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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 5,199 | $340.8K | 0.08% | +745+16.7% | Added |
| Coldstream Capital Management Inc | 5,212 | $341.6K | 0.01% | +5,212 | New |
| Global Retirement Partners, LLC | 5,259 | $344.8K | 0.02% | +134+2.6% | Added |
| Strategy Asset Managers LLC | 5,267 | $345.0K | 0.09% | −260−4.7% | Reduced |
| Alpha Paradigm Partners, LLC | 5,296 | $347.0K | 0.14% | −1,599−23.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,314 | $348.3K | 0.04% | +5,314 | New |
| First International Bank & Trust | 5,359 | $351.0K | 0.12% | −420−7.3% | Reduced |
| IFP Advisors, Inc | 5,709 | $355.0K | 0.01% | −875−13.3% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $360.3K | 0.18% | +5,496 | New |
| Credit Capital Investments LLC | 5,500 | $360.5K | 0.52% | +5,500 | New |
| Exos TFP Holdings LLC | 5,607 | $367.5K | 0.10% | +1,044+22.9% | Added |
| Tilt Investment Management Holdings, PBC | 5,627 | $368.9K | 0.31% | +5,627 | New |
| Glenview Trust Co | 5,662 | $371.1K | 0.01% | +528+10.3% | Added |
| Baldwin Brothers Inc | 5,700 | $373.6K | 0.03% | +5,700 | New |
| Bailard, Inc. | 5,753 | $377.1K | 0.01% | −16−0.3% | Reduced |
| FORA Capital, LLC | 5,756 | $377.3K | 0.06% | +5,756 | New |
| Cigna Investments Inc | 5,789 | $379.0K | 0.08% | +119+2.1% | Added |
| Jones Financial Companies LLLP | 5,778 | $379.0K | 0.00% | +209+3.8% | Added |
| Signaturefd, LLC | 5,801 | $380.3K | 0.01% | +1,738+42.8% | Added |
| HighTower Trust Services, LTA | 5,925 | $384.2K | 0.04% | +39+0.7% | Added |
| Brinker Capital Investments, LLC | 5,934 | $389.0K | 0.01% | +830+16.3% | Added |
| Boston Private Wealth LLC | 5,959 | $390.6K | 0.01% | +1,116+23.0% | Added |
| Level Four Advisory Services, LLC | 5,984 | $392.3K | 0.03% | +583+10.8% | Added |
| Exchange Traded Concepts, LLC | 6,050 | $396.6K | 0.01% | +1,036+20.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $403.7K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6,189 | $405.7K | 0.02% | −65−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,208 | $407.0K | 0.01% | +1,299+26.5% | Added |
| Greenleaf Trust | 6,275 | $411.0K | 0.01% | +1,083+20.9% | Added |
| Aviance Capital Partners, LLC | 6,270 | $411.0K | 0.10% | +2,500+66.3% | Added |
| Umb Bank N A | 6,395 | $419.0K | 0.01% | −2,692−29.6% | Reduced |
| Dudley Capital Management, LLC | 6,450 | $422.8K | 0.31% | +6,450 | New |
| Greenup Street Wealth Management LLC | 6,570 | $430.7K | 0.18% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 6,575 | $431.0K | 0.44% | +6,575 | New |
| Ameritas Investment Partners, Inc. | 5,808 | $431.1K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,578 | $431.2K | 0.02% | −14−0.2% | Reduced |
| Credit Agricole S A | 6,589 | $431.9K | 0.02% | −35,366−84.3% | Reduced |
| BBJS Financial Advisors, LLC | 6,681 | $437.9K | 0.20% | +6,681 | New |
| Retirement Planning Co of New England, Inc. | 6,822 | $447.2K | 0.29% | +115+1.7% | Added |
| Mirabella Financial Services LLP | 6,895 | $452.0K | 0.04% | −31,942−82.2% | Reduced |
| Quadrant Capital Group LLC | 6,898 | $452.2K | 0.05% | +3,175+85.3% | Added |
| Sawtooth Solutions, LLC | 6,906 | $452.7K | 0.06% | +1,490+27.5% | Added |
| Associated Banc-Corp | 6,931 | $454.3K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 6,937 | $454.7K | 0.01% | −455−6.2% | Reduced |
| Sara-Bay Financial | 6,974 | $457.0K | 0.26% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,004 | $459.1K | 0.03% | +1,315+23.1% | Added |
| Wetherby Asset Management Inc | 7,085 | $464.4K | 0.03% | +1,484+26.5% | Added |
| Hendershot Investments Inc. | 7,230 | $473.9K | 0.08% | +28+0.4% | Added |
| Stephens Inc | 7,249 | $475.2K | 0.01% | −1,560−17.7% | Reduced |
| Pacific Sun Financial Corp | 7,258 | $475.8K | 0.34% | −1,880−20.6% | Reduced |
| Summit Financial Group Inc | 7,353 | $482.0K | 0.19% | −88−1.2% | Reduced |
| Quantitative Investment Management, LLC | 7,436 | $487.0K | 0.09% | −11,256−60.2% | Reduced |
| LGT Group Foundation | 7,469 | $489.6K | 0.02% | +2,220+42.3% | Added |
| Laurel Wealth Advisors, Inc. | 7,601 | $498.0K | 0.05% | −1,485−16.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,623 | $499.7K | 0.04% | +644+9.2% | Added |
| Horizon Investments, LLC | 7,695 | $504.0K | 0.01% | +3,183+70.5% | Added |
| Lido Advisors, LLC | 7,721 | $506.1K | 0.01% | +618+8.7% | Added |
| Values First Advisors, Inc. | 7,739 | $507.3K | 0.35% | +1,664+27.4% | Added |
| Stiles Financial Services Inc | 7,763 | $508.9K | 0.29% | −39−0.5% | Reduced |
| Madden Advisory Services, Inc. | 7,763 | $508.9K | 0.38% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,898 | $518.0K | 0.01% | −7,722−49.4% | Reduced |
| Prospera Financial Services Inc | 7,957 | $521.6K | 0.03% | +609+8.3% | Added |
| Monetary Management Group Inc | 8,075 | $529.3K | 0.17% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,160 | $534.9K | 0.03% | +732+9.9% | Added |
| Appleton Partners Inc | 8,193 | $537.0K | 0.05% | +8,193 | New |
| Huntington National Bank | 8,218 | $538.7K | 0.01% | −22−0.3% | Reduced |
| Money Concepts Capital Corp | 8,306 | $544.5K | 0.02% | +7,258+692.6% | Added |
| Ingalls & Snyder LLC | 8,351 | $547.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 8,526 | $558.8K | 0.01% | −61−0.7% | Reduced |
| Veritable, L.P. | 8,533 | $559.3K | 0.01% | +2,150+33.7% | Added |
| Jane Street Group, LLC | 8,549 | $560.4K | 0.00% | −9,975−53.8% | Reduced |
| Veriti Management LLC | 8,579 | $562.3K | 0.07% | +1,843+27.4% | Added |
| Moody National Bank Trust Division | 8,585 | $563.0K | 0.05% | +119+1.4% | Added |
| Checchi Capital Advisers, LLC | 8,609 | $564.3K | 0.06% | +31+0.4% | Added |
| Quantbot Technologies LP | 8,667 | $568.1K | 0.04% | +8,667 | New |
| Richwood Investment Advisors, LLC | 8,722 | $571.7K | 0.57% | −216−2.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,854 | $580.4K | 0.03% | −109−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,883 | $582.0K | 0.19% | −760−7.9% | Reduced |
| Schnieders Capital Management LLC | 8,971 | $588.0K | 0.13% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,117 | $598.0K | 0.04% | +9,117 | New |
| Atlantic Union Bankshares Corp | 9,125 | $598.1K | 0.06% | −1,000−9.9% | Reduced |
| CWM, LLC | 9,322 | $611.0K | 0.00% | +2,945+46.2% | Added |
| Carnegie Capital Asset Management, LLC | 9,337 | $612.0K | 0.03% | +1,943+26.3% | Added |
| Penserra Capital Management LLC | 9,498 | $621.0K | 0.01% | +941+11.0% | Added |
| Profund Advisors LLC | 9,523 | $624.2K | 0.04% | +565+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 9,640 | $631.9K | 0.03% | +369+4.0% | Added |
| Jeppson Wealth Management, LLC | 9,809 | $643.0K | 0.27% | −330−3.3% | Reduced |
| Ethic Inc. | 9,841 | $645.1K | 0.03% | −2,225−18.4% | Reduced |
| Snowden Capital Advisors LLC | 9,936 | $651.3K | 0.03% | +965+10.8% | Added |
| American Assets Investment Management, LLC | 10,000 | $655.5K | 0.08% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 10,698 | $657.0K | 0.02% | −21,496−66.8% | Reduced |
| Bleakley Financial Group, LLC | 10,081 | $660.8K | 0.02% | +10,081 | New |
| Independent Advisor Alliance | 10,091 | $661.0K | 0.08% | −2,000−16.5% | Reduced |
| Park Avenue Securities LLC | 10,086 | $661.0K | 0.01% | +739+7.9% | Added |
| F3Logic, LLC | 10,195 | $668.7K | 0.14% | +446+4.6% | Added |
| Gallagher Benefit Services, Inc. | 10,195 | $668.7K | 0.14% | +10,195 | New |
| AE Wealth Management LLC | 10,269 | $673.1K | 0.00% | −3,298−24.3% | Reduced |
| Oxford Financial Group Ltd | 10,313 | $676.0K | 0.08% | +1,079+11.7% | Added |
| Gamco Investors, Inc. Et Al | 10,500 | $688.3K | 0.01% | −5,090−32.6% | Reduced |
| Resources Investment Advisors, LLC. | 10,706 | $701.7K | 0.02% | +1,462+15.8% | Added |
| NFP Retirement, Inc. | 10,749 | $704.5K | 0.15% | +952+9.7% | Added |