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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 4,360 | $359.0K | 0.01% | −305−6.5% | Reduced |
| Good Life Advisors, LLC | 4,283 | $353.0K | 0.05% | −42−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,138 | $341.0K | 0.19% | 00.0% | Unchanged |
| First American Trust, FSB | 4,124 | $340.0K | 0.05% | −11−0.3% | Reduced |
| Kinneret Advisory, LLC | 4,133 | $340.0K | 0.04% | +88+2.2% | Added |
| We Are One Seven, LLC | 4,121 | $339.0K | 0.05% | +89+2.2% | Added |
| IHT Wealth Management, LLC | 4,109 | $338.0K | 0.03% | +139+3.5% | Added |
| Clarius Group, LLC | 4,060 | $334.0K | 0.03% | +311+8.3% | Added |
| First International Bank & Trust | 4,057 | $334.0K | 0.12% | +767+23.3% | Added |
| Renasant Bank | 4,060 | $334.0K | 0.27% | +4,060 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $327.0K | 0.23% | +3,969 | New |
| Horizon Investments, LLC | 3,950 | $325.0K | 0.01% | +141+3.7% | Added |
| Quadrature Capital Ltd | 3,893 | $321.0K | 0.01% | +3,893 | New |
| Moors & Cabot, Inc. | 3,877 | $319.0K | 0.02% | +425+12.3% | Added |
| Dearborn Partners LLC | 3,864 | $318.0K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 3,850 | $317.0K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,978 | $317.0K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,832 | $315.6K | 0.14% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,819 | $315.0K | 0.01% | +73+1.9% | Added |
| Personal Cfo Solutions, LLC | 3,783 | $312.0K | 0.07% | −257−6.4% | Reduced |
| SFMG, LLC | 3,794 | $312.0K | 0.04% | −165−4.2% | Reduced |
| Coldstream Capital Management Inc | 3,773 | $311.0K | 0.01% | +168+4.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,727 | $307.0K | 0.01% | −148−3.8% | Reduced |
| Accurate Wealth Management, LLC | 3,727 | $307.0K | 0.17% | −107−2.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $304.0K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,680 | $303.0K | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,683 | $303.0K | 0.00% | +3,683 | New |
| Prospera Financial Services Inc | 3,664 | $302.0K | 0.02% | −950−20.6% | Reduced |
| Proequities, Inc. | 3,658 | $301.0K | 0.03% | −4−0.1% | Reduced |
| Private Capital Management LLC | 3,119 | $300.0K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,625 | $299.0K | 0.01% | +2,363+187.2% | Added |
| Bowman & Co S.C. | 3,615 | $298.0K | 0.26% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,582 | $295.0K | 0.00% | +197+5.8% | Added |
| Advisory Services Network, LLC | 3,577 | $294.0K | 0.01% | +7+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,525 | $290.0K | 0.02% | +1,127+47.0% | Added |
| Conning Inc. | 3,506 | $289.0K | 0.01% | −7−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,513 | $289.0K | 0.01% | +19+0.5% | Added |
| Bluestein R H & Co | 3,500 | $288.0K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,486 | $287.0K | 0.00% | −13,192−79.1% | Reduced |
| Bogart Wealth, LLC | 3,424 | $282.0K | 0.02% | −100−2.8% | Reduced |
| Regal Investment Advisors LLC | 3,416 | $281.0K | 0.03% | −1,936−36.2% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $280.0K | 0.19% | −136−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,395 | $280.0K | 0.11% | +76+2.3% | Added |
| Glenmede Trust Co NA | 3,389 | $278.0K | 0.00% | −782−18.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,345 | $275.0K | 0.02% | −400−10.7% | Reduced |
| Quadrant Capital Group LLC | 3,343 | $275.0K | 0.04% | +51+1.5% | Added |
| 9258 Wealth Management, LLC | 3,330 | $274.0K | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,263 | $269.0K | 0.00% | +9+0.3% | Added |
| Eaton Vance Management | 3,262 | $268.0K | 0.00% | −8,410−72.1% | Reduced |
| Signaturefd, LLC | 3,251 | $268.0K | 0.01% | −527−13.9% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $268.0K | 0.14% | 00.0% | Unchanged |
| Sabal Trust CO | 3,226 | $266.0K | 0.02% | +3,226 | New |
| Maven Securities LTD | 3,226 | $266.0K | 0.05% | +3,226 | New |
| Valeo Financial Advisors, LLC | 3,223 | $265.0K | 0.02% | −210−6.1% | Reduced |
| Bessemer Group Inc | 3,211 | $264.0K | 0.00% | −8,093−71.6% | Reduced |
| Proficio Capital Partners LLC | 3,208 | $264.0K | 0.05% | +14+0.4% | Added |
| FineMark National Bank & Trust | 3,190 | $263.0K | 0.01% | +718+29.0% | Added |
| Stonnington Group, LLC | 3,200 | $262.0K | 0.07% | −210−6.2% | Reduced |
| Regentatlantic Capital LLC | 3,184 | $262.0K | 0.01% | −18−0.6% | Reduced |
| Heritage Trust Co | 3,182 | $262.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,166 | $260.8K | 0.03% | +537+20.4% | Added |
| Great Valley Advisor Group, Inc. | 3,158 | $260.0K | 0.01% | +336+11.9% | Added |
| DRW Securities, LLC | 3,147 | $259.0K | 0.07% | +3,147 | New |
| Oak Thistle LLC | 3,092 | $255.0K | 0.49% | −43−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 3,100 | $255.0K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,056 | $252.0K | 0.02% | +3,056 | New |
| Whittier Trust Co of Nevada Inc | 3,053 | $251.0K | 0.01% | −463−13.2% | Reduced |
| Atlantic Trust, LLC | 3,040 | $251.0K | 0.19% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,045 | $251.0K | 0.04% | +80+2.7% | Added |
| IFG Advisory, LLC | 3,046 | $250.0K | 0.03% | +5+0.2% | Added |
| Dividend Assets Capital, LLC | 3,000 | $247.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,990 | $246.3K | 0.01% | −138−4.4% | Reduced |
| River & Mercantile Investments Ltd | 2,994 | $246.0K | 0.07% | −1,712−36.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,961 | $246.0K | 0.18% | −60−2.0% | Reduced |
| Shelton Capital Management | 2,992 | $246.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 2,966 | $244.0K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,956 | $243.0K | 0.08% | −2,267−43.4% | Reduced |
| M&G Investment Management Ltd | 2,947 | $242.0K | 0.00% | −27−0.9% | Reduced |
| First Affirmative Financial Network | 2,920 | $240.0K | 0.27% | −246−7.8% | Reduced |
| Commons Capital, LLC | 2,912 | $240.0K | 0.36% | +13+0.4% | Added |
| Somerville Kurt F | 2,900 | $239.0K | 0.05% | −600−17.1% | Reduced |
| Sentry Investment Management LLC | 2,875 | $237.0K | 0.11% | −560−16.3% | Reduced |
| Hunter Associates Investment Management LLC | 2,895 | $237.0K | 0.06% | +2,895 | New |
| Spire Wealth Management | 2,872 | $236.0K | 0.01% | −1,957−40.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,837 | $233.0K | 0.02% | +98+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,809 | $231.3K | 0.00% | +1,370+95.2% | Added |
| Ninepoint Partners LP | 2,807 | $231.0K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $231.0K | 0.30% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,715 | $224.0K | 0.01% | +2,715 | New |
| Moloney Securities Asset Management, LLC | 2,702 | $222.0K | 0.05% | +3+0.1% | Added |
| Old National Bancorp | 2,701 | $222.0K | 0.01% | +2,701 | New |
| J.W. Cole Advisors, Inc. | 2,630 | $217.0K | 0.02% | +250+10.5% | Added |
| CoreCap Advisors, LLC | 2,579 | $212.0K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,560 | $211.0K | 0.10% | +75+3.0% | Added |
| Symmetry Partners, LLC | 2,566 | $211.0K | 0.01% | +2,566 | New |
| Wharton Business Group, LLC | 2,555 | $210.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,545 | $209.0K | 0.02% | +132+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,537 | $209.0K | 0.04% | +149+6.2% | Added |
| Pinebridge Investments, L.P. | 2,521 | $208.0K | 0.00% | −58,560−95.9% | Reduced |
| Financial Advocates Investment Management | 2,526 | $208.0K | 0.02% | −556−18.0% | Reduced |