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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
TCTC Holdings, LLC850$82.0K0.00%00.0%Unchanged
Trust Co850$82.0K0.02%00.0%Unchanged
Beacon Capital Management, LLC865$82.0K0.02%+865New
Fairfield Financial Advisors, LTD841$80.9K0.03%+841New
CVA Family Office, LLC825$79.0K0.02%−13−1.6%Reduced
Glen Eagle Advisors, LLC803$77.2K0.02%−250−23.7%Reduced
Old Second National Bank of Aurora808$77.0K0.02%00.0%Unchanged
Zions Bancorporation, N.A.795$76.0K0.01%+23+3.0%Added
Parkside Financial Bank & Trust785$75.0K0.02%−2,196−73.7%Reduced
Harvest Fund Management Co., Ltd782$75.0K0.02%−218−21.8%Reduced
Webster Bank, N. A.740$71.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.743$71.0K0.00%+743New
TCWP LLC730$70.0K0.01%+730New
Antonetti Capital Management LLC695$67.0K0.06%00.0%Unchanged
IAG Wealth Partners, LLC700$67.0K0.02%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.657$63.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc647$62.0K0.00%+7+1.1%Added
Caldwell Trust Co610$58.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB580$56.0K0.00%−476−45.1%Reduced
Focused Wealth Management, Inc586$56.0K0.01%+1+0.2%Added
Oliver Lagore Vanvalin Investment Group525$51.0K0.03%+525New
Tarbox Family Office, Inc.521$50.0K0.01%−39−7.0%Reduced
Semmax Financial Advisors Inc.–$49.0K0.02%––
North Star Investment Management Corp.500$48.0K0.00%−333−40.0%Reduced
Tilia Fiduciary Partners, Inc.495$48.0K0.04%−96−16.2%Reduced
Valley National Advisers Inc500$48.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC500$48.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC500$48.0K0.02%+500New
JNBA Financial Advisors466$45.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.450$43.0K0.00%−50−10.0%Reduced
Pinnacle Bancorp, Inc.450$43.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC439$42.2K0.01%00.0%Unchanged
Raleigh Capital Management Inc.433$42.0K0.02%−60−12.2%Reduced
Trustcore Financial Services, LLC442$42.0K0.00%+442New
Sutton Wealth Advisors Inc.421$40.5K0.01%+12+2.9%Added
Patriot Financial Group Insurance Agency, LLC412$40.0K0.01%−80−16.3%Reduced
Disciplined Investments, LLC387$37.0K0.02%+387New
Clear Street Markets LLC379$36.0K0.01%+379New
Silvant Capital Management LLC348$33.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC342$33.0K0.01%+2+0.6%Added
Newbridge Financial Services Group, Inc.339$33.0K0.02%+46+15.7%Added
Piscataqua Savings Bank338$32.0K0.02%00.0%Unchanged
Heritage Wealth Advisors330$32.0K0.00%00.0%Unchanged
MUFG Americas Holdings Corp327$31.0K0.00%−177−35.1%Reduced
SRS Capital Advisors, Inc.318$31.0K0.00%−49−13.4%Reduced
First Bank & Trust319$31.0K0.01%−5−1.5%Reduced
Zullo Investment Group, Inc.303$29.0K0.02%−45−12.9%Reduced
Larson Financial Group LLC300$29.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC300$29.0K0.04%00.0%Unchanged
Covestor Ltd298$29.0K0.02%+147+97.4%Added
Anchor Investment Management, LLC300$28.8K0.00%00.0%Unchanged
Aspire Private Capital, LLC287$28.0K0.01%+2+0.7%Added
Evermay Wealth Management LLC274$26.0K0.00%−1,170−81.0%Reduced
Earnest Partners LLC250$24.0K0.00%00.0%Unchanged
NVWM, LLC245$24.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$24.0K0.01%–New
Winch Advisory Services, LLC238$23.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC230$22.0K0.01%00.0%Unchanged
Riverview Trust Co230$22.0K0.02%+230New
TD Ameritrade Investment Management, LLC216$21.0K0.00%00.0%Unchanged
Financial Perspectives, Inc216$20.8K0.01%00.0%Unchanged
Surevest, LLC208$20.0K0.00%00.0%Unchanged
Albion Financial Group200$19.0K0.00%−407−67.1%Reduced
Brown Brothers Harriman & Co194$19.0K0.00%−269−58.1%Reduced
HM Payson & Co200$19.0K0.00%00.0%Unchanged
Community Bank, N.A.200$19.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$19.0K0.01%00.0%Unchanged
Corsicana & Co.200$19.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC196$19.0K0.01%+25+14.6%Added
Asset Dedication, LLC198$18.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC192$18.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC184$18.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC187$18.0K0.00%+43+29.9%Added
Dark Forest Capital Management LP184$17.0K0.00%+116+170.6%Added
Bank of New Hampshire182$17.0K0.00%+182New
BDO Wealth Advisors, LLC166$16.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department162$15.0K0.01%00.0%Unchanged
IMA Wealth, Inc.155$15.0K0.00%00.0%Unchanged
Lake Point Wealth Management152$15.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC157$15.0K0.01%+1+0.6%Added
FinTrust Capital Advisors, LLC157$15.0K0.00%+32+25.6%Added
Cambridge Trust Co150$14.0K0.00%−85−36.2%Reduced
Monolith Advisors158$14.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC148$14.0K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.142$14.0K0.01%+142New
Selective Wealth Management, Inc.140$13.0K0.00%−300−68.2%Reduced
Center for Financial Planning, Inc.133$13.0K0.00%00.0%Unchanged
City State Bank132$13.0K0.01%00.0%Unchanged
M&R Capital Management Inc135$12.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.130$12.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC123$12.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC120$12.0K0.00%+120New
Investors Research Corp116$11.0K0.00%−135−53.8%Reduced
Core Alternative Capital116$11.0K0.00%+5+4.5%Added
Professional Financial Advisors, LLC112$11.0K0.00%00.0%Unchanged
West Paces Advisors Inc.110$10.6K0.00%+10+10.0%Added
Tucker Asset Management LLC106$10.2K0.00%00.0%Unchanged
Logan Capital Management Inc100$10.0K0.00%−35−25.9%Reduced
RE Dickinson Investment Advisors, LLC100$10.0K0.01%00.0%Unchanged
Montag A & Associates Inc92$9.00K0.00%00.0%Unchanged