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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 5,131 | $336.0K | 0.01% | −304−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,104 | $335.0K | 0.01% | +243+5.0% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $331.7K | 0.35% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,054 | $331.3K | 0.29% | +1,326+35.6% | Added |
| Clarius Group, LLC | 5,044 | $331.0K | 0.03% | −65−1.3% | Reduced |
| Banco Santander, S.A. | 5,039 | $330.3K | 0.00% | +5,039 | New |
| Integrated Advisors Network LLC | 5,013 | $328.6K | 0.02% | +392+8.5% | Added |
| Versor Investments LP | 4,975 | $326.1K | 0.03% | −32,884−86.9% | Reduced |
| Investment Advisory Group, LLC | 4,927 | $323.0K | 0.20% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,925 | $322.8K | 0.00% | −29,592−85.7% | Reduced |
| Proficio Capital Partners LLC | 4,872 | $319.4K | 0.06% | +1,563+47.2% | Added |
| Financial Counselors Inc | 4,870 | $319.0K | 0.01% | −80−1.6% | Reduced |
| Tower Bridge Advisors | 4,850 | $317.9K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,826 | $316.3K | 0.00% | −2,526−34.4% | Reduced |
| LCNB Corp | 4,820 | $316.0K | 0.15% | −40−0.8% | Reduced |
| Balentine LLC | 4,807 | $315.1K | 0.01% | +958+24.9% | Added |
| MQS Management LLC | 4,799 | $314.6K | 0.21% | −3,705−43.6% | Reduced |
| Davenport & Co LLC | 4,772 | $313.0K | 0.00% | +885+22.8% | Added |
| Texas Yale Capital Corp. | 4,750 | $311.4K | 0.02% | +5+0.1% | Added |
| HF Advisory Group, LLC | 4,741 | $310.8K | 0.31% | +4,741 | New |
| Pettyjohn, Wood & White, Inc | 4,719 | $309.0K | 0.08% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,703 | $308.3K | 0.06% | −1,680−26.3% | Reduced |
| Desjardins Global Asset Management Inc. | 4,685 | $307.0K | 0.05% | −1,264−21.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,658 | $305.3K | 0.05% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 4,646 | $304.5K | 0.22% | +1,415+43.8% | Added |
| Prudent Man Advisors, LLC | 4,617 | $303.0K | 0.12% | +546+13.4% | Added |
| Orion Capital Management LLC | 4,590 | $300.9K | 0.22% | −700−13.2% | Reduced |
| Gyon Technologies Capital Management, LP | 4,549 | $298.2K | 0.11% | +4,549 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $294.1K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,397 | $288.2K | 0.02% | −50−1.1% | Reduced |
| We Are One Seven, LLC | 4,382 | $287.2K | 0.03% | +443+11.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $286.2K | 0.17% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,362 | $286.0K | 0.01% | +762+21.2% | Added |
| Investment Advisory Services Inc | 4,361 | $282.2K | 0.15% | −848−16.3% | Reduced |
| Good Life Advisors, LLC | 4,288 | $281.1K | 0.04% | +52+1.2% | Added |
| Orion Portfolio Solutions, LLC | 4,279 | $280.5K | 0.01% | +218+5.4% | Added |
| Ameritas Advisory Services, LLC | 4,266 | $279.6K | 0.01% | +4,266 | New |
| M&G Investment Management Ltd | 4,231 | $279.2K | 0.00% | −305−6.7% | Reduced |
| AlphaCore Capital LLC | 4,260 | $279.2K | 0.11% | +4,260 | New |
| Visionary Wealth Advisors | 4,244 | $278.0K | 0.03% | −60−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,208 | $275.8K | 0.06% | +385+10.1% | Added |
| Stratos Wealth Partners, LTD. | 4,165 | $273.1K | 0.01% | −62−1.5% | Reduced |
| FJ Capital Management LLC | 4,159 | $272.6K | 0.03% | +4,159 | New |
| Weybosset Research & Management LLC | 4,150 | $272.0K | 0.11% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,138 | $271.2K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,131 | $270.8K | 0.00% | +4,131 | New |
| First American Trust, FSB | 4,124 | $270.0K | 0.04% | −427−9.4% | Reduced |
| Flputnam Investment Management Co | 4,114 | $269.6K | 0.01% | −189−4.4% | Reduced |
| Pathstone Family Office, LLC | 10,313 | $269.0K | 0.01% | +5,655+121.4% | Added |
| Siemens Fonds Invest GmbH | 4,082 | $267.6K | 0.03% | −486−10.6% | Reduced |
| Edgestream Partners, L.P. | 4,034 | $264.4K | 0.03% | −7,964−66.4% | Reduced |
| Advisory Services Network, LLC | 3,982 | $261.1K | 0.01% | +155+4.1% | Added |
| Moors & Cabot, Inc. | 3,977 | $260.7K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,870 | $253.7K | 0.00% | −672−14.8% | Reduced |
| Dearborn Partners LLC | 3,864 | $253.3K | 0.01% | −18−0.5% | Reduced |
| Sigma Planning Corp | 3,851 | $252.5K | 0.01% | −3,174−45.2% | Reduced |
| Wendell David Associates Inc | 3,850 | $252.0K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 3,834 | $251.3K | 0.19% | +219+6.1% | Added |
| Southland Equity Partners LLC | 3,816 | $250.2K | 0.10% | +59+1.6% | Added |
| SFMG, LLC | 3,794 | $248.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,783 | $248.0K | 0.22% | −640−14.5% | Reduced |
| Whalerock Point Partners, LLC | 3,680 | $241.2K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,593 | $235.5K | 0.05% | −724−16.8% | Reduced |
| Nations Financial Group Inc, | 3,554 | $233.0K | 0.03% | +3,554 | New |
| Proequities, Inc. | 3,537 | $231.8K | 0.02% | −332−8.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,500 | $229.4K | 0.06% | +3,500 | New |
| Legacy Wealth Asset Management, LLC | 3,495 | $229.1K | 0.09% | +57+1.7% | Added |
| Cypress Capital Group | 3,462 | $226.9K | 0.03% | +3,462 | New |
| Eudaimonia Advisors LLC | 3,406 | $223.3K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $223.1K | 0.04% | +3,404 | New |
| Bogart Wealth, LLC | 3,384 | $221.8K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,376 | $214.2K | 0.02% | +2,376 | New |
| Beech Hill Advisors, Inc. | 3,250 | $213.0K | 0.12% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,153 | $206.7K | 0.02% | +3,153 | New |
| Lombard Odier Asset Management (Switzerland) SA | 3,149 | $206.4K | 0.02% | +3,149 | New |
| Armor Investment Advisors, LLC | 3,145 | $206.2K | 0.13% | −400−11.3% | Reduced |
| Atom Investors LP | 3,108 | $203.7K | 0.10% | −3,991−56.2% | Reduced |
| Two Sigma Securities, LLC | 3,100 | $203.2K | 0.03% | +3,100 | New |
| Rehmann Capital Advisory Group | 3,085 | $202.2K | 0.02% | −3,810−55.3% | Reduced |
| Titleist Asset Management, Ltd. | 3,061 | $200.7K | 0.05% | −510−14.3% | Reduced |
| Atlantic Trust, LLC | 3,040 | $200.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,041 | $199.3K | 0.01% | −12−0.4% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,879 | $188.7K | 0.01% | +2,879 | New |
| Cullen/Frost Bankers, Inc. | 2,670 | $175.0K | 0.00% | −12−0.4% | Reduced |
| Register Financial Advisors LLC | 2,600 | $170.4K | 0.11% | +2,600 | New |
| Bessemer Group Inc | 2,332 | $152.0K | 0.00% | −422−15.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,297 | $150.6K | 0.00% | −28,885−92.6% | Reduced |
| Pathway Financial Advisers, LLC | 2,284 | $149.7K | 0.06% | +2,284 | New |
| Accurate Wealth Management, LLC | 2,154 | $148.6K | 0.05% | +2,154 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,233 | $146.0K | 0.00% | −1,541−40.8% | Reduced |
| Pflug Koory, LLC | 2,215 | $145.0K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,201 | $144.3K | 0.01% | +2,201 | New |
| Glassman Wealth Services | 2,191 | $143.6K | 0.03% | +392+21.8% | Added |
| Lindbrook Capital, LLC | 1,996 | $130.8K | 0.02% | +46+2.4% | Added |
| Motco | 1,869 | $122.5K | 0.01% | +296+18.8% | Added |
| TD Waterhouse Canada Inc. | 1,768 | $118.3K | 0.00% | +165+10.3% | Added |
| Colonial Trust Advisors | 1,743 | $114.3K | 0.01% | +1,743 | New |
| Federation des caisses Desjardins du Quebec | 1,673 | $109.7K | 0.00% | −1,148−40.7% | Reduced |
| First Horizon Advisors, Inc. | 1,673 | $109.7K | 0.00% | −66−3.8% | Reduced |