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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1,768 | $118.3K | 0.00% | +165+10.3% | Added |
| Motco | 1,869 | $122.5K | 0.01% | +296+18.8% | Added |
| Lindbrook Capital, LLC | 1,996 | $130.8K | 0.02% | +46+2.4% | Added |
| Glassman Wealth Services | 2,191 | $143.6K | 0.03% | +392+21.8% | Added |
| Comerica Securities,inc. | 2,201 | $144.3K | 0.01% | +2,201 | New |
| Pflug Koory, LLC | 2,215 | $145.0K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,233 | $146.0K | 0.00% | −1,541−40.8% | Reduced |
| Accurate Wealth Management, LLC | 2,154 | $148.6K | 0.05% | +2,154 | New |
| Pathway Financial Advisers, LLC | 2,284 | $149.7K | 0.06% | +2,284 | New |
| Edmond de Rothschild Holding S.A. | 2,297 | $150.6K | 0.00% | −28,885−92.6% | Reduced |
| Bessemer Group Inc | 2,332 | $152.0K | 0.00% | −422−15.3% | Reduced |
| Register Financial Advisors LLC | 2,600 | $170.4K | 0.11% | +2,600 | New |
| Cullen/Frost Bankers, Inc. | 2,670 | $175.0K | 0.00% | −12−0.4% | Reduced |
| CoreCap Advisors, LLC | 2,879 | $188.7K | 0.01% | +2,879 | New |
| Dividend Assets Capital, LLC | 3,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,041 | $199.3K | 0.01% | −12−0.4% | Reduced |
| Atlantic Trust, LLC | 3,040 | $200.0K | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 3,061 | $200.7K | 0.05% | −510−14.3% | Reduced |
| Rehmann Capital Advisory Group | 3,085 | $202.2K | 0.02% | −3,810−55.3% | Reduced |
| Two Sigma Securities, LLC | 3,100 | $203.2K | 0.03% | +3,100 | New |
| Atom Investors LP | 3,108 | $203.7K | 0.10% | −3,991−56.2% | Reduced |
| Armor Investment Advisors, LLC | 3,145 | $206.2K | 0.13% | −400−11.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,149 | $206.4K | 0.02% | +3,149 | New |
| J.W. Cole Advisors, Inc. | 3,153 | $206.7K | 0.02% | +3,153 | New |
| Beech Hill Advisors, Inc. | 3,250 | $213.0K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,376 | $214.2K | 0.02% | +2,376 | New |
| Bogart Wealth, LLC | 3,384 | $221.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $223.1K | 0.04% | +3,404 | New |
| Eudaimonia Advisors LLC | 3,406 | $223.3K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Group | 3,462 | $226.9K | 0.03% | +3,462 | New |
| Legacy Wealth Asset Management, LLC | 3,495 | $229.1K | 0.09% | +57+1.7% | Added |
| Mosaic Family Wealth Partners, LLC | 3,500 | $229.4K | 0.06% | +3,500 | New |
| Proequities, Inc. | 3,537 | $231.8K | 0.02% | −332−8.6% | Reduced |
| Nations Financial Group Inc, | 3,554 | $233.0K | 0.03% | +3,554 | New |
| TrinityPoint Wealth, LLC | 3,593 | $235.5K | 0.05% | −724−16.8% | Reduced |
| Whalerock Point Partners, LLC | 3,680 | $241.2K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,783 | $248.0K | 0.22% | −640−14.5% | Reduced |
| SFMG, LLC | 3,794 | $248.7K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,816 | $250.2K | 0.10% | +59+1.6% | Added |
| Bowman & Co S.C. | 3,834 | $251.3K | 0.19% | +219+6.1% | Added |
| Wendell David Associates Inc | 3,850 | $252.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,851 | $252.5K | 0.01% | −3,174−45.2% | Reduced |
| Dearborn Partners LLC | 3,864 | $253.3K | 0.01% | −18−0.5% | Reduced |
| Glenmede Trust Co NA | 3,870 | $253.7K | 0.00% | −672−14.8% | Reduced |
| Moors & Cabot, Inc. | 3,977 | $260.7K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,982 | $261.1K | 0.01% | +155+4.1% | Added |
| Edgestream Partners, L.P. | 4,034 | $264.4K | 0.03% | −7,964−66.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,082 | $267.6K | 0.03% | −486−10.6% | Reduced |
| Pathstone Family Office, LLC | 10,313 | $269.0K | 0.01% | +5,655+121.4% | Added |
| Flputnam Investment Management Co | 4,114 | $269.6K | 0.01% | −189−4.4% | Reduced |
| First American Trust, FSB | 4,124 | $270.0K | 0.04% | −427−9.4% | Reduced |
| EP Wealth Advisors, LLC | 4,131 | $270.8K | 0.00% | +4,131 | New |
| Carmichael Hill & Associates, Inc. | 4,138 | $271.2K | 0.15% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 4,150 | $272.0K | 0.11% | 00.0% | Unchanged |
| FJ Capital Management LLC | 4,159 | $272.6K | 0.03% | +4,159 | New |
| Stratos Wealth Partners, LTD. | 4,165 | $273.1K | 0.01% | −62−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,208 | $275.8K | 0.06% | +385+10.1% | Added |
| Visionary Wealth Advisors | 4,244 | $278.0K | 0.03% | −60−1.4% | Reduced |
| AlphaCore Capital LLC | 4,260 | $279.2K | 0.11% | +4,260 | New |
| M&G Investment Management Ltd | 4,231 | $279.2K | 0.00% | −305−6.7% | Reduced |
| Ameritas Advisory Services, LLC | 4,266 | $279.6K | 0.01% | +4,266 | New |
| Orion Portfolio Solutions, LLC | 4,279 | $280.5K | 0.01% | +218+5.4% | Added |
| Good Life Advisors, LLC | 4,288 | $281.1K | 0.04% | +52+1.2% | Added |
| Investment Advisory Services Inc | 4,361 | $282.2K | 0.15% | −848−16.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,362 | $286.0K | 0.01% | +762+21.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $286.2K | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,382 | $287.2K | 0.03% | +443+11.2% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $288.2K | 0.02% | −50−1.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $294.1K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 4,549 | $298.2K | 0.11% | +4,549 | New |
| Orion Capital Management LLC | 4,590 | $300.9K | 0.22% | −700−13.2% | Reduced |
| Prudent Man Advisors, LLC | 4,617 | $303.0K | 0.12% | +546+13.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,646 | $304.5K | 0.22% | +1,415+43.8% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $305.3K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,685 | $307.0K | 0.05% | −1,264−21.2% | Reduced |
| Abbrea Capital, LLC | 4,703 | $308.3K | 0.06% | −1,680−26.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,719 | $309.0K | 0.08% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,741 | $310.8K | 0.31% | +4,741 | New |
| Texas Yale Capital Corp. | 4,750 | $311.4K | 0.02% | +5+0.1% | Added |
| Davenport & Co LLC | 4,772 | $313.0K | 0.00% | +885+22.8% | Added |
| MQS Management LLC | 4,799 | $314.6K | 0.21% | −3,705−43.6% | Reduced |
| Balentine LLC | 4,807 | $315.1K | 0.01% | +958+24.9% | Added |
| LCNB Corp | 4,820 | $316.0K | 0.15% | −40−0.8% | Reduced |
| Federated Hermes, Inc. | 4,826 | $316.3K | 0.00% | −2,526−34.4% | Reduced |
| Tower Bridge Advisors | 4,850 | $317.9K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,870 | $319.0K | 0.01% | −80−1.6% | Reduced |
| Proficio Capital Partners LLC | 4,872 | $319.4K | 0.06% | +1,563+47.2% | Added |
| Wolverine Asset Management LLC | 4,925 | $322.8K | 0.00% | −29,592−85.7% | Reduced |
| Investment Advisory Group, LLC | 4,927 | $323.0K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 4,975 | $326.1K | 0.03% | −32,884−86.9% | Reduced |
| Integrated Advisors Network LLC | 5,013 | $328.6K | 0.02% | +392+8.5% | Added |
| Banco Santander, S.A. | 5,039 | $330.3K | 0.00% | +5,039 | New |
| Clarius Group, LLC | 5,044 | $331.0K | 0.03% | −65−1.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,054 | $331.3K | 0.29% | +1,326+35.6% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $331.7K | 0.35% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,104 | $335.0K | 0.01% | +243+5.0% | Added |
| First Hawaiian Bank | 5,131 | $336.0K | 0.01% | −304−5.6% | Reduced |
| GWM Advisors LLC | 7,524 | $336.7K | 0.01% | −262−3.4% | Reduced |
| Eqis Capital Management, Inc. | 5,144 | $337.2K | 0.04% | −155−2.9% | Reduced |
| DRW Securities, LLC | 5,191 | $340.0K | 0.07% | +5,191 | New |