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, Q2 2022
Institutional positions in Welltower Inc. as of Jun 30, 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
- 819
- −14 vs. Q1 2022
- Shares held
- 454.1M
- +20.2M (+4.7%) vs. Q1 2022
- Total value
- $37.4B
- −$4.30B (−10.3%) vs. Q1 2022
- New holders
- 75
- 316 more added
- Sold out
- 89
- 257 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| Financial Synergies Wealth Advisors, Inc. | 5 | $412 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $499 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Eagle Bay Advisors LLC | 15 | $1.24K | 0.00% | +15 | New |
| TD Ameritrade Investment Management, LLC | 29 | $2.00K | 0.00% | −187−86.6% | Reduced |
| American National Bank | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $2.00K | 0.00% | +3+13.0% | Added |
| BerganKDV Wealth Management, LLC | 39 | $3.00K | 0.00% | −1−2.5% | Reduced |
| Princeton Global Asset Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 33 | $3.00K | 0.00% | +9+37.5% | Added |
| Howe & Rusling Inc | 43 | $4.00K | 0.00% | −11−20.4% | Reduced |
| Institutional & Family Asset Management, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $4.00K | 0.00% | +46 | New |
| Horan Securities, Inc. | 45 | $4.00K | 0.00% | +45 | New |
| Estabrook Capital Management | 60 | $4.94K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 56 | $5.00K | 0.00% | +5+9.8% | Added |
| Country Trust Bank | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 63 | $5.00K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $6.01K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $7.00K | 0.00% | +27+42.9% | Added |
| TCI Wealth Advisors, Inc. | 102 | $8.00K | 0.00% | −28−21.5% | Reduced |
| Logan Capital Management Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $8.00K | 0.00% | +30+42.9% | Added |
| WFA of San Diego, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Tucker Asset Management LLC | 106 | $8.73K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 112 | $9.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 113 | $9.00K | 0.01% | +113 | New |
| West Paces Advisors Inc. | 110 | $9.06K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $9.88K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 120 | $10.0K | 0.00% | +74+160.9% | Added |
| ACG Wealth | 124 | $10.0K | 0.00% | +124 | New |
| Semmax Financial Advisors Inc. | 131 | $11.0K | 0.00% | – | – |
| Albion Financial Group | 135 | $11.0K | 0.00% | −65−32.5% | Reduced |
| Center for Financial Planning, Inc. | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 132 | $11.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $11.0K | 0.01% | +5+4.1% | Added |
| Evermay Wealth Management LLC | 149 | $12.0K | 0.00% | −125−45.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $12.0K | 0.00% | −44−22.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 148 | $12.0K | 0.00% | +148 | New |
| IMA Wealth, Inc. | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 158 | $13.0K | 0.01% | +1+0.6% | Added |
| Citizens National Bank Trust Department | 162 | $13.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 158 | $13.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 163 | $13.0K | 0.00% | +100+158.7% | Added |
| Alpha Paradigm Partners, LLC | 169 | $14.0K | 0.01% | −3,207−95.0% | Reduced |
| BDO Wealth Advisors, LLC | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $14.0K | 0.00% | +52+44.8% | Added |
| McIlrath & Eck, LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $15.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 177 | $15.0K | 0.02% | +177 | New |
| HM Payson & Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $16.0K | 0.00% | −1−0.5% | Reduced |
| Surevest, LLC | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 198 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $17.0K | 0.00% | +170 | New |
| Financial Perspectives, Inc | 216 | $17.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $19.0K | 0.00% | −4,000−94.5% | Reduced |
| Riverview Trust Co | 230 | $19.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 252 | $20.0K | 0.00% | −1,697−87.1% | Reduced |
| NVWM, LLC | 245 | $20.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 240 | $20.0K | 0.01% | +2+0.8% | Added |
| Anchor Investment Management, LLC | 250 | $20.6K | 0.00% | −50−16.7% | Reduced |
| Earnest Partners LLC | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 251 | $21.0K | 0.02% | +251 | New |
| Neo Ivy Capital Management | 271 | $22.0K | 0.06% | +271 | New |
| Zullo Investment Group, Inc. | 280 | $23.0K | 0.01% | −23−7.6% | Reduced |