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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 338 | $22.0K | 0.00% | +7+2.1% | Added |
| JNBA Financial Advisors | 337 | $22.0K | 0.00% | +25+8.0% | Added |
| Activest Wealth Management | 340 | $22.0K | 0.01% | +340 | New |
| Raleigh Capital Management Inc. | 353 | $23.0K | 0.01% | −35−9.0% | Reduced |
| Disciplined Investments, LLC | 387 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 406 | $26.1K | 0.01% | −15−3.6% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $27.0K | 0.00% | +160+94.1% | Added |
| Investors Asset Management of Georgia Inc | 442 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 442 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $28.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 448 | $28.8K | 0.00% | −352−44.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 496 | $29.0K | 0.03% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 494 | $32.0K | 0.00% | −931−65.3% | Reduced |
| Smithfield Trust Co | 500 | $32.0K | 0.00% | −400−44.4% | Reduced |
| Hallmark Capital Management Inc | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $32.0K | 0.01% | +500 | New |
| CVA Family Office, LLC | 535 | $34.0K | 0.01% | −290−35.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 582 | $37.0K | 0.02% | +54+10.2% | Added |
| Focused Wealth Management, Inc | 588 | $38.0K | 0.01% | +1+0.2% | Added |
| HM Payson & Co | 600 | $39.0K | 0.00% | +400+200.0% | Added |
| Ci Investments Inc. | 608 | $39.0K | 0.00% | +552+985.7% | Added |
| Caldwell Trust Co | 610 | $39.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 639 | $41.0K | 0.00% | −252−28.3% | Reduced |
| Massmutual Trust Co FSB | 659 | $42.0K | 0.00% | +6+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 650 | $42.0K | 0.01% | +650 | New |
| PSI Advisors, LLC | 676 | $43.0K | 0.02% | −620−47.8% | Reduced |
| IAG Wealth Partners, LLC | 700 | $45.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $45.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $48.0K | 0.01% | −2,600−77.7% | Reduced |
| Private Trust Co NA | 745 | $48.0K | 0.01% | −490−39.7% | Reduced |
| Webster Bank, N. A. | 740 | $48.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 743 | $48.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 759 | $49.0K | 0.00% | −13−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 808 | $51.9K | 0.02% | −215−21.0% | Reduced |
| Parkside Financial Bank & Trust | 800 | $52.0K | 0.02% | −32−3.8% | Reduced |
| Old Second National Bank of Aurora | 808 | $52.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 846 | $54.0K | 0.01% | −459−35.2% | Reduced |
| Fairfield Financial Advisors, LTD | 854 | $54.9K | 0.03% | +7+0.8% | Added |
| TCTC Holdings, LLC | 850 | $55.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $55.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 910 | $58.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 931 | $59.0K | 0.00% | −204−18.0% | Reduced |
| Harvest Fund Management Co., Ltd | 915 | $59.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 932 | $60.0K | 0.00% | −1,940−67.5% | Reduced |
| Bollard Group LLC | 929 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 945 | $61.0K | 0.00% | +223+30.9% | Added |
| Sargent Bickham Lagudis LLC | 1,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,001 | $64.0K | 0.01% | +71+7.6% | Added |
| Rosenberg Matthew Hamilton | 1,008 | $65.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,048 | $67.0K | 0.00% | −93−8.2% | Reduced |
| Washington Trust Co | 1,090 | $70.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,089 | $70.0K | 0.02% | +9+0.8% | Added |
| Beacon Capital Management, LLC | 865 | $70.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $71.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $74.0K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 1,167 | $75.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $75.0K | 0.03% | +1,173 | New |
| Evoke Wealth, LLC | 1,179 | $76.0K | 0.00% | +94+8.7% | Added |
| Accel Wealth Management | 1,205 | $78.0K | 0.04% | +90+8.1% | Added |
| Creative Financial Designs Inc | 1,235 | $79.0K | 0.01% | +1+0.1% | Added |
| Alta Advisers Ltd | 1,300 | $84.0K | 0.05% | +1,300 | New |
| Zions Bancorporation, N.A. | 1,339 | $86.0K | 0.01% | +368+37.9% | Added |
| FourThought Financial, LLC | 1,356 | $87.0K | 0.01% | +30+2.3% | Added |
| Optimum Investment Advisors | 1,402 | $90.0K | 0.05% | −58−4.0% | Reduced |
| MV Capital Management, Inc. | 1,406 | $90.0K | 0.02% | −6−0.4% | Reduced |
| Capital Analysts, LLC | 1,429 | $92.0K | 0.01% | −143−9.1% | Reduced |
| Allworth Financial LP | 1,489 | $96.0K | 0.00% | −215−12.6% | Reduced |
| Hanson & Doremus Investment Management | 1,500 | $96.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 1,500 | $96.0K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,525 | $98.0K | 0.01% | −40−2.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,576 | $101.0K | 0.03% | −423−21.2% | Reduced |
| Motco | 1,573 | $101.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,576 | $101.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,588 | $102.0K | 0.03% | +12+0.8% | Added |
| TD Waterhouse Canada Inc. | 1,603 | $104.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,669 | $107.0K | 0.06% | +1,256+304.1% | Added |
| National Bank of Canada | 1,698 | $109.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,739 | $112.0K | 0.00% | −534−23.5% | Reduced |
| Harbour Investments, Inc. | 1,367 | $113.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,799 | $116.0K | 0.02% | +32+1.8% | Added |
| Parallel Advisors, LLC | 1,932 | $124.0K | 0.01% | −49−2.5% | Reduced |
| Lindbrook Capital, LLC | 1,950 | $125.0K | 0.02% | +28+1.5% | Added |
| Wipfli Financial Advisors LLC, | 2,049 | $132.0K | 0.01% | +2,049 | New |
| Pflug Koory, LLC | 2,215 | $142.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,263 | $146.0K | 0.04% | +2,263 | New |
| Hudock, Inc. | 2,385 | $153.0K | 0.05% | +7+0.3% | Added |
| Pinebridge Investments, L.P. | 2,521 | $162.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,682 | $173.0K | 0.00% | −1,045−28.0% | Reduced |
| Bessemer Group Inc | 2,754 | $177.0K | 0.00% | −457−14.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,821 | $181.4K | 0.00% | +12+0.4% | Added |
| Sentry Investment Management LLC | 2,875 | $185.0K | 0.09% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,913 | $187.4K | 0.01% | −77−2.6% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $193.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,053 | $196.0K | 0.01% | 00.0% | Unchanged |