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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 23,605 | $1.94M | 0.06% | −227−1.0% | Reduced |
| Fred Alger Management, LLC | 23,410 | $1.93M | 0.01% | +5,040+27.4% | Added |
| PFG Advisors | 22,671 | $1.87M | 0.21% | +366+1.6% | Added |
| ProVise Management Group, LLC | 22,435 | $1.85M | 0.20% | −177−0.8% | Reduced |
| Winton Group Ltd | 22,271 | $1.83M | 0.10% | +22,271 | New |
| Spirit of America Management Corp | 22,235 | $1.83M | 0.42% | +400+1.8% | Added |
| Vestcor Inc | 21,895 | $1.80M | 0.07% | +4,170+23.5% | Added |
| Bokf, NA | 21,461 | $1.77M | 0.03% | +611+2.9% | Added |
| Prudential PLC | 21,329 | $1.76M | 0.03% | +1,289+6.4% | Added |
| Rafferty Asset Management, LLC | 21,071 | $1.74M | 0.02% | −2,723−11.4% | Reduced |
| Avantax Advisory Services, Inc. | 20,579 | $1.70M | 0.03% | −23−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 20,249 | $1.67M | 0.21% | −110−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,193 | $1.66M | 0.04% | +977+5.1% | Added |
| Hotaling Investment Management, LLC | 20,058 | $1.65M | 0.72% | −654−3.2% | Reduced |
| Summit Place Financial Advisors, LLC | 20,050 | $1.65M | 1.39% | +175+0.9% | Added |
| E. Ohman J:or Asset Management AB | 19,904 | $1.64M | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 19,866 | $1.64M | 0.08% | −1,255−5.9% | Reduced |
| D.A. Davidson & Co. | 19,824 | $1.63M | 0.02% | +218+1.1% | Added |
| Aevitas Wealth Management, Inc. | 19,630 | $1.62M | 1.09% | +537+2.8% | Added |
| Raymond James Trust N.A. | 19,455 | $1.60M | 0.06% | +110+0.6% | Added |
| Beacon Pointe Advisors, LLC | 19,335 | $1.59M | 0.03% | −921−4.5% | Reduced |
| M Holdings Securities, Inc. | 18,417 | $1.52M | 0.15% | −250−1.3% | Reduced |
| Mirova | 18,266 | $1.50M | 0.21% | +15,285+512.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $1.49M | 0.07% | +53+0.3% | Added |
| Wesbanco Bank Inc | 17,584 | $1.45M | 0.06% | −718−3.9% | Reduced |
| Panagora Asset Management Inc | 17,381 | $1.43M | 0.01% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 17,020 | $1.40M | 0.50% | −263−1.5% | Reduced |
| Ancora Advisors, LLC | 16,902 | $1.39M | 0.04% | −2,421−12.5% | Reduced |
| American Financial Advisors, LLC | 16,706 | $1.38M | 0.37% | −2,910−14.8% | Reduced |
| Paradigm Asset Management Co LLC | 16,588 | $1.37M | 0.42% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 16,508 | $1.36M | 0.06% | +4,128+33.3% | Added |
| Bard Associates Inc | 16,260 | $1.34M | 0.57% | +631+4.0% | Added |
| Atom Investors LP | 16,080 | $1.32M | 0.58% | +10,098+168.8% | Added |
| Forte Capital LLC | 16,033 | $1.32M | 0.23% | −204−1.3% | Reduced |
| NTV Asset Management LLC | 15,988 | $1.32M | 0.26% | 00.0% | Unchanged |
| United Services Automobile Association | 15,937 | $1.31M | 0.03% | +15,937 | New |
| Cascade Investment Advisors, Inc. | 15,935 | $1.31M | 1.03% | −1,150−6.7% | Reduced |
| Banque Cantonale Vaudoise | 15,828 | $1.30M | 0.07% | +3,900+32.7% | 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 |
| Atria Wealth Solutions, Inc. | 15,666 | $1.29M | 0.03% | +3,299+26.7% | Added |
| AlphaCrest Capital Management LLC | 15,614 | $1.29M | 0.06% | +9,491+155.0% | Added |
| RDA Financial Network | 15,600 | $1.28M | 0.65% | −36−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,510 | $1.28M | 0.12% | +2,662+20.7% | Added |
| Gamco Investors, Inc. Et Al | 15,500 | $1.28M | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,392 | $1.27M | 0.03% | −592−3.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,389 | $1.27M | 0.02% | +3,816+33.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,167 | $1.25M | 1.05% | −200−1.3% | Reduced |
| Colony Group LLC | 15,030 | $1.24M | 0.02% | +40.0% | 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 |
| Sumitomo Life Insurance Co | 14,627 | $1.21M | 0.03% | +386+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 14,520 | $1.20M | 0.30% | −1,820−11.1% | Reduced |
| 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 |
| Pearl River Capital, LLC | 14,348 | $1.18M | 0.28% | +9,862+219.8% | Added |
| Pendal Group Limited | 14,084 | $1.16M | 0.01% | +1,853+15.2% | Added |
| Jupiter Asset Management Ltd | 14,014 | $1.15M | 0.02% | −2,721−16.3% | Reduced |
| O'Rourke & Company, Inc | 13,937 | $1.15M | 0.97% | −232−1.6% | Reduced |
| Ethic Inc. | 13,868 | $1.14M | 0.08% | +3,418+32.7% | Added |
| Los Angeles Capital Management LLC | 13,707 | $1.13M | 0.01% | +4,596+50.4% | Added |
| Advance Capital Management, Inc. | 13,588 | $1.12M | 0.13% | 00.0% | Unchanged |
| Welch Group, LLC | 13,563 | $1.12M | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 13,388 | $1.10M | 0.02% | +13,388 | New |
| Brookstone Capital Management | 13,358 | $1.10M | 0.02% | +189+1.4% | Added |
| Ensign Peak Advisors, Inc | 13,210 | $1.09M | 0.00% | −7,701−36.8% | Reduced |
| Wolverine Asset Management LLC | 12,729 | $1.05M | 0.01% | +12,729 | New |
| Abbrea Capital, LLC | 12,058 | $996.0K | 0.17% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 12,109 | $989.0K | 0.11% | +12,109 | New |
| Independent Advisor Alliance | 11,941 | $983.0K | 0.05% | −275−2.3% | Reduced |
| Brown Advisory Inc | 11,720 | $965.0K | 0.00% | −608−4.9% | Reduced |
| Whittier Trust Co | 11,330 | $933.0K | 0.02% | +30+0.3% | Added |
| Gray Wealth Management Inc. | 11,239 | $925.0K | 0.56% | +635+6.0% | Added |
| NFP Retirement, Inc. | 11,110 | $914.9K | 0.23% | +54+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,990 | $905.0K | 0.01% | +511+4.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,918 | $899.0K | 0.40% | +155+1.4% | 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 |
| AGF Investments LLC | 10,743 | $885.0K | 0.08% | +732+7.3% | Added |
| Gsa Capital Partners LLP | 10,737 | $884.0K | 0.13% | +7,595+241.7% | Added |
| Stephens Inc | 10,727 | $883.0K | 0.02% | −429−3.8% | Reduced |
| Cadent Capital Advisors, LLC | 10,612 | $874.0K | 0.51% | −180−1.7% | Reduced |
| Old North State Wealth Management, LLC | 10,534 | $868.1K | 0.99% | +29+0.3% | Added |
| Wambolt & Associates, LLC | 10,512 | $866.0K | 0.35% | +858+8.9% | Added |
| Sawtooth Solutions, LLC | 10,454 | $860.0K | 0.11% | +1,883+22.0% | Added |
| Fulcrum Capital LLC | 10,317 | $850.0K | 0.27% | +10,317 | New |
| 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 |
| Profund Advisors LLC | 10,045 | $827.0K | 0.05% | −924−8.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $824.0K | 0.10% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,939 | $818.0K | 0.35% | −19−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 9,843 | $811.0K | 0.27% | −50−0.5% | Reduced |
| F3Logic, LLC | 9,793 | $806.0K | 0.14% | +9,793 | New |
| 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 |
| Abeille Asset Management SA | 9,645 | $794.0K | 0.03% | +2,238+30.2% | Added |
| Richwood Investment Advisors, LLC | 9,538 | $785.0K | 0.79% | −315−3.2% | Reduced |
| Penserra Capital Management LLC | 9,509 | $782.0K | 0.02% | −8,381−46.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 9,410 | $775.0K | 0.08% | −625−6.2% | Reduced |
| GWM Advisors LLC | 9,298 | $766.0K | 0.01% | +9,298 | New |