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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 33 | $3.00K | 0.00% | +9+37.5% | Added |
| TD Ameritrade Investment Management, LLC | 29 | $2.00K | 0.00% | −187−86.6% | Reduced |
| American National Bank | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $2.00K | 0.00% | +3+13.0% | Added |
| Eagle Bay Advisors LLC | 15 | $1.24K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 6 | $499 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $412 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,284,311−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −136,026−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −86,030−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −64,148−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −62,558−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −32,910−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,477−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −24,922−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −23,508−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,997−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,991−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −20,701−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −19,263−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −18,530−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −13,597−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,834−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −82,584−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,896−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,091−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,057−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,952−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −5,752−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,647−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,692−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| HNP Capital LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| Vahanian & Associates Financial Planning Inc. | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |