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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 23,462 | $1.54M | 0.26% | −495−2.1% | Reduced |
| Baird Financial Group, Inc. | 23,370 | $1.53M | 0.00% | +466+2.0% | Added |
| Capital Investment Advisors, LLC | 23,153 | $1.52M | 0.05% | +125+0.5% | Added |
| Cubist Systematic Strategies, LLC | 23,099 | $1.51M | 0.01% | +12,378+115.5% | Added |
| Bokf, NA | 23,005 | $1.51M | 0.03% | +1,015+4.6% | Added |
| Avitas Wealth Management LLC | 22,980 | $1.51M | 0.32% | +22,980 | New |
| Shell Asset Management Co | 22,906 | $1.50M | 0.07% | −4,610−16.8% | Reduced |
| Spirit of America Management Corp | 22,635 | $1.48M | 0.33% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 22,548 | $1.48M | 0.08% | −700−3.0% | Reduced |
| Sumitomo Life Insurance Co | 22,508 | $1.48M | 0.11% | −472−2.1% | Reduced |
| MAI Capital Management | 22,479 | $1.47M | 0.02% | +7,968+54.9% | Added |
| Seeyond | 22,357 | $1.47M | 0.14% | +2,333+11.7% | Added |
| Beacon Pointe Advisors, LLC | 22,000 | $1.44M | 0.03% | +6,259+39.8% | Added |
| Parallax Volatility Advisers, L.P. | 21,639 | $1.42M | 0.04% | −16,815−43.7% | Reduced |
| Bridgewater Associates, LP | 21,407 | $1.40M | 0.01% | +4,021+23.1% | Added |
| DoubleLine ETF Adviser LP | 20,982 | $1.38M | 0.71% | +20,982 | New |
| SG Americas Securities, LLC | 20,912 | $1.37M | 0.02% | +11,602+124.6% | Added |
| Naviter Wealth, LLC | 18,238 | $1.37M | 0.37% | +2,980+19.5% | Added |
| Pendal Group Limited | 20,814 | $1.36M | 0.01% | −5,446−20.7% | Reduced |
| Liberty Capital Management, Inc. | 20,701 | $1.36M | 0.47% | +250+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 20,113 | $1.32M | 0.17% | −368−1.8% | Reduced |
| Hotaling Investment Management, LLC | 19,914 | $1.30M | 0.59% | −38−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 19,904 | $1.30M | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,526 | $1.28M | 0.11% | +10,443+115.0% | Added |
| Oppenheimer & Co Inc | 19,352 | $1.27M | 0.03% | −7,094−26.8% | Reduced |
| D.A. Davidson & Co. | 19,300 | $1.27M | 0.01% | −566−2.8% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 19,223 | $1.26M | 0.34% | −23,810−55.3% | Reduced |
| Old North State Wealth Management, LLC | 19,066 | $1.25M | 1.26% | +6,556+52.4% | Added |
| ProVise Management Group, LLC | 19,079 | $1.25M | 0.13% | −3,324−14.8% | Reduced |
| Engineers Gate Manager LP | 18,941 | $1.24M | 0.07% | −4,205−18.2% | Reduced |
| Raymond James Trust N.A. | 18,909 | $1.24M | 0.04% | −148−0.8% | Reduced |
| Busey Wealth Management | 18,615 | $1.22M | 0.05% | −1,265−6.4% | Reduced |
| United Services Automobile Association | 18,511 | $1.21M | 0.03% | +551+3.1% | Added |
| Broderick Brian C | 18,500 | $1.21M | 0.36% | 00.0% | Unchanged |
| PFG Advisors | 18,339 | $1.20M | 0.12% | −2,194−10.7% | Reduced |
| Colony Group LLC | 18,276 | $1.20M | 0.02% | +2,420+15.3% | Added |
| Aevitas Wealth Management, Inc. | 18,108 | $1.19M | 0.70% | −1,236−6.4% | Reduced |
| IMC-Chicago, LLC | 17,706 | $1.16M | 0.25% | +17,706 | New |
| Sompo Asset Management Co., Ltd. | 17,390 | $1.14M | 0.26% | +670+4.0% | Added |
| Assenagon Asset Management S.A. | 17,377 | $1.14M | 0.00% | −319−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 17,302 | $1.13M | 0.03% | 00.0% | Unchanged |
| 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 |
| M Holdings Securities, Inc. | 16,974 | $1.11M | 0.12% | −1,425−7.7% | Reduced |
| Wealthfront Advisers LLC | 16,726 | $1.10M | 0.01% | −767−4.4% | Reduced |
| Agf Management Ltd | 16,616 | $1.09M | 0.01% | +16,616 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $1.09M | 0.09% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 16,592 | $1.09M | 0.18% | −59−0.4% | Reduced |
| Ancora Advisors, LLC | 16,197 | $1.06M | 0.03% | −468−2.8% | Reduced |
| Wesbanco Bank Inc | 16,152 | $1.06M | 0.05% | −160−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 16,127 | $1.06M | 0.88% | +17+0.1% | Added |
| Toroso Investments, LLC | 16,110 | $1.06M | 0.04% | +9,298+136.5% | Added |
| Steward Partners Investment Advisory, LLC | 15,940 | $1.04M | 0.02% | +205+1.3% | Added |
| Bard Associates Inc | 15,937 | $1.04M | 0.45% | 00.0% | Unchanged |
| Ossiam | 15,769 | $1.03M | 0.03% | −53,710−77.3% | Reduced |
| Panagora Asset Management Inc | 15,654 | $1.03M | 0.01% | −1,766−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,526 | $1.02M | 0.04% | −2,817−15.4% | Reduced |
| Atria Wealth Solutions, Inc. | 15,506 | $1.02M | 0.02% | +117+0.8% | Added |
| Dean Investment Associates, LLC | 15,454 | $1.01M | 0.17% | +15,454 | New |
| Private Advisor Group, LLC | 27,174 | $1.01M | 0.05% | −693−2.5% | Reduced |
| NTV Asset Management LLC | 15,246 | $999.4K | 0.20% | −565−3.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $990.9K | 0.77% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 15,110 | $990.0K | 0.79% | −123−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,810 | $970.8K | 0.03% | −2,401−14.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,771 | $968.2K | 0.00% | +14,771 | New |
| CI Private Wealth, LLC | 14,705 | $962.2K | 0.00% | +14,705 | New |
| Cetera Advisors LLC | 14,654 | $960.6K | 0.02% | −884−5.7% | Reduced |
| Advisor Partners II, LLC | 14,420 | $945.3K | 0.06% | +1,930+15.5% | Added |
| Cetera Investment Advisers | 14,353 | $940.9K | 0.01% | +5,448+61.2% | Added |
| Capstone Investment Advisors, LLC | 14,294 | $937.0K | 0.02% | +5,614+64.7% | Added |
| Landscape Capital Management, L.L.C. | 14,222 | $932.3K | 0.14% | +1,548+12.2% | Added |
| Brookstone Capital Management | 13,347 | $931.3K | 0.02% | +1,091+8.9% | Added |
| National Bank of Canada | 13,890 | $910.5K | 0.00% | +12,192+718.0% | Added |
| Banque Cantonale Vaudoise | 13,676 | $896.0K | 0.05% | −2,152−13.6% | Reduced |
| Advance Capital Management, Inc. | 13,588 | $890.7K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,540 | $888.0K | 0.08% | +4,440+48.8% | Added |
| RDA Financial Network | 13,515 | $885.9K | 0.45% | −2,306−14.6% | Reduced |
| Welch Group, LLC | 13,400 | $878.4K | 0.05% | −558−4.0% | Reduced |
| Ieq Capital, LLC | 13,266 | $869.6K | 0.02% | +8,190+161.3% | Added |
| Jefferies Financial Group Inc. | 13,100 | $858.7K | 0.01% | +13,100 | New |
| Arkadios Wealth Advisors | 12,680 | $831.2K | 0.11% | −654−4.9% | Reduced |
| Brown Advisory Inc | 12,540 | $822.0K | 0.00% | −54−0.4% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $812.0K | 0.99% | +700+6.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,350 | $809.6K | 0.04% | −5,697−31.6% | Reduced |
| Mirova | 12,263 | $803.8K | 0.13% | −14,784−54.7% | Reduced |
| Ensign Peak Advisors, Inc | 11,800 | $773.5K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,792 | $773.0K | 0.01% | +747+6.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,584 | $759.4K | 0.34% | +416+3.7% | Added |
| Tobam | 11,562 | $758.0K | 0.05% | −25,076−68.4% | Reduced |
| Vanderbilt University | 11,252 | $737.6K | 0.19% | −129−1.1% | Reduced |
| AlphaCentric Advisors LLC | 11,059 | $724.9K | 0.72% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 10,967 | $718.9K | 0.21% | +1,030+10.4% | Added |
| Gray Wealth Management Inc. | 10,853 | $711.4K | 0.41% | −414−3.7% | Reduced |
| La Banque Postale Asset Management SA | 10,801 | $708.0K | 0.02% | +10,801 | New |
| Wambolt & Associates, LLC | 10,765 | $705.7K | 0.27% | +149+1.4% | Added |
| Avantax Advisory Services, Inc. | 10,756 | $705.1K | 0.01% | −11,862−52.4% | Reduced |
| Summit Global Investments | 10,754 | $705.0K | 0.06% | +10,754 | New |
| NFP Retirement, Inc. | 10,749 | $704.5K | 0.15% | +952+9.7% | Added |
| Resources Investment Advisors, LLC. | 10,706 | $701.7K | 0.02% | +1,462+15.8% | Added |
| Gamco Investors, Inc. Et Al | 10,500 | $688.3K | 0.01% | −5,090−32.6% | Reduced |