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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.

Q2 2022 vs. Q1 2022

How the institutions holding Welltower Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WELL: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders84714819−14
Shares440.7M6.78M454.1M+20.2M (+4.7%)
Value$42.3B$601.8M$37.4B−$4.30B (−10.3%)

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Welltower Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to WELL in Q2 2022
InstitutionSharesValue% of portfolio
MUFG Securities EMEA plc3,051,525$251.3M4.86%
Renaissance Technologies LLC385,263$31.7M0.04%
Intech Investment Management LLC227,091$18.7M0.11%
GEM Realty Capital175,572$14.5M4.24%
B&I Capital AG167,720$13.8M4.47%
Point72 Asset Management, L.P.167,100$13.8M0.06%
Walleye Trading LLC123,006$10.1M0.24%
Worldquant Millennium Advisors LLC89,034$7.33M0.21%
New York Life Investment Management LLC71,629$5.90M0.07%
Azimuth Capital Investment Management LLC65,557$5.40M0.27%
Mirabella Financial Services LLP62,601$5.16M0.51%
Advisors Asset Management, Inc.44,720$3.68M0.07%
Nicola Wealth Management Ltd.36,505$3.01M0.29%
PEAK6 Investments LLC35,885$2.96M0.07%
Endeavour Capital Advisors Inc33,610$2.77M0.53%
Duality Advisers, LP29,497$2.43M0.24%
Andra AP-fonden27,700$2.28M0.07%
Winton Group Ltd22,271$1.83M0.10%
United Services Automobile Association15,937$1.31M0.03%
Atria Investments LLC13,388$1.10M0.02%
Wolverine Asset Management LLC12,729$1.05M0.01%
HighPoint Advisor Group LLC12,109$989.0K0.11%
Fulcrum Capital LLC10,317$850.0K0.27%
F3Logic, LLC9,793$806.0K0.14%
GWM Advisors LLC9,298$766.0K0.01%
Vanderbilt University8,489$699.1K0.18%
Verition Fund Management LLC7,289$600.0K0.01%
Harbert Fund Advisors, Inc.6,815$561.0K0.42%
Jennison Associates LLC6,533$538.0K0.00%
NewEdge Wealth, LLC6,061$499.0K0.02%
Aviance Capital Partners, LLC5,770$475.0K0.11%
Integrated Wealth Concepts LLC5,245$432.0K0.01%
Pluribus Labs, LLC4,818$397.0K0.72%
Man Group plc–$369.0K0.00%
Sustainable Insight Capital Management, LLC4,300$360.0K0.36%
Renasant Bank4,060$334.0K0.27%
Comprehensive Financial Consultants Institutional, Inc.3,969$327.0K0.23%
Quadrature Capital Ltd3,893$321.0K0.01%
Cerity Partners LLC3,683$303.0K0.00%
Sabal Trust CO3,226$266.0K0.02%
Maven Securities LTD3,226$266.0K0.05%
DRW Securities, LLC3,147$259.0K0.07%
Lombard Odier Asset Management (Switzerland) SA3,056$252.0K0.02%
Hunter Associates Investment Management LLC2,895$237.0K0.06%
Ameritas Advisory Services, LLC2,715$224.0K0.01%
Old National Bancorp2,701$222.0K0.01%
Symmetry Partners, LLC2,566$211.0K0.01%
Advisor Resource Council2,533$208.0K0.02%
SeaCrest Wealth Management, LLC2,016$166.0K0.02%
Quantbot Technologies LP1,624$133.0K0.01%
Harbour Investments, Inc.1,367$113.0K0.01%
Private Trust Co NA1,235$102.0K0.02%
Urban Wealth Management, LLC937$77.0K0.26%
CX Institutional851$70.0K0.01%
Leonteq Securities AG800$65.9K0.00%
Hallmark Capital Management Inc500$41.0K0.00%
Investors Asset Management of Georgia Inc442$36.0K0.02%
Stonehage Fleming Financial Services Holdings Ltd325$27.0K0.00%
Bell Investment Advisors, Inc319$26.0K0.01%
Neo Ivy Capital Management271$22.0K0.06%
Better Money Decisions, LLC251$21.0K0.02%
Ronald Blue Trust, Inc.170$17.0K0.00%
Maryland Capital Advisors Inc.177$15.0K0.02%
Trust Co of Vermont148$12.0K0.00%
ACG Wealth124$10.0K0.00%
Coston, McIsaac & Partners113$9.00K0.01%
WFA of San Diego, LLC100$8.00K0.01%
Enterprise Trust & Investment Co63$5.00K0.00%
South State Corp.46$4.00K0.00%
Horan Securities, Inc.45$4.00K0.00%
Eagle Bay Advisors LLC15$1.24K0.00%
GPS Wealth Strategies Group, LLC17$1.00K0.00%
Morton Brown Family Wealth, LLC12$1.00K0.00%
Financial Synergies Wealth Advisors, Inc.5$4120.00%
Transamerica Financial Advisors, Inc.1––

Sold out (89)

Institutions that held Welltower Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WELL in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
AMP Capital Investors Ltd1,284,311$123.6M
Sandler Capital Management136,026$13.1M
Employees Retirement System of Texas86,030$8.27M
Gillson Capital LP73,500$7.07M
HGI Capital Management, LLC64,148$6.17M
Mackay Shields LLC62,558$6.01M
Wolverine Trading, LLC32,910$3.22M
Jefferies Group LLC29,500$2.84M
FORA Capital, LLC27,477$2.69M
Boothbay Fund Management, LLC24,922$2.40M
XML Financial, LLC23,508$2.26M
Virtu Financial LLC22,997$2.21M
Blueshift Asset Management, LLC22,991$2.21M
Simplex Trading, LLC20,701$1.99M
AIA Group Ltd19,263$1.85M
Bayesian Capital Management, LP18,700$1.80M
Fort Washington Investment Advisors Inc18,530$1.78M
Echo Street Capital Management LLC13,912$1.34M
Intersect Capital LLC13,597$1.31M
Y-Intercept (Hong Kong) Ltd10,834$1.04M
Aaron Wealth Advisors82,584$859.0K
IBM Retirement Fund6,896$663.0K
ExodusPoint Capital Management, LP6,091$586.0K
Edgestream Partners, L.P.6,057$582.0K
Hartline Investment Corp6,952$578.0K
HighTower Trust Services, LTA5,752$553.0K
Point72 Hong Kong Ltd5,647$543.0K
Laurion Capital Management LP5,109$491.0K
Cresset Asset Management, LLC5,044$485.0K
Cypress Capital Group4,717$453.0K
Cullen Capital Management LLC4,696$451.0K
Bridgefront Capital, LLC4,362$419.0K
Wealthsource Partners, LLC4,088$393.0K
Fox Run Management, L.L.C.3,772$363.0K
Nwam LLC3,775$363.0K
Redhawk Wealth Advisors, Inc.3,326$320.0K
Jump Financial, LLC2,918$281.0K
Morningstar Investment Services LLC2,836$278.0K
XTX Topco Ltd2,882$277.0K
Bard Financial Services, Inc.2,775$267.0K
Tudor Investment Corp Et Al2,692$259.0K
Comerica Securities,inc.2,591$249.0K
National Asset Management, Inc.2,569$247.0K
Western Wealth Management, LLC2,505$241.0K
Fiduciary Trust Co2,495$240.0K
Two Sigma Securities, LLC2,458$236.0K
HNP Capital LLC2,402$231.0K
Nations Financial Group Inc,2,378$229.0K
Blue Fin Capital, Inc.2,375$228.0K
Kavar Capital Partners Group, LLC2,370$228.0K
MTM Investment Management, LLC2,350$226.0K
Sheets Smith Wealth Management2,327$224.0K
Jackson Square Capital, LLC2,330$224.0K
Planned Solutions, Inc.2,307$222.0K
Twelve Points Wealth Management LLC2,303$221.0K
West Family Investments, Inc.2,287$220.0K
Schneider Downs Wealth Management Advisors, LP2,235$215.0K
Vahanian & Associates Financial Planning Inc.2,227$214.0K
Strategic Blueprint, LLC2,212$213.0K
Ledyard National Bank2,179$209.0K
GM Advisory Group, Inc.2,175$209.0K
Zeke Capital Advisors, LLC2,152$207.0K
Dynamic Technology Lab Private Ltd2,151$207.0K
Ashton Thomas Private Wealth, LLC2,137$205.5K
SNS Financial Group, LLC2,107$203.0K
Equitable Holdings, Inc.2,099$202.0K
Northcape Wealth Management, LLC2,098$202.0K
Woodmont Investment Counsel LLC2,094$201.0K
Keel Point, LLC2,088$201.0K
Group One Trading, L.P.1,601$154.0K
Capstone Investment Advisors, LLC1,553$149.0K
Fortitude Advisory Group L.L.C.1,276$122.0K
Bedel Financial Consulting, Inc.1,153$111.0K
DeDora Capital, Inc.1,037$100.0K
TCWP LLC730$70.0K
Tarbox Family Office, Inc.521$50.0K
Tradewinds Capital Management, LLC342$33.0K
Dark Forest Capital Management LP184$17.0K
Benjamin Edwards Inc66$6.00K
Bartlett & Co. LLC50$5.00K
Bartlett & Co. Wealth Management LLC50$4.81K
Thompson Siegel & Walmsley LLC32$3.00K
Exane Derivatives27$2.60K
Riggs Asset Managment Co. Inc.17$2.00K
Assetmark, Inc9$1.00K
Concord Wealth Partners8$1.00K
GoalVest Advisory LLC10$1.00K
Bivin & Associates, Inc.10$1.00K
CFS Investment Advisory Services, LLC12,306$0

Not filed for Q2 2022 yet (14)

Institutions that held Welltower Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
PGGM Investments4,816,404$413.1M
Parametric Portfolio Associates LLC1,368,717$131.6M
Virginia Retirement Systems Et Al272,233$26.2M
Amalgamated Financial Corp.109,521$10.5M
NN Investment Partners Holdings N.V.87,083$8.37M
Azimuth Capital Management LLC65,403$6.29M
Teachers Retirement System of the State of Kentucky29,809$2.87M
American National Insurance Co13,800$1.33M
IndexIQ Advisors LLC7,344$706.0K
American National Registered Investment Advisor, Inc.3,950$380.0K
Nauset Wealth Management. LLC3,672$353.0K
SJS Investment Consulting Inc.1,193$115.0K
Holloway Wealth Management, LLC–$24.0K
Lenox Wealth Advisors, LLC21$2.00K