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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 282 | $23.0K | 0.00% | +88+45.4% | Added |
| First Bank & Trust | 290 | $24.0K | 0.01% | −29−9.1% | Reduced |
| Aspire Private Capital, LLC | 289 | $24.0K | 0.01% | +2+0.7% | Added |
| Larson Financial Group LLC | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $25.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 312 | $26.0K | 0.00% | −154−33.0% | Reduced |
| Bell Investment Advisors, Inc | 319 | $26.0K | 0.01% | +319 | New |
| Heritage Wealth Advisors | 330 | $27.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 327 | $27.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 331 | $27.0K | 0.00% | +13+4.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 325 | $27.0K | 0.00% | +325 | New |
| Piscataqua Savings Bank | 338 | $28.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 354 | $29.0K | 0.01% | −58−14.1% | Reduced |
| Silvant Capital Management LLC | 348 | $29.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 388 | $32.0K | 0.02% | −45−10.4% | Reduced |
| Disciplined Investments, LLC | 387 | $32.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 413 | $34.0K | 0.02% | +74+21.8% | Added |
| Sutton Wealth Advisors Inc. | 421 | $34.7K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 442 | $36.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 442 | $36.0K | 0.02% | +442 | New |
| Atlas Capital Advisors LLC | 439 | $36.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $37.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $37.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $41.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 495 | $41.0K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $41.0K | 0.00% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 528 | $44.0K | 0.03% | +3+0.6% | Added |
| Focused Wealth Management, Inc | 587 | $48.0K | 0.01% | +1+0.2% | Added |
| Caldwell Trust Co | 610 | $50.2K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 657 | $54.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 653 | $54.0K | 0.00% | +73+12.6% | Added |
| Antonetti Capital Management LLC | 695 | $57.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 722 | $59.0K | 0.00% | −21,665−96.8% | Reduced |
| Webster Bank, N. A. | 740 | $61.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 743 | $61.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 772 | $64.0K | 0.00% | −117−13.2% | Reduced |
| Leonteq Securities AG | 800 | $65.9K | 0.00% | +800 | New |
| Old Second National Bank of Aurora | 808 | $66.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 825 | $68.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 832 | $68.0K | 0.02% | +47+6.0% | Added |
| Fairfield Financial Advisors, LTD | 847 | $69.8K | 0.03% | +6+0.7% | Added |
| TCTC Holdings, LLC | 850 | $70.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $70.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 851 | $70.0K | 0.01% | +851 | New |
| Smithfield Trust Co | 900 | $73.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 891 | $73.0K | 0.01% | +244+37.7% | Added |
| Private Ocean, LLC | 910 | $74.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 915 | $75.0K | 0.02% | +133+17.0% | Added |
| Bollard Group LLC | 929 | $77.0K | 0.00% | −1,636−63.8% | Reduced |
| Harbor Investment Advisory, LLC | 930 | $77.0K | 0.01% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 937 | $77.0K | 0.26% | +937 | New |
| Private Capital Group, LLC | 945 | $78.0K | 0.06% | −327−25.7% | Reduced |
| Cordasco Financial Network | 973 | $80.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 971 | $80.0K | 0.01% | +176+22.1% | Added |
| Sargent Bickham Lagudis LLC | 1,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 865 | $82.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,008 | $84.0K | 0.03% | +56+5.9% | Added |
| Glen Eagle Advisors, LLC | 1,023 | $84.2K | 0.02% | +220+27.4% | Added |
| Evoke Wealth, LLC | 1,085 | $89.0K | 0.00% | −4−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,080 | $89.0K | 0.02% | +7+0.7% | Added |
| Washington Trust Co | 1,090 | $90.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,115 | $91.0K | 0.05% | −97−8.0% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $91.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,135 | $94.0K | 0.00% | −171−13.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,143 | $94.0K | 0.00% | +161+16.4% | Added |
| Money Concepts Capital Corp | 1,141 | $95.0K | 0.01% | −6,039−84.1% | Reduced |
| Emfo, LLC | 1,150 | $95.0K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,149 | $95.0K | 0.03% | +770+203.2% | Added |
| Key Financial Inc | 1,167 | $97.0K | 0.05% | −64−5.2% | Reduced |
| Charter Oak Capital Management, LLC | 1,232 | $101.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,234 | $102.0K | 0.02% | −37−2.9% | Reduced |
| Private Trust Co NA | 1,235 | $102.0K | 0.02% | +1,235 | New |
| Covestor Ltd | 1,246 | $103.0K | 0.08% | +948+318.1% | Added |
| PSI Advisors, LLC | 1,296 | $107.0K | 0.05% | −70−5.1% | Reduced |
| Ellevest, Inc. | 1,305 | $107.0K | 0.01% | −29−2.2% | Reduced |
| FourThought Financial, LLC | 1,326 | $109.0K | 0.02% | −681−33.9% | Reduced |
| Harbour Investments, Inc. | 1,367 | $113.0K | 0.01% | +1,367 | New |
| MV Capital Management, Inc. | 1,412 | $116.0K | 0.02% | −28−1.9% | Reduced |
| Covington Capital Management | 1,425 | $117.0K | 0.00% | +450+46.2% | Added |
| HHM Wealth Advisors, LLC | 1,454 | $120.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,460 | $120.0K | 0.06% | +60+4.3% | Added |
| FAI Wealth Management | 1,500 | $123.0K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,500 | $124.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,576 | $129.0K | 0.03% | +11+0.7% | Added |
| Clearstead Advisors, LLC | 1,565 | $129.0K | 0.01% | +41+2.7% | Added |
| Motco | 1,573 | $130.0K | 0.01% | −95−5.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,576 | $130.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,572 | $130.0K | 0.01% | +314+25.0% | Added |
| Quantbot Technologies LP | 1,624 | $133.0K | 0.01% | +1,624 | New |
| TD Waterhouse Canada Inc. | 1,603 | $133.4K | 0.00% | +42+2.7% | Added |
| National Bank of Canada | 1,698 | $140.0K | 0.00% | +22+1.3% | Added |
| Allworth Financial LP | 1,704 | $140.0K | 0.00% | +316+22.8% | Added |
| Glassman Wealth Services | 1,767 | $146.0K | 0.03% | +38+2.2% | Added |
| Cutler Group LP | 1,800 | $148.0K | 0.02% | +898+99.6% | Added |
| Lindbrook Capital, LLC | 1,922 | $158.0K | 0.03% | +36+1.9% | Added |
| Parallel Advisors, LLC | 1,981 | $163.0K | 0.01% | −82−4.0% | Reduced |