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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 5,010 | $322.0K | 0.02% | +5,010 | New |
| Financial Counselors Inc | 4,950 | $318.0K | 0.01% | −650−11.6% | Reduced |
| Investment Advisory Group, LLC | 4,927 | $317.0K | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,909 | $316.0K | 0.01% | +127+2.7% | Added |
| 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 |
| Tower Bridge Advisors | 4,850 | $312.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,843 | $311.0K | 0.00% | +1,261+35.2% | Added |
| Renasant Bank | 4,810 | $309.0K | 0.27% | +750+18.5% | Added |
| Texas Yale Capital Corp. | 4,745 | $305.0K | 0.02% | +5+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 4,719 | $304.0K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,658 | $300.0K | 0.01% | −10,734−69.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,658 | $300.0K | 0.05% | −250−5.1% | Reduced |
| Integrated Advisors Network LLC | 4,621 | $297.0K | 0.02% | +29+0.6% | Added |
| Siemens Fonds Invest GmbH | 4,568 | $294.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $289.0K | 0.02% | 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 |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $284.0K | 0.25% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,403 | $283.0K | 0.07% | −9,983−69.4% | Reduced |
| Bridgefront Capital, LLC | 4,384 | $282.0K | 0.29% | +4,384 | New |
| 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 |
| 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 |
| 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 |
| Alethea Capital Management, LLC | 4,191 | $270.0K | 0.34% | +4,191 | New |
| Boothbay Fund Management, LLC | 4,175 | $269.0K | 0.01% | +4,175 | New |
| Weybosset Research & Management LLC | 4,150 | $267.0K | 0.12% | +4,150 | New |
| 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 |
| Prudent Man Advisors, LLC | 4,071 | $262.0K | 0.12% | +1,637+67.3% | 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 |
| Moors & Cabot, Inc. | 3,977 | $256.0K | 0.02% | +100+2.6% | 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 |
| 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 |
| Proequities, Inc. | 3,869 | $249.0K | 0.02% | +211+5.8% | 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 |
| Advisory Services Network, LLC | 3,827 | $247.0K | 0.01% | +250+7.0% | Added |
| Personal Cfo Solutions, LLC | 3,823 | $246.0K | 0.06% | +40+1.1% | Added |
| ICA Group Wealth Management, LLC | 3,794 | $244.0K | 0.05% | −184−4.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,774 | $243.0K | 0.00% | −1,165−23.6% | Reduced |
| Aviance Capital Partners, LLC | 3,770 | $242.0K | 0.06% | −2,000−34.7% | Reduced |
| Southland Equity Partners LLC | 3,757 | $241.7K | 0.12% | −75−2.0% | Reduced |
| Gsa Capital Partners LLP | 3,748 | $241.0K | 0.03% | −6,989−65.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,728 | $240.0K | 0.23% | +3,728 | New |
| Quadrant Capital Group LLC | 3,723 | $239.0K | 0.03% | +380+11.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $238.0K | 0.16% | 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 |
| Bowman & Co S.C. | 3,615 | $233.0K | 0.21% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,600 | $232.0K | 0.01% | −25−0.7% | Reduced |
| Titleist Asset Management, Ltd. | 3,571 | $230.0K | 0.06% | +3,571 | New |
| 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 |
| Bluestein R H & Co | 3,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Eudaimonia Advisors LLC | 3,406 | $219.0K | 0.16% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,384 | $218.0K | 0.02% | −40−1.2% | Reduced |
| Proficio Capital Partners LLC | 3,309 | $214.0K | 0.04% | +101+3.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,231 | $211.0K | 0.17% | +270+9.1% | Added |
| Valeo Financial Advisors, LLC | 3,259 | $210.0K | 0.01% | +36+1.1% | Added |
| 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 |
| Mutual Advisors, LLC | 3,139 | $202.0K | 0.01% | +3,139 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 3,053 | $196.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,040 | $196.0K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $193.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,913 | $187.4K | 0.01% | −77−2.6% | Reduced |
| Sentry Investment Management LLC | 2,875 | $185.0K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,821 | $181.4K | 0.00% | +12+0.4% | Added |
| Bessemer Group Inc | 2,754 | $177.0K | 0.00% | −457−14.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,682 | $173.0K | 0.00% | −1,045−28.0% | Reduced |
| Pinebridge Investments, L.P. | 2,521 | $162.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,385 | $153.0K | 0.05% | +7+0.3% | Added |
| Benjamin Edwards Inc | 2,263 | $146.0K | 0.04% | +2,263 | New |
| Pflug Koory, LLC | 2,215 | $142.0K | 0.09% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,049 | $132.0K | 0.01% | +2,049 | New |
| Lindbrook Capital, LLC | 1,950 | $125.0K | 0.02% | +28+1.5% | Added |
| Parallel Advisors, LLC | 1,932 | $124.0K | 0.01% | −49−2.5% | Reduced |
| Glassman Wealth Services | 1,799 | $116.0K | 0.02% | +32+1.8% | Added |
| Harbour Investments, Inc. | 1,367 | $113.0K | 0.01% | 00.0% | Unchanged |