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Livermore
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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
National Asset Management, Inc.2,569$247.0K0.01%−541−17.4%Reduced
Bollard Group LLC2,565$247.0K0.01%+11+0.4%Added
Wharton Business Group, LLC2,555$246.0K0.01%00.0%Unchanged
Hilltop Holdings Inc.2,521$243.0K0.03%−441−14.9%Reduced
Sound View Wealth Advisors Group, LLC2,522$242.0K0.05%00.0%Unchanged
Western Wealth Management, LLC2,505$241.0K0.01%+2,505New
Fiduciary Trust Co2,495$240.0K0.00%+2,495New
Walter & Keenan Financial Consulting Co2,484$239.0K0.08%00.0%Unchanged
AlphaCore Capital LLC2,485$239.0K0.09%+2,485New
FineMark National Bank & Trust2,472$238.0K0.01%00.0%Unchanged
Horizon Wealth Management, LLC2,478$238.0K0.07%+17+0.7%Added
First National Bank of Mount Dora, Trust Investment Services2,455$236.0K0.07%00.0%Unchanged
Two Sigma Securities, LLC2,458$236.0K0.03%+2,458New
Prudent Man Advisors, LLC2,434$234.0K0.09%−23−0.9%Reduced
Schechter Investment Advisors, LLC2,413$232.0K0.02%+2,413New
Vestmark Advisory Solutions, Inc.2,398$231.0K0.01%−19,863−89.2%Reduced
Clifford Swan Investment Counsel LLC2,406$231.0K0.01%−23−0.9%Reduced
HNP Capital LLC2,402$231.0K0.05%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,388$230.0K0.04%+2,388New
Nations Financial Group Inc,2,378$229.0K0.03%−88−3.6%Reduced
J.W. Cole Advisors, Inc.2,380$229.0K0.02%00.0%Unchanged
Blue Fin Capital, Inc.2,375$228.0K0.07%00.0%Unchanged
Kavar Capital Partners Group, LLC2,370$228.0K0.05%00.0%Unchanged
Hudock, Inc.2,371$228.0K0.06%+6+0.3%Added
MTM Investment Management, LLC2,350$226.0K0.11%00.0%Unchanged
Vectors Research Management, LLC2,327$224.0K0.05%−75−3.1%Reduced
Jackson Square Capital, LLC2,330$224.0K0.07%00.0%Unchanged
Sheets Smith Wealth Management2,327$224.0K0.03%+2,327New
Planned Solutions, Inc.2,307$222.0K0.16%+2,307New
Twelve Points Wealth Management LLC2,303$221.0K0.17%−552−19.3%Reduced
West Family Investments, Inc.2,287$220.0K0.06%+2,287New
Schneider Downs Wealth Management Advisors, LP2,235$215.0K0.05%+2,235New
Vahanian & Associates Financial Planning Inc.2,227$214.0K0.49%−3,854−63.4%Reduced
Pflug Koory, LLC2,215$213.0K0.11%00.0%Unchanged
Strategic Blueprint, LLC2,212$213.0K0.02%+2,212New
Tobam2,184$210.0K0.01%+758+53.2%Added
Sterling Investment Advisors, Ltd.2,175$209.0K0.06%00.0%Unchanged
Ledyard National Bank2,179$209.0K0.02%+2,179New
GM Advisory Group, Inc.2,175$209.0K0.02%+2,175New
Zeke Capital Advisors, LLC2,152$207.0K0.01%+2,152New
Dynamic Technology Lab Private Ltd2,151$207.0K0.02%+2,151New
Ashton Thomas Private Wealth, LLC2,137$205.5K0.02%−493−18.7%Reduced
Bahl & Gaynor Inc2,131$205.0K0.00%+2,131New
SNS Financial Group, LLC2,107$203.0K0.02%+2,107New
Parallel Advisors, LLC2,063$202.0K0.01%+111+5.7%Added
Equitable Holdings, Inc.2,099$202.0K0.00%+2,099New
Northcape Wealth Management, LLC2,098$202.0K0.06%+2,098New
Woodmont Investment Counsel LLC2,094$201.0K0.02%+2,094New
Keel Point, LLC2,088$201.0K0.03%+2,088New
FourThought Financial, LLC2,007$193.0K0.02%−657−24.7%Reduced
Deseret Mutual Benefit Administrators1,999$192.0K0.04%−332−14.2%Reduced
Lazard Asset Management LLC1,949$187.0K0.00%−2,243−53.5%Reduced
Lindbrook Capital, LLC1,886$181.0K0.03%+1,067+130.3%Added
First Horizon Advisors, Inc.1,860$179.0K0.01%+170+10.1%Added
Glassman Wealth Services1,729$166.0K0.03%+57+3.4%Added
National Bank of Canada1,676$161.0K0.00%+112+7.2%Added
Motco1,668$160.0K0.01%−139−7.7%Reduced
Group One Trading, L.P.1,601$154.0K0.00%−2,313−59.1%Reduced
TD Waterhouse Canada Inc.1,561$152.7K0.00%+44+2.9%Added
Stonebridge Capital Advisors LLC1,576$152.0K0.02%00.0%Unchanged
Ellis Investment Partners, LLC1,565$150.0K0.04%+11+0.7%Added
Capstone Investment Advisors, LLC1,553$149.0K0.00%+973+167.8%Added
Clearstead Advisors, LLC1,524$147.0K0.01%+1+0.1%Added
Hanson & Doremus Investment Management1,500$144.0K0.03%00.0%Unchanged
FAI Wealth Management1,500$144.0K0.12%+1,500New
HHM Wealth Advisors, LLC1,454$140.0K0.03%+154+11.8%Added
Federation des caisses Desjardins du Quebec1,439$138.3K0.00%+549+61.7%Added
MV Capital Management, Inc.1,440$138.0K0.02%+24+1.7%Added
Optimum Investment Advisors1,400$135.0K0.06%00.0%Unchanged
Allworth Financial LP1,388$133.0K0.00%+292+26.6%Added
PSI Advisors, LLC1,366$131.0K0.05%−65−4.5%Reduced
Ellevest, Inc.1,334$128.0K0.01%−2,267−63.0%Reduced
Geneos Wealth Management Inc.1,306$125.0K0.01%−4,919−79.0%Reduced
Fortitude Advisory Group L.L.C.1,276$122.0K0.07%−1,694−57.0%Reduced
Private Capital Group, LLC1,272$122.0K0.03%−19−1.5%Reduced
Creative Financial Designs Inc1,271$122.0K0.02%00.0%Unchanged
Capital Analysts, LLC1,258$121.0K0.01%−305−19.5%Reduced
Benjamin F. Edwards & Company, Inc.1,262$121.0K0.01%−240−16.0%Reduced
Accel Wealth Management1,212$119.0K0.06%+2+0.2%Added
Key Financial Inc1,231$118.0K0.06%00.0%Unchanged
Charter Oak Capital Management, LLC1,232$118.0K0.01%+37+3.1%Added
SJS Investment Consulting Inc.1,193$115.0K0.04%+20+1.7%Added
Bedel Financial Consulting, Inc.1,153$111.0K0.03%00.0%Unchanged
Emfo, LLC1,150$111.0K0.10%00.0%Unchanged
Arcadia Investment Management Corp1,101$106.0K0.02%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,100$106.0K0.00%+1,100New
Evoke Wealth, LLC1,089$105.0K0.00%−107−8.9%Reduced
Washington Trust Co1,090$105.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,073$103.0K0.02%+295+37.9%Added
DeDora Capital, Inc.1,037$100.0K0.04%+1,037New
Sargent Bickham Lagudis LLC1,000$96.0K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.982$96.0K0.00%+982New
Cordasco Financial Network973$94.0K0.06%00.0%Unchanged
Covington Capital Management975$94.0K0.00%+975New
Rosenberg Matthew Hamilton952$92.0K0.03%00.0%Unchanged
Harbor Investment Advisory, LLC930$89.0K0.01%+430+86.0%Added
Smithfield Trust Co900$88.0K0.01%00.0%Unchanged
Private Ocean, LLC910$87.0K0.01%00.0%Unchanged
Cutler Group LP902$86.0K0.01%+900+45,000.0%Added
Gradient Investments LLC889$85.0K0.00%+75+9.2%Added