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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 10,000 | $643.0K | 0.08% | 00.0% | Unchanged |
| F3Logic, LLC | 9,749 | $641.0K | 0.13% | −44−0.4% | Reduced |
| Fulcrum Capital LLC | 9,937 | $639.0K | 0.19% | −380−3.7% | Reduced |
| NFP Retirement, Inc. | 9,797 | $630.1K | 0.16% | −1,313−11.8% | Reduced |
| XTX Topco Ltd | 9,753 | $627.0K | 0.16% | +9,753 | New |
| Community Bank & Trust, Waco, Texas | 9,643 | $620.0K | 0.22% | −200−2.0% | Reduced |
| Park Avenue Securities LLC | 9,347 | $601.0K | 0.01% | +301+3.3% | Added |
| SG Americas Securities, LLC | 9,310 | $599.0K | 0.01% | −28,121−75.1% | Reduced |
| 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 |
| Resources Investment Advisors, LLC. | 9,244 | $595.0K | 0.02% | +40.0% | Added |
| Oxford Financial Group Ltd | 9,234 | $594.0K | 0.09% | −27−0.3% | Reduced |
| Pacific Sun Financial Corp | 9,138 | $588.0K | 0.41% | −60−0.7% | Reduced |
| Everence Capital Management Inc | 9,100 | $585.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Metis Global Partners, LLC | 9,083 | $583.0K | 0.09% | +1,103+13.8% | Added |
| 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 |
| Profund Advisors LLC | 8,958 | $576.0K | 0.04% | −1,087−10.8% | Reduced |
| Richwood Investment Advisors, LLC | 8,938 | $575.0K | 0.63% | −600−6.3% | Reduced |
| Cetera Investment Advisers | 8,905 | $573.0K | 0.01% | −751−7.8% | Reduced |
| Stephens Inc | 8,809 | $567.0K | 0.01% | −1,918−17.9% | Reduced |
| Capstone Investment Advisors, LLC | 8,680 | $558.0K | 0.01% | +8,680 | New |
| Corient Capital Partners, LLC | 6,716 | $553.0K | 0.04% | +30.0% | Added |
| 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 |
| Penserra Capital Management LLC | 8,557 | $550.0K | 0.02% | −952−10.0% | Reduced |
| MQS Management LLC | 8,504 | $547.0K | 0.35% | +8,504 | New |
| Moody National Bank Trust Division | 8,466 | $544.0K | 0.06% | +448+5.6% | Added |
| Ingalls & Snyder LLC | 8,351 | $537.0K | 0.03% | −225−2.6% | Reduced |
| Huntington National Bank | 8,240 | $530.0K | 0.01% | −13−0.2% | Reduced |
| Monetary Management Group Inc | 8,075 | $519.0K | 0.17% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,802 | $502.0K | 0.30% | +201+2.6% | Added |
| GWM Advisors LLC | 7,786 | $501.0K | 0.01% | −1,512−16.3% | Reduced |
| Madden Advisory Services, Inc. | 7,763 | $499.0K | 0.40% | 00.0% | Unchanged |
| Summit Financial Group Inc | 7,441 | $479.0K | 0.20% | −177−2.3% | Reduced |
| TD Private Client Wealth LLC | 7,428 | $477.8K | 0.02% | +176+2.4% | Added |
| 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 |
| Federated Hermes, Inc. | 7,352 | $473.0K | 0.00% | −122−1.6% | Reduced |
| Prospera Financial Services Inc | 7,348 | $472.0K | 0.02% | +3,684+100.5% | Added |
| Hendershot Investments Inc. | 7,202 | $463.0K | 0.09% | 00.0% | Unchanged |
| Atom Investors LP | 7,099 | $457.0K | 0.16% | −8,981−55.9% | Reduced |
| Lido Advisors, LLC | 7,103 | $456.0K | 0.01% | −476−6.3% | Reduced |
| Sigma Planning Corp | 7,025 | $452.0K | 0.02% | −911−11.5% | Reduced |
| 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 |
| Cutler Group LP | 6,968 | $448.0K | 0.05% | +5,168+287.1% | Added |
| Associated Banc-Corp | 6,931 | $445.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,895 | $443.5K | 0.05% | +3,729+117.8% | Added |
| Alpha Paradigm Partners, LLC | 6,895 | $443.0K | 0.19% | +6,726+3,979.9% | Added |
| Toroso Investments, LLC | 6,812 | $438.0K | 0.02% | +535+8.5% | Added |
| Veriti Management LLC | 6,736 | $433.0K | 0.06% | −203−2.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,707 | $431.0K | 0.31% | +10.0% | Added |
| Magnetar Financial LLC | 6,682 | $430.0K | 0.01% | +6,682 | New |
| NewEdge Wealth, LLC | 6,592 | $424.0K | 0.02% | +531+8.8% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $423.0K | 0.19% | 00.0% | Unchanged |
| Jennison Associates LLC | 6,533 | $420.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 6,377 | $410.0K | 0.00% | −51−0.8% | Reduced |
| Meeder Asset Management Inc | 6,309 | $406.0K | 0.02% | −433−6.4% | Reduced |
| Spouting Rock Asset Management, LLC | 6,267 | $403.0K | 0.31% | +6,267 | New |
| Farmers & Merchants Investments Inc | 6,254 | $402.0K | 0.02% | −120−1.9% | Reduced |
| Group One Trading, L.P. | 6,230 | $401.0K | 0.01% | +6,230 | New |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $396.0K | 0.05% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 6,075 | $391.0K | 0.28% | +260+4.5% | Added |
| 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 |
| HighTower Trust Services, LTA | 5,886 | $379.0K | 0.04% | +5,886 | New |
| Ameritas Investment Partners, Inc. | 5,808 | $372.0K | 0.02% | +165+2.9% | 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 |
| 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 |
| IHT Wealth Management, LLC | 5,689 | $366.0K | 0.03% | +1,580+38.5% | Added |
| Cigna Investments Inc | 5,670 | $365.0K | 0.08% | −160−2.7% | Reduced |
| Wetherby Asset Management Inc | 5,601 | $360.0K | 0.03% | −88−1.5% | Reduced |
| Jones Financial Companies LLLP | 5,569 | $358.0K | 0.00% | −552−9.0% | Reduced |
| Strategy Asset Managers LLC | 5,527 | $355.0K | 0.10% | +5,527 | New |
| NuWave Investment Management, LLC | 5,471 | $352.0K | 0.40% | +5,471 | New |
| First Hawaiian Bank | 5,435 | $350.0K | 0.01% | −1,913−26.0% | Reduced |
| Sawtooth Solutions, LLC | 5,416 | $348.0K | 0.05% | −5,038−48.2% | Reduced |
| Level Four Advisory Services, LLC | 5,401 | $347.0K | 0.03% | −210−3.7% | Reduced |
| Regentatlantic Capital LLC | 5,352 | $344.0K | 0.01% | +2,168+68.1% | Added |
| Eqis Capital Management, Inc. | 5,299 | $340.9K | 0.04% | +52+1.0% | Added |
| Orion Capital Management LLC | 5,290 | $340.0K | 0.27% | 00.0% | Unchanged |
| LGT Group Foundation | 5,249 | $338.0K | 0.01% | −120,516−95.8% | Reduced |
| Investment Advisory Services Inc | 5,209 | $335.0K | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 5,192 | $334.0K | 0.00% | +199+4.0% | Added |
| DRW Securities, L.L.C. | 5,164 | $332.0K | 0.10% | +5,164 | New |
| Glenview Trust Co | 5,134 | $330.0K | 0.01% | +265+5.4% | Added |
| Clarius Group, LLC | 5,109 | $329.0K | 0.03% | +1,049+25.8% | Added |
| Brinker Capital Investments, LLC | 5,104 | $328.0K | 0.01% | +404+8.6% | Added |
| Ieq Capital, LLC | 5,076 | $326.0K | 0.01% | +716+16.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $325.0K | 0.35% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,014 | $323.0K | 0.01% | +177+3.7% | Added |