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, Q3 2022
Institutional positions in Welltower Inc. as of Sep 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
- 786
- −21 vs. Q2 2022
- Shares held
- 463.9M
- +9.82M (+2.2%) vs. Q2 2022
- Total value
- $29.8B
- −$7.55B (−20.2%) vs. Q2 2022
- New holders
- 63
- 323 more added
- Sold out
- 84
- 241 more reduced
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 6 | $0 | 0.00% | −20−76.9% | Reduced |
| 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 |
| Highline Wealth Partners LLC | 4 | $257 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $392 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | −2−16.7% | Reduced |
| TFC Financial Management | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Princeton Global Asset Management LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Abound Wealth Management | 33 | $2.13K | 0.00% | +33 | New |
| Howe & Rusling Inc | 47 | $3.00K | 0.00% | +4+9.3% | Added |
| Lee Financial Co | 47 | $3.00K | 0.00% | +4+9.3% | Added |
| BerganKDV Wealth Management, LLC | 51 | $3.00K | 0.00% | +12+30.8% | Added |
| Pacifica Partners Inc. | 39 | $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 |
| American National Bank | 43 | $3.00K | 0.00% | +15+53.6% | Added |
| Estabrook Capital Management | 60 | $3.86K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 68 | $4.00K | 0.00% | +21+44.7% | Added |
| Clean Yield Group | 63 | $4.00K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 73 | $4.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $6.00K | 0.00% | −48−32.4% | Reduced |
| Montag A & Associates Inc | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 96 | $6.00K | 0.00% | −6−5.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $6.00K | 0.01% | +100 | New |
| West Paces Advisors Inc. | 100 | $6.43K | 0.00% | −10−9.1% | Reduced |
| Tucker Asset Management LLC | 106 | $6.47K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $6.55K | 0.00% | +100 | New |
| Investors Research Corp | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $7.00K | 0.00% | +1+0.9% | Added |
| M&R Capital Management Inc | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 124 | $8.00K | 0.00% | −7−5.3% | Reduced |
| Wolff Wiese Magana LLC | 128 | $8.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 131 | $8.00K | 0.00% | +11+9.2% | Added |
| Hazlett, Burt & Watson, Inc. | 142 | $9.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 149 | $9.00K | 0.00% | +1+0.7% | Added |
| Albion Financial Group | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $10.0K | 0.01% | +2+1.3% | Added |
| Citizens National Bank Trust Department | 162 | $10.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 158 | $10.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $10.0K | 0.00% | +67+74.4% | Added |
| Maryland Capital Advisors Inc. | 177 | $11.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $13.0K | 0.00% | −949−82.6% | Reduced |
| Asset Dedication, LLC | 198 | $13.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 208 | $13.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $13.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 213 | $14.0K | 0.00% | +50+30.7% | Added |
| Salem Investment Counselors Inc | 231 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $15.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 251 | $16.0K | 0.00% | −1,203−82.7% | Reduced |
| Bell Investment Advisors, Inc | 250 | $16.0K | 0.00% | −69−21.6% | Reduced |
| Earnest Partners LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 242 | $16.0K | 0.01% | +2+0.8% | Added |
| NVWM, LLC | 245 | $16.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $17.0K | 0.02% | −984−79.0% | Reduced |
| Zullo Investment Group, Inc. | 280 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 291 | $18.0K | 0.00% | +39+15.5% | Added |
| Point72 Asset Management, L.P. | 300 | $19.0K | 0.00% | −166,800−99.8% | Reduced |
| Larson Financial Group LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $19.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 291 | $19.0K | 0.01% | +2+0.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 316 | $20.0K | 0.00% | +130+69.9% | Added |
| Selective Wealth Management, Inc. | 313 | $20.0K | 0.01% | +173+123.6% | Added |
| Brown Brothers Harriman & Co | 328 | $21.0K | 0.00% | +46+16.3% | Added |
| West Financial Advisors, LLC | 320 | $21.0K | 0.01% | +320 | New |
| Heritage Wealth Advisors | 330 | $21.2K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $22.0K | 0.02% | 00.0% | Unchanged |