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 |
|---|---|---|---|---|---|
| Summit Place Financial Advisors, LLC | 24,625 | $1.58M | 1.47% | +4,575+22.8% | Added |
| Mercer Global Advisors Inc | 24,439 | $1.57M | 0.01% | −3,464−12.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,412 | $1.57M | 0.03% | −2,565−9.5% | Reduced |
| Forte Capital LLC | 23,957 | $1.54M | 0.28% | +7,924+49.4% | Added |
| New Mexico Educational Retirement Board | 23,248 | $1.50M | 0.08% | −900−3.7% | Reduced |
| Engineers Gate Manager LP | 23,146 | $1.49M | 0.09% | +23,146 | New |
| Capital Investment Advisors, LLC | 23,028 | $1.48M | 0.05% | −577−2.4% | Reduced |
| Sumitomo Life Insurance Co | 22,980 | $1.48M | 0.06% | +8,353+57.1% | Added |
| Baird Financial Group, Inc. | 22,904 | $1.47M | 0.00% | −7,022−23.5% | Reduced |
| Prudential PLC | 22,836 | $1.47M | 0.02% | +1,507+7.1% | Added |
| Spirit of America Management Corp | 22,635 | $1.46M | 0.35% | +400+1.8% | Added |
| Avantax Advisory Services, Inc. | 22,618 | $1.46M | 0.02% | +2,039+9.9% | Added |
| ProVise Management Group, LLC | 22,403 | $1.44M | 0.16% | −32−0.1% | Reduced |
| AGF Investments LLC | 22,075 | $1.42M | 0.13% | +11,332+105.5% | Added |
| Bokf, NA | 21,990 | $1.41M | 0.03% | +529+2.5% | Added |
| Bamco Inc | 21,815 | $1.40M | 0.00% | −17,442−44.4% | Reduced |
| Millennium Management LLC | 20,648 | $1.33M | 0.00% | −265,233−92.8% | Reduced |
| PFG Advisors | 20,533 | $1.32M | 0.15% | −2,138−9.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 20,481 | $1.32M | 0.18% | +232+1.1% | Added |
| Liberty Capital Management, Inc. | 20,451 | $1.31M | 0.49% | +3,431+20.2% | Added |
| 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 |
| Hotaling Investment Management, LLC | 19,952 | $1.28M | 0.62% | −106−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 19,904 | $1.28M | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 19,880 | $1.28M | 0.06% | +14+0.1% | Added |
| Wolverine Trading, LLC | 20,082 | $1.27M | 0.05% | +20,082 | New |
| D.A. Davidson & Co. | 19,866 | $1.27M | 0.02% | +42+0.2% | Added |
| Aevitas Wealth Management, Inc. | 19,344 | $1.24M | 0.93% | −286−1.5% | Reduced |
| Raymond James Trust N.A. | 19,057 | $1.23M | 0.05% | −398−2.0% | Reduced |
| Quantitative Investment Management, LLC | 18,692 | $1.20M | 0.20% | +18,692 | New |
| Jane Street Group, LLC | 18,524 | $1.19M | 0.00% | +2,801+17.8% | Added |
| Broderick Brian C | 18,500 | $1.19M | 0.37% | +3,500+23.3% | Added |
| M Holdings Securities, Inc. | 18,399 | $1.18M | 0.13% | −18−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 18,343 | $1.18M | 0.02% | −9,737−34.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $1.16M | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 17,960 | $1.16M | 0.03% | +2,023+12.7% | Added |
| APG Asset Management N.V. | 17,550 | $1.15M | 0.00% | −39,400−69.2% | Reduced |
| Assenagon Asset Management S.A. | 17,696 | $1.14M | 0.00% | +10,696+152.8% | Added |
| Wealthfront Advisers LLC | 17,493 | $1.13M | 0.01% | −6,905−28.3% | Reduced |
| Panagora Asset Management Inc | 17,420 | $1.12M | 0.01% | +39+0.2% | Added |
| Bridgewater Associates, LP | 17,386 | $1.12M | 0.01% | −200,731−92.0% | Reduced |
| Illinois Municipal Retirement Fund | 17,302 | $1.11M | 0.03% | −41,963−70.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,211 | $1.11M | 0.03% | −2,982−14.8% | Reduced |
| Susquehanna International Group, LLP | 16,735 | $1.08M | 0.00% | −45,822−73.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,720 | $1.07M | 0.27% | +2,200+15.2% | Added |
| Ancora Advisors, LLC | 16,665 | $1.07M | 0.03% | −237−1.4% | Reduced |
| American Financial Advisors, LLC | 16,651 | $1.07M | 0.18% | −55−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $1.07M | 0.10% | +1,096+7.1% | Added |
| Paradigm Asset Management Co LLC | 16,488 | $1.06M | 0.35% | −100−0.6% | Reduced |
| Wesbanco Bank Inc | 16,312 | $1.05M | 0.07% | −1,272−7.2% | Reduced |
| Banque Pictet & Cie SA | 16,218 | $1.04M | 0.01% | +16,218 | New |
| Bard Associates Inc | 15,937 | $1.02M | 0.46% | −323−2.0% | Reduced |
| Colony Group LLC | 15,856 | $1.02M | 0.02% | +826+5.5% | Added |
| Banque Cantonale Vaudoise | 15,828 | $1.02M | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 15,821 | $1.02M | 0.56% | +221+1.4% | Added |
| NTV Asset Management LLC | 15,811 | $1.02M | 0.21% | −177−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,735 | $1.01M | 0.02% | +4,911+45.4% | Added |
| Beacon Pointe Advisors, LLC | 15,741 | $1.01M | 0.02% | −3,594−18.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,620 | $1.00M | 0.02% | +231+1.5% | Added |
| 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 |
| Cetera Advisors LLC | 15,538 | $999.0K | 0.03% | −183−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,389 | $989.8K | 0.02% | −277−1.8% | Reduced |
| Cascade Investment Advisors, Inc. | 16,110 | $983.0K | 0.84% | +175+1.1% | Added |
| Naviter Wealth, LLC | 15,258 | $981.0K | 0.40% | +6,367+71.6% | Added |
| O'Rourke & Company, Inc | 15,233 | $980.0K | 0.85% | +1,296+9.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $972.0K | 0.84% | −50−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 14,532 | $935.0K | 0.07% | +14,532 | New |
| MAI Capital Management | 14,511 | $933.0K | 0.02% | +14,511 | New |
| Sante Capital Fund, LP | 14,407 | $927.0K | 1.90% | +14,407 | New |
| Welch Group, LLC | 13,958 | $898.0K | 0.06% | +395+2.9% | Added |
| Advance Capital Management, Inc. | 13,588 | $874.0K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,567 | $873.0K | 0.01% | +5,050+59.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,504 | $869.0K | 0.01% | +10,018+287.4% | Added |
| Arkadios Wealth Advisors | 13,334 | $858.0K | 0.13% | −1,659−11.1% | Reduced |
| Landscape Capital Management, L.L.C. | 12,674 | $815.0K | 0.11% | +12,674 | New |
| Brown Advisory Inc | 12,594 | $810.0K | 0.00% | +874+7.5% | Added |
| Old North State Wealth Management, LLC | 12,510 | $805.0K | 0.93% | +1,976+18.8% | Added |
| Advisor Partners II, LLC | 12,490 | $803.0K | 0.06% | +12,490 | New |
| Abeille Asset Management SA | 12,392 | $797.0K | 0.03% | +2,747+28.5% | Added |
| Wexford Capital LP | 12,275 | $790.0K | 0.25% | +4,875+65.9% | Added |
| Vontobel Holding Ltd. | 12,172 | $783.0K | 0.01% | −19,877−62.0% | Reduced |
| Independent Advisor Alliance | 12,091 | $778.0K | 0.05% | +150+1.3% | Added |
| Ethic Inc. | 12,066 | $776.0K | 0.05% | −1,802−13.0% | Reduced |
| Edgestream Partners, L.P. | 11,998 | $772.0K | 0.06% | +11,998 | New |
| Ensign Peak Advisors, Inc | 11,800 | $759.0K | 0.00% | −1,410−10.7% | Reduced |
| Garrison Bradford & Associates Inc | 11,680 | $751.0K | 0.91% | +1,557+15.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,657 | $750.0K | 0.04% | −4,851−29.4% | Reduced |
| Vanderbilt University | 11,381 | $732.0K | 0.19% | +2,892+34.1% | Added |
| Gray Wealth Management Inc. | 11,267 | $725.0K | 0.46% | +28+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,168 | $718.0K | 0.35% | +250+2.3% | Added |
| AlphaCentric Advisors LLC | 11,059 | $711.0K | 0.73% | +11,059 | New |
| 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 |
| Agf Investments Inc. | 10,823 | $696.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,721 | $690.0K | 0.01% | −107,629−90.9% | Reduced |
| Cadent Capital Advisors, LLC | 10,635 | $684.0K | 0.41% | +23+0.2% | Added |
| Wambolt & Associates, LLC | 10,616 | $683.0K | 0.29% | +104+1.0% | Added |
| Jeppson Wealth Management, LLC | 10,139 | $652.0K | 0.30% | +200+2.0% | Added |
| Atlantic Union Bankshares Corp | 10,125 | $651.0K | 0.07% | 00.0% | Unchanged |