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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 3,850 | $317.0K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,978 | $317.0K | 0.06% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,864 | $318.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,877 | $319.0K | 0.02% | +425+12.3% | Added |
| Quadrature Capital Ltd | 3,893 | $321.0K | 0.01% | +3,893 | New |
| Horizon Investments, LLC | 3,950 | $325.0K | 0.01% | +141+3.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $327.0K | 0.23% | +3,969 | New |
| Clarius Group, LLC | 4,060 | $334.0K | 0.03% | +311+8.3% | Added |
| First International Bank & Trust | 4,057 | $334.0K | 0.12% | +767+23.3% | Added |
| Renasant Bank | 4,060 | $334.0K | 0.27% | +4,060 | New |
| IHT Wealth Management, LLC | 4,109 | $338.0K | 0.03% | +139+3.5% | Added |
| We Are One Seven, LLC | 4,121 | $339.0K | 0.05% | +89+2.2% | Added |
| First American Trust, FSB | 4,124 | $340.0K | 0.05% | −11−0.3% | Reduced |
| Kinneret Advisory, LLC | 4,133 | $340.0K | 0.04% | +88+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $341.0K | 0.19% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,283 | $353.0K | 0.05% | −42−1.0% | Reduced |
| Ieq Capital, LLC | 4,360 | $359.0K | 0.01% | −305−6.5% | Reduced |
| Visionary Wealth Advisors | 4,374 | $360.0K | 0.03% | −283−6.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,300 | $360.0K | 0.36% | +4,300 | New |
| Flputnam Investment Management Co | 4,401 | $362.0K | 0.01% | +804+22.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $364.0K | 0.30% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,447 | $366.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 4,480 | $369.0K | 0.17% | −25−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $369.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | – | $369.0K | 0.00% | – | New |
| Stratos Wealth Partners, LTD. | 4,561 | $376.0K | 0.01% | −54−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 4,568 | $376.0K | 0.04% | +97+2.2% | Added |
| Fund Management at Engine No. 1 LLC | 4,584 | $377.0K | 0.10% | +898+24.4% | Added |
| Integrated Advisors Network LLC | 4,592 | $378.0K | 0.02% | −56−1.2% | Reduced |
| Gotham Asset Management, LLC | 4,662 | $384.0K | 0.01% | −10,222−68.7% | Reduced |
| Brinker Capital Investments, LLC | 4,700 | $387.0K | 0.01% | −262−5.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,719 | $389.0K | 0.09% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,740 | $390.0K | 0.03% | +4+0.1% | Added |
| TrinityPoint Wealth, LLC | 4,758 | $392.0K | 0.09% | −601−11.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,782 | $394.0K | 0.01% | −472−9.0% | Reduced |
| Armor Investment Advisors, LLC | 4,805 | $396.0K | 0.26% | −300−5.9% | Reduced |
| Pluribus Labs, LLC | 4,818 | $397.0K | 0.72% | +4,818 | New |
| IFP Advisors, Inc | 6,459 | $398.0K | 0.01% | −4,466−40.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,837 | $398.0K | 0.01% | +197+4.2% | Added |
| Tower Bridge Advisors | 4,850 | $399.4K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 4,860 | $400.0K | 0.21% | +125+2.6% | Added |
| Glenview Trust Co | 4,869 | $401.0K | 0.01% | +136+2.9% | Added |
| Investment Advisory Group, LLC | 4,927 | $404.0K | 0.27% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 4,908 | $404.0K | 0.06% | +250+5.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,939 | $407.0K | 0.00% | +3,839+349.0% | Added |
| Greenleaf Trust | 4,993 | $411.0K | 0.01% | −540−9.8% | Reduced |
| Koss-Olinger Consulting, LLC | 5,015 | $413.0K | 0.08% | −3,325−39.9% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $417.0K | 0.43% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,209 | $429.0K | 0.25% | −573−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,245 | $432.0K | 0.01% | +5,245 | New |
| Eqis Capital Management, Inc. | 5,247 | $432.1K | 0.05% | +910+21.0% | Added |
| Orion Capital Management LLC | 5,290 | $436.0K | 0.34% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,293 | $436.0K | 0.04% | +20.0% | Added |
| Lumbard & Kellner, LLC | 5,496 | $453.0K | 0.23% | −4,355−44.2% | Reduced |
| Financial Counselors Inc | 5,600 | $461.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,611 | $462.0K | 0.04% | +190+3.5% | Added |
| Ameritas Investment Partners, Inc. | 5,643 | $464.0K | 0.02% | +90+1.6% | Added |
| Wetherby Asset Management Inc | 5,689 | $468.0K | 0.03% | +641+12.7% | Added |
| American Research & Management Co. | 5,700 | $469.0K | 0.12% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,770 | $475.0K | 0.11% | +5,770 | New |
| Values First Advisors, Inc. | 5,815 | $479.0K | 0.34% | −237−3.9% | Reduced |
| Cigna Investments Inc | 5,830 | $480.0K | 0.10% | −1,853−24.1% | Reduced |
| Bailard, Inc. | 5,838 | $481.0K | 0.02% | +25+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,872 | $484.0K | 0.04% | +721+14.0% | Added |
| Desjardins Global Asset Management Inc. | 5,949 | $489.0K | 0.06% | +2,409+68.1% | Added |
| NewEdge Wealth, LLC | 6,061 | $499.0K | 0.02% | +6,061 | New |
| Donaldson Capital Management, LLC | 6,078 | $500.0K | 0.03% | +913+17.7% | Added |
| Johnson Investment Counsel Inc | 6,075 | $500.0K | 0.01% | +1,758+40.7% | Added |
| Jones Financial Companies LLLP | 6,121 | $504.0K | 0.00% | −325−5.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $507.0K | 0.06% | −135−2.1% | Reduced |
| Veritable, L.P. | 6,265 | $516.0K | 0.01% | +314+5.3% | Added |
| Toroso Investments, LLC | 6,277 | $517.0K | 0.02% | −271−4.1% | Reduced |
| Farmers & Merchants Investments Inc | 6,374 | $525.0K | 0.02% | +82+1.3% | Added |
| CWM, LLC | 6,428 | $529.0K | 0.00% | +1,224+23.5% | Added |
| EP Wealth Advisors, LLC | 6,527 | $538.0K | 0.01% | +2,025+45.0% | Added |
| Jennison Associates LLC | 6,533 | $538.0K | 0.00% | +6,533 | New |
| Greenup Street Wealth Management LLC | 6,570 | $541.0K | 0.26% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,706 | $552.0K | 0.38% | +15+0.2% | Added |
| Corient Capital Partners, LLC | 6,713 | $553.0K | 0.04% | −206−3.0% | Reduced |
| Meeder Asset Management Inc | 6,742 | $555.0K | 0.03% | +2,028+43.0% | Added |
| Harbert Fund Advisors, Inc. | 6,815 | $561.0K | 0.42% | +6,815 | New |
| Associated Banc-Corp | 6,931 | $571.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 6,939 | $571.0K | 0.08% | +1,940+38.8% | Added |
| Sara-Bay Financial | 6,936 | $575.0K | 0.29% | +602+9.5% | Added |
| Assenagon Asset Management S.A. | 7,000 | $576.0K | 0.00% | +957+15.8% | Added |
| Hendershot Investments Inc. | 7,202 | $593.0K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,252 | $597.2K | 0.03% | −303−4.0% | Reduced |
| Lincoln National Corp | 7,289 | $600.0K | 0.01% | +20.0% | Added |
| Verition Fund Management LLC | 7,289 | $600.0K | 0.01% | +7,289 | New |
| First Hawaiian Bank | 7,348 | $605.0K | 0.02% | −287−3.8% | Reduced |
| Wexford Capital LP | 7,400 | $609.0K | 0.10% | −2,607−26.1% | Reduced |
| Federated Hermes, Inc. | 7,474 | $615.0K | 0.00% | +1,259+20.3% | Added |
| Safeguard Investment Advisory Group, LLC | 6,484 | $623.0K | 0.38% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,579 | $624.0K | 0.01% | +424+5.9% | Added |
| Stiles Financial Services Inc | 7,601 | $626.0K | 0.38% | +42+0.6% | Added |
| Summit Financial Group Inc | 7,618 | $627.0K | 0.24% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 7,763 | $639.0K | 0.48% | −85−1.1% | Reduced |
| Sigma Planning Corp | 7,936 | $654.0K | 0.02% | −367−4.4% | Reduced |
| Metis Global Partners, LLC | 7,980 | $658.0K | 0.11% | +1,096+15.9% | Added |
| Moody National Bank Trust Division | 8,018 | $661.0K | 0.07% | −9,825−55.1% | Reduced |