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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,075 | $665.0K | 0.21% | 00.0% | Unchanged |
| Umb Bank N A | 8,160 | $672.0K | 0.01% | −999−10.9% | Reduced |
| Snowden Capital Advisors LLC | 8,178 | $673.0K | 0.03% | +366+4.7% | Added |
| Huntington National Bank | 8,253 | $679.0K | 0.01% | +279+3.5% | Added |
| Vanderbilt University | 8,489 | $699.1K | 0.18% | +8,489 | New |
| AE Wealth Management LLC | 8,517 | $701.0K | 0.01% | +215+2.6% | Added |
| Ingalls & Snyder LLC | 8,576 | $706.0K | 0.04% | −50−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,678 | $715.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,432 | $728.0K | 0.07% | +3,449+69.2% | Added |
| Naviter Wealth, LLC | 8,891 | $732.0K | 0.30% | −422−4.5% | Reduced |
| Warren Averett Asset Management, LLC | 8,963 | $738.0K | 0.07% | −24−0.3% | Reduced |
| Schnieders Capital Management LLC | 9,046 | $745.0K | 0.22% | −3,923−30.2% | Reduced |
| Park Avenue Securities LLC | 9,046 | $745.0K | 0.01% | +1,275+16.4% | Added |
| Everence Capital Management Inc | 9,100 | $749.0K | 0.07% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 9,198 | $757.0K | 0.50% | −88−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 9,240 | $761.0K | 0.03% | −10.0% | Reduced |
| Oxford Financial Group Ltd | 9,261 | $763.0K | 0.11% | +27+0.3% | Added |
| GWM Advisors LLC | 9,298 | $766.0K | 0.01% | +9,298 | New |
| Laurel Wealth Advisors, Inc. | 9,410 | $775.0K | 0.08% | −625−6.2% | Reduced |
| Penserra Capital Management LLC | 9,509 | $782.0K | 0.02% | −8,381−46.8% | Reduced |
| Richwood Investment Advisors, LLC | 9,538 | $785.0K | 0.79% | −315−3.2% | Reduced |
| Abeille Asset Management SA | 9,645 | $794.0K | 0.03% | +2,238+30.2% | Added |
| Cetera Investment Advisers | 9,656 | $795.0K | 0.01% | −441−4.4% | Reduced |
| Balentine LLC | 9,653 | $795.0K | 0.03% | +3,728+62.9% | Added |
| F3Logic, LLC | 9,793 | $806.0K | 0.14% | +9,793 | New |
| Community Bank & Trust, Waco, Texas | 9,843 | $811.0K | 0.27% | −50−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 9,939 | $818.0K | 0.35% | −19−0.2% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $824.0K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,045 | $827.0K | 0.05% | −924−8.4% | Reduced |
| Atlantic Union Bankshares Corp | 10,125 | $834.0K | 0.09% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 10,123 | $834.0K | 0.95% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 10,317 | $850.0K | 0.27% | +10,317 | New |
| Sawtooth Solutions, LLC | 10,454 | $860.0K | 0.11% | +1,883+22.0% | Added |
| Wambolt & Associates, LLC | 10,512 | $866.0K | 0.35% | +858+8.9% | Added |
| Old North State Wealth Management, LLC | 10,534 | $868.1K | 0.99% | +29+0.3% | Added |
| Cadent Capital Advisors, LLC | 10,612 | $874.0K | 0.51% | −180−1.7% | Reduced |
| Stephens Inc | 10,727 | $883.0K | 0.02% | −429−3.8% | Reduced |
| Gsa Capital Partners LLP | 10,737 | $884.0K | 0.13% | +7,595+241.7% | Added |
| AGF Investments LLC | 10,743 | $885.0K | 0.08% | +732+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 10,824 | $891.0K | 0.02% | −160−1.5% | Reduced |
| Agf Investments Inc. | 10,823 | $891.0K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 10,918 | $899.0K | 0.40% | +155+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,990 | $905.0K | 0.01% | +511+4.9% | Added |
| NFP Retirement, Inc. | 11,110 | $914.9K | 0.23% | +54+0.5% | Added |
| Gray Wealth Management Inc. | 11,239 | $925.0K | 0.56% | +635+6.0% | Added |
| Whittier Trust Co | 11,330 | $933.0K | 0.02% | +30+0.3% | Added |
| Brown Advisory Inc | 11,720 | $965.0K | 0.00% | −608−4.9% | Reduced |
| Independent Advisor Alliance | 11,941 | $983.0K | 0.05% | −275−2.3% | Reduced |
| HighPoint Advisor Group LLC | 12,109 | $989.0K | 0.11% | +12,109 | New |
| Abbrea Capital, LLC | 12,058 | $996.0K | 0.17% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 12,729 | $1.05M | 0.01% | +12,729 | New |
| Ensign Peak Advisors, Inc | 13,210 | $1.09M | 0.00% | −7,701−36.8% | Reduced |
| Brookstone Capital Management | 13,358 | $1.10M | 0.02% | +189+1.4% | Added |
| Atria Investments LLC | 13,388 | $1.10M | 0.02% | +13,388 | New |
| Welch Group, LLC | 13,563 | $1.12M | 0.07% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 13,588 | $1.12M | 0.13% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 13,707 | $1.13M | 0.01% | +4,596+50.4% | Added |
| Ethic Inc. | 13,868 | $1.14M | 0.08% | +3,418+32.7% | Added |
| O'Rourke & Company, Inc | 13,937 | $1.15M | 0.97% | −232−1.6% | Reduced |
| Jupiter Asset Management Ltd | 14,014 | $1.15M | 0.02% | −2,721−16.3% | Reduced |
| Pendal Group Limited | 14,084 | $1.16M | 0.01% | +1,853+15.2% | Added |
| Pearl River Capital, LLC | 14,348 | $1.18M | 0.28% | +9,862+219.8% | Added |
| Eudaimonia Partners, LLC | 14,386 | $1.19M | 0.22% | +35+0.2% | Added |
| Advisor Partners LLC | 14,390 | $1.19M | 0.08% | +433+3.1% | Added |
| Sompo Asset Management Co., Ltd. | 14,520 | $1.20M | 0.30% | −1,820−11.1% | Reduced |
| Sumitomo Life Insurance Co | 14,627 | $1.21M | 0.03% | +386+2.7% | Added |
| Arkadios Wealth Advisors | 14,993 | $1.24M | 0.18% | −602−3.9% | Reduced |
| Broderick Brian C | 15,000 | $1.24M | 0.37% | 00.0% | Unchanged |
| Colony Group LLC | 15,030 | $1.24M | 0.02% | +40.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,167 | $1.25M | 1.05% | −200−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,389 | $1.27M | 0.02% | +3,816+33.0% | Added |
| Pathstone Family Office, LLC | 15,392 | $1.27M | 0.03% | −592−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 15,500 | $1.28M | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,510 | $1.28M | 0.12% | +2,662+20.7% | Added |
| RDA Financial Network | 15,600 | $1.28M | 0.65% | −36−0.2% | Reduced |
| AlphaCrest Capital Management LLC | 15,614 | $1.29M | 0.06% | +9,491+155.0% | Added |
| Atria Wealth Solutions, Inc. | 15,666 | $1.29M | 0.03% | +3,299+26.7% | Added |
| Jane Street Group, LLC | 15,723 | $1.29M | 0.00% | −41,887−72.7% | Reduced |
| Cetera Advisors LLC | 15,721 | $1.29M | 0.03% | +493+3.2% | Added |
| Banque Cantonale Vaudoise | 15,828 | $1.30M | 0.07% | +3,900+32.7% | Added |
| Cascade Investment Advisors, Inc. | 15,935 | $1.31M | 1.03% | −1,150−6.7% | Reduced |
| United Services Automobile Association | 15,937 | $1.31M | 0.03% | +15,937 | New |
| NTV Asset Management LLC | 15,988 | $1.32M | 0.26% | 00.0% | Unchanged |
| Forte Capital LLC | 16,033 | $1.32M | 0.23% | −204−1.3% | Reduced |
| Atom Investors LP | 16,080 | $1.32M | 0.58% | +10,098+168.8% | Added |
| Bard Associates Inc | 16,260 | $1.34M | 0.57% | +631+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,508 | $1.36M | 0.06% | +4,128+33.3% | Added |
| Paradigm Asset Management Co LLC | 16,588 | $1.37M | 0.42% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 16,706 | $1.38M | 0.37% | −2,910−14.8% | Reduced |
| Ancora Advisors, LLC | 16,902 | $1.39M | 0.04% | −2,421−12.5% | Reduced |
| Liberty Capital Management, Inc. | 17,020 | $1.40M | 0.50% | −263−1.5% | Reduced |
| Panagora Asset Management Inc | 17,381 | $1.43M | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 17,584 | $1.45M | 0.06% | −718−3.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $1.49M | 0.07% | +53+0.3% | Added |
| Mirova | 18,266 | $1.50M | 0.21% | +15,285+512.7% | Added |
| M Holdings Securities, Inc. | 18,417 | $1.52M | 0.15% | −250−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 19,335 | $1.59M | 0.03% | −921−4.5% | Reduced |
| Raymond James Trust N.A. | 19,455 | $1.60M | 0.06% | +110+0.6% | Added |
| Aevitas Wealth Management, Inc. | 19,630 | $1.62M | 1.09% | +537+2.8% | Added |
| D.A. Davidson & Co. | 19,824 | $1.63M | 0.02% | +218+1.1% | Added |