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 |
|---|---|---|---|---|---|
| Summit Global Investments | 10,754 | $705.0K | 0.06% | +10,754 | New |
| Avantax Advisory Services, Inc. | 10,756 | $705.1K | 0.01% | −11,862−52.4% | Reduced |
| Wambolt & Associates, LLC | 10,765 | $705.7K | 0.27% | +149+1.4% | Added |
| La Banque Postale Asset Management SA | 10,801 | $708.0K | 0.02% | +10,801 | New |
| Gray Wealth Management Inc. | 10,853 | $711.4K | 0.41% | −414−3.7% | Reduced |
| Fulcrum Capital LLC | 10,967 | $718.9K | 0.21% | +1,030+10.4% | Added |
| AlphaCentric Advisors LLC | 11,059 | $724.9K | 0.72% | 00.0% | Unchanged |
| Vanderbilt University | 11,252 | $737.6K | 0.19% | −129−1.1% | Reduced |
| Tobam | 11,562 | $758.0K | 0.05% | −25,076−68.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,584 | $759.4K | 0.34% | +416+3.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,792 | $773.0K | 0.01% | +747+6.8% | Added |
| Ensign Peak Advisors, Inc | 11,800 | $773.5K | 0.00% | 00.0% | Unchanged |
| Mirova | 12,263 | $803.8K | 0.13% | −14,784−54.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,350 | $809.6K | 0.04% | −5,697−31.6% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $812.0K | 0.99% | +700+6.0% | Added |
| Brown Advisory Inc | 12,540 | $822.0K | 0.00% | −54−0.4% | Reduced |
| Arkadios Wealth Advisors | 12,680 | $831.2K | 0.11% | −654−4.9% | Reduced |
| Jefferies Financial Group Inc. | 13,100 | $858.7K | 0.01% | +13,100 | New |
| Ieq Capital, LLC | 13,266 | $869.6K | 0.02% | +8,190+161.3% | Added |
| Welch Group, LLC | 13,400 | $878.4K | 0.05% | −558−4.0% | Reduced |
| RDA Financial Network | 13,515 | $885.9K | 0.45% | −2,306−14.6% | Reduced |
| Everence Capital Management Inc | 13,540 | $888.0K | 0.08% | +4,440+48.8% | Added |
| Advance Capital Management, Inc. | 13,588 | $890.7K | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,676 | $896.0K | 0.05% | −2,152−13.6% | Reduced |
| National Bank of Canada | 13,890 | $910.5K | 0.00% | +12,192+718.0% | Added |
| Brookstone Capital Management | 13,347 | $931.3K | 0.02% | +1,091+8.9% | Added |
| Landscape Capital Management, L.L.C. | 14,222 | $932.3K | 0.14% | +1,548+12.2% | Added |
| Capstone Investment Advisors, LLC | 14,294 | $937.0K | 0.02% | +5,614+64.7% | Added |
| Cetera Investment Advisers | 14,353 | $940.9K | 0.01% | +5,448+61.2% | Added |
| Advisor Partners II, LLC | 14,420 | $945.3K | 0.06% | +1,930+15.5% | Added |
| Cetera Advisors LLC | 14,654 | $960.6K | 0.02% | −884−5.7% | Reduced |
| CI Private Wealth, LLC | 14,705 | $962.2K | 0.00% | +14,705 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14,771 | $968.2K | 0.00% | +14,771 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,810 | $970.8K | 0.03% | −2,401−14.0% | Reduced |
| O'Rourke & Company, Inc | 15,110 | $990.0K | 0.79% | −123−0.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $990.9K | 0.77% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,246 | $999.4K | 0.20% | −565−3.6% | Reduced |
| Private Advisor Group, LLC | 27,174 | $1.01M | 0.05% | −693−2.5% | Reduced |
| Dean Investment Associates, LLC | 15,454 | $1.01M | 0.17% | +15,454 | New |
| Atria Wealth Solutions, Inc. | 15,506 | $1.02M | 0.02% | +117+0.8% | Added |
| Tower Research Capital LLC (TRC) | 15,526 | $1.02M | 0.04% | −2,817−15.4% | Reduced |
| Panagora Asset Management Inc | 15,654 | $1.03M | 0.01% | −1,766−10.1% | Reduced |
| Ossiam | 15,769 | $1.03M | 0.03% | −53,710−77.3% | Reduced |
| Bard Associates Inc | 15,937 | $1.04M | 0.45% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,940 | $1.04M | 0.02% | +205+1.3% | Added |
| Toroso Investments, LLC | 16,110 | $1.06M | 0.04% | +9,298+136.5% | Added |
| Cascade Investment Advisors, Inc. | 16,127 | $1.06M | 0.88% | +17+0.1% | Added |
| Wesbanco Bank Inc | 16,152 | $1.06M | 0.05% | −160−1.0% | Reduced |
| Ancora Advisors, LLC | 16,197 | $1.06M | 0.03% | −468−2.8% | Reduced |
| American Financial Advisors, LLC | 16,592 | $1.09M | 0.18% | −59−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $1.09M | 0.09% | 00.0% | Unchanged |
| Agf Management Ltd | 16,616 | $1.09M | 0.01% | +16,616 | New |
| Wealthfront Advisers LLC | 16,726 | $1.10M | 0.01% | −767−4.4% | Reduced |
| M Holdings Securities, Inc. | 16,974 | $1.11M | 0.12% | −1,425−7.7% | Reduced |
| Wexford Capital LP | 17,240 | $1.13M | 0.23% | +4,965+40.4% | Added |
| Warwick Investment Management, Inc. | 17,240 | $1.13M | 0.46% | +17,240 | New |
| Illinois Municipal Retirement Fund | 17,302 | $1.13M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 17,377 | $1.14M | 0.00% | −319−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,390 | $1.14M | 0.26% | +670+4.0% | Added |
| IMC-Chicago, LLC | 17,706 | $1.16M | 0.25% | +17,706 | New |
| Aevitas Wealth Management, Inc. | 18,108 | $1.19M | 0.70% | −1,236−6.4% | Reduced |
| Colony Group LLC | 18,276 | $1.20M | 0.02% | +2,420+15.3% | Added |
| PFG Advisors | 18,339 | $1.20M | 0.12% | −2,194−10.7% | Reduced |
| Broderick Brian C | 18,500 | $1.21M | 0.36% | 00.0% | Unchanged |
| United Services Automobile Association | 18,511 | $1.21M | 0.03% | +551+3.1% | Added |
| Busey Wealth Management | 18,615 | $1.22M | 0.05% | −1,265−6.4% | Reduced |
| Raymond James Trust N.A. | 18,909 | $1.24M | 0.04% | −148−0.8% | Reduced |
| Engineers Gate Manager LP | 18,941 | $1.24M | 0.07% | −4,205−18.2% | Reduced |
| ProVise Management Group, LLC | 19,079 | $1.25M | 0.13% | −3,324−14.8% | Reduced |
| Old North State Wealth Management, LLC | 19,066 | $1.25M | 1.26% | +6,556+52.4% | Added |
| Liberty Mutual Group Asset Management Inc. | 19,223 | $1.26M | 0.34% | −23,810−55.3% | Reduced |
| D.A. Davidson & Co. | 19,300 | $1.27M | 0.01% | −566−2.8% | Reduced |
| Oppenheimer & Co Inc | 19,352 | $1.27M | 0.03% | −7,094−26.8% | Reduced |
| Metis Global Partners, LLC | 19,526 | $1.28M | 0.11% | +10,443+115.0% | Added |
| E. Ohman J:or Asset Management AB | 19,904 | $1.30M | 0.06% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 19,914 | $1.30M | 0.59% | −38−0.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 20,113 | $1.32M | 0.17% | −368−1.8% | Reduced |
| Liberty Capital Management, Inc. | 20,701 | $1.36M | 0.47% | +250+1.2% | Added |
| Pendal Group Limited | 20,814 | $1.36M | 0.01% | −5,446−20.7% | Reduced |
| Naviter Wealth, LLC | 18,238 | $1.37M | 0.37% | +2,980+19.5% | Added |
| SG Americas Securities, LLC | 20,912 | $1.37M | 0.02% | +11,602+124.6% | Added |
| DoubleLine ETF Adviser LP | 20,982 | $1.38M | 0.71% | +20,982 | New |
| Bridgewater Associates, LP | 21,407 | $1.40M | 0.01% | +4,021+23.1% | Added |
| Parallax Volatility Advisers, L.P. | 21,639 | $1.42M | 0.04% | −16,815−43.7% | Reduced |
| Beacon Pointe Advisors, LLC | 22,000 | $1.44M | 0.03% | +6,259+39.8% | Added |
| Seeyond | 22,357 | $1.47M | 0.14% | +2,333+11.7% | Added |
| MAI Capital Management | 22,479 | $1.47M | 0.02% | +7,968+54.9% | Added |
| Sumitomo Life Insurance Co | 22,508 | $1.48M | 0.11% | −472−2.1% | Reduced |
| New Mexico Educational Retirement Board | 22,548 | $1.48M | 0.08% | −700−3.0% | Reduced |
| Spirit of America Management Corp | 22,635 | $1.48M | 0.33% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,906 | $1.50M | 0.07% | −4,610−16.8% | Reduced |
| Avitas Wealth Management LLC | 22,980 | $1.51M | 0.32% | +22,980 | New |
| Bokf, NA | 23,005 | $1.51M | 0.03% | +1,015+4.6% | Added |
| Cubist Systematic Strategies, LLC | 23,099 | $1.51M | 0.01% | +12,378+115.5% | Added |
| Capital Investment Advisors, LLC | 23,153 | $1.52M | 0.05% | +125+0.5% | Added |
| Baird Financial Group, Inc. | 23,370 | $1.53M | 0.00% | +466+2.0% | Added |
| Forte Capital LLC | 23,462 | $1.54M | 0.26% | −495−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 24,528 | $1.61M | 0.10% | +9,996+68.8% | Added |
| D. E. Shaw & Co., Inc. | 25,174 | $1.65M | 0.00% | −9,247−26.9% | Reduced |
| Pensionfund Sabic | 25,259 | $1.66M | 0.54% | 00.0% | Unchanged |