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Livermore
Livermore
ZHEN

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
Hilltop Holdings Inc.2,524$208.0K0.03%+3+0.1%Added
Sound View Wealth Advisors Group, LLC2,522$208.0K0.04%00.0%Unchanged
Advisor Resource Council2,533$208.0K0.02%+2,533New
Walter & Keenan Financial Consulting Co2,484$205.0K0.08%00.0%Unchanged
Horizon Wealth Management, LLC2,495$205.0K0.08%+17+0.7%Added
Bahl & Gaynor Inc2,480$204.0K0.00%+349+16.4%Added
First National Bank of Mount Dora, Trust Investment Services2,455$202.0K0.07%00.0%Unchanged
Clifford Swan Investment Counsel LLC2,450$202.0K0.01%+44+1.8%Added
Blueprint Investment Partners LLC2,435$201.0K0.05%−258−9.6%Reduced
Prudent Man Advisors, LLC2,434$200.0K0.09%00.0%Unchanged
Vectors Research Management, LLC2,402$198.0K0.05%+75+3.2%Added
Hudock, Inc.2,378$195.0K0.07%+7+0.3%Added
First Horizon Advisors, Inc.2,273$187.0K0.01%+413+22.2%Added
Pflug Koory, LLC2,215$182.0K0.11%00.0%Unchanged
Sterling Investment Advisors, Ltd.2,175$179.0K0.06%00.0%Unchanged
SeaCrest Wealth Management, LLC2,016$166.0K0.02%+2,016New
Deseret Mutual Benefit Administrators1,999$165.0K0.04%00.0%Unchanged
Parallel Advisors, LLC1,981$163.0K0.01%−82−4.0%Reduced
Lindbrook Capital, LLC1,922$158.0K0.03%+36+1.9%Added
Cutler Group LP1,800$148.0K0.02%+898+99.6%Added
Glassman Wealth Services1,767$146.0K0.03%+38+2.2%Added
National Bank of Canada1,698$140.0K0.00%+22+1.3%Added
Allworth Financial LP1,704$140.0K0.00%+316+22.8%Added
TD Waterhouse Canada Inc.1,603$133.4K0.00%+42+2.7%Added
Quantbot Technologies LP1,624$133.0K0.01%+1,624New
Motco1,573$130.0K0.01%−95−5.7%Reduced
Stonebridge Capital Advisors LLC1,576$130.0K0.02%00.0%Unchanged
Capital Analysts, LLC1,572$130.0K0.01%+314+25.0%Added
Ellis Investment Partners, LLC1,576$129.0K0.03%+11+0.7%Added
Clearstead Advisors, LLC1,565$129.0K0.01%+41+2.7%Added
Hanson & Doremus Investment Management1,500$124.0K0.03%00.0%Unchanged
FAI Wealth Management1,500$123.0K0.11%00.0%Unchanged
HHM Wealth Advisors, LLC1,454$120.0K0.03%00.0%Unchanged
Optimum Investment Advisors1,460$120.0K0.06%+60+4.3%Added
Covington Capital Management1,425$117.0K0.00%+450+46.2%Added
MV Capital Management, Inc.1,412$116.0K0.02%−28−1.9%Reduced
Harbour Investments, Inc.1,367$113.0K0.01%+1,367New
FourThought Financial, LLC1,326$109.0K0.02%−681−33.9%Reduced
PSI Advisors, LLC1,296$107.0K0.05%−70−5.1%Reduced
Ellevest, Inc.1,305$107.0K0.01%−29−2.2%Reduced
Covestor Ltd1,246$103.0K0.08%+948+318.1%Added
Creative Financial Designs Inc1,234$102.0K0.02%−37−2.9%Reduced
Private Trust Co NA1,235$102.0K0.02%+1,235New
Charter Oak Capital Management, LLC1,232$101.0K0.01%00.0%Unchanged
Key Financial Inc1,167$97.0K0.05%−64−5.2%Reduced
Money Concepts Capital Corp1,141$95.0K0.01%−6,039−84.1%Reduced
Emfo, LLC1,150$95.0K0.10%00.0%Unchanged
Clear Street Markets LLC1,149$95.0K0.03%+770+203.2%Added
Geneos Wealth Management Inc.1,135$94.0K0.00%−171−13.1%Reduced
Migdal Insurance & Financial Holdings Ltd.1,143$94.0K0.00%+161+16.4%Added
Accel Wealth Management1,115$91.0K0.05%−97−8.0%Reduced
Arcadia Investment Management Corp1,101$91.0K0.02%00.0%Unchanged
Washington Trust Co1,090$90.0K0.00%00.0%Unchanged
Evoke Wealth, LLC1,085$89.0K0.00%−4−0.4%Reduced
Kistler-Tiffany Companies, LLC1,080$89.0K0.02%+7+0.7%Added
Glen Eagle Advisors, LLC1,023$84.2K0.02%+220+27.4%Added
Rosenberg Matthew Hamilton1,008$84.0K0.03%+56+5.9%Added
Sargent Bickham Lagudis LLC1,000$82.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC865$82.0K0.02%00.0%Unchanged
Cordasco Financial Network973$80.0K0.06%00.0%Unchanged
Zions Bancorporation, N.A.971$80.0K0.01%+176+22.1%Added
Private Capital Group, LLC945$78.0K0.06%−327−25.7%Reduced
Bollard Group LLC929$77.0K0.00%−1,636−63.8%Reduced
Harbor Investment Advisory, LLC930$77.0K0.01%00.0%Unchanged
Urban Wealth Management, LLC937$77.0K0.26%+937New
Harvest Fund Management Co., Ltd915$75.0K0.02%+133+17.0%Added
Private Ocean, LLC910$74.0K0.01%00.0%Unchanged
Smithfield Trust Co900$73.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc891$73.0K0.01%+244+37.7%Added
TCTC Holdings, LLC850$70.0K0.00%00.0%Unchanged
Trust Co850$70.0K0.02%00.0%Unchanged
CX Institutional851$70.0K0.01%+851New
Fairfield Financial Advisors, LTD847$69.8K0.03%+6+0.7%Added
CVA Family Office, LLC825$68.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust832$68.0K0.02%+47+6.0%Added
Old Second National Bank of Aurora808$66.0K0.02%00.0%Unchanged
Leonteq Securities AG800$65.9K0.00%+800New
Gradient Investments LLC772$64.0K0.00%−117−13.2%Reduced
Webster Bank, N. A.740$61.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.743$61.0K0.00%00.0%Unchanged
Pacer Advisors, Inc.722$59.0K0.00%−21,665−96.8%Reduced
IAG Wealth Partners, LLC700$58.0K0.02%00.0%Unchanged
Antonetti Capital Management LLC695$57.0K0.06%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.657$54.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB653$54.0K0.00%+73+12.6%Added
Caldwell Trust Co610$50.2K0.01%00.0%Unchanged
Focused Wealth Management, Inc587$48.0K0.01%+1+0.2%Added
Oliver Lagore Vanvalin Investment Group528$44.0K0.03%+3+0.6%Added
Valley National Advisers Inc500$41.0K0.01%00.0%Unchanged
North Star Investment Management Corp.500$41.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC500$41.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC500$41.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.495$41.0K0.04%00.0%Unchanged
Hallmark Capital Management Inc500$41.0K0.00%+500New
Pinnacle Bancorp, Inc.450$37.0K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.450$37.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC439$36.2K0.01%00.0%Unchanged
Trustcore Financial Services, LLC442$36.0K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc442$36.0K0.02%+442New
Sutton Wealth Advisors Inc.421$34.7K0.01%00.0%Unchanged