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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.

Q4 2022 vs. Q3 2022

How the institutions holding Welltower Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WELL: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders78623799+36
Shares463.9M354.0K471.1M+7.61M (+1.6%)
Value$29.8B$22.9M$30.9B+$1.08B (+3.6%)

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Welltower Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WELL in Q4 2022
InstitutionSharesValue% of portfolio
Capital International Investors3,472,201$227.6M0.06%
Waterfront Capital Partners, LLC964,999$63.3M5.17%
Alyeska Investment Group, L.P.515,417$33.8M0.35%
GEM Realty Capital319,835$21.0M5.01%
Employees Retirement System of Texas263,000$17.2M0.25%
Oversea-Chinese Banking CORP Ltd207,881$13.6M0.79%
HGI Capital Management, LLC190,961$12.5M3.58%
Allstate Investment Management Co188,267$12.3M0.38%
Makena Capital Management LLC152,579$10.0M1.88%
Weiss Multi-Strategy Advisers LLC150,328$9.85M0.28%
Cercano Management LLC133,289$8.74M0.36%
Windle Wealth, LLC72,788$4.77M3.72%
ING Groep NV68,243$4.47M0.04%
Maryland State Retirement & Pension System37,200$2.44M0.07%
Bayesian Capital Management, LP27,200$1.78M0.26%
Avitas Wealth Management LLC22,980$1.51M0.32%
DoubleLine ETF Adviser LP20,982$1.38M0.71%
IMC-Chicago, LLC17,706$1.16M0.25%
Warwick Investment Management, Inc.17,240$1.13M0.46%
Agf Management Ltd16,616$1.09M0.01%
Dean Investment Associates, LLC15,454$1.01M0.17%
Kayne Anderson Rudnick Investment Management LLC14,771$968.2K0.00%
CI Private Wealth, LLC14,705$962.2K0.00%
Jefferies Financial Group Inc.13,100$858.7K0.01%
La Banque Postale Asset Management SA10,801$708.0K0.02%
Summit Global Investments10,754$705.0K0.06%
Gallagher Benefit Services, Inc.10,195$668.7K0.14%
Bleakley Financial Group, LLC10,081$660.8K0.02%
Quantinno Capital Management LP9,117$598.0K0.04%
Quantbot Technologies LP8,667$568.1K0.04%
Appleton Partners Inc8,193$537.0K0.05%
BBJS Financial Advisors, LLC6,681$437.9K0.20%
Panoramic Investment Advisors, LLC6,575$431.0K0.44%
Dudley Capital Management, LLC6,450$422.8K0.31%
FORA Capital, LLC5,756$377.3K0.06%
Baldwin Brothers Inc5,700$373.6K0.03%
Tilt Investment Management Holdings, PBC5,627$368.9K0.31%
Credit Capital Investments LLC5,500$360.5K0.52%
Lumbard & Kellner, LLC5,496$360.3K0.18%
Meeder Advisory Services, Inc.5,314$348.3K0.04%
Coldstream Capital Management Inc5,212$341.6K0.01%
DRW Securities, LLC5,191$340.0K0.07%
Banco Santander, S.A.5,039$330.3K0.00%
HF Advisory Group, LLC4,741$310.8K0.31%
Gyon Technologies Capital Management, LP4,549$298.2K0.11%
Ameritas Advisory Services, LLC4,266$279.6K0.01%
AlphaCore Capital LLC4,260$279.2K0.11%
FJ Capital Management LLC4,159$272.6K0.03%
EP Wealth Advisors, LLC4,131$270.8K0.00%
Nations Financial Group Inc,3,554$233.0K0.03%
Mosaic Family Wealth Partners, LLC3,500$229.4K0.06%
Cypress Capital Group3,462$226.9K0.03%
Pinnacle Wealth Planning Services, Inc.3,404$223.1K0.04%
Sound View Wealth Advisors Group, LLC2,376$214.2K0.02%
J.W. Cole Advisors, Inc.3,153$206.7K0.02%
Lombard Odier Asset Management (Switzerland) SA3,149$206.4K0.02%
Two Sigma Securities, LLC3,100$203.2K0.03%
CoreCap Advisors, LLC2,879$188.7K0.01%
Register Financial Advisors LLC2,600$170.4K0.11%
Pathway Financial Advisers, LLC2,284$149.7K0.06%
Accurate Wealth Management, LLC2,154$148.6K0.05%
Comerica Securities,inc.2,201$144.3K0.01%
Colonial Trust Advisors1,743$114.3K0.01%
Caldwell Sutter Capital, Inc.1,600$104.9K0.09%
Cary Street Partner Investment Advisory LLC1,469$96.3K0.01%
Glassy Mountain Advisors, Inc.1,416$92.8K0.05%
Riverview Trust Co1,242$81.0K0.08%
Grove Bank & Trust945$62.0K0.01%
Belpointe Asset Management LLC754$49.4K0.00%
McElhenny Sheffield Capital Management, LLC600$39.3K0.02%
Colonial Trust Co531$34.8K0.01%
Neo Ivy Capital Management468$31.0K0.02%
Farther Finance Advisors, LLC428$28.1K0.01%
Phocas Financial Corp.425$27.9K0.00%
Compass Wealth Management LLC400$26.2K0.01%
Resurgent Financial Advisors LLC335$22.0K0.01%
EWG Elevate Inc.306$20.1K0.01%
Coppell Advisory Solutions LLC300$19.7K0.01%
Coppell Advisory Solutions Corp.300$19.7K0.01%
Boyd Watterson Asset Management LLC228$14.9K0.01%
Hollencrest Capital Management215$14.1K0.00%
Armstrong Advisory Group, Inc201$13.2K0.00%
Horizon Bancorp Inc201$13.0K0.01%
Park Place Capital Corp179$12.0K0.00%
Sound Income Strategies, LLC175$11.5K0.00%
Central Bank & Trust Co144$9.44K0.00%
NewSquare Capital LLC108$7.08K0.00%
Piershale Financial Group, Inc.105$6.88K0.01%
Delta Asset Management LLC100$6.55K0.00%
WFA of San Diego, LLC100$6.55K0.01%
Red Tortoise LLC81$5.31K0.00%
Sofos Investments, Inc.66$5.22K0.05%
First Manhattan Co54$3.54K0.00%
New England Capital Financial Advisors LLC34$2.48K0.00%
Retirement Financial Solutions, LLC24$1.57K0.00%
Y.D. More Investments Ltd16$1.05K0.00%
RFP Financial Group LLC9$6190.00%
My Personal CFO, LLC9$5900.00%
Fiduciary Alliance LLC9$5900.00%
Baker Avenue Asset Management, LP5$3280.00%

Sold out (64)

Institutions that held Welltower Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WELL in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
MUFG Securities EMEA plc3,051,525$196.3M
Qube Research & Technologies Ltd464,281$29.9M
UBS Oconnor LLC238,217$15.3M
Caisse de Depot Et Placement du Quebec225,729$14.5M
Cannell Peter B & Co Inc134,505$8.65M
Worldquant Millennium Advisors LLC97,292$6.26M
PEAK6 Investments LLC75,405$4.85M
Duality Advisers, LP71,167$4.58M
Los Angeles Capital Management LLC66,623$4.29M
Highland Capital Management, LLC57,900$3.72M
Benson Investment Management Company, Inc.43,668$2.81M
AlphaCrest Capital Management LLC37,532$2.41M
Holocene Advisors, LP28,070$1.80M
OPSEU Pension Plan Trust Fund24,604$1.60M
Quadrature Capital Ltd24,911$1.60M
Wolverine Trading, LLC20,082$1.27M
Banque Pictet & Cie SA16,218$1.04M
Toews Corp15,600$1.00M
Cadent Capital Advisors, LLC10,635$684.0K
XTX Topco Ltd9,753$627.0K
Cutler Group LP6,968$448.0K
Magnetar Financial LLC6,682$430.0K
Jennison Associates LLC6,533$420.0K
Meeder Asset Management Inc6,309$406.0K
Spouting Rock Asset Management, LLC6,267$403.0K
Group One Trading, L.P.6,230$401.0K
Johnson Investment Counsel Inc5,934$382.0K
Ritholtz Wealth Management5,010$322.0K
Renasant Bank4,810$309.0K
Eudaimonia Partners, LLC4,403$283.0K
Bridgefront Capital, LLC4,384$282.0K
Koss-Olinger Consulting, LLC4,329$278.0K
AlphaMark Advisors, LLC4,230$272.0K
Alethea Capital Management, LLC4,191$270.0K
Gsa Capital Partners LLP3,748$241.0K
Gerber Kawasaki Wealth & Investment Management3,700$237.0K
Financial Advocates Investment Management3,436$221.0K
Kingsview Wealth Management, LLC3,414$220.0K
Valeo Financial Advisors, LLC3,259$210.0K
Great Valley Advisor Group, Inc.3,238$209.0K
Mutual Advisors, LLC3,139$202.0K
Shilanski & Associates, Inc.3,119$201.0K
Private Capital Management LLC3,119$201.0K
Pinebridge Investments, L.P.2,521$162.0K
Hudock, Inc.2,385$153.0K
Ellis Investment Partners, LLC1,588$102.0K
FAI Wealth Management1,500$96.0K
Evoke Wealth, LLC1,179$76.0K
Sugarloaf Wealth Management, LLC650$42.0K
Hallmark Capital Management Inc500$32.0K
Leonteq Securities AG448$28.8K
Investors Asset Management of Georgia Inc442$28.0K
Trustcore Financial Services, LLC442$28.0K
Selective Wealth Management, Inc.313$20.0K
Stonehage Fleming Financial Services Holdings Ltd325$20.0K
Crewe Advisors LLC213$14.0K
Centerpoint Advisors, LLC148$10.0K
Professional Financial Advisors, LLC112$7.00K
Institutional & Family Asset Management, LLC68$4.00K
Howe & Rusling Inc47$3.00K
Pacifica Partners Inc.39$3.00K
Atticus Wealth Management, LLC38$3.00K
GPS Wealth Strategies Group, LLC17$1.00K
Financial Synergies Wealth Advisors, Inc.5$322

Not filed for Q4 2022 yet (23)

Institutions that held Welltower Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Maryland Capital Management119,466$7.68M
Ashfield Capital Partners, LLC72,677$4.67M
Redpoint Investment Management Pty Ltd42,012$2.70M
Strategic Wealth Advisors Group, LLC25,099$1.61M
AGF Investments LLC22,075$1.42M
Sante Capital Fund, LP14,407$927.0K
Agf Investments Inc.10,823$696.0K
Corient Capital Partners, LLC6,716$553.0K
American Research & Management Co.5,700$367.0K
NuWave Investment Management, LLC5,471$352.0K
Regentatlantic Capital LLC5,352$344.0K
DRW Securities, L.L.C.5,164$332.0K
55I, LLC4,528$291.0K
Eaton Vance Management3,540$228.0K
Bluestein R H & Co3,500$225.0K
American Portfolios Advisors2,913$187.4K
Wipfli Financial Advisors LLC,2,049$132.0K
FourThought Financial, LLC1,356$87.0K
Covington Capital Management494$32.0K
Strategic Asset Management, LLC300$19.0K
Surevest, LLC208$13.0K
Monolith Advisors158$10.0K
USA Financial Portformulas Corp5$0