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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, Q4 2022

Institutional positions in Welltower Inc. as of Dec 31, 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
799
+36 vs. Q3 2022
Shares held
471.1M
+7.61M (+1.6%) vs. Q3 2022
Total value
$30.9B
+$1.08B (+3.6%) vs. Q3 2022
New holders
100
297 more added
Sold out
64
269 more reduced

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 799 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 heldQ4 2022: $30.9B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2022.

Institutions holding WELL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%00.0%Unchanged
Lee Financial Co4$2620.00%−43−91.5%Reduced
Baker Avenue Asset Management, LP5$3280.00%+5New
Global Financial Private Client, LLC6$3930.00%00.0%Unchanged
Addison Advisors LLC6$3930.00%00.0%Unchanged
My Personal CFO, LLC9$5900.00%+9New
Fiduciary Alliance LLC9$5900.00%+9New
TFC Financial Management9$5950.00%−9−50.0%Reduced
RFP Financial Group LLC9$6190.00%+9New
Highline Wealth Partners LLC10$6560.00%+6+150.0%Added
Eagle Bay Advisors LLC15$9830.00%00.0%Unchanged
American National Bank15$1.00K0.00%−28−65.1%Reduced
Y.D. More Investments Ltd16$1.05K0.00%+16New
Carolinas Wealth Consulting LLC22$1.44K0.00%+12+120.0%Added
MCF Advisors LLC24$1.57K0.00%+10+71.4%Added
Retirement Financial Solutions, LLC24$1.57K0.00%+24New
Johnson Financial Group, Inc.27$1.77K0.00%00.0%Unchanged
Lazard Asset Management LLC45$2.00K0.00%−246−84.5%Reduced
TD Ameritrade Investment Management, LLC29$2.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC37$2.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.19$2.00K0.00%+18+1,800.0%Added
Moisand Fitzgerald Tamayo, LLC37$2.42K0.00%+15+68.2%Added
New England Capital Financial Advisors LLC34$2.48K0.00%+34New
BerganKDV Wealth Management, LLC38$2.50K0.00%−13−25.5%Reduced
Abound Wealth Management41$2.69K0.00%+8+24.2%Added
Clearview Wealth Advisors LLC42$2.75K0.00%00.0%Unchanged
KB Financial Partners, LLC40$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.46$3.02K0.00%−50−52.1%Reduced
First Manhattan Co54$3.54K0.00%+54New
Country Trust Bank55$3.60K0.00%00.0%Unchanged
Estabrook Capital Management60$3.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.59$4.00K0.00%−98−62.4%Reduced
Front Row Advisors LLC58$4.00K0.00%00.0%Unchanged
Sierra Capital LLC55$4.00K0.00%00.0%Unchanged
Clean Yield Group63$4.13K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$4.79K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$5.00K0.00%−79−48.8%Reduced
Prestige Wealth Management Group LLC78$5.11K0.00%00.0%Unchanged
Sofos Investments, Inc.66$5.22K0.05%+66New
Red Tortoise LLC81$5.31K0.00%+81New
Montag A & Associates Inc92$6.03K0.00%00.0%Unchanged
Kenfarb & Co.100$6.55K0.01%00.0%Unchanged
Barrett & Company, Inc.100$6.55K0.00%00.0%Unchanged
West Paces Advisors Inc.100$6.55K0.00%00.0%Unchanged
Logan Capital Management Inc100$6.55K0.00%00.0%Unchanged
Trust Co of Vermont100$6.55K0.00%00.0%Unchanged
Delta Asset Management LLC100$6.55K0.00%+100New
WFA of San Diego, LLC100$6.55K0.01%+100New
Piershale Financial Group, Inc.105$6.88K0.01%+105New
Tucker Asset Management LLC106$6.98K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$7.00K0.00%+1+0.9%Added
RE Dickinson Investment Advisors, LLC100$7.00K0.00%00.0%Unchanged
NewSquare Capital LLC108$7.08K0.00%+108New
Investors Research Corp116$7.60K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC121$7.95K0.00%−28−18.8%Reduced
Wolff Wiese Magana LLC128$8.39K0.01%00.0%Unchanged
Center for Financial Planning, Inc.133$8.72K0.00%00.0%Unchanged
Albion Financial Group135$8.85K0.00%00.0%Unchanged
M&R Capital Management Inc135$8.85K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$8.98K0.00%−12−8.1%Reduced
Hazlett, Burt & Watson, Inc.142$9.00K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.124$9.00K0.00%00.0%Unchanged
Central Bank & Trust Co144$9.44K0.00%+144New
Cambridge Trust Co150$10.0K0.00%00.0%Unchanged
IMA Wealth, Inc.155$10.2K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC157$10.3K0.00%00.0%Unchanged
Bellevue Asset Management, LLC161$10.5K0.01%+1+0.6%Added
CVA Family Office, LLC165$10.8K0.00%−370−69.2%Reduced
BDO Wealth Advisors, LLC166$10.9K0.00%00.0%Unchanged
Core Alternative Capital169$11.1K0.00%+1+0.6%Added
Sittner & Nelson, LLC171$11.2K0.01%−25−12.8%Reduced
Sound Income Strategies, LLC175$11.5K0.00%+175New
Maryland Capital Advisors Inc.177$11.6K0.01%00.0%Unchanged
Bank of New Hampshire182$12.0K0.00%00.0%Unchanged
Park Place Capital Corp179$12.0K0.00%+179New
McIlrath & Eck, LLC184$12.1K0.00%00.0%Unchanged
JJJ Advisors Inc.170$12.3K0.00%+166+4,150.0%Added
Asset Dedication, LLC201$13.0K0.00%+3+1.5%Added
Horizon Bancorp Inc201$13.0K0.01%+201New
Community Bank, N.A.200$13.1K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$13.1K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc201$13.2K0.00%+201New
Hollencrest Capital Management215$14.1K0.00%+215New
Financial Perspectives, Inc216$14.2K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC228$14.9K0.01%+228New
Mark Sheptoff Financial Planning, LLC230$15.1K0.01%00.0%Unchanged
Salem Investment Counselors Inc231$15.1K0.00%00.0%Unchanged
Winch Advisory Services, LLC244$16.0K0.01%+2+0.8%Added
NVWM, LLC245$16.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC250$16.4K0.00%00.0%Unchanged
Earnest Partners LLC250$16.4K0.00%00.0%Unchanged
PSI Advisors, LLC263$17.2K0.01%−413−61.1%Reduced
Zullo Investment Group, Inc.290$19.0K0.01%+10+3.6%Added
Brown Brothers Harriman & Co298$19.5K0.00%−30−9.1%Reduced
Larson Financial Group LLC300$19.7K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC300$19.7K0.01%+300New
Coppell Advisory Solutions Corp.300$19.7K0.01%+300New
JNBA Financial Advisors300$19.7K0.00%−37−11.0%Reduced
EWG Elevate Inc.306$20.1K0.01%+306New
Newbridge Financial Services Group, Inc.309$20.3K0.01%−1,360−81.5%Reduced