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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 3,040 | $196.0K | 0.07% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,119 | $201.0K | 0.07% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,119 | $201.0K | 0.07% | +3,119 | New |
| Mutual Advisors, LLC | 3,139 | $202.0K | 0.01% | +3,139 | New |
| Beech Hill Advisors, Inc. | 3,250 | $209.0K | 0.12% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,238 | $209.0K | 0.01% | +80+2.5% | Added |
| Valeo Financial Advisors, LLC | 3,259 | $210.0K | 0.01% | +36+1.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,231 | $211.0K | 0.17% | +270+9.1% | Added |
| Proficio Capital Partners LLC | 3,309 | $214.0K | 0.04% | +101+3.1% | Added |
| Bogart Wealth, LLC | 3,384 | $218.0K | 0.02% | −40−1.2% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $219.0K | 0.16% | 00.0% | Unchanged |
| SFMG, LLC | 3,794 | $220.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,414 | $220.0K | 0.01% | −99−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,438 | $221.0K | 0.10% | +43+1.3% | Added |
| Financial Advocates Investment Management | 3,436 | $221.0K | 0.02% | +910+36.0% | Added |
| Bluestein R H & Co | 3,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,545 | $228.0K | 0.16% | −1,260−26.2% | Reduced |
| Eaton Vance Management | 3,540 | $228.0K | 0.00% | +278+8.5% | Added |
| Titleist Asset Management, Ltd. | 3,571 | $230.0K | 0.06% | +3,571 | New |
| Benjamin F. Edwards & Company, Inc. | 3,600 | $232.0K | 0.01% | −25−0.7% | Reduced |
| Bowman & Co S.C. | 3,615 | $233.0K | 0.21% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $237.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,680 | $237.0K | 0.10% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $238.0K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,723 | $239.0K | 0.03% | +380+11.4% | Added |
| Fortitude Advisory Group L.L.C. | 3,728 | $240.0K | 0.23% | +3,728 | New |
| Gsa Capital Partners LLP | 3,748 | $241.0K | 0.03% | −6,989−65.1% | Reduced |
| Southland Equity Partners LLC | 3,757 | $241.7K | 0.12% | −75−2.0% | Reduced |
| Aviance Capital Partners, LLC | 3,770 | $242.0K | 0.06% | −2,000−34.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,774 | $243.0K | 0.00% | −1,165−23.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,794 | $244.0K | 0.05% | −184−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,823 | $246.0K | 0.06% | +40+1.1% | Added |
| Advisory Services Network, LLC | 3,827 | $247.0K | 0.01% | +250+7.0% | Added |
| Balentine LLC | 3,849 | $248.0K | 0.01% | −5,804−60.1% | Reduced |
| Wendell David Associates Inc | 3,850 | $248.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 3,869 | $249.0K | 0.02% | +211+5.8% | Added |
| Dearborn Partners LLC | 3,882 | $250.0K | 0.01% | +18+0.5% | Added |
| Davenport & Co LLC | 3,887 | $250.0K | 0.00% | +624+19.1% | Added |
| We Are One Seven, LLC | 3,939 | $253.0K | 0.02% | −182−4.4% | Reduced |
| Cerity Partners LLC | 3,913 | $253.0K | 0.00% | +230+6.2% | Added |
| Moors & Cabot, Inc. | 3,977 | $256.0K | 0.02% | +100+2.6% | Added |
| Orion Portfolio Solutions, LLC | 4,061 | $261.0K | 0.01% | +242+6.3% | Added |
| Signaturefd, LLC | 4,063 | $261.0K | 0.01% | +812+25.0% | Added |
| Prudent Man Advisors, LLC | 4,071 | $262.0K | 0.12% | +1,637+67.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,138 | $266.0K | 0.16% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,133 | $266.0K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 4,150 | $267.0K | 0.12% | +4,150 | New |
| Boothbay Fund Management, LLC | 4,175 | $269.0K | 0.01% | +4,175 | New |
| Alethea Capital Management, LLC | 4,191 | $270.0K | 0.34% | +4,191 | New |
| Stratos Wealth Partners, LTD. | 4,227 | $272.0K | 0.01% | −334−7.3% | Reduced |
| AlphaMark Advisors, LLC | 4,230 | $272.0K | 0.13% | −250−5.6% | Reduced |
| Good Life Advisors, LLC | 4,236 | $272.0K | 0.04% | −47−1.1% | Reduced |
| Flputnam Investment Management Co | 4,303 | $277.0K | 0.01% | −98−2.2% | Reduced |
| Visionary Wealth Advisors | 4,304 | $277.0K | 0.03% | −70−1.6% | Reduced |
| Koss-Olinger Consulting, LLC | 4,329 | $278.0K | 0.05% | −686−13.7% | Reduced |
| TrinityPoint Wealth, LLC | 4,317 | $278.0K | 0.06% | −441−9.3% | Reduced |
| Bridgefront Capital, LLC | 4,384 | $282.0K | 0.29% | +4,384 | New |
| Eudaimonia Partners, LLC | 4,403 | $283.0K | 0.07% | −9,983−69.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $284.0K | 0.25% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,454 | $286.0K | 0.08% | −130−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 4,447 | $286.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $289.0K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,512 | $290.0K | 0.01% | +562+14.2% | Added |
| M&G Investment Management Ltd | 4,536 | $290.0K | 0.00% | +1,589+53.9% | Added |
| Glenmede Trust Co NA | 4,542 | $291.0K | 0.00% | +1,153+34.0% | Added |
| 55I, LLC | 4,528 | $291.0K | 0.01% | +4,528 | New |
| First American Trust, FSB | 4,551 | $293.0K | 0.05% | +427+10.4% | Added |
| Exos TFP Holdings LLC | 4,563 | $293.0K | 0.13% | +4,563 | New |
| Siemens Fonds Invest GmbH | 4,568 | $294.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,621 | $297.0K | 0.02% | +29+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $300.0K | 0.05% | −250−5.1% | Reduced |
| Pathstone Family Office, LLC | 4,658 | $300.0K | 0.01% | −10,734−69.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,719 | $304.0K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,745 | $305.0K | 0.02% | +5+0.1% | Added |
| Renasant Bank | 4,810 | $309.0K | 0.27% | +750+18.5% | Added |
| Boston Private Wealth LLC | 4,843 | $311.0K | 0.00% | +1,261+35.2% | Added |
| Tower Bridge Advisors | 4,850 | $312.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,125 | $313.0K | 0.02% | −168−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,861 | $313.0K | 0.01% | −384−7.3% | Reduced |
| LCNB Corp | 4,860 | $313.0K | 0.17% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,909 | $316.0K | 0.01% | +127+2.7% | Added |
| Investment Advisory Group, LLC | 4,927 | $317.0K | 0.22% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,950 | $318.0K | 0.01% | −650−11.6% | Reduced |
| Ritholtz Wealth Management | 5,010 | $322.0K | 0.02% | +5,010 | New |
| Exchange Traded Concepts, LLC | 5,014 | $323.0K | 0.01% | +177+3.7% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $325.0K | 0.35% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,076 | $326.0K | 0.01% | +716+16.4% | Added |
| Brinker Capital Investments, LLC | 5,104 | $328.0K | 0.01% | +404+8.6% | Added |
| Clarius Group, LLC | 5,109 | $329.0K | 0.03% | +1,049+25.8% | Added |
| Glenview Trust Co | 5,134 | $330.0K | 0.01% | +265+5.4% | Added |
| DRW Securities, L.L.C. | 5,164 | $332.0K | 0.10% | +5,164 | New |
| Greenleaf Trust | 5,192 | $334.0K | 0.00% | +199+4.0% | Added |
| Investment Advisory Services Inc | 5,209 | $335.0K | 0.20% | 00.0% | Unchanged |
| LGT Group Foundation | 5,249 | $338.0K | 0.01% | −120,516−95.8% | Reduced |
| Orion Capital Management LLC | 5,290 | $340.0K | 0.27% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,299 | $340.9K | 0.04% | +52+1.0% | Added |
| Regentatlantic Capital LLC | 5,352 | $344.0K | 0.01% | +2,168+68.1% | Added |
| Level Four Advisory Services, LLC | 5,401 | $347.0K | 0.03% | −210−3.7% | Reduced |
| Sawtooth Solutions, LLC | 5,416 | $348.0K | 0.05% | −5,038−48.2% | Reduced |
| First Hawaiian Bank | 5,435 | $350.0K | 0.01% | −1,913−26.0% | Reduced |