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 |
|---|---|---|---|---|---|
| Ahrens Investment Partners LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $7.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $6.00K | 0.00% | −29−33.3% | Reduced |
| Crewe Advisors LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $6.00K | 0.00% | +20+46.5% | Added |
| Benjamin Edwards Inc | 66 | $6.00K | 0.00% | +66 | New |
| Estabrook Capital Management | 60 | $5.77K | 0.00% | +60 | New |
| Country Trust Bank | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 54 | $5.00K | 0.00% | +4+8.0% | Added |
| Ci Investments Inc. | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 50 | $5.00K | 0.00% | +50 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $4.81K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 46 | $4.00K | 0.00% | −639−93.3% | Reduced |
| Lee Financial Co | 43 | $4.00K | 0.00% | −93−68.4% | Reduced |
| Clearview Wealth Advisors LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 32 | $3.00K | 0.00% | +32 | New |
| American National Bank | 28 | $3.00K | 0.00% | +28 | New |
| Exane Derivatives | 27 | $2.60K | 0.00% | +27 | New |
| Lenox Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +8+61.5% | Added |
| Riggs Asset Managment Co. Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $2.00K | 0.00% | +8+53.3% | Added |
| GW&K Investment Management, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Assetmark, Inc | 9 | $1.00K | 0.00% | −2,454−99.6% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | −334−96.5% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Concord Wealth Partners | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| GoalVest Advisory LLC | 10 | $1.00K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 6 | $587 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,306 | $0 | 0.00% | +12,306 | New |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −815,720−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −520,205−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −297,501−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −55,821−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −52,553−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −44,076−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,040−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −23,540−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,118−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −11,520−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,845−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Canandaigua National Corp | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| William Allan, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |