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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.

Institutional holdersQ2 2022: 819 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2022: $37.4B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2022.

Institutions holding WELL in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Siegel & Walmsley LLC0$00.00%−32−100.0%Sold out
Exane Derivatives0$00.00%−27−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−17−100.0%Sold out
Assetmark, Inc0$00.00%−9−100.0%Sold out
Concord Wealth Partners0$00.00%−8−100.0%Sold out
GoalVest Advisory LLC0$00.00%−10−100.0%Sold out
Bivin & Associates, Inc.0$00.00%−10−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−12,306−100.0%Sold out
PGGM Investments––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Amalgamated Financial Corp.––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Azimuth Capital Management LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
American National Insurance Co––––Not filed
IndexIQ Advisors LLC––––Not filed
American National Registered Investment Advisor, Inc.––––Not filed
Nauset Wealth Management. LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Holloway Wealth Management, LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed