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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 22,387 | $2.15M | 0.02% | −237−1.0% | Reduced |
| PFG Advisors | 22,305 | $2.14M | 0.22% | +227+1.0% | Added |
| Vontobel Holding Ltd. | 21,677 | $2.12M | 0.02% | −12,730−37.0% | Reduced |
| Spirit of America Management Corp | 21,835 | $2.10M | 0.41% | +4,050+22.8% | Added |
| Cubist Systematic Strategies, LLC | 21,800 | $2.10M | 0.02% | +21,800 | New |
| JustInvest LLC | 21,400 | $2.06M | 0.10% | +5,970+38.7% | Added |
| Busey Wealth Management | 21,121 | $2.03M | 0.08% | −600−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 20,911 | $2.01M | 0.00% | −11,995−36.5% | Reduced |
| Bokf, NA | 20,850 | $2.00M | 0.03% | −144−0.7% | Reduced |
| Hotaling Investment Management, LLC | 20,712 | $1.99M | 0.77% | +447+2.2% | Added |
| Simplex Trading, LLC | 20,701 | $1.99M | 0.06% | +16,855+438.2% | Added |
| Avantax Advisory Services, Inc. | 20,602 | $1.98M | 0.03% | +2,199+11.9% | Added |
| Edgemoor Investment Advisors, Inc. | 20,359 | $1.96M | 0.21% | +368+1.8% | Added |
| Beacon Pointe Advisors, LLC | 20,256 | $1.95M | 0.03% | +7,353+57.0% | Added |
| Prudential PLC | 20,040 | $1.93M | 0.03% | +9,661+93.1% | Added |
| E. Ohman J:or Asset Management AB | 19,904 | $1.91M | 0.06% | −1,900−8.7% | Reduced |
| Summit Place Financial Advisors, LLC | 19,875 | $1.91M | 1.28% | −1,520−7.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 19,448 | $1.89M | 0.45% | +907+4.9% | Added |
| American Financial Advisors, LLC | 19,616 | $1.89M | 0.26% | −2,631−11.8% | Reduced |
| D.A. Davidson & Co. | 19,606 | $1.89M | 0.02% | +78+0.4% | Added |
| Raymond James Trust N.A. | 19,345 | $1.86M | 0.06% | −1,226−6.0% | Reduced |
| Ancora Advisors, LLC | 19,323 | $1.86M | 0.05% | −6,782−26.0% | Reduced |
| AIA Group Ltd | 19,263 | $1.85M | 0.08% | +18,794+4,007.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,216 | $1.85M | 0.04% | −3,140−14.0% | Reduced |
| Aevitas Wealth Management, Inc. | 19,093 | $1.84M | 1.12% | −179−0.9% | Reduced |
| Bayesian Capital Management, LP | 18,700 | $1.80M | 0.27% | +18,700 | New |
| M Holdings Securities, Inc. | 18,667 | $1.79M | 0.14% | +18,667 | New |
| Fort Washington Investment Advisors Inc | 18,530 | $1.78M | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 18,370 | $1.77M | 0.01% | +1,307+7.7% | Added |
| Wesbanco Bank Inc | 18,302 | $1.76M | 0.07% | −658−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,994 | $1.73M | 0.06% | +185+1.0% | Added |
| Penserra Capital Management LLC | 17,890 | $1.72M | 0.04% | −2,198−10.9% | Reduced |
| Moody National Bank Trust Division | 17,843 | $1.72M | 0.05% | −1,410−7.3% | Reduced |
| Vestcor Inc | 17,725 | $1.70M | 0.06% | −10,426−37.0% | Reduced |
| Panagora Asset Management Inc | 17,381 | $1.67M | 0.01% | +4,962+40.0% | Added |
| Liberty Capital Management, Inc. | 17,283 | $1.66M | 0.49% | −604−3.4% | Reduced |
| Cascade Investment Advisors, Inc. | 17,085 | $1.64M | 1.00% | −210−1.2% | Reduced |
| Jupiter Asset Management Ltd | 16,735 | $1.61M | 0.02% | −5,414−24.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,678 | $1.60M | 0.01% | +16,678 | New |
| Paradigm Asset Management Co LLC | 16,588 | $1.59M | 0.42% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 16,340 | $1.57M | 0.34% | −390−2.3% | Reduced |
| Pathstone Family Office, LLC | 15,984 | $1.54M | 0.04% | +59+0.4% | Added |
| NTV Asset Management LLC | 15,988 | $1.54M | 0.26% | −10−0.1% | 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 |
| Arkadios Wealth Advisors | 15,595 | $1.50M | 0.20% | −1,612−9.4% | Reduced |
| Gamco Investors, Inc. Et Al | 15,500 | $1.49M | 0.01% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $1.48M | 1.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,228 | $1.46M | 0.03% | +612+4.2% | Added |
| Colony Group LLC | 15,026 | $1.45M | 0.02% | −30−0.2% | Reduced |
| Broderick Brian C | 15,000 | $1.44M | 0.37% | +5,090+51.4% | Added |
| Gotham Asset Management, LLC | 14,884 | $1.43M | 0.04% | −2,439−14.1% | Reduced |
| Forte Capital LLC | 16,237 | $1.39M | 0.18% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,351 | $1.38M | 0.23% | +14,351 | New |
| Sumitomo Life Insurance Co | 14,241 | $1.37M | 0.03% | −521−3.5% | Reduced |
| O'Rourke & Company, Inc | 14,169 | $1.36M | 0.94% | −834−5.6% | Reduced |
| Advisor Partners LLC | 13,957 | $1.34M | 0.08% | +312+2.3% | Added |
| Echo Street Capital Management LLC | 13,912 | $1.34M | 0.01% | +13,912 | New |
| American National Insurance Co | 13,800 | $1.33M | 0.36% | −1,410−9.3% | Reduced |
| Intersect Capital LLC | 13,597 | $1.31M | 0.25% | +108+0.8% | Added |
| Advance Capital Management, Inc. | 13,588 | $1.31M | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 13,563 | $1.30M | 0.07% | +163+1.2% | Added |
| Brookstone Capital Management | 13,169 | $1.27M | 0.02% | +965+7.9% | Added |
| Schnieders Capital Management LLC | 12,969 | $1.25M | 0.30% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 12,848 | $1.24M | 0.11% | +1,270+11.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,380 | $1.19M | 0.05% | +12,380 | New |
| Atria Wealth Solutions, Inc. | 12,367 | $1.19M | 0.02% | +12,367 | New |
| Brown Advisory Inc | 12,328 | $1.19M | 0.00% | −245−1.9% | Reduced |
| Pendal Group Limited | 12,231 | $1.18M | 0.01% | −9,000−42.4% | Reduced |
| Independent Advisor Alliance | 12,216 | $1.17M | 0.06% | −5,546−31.2% | Reduced |
| Abbrea Capital, LLC | 12,058 | $1.16M | 0.16% | +180+1.5% | Added |
| Banque Cantonale Vaudoise | 11,928 | $1.15M | 0.05% | +2,152+22.0% | Added |
| Eaton Vance Management | 11,672 | $1.12M | 0.00% | +3,065+35.6% | Added |
| Meiji Yasuda Life Insurance Co | 11,573 | $1.11M | 0.02% | +130+1.1% | Added |
| Bessemer Group Inc | 11,304 | $1.09M | 0.00% | +3,064+37.2% | Added |
| Whittier Trust Co | 11,300 | $1.09M | 0.02% | +420+3.9% | Added |
| Stephens Inc | 11,156 | $1.07M | 0.02% | −5,807−34.2% | Reduced |
| NFP Retirement, Inc. | 11,056 | $1.06M | 0.25% | −898−7.5% | Reduced |
| Natixis Investment Managers International | 11,010 | $1.06M | 0.02% | +11,010 | New |
| Steward Partners Investment Advisory, LLC | 10,984 | $1.06M | 0.02% | +51+0.5% | Added |
| Profund Advisors LLC | 10,969 | $1.05M | 0.04% | −5,449−33.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,834 | $1.04M | 0.24% | +10,834 | New |
| Agf Investments Inc. | 10,823 | $1.04M | 0.01% | +1,214+12.6% | Added |
| Cadent Capital Advisors, LLC | 10,792 | $1.04M | 0.47% | −1,104−9.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,763 | $1.03M | 0.40% | +50.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,479 | $1.03M | 0.01% | −28,536−73.1% | Reduced |
| Gray Wealth Management Inc. | 10,604 | $1.02M | 0.53% | −15−0.1% | Reduced |
| Old North State Wealth Management, LLC | 10,505 | $1.01M | 1.01% | +81+0.8% | Added |
| Ethic Inc. | 10,450 | $1.00M | 0.07% | −10,035−49.0% | 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 |
| Cetera Investment Advisers | 10,097 | $971.0K | 0.01% | −2,321−18.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,035 | $965.0K | 0.08% | −587−5.5% | Reduced |
| 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 |
| American Assets Investment Management, LLC | 10,000 | $961.0K | 0.10% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,958 | $957.0K | 0.45% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 9,893 | $951.0K | 0.27% | +1,150+13.2% | Added |
| 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 |