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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 9,654 | $944.0K | 0.34% | −206−2.1% | Reduced |
| Naviter Wealth, LLC | 9,313 | $895.0K | 0.30% | −223−2.3% | Reduced |
| Pacific Sun Financial Corp | 9,286 | $893.0K | 0.49% | +30+0.3% | Added |
| 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 |
| Umb Bank N A | 9,159 | $881.0K | 0.01% | −1,057−10.3% | Reduced |
| Los Angeles Capital Management LLC | 9,111 | $876.0K | 0.00% | +1,960+27.4% | Added |
| Everence Capital Management Inc | 9,100 | $875.0K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,987 | $864.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 82,584 | $859.0K | 0.02% | +82,584 | New |
| Carnegie Capital Asset Management, LLC | 8,678 | $834.0K | 0.03% | +100+1.2% | Added |
| Ingalls & Snyder LLC | 8,626 | $829.0K | 0.04% | −2,000−18.8% | Reduced |
| Sawtooth Solutions, LLC | 8,571 | $824.0K | 0.10% | +973+12.8% | Added |
| Koss-Olinger Consulting, LLC | 8,340 | $802.0K | 0.13% | −1,496−15.2% | Reduced |
| 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 |
| Monetary Management Group Inc | 8,075 | $776.0K | 0.21% | 00.0% | Unchanged |
| Huntington National Bank | 7,974 | $766.0K | 0.01% | −3,372−29.7% | Reduced |
| Madden Advisory Services, Inc. | 7,848 | $755.0K | 0.51% | −20−0.3% | Reduced |
| Snowden Capital Advisors LLC | 7,812 | $751.0K | 0.03% | +3,558+83.6% | Added |
| Park Avenue Securities LLC | 7,771 | $747.0K | 0.01% | +341+4.6% | Added |
| Cigna Investments Inc | 7,683 | $738.0K | 0.09% | −2,122−21.6% | Reduced |
| First Hawaiian Bank | 7,635 | $734.0K | 0.02% | +381+5.3% | Added |
| Summit Financial Group Inc | 7,618 | $732.0K | 0.25% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,559 | $727.0K | 0.36% | +43+0.6% | Added |
| TD Private Client Wealth LLC | 7,555 | $726.3K | 0.03% | +555+7.9% | Added |
| Abeille Asset Management SA | 7,407 | $712.0K | 0.02% | −212−2.8% | Reduced |
| IndexIQ Advisors LLC | 7,344 | $706.0K | 0.02% | +269+3.8% | Added |
| Lincoln National Corp | 7,287 | $701.0K | 0.01% | +856+13.3% | Added |
| Hendershot Investments Inc. | 7,202 | $692.0K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,180 | $690.0K | 0.04% | +7,180 | New |
| Lido Advisors, LLC | 7,155 | $687.0K | 0.01% | +137+2.0% | Added |
| Associated Banc-Corp | 6,931 | $666.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,919 | $665.0K | 0.04% | +937+15.7% | Added |
| IFP Advisors, Inc | 10,925 | $664.0K | 0.01% | +6,462+144.8% | Added |
| IBM Retirement Fund | 6,896 | $663.0K | 0.09% | −139−2.0% | Reduced |
| Metis Global Partners, LLC | 6,884 | $661.0K | 0.08% | +3,194+86.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,691 | $643.0K | 0.36% | −73−1.1% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $632.0K | 0.35% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,548 | $630.0K | 0.02% | +1,553+31.1% | Added |
| Safeguard Investment Advisory Group, LLC | 6,484 | $623.0K | 0.43% | +45+0.7% | Added |
| Jones Financial Companies LLLP | 6,446 | $620.0K | 0.00% | −181−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 6,443 | $619.0K | 0.02% | +6,443 | New |
| Sara-Bay Financial | 6,334 | $609.0K | 0.24% | +63+1.0% | Added |
| 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 |
| Federated Hermes, Inc. | 6,215 | $597.0K | 0.00% | +2,789+81.4% | Added |
| AlphaCrest Capital Management LLC | 6,123 | $589.0K | 0.03% | −5,923−49.2% | Reduced |
| ExodusPoint Capital Management, LP | 6,091 | $586.0K | 0.01% | +6,091 | New |
| 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 |
| Assenagon Asset Management S.A. | 6,043 | $581.0K | 0.00% | −1,244−17.1% | Reduced |
| Hartline Investment Corp | 6,952 | $578.0K | 0.07% | 00.0% | Unchanged |
| Atom Investors LP | 5,982 | $575.0K | 0.27% | +2,607+77.2% | Added |
| Veritable, L.P. | 5,951 | $572.0K | 0.01% | +314+5.6% | Added |
| Balentine LLC | 5,925 | $570.0K | 0.02% | +5,925 | New |
| Bailard, Inc. | 5,813 | $559.0K | 0.02% | +5,813 | New |
| Investment Advisory Services Inc | 5,782 | $556.0K | 0.31% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,752 | $553.0K | 0.05% | −36−0.6% | Reduced |
| American Research & Management Co. | 5,700 | $548.0K | 0.12% | −300−5.0% | Reduced |
| Point72 Hong Kong Ltd | 5,647 | $543.0K | 0.05% | +5,647 | New |
| Financial Counselors Inc | 5,600 | $538.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,553 | $534.0K | 0.02% | −223−3.9% | Reduced |
| Greenleaf Trust | 5,533 | $532.0K | 0.01% | +821+17.4% | Added |
| Versor Investments LP | 5,500 | $529.0K | 0.02% | +2,100+61.8% | Added |
| Level Four Advisory Services, LLC | 5,421 | $521.0K | 0.04% | −108−2.0% | Reduced |
| 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 |
| Orion Capital Management LLC | 5,290 | $509.0K | 0.31% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,254 | $505.0K | 0.01% | +1,373+35.4% | Added |
| Cutter & CO Brokerage, Inc. | 5,223 | $502.0K | 0.15% | +18+0.3% | Added |
| CWM, LLC | 5,204 | $500.0K | 0.00% | +1,520+41.3% | Added |
| Donaldson Capital Management, LLC | 5,165 | $497.0K | 0.02% | +522+11.2% | Added |
| Tokio Marine Asset Management Co Ltd | 5,151 | $495.0K | 0.04% | +512+11.0% | Added |
| 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 |
| Benchmark Investment Advisors LLC | 5,060 | $486.0K | 0.37% | 00.0% | Unchanged |
| 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 |
| Veriti Management LLC | 4,999 | $481.0K | 0.06% | +492+10.9% | Added |
| Checchi Capital Advisers, LLC | 4,983 | $479.0K | 0.05% | +356+7.7% | Added |
| Brinker Capital Investments, LLC | 4,962 | $477.0K | 0.01% | +196+4.1% | Added |
| Investment Advisory Group, LLC | 4,927 | $474.0K | 0.29% | +4,927 | New |
| Global Retirement Partners, LLC | 5,291 | $468.0K | 0.04% | +5,291 | New |
| Tower Bridge Advisors | 4,850 | $466.3K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,829 | $464.0K | 0.01% | −748−13.4% | 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 |
| Pettyjohn, Wood & White, Inc | 4,719 | $454.0K | 0.10% | −225−4.6% | 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 |
| Cullen Capital Management LLC | 4,696 | $451.0K | 0.00% | −1,632,857−99.7% | Reduced |
| Ieq Capital, LLC | 4,665 | $449.0K | 0.01% | +192+4.3% | Added |
| 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 |
| Integrated Advisors Network LLC | 4,648 | $447.0K | 0.03% | −125−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 4,640 | $446.0K | 0.01% | +119+2.6% | Added |
| Stratos Wealth Partners, LTD. | 4,615 | $444.0K | 0.01% | −195−4.1% | Reduced |