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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 251 | $16.0K | 0.00% | −1,203−82.7% | Reduced |
| Bell Investment Advisors, Inc | 250 | $16.0K | 0.00% | −69−21.6% | Reduced |
| Earnest Partners LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 242 | $16.0K | 0.01% | +2+0.8% | Added |
| NVWM, LLC | 245 | $16.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 213 | $14.0K | 0.00% | +50+30.7% | Added |
| Financial Perspectives, Inc | 216 | $13.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $13.0K | 0.00% | −949−82.6% | Reduced |
| Asset Dedication, LLC | 198 | $13.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 208 | $13.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $12.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 177 | $11.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $10.0K | 0.01% | +2+1.3% | Added |
| Citizens National Bank Trust Department | 162 | $10.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 158 | $10.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $10.0K | 0.00% | +67+74.4% | Added |
| Hazlett, Burt & Watson, Inc. | 142 | $9.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 149 | $9.00K | 0.00% | +1+0.7% | Added |
| Albion Financial Group | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 124 | $8.00K | 0.00% | −7−5.3% | Reduced |
| Wolff Wiese Magana LLC | 128 | $8.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 131 | $8.00K | 0.00% | +11+9.2% | Added |
| Investors Research Corp | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $7.00K | 0.00% | +1+0.9% | Added |
| Barrett & Company, Inc. | 100 | $6.55K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 106 | $6.47K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $6.43K | 0.00% | −10−9.1% | Reduced |
| Trust Co of Vermont | 100 | $6.00K | 0.00% | −48−32.4% | Reduced |
| Montag A & Associates Inc | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 96 | $6.00K | 0.00% | −6−5.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $6.00K | 0.01% | +100 | New |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $4.70K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 68 | $4.00K | 0.00% | +21+44.7% | Added |
| Clean Yield Group | 63 | $4.00K | 0.00% | +63 | New |
| Estabrook Capital Management | 60 | $3.86K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 47 | $3.00K | 0.00% | +4+9.3% | Added |
| Lee Financial Co | 47 | $3.00K | 0.00% | +4+9.3% | Added |
| BerganKDV Wealth Management, LLC | 51 | $3.00K | 0.00% | +12+30.8% | Added |
| Pacifica Partners Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 43 | $3.00K | 0.00% | +15+53.6% | Added |
| Abound Wealth Management | 33 | $2.13K | 0.00% | +33 | New |
| Princeton Global Asset Management LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | −2−16.7% | Reduced |
| TFC Financial Management | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 6 | $392 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $257 | 0.00% | +4 | New |
| Addison Advisors LLC | 6 | $0 | 0.00% | −20−76.9% | Reduced |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Senator Investment Group LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −175,572−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −129,785−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −86,596−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −34,989−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −30,109−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,271−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −14,014−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,388−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −6,484−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −6,815−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,527−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |