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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 413 | $34.0K | 0.02% | +74+21.8% | Added |
| Raleigh Capital Management Inc. | 388 | $32.0K | 0.02% | −45−10.4% | Reduced |
| Disciplined Investments, LLC | 387 | $32.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 354 | $29.0K | 0.01% | −58−14.1% | Reduced |
| Silvant Capital Management LLC | 348 | $29.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $28.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 330 | $27.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 327 | $27.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 331 | $27.0K | 0.00% | +13+4.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 325 | $27.0K | 0.00% | +325 | New |
| JNBA Financial Advisors | 312 | $26.0K | 0.00% | −154−33.0% | Reduced |
| Bell Investment Advisors, Inc | 319 | $26.0K | 0.01% | +319 | New |
| Larson Financial Group LLC | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $25.0K | 0.04% | 00.0% | Unchanged |
| First Bank & Trust | 290 | $24.0K | 0.01% | −29−9.1% | Reduced |
| Aspire Private Capital, LLC | 289 | $24.0K | 0.01% | +2+0.7% | Added |
| Zullo Investment Group, Inc. | 280 | $23.0K | 0.01% | −23−7.6% | Reduced |
| Brown Brothers Harriman & Co | 282 | $23.0K | 0.00% | +88+45.4% | Added |
| Neo Ivy Capital Management | 271 | $22.0K | 0.06% | +271 | New |
| Earnest Partners LLC | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 251 | $21.0K | 0.02% | +251 | New |
| Anchor Investment Management, LLC | 250 | $20.6K | 0.00% | −50−16.7% | Reduced |
| Lazard Asset Management LLC | 252 | $20.0K | 0.00% | −1,697−87.1% | Reduced |
| NVWM, LLC | 245 | $20.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 240 | $20.0K | 0.01% | +2+0.8% | Added |
| Salem Investment Counselors Inc | 231 | $19.0K | 0.00% | −4,000−94.5% | Reduced |
| Riverview Trust Co | 230 | $19.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $17.8K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 198 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $17.0K | 0.00% | +170 | New |
| HM Payson & Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $16.0K | 0.00% | −1−0.5% | Reduced |
| McIlrath & Eck, LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $15.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 177 | $15.0K | 0.02% | +177 | New |
| Alpha Paradigm Partners, LLC | 169 | $14.0K | 0.01% | −3,207−95.0% | Reduced |
| BDO Wealth Advisors, LLC | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $14.0K | 0.00% | +52+44.8% | Added |
| IMA Wealth, Inc. | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 158 | $13.0K | 0.01% | +1+0.6% | Added |
| Citizens National Bank Trust Department | 162 | $13.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 158 | $13.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 163 | $13.0K | 0.00% | +100+158.7% | Added |
| Evermay Wealth Management LLC | 149 | $12.0K | 0.00% | −125−45.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $12.0K | 0.00% | −44−22.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 148 | $12.0K | 0.00% | +148 | New |
| Semmax Financial Advisors Inc. | 131 | $11.0K | 0.00% | – | – |
| Albion Financial Group | 135 | $11.0K | 0.00% | −65−32.5% | Reduced |
| Center for Financial Planning, Inc. | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 132 | $11.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $11.0K | 0.01% | +5+4.1% | Added |
| Investors Research Corp | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 120 | $10.0K | 0.00% | +74+160.9% | Added |
| ACG Wealth | 124 | $10.0K | 0.00% | +124 | New |
| Heritage Wealth Management, LLC | 120 | $9.88K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 110 | $9.06K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 112 | $9.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 113 | $9.00K | 0.01% | +113 | New |
| Tucker Asset Management LLC | 106 | $8.73K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $8.00K | 0.00% | −28−21.5% | Reduced |
| Logan Capital Management Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $8.00K | 0.00% | +30+42.9% | Added |
| WFA of San Diego, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Ahrens Investment Partners LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $7.00K | 0.00% | +27+42.9% | Added |
| Raffa Wealth Management, LLC | 73 | $6.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 56 | $5.00K | 0.00% | +5+9.8% | Added |
| Country Trust Bank | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 63 | $5.00K | 0.00% | +63 | New |
| Estabrook Capital Management | 60 | $4.94K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 43 | $4.00K | 0.00% | −11−20.4% | Reduced |
| Institutional & Family Asset Management, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $4.00K | 0.00% | +46 | New |
| Horan Securities, Inc. | 45 | $4.00K | 0.00% | +45 | New |
| BerganKDV Wealth Management, LLC | 39 | $3.00K | 0.00% | −1−2.5% | Reduced |
| Princeton Global Asset Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |