | 7,683 | $738.0K | 0.09% | −2,122−21.6% | Reduced |
| Park Avenue Securities LLC | 7,771 | $747.0K | 0.01% | +341+4.6% | Added |
| Snowden Capital Advisors LLC | 7,812 | $751.0K | 0.03% | +3,558+83.6% | Added |
| Madden Advisory Services, Inc. | 7,848 | $755.0K | 0.51% | −20−0.3% | Reduced |
| Huntington National Bank | 7,974 | $766.0K | 0.01% | −3,372−29.7% | Reduced |
| Monetary Management Group Inc | 8,075 | $776.0K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,303 | $798.0K | 0.02% | −657−7.3% | Reduced |
| AE Wealth Management LLC | 8,302 | $798.0K | 0.01% | +867+11.7% | Added |
| Koss-Olinger Consulting, LLC | 8,340 | $802.0K | 0.13% | −1,496−15.2% | Reduced |
| Sawtooth Solutions, LLC | 8,571 | $824.0K | 0.10% | +973+12.8% | Added |
| Ingalls & Snyder LLC | 8,626 | $829.0K | 0.04% | −2,000−18.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,678 | $834.0K | 0.03% | +100+1.2% | Added |
| Aaron Wealth Advisors | 82,584 | $859.0K | 0.02% | +82,584 | New |
| Warren Averett Asset Management, LLC | 8,987 | $864.0K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,100 | $875.0K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,111 | $876.0K | 0.00% | +1,960+27.4% | Added |
| Umb Bank N A | 9,159 | $881.0K | 0.01% | −1,057−10.3% | Reduced |
| Oxford Financial Group Ltd | 9,234 | $888.0K | 0.11% | −10,310−52.8% | Reduced |
| Resources Investment Advisors, LLC. | 9,241 | $888.0K | 0.03% | +395+4.5% | Added |
| Pacific Sun Financial Corp | 9,286 | $893.0K | 0.49% | +30+0.3% | Added |
| Naviter Wealth, LLC | 9,313 | $895.0K | 0.30% | −223−2.3% | Reduced |
| Wambolt & Associates, LLC | 9,654 | $944.0K | 0.34% | −206−2.1% | Reduced |
| Richwood Investment Advisors, LLC | 9,853 | $947.0K | 0.85% | −90−0.9% | Reduced |
| Lumbard & Kellner, LLC | 9,851 | $947.0K | 0.37% | +11+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 9,893 | $951.0K | 0.27% | +1,150+13.2% | Added |
| Jeppson Wealth Management, LLC | 9,958 | $957.0K | 0.45% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 10,000 | $961.0K | 0.10% | 00.0% | Unchanged |
| Wexford Capital LP | 10,007 | $962.0K | 0.20% | +7,007+233.6% | Added |
| AGF Investments LLC | 10,011 | $962.0K | 0.08% | +10,011 | New |
| Laurel Wealth Advisors, Inc. | 10,035 | $965.0K | 0.08% | −587−5.5% | Reduced |
| Cetera Investment Advisers | 10,097 | $971.0K | 0.01% | −2,321−18.7% | Reduced |
| Garrison Bradford & Associates Inc | 10,123 | $973.0K | 0.95% | −350−3.3% | Reduced |
| Atlantic Union Bankshares Corp | 10,125 | $973.0K | 0.09% | −25−0.2% | Reduced |
| Ethic Inc. | 10,450 | $1.00M | 0.07% | −10,035−49.0% | Reduced |
| Old North State Wealth Management, LLC | 10,505 | $1.01M | 1.01% | +81+0.8% | Added |
| Gray Wealth Management Inc. | 10,604 | $1.02M | 0.53% | −15−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,479 | $1.03M | 0.01% | −28,536−73.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,763 | $1.03M | 0.40% | +50.0% | Added |
| Cadent Capital Advisors, LLC | 10,792 | $1.04M | 0.47% | −1,104−9.3% | Reduced |
| Agf Investments Inc. | 10,823 | $1.04M | 0.01% | +1,214+12.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,834 | $1.04M | 0.24% | +10,834 | New |
| Profund Advisors LLC | 10,969 | $1.05M | 0.04% | −5,449−33.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,984 | $1.06M | 0.02% | +51+0.5% | Added |
| Natixis Investment Managers International | 11,010 | $1.06M | 0.02% | +11,010 | New |
| NFP Retirement, Inc. | 11,056 | $1.06M | 0.25% | −898−7.5% | Reduced |
| Stephens Inc | 11,156 | $1.07M | 0.02% | −5,807−34.2% | Reduced |
| Whittier Trust Co | 11,300 | $1.09M | 0.02% | +420+3.9% | Added |
| Bessemer Group Inc | 11,304 | $1.09M | 0.00% | +3,064+37.2% | Added |
| Meiji Yasuda Life Insurance Co | 11,573 | $1.11M | 0.02% | +130+1.1% | Added |
| Eaton Vance Management | 11,672 | $1.12M | 0.00% | +3,065+35.6% | Added |
| Banque Cantonale Vaudoise | 11,928 | $1.15M | 0.05% | +2,152+22.0% | Added |
| Abbrea Capital, LLC | 12,058 | $1.16M | 0.16% | +180+1.5% | Added |
| Independent Advisor Alliance | 12,216 | $1.17M | 0.06% | −5,546−31.2% | Reduced |
| Pendal Group Limited | 12,231 | $1.18M | 0.01% | −9,000−42.4% | Reduced |
| Brown Advisory Inc | 12,328 | $1.19M | 0.00% | −245−1.9% | Reduced |
| Atria Wealth Solutions, Inc. | 12,367 | $1.19M | 0.02% | +12,367 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,380 | $1.19M | 0.05% | +12,380 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,848 | $1.24M | 0.11% | +1,270+11.0% | Added |
| Schnieders Capital Management LLC | 12,969 | $1.25M | 0.30% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,169 | $1.27M | 0.02% | +965+7.9% | Added |
| Welch Group, LLC | 13,563 | $1.30M | 0.07% | +163+1.2% | Added |
| Advance Capital Management, Inc. | 13,588 | $1.31M | 0.16% | 00.0% | Unchanged |
| Intersect Capital LLC | 13,597 | $1.31M | 0.25% | +108+0.8% | Added |
| American National Insurance Co | 13,800 | $1.33M | 0.36% | −1,410−9.3% | Reduced |
| Echo Street Capital Management LLC | 13,912 | $1.34M | 0.01% | +13,912 | New |
| Advisor Partners LLC | 13,957 | $1.34M | 0.08% | +312+2.3% | Added |
| O'Rourke & Company, Inc | 14,169 | $1.36M | 0.94% | −834−5.6% | Reduced |
| Sumitomo Life Insurance Co | 14,241 | $1.37M | 0.03% | −521−3.5% | Reduced |
| Eudaimonia Partners, LLC | 14,351 | $1.38M | 0.23% | +14,351 | New |
| Forte Capital LLC | 16,237 | $1.39M | 0.18% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,884 | $1.43M | 0.04% | −2,439−14.1% | Reduced |
| Broderick Brian C | 15,000 | $1.44M | 0.37% | +5,090+51.4% | Added |
| Colony Group LLC | 15,026 | $1.45M | 0.02% | −30−0.2% | Reduced |
| Cetera Advisors LLC | 15,228 | $1.46M | 0.03% | +612+4.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.48M | 1.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 15,500 | $1.49M | 0.01% | 00.0% | Unchanged |