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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,739 | $112.0K | 0.00% | −534−23.5% | Reduced |
| National Bank of Canada | 1,698 | $109.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,669 | $107.0K | 0.06% | +1,256+304.1% | Added |
| TD Waterhouse Canada Inc. | 1,603 | $104.8K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,588 | $102.0K | 0.03% | +12+0.8% | Added |
| Deseret Mutual Benefit Administrators | 1,576 | $101.0K | 0.03% | −423−21.2% | Reduced |
| Motco | 1,573 | $101.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,576 | $101.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,525 | $98.0K | 0.01% | −40−2.6% | Reduced |
| Allworth Financial LP | 1,489 | $96.0K | 0.00% | −215−12.6% | Reduced |
| Hanson & Doremus Investment Management | 1,500 | $96.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 1,500 | $96.0K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,429 | $92.0K | 0.01% | −143−9.1% | Reduced |
| Optimum Investment Advisors | 1,402 | $90.0K | 0.05% | −58−4.0% | Reduced |
| MV Capital Management, Inc. | 1,406 | $90.0K | 0.02% | −6−0.4% | Reduced |
| FourThought Financial, LLC | 1,356 | $87.0K | 0.01% | +30+2.3% | Added |
| Zions Bancorporation, N.A. | 1,339 | $86.0K | 0.01% | +368+37.9% | Added |
| Alta Advisers Ltd | 1,300 | $84.0K | 0.05% | +1,300 | New |
| Creative Financial Designs Inc | 1,235 | $79.0K | 0.01% | +1+0.1% | Added |
| Accel Wealth Management | 1,205 | $78.0K | 0.04% | +90+8.1% | Added |
| Evoke Wealth, LLC | 1,179 | $76.0K | 0.00% | +94+8.7% | Added |
| Key Financial Inc | 1,167 | $75.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $75.0K | 0.03% | +1,173 | New |
| Emfo, LLC | 1,150 | $74.0K | 0.07% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $71.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,090 | $70.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,089 | $70.0K | 0.02% | +9+0.8% | Added |
| Beacon Capital Management, LLC | 865 | $70.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,048 | $67.0K | 0.00% | −93−8.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,008 | $65.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,001 | $64.0K | 0.01% | +71+7.6% | Added |
| Pacer Advisors, Inc. | 945 | $61.0K | 0.00% | +223+30.9% | Added |
| Spire Wealth Management | 932 | $60.0K | 0.00% | −1,940−67.5% | Reduced |
| Bollard Group LLC | 929 | $60.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 931 | $59.0K | 0.00% | −204−18.0% | Reduced |
| Harvest Fund Management Co., Ltd | 915 | $59.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 910 | $58.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 850 | $55.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $55.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 854 | $54.9K | 0.03% | +7+0.8% | Added |
| Ellevest, Inc. | 846 | $54.0K | 0.01% | −459−35.2% | Reduced |
| Parkside Financial Bank & Trust | 800 | $52.0K | 0.02% | −32−3.8% | Reduced |
| Old Second National Bank of Aurora | 808 | $52.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 808 | $51.9K | 0.02% | −215−21.0% | Reduced |
| Gradient Investments LLC | 759 | $49.0K | 0.00% | −13−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $48.0K | 0.01% | −2,600−77.7% | Reduced |
| Private Trust Co NA | 745 | $48.0K | 0.01% | −490−39.7% | Reduced |
| Webster Bank, N. A. | 740 | $48.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 743 | $48.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $45.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $45.0K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 676 | $43.0K | 0.02% | −620−47.8% | Reduced |
| Massmutual Trust Co FSB | 659 | $42.0K | 0.00% | +6+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 650 | $42.0K | 0.01% | +650 | New |
| AdvisorNet Financial, Inc | 639 | $41.0K | 0.00% | −252−28.3% | Reduced |
| Caldwell Trust Co | 610 | $39.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $39.0K | 0.00% | +400+200.0% | Added |
| Ci Investments Inc. | 608 | $39.0K | 0.00% | +552+985.7% | Added |
| Focused Wealth Management, Inc | 588 | $38.0K | 0.01% | +1+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 582 | $37.0K | 0.02% | +54+10.2% | Added |
| CVA Family Office, LLC | 535 | $34.0K | 0.01% | −290−35.2% | Reduced |
| Covington Capital Management | 494 | $32.0K | 0.00% | −931−65.3% | Reduced |
| Smithfield Trust Co | 500 | $32.0K | 0.00% | −400−44.4% | Reduced |
| Hallmark Capital Management Inc | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $32.0K | 0.01% | +500 | New |
| Valley National Advisers Inc | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 496 | $29.0K | 0.03% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 448 | $28.8K | 0.00% | −352−44.0% | Reduced |
| Atlas Capital Advisors LLC | 439 | $28.2K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 442 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 442 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 330 | $27.0K | 0.00% | +160+94.1% | Added |
| Sutton Wealth Advisors Inc. | 406 | $26.1K | 0.01% | −15−3.6% | Reduced |
| Disciplined Investments, LLC | 387 | $25.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 353 | $23.0K | 0.01% | −35−9.0% | Reduced |
| Silvant Capital Management LLC | 348 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $22.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 338 | $22.0K | 0.00% | +7+2.1% | Added |
| JNBA Financial Advisors | 337 | $22.0K | 0.00% | +25+8.0% | Added |
| Activest Wealth Management | 340 | $22.0K | 0.01% | +340 | New |
| Heritage Wealth Advisors | 330 | $21.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 328 | $21.0K | 0.00% | +46+16.3% | Added |
| West Financial Advisors, LLC | 320 | $21.0K | 0.01% | +320 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 316 | $20.0K | 0.00% | +130+69.9% | Added |
| Selective Wealth Management, Inc. | 313 | $20.0K | 0.01% | +173+123.6% | Added |
| Point72 Asset Management, L.P. | 300 | $19.0K | 0.00% | −166,800−99.8% | Reduced |
| Larson Financial Group LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $19.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 291 | $19.0K | 0.01% | +2+0.7% | Added |
| Zullo Investment Group, Inc. | 280 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 291 | $18.0K | 0.00% | +39+15.5% | Added |
| Covestor Ltd | 262 | $17.0K | 0.02% | −984−79.0% | Reduced |
| Anchor Investment Management, LLC | 250 | $16.1K | 0.00% | 00.0% | Unchanged |