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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 10,313 | $676.0K | 0.08% | +1,079+11.7% | Added |
| AE Wealth Management LLC | 10,269 | $673.1K | 0.00% | −3,298−24.3% | Reduced |
| 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 |
| 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 |
| Bleakley Financial Group, LLC | 10,081 | $660.8K | 0.02% | +10,081 | New |
| Achmea Investment Management B.V. | 10,698 | $657.0K | 0.02% | −21,496−66.8% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $655.5K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,936 | $651.3K | 0.03% | +965+10.8% | Added |
| Ethic Inc. | 9,841 | $645.1K | 0.03% | −2,225−18.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,809 | $643.0K | 0.27% | −330−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,640 | $631.9K | 0.03% | +369+4.0% | Added |
| Profund Advisors LLC | 9,523 | $624.2K | 0.04% | +565+6.3% | Added |
| Penserra Capital Management LLC | 9,498 | $621.0K | 0.01% | +941+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 9,337 | $612.0K | 0.03% | +1,943+26.3% | Added |
| CWM, LLC | 9,322 | $611.0K | 0.00% | +2,945+46.2% | Added |
| Atlantic Union Bankshares Corp | 9,125 | $598.1K | 0.06% | −1,000−9.9% | Reduced |
| Quantinno Capital Management LP | 9,117 | $598.0K | 0.04% | +9,117 | New |
| Schnieders Capital Management LLC | 8,971 | $588.0K | 0.13% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 8,883 | $582.0K | 0.19% | −760−7.9% | Reduced |
| Warren Averett Asset Management, LLC | 8,854 | $580.4K | 0.03% | −109−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 8,722 | $571.7K | 0.57% | −216−2.4% | Reduced |
| Quantbot Technologies LP | 8,667 | $568.1K | 0.04% | +8,667 | New |
| Checchi Capital Advisers, LLC | 8,609 | $564.3K | 0.06% | +31+0.4% | Added |
| Moody National Bank Trust Division | 8,585 | $563.0K | 0.05% | +119+1.4% | Added |
| Veriti Management LLC | 8,579 | $562.3K | 0.07% | +1,843+27.4% | Added |
| Jane Street Group, LLC | 8,549 | $560.4K | 0.00% | −9,975−53.8% | Reduced |
| Veritable, L.P. | 8,533 | $559.3K | 0.01% | +2,150+33.7% | Added |
| Whittier Trust Co | 8,526 | $558.8K | 0.01% | −61−0.7% | Reduced |
| Ingalls & Snyder LLC | 8,351 | $547.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,306 | $544.5K | 0.02% | +7,258+692.6% | Added |
| Huntington National Bank | 8,218 | $538.7K | 0.01% | −22−0.3% | Reduced |
| Appleton Partners Inc | 8,193 | $537.0K | 0.05% | +8,193 | New |
| TD Private Client Wealth LLC | 8,160 | $534.9K | 0.03% | +732+9.9% | Added |
| Monetary Management Group Inc | 8,075 | $529.3K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,957 | $521.6K | 0.03% | +609+8.3% | Added |
| Meiji Yasuda Life Insurance Co | 7,898 | $518.0K | 0.01% | −7,722−49.4% | Reduced |
| Madden Advisory Services, Inc. | 7,763 | $508.9K | 0.38% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,763 | $508.9K | 0.29% | −39−0.5% | Reduced |
| Values First Advisors, Inc. | 7,739 | $507.3K | 0.35% | +1,664+27.4% | Added |
| Lido Advisors, LLC | 7,721 | $506.1K | 0.01% | +618+8.7% | Added |
| Horizon Investments, LLC | 7,695 | $504.0K | 0.01% | +3,183+70.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,623 | $499.7K | 0.04% | +644+9.2% | Added |
| Laurel Wealth Advisors, Inc. | 7,601 | $498.0K | 0.05% | −1,485−16.3% | Reduced |
| LGT Group Foundation | 7,469 | $489.6K | 0.02% | +2,220+42.3% | Added |
| Quantitative Investment Management, LLC | 7,436 | $487.0K | 0.09% | −11,256−60.2% | Reduced |
| Summit Financial Group Inc | 7,353 | $482.0K | 0.19% | −88−1.2% | Reduced |
| Pacific Sun Financial Corp | 7,258 | $475.8K | 0.34% | −1,880−20.6% | Reduced |
| Stephens Inc | 7,249 | $475.2K | 0.01% | −1,560−17.7% | Reduced |
| Hendershot Investments Inc. | 7,230 | $473.9K | 0.08% | +28+0.4% | Added |
| Wetherby Asset Management Inc | 7,085 | $464.4K | 0.03% | +1,484+26.5% | Added |
| IHT Wealth Management, LLC | 7,004 | $459.1K | 0.03% | +1,315+23.1% | Added |
| Sara-Bay Financial | 6,974 | $457.0K | 0.26% | 00.0% | Unchanged |
| Lincoln National Corp | 6,937 | $454.7K | 0.01% | −455−6.2% | Reduced |
| Associated Banc-Corp | 6,931 | $454.3K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,906 | $452.7K | 0.06% | +1,490+27.5% | Added |
| Quadrant Capital Group LLC | 6,898 | $452.2K | 0.05% | +3,175+85.3% | Added |
| Mirabella Financial Services LLP | 6,895 | $452.0K | 0.04% | −31,942−82.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,822 | $447.2K | 0.29% | +115+1.7% | Added |
| BBJS Financial Advisors, LLC | 6,681 | $437.9K | 0.20% | +6,681 | New |
| Credit Agricole S A | 6,589 | $431.9K | 0.02% | −35,366−84.3% | Reduced |
| NewEdge Wealth, LLC | 6,578 | $431.2K | 0.02% | −14−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,808 | $431.1K | 0.02% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 6,575 | $431.0K | 0.44% | +6,575 | New |
| Greenup Street Wealth Management LLC | 6,570 | $430.7K | 0.18% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 6,450 | $422.8K | 0.31% | +6,450 | New |
| Umb Bank N A | 6,395 | $419.0K | 0.01% | −2,692−29.6% | Reduced |
| Aviance Capital Partners, LLC | 6,270 | $411.0K | 0.10% | +2,500+66.3% | Added |
| Greenleaf Trust | 6,275 | $411.0K | 0.01% | +1,083+20.9% | Added |
| Sequoia Financial Advisors, LLC | 6,208 | $407.0K | 0.01% | +1,299+26.5% | Added |
| Farmers & Merchants Investments Inc | 6,189 | $405.7K | 0.02% | −65−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $403.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,050 | $396.6K | 0.01% | +1,036+20.7% | Added |
| Level Four Advisory Services, LLC | 5,984 | $392.3K | 0.03% | +583+10.8% | Added |
| Boston Private Wealth LLC | 5,959 | $390.6K | 0.01% | +1,116+23.0% | Added |
| Brinker Capital Investments, LLC | 5,934 | $389.0K | 0.01% | +830+16.3% | Added |
| HighTower Trust Services, LTA | 5,925 | $384.2K | 0.04% | +39+0.7% | Added |
| Signaturefd, LLC | 5,801 | $380.3K | 0.01% | +1,738+42.8% | Added |
| 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 |
| FORA Capital, LLC | 5,756 | $377.3K | 0.06% | +5,756 | New |
| Bailard, Inc. | 5,753 | $377.1K | 0.01% | −16−0.3% | Reduced |
| Baldwin Brothers Inc | 5,700 | $373.6K | 0.03% | +5,700 | New |
| Glenview Trust Co | 5,662 | $371.1K | 0.01% | +528+10.3% | Added |
| Tilt Investment Management Holdings, PBC | 5,627 | $368.9K | 0.31% | +5,627 | New |
| Exos TFP Holdings LLC | 5,607 | $367.5K | 0.10% | +1,044+22.9% | Added |
| Credit Capital Investments LLC | 5,500 | $360.5K | 0.52% | +5,500 | New |
| Lumbard & Kellner, LLC | 5,496 | $360.3K | 0.18% | +5,496 | New |
| IFP Advisors, Inc | 5,709 | $355.0K | 0.01% | −875−13.3% | Reduced |
| First International Bank & Trust | 5,359 | $351.0K | 0.12% | −420−7.3% | Reduced |
| Meeder Advisory Services, Inc. | 5,314 | $348.3K | 0.04% | +5,314 | New |
| Alpha Paradigm Partners, LLC | 5,296 | $347.0K | 0.14% | −1,599−23.2% | Reduced |
| Strategy Asset Managers LLC | 5,267 | $345.0K | 0.09% | −260−4.7% | Reduced |
| Global Retirement Partners, LLC | 5,259 | $344.8K | 0.02% | +134+2.6% | Added |
| Coldstream Capital Management Inc | 5,212 | $341.6K | 0.01% | +5,212 | New |
| Fund Management at Engine No. 1 LLC | 5,199 | $340.8K | 0.08% | +745+16.7% | Added |
| DRW Securities, LLC | 5,191 | $340.0K | 0.07% | +5,191 | New |
| Eqis Capital Management, Inc. | 5,144 | $337.2K | 0.04% | −155−2.9% | Reduced |
| GWM Advisors LLC | 7,524 | $336.7K | 0.01% | −262−3.4% | Reduced |