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 |
|---|---|---|---|---|---|
| NuWave Investment Management, LLC | 5,471 | $352.0K | 0.40% | +5,471 | New |
| Strategy Asset Managers LLC | 5,527 | $355.0K | 0.10% | +5,527 | New |
| Jones Financial Companies LLLP | 5,569 | $358.0K | 0.00% | −552−9.0% | Reduced |
| Wetherby Asset Management Inc | 5,601 | $360.0K | 0.03% | −88−1.5% | Reduced |
| Cigna Investments Inc | 5,670 | $365.0K | 0.08% | −160−2.7% | Reduced |
| IHT Wealth Management, LLC | 5,689 | $366.0K | 0.03% | +1,580+38.5% | Added |
| American Research & Management Co. | 5,700 | $367.0K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,704 | $367.0K | 0.01% | +1,042+22.4% | Added |
| Bailard, Inc. | 5,769 | $371.0K | 0.02% | −69−1.2% | Reduced |
| First International Bank & Trust | 5,779 | $371.0K | 0.14% | +1,722+42.4% | Added |
| Ameritas Investment Partners, Inc. | 5,808 | $372.0K | 0.02% | +165+2.9% | Added |
| HighTower Trust Services, LTA | 5,886 | $379.0K | 0.04% | +5,886 | New |
| Johnson Investment Counsel Inc | 5,934 | $382.0K | 0.01% | −141−2.3% | Reduced |
| Desjardins Global Asset Management Inc. | 5,949 | $382.0K | 0.05% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 6,075 | $391.0K | 0.28% | +260+4.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $396.0K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,230 | $401.0K | 0.01% | +6,230 | New |
| Farmers & Merchants Investments Inc | 6,254 | $402.0K | 0.02% | −120−1.9% | Reduced |
| Spouting Rock Asset Management, LLC | 6,267 | $403.0K | 0.31% | +6,267 | New |
| Meeder Asset Management Inc | 6,309 | $406.0K | 0.02% | −433−6.4% | Reduced |
| CWM, LLC | 6,377 | $410.0K | 0.00% | −51−0.8% | Reduced |
| Abbrea Capital, LLC | 6,383 | $411.0K | 0.08% | −5,675−47.1% | Reduced |
| Veritable, L.P. | 6,383 | $411.0K | 0.01% | +118+1.9% | Added |
| IFP Advisors, Inc | 6,584 | $411.0K | 0.01% | +125+1.9% | Added |
| Jennison Associates LLC | 6,533 | $420.0K | 0.00% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 6,570 | $423.0K | 0.19% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,592 | $424.0K | 0.02% | +531+8.8% | Added |
| Magnetar Financial LLC | 6,682 | $430.0K | 0.01% | +6,682 | New |
| Retirement Planning Co of New England, Inc. | 6,707 | $431.0K | 0.31% | +10.0% | Added |
| Veriti Management LLC | 6,736 | $433.0K | 0.06% | −203−2.9% | Reduced |
| Toroso Investments, LLC | 6,812 | $438.0K | 0.02% | +535+8.5% | Added |
| Alpha Paradigm Partners, LLC | 6,895 | $443.0K | 0.19% | +6,726+3,979.9% | Added |
| Rehmann Capital Advisory Group | 6,895 | $443.5K | 0.05% | +3,729+117.8% | Added |
| Associated Banc-Corp | 6,931 | $445.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 6,968 | $448.0K | 0.05% | +5,168+287.1% | Added |
| Sara-Bay Financial | 6,974 | $449.0K | 0.25% | +38+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 6,979 | $449.0K | 0.04% | +1,107+18.9% | Added |
| Sigma Planning Corp | 7,025 | $452.0K | 0.02% | −911−11.5% | Reduced |
| Lido Advisors, LLC | 7,103 | $456.0K | 0.01% | −476−6.3% | Reduced |
| Atom Investors LP | 7,099 | $457.0K | 0.16% | −8,981−55.9% | Reduced |
| Hendershot Investments Inc. | 7,202 | $463.0K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,348 | $472.0K | 0.02% | +3,684+100.5% | Added |
| Federated Hermes, Inc. | 7,352 | $473.0K | 0.00% | −122−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,394 | $476.0K | 0.02% | −1,284−14.8% | Reduced |
| Lincoln National Corp | 7,392 | $476.0K | 0.01% | +103+1.4% | Added |
| TD Private Client Wealth LLC | 7,428 | $477.8K | 0.02% | +176+2.4% | Added |
| Summit Financial Group Inc | 7,441 | $479.0K | 0.20% | −177−2.3% | Reduced |
| Madden Advisory Services, Inc. | 7,763 | $499.0K | 0.40% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,786 | $501.0K | 0.01% | −1,512−16.3% | Reduced |
| Stiles Financial Services Inc | 7,802 | $502.0K | 0.30% | +201+2.6% | Added |
| Monetary Management Group Inc | 8,075 | $519.0K | 0.17% | 00.0% | Unchanged |
| Huntington National Bank | 8,240 | $530.0K | 0.01% | −13−0.2% | Reduced |
| Ingalls & Snyder LLC | 8,351 | $537.0K | 0.03% | −225−2.6% | Reduced |
| Moody National Bank Trust Division | 8,466 | $544.0K | 0.06% | +448+5.6% | Added |
| MQS Management LLC | 8,504 | $547.0K | 0.35% | +8,504 | New |
| Penserra Capital Management LLC | 8,557 | $550.0K | 0.02% | −952−10.0% | Reduced |
| Whittier Trust Co | 8,587 | $552.0K | 0.01% | −2,743−24.2% | Reduced |
| Checchi Capital Advisers, LLC | 8,578 | $552.0K | 0.06% | +146+1.7% | Added |
| Corient Capital Partners, LLC | 6,716 | $553.0K | 0.04% | +30.0% | Added |
| Capstone Investment Advisors, LLC | 8,680 | $558.0K | 0.01% | +8,680 | New |
| Stephens Inc | 8,809 | $567.0K | 0.01% | −1,918−17.9% | Reduced |
| Cetera Investment Advisers | 8,905 | $573.0K | 0.01% | −751−7.8% | Reduced |
| Richwood Investment Advisors, LLC | 8,938 | $575.0K | 0.63% | −600−6.3% | Reduced |
| Profund Advisors LLC | 8,958 | $576.0K | 0.04% | −1,087−10.8% | Reduced |
| Schnieders Capital Management LLC | 8,971 | $577.0K | 0.15% | −75−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 8,963 | $577.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,971 | $577.0K | 0.03% | +793+9.7% | Added |
| Metis Global Partners, LLC | 9,083 | $583.0K | 0.09% | +1,103+13.8% | Added |
| Laurel Wealth Advisors, Inc. | 9,086 | $584.0K | 0.06% | −324−3.4% | Reduced |
| Umb Bank N A | 9,087 | $584.0K | 0.01% | +927+11.4% | Added |
| Everence Capital Management Inc | 9,100 | $585.0K | 0.05% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 9,138 | $588.0K | 0.41% | −60−0.7% | Reduced |
| Oxford Financial Group Ltd | 9,234 | $594.0K | 0.09% | −27−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 9,244 | $595.0K | 0.02% | +40.0% | Added |
| Verition Fund Management LLC | 9,279 | $596.0K | 0.01% | +1,990+27.3% | Added |
| Vestmark Advisory Solutions, Inc. | 9,271 | $596.0K | 0.03% | +5,746+163.0% | Added |
| SG Americas Securities, LLC | 9,310 | $599.0K | 0.01% | −28,121−75.1% | Reduced |
| Park Avenue Securities LLC | 9,347 | $601.0K | 0.01% | +301+3.3% | Added |
| Community Bank & Trust, Waco, Texas | 9,643 | $620.0K | 0.22% | −200−2.0% | Reduced |
| XTX Topco Ltd | 9,753 | $627.0K | 0.16% | +9,753 | New |
| NFP Retirement, Inc. | 9,797 | $630.1K | 0.16% | −1,313−11.8% | Reduced |
| Fulcrum Capital LLC | 9,937 | $639.0K | 0.19% | −380−3.7% | Reduced |
| F3Logic, LLC | 9,749 | $641.0K | 0.13% | −44−0.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $643.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,125 | $651.0K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 10,139 | $652.0K | 0.30% | +200+2.0% | Added |
| Wambolt & Associates, LLC | 10,616 | $683.0K | 0.29% | +104+1.0% | Added |
| Cadent Capital Advisors, LLC | 10,635 | $684.0K | 0.41% | +23+0.2% | Added |
| Cubist Systematic Strategies, LLC | 10,721 | $690.0K | 0.01% | −107,629−90.9% | Reduced |
| Agf Investments Inc. | 10,823 | $696.0K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,256 | $710.0K | 0.02% | −1,102−8.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,045 | $710.0K | 0.01% | +55+0.5% | Added |
| AlphaCentric Advisors LLC | 11,059 | $711.0K | 0.73% | +11,059 | New |
| Cornell Pochily Investment Advisors, Inc. | 11,168 | $718.0K | 0.35% | +250+2.3% | Added |
| Gray Wealth Management Inc. | 11,267 | $725.0K | 0.46% | +28+0.2% | Added |
| Vanderbilt University | 11,381 | $732.0K | 0.19% | +2,892+34.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,657 | $750.0K | 0.04% | −4,851−29.4% | Reduced |
| Garrison Bradford & Associates Inc | 11,680 | $751.0K | 0.91% | +1,557+15.4% | Added |
| Ensign Peak Advisors, Inc | 11,800 | $759.0K | 0.00% | −1,410−10.7% | Reduced |
| Edgestream Partners, L.P. | 11,998 | $772.0K | 0.06% | +11,998 | New |