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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 19,866 | $1.64M | 0.08% | −1,255−5.9% | Reduced |
| E. Ohman J:or Asset Management AB | 19,904 | $1.64M | 0.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 20,050 | $1.65M | 1.39% | +175+0.9% | Added |
| Hotaling Investment Management, LLC | 20,058 | $1.65M | 0.72% | −654−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,193 | $1.66M | 0.04% | +977+5.1% | Added |
| Edgemoor Investment Advisors, Inc. | 20,249 | $1.67M | 0.21% | −110−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 20,579 | $1.70M | 0.03% | −23−0.1% | Reduced |
| Rafferty Asset Management, LLC | 21,071 | $1.74M | 0.02% | −2,723−11.4% | Reduced |
| Prudential PLC | 21,329 | $1.76M | 0.03% | +1,289+6.4% | Added |
| Bokf, NA | 21,461 | $1.77M | 0.03% | +611+2.9% | Added |
| Vestcor Inc | 21,895 | $1.80M | 0.07% | +4,170+23.5% | Added |
| Spirit of America Management Corp | 22,235 | $1.83M | 0.42% | +400+1.8% | Added |
| Winton Group Ltd | 22,271 | $1.83M | 0.10% | +22,271 | New |
| ProVise Management Group, LLC | 22,435 | $1.85M | 0.20% | −177−0.8% | Reduced |
| PFG Advisors | 22,671 | $1.87M | 0.21% | +366+1.6% | Added |
| Fred Alger Management, LLC | 23,410 | $1.93M | 0.01% | +5,040+27.4% | Added |
| Capital Investment Advisors, LLC | 23,605 | $1.94M | 0.06% | −227−1.0% | Reduced |
| MML Investors Services, LLC | 23,819 | $1.96M | 0.01% | −350−1.4% | Reduced |
| New Mexico Educational Retirement Board | 24,148 | $1.99M | 0.10% | −1,200−4.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 24,091 | $1.99M | 0.50% | +4,643+23.9% | Added |
| Strategic Wealth Advisors Group, LLC | 24,553 | $2.01M | 0.08% | +477+2.0% | Added |
| Wealthfront Advisers LLC | 24,398 | $2.01M | 0.01% | −4,553−15.7% | Reduced |
| Boston Family Office LLC | 24,796 | $2.04M | 0.17% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 25,360 | $2.09M | 0.05% | +890+3.6% | Added |
| JustInvest LLC | 25,616 | $2.11M | 0.10% | +4,216+19.7% | Added |
| Pensionfund Sabic | 26,259 | $2.16M | 0.69% | −2,000−7.1% | Reduced |
| Blair William & Co | 26,340 | $2.17M | 0.01% | +226+0.9% | Added |
| Lincluden Management Ltd | 26,617 | $2.19M | 0.24% | −3,870−12.7% | Reduced |
| Seeyond | 26,656 | $2.19M | 0.25% | +3,993+17.6% | Added |
| O'Shaughnessy Asset Management, LLC | 26,977 | $2.22M | 0.04% | +1,546+6.1% | Added |
| Andra AP-fonden | 27,700 | $2.28M | 0.07% | +27,700 | New |
| Mercer Global Advisors Inc | 27,903 | $2.30M | 0.01% | −2,516−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 28,080 | $2.31M | 0.05% | −98,605−77.8% | Reduced |
| Creative Planning | 28,354 | $2.33M | 0.00% | +1,048+3.8% | Added |
| Commerce Bank | 28,412 | $2.34M | 0.02% | +866+3.1% | Added |
| Louisiana State Employees Retirement System | 28,700 | $2.36M | 0.06% | +1,200+4.4% | Added |
| Edmond de Rothschild Holding S.A. | 28,985 | $2.39M | 0.06% | −1,387−4.6% | Reduced |
| Allstate Corp | 29,363 | $2.42M | 0.07% | +2,978+11.3% | Added |
| Mariner, LLC | 29,504 | $2.43M | 0.01% | +2,409+8.9% | Added |
| Duality Advisers, LP | 29,497 | $2.43M | 0.24% | +29,497 | New |
| Baird Financial Group, Inc. | 29,926 | $2.46M | 0.01% | −1,168−3.8% | Reduced |
| Oppenheimer & Co Inc | 30,054 | $2.48M | 0.05% | +2,145+7.7% | Added |
| Natixis Investment Managers International | 30,109 | $2.48M | 0.05% | +19,099+173.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 30,137 | $2.48M | 0.40% | +3,142+11.6% | Added |
| Achmea Investment Management B.V. | 32,194 | $2.65M | 0.09% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 32,049 | $2.67M | 0.03% | +10,372+47.8% | Added |
| United Capital Financial Advisers, LLC | 32,884 | $2.71M | 0.01% | −50.0% | Reduced |
| Shell Asset Management Co | 33,424 | $2.75M | 0.08% | +3,612+12.1% | Added |
| Vident Investment Advisory, LLC | 33,706 | $2.77M | 0.08% | −344−1.0% | Reduced |
| Endeavour Capital Advisors Inc | 33,610 | $2.77M | 0.53% | +33,610 | New |
| Kentucky Retirement Systems | 33,693 | $2.77M | 0.12% | +5,948+21.4% | Added |
| Rainey & Randall Investment Management Inc. | 34,218 | $2.82M | 1.11% | −1,106−3.1% | Reduced |
| Maryland State Retirement & Pension System | 34,989 | $2.88M | 0.09% | +1,570+4.7% | Added |
| Elo Mutual Pension Insurance Co | 35,256 | $2.90M | 0.10% | +1,022+3.0% | Added |
| Lockheed Martin Investment Management Co | 35,553 | $2.93M | 0.20% | −12,560−26.1% | Reduced |
| PEAK6 Investments LLC | 35,885 | $2.96M | 0.07% | +35,885 | New |
| Private Advisor Group, LLC | 36,434 | $3.00M | 0.03% | −1,944−5.1% | Reduced |
| Spinnaker Trust | 36,515 | $3.01M | 0.23% | −275−0.7% | Reduced |
| Nicola Wealth Management Ltd. | 36,505 | $3.01M | 0.29% | +36,505 | New |
| Kornitzer Capital Management Inc | 36,790 | $3.03M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36,826 | $3.03M | 0.01% | −3,227−8.1% | Reduced |
| Fifth Third Bancorp | 36,844 | $3.03M | 0.01% | −625−1.7% | Reduced |
| B. Riley Wealth Management, Inc. | 36,985 | $3.05M | 0.29% | −27,699−42.8% | Reduced |
| Versor Investments LP | 37,179 | $3.06M | 0.12% | +31,679+576.0% | Added |
| SG Americas Securities, LLC | 37,431 | $3.08M | 0.04% | +14,750+65.0% | Added |
| Squarepoint Ops LLC | 37,563 | $3.09M | 0.03% | −11,905−24.1% | Reduced |
| Cetera Advisor Networks LLC | 37,605 | $3.10M | 0.04% | −605−1.6% | Reduced |
| DuPont Capital Management Corp | 38,112 | $3.14M | 0.15% | +728+1.9% | Added |
| Xponance, Inc. | 38,824 | $3.20M | 0.06% | +9,299+31.5% | Added |
| Callahan Advisors, LLC | 39,236 | $3.23M | 0.43% | +473+1.2% | Added |
| Bamco Inc | 39,257 | $3.23M | 0.01% | −500−1.3% | Reduced |
| Nordea Investment Management AB | 40,477 | $3.36M | 0.00% | +3,789+10.3% | Added |
| Redpoint Investment Management Pty Ltd | 41,104 | $3.38M | 0.40% | −1,372−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 41,460 | $3.41M | 0.06% | +4,532+12.3% | Added |
| Norinchukin Bank, The | 42,479 | $3.50M | 0.07% | −8,697−17.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 42,837 | $3.53M | 0.02% | +3,257+8.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $3.54M | 0.08% | +10,000+30.3% | Added |
| Presima Inc. | 43,850 | $3.61M | 0.89% | −183,100−80.7% | Reduced |
| Peapack Gladstone Financial Corp | 43,995 | $3.62M | 0.08% | −1,223−2.7% | Reduced |
| US Bancorp | 44,530 | $3.67M | 0.01% | +411+0.9% | Added |
| Advisors Asset Management, Inc. | 44,720 | $3.68M | 0.07% | +44,720 | New |
| Mackenzie Financial Corp | 44,867 | $3.69M | 0.01% | +4,251+10.5% | Added |
| Gateway Investment Advisers LLC | 45,720 | $3.77M | 0.04% | +277+0.6% | Added |
| First Republic Investment Management, Inc. | 46,515 | $3.83M | 0.01% | −1,072−2.3% | Reduced |
| Bank of Nova Scotia | 46,965 | $3.87M | 0.01% | −17,762−27.4% | Reduced |
| Metropolitan Life Insurance Co | 47,465 | $3.91M | 0.17% | −4,900−9.4% | Reduced |
| Oppenheimer Asset Management Inc. | 48,117 | $3.96M | 0.07% | −3,040−5.9% | Reduced |
| Garland Capital Management Inc | 49,195 | $4.05M | 3.02% | −550−1.1% | Reduced |
| Hartford Investment Management Co | 49,387 | $4.07M | 0.13% | +734+1.5% | Added |
| Windward Capital Management Co | 49,429 | $4.07M | 0.44% | +306+0.6% | Added |
| British Columbia Investment Management Corp | 51,880 | $4.27M | 0.04% | −15,316−22.8% | Reduced |
| CIBC Asset Management Inc | 52,277 | $4.30M | 0.02% | −2,272−4.2% | Reduced |
| Janney Montgomery Scott LLC | 52,156 | $4.32M | 0.02% | −2,822−5.1% | Reduced |
| KMG Fiduciary Partners, LLC | 52,676 | $4.34M | 0.81% | −2,003−3.7% | Reduced |
| Tobam | 53,879 | $4.44M | 0.28% | +51,695+2,367.0% | Added |
| Walleye Capital LLC | 54,242 | $4.47M | 0.13% | −106,134−66.2% | Reduced |
| APG Asset Management N.V. | 56,950 | $4.49M | 0.01% | +26,500+87.0% | Added |
| Sarasin & Partners LLP | 56,427 | $4.65M | 0.06% | +185+0.3% | Added |
| South Dakota Investment Council | 57,289 | $4.72M | 0.11% | 00.0% | Unchanged |
| Private Asset Management Inc | 57,469 | $4.73M | 0.77% | +80+0.1% | Added |