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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1,600 | $104.9K | 0.09% | +1,600 | New |
| Stonebridge Capital Advisors LLC | 1,576 | $103.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,572 | $103.1K | 0.00% | −360−18.6% | Reduced |
| Parkside Financial Bank & Trust | 1,569 | $102.8K | 0.03% | +769+96.1% | Added |
| Harbor Investment Advisory, LLC | 1,568 | $102.8K | 0.02% | +567+56.6% | Added |
| Hanson & Doremus Investment Management | 1,500 | $98.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,470 | $96.4K | 0.00% | −19−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,469 | $96.3K | 0.01% | +1,469 | New |
| Glassy Mountain Advisors, Inc. | 1,416 | $92.8K | 0.05% | +1,416 | New |
| Optimum Investment Advisors | 1,403 | $92.0K | 0.05% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,372 | $89.9K | 0.01% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,320 | $86.5K | 0.01% | +1,004+317.7% | Added |
| Capital Analysts, LLC | 1,315 | $86.0K | 0.01% | −114−8.0% | Reduced |
| Alta Advisers Ltd | 1,300 | $85.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,301 | $85.0K | 0.00% | +693+114.0% | Added |
| Riverview Trust Co | 1,242 | $81.0K | 0.08% | +1,242 | New |
| Creative Financial Designs Inc | 1,235 | $81.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,223 | $80.2K | 0.01% | −183−13.0% | Reduced |
| Aspire Private Capital, LLC | 1,219 | $79.9K | 0.03% | +928+318.9% | Added |
| Zions Bancorporation, N.A. | 1,212 | $79.4K | 0.01% | −127−9.5% | Reduced |
| Accel Wealth Management | 1,205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,178 | $77.2K | 0.01% | −347−22.8% | Reduced |
| SJS Investment Consulting Inc. | 1,173 | $76.9K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $75.4K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 1,167 | $75.1K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,143 | $74.9K | 0.03% | +278+32.1% | Added |
| Arcadia Investment Management Corp | 1,101 | $72.2K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,100 | $72.1K | 0.01% | +100+10.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,099 | $72.0K | 0.01% | +10+0.9% | Added |
| Pacer Advisors, Inc. | 1,091 | $71.5K | 0.00% | +146+15.4% | Added |
| Washington Trust Co | 1,090 | $71.5K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,088 | $71.3K | 0.02% | −15,400−93.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,084 | $71.1K | 0.02% | −2,710−71.4% | Reduced |
| City State Bank | 1,058 | $69.0K | 0.04% | +926+701.5% | Added |
| Rosenberg Matthew Hamilton | 1,008 | $66.1K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 945 | $62.0K | 0.01% | +945 | New |
| Geneos Wealth Management Inc. | 932 | $61.1K | 0.00% | +1+0.1% | Added |
| Bollard Group LLC | 929 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 933 | $61.0K | 0.00% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 915 | $60.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 910 | $59.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 863 | $56.6K | 0.02% | −713−45.2% | Reduced |
| Fairfield Financial Advisors, LTD | 861 | $56.5K | 0.03% | +7+0.8% | Added |
| Trust Co | 850 | $56.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 850 | $55.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 838 | $54.9K | 0.01% | +30+3.7% | Added |
| Private Trust Co NA | 827 | $54.0K | 0.01% | +82+11.0% | Added |
| Old Second National Bank of Aurora | 808 | $53.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 786 | $52.0K | 0.00% | +127+19.3% | Added |
| AdvisorNet Financial, Inc | 783 | $51.3K | 0.01% | +144+22.5% | Added |
| Gradient Investments LLC | 759 | $49.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 754 | $49.4K | 0.00% | +754 | New |
| Webster Bank, N. A. | 740 | $49.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $48.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 743 | $48.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 732 | $48.0K | 0.02% | −2,143−74.5% | Reduced |
| Quent Capital, LLC | 723 | $47.4K | 0.01% | +623+623.0% | Added |
| IAG Wealth Partners, LLC | 700 | $45.9K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 695 | $45.6K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 685 | $44.9K | 0.00% | −161−19.0% | Reduced |
| HM Payson & Co | 614 | $40.2K | 0.00% | +14+2.3% | Added |
| Caldwell Trust Co | 610 | $40.0K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 600 | $39.3K | 0.02% | +600 | New |
| Focused Wealth Management, Inc | 589 | $38.6K | 0.01% | +1+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 586 | $38.4K | 0.02% | +4+0.7% | Added |
| Benjamin Edwards Inc | 582 | $38.0K | 0.01% | −1,681−74.3% | Reduced |
| Clear Street Markets LLC | 577 | $38.0K | 0.01% | +377+188.5% | Added |
| Sutton Wealth Advisors Inc. | 560 | $36.7K | 0.01% | +154+37.9% | Added |
| Valley National Advisers Inc | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 531 | $34.8K | 0.01% | +531 | New |
| North Star Investment Management Corp. | 516 | $33.8K | 0.00% | +16+3.2% | Added |
| Smithfield Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $32.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $32.0K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 486 | $31.9K | 0.03% | −10−2.0% | Reduced |
| Neo Ivy Capital Management | 468 | $31.0K | 0.02% | +468 | New |
| Washington Trust Advisors, Inc. | 450 | $29.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $28.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 428 | $28.1K | 0.01% | +428 | New |
| Phocas Financial Corp. | 425 | $27.9K | 0.00% | +425 | New |
| Compass Wealth Management LLC | 400 | $26.2K | 0.01% | +400 | New |
| Ronald Blue Trust, Inc. | 396 | $26.0K | 0.00% | +66+20.0% | Added |
| Disciplined Investments, LLC | 387 | $25.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 386 | $25.3K | 0.01% | +135+53.8% | Added |
| Raleigh Capital Management Inc. | 354 | $23.2K | 0.01% | +1+0.3% | Added |
| Silvant Capital Management LLC | 348 | $22.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 340 | $22.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $22.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 330 | $22.0K | 0.02% | +68+26.0% | Added |
| Resurgent Financial Advisors LLC | 335 | $22.0K | 0.01% | +335 | New |
| Heritage Wealth Advisors | 330 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 330 | $21.6K | 0.01% | +80+32.0% | Added |
| Heritage Wealth Management, LLC | 326 | $21.4K | 0.00% | +195+148.9% | Added |
| SRS Capital Advisors, Inc. | 325 | $21.3K | 0.00% | −13−3.8% | Reduced |
| West Financial Advisors, LLC | 320 | $21.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 309 | $20.3K | 0.01% | −1,360−81.5% | Reduced |
| EWG Elevate Inc. | 306 | $20.1K | 0.01% | +306 | New |
| JNBA Financial Advisors | 300 | $19.7K | 0.00% | −37−11.0% | Reduced |