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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 320 | $21.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 325 | $21.3K | 0.00% | −13−3.8% | Reduced |
| Heritage Wealth Management, LLC | 326 | $21.4K | 0.00% | +195+148.9% | Added |
| Heritage Wealth Advisors | 330 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 330 | $21.6K | 0.01% | +80+32.0% | Added |
| Resurgent Financial Advisors LLC | 335 | $22.0K | 0.01% | +335 | New |
| Covestor Ltd | 330 | $22.0K | 0.02% | +68+26.0% | Added |
| Piscataqua Savings Bank | 338 | $22.2K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 340 | $22.3K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $22.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 354 | $23.2K | 0.01% | +1+0.3% | Added |
| HHM Wealth Advisors, LLC | 386 | $25.3K | 0.01% | +135+53.8% | Added |
| Disciplined Investments, LLC | 387 | $25.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 396 | $26.0K | 0.00% | +66+20.0% | Added |
| Compass Wealth Management LLC | 400 | $26.2K | 0.01% | +400 | New |
| Phocas Financial Corp. | 425 | $27.9K | 0.00% | +425 | New |
| Farther Finance Advisors, LLC | 428 | $28.1K | 0.01% | +428 | New |
| Atlas Capital Advisors LLC | 439 | $28.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $29.5K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 468 | $31.0K | 0.02% | +468 | New |
| Tilia Fiduciary Partners, Inc. | 486 | $31.9K | 0.03% | −10−2.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $32.0K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $32.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 516 | $33.8K | 0.00% | +16+3.2% | Added |
| Colonial Trust Co | 531 | $34.8K | 0.01% | +531 | New |
| Valley National Advisers Inc | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 560 | $36.7K | 0.01% | +154+37.9% | Added |
| Benjamin Edwards Inc | 582 | $38.0K | 0.01% | −1,681−74.3% | Reduced |
| Clear Street Markets LLC | 577 | $38.0K | 0.01% | +377+188.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 586 | $38.4K | 0.02% | +4+0.7% | Added |
| Focused Wealth Management, Inc | 589 | $38.6K | 0.01% | +1+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 600 | $39.3K | 0.02% | +600 | New |
| Caldwell Trust Co | 610 | $40.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 614 | $40.2K | 0.00% | +14+2.3% | Added |
| Ellevest, Inc. | 685 | $44.9K | 0.00% | −161−19.0% | Reduced |
| Antonetti Capital Management LLC | 695 | $45.6K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $45.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 723 | $47.4K | 0.01% | +623+623.0% | Added |
| Sentry Investment Management LLC | 732 | $48.0K | 0.02% | −2,143−74.5% | Reduced |
| GHP Investment Advisors, Inc. | 743 | $48.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $48.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 740 | $49.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 754 | $49.4K | 0.00% | +754 | New |
| Gradient Investments LLC | 759 | $49.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 783 | $51.3K | 0.01% | +144+22.5% | Added |
| Massmutual Trust Co FSB | 786 | $52.0K | 0.00% | +127+19.3% | Added |
| Old Second National Bank of Aurora | 808 | $53.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 827 | $54.0K | 0.01% | +82+11.0% | Added |
| Glen Eagle Advisors, LLC | 838 | $54.9K | 0.01% | +30+3.7% | Added |
| TCTC Holdings, LLC | 850 | $55.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $56.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 861 | $56.5K | 0.03% | +7+0.8% | Added |
| Deseret Mutual Benefit Administrators | 863 | $56.6K | 0.02% | −713−45.2% | Reduced |
| Private Ocean, LLC | 910 | $59.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 915 | $60.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 929 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 933 | $61.0K | 0.00% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 932 | $61.1K | 0.00% | +1+0.1% | Added |
| Grove Bank & Trust | 945 | $62.0K | 0.01% | +945 | New |
| Rosenberg Matthew Hamilton | 1,008 | $66.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,058 | $69.0K | 0.04% | +926+701.5% | Added |
| ICA Group Wealth Management, LLC | 1,084 | $71.1K | 0.02% | −2,710−71.4% | Reduced |
| Paradigm Asset Management Co LLC | 1,088 | $71.3K | 0.02% | −15,400−93.4% | Reduced |
| Washington Trust Co | 1,090 | $71.5K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,091 | $71.5K | 0.00% | +146+15.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,099 | $72.0K | 0.01% | +10+0.9% | Added |
| Sargent Bickham Lagudis LLC | 1,100 | $72.1K | 0.01% | +100+10.0% | Added |
| Arcadia Investment Management Corp | 1,101 | $72.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,143 | $74.9K | 0.03% | +278+32.1% | Added |
| Key Financial Inc | 1,167 | $75.1K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $75.4K | 0.08% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $76.9K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,178 | $77.2K | 0.01% | −347−22.8% | Reduced |
| Accel Wealth Management | 1,205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,212 | $79.4K | 0.01% | −127−9.5% | Reduced |
| Aspire Private Capital, LLC | 1,219 | $79.9K | 0.03% | +928+318.9% | Added |
| MV Capital Management, Inc. | 1,223 | $80.2K | 0.01% | −183−13.0% | Reduced |
| Creative Financial Designs Inc | 1,235 | $81.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,242 | $81.0K | 0.08% | +1,242 | New |
| Alta Advisers Ltd | 1,300 | $85.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,301 | $85.0K | 0.00% | +693+114.0% | Added |
| Capital Analysts, LLC | 1,315 | $86.0K | 0.01% | −114−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,320 | $86.5K | 0.01% | +1,004+317.7% | Added |
| Harbour Investments, Inc. | 1,372 | $89.9K | 0.01% | +5+0.4% | Added |
| Optimum Investment Advisors | 1,403 | $92.0K | 0.05% | +1+0.1% | Added |
| Glassy Mountain Advisors, Inc. | 1,416 | $92.8K | 0.05% | +1,416 | New |
| Cary Street Partner Investment Advisory LLC | 1,469 | $96.3K | 0.01% | +1,469 | New |
| Allworth Financial LP | 1,470 | $96.4K | 0.00% | −19−1.3% | Reduced |
| Hanson & Doremus Investment Management | 1,500 | $98.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,568 | $102.8K | 0.02% | +567+56.6% | Added |
| Parkside Financial Bank & Trust | 1,569 | $102.8K | 0.03% | +769+96.1% | Added |
| Parallel Advisors, LLC | 1,572 | $103.1K | 0.00% | −360−18.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,576 | $103.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,600 | $104.9K | 0.09% | +1,600 | New |
| First Horizon Advisors, Inc. | 1,673 | $109.7K | 0.00% | −66−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,673 | $109.7K | 0.00% | −1,148−40.7% | Reduced |
| Colonial Trust Advisors | 1,743 | $114.3K | 0.01% | +1,743 | New |