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.
Q3 2022 vs. Q2 2022
How the institutions holding Welltower Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 819 | 12 | 786 | −21 |
| Shares | 454.1M | 78.4K | 463.9M | +9.82M (+2.2%) |
| Value | $37.4B | $6.45M | $29.8B | −$7.55B (−20.2%) |
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (63)
Institutions that held Welltower Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (84)
Institutions that held Welltower Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (12)
Institutions that held Welltower Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| B. Riley Wealth Management, Inc. | 36,985 | $3.05M |
| Advisor Partners LLC | 14,390 | $1.19M |
| HighPoint Advisor Group LLC | 12,109 | $989.0K |
| Pluribus Labs, LLC | 4,818 | $397.0K |
| Coldstream Capital Management Inc | 3,773 | $311.0K |
| DRW Securities, LLC | 3,147 | $259.0K |
| Cordasco Financial Network | 973 | $80.0K |
| Private Capital Group, LLC | 945 | $78.0K |
| Urban Wealth Management, LLC | 937 | $77.0K |
| Lake Point Wealth Management | 152 | $13.0K |
| Fieldpoint Private Securities, LLC | 120 | $10.0K |
| Enterprise Trust & Investment Co | 63 | $5.00K |