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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 15,595 | $1.50M | 0.20% | −1,612−9.4% | Reduced |
| Bard Associates Inc | 15,629 | $1.50M | 0.53% | −167−1.1% | Reduced |
| RDA Financial Network | 15,636 | $1.50M | 0.63% | −143−0.9% | Reduced |
| NTV Asset Management LLC | 15,988 | $1.54M | 0.26% | −10−0.1% | Reduced |
| Pathstone Family Office, LLC | 15,984 | $1.54M | 0.04% | +59+0.4% | Added |
| Sompo Asset Management Co., Ltd. | 16,340 | $1.57M | 0.34% | −390−2.3% | Reduced |
| Paradigm Asset Management Co LLC | 16,588 | $1.59M | 0.42% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 16,678 | $1.60M | 0.01% | +16,678 | New |
| Jupiter Asset Management Ltd | 16,735 | $1.61M | 0.02% | −5,414−24.4% | Reduced |
| Cascade Investment Advisors, Inc. | 17,085 | $1.64M | 1.00% | −210−1.2% | Reduced |
| Liberty Capital Management, Inc. | 17,283 | $1.66M | 0.49% | −604−3.4% | Reduced |
| Panagora Asset Management Inc | 17,381 | $1.67M | 0.01% | +4,962+40.0% | Added |
| Vestcor Inc | 17,725 | $1.70M | 0.06% | −10,426−37.0% | Reduced |
| Moody National Bank Trust Division | 17,843 | $1.72M | 0.05% | −1,410−7.3% | Reduced |
| Penserra Capital Management LLC | 17,890 | $1.72M | 0.04% | −2,198−10.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,994 | $1.73M | 0.06% | +185+1.0% | Added |
| Wesbanco Bank Inc | 18,302 | $1.76M | 0.07% | −658−3.5% | Reduced |
| Fred Alger Management, LLC | 18,370 | $1.77M | 0.01% | +1,307+7.7% | Added |
| Fort Washington Investment Advisors Inc | 18,530 | $1.78M | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 18,667 | $1.79M | 0.14% | +18,667 | New |
| Bayesian Capital Management, LP | 18,700 | $1.80M | 0.27% | +18,700 | New |
| Aevitas Wealth Management, Inc. | 19,093 | $1.84M | 1.12% | −179−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,216 | $1.85M | 0.04% | −3,140−14.0% | Reduced |
| AIA Group Ltd | 19,263 | $1.85M | 0.08% | +18,794+4,007.2% | Added |
| Ancora Advisors, LLC | 19,323 | $1.86M | 0.05% | −6,782−26.0% | Reduced |
| Raymond James Trust N.A. | 19,345 | $1.86M | 0.06% | −1,226−6.0% | Reduced |
| D.A. Davidson & Co. | 19,606 | $1.89M | 0.02% | +78+0.4% | Added |
| American Financial Advisors, LLC | 19,616 | $1.89M | 0.26% | −2,631−11.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 19,448 | $1.89M | 0.45% | +907+4.9% | Added |
| Summit Place Financial Advisors, LLC | 19,875 | $1.91M | 1.28% | −1,520−7.1% | Reduced |
| E. Ohman J:or Asset Management AB | 19,904 | $1.91M | 0.06% | −1,900−8.7% | Reduced |
| Prudential PLC | 20,040 | $1.93M | 0.03% | +9,661+93.1% | Added |
| Beacon Pointe Advisors, LLC | 20,256 | $1.95M | 0.03% | +7,353+57.0% | Added |
| Edgemoor Investment Advisors, Inc. | 20,359 | $1.96M | 0.21% | +368+1.8% | Added |
| Avantax Advisory Services, Inc. | 20,602 | $1.98M | 0.03% | +2,199+11.9% | Added |
| Simplex Trading, LLC | 20,701 | $1.99M | 0.06% | +16,855+438.2% | Added |
| Hotaling Investment Management, LLC | 20,712 | $1.99M | 0.77% | +447+2.2% | Added |
| Bokf, NA | 20,850 | $2.00M | 0.03% | −144−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,911 | $2.01M | 0.00% | −11,995−36.5% | Reduced |
| Busey Wealth Management | 21,121 | $2.03M | 0.08% | −600−2.8% | Reduced |
| JustInvest LLC | 21,400 | $2.06M | 0.10% | +5,970+38.7% | Added |
| Cubist Systematic Strategies, LLC | 21,800 | $2.10M | 0.02% | +21,800 | New |
| Spirit of America Management Corp | 21,835 | $2.10M | 0.41% | +4,050+22.8% | Added |
| Vontobel Holding Ltd. | 21,677 | $2.12M | 0.02% | −12,730−37.0% | Reduced |
| PFG Advisors | 22,305 | $2.14M | 0.22% | +227+1.0% | Added |
| Pacer Advisors, Inc. | 22,387 | $2.15M | 0.02% | −237−1.0% | Reduced |
| ProVise Management Group, LLC | 22,612 | $2.17M | 0.21% | −146−0.6% | Reduced |
| Seeyond | 22,663 | $2.18M | 0.22% | +8,527+60.3% | Added |
| SG Americas Securities, LLC | 22,681 | $2.18M | 0.02% | −55,190−70.9% | Reduced |
| Blueshift Asset Management, LLC | 22,991 | $2.21M | 0.20% | +4,126+21.9% | Added |
| Virtu Financial LLC | 22,997 | $2.21M | 0.16% | +17,810+343.4% | Added |
| XML Financial, LLC | 23,508 | $2.26M | 0.27% | −399−1.7% | Reduced |
| Rafferty Asset Management, LLC | 23,794 | $2.29M | 0.01% | +1,106+4.9% | Added |
| Capital Investment Advisors, LLC | 23,832 | $2.29M | 0.07% | −2,157−8.3% | Reduced |
| Marshall Wace, LLP | 24,100 | $2.32M | 0.00% | +24,100 | New |
| MML Investors Services, LLC | 24,169 | $2.32M | 0.02% | +90.0% | Added |
| Strategic Wealth Advisors Group, LLC | 24,076 | $2.34M | 0.09% | +9,705+67.5% | Added |
| Crossmark Global Holdings, Inc. | 24,470 | $2.35M | 0.05% | −154−0.6% | Reduced |
| Boston Family Office LLC | 24,796 | $2.38M | 0.17% | +34+0.1% | Added |
| Boothbay Fund Management, LLC | 24,922 | $2.40M | 0.08% | +10,164+68.9% | Added |
| Rockefeller Capital Management L.P. | 25,048 | $2.41M | 0.01% | +1,316+5.5% | Added |
| Ossiam | 25,292 | $2.43M | 0.06% | +25,292 | New |
| New Mexico Educational Retirement Board | 25,348 | $2.44M | 0.09% | −500−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,431 | $2.44M | 0.04% | +1,355+5.6% | Added |
| Blair William & Co | 26,114 | $2.51M | 0.01% | −300−1.1% | Reduced |
| Allstate Corp | 26,385 | $2.54M | 0.07% | −11,166−29.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,995 | $2.60M | 0.37% | +1,543+6.1% | Added |
| Mariner, LLC | 27,095 | $2.60M | 0.01% | +3,966+17.1% | Added |
| Creative Planning | 27,306 | $2.63M | 0.00% | +897+3.4% | Added |
| APG Asset Management N.V. | 30,450 | $2.63M | 0.00% | −13,400−30.6% | Reduced |
| Commerce Bank | 27,546 | $2.65M | 0.02% | −718−2.5% | Reduced |
| Kentucky Retirement Systems | 27,745 | $2.67M | 0.11% | +1,305+4.9% | Added |
| Louisiana State Employees Retirement System | 27,500 | $2.68M | 0.06% | +200+0.7% | Added |
| Oppenheimer & Co Inc | 27,909 | $2.68M | 0.05% | +2,075+8.0% | Added |
| FORA Capital, LLC | 27,477 | $2.69M | 0.48% | +27,477 | New |
| Pensionfund Sabic | 28,259 | $2.72M | 0.68% | −5,000−15.0% | Reduced |
| Wealthfront Advisers LLC | 28,951 | $2.78M | 0.01% | +2,993+11.5% | Added |
| Jefferies Group LLC | 29,500 | $2.84M | 0.07% | −67,198−69.5% | Reduced |
| Xponance, Inc. | 29,525 | $2.84M | 0.05% | +1,080+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 29,809 | $2.87M | 0.03% | −1,297−4.2% | Reduced |
| Shell Asset Management Co | 29,812 | $2.87M | 0.07% | +1,489+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 30,372 | $2.92M | 0.06% | +2,431+8.7% | Added |
| Mercer Global Advisors Inc | 30,419 | $2.92M | 0.02% | +3,698+13.8% | Added |
| Lincluden Management Ltd | 30,487 | $2.93M | 0.26% | −36,180−54.3% | Reduced |
| Baird Financial Group, Inc. | 31,094 | $2.99M | 0.01% | +982+3.3% | Added |
| Achmea Investment Management B.V. | 32,194 | $3.10M | 0.08% | +32,194 | New |
| United Capital Financial Advisers, LLC | 32,889 | $3.16M | 0.02% | −3,189−8.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 33,012 | $3.17M | 0.05% | +125+0.4% | Added |
| Maryland State Retirement & Pension System | 33,419 | $3.21M | 0.09% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,910 | $3.22M | 0.09% | +836+2.6% | Added |
| Vident Investment Advisory, LLC | 34,050 | $3.27M | 0.09% | +1,152+3.5% | Added |
| Elo Mutual Pension Insurance Co | 34,234 | $3.29M | 0.10% | +2,528+8.0% | Added |
| Oregon Public Employees Retirement Fund | 35,100 | $3.38M | 0.03% | +805+2.3% | Added |
| Rainey & Randall Investment Management Inc. | 35,324 | $3.40M | 1.23% | +23+0.1% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.54M | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 36,790 | $3.54M | 0.24% | +140.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,928 | $3.55M | 0.05% | +2,741+8.0% | Added |
| Nordea Investment Management AB | 36,688 | $3.59M | 0.00% | −97−0.3% | Reduced |
| DuPont Capital Management Corp | 37,384 | $3.59M | 0.14% | −409−1.1% | Reduced |
| Fifth Third Bancorp | 37,469 | $3.60M | 0.01% | +1,409+3.9% | Added |