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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 1,999 | $165.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,016 | $166.0K | 0.02% | +2,016 | New |
| Sterling Investment Advisors, Ltd. | 2,175 | $179.0K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,215 | $182.0K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,273 | $187.0K | 0.01% | +413+22.2% | Added |
| Hudock, Inc. | 2,378 | $195.0K | 0.07% | +7+0.3% | Added |
| Vectors Research Management, LLC | 2,402 | $198.0K | 0.05% | +75+3.2% | Added |
| Prudent Man Advisors, LLC | 2,434 | $200.0K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,435 | $201.0K | 0.05% | −258−9.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $202.0K | 0.07% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,450 | $202.0K | 0.01% | +44+1.8% | Added |
| Bahl & Gaynor Inc | 2,480 | $204.0K | 0.00% | +349+16.4% | Added |
| Walter & Keenan Financial Consulting Co | 2,484 | $205.0K | 0.08% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,495 | $205.0K | 0.08% | +17+0.7% | Added |
| Pinebridge Investments, L.P. | 2,521 | $208.0K | 0.00% | −58,560−95.9% | Reduced |
| Financial Advocates Investment Management | 2,526 | $208.0K | 0.02% | −556−18.0% | Reduced |
| Hilltop Holdings Inc. | 2,524 | $208.0K | 0.03% | +3+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,522 | $208.0K | 0.04% | 00.0% | Unchanged |
| Advisor Resource Council | 2,533 | $208.0K | 0.02% | +2,533 | New |
| Schechter Investment Advisors, LLC | 2,545 | $209.0K | 0.02% | +132+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,537 | $209.0K | 0.04% | +149+6.2% | Added |
| Wharton Business Group, LLC | 2,555 | $210.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,560 | $211.0K | 0.10% | +75+3.0% | Added |
| Symmetry Partners, LLC | 2,566 | $211.0K | 0.01% | +2,566 | New |
| CoreCap Advisors, LLC | 2,579 | $212.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,630 | $217.0K | 0.02% | +250+10.5% | Added |
| Moloney Securities Asset Management, LLC | 2,702 | $222.0K | 0.05% | +3+0.1% | Added |
| Old National Bancorp | 2,701 | $222.0K | 0.01% | +2,701 | New |
| Ameritas Advisory Services, LLC | 2,715 | $224.0K | 0.01% | +2,715 | New |
| Ninepoint Partners LP | 2,807 | $231.0K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $231.0K | 0.30% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,809 | $231.3K | 0.00% | +1,370+95.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,837 | $233.0K | 0.02% | +98+3.6% | Added |
| Spire Wealth Management | 2,872 | $236.0K | 0.01% | −1,957−40.5% | Reduced |
| Sentry Investment Management LLC | 2,875 | $237.0K | 0.11% | −560−16.3% | Reduced |
| Hunter Associates Investment Management LLC | 2,895 | $237.0K | 0.06% | +2,895 | New |
| Somerville Kurt F | 2,900 | $239.0K | 0.05% | −600−17.1% | Reduced |
| First Affirmative Financial Network | 2,920 | $240.0K | 0.27% | −246−7.8% | Reduced |
| Commons Capital, LLC | 2,912 | $240.0K | 0.36% | +13+0.4% | Added |
| M&G Investment Management Ltd | 2,947 | $242.0K | 0.00% | −27−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,956 | $243.0K | 0.08% | −2,267−43.4% | Reduced |
| Keystone Financial Group | 2,966 | $244.0K | 0.05% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 2,994 | $246.0K | 0.07% | −1,712−36.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,961 | $246.0K | 0.18% | −60−2.0% | Reduced |
| Shelton Capital Management | 2,992 | $246.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,990 | $246.3K | 0.01% | −138−4.4% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $247.0K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,046 | $250.0K | 0.03% | +5+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,053 | $251.0K | 0.01% | −463−13.2% | Reduced |
| Atlantic Trust, LLC | 3,040 | $251.0K | 0.19% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,045 | $251.0K | 0.04% | +80+2.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,056 | $252.0K | 0.02% | +3,056 | New |
| Oak Thistle LLC | 3,092 | $255.0K | 0.49% | −43−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 3,100 | $255.0K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,147 | $259.0K | 0.07% | +3,147 | New |
| Great Valley Advisor Group, Inc. | 3,158 | $260.0K | 0.01% | +336+11.9% | Added |
| Rehmann Capital Advisory Group | 3,166 | $260.8K | 0.03% | +537+20.4% | Added |
| Stonnington Group, LLC | 3,200 | $262.0K | 0.07% | −210−6.2% | Reduced |
| Regentatlantic Capital LLC | 3,184 | $262.0K | 0.01% | −18−0.6% | Reduced |
| Heritage Trust Co | 3,182 | $262.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 3,190 | $263.0K | 0.01% | +718+29.0% | Added |
| Bessemer Group Inc | 3,211 | $264.0K | 0.00% | −8,093−71.6% | Reduced |
| Proficio Capital Partners LLC | 3,208 | $264.0K | 0.05% | +14+0.4% | Added |
| Valeo Financial Advisors, LLC | 3,223 | $265.0K | 0.02% | −210−6.1% | Reduced |
| Sabal Trust CO | 3,226 | $266.0K | 0.02% | +3,226 | New |
| Maven Securities LTD | 3,226 | $266.0K | 0.05% | +3,226 | New |
| Eaton Vance Management | 3,262 | $268.0K | 0.00% | −8,410−72.1% | Reduced |
| Signaturefd, LLC | 3,251 | $268.0K | 0.01% | −527−13.9% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $268.0K | 0.14% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,263 | $269.0K | 0.00% | +9+0.3% | Added |
| 9258 Wealth Management, LLC | 3,330 | $274.0K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,345 | $275.0K | 0.02% | −400−10.7% | Reduced |
| Quadrant Capital Group LLC | 3,343 | $275.0K | 0.04% | +51+1.5% | Added |
| Glenmede Trust Co NA | 3,389 | $278.0K | 0.00% | −782−18.7% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $280.0K | 0.19% | −136−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,395 | $280.0K | 0.11% | +76+2.3% | Added |
| Regal Investment Advisors LLC | 3,416 | $281.0K | 0.03% | −1,936−36.2% | Reduced |
| Bogart Wealth, LLC | 3,424 | $282.0K | 0.02% | −100−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,486 | $287.0K | 0.00% | −13,192−79.1% | Reduced |
| Bluestein R H & Co | 3,500 | $288.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,506 | $289.0K | 0.01% | −7−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,513 | $289.0K | 0.01% | +19+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,525 | $290.0K | 0.02% | +1,127+47.0% | Added |
| Advisory Services Network, LLC | 3,577 | $294.0K | 0.01% | +7+0.2% | Added |
| Boston Private Wealth LLC | 3,582 | $295.0K | 0.00% | +197+5.8% | Added |
| Bowman & Co S.C. | 3,615 | $298.0K | 0.26% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,625 | $299.0K | 0.01% | +2,363+187.2% | Added |
| Private Capital Management LLC | 3,119 | $300.0K | 0.10% | 00.0% | Unchanged |
| Proequities, Inc. | 3,658 | $301.0K | 0.03% | −4−0.1% | Reduced |
| Prospera Financial Services Inc | 3,664 | $302.0K | 0.02% | −950−20.6% | Reduced |
| Whalerock Point Partners, LLC | 3,680 | $303.0K | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,683 | $303.0K | 0.00% | +3,683 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $304.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,727 | $307.0K | 0.01% | −148−3.8% | Reduced |
| Accurate Wealth Management, LLC | 3,727 | $307.0K | 0.17% | −107−2.8% | Reduced |
| Coldstream Capital Management Inc | 3,773 | $311.0K | 0.01% | +168+4.7% | Added |
| Personal Cfo Solutions, LLC | 3,783 | $312.0K | 0.07% | −257−6.4% | Reduced |
| SFMG, LLC | 3,794 | $312.0K | 0.04% | −165−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 3,819 | $315.0K | 0.01% | +73+1.9% | Added |
| Southland Equity Partners LLC | 3,832 | $315.6K | 0.14% | 00.0% | Unchanged |