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 |
|---|---|---|---|---|---|
| Ethic Inc. | 12,066 | $776.0K | 0.05% | −1,802−13.0% | Reduced |
| Independent Advisor Alliance | 12,091 | $778.0K | 0.05% | +150+1.3% | Added |
| Vontobel Holding Ltd. | 12,172 | $783.0K | 0.01% | −19,877−62.0% | Reduced |
| Wexford Capital LP | 12,275 | $790.0K | 0.25% | +4,875+65.9% | Added |
| Abeille Asset Management SA | 12,392 | $797.0K | 0.03% | +2,747+28.5% | Added |
| Advisor Partners II, LLC | 12,490 | $803.0K | 0.06% | +12,490 | New |
| Old North State Wealth Management, LLC | 12,510 | $805.0K | 0.93% | +1,976+18.8% | Added |
| Brown Advisory Inc | 12,594 | $810.0K | 0.00% | +874+7.5% | Added |
| Landscape Capital Management, L.L.C. | 12,674 | $815.0K | 0.11% | +12,674 | New |
| Arkadios Wealth Advisors | 13,334 | $858.0K | 0.13% | −1,659−11.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,504 | $869.0K | 0.01% | +10,018+287.4% | Added |
| AE Wealth Management LLC | 13,567 | $873.0K | 0.01% | +5,050+59.3% | Added |
| Advance Capital Management, Inc. | 13,588 | $874.0K | 0.11% | 00.0% | Unchanged |
| Welch Group, LLC | 13,958 | $898.0K | 0.06% | +395+2.9% | Added |
| Sante Capital Fund, LP | 14,407 | $927.0K | 1.90% | +14,407 | New |
| MAI Capital Management | 14,511 | $933.0K | 0.02% | +14,511 | New |
| Commerzbank Aktiengesellschaft | 14,532 | $935.0K | 0.07% | +14,532 | New |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $972.0K | 0.84% | −50−0.3% | Reduced |
| O'Rourke & Company, Inc | 15,233 | $980.0K | 0.85% | +1,296+9.3% | Added |
| Naviter Wealth, LLC | 15,258 | $981.0K | 0.40% | +6,367+71.6% | Added |
| Cascade Investment Advisors, Inc. | 16,110 | $983.0K | 0.84% | +175+1.1% | Added |
| Atria Wealth Solutions, Inc. | 15,389 | $989.8K | 0.02% | −277−1.8% | Reduced |
| Cetera Advisors LLC | 15,538 | $999.0K | 0.03% | −183−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 15,590 | $1.00M | 0.01% | +90+0.6% | Added |
| Toews Corp | 15,600 | $1.00M | 0.74% | +15,600 | New |
| Meiji Yasuda Life Insurance Co | 15,620 | $1.00M | 0.02% | +231+1.5% | Added |
| Beacon Pointe Advisors, LLC | 15,741 | $1.01M | 0.02% | −3,594−18.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,735 | $1.01M | 0.02% | +4,911+45.4% | Added |
| NTV Asset Management LLC | 15,811 | $1.02M | 0.21% | −177−1.1% | Reduced |
| RDA Financial Network | 15,821 | $1.02M | 0.56% | +221+1.4% | Added |
| Banque Cantonale Vaudoise | 15,828 | $1.02M | 0.06% | 00.0% | Unchanged |
| Colony Group LLC | 15,856 | $1.02M | 0.02% | +826+5.5% | Added |
| Bard Associates Inc | 15,937 | $1.02M | 0.46% | −323−2.0% | Reduced |
| Banque Pictet & Cie SA | 16,218 | $1.04M | 0.01% | +16,218 | New |
| Wesbanco Bank Inc | 16,312 | $1.05M | 0.07% | −1,272−7.2% | Reduced |
| Paradigm Asset Management Co LLC | 16,488 | $1.06M | 0.35% | −100−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $1.07M | 0.10% | +1,096+7.1% | Added |
| American Financial Advisors, LLC | 16,651 | $1.07M | 0.18% | −55−0.3% | Reduced |
| Ancora Advisors, LLC | 16,665 | $1.07M | 0.03% | −237−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,720 | $1.07M | 0.27% | +2,200+15.2% | Added |
| Susquehanna International Group, LLP | 16,735 | $1.08M | 0.00% | −45,822−73.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,211 | $1.11M | 0.03% | −2,982−14.8% | Reduced |
| Illinois Municipal Retirement Fund | 17,302 | $1.11M | 0.03% | −41,963−70.8% | Reduced |
| Bridgewater Associates, LP | 17,386 | $1.12M | 0.01% | −200,731−92.0% | Reduced |
| Panagora Asset Management Inc | 17,420 | $1.12M | 0.01% | +39+0.2% | Added |
| Wealthfront Advisers LLC | 17,493 | $1.13M | 0.01% | −6,905−28.3% | Reduced |
| Assenagon Asset Management S.A. | 17,696 | $1.14M | 0.00% | +10,696+152.8% | Added |
| APG Asset Management N.V. | 17,550 | $1.15M | 0.00% | −39,400−69.2% | Reduced |
| United Services Automobile Association | 17,960 | $1.16M | 0.03% | +2,023+12.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $1.16M | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,343 | $1.18M | 0.02% | −9,737−34.7% | Reduced |
| M Holdings Securities, Inc. | 18,399 | $1.18M | 0.13% | −18−0.1% | Reduced |
| Broderick Brian C | 18,500 | $1.19M | 0.37% | +3,500+23.3% | Added |
| Jane Street Group, LLC | 18,524 | $1.19M | 0.00% | +2,801+17.8% | Added |
| Quantitative Investment Management, LLC | 18,692 | $1.20M | 0.20% | +18,692 | New |
| Raymond James Trust N.A. | 19,057 | $1.23M | 0.05% | −398−2.0% | Reduced |
| Aevitas Wealth Management, Inc. | 19,344 | $1.24M | 0.93% | −286−1.5% | Reduced |
| D.A. Davidson & Co. | 19,866 | $1.27M | 0.02% | +42+0.2% | Added |
| Wolverine Trading, LLC | 20,082 | $1.27M | 0.05% | +20,082 | New |
| Busey Wealth Management | 19,880 | $1.28M | 0.06% | +14+0.1% | Added |
| E. Ohman J:or Asset Management AB | 19,904 | $1.28M | 0.06% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 19,952 | $1.28M | 0.62% | −106−0.5% | Reduced |
| Seeyond | 20,024 | $1.29M | 0.16% | −6,632−24.9% | Reduced |
| Vestcor Inc | 20,008 | $1.29M | 0.05% | −1,887−8.6% | Reduced |
| Liberty Capital Management, Inc. | 20,451 | $1.31M | 0.49% | +3,431+20.2% | Added |
| Edgemoor Investment Advisors, Inc. | 20,481 | $1.32M | 0.18% | +232+1.1% | Added |
| PFG Advisors | 20,533 | $1.32M | 0.15% | −2,138−9.4% | Reduced |
| Millennium Management LLC | 20,648 | $1.33M | 0.00% | −265,233−92.8% | Reduced |
| Bamco Inc | 21,815 | $1.40M | 0.00% | −17,442−44.4% | Reduced |
| Bokf, NA | 21,990 | $1.41M | 0.03% | +529+2.5% | Added |
| AGF Investments LLC | 22,075 | $1.42M | 0.13% | +11,332+105.5% | Added |
| ProVise Management Group, LLC | 22,403 | $1.44M | 0.16% | −32−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 22,618 | $1.46M | 0.02% | +2,039+9.9% | Added |
| Spirit of America Management Corp | 22,635 | $1.46M | 0.35% | +400+1.8% | Added |
| Prudential PLC | 22,836 | $1.47M | 0.02% | +1,507+7.1% | Added |
| Baird Financial Group, Inc. | 22,904 | $1.47M | 0.00% | −7,022−23.5% | Reduced |
| Sumitomo Life Insurance Co | 22,980 | $1.48M | 0.06% | +8,353+57.1% | Added |
| Capital Investment Advisors, LLC | 23,028 | $1.48M | 0.05% | −577−2.4% | Reduced |
| Engineers Gate Manager LP | 23,146 | $1.49M | 0.09% | +23,146 | New |
| New Mexico Educational Retirement Board | 23,248 | $1.50M | 0.08% | −900−3.7% | Reduced |
| Forte Capital LLC | 23,957 | $1.54M | 0.28% | +7,924+49.4% | Added |
| O'Shaughnessy Asset Management, LLC | 24,412 | $1.57M | 0.03% | −2,565−9.5% | Reduced |
| Mercer Global Advisors Inc | 24,439 | $1.57M | 0.01% | −3,464−12.4% | Reduced |
| Summit Place Financial Advisors, LLC | 24,625 | $1.58M | 1.47% | +4,575+22.8% | Added |
| Quadrature Capital Ltd | 24,911 | $1.60M | 0.05% | +21,018+539.9% | Added |
| OPSEU Pension Plan Trust Fund | 24,604 | $1.60M | 0.42% | +513+2.1% | Added |
| Strategic Wealth Advisors Group, LLC | 25,099 | $1.61M | 0.07% | +546+2.2% | Added |
| JustInvest LLC | 25,202 | $1.62M | 0.07% | −414−1.6% | Reduced |
| Pensionfund Sabic | 25,259 | $1.63M | 0.57% | −1,000−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 25,821 | $1.66M | 0.05% | +461+1.8% | Added |
| MML Investors Services, LLC | 26,141 | $1.68M | 0.01% | +2,322+9.7% | Added |
| Pendal Group Limited | 26,260 | $1.69M | 0.02% | +12,176+86.5% | Added |
| Oppenheimer & Co Inc | 26,446 | $1.70M | 0.04% | −3,608−12.0% | Reduced |
| Fred Alger Management, LLC | 26,496 | $1.70M | 0.01% | +3,086+13.2% | Added |
| Blair William & Co | 26,502 | $1.71M | 0.01% | +162+0.6% | Added |
| Commerce Bank | 26,810 | $1.72M | 0.01% | −1,602−5.6% | Reduced |
| Mirova | 27,047 | $1.74M | 0.29% | +8,781+48.1% | Added |
| Rafferty Asset Management, LLC | 27,510 | $1.77M | 0.02% | +6,439+30.6% | Added |
| Shell Asset Management Co | 27,516 | $1.77M | 0.07% | −5,908−17.7% | Reduced |
| Boston Family Office LLC | 27,593 | $1.77M | 0.16% | +2,797+11.3% | Added |