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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.

Institutional holdersQ3 2022: 786 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ3 2022: $29.8B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2022.

Institutions holding WELL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Man Group plc0$00.00%–Sold out
Sustainable Insight Capital Management, LLC0$00.00%−4,300−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−3,727−100.0%Sold out
Conning Inc.0$00.00%−3,506−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−3,416−100.0%Sold out
9258 Wealth Management, LLC0$00.00%−3,330−100.0%Sold out
Sabal Trust CO0$00.00%−3,226−100.0%Sold out
FineMark National Bank & Trust0$00.00%−3,190−100.0%Sold out
Stonnington Group, LLC0$00.00%−3,200−100.0%Sold out
Heritage Trust Co0$00.00%−3,182−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−3,100−100.0%Sold out
Oak Thistle LLC0$00.00%−3,092−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,056−100.0%Sold out
Marcum Wealth, LLC0$00.00%−3,045−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,046−100.0%Sold out
Shelton Capital Management0$00.00%−2,992−100.0%Sold out
River & Mercantile Investments Ltd0$00.00%−2,994−100.0%Sold out
Keystone Financial Group0$00.00%−2,966−100.0%Sold out
Cutter & CO Brokerage, Inc.0$00.00%−2,956−100.0%Sold out
First Affirmative Financial Network0$00.00%−2,920−100.0%Sold out
Commons Capital, LLC0$00.00%−2,912−100.0%Sold out
Somerville Kurt F0$00.00%−2,900−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,895−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−2,837−100.0%Sold out
Ninepoint Partners LP0$00.00%−2,807−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−2,802−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,715−100.0%Sold out
Old National Bancorp0$00.00%−2,701−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−2,702−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−2,630−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−2,579−100.0%Sold out
Symmetry Partners, LLC0$00.00%−2,566−100.0%Sold out
AlphaCore Capital LLC0$00.00%−2,560−100.0%Sold out
Wharton Business Group, LLC0$00.00%−2,555−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−2,537−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,545−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−2,524−100.0%Sold out
Sound View Wealth Advisors Group, LLC0$00.00%−2,522−100.0%Sold out
Advisor Resource Council0$00.00%−2,533−100.0%Sold out
Walter & Keenan Financial Consulting Co0$00.00%−2,484−100.0%Sold out
Horizon Wealth Management, LLC0$00.00%−2,495−100.0%Sold out
Bahl & Gaynor Inc0$00.00%−2,480−100.0%Sold out
Clifford Swan Investment Counsel LLC0$00.00%−2,450−100.0%Sold out
First National Bank of Mount Dora, Trust Investment Services0$00.00%−2,455−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−2,435−100.0%Sold out
Vectors Research Management, LLC0$00.00%−2,402−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−2,175−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,016−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,624−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−1,232−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−1,143−100.0%Sold out
CX Institutional0$00.00%−851−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−657−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−354−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−327−100.0%Sold out
First Bank & Trust0$00.00%−290−100.0%Sold out
Neo Ivy Capital Management0$00.00%−271−100.0%Sold out
Better Money Decisions, LLC0$00.00%−251−100.0%Sold out
Riverview Trust Co0$00.00%−230−100.0%Sold out
Corsicana & Co.0$00.00%−200−100.0%Sold out
ACG Wealth0$00.00%−124−100.0%Sold out
WFA of San Diego, LLC0$00.00%−100−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−87−100.0%Sold out
South State Corp.0$00.00%−46−100.0%Sold out
Horan Securities, Inc.0$00.00%−45−100.0%Sold out
Clear Perspectives Financial Planning, LLC0$00.00%−50−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−33−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−17−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−12−100.0%Sold out
Curi Capital0$00.00%−3−100.0%Sold out
B. Riley Wealth Management, Inc.––––Not filed
Advisor Partners LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Pluribus Labs, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
DRW Securities, LLC––––Not filed
Cordasco Financial Network––––Not filed
Private Capital Group, LLC––––Not filed
Urban Wealth Management, LLC––––Not filed
Lake Point Wealth Management––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Enterprise Trust & Investment Co––––Not filed