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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 847 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ1 2022: $42.3B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2021.

Institutions holding WELL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Prospera Financial Services Inc4,614$444.0K0.02%+78+1.7%Added
EP Wealth Advisors, LLC4,502$433.0K0.01%+30+0.7%Added
AlphaMark Advisors, LLC4,505$433.0K0.16%+100+2.3%Added
Obermeyer Wood Investment Counsel, LLLP4,486$431.0K0.03%00.0%Unchanged
Pearl River Capital, LLC4,486$431.0K0.12%+4,486New
Siemens Fonds Invest GmbH4,471$430.0K0.03%+124+2.9%Added
Joel Isaacson & Co., LLC4,447$429.0K0.03%+50+1.1%Added
Pinnacle Wealth Management Group, Inc.4,423$425.0K0.32%−825−15.7%Reduced
Bridgefront Capital, LLC4,362$419.0K0.51%+4,362New
Eqis Capital Management, Inc.4,337$417.0K0.04%+4,337New
Good Life Advisors, LLC4,325$416.0K0.05%−141−3.2%Reduced
Johnson Investment Counsel Inc4,317$415.0K0.01%00.0%Unchanged
Salem Investment Counselors Inc4,231$407.0K0.02%+4,000+1,731.6%Added
Glenmede Trust Co NA4,171$400.0K0.00%+228+5.8%Added
Carmichael Hill & Associates, Inc.4,138$398.0K0.20%00.0%Unchanged
First American Trust, FSB4,135$397.0K0.05%+9+0.2%Added
Wealthsource Partners, LLC4,088$393.0K0.03%+4,088New
Kinneret Advisory, LLC4,045$389.0K0.04%+90+2.3%Added
We Are One Seven, LLC4,032$388.0K0.04%−10,813−72.8%Reduced
Personal Cfo Solutions, LLC4,040$388.0K0.08%−141−3.4%Reduced
IHT Wealth Management, LLC3,970$382.0K0.03%−10.0%Reduced
SFMG, LLC3,959$381.0K0.04%+190+5.0%Added
American National Registered Investment Advisor, Inc.3,950$380.0K0.14%00.0%Unchanged
Cullen/Frost Bankers, Inc.3,875$373.0K0.01%−500−11.4%Reduced
Dearborn Partners LLC3,864$371.0K0.01%−25−0.6%Reduced
Wendell David Associates Inc3,850$370.0K0.04%−3,850−50.0%Reduced
Accurate Wealth Management, LLC3,834$369.0K0.17%−230−5.7%Reduced
Southland Equity Partners LLC3,832$368.5K0.15%+50+1.3%Added
Horizon Investments, LLC3,809$366.0K0.01%+675+21.5%Added
Nwam LLC3,775$363.0K0.03%−100−2.6%Reduced
Signaturefd, LLC3,778$363.0K0.01%+1,147+43.6%Added
Fox Run Management, L.L.C.3,772$363.0K0.20%+3,772New
Livforsakringsbolaget Skandia, Omsesidigt3,745$360.0K0.02%00.0%Unchanged
Orion Portfolio Solutions, LLC3,746$360.0K0.01%+724+24.0%Added
Gerber Kawasaki Wealth & Investment Management3,700$355.0K0.03%00.0%Unchanged
Fund Management at Engine No. 1 LLC3,686$354.0K0.09%+3,686New
Whalerock Point Partners, LLC3,680$353.8K0.13%00.0%Unchanged
Nauset Wealth Management. LLC3,672$353.0K0.28%+3+0.1%Added
Proequities, Inc.3,662$352.0K0.03%−2,079−36.2%Reduced
Bowman & Co S.C.3,615$348.0K0.27%00.0%Unchanged
Coldstream Capital Management Inc3,605$347.0K0.01%+357+11.0%Added
ICA Group Wealth Management, LLC3,978$347.0K0.07%+3,978New
Flputnam Investment Management Co3,597$346.0K0.01%+246+7.3%Added
Advisory Services Network, LLC3,570$344.0K0.01%+327+10.1%Added
Eudaimonia Advisors LLC3,542$341.0K0.20%−152−4.1%Reduced
Desjardins Global Asset Management Inc.3,540$340.0K0.03%−119−3.3%Reduced
Bogart Wealth, LLC3,524$339.0K0.03%+1,336+61.1%Added
Conning Inc.3,513$338.0K0.01%−681−16.2%Reduced
Whittier Trust Co of Nevada Inc3,516$338.0K0.01%−200−5.4%Reduced
Bluestein R H & Co3,500$336.0K0.01%00.0%Unchanged
Somerville Kurt F3,500$336.0K0.05%00.0%Unchanged
Kingsview Wealth Management, LLC3,494$336.0K0.01%−270−7.2%Reduced
Moors & Cabot, Inc.3,452$332.0K0.02%+92+2.7%Added
Sentry Investment Management LLC3,435$330.0K0.11%−578−14.4%Reduced
Valeo Financial Advisors, LLC3,433$330.0K0.02%+173+5.3%Added
Stonnington Group, LLC3,410$329.0K0.08%+200+6.2%Added
Boston Private Wealth LLC3,385$326.0K0.00%+40+1.2%Added
Alpha Paradigm Partners, LLC3,376$325.0K0.13%−2,429−41.8%Reduced
Clarius Group, LLC3,749$322.0K0.03%00.0%Unchanged
9258 Wealth Management, LLC3,330$320.0K0.07%−872−20.8%Reduced
Redhawk Wealth Advisors, Inc.3,326$320.0K0.08%+3,326New
Legacy Wealth Asset Management, LLC3,319$319.0K0.11%+130+4.1%Added
Quadrant Capital Group LLC3,292$316.0K0.04%+210+6.8%Added
First International Bank & Trust3,290$316.0K0.11%+3,290New
Davenport & Co LLC3,254$313.0K0.00%−101−3.0%Reduced
Beech Hill Advisors, Inc.3,250$312.0K0.13%−500−13.3%Reduced
Regentatlantic Capital LLC3,202$308.0K0.01%−270−7.8%Reduced
Proficio Capital Partners LLC3,194$307.0K0.05%+138+4.5%Added
Heritage Trust Co3,182$306.0K0.04%+3,182New
First Affirmative Financial Network3,166$304.0K0.29%−14−0.4%Reduced
Gsa Capital Partners LLP3,142$302.0K0.04%+3,142New
Oak Thistle LLC3,135$301.0K0.16%+3,135New
American Portfolios Advisors3,128$300.7K0.01%−10.0%Reduced
Private Capital Management LLC3,119$300.0K0.10%+3,119New
Van Hulzen Asset Management, LLC3,100$298.0K0.03%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC3,021$296.0K0.16%00.0%Unchanged
Financial Advocates Investment Management3,082$296.0K0.02%+501+19.4%Added
IFG Advisory, LLC3,041$292.0K0.03%−4,252−58.3%Reduced
Atlantic Trust, LLC3,040$292.0K0.19%00.0%Unchanged
Shelton Capital Management2,992$288.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC3,000$288.0K0.05%00.0%Unchanged
M&G Investment Management Ltd2,974$286.0K0.00%00.0%Unchanged
Mirova2,981$286.0K0.04%−2−0.1%Reduced
Marcum Wealth, LLC2,965$285.0K0.04%−2,011−40.4%Reduced
Keystone Financial Group2,966$285.0K0.05%00.0%Unchanged
Jump Financial, LLC2,918$281.0K0.01%+2,918New
Commons Capital, LLC2,899$279.0K0.30%+14+0.5%Added
Morningstar Investment Services LLC2,836$278.0K0.00%−1,610−36.2%Reduced
XTX Topco Ltd2,882$277.0K0.12%+2,882New
Ninepoint Partners LP2,807$270.0K0.06%+2,807New
Barnes Pettey Financial Advisors, LLC2,802$269.0K0.33%00.0%Unchanged
Great Valley Advisor Group, Inc.2,822$268.0K0.02%+10.0%Added
Bard Financial Services, Inc.2,775$267.0K0.02%−7,175−72.1%Reduced
Dorsey & Whitney Trust CO LLC2,739$263.0K0.02%+112+4.3%Added
Moloney Securities Asset Management, LLC2,699$260.0K0.05%+3+0.1%Added
Tudor Investment Corp Et Al2,692$259.0K0.01%−4,425−62.2%Reduced
Blueprint Investment Partners LLC2,693$259.0K0.07%−1,584−37.0%Reduced
Rehmann Capital Advisory Group2,629$252.8K0.02%+18+0.7%Added
Comerica Securities,inc.2,591$249.0K0.02%−10,633−80.4%Reduced
CoreCap Advisors, LLC2,579$248.0K0.02%00.0%Unchanged