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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
Qube Research & Technologies Ltd0$00.00%−464,281−100.0%Sold out
UBS Oconnor LLC0$00.00%−238,217−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−225,729−100.0%Sold out
Cannell Peter B & Co Inc0$00.00%−134,505−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−97,292−100.0%Sold out
PEAK6 Investments LLC0$00.00%−75,405−100.0%Sold out
Duality Advisers, LP0$00.00%−71,167−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−66,623−100.0%Sold out
Highland Capital Management, LLC0$00.00%−57,900−100.0%Sold out
Benson Investment Management Company, Inc.0$00.00%−43,668−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−37,532−100.0%Sold out
Holocene Advisors, LP0$00.00%−28,070−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−24,604−100.0%Sold out
Quadrature Capital Ltd0$00.00%−24,911−100.0%Sold out
Wolverine Trading, LLC0$00.00%−20,082−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−16,218−100.0%Sold out
Toews Corp0$00.00%−15,600−100.0%Sold out
Cadent Capital Advisors, LLC0$00.00%−10,635−100.0%Sold out
XTX Topco Ltd0$00.00%−9,753−100.0%Sold out
Cutler Group LP0$00.00%−6,968−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,682−100.0%Sold out
Jennison Associates LLC0$00.00%−6,533−100.0%Sold out
Meeder Asset Management Inc0$00.00%−6,309−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−6,267−100.0%Sold out
Group One Trading, L.P.0$00.00%−6,230−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−5,934−100.0%Sold out
Ritholtz Wealth Management0$00.00%−5,010−100.0%Sold out
Renasant Bank0$00.00%−4,810−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−4,403−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,384−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−4,329−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−4,230−100.0%Sold out
Alethea Capital Management, LLC0$00.00%−4,191−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,748−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−3,700−100.0%Sold out
Financial Advocates Investment Management0$00.00%−3,436−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−3,414−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−3,259−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−3,238−100.0%Sold out
Mutual Advisors, LLC0$00.00%−3,139−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−3,119−100.0%Sold out
Private Capital Management LLC0$00.00%−3,119−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−2,521−100.0%Sold out
Hudock, Inc.0$00.00%−2,385−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−1,588−100.0%Sold out
FAI Wealth Management0$00.00%−1,500−100.0%Sold out
Evoke Wealth, LLC0$00.00%−1,179−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−650−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−500−100.0%Sold out
Leonteq Securities AG0$00.00%−448−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−442−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−442−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−313−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−325−100.0%Sold out
Crewe Advisors LLC0$00.00%−213−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−148−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−112−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−68−100.0%Sold out
Howe & Rusling Inc0$00.00%−47−100.0%Sold out
Pacifica Partners Inc.0$00.00%−39−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−38−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−17−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−5−100.0%Sold out
Maryland Capital Management––––Not filed
Ashfield Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Strategic Wealth Advisors Group, LLC––––Not filed
AGF Investments LLC––––Not filed
Sante Capital Fund, LP––––Not filed
Agf Investments Inc.––––Not filed
Corient Capital Partners, LLC––––Not filed
American Research & Management Co.––––Not filed
NuWave Investment Management, LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
DRW Securities, L.L.C.––––Not filed
55I, LLC––––Not filed
Eaton Vance Management––––Not filed
Bluestein R H & Co––––Not filed
American Portfolios Advisors––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
FourThought Financial, LLC––––Not filed
Covington Capital Management––––Not filed
Strategic Asset Management, LLC––––Not filed
Surevest, LLC––––Not filed
Monolith Advisors––––Not filed
USA Financial Portformulas Corp––––Not filed