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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 9,261 | $763.0K | 0.11% | +27+0.3% | Added |
| Resources Investment Advisors, LLC. | 9,240 | $761.0K | 0.03% | −10.0% | Reduced |
| Pacific Sun Financial Corp | 9,198 | $757.0K | 0.50% | −88−0.9% | Reduced |
| Everence Capital Management Inc | 9,100 | $749.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Warren Averett Asset Management, LLC | 8,963 | $738.0K | 0.07% | −24−0.3% | Reduced |
| Naviter Wealth, LLC | 8,891 | $732.0K | 0.30% | −422−4.5% | Reduced |
| Checchi Capital Advisers, LLC | 8,432 | $728.0K | 0.07% | +3,449+69.2% | Added |
| Carnegie Capital Asset Management, LLC | 8,678 | $715.0K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 8,576 | $706.0K | 0.04% | −50−0.6% | Reduced |
| AE Wealth Management LLC | 8,517 | $701.0K | 0.01% | +215+2.6% | Added |
| Vanderbilt University | 8,489 | $699.1K | 0.18% | +8,489 | New |
| Huntington National Bank | 8,253 | $679.0K | 0.01% | +279+3.5% | Added |
| Snowden Capital Advisors LLC | 8,178 | $673.0K | 0.03% | +366+4.7% | Added |
| Umb Bank N A | 8,160 | $672.0K | 0.01% | −999−10.9% | Reduced |
| Monetary Management Group Inc | 8,075 | $665.0K | 0.21% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,018 | $661.0K | 0.07% | −9,825−55.1% | Reduced |
| Metis Global Partners, LLC | 7,980 | $658.0K | 0.11% | +1,096+15.9% | Added |
| Sigma Planning Corp | 7,936 | $654.0K | 0.02% | −367−4.4% | Reduced |
| Madden Advisory Services, Inc. | 7,763 | $639.0K | 0.48% | −85−1.1% | Reduced |
| Summit Financial Group Inc | 7,618 | $627.0K | 0.24% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,601 | $626.0K | 0.38% | +42+0.6% | Added |
| Lido Advisors, LLC | 7,579 | $624.0K | 0.01% | +424+5.9% | Added |
| Safeguard Investment Advisory Group, LLC | 6,484 | $623.0K | 0.38% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,474 | $615.0K | 0.00% | +1,259+20.3% | Added |
| Wexford Capital LP | 7,400 | $609.0K | 0.10% | −2,607−26.1% | Reduced |
| First Hawaiian Bank | 7,348 | $605.0K | 0.02% | −287−3.8% | 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 |
| TD Private Client Wealth LLC | 7,252 | $597.2K | 0.03% | −303−4.0% | Reduced |
| Hendershot Investments Inc. | 7,202 | $593.0K | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,000 | $576.0K | 0.00% | +957+15.8% | Added |
| Sara-Bay Financial | 6,936 | $575.0K | 0.29% | +602+9.5% | Added |
| 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 |
| Harbert Fund Advisors, Inc. | 6,815 | $561.0K | 0.42% | +6,815 | New |
| Meeder Asset Management Inc | 6,742 | $555.0K | 0.03% | +2,028+43.0% | Added |
| Corient Capital Partners, LLC | 6,713 | $553.0K | 0.04% | −206−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,706 | $552.0K | 0.38% | +15+0.2% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $541.0K | 0.26% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 6,428 | $529.0K | 0.00% | +1,224+23.5% | Added |
| Farmers & Merchants Investments Inc | 6,374 | $525.0K | 0.02% | +82+1.3% | Added |
| Toroso Investments, LLC | 6,277 | $517.0K | 0.02% | −271−4.1% | Reduced |
| Veritable, L.P. | 6,265 | $516.0K | 0.01% | +314+5.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $507.0K | 0.06% | −135−2.1% | Reduced |
| Jones Financial Companies LLLP | 6,121 | $504.0K | 0.00% | −325−5.0% | Reduced |
| 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 |
| NewEdge Wealth, LLC | 6,061 | $499.0K | 0.02% | +6,061 | New |
| Desjardins Global Asset Management Inc. | 5,949 | $489.0K | 0.06% | +2,409+68.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,872 | $484.0K | 0.04% | +721+14.0% | Added |
| Bailard, Inc. | 5,838 | $481.0K | 0.02% | +25+0.4% | Added |
| Cigna Investments Inc | 5,830 | $480.0K | 0.10% | −1,853−24.1% | Reduced |
| Values First Advisors, Inc. | 5,815 | $479.0K | 0.34% | −237−3.9% | Reduced |
| Aviance Capital Partners, LLC | 5,770 | $475.0K | 0.11% | +5,770 | New |
| American Research & Management Co. | 5,700 | $469.0K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,689 | $468.0K | 0.03% | +641+12.7% | Added |
| Ameritas Investment Partners, Inc. | 5,643 | $464.0K | 0.02% | +90+1.6% | Added |
| Level Four Advisory Services, LLC | 5,611 | $462.0K | 0.04% | +190+3.5% | Added |
| Financial Counselors Inc | 5,600 | $461.0K | 0.01% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5,496 | $453.0K | 0.23% | −4,355−44.2% | Reduced |
| 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 |
| Eqis Capital Management, Inc. | 5,247 | $432.1K | 0.05% | +910+21.0% | Added |
| Integrated Wealth Concepts LLC | 5,245 | $432.0K | 0.01% | +5,245 | New |
| Investment Advisory Services Inc | 5,209 | $429.0K | 0.25% | −573−9.9% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $417.0K | 0.43% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 5,015 | $413.0K | 0.08% | −3,325−39.9% | Reduced |
| Greenleaf Trust | 4,993 | $411.0K | 0.01% | −540−9.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,939 | $407.0K | 0.00% | +3,839+349.0% | 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 |
| Glenview Trust Co | 4,869 | $401.0K | 0.01% | +136+2.9% | Added |
| LCNB Corp | 4,860 | $400.0K | 0.21% | +125+2.6% | Added |
| Tower Bridge Advisors | 4,850 | $399.4K | 0.03% | 00.0% | Unchanged |
| 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 |
| Pluribus Labs, LLC | 4,818 | $397.0K | 0.72% | +4,818 | New |
| Armor Investment Advisors, LLC | 4,805 | $396.0K | 0.26% | −300−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,782 | $394.0K | 0.01% | −472−9.0% | Reduced |
| TrinityPoint Wealth, LLC | 4,758 | $392.0K | 0.09% | −601−11.2% | Reduced |
| Texas Yale Capital Corp. | 4,740 | $390.0K | 0.03% | +4+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 4,719 | $389.0K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,700 | $387.0K | 0.01% | −262−5.3% | Reduced |
| Gotham Asset Management, LLC | 4,662 | $384.0K | 0.01% | −10,222−68.7% | Reduced |
| Integrated Advisors Network LLC | 4,592 | $378.0K | 0.02% | −56−1.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,584 | $377.0K | 0.10% | +898+24.4% | Added |
| 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 |
| 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 |
| Joel Isaacson & Co., LLC | 4,447 | $366.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $364.0K | 0.30% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,401 | $362.0K | 0.01% | +804+22.4% | Added |
| 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 |