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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.

Q1 2023 vs. Q4 2022

How the institutions holding Welltower Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of WELL: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders79920776−3
Shares471.1M998.0K481.9M+11.8M (+2.5%)
Value$30.9B$65.2M$34.5B+$3.64B (+11.8%)

20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Welltower Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WELL in Q1 2023
InstitutionSharesValue% of portfolio
APG Asset Management US Inc.311,093$22.3M0.18%
Westwood Holdings Group Inc.64,000$4.59M0.04%
Moran Wealth Management, LLC46,058$3.30M0.12%
UBS Oconnor LLC38,372$2.75M0.07%
Capital International Inc31,563$2.26M0.05%
Cinctive Capital Management LP27,707$1.99M0.07%
Ostrum Asset Management27,200$1.95M0.17%
Wolverine Trading, LLC23,894$1.70M0.05%
Perpetual Ltd19,564$1.40M0.01%
Atria Investments LLC16,541$1.19M0.02%
JLP Asset Management, LLC13,000$932.0K0.62%
Alberta Investment Management Corp11,700$838.8K0.01%
Imprint Wealth LLC10,569$757.7K0.50%
Gallagher Fiduciary Advisors, LLC10,007$717.8K0.06%
PFG Investments, LLC8,491$608.8K0.12%
Greenland Capital Management LP7,705$552.4K0.07%
Oak Thistle LLC7,458$534.7K0.32%
World Equity Group, Inc.4,604$418.3K0.07%
Johnson Investment Counsel Inc5,656$405.5K0.01%
Baltimore-Washington Financial Advisors, Inc.5,313$380.9K0.03%
AlphaMark Advisors, LLC4,230$303.0K0.14%
Prime Capital Investment Advisors, LLC3,782$271.1K0.01%
Independent Financial Group, LLC3,710$265.9K0.02%
V-Square Quantitative Management LLC3,662$262.5K0.24%
Diversified Trust Co3,595$257.7K0.01%
Blueprint Investment Partners LLC3,580$256.6K0.06%
Wedmont Private Capital3,421$249.1K0.03%
Beverly Hills Private Wealth, LLC3,422$245.3K0.08%
Ballentine Partners, LLC3,360$240.9K0.01%
Evergreen Capital Management LLC3,309$237.2K0.01%
Equitable Holdings, Inc.3,214$230.4K0.00%
Savant Capital, LLC3,192$228.9K0.00%
Shelton Capital Management3,192$228.8K0.01%
HB Wealth Management, LLC3,166$227.0K0.00%
Dorsey & Whitney Trust CO LLC3,118$223.5K0.02%
Titleist Asset Management, LLC3,087$221.3K0.05%
Great Valley Advisor Group, Inc.3,047$218.7K0.01%
Schechter Investment Advisors, LLC3,031$217.3K0.02%
Change Path, LLC3,027$217.0K0.01%
Conning Inc.3,010$215.8K0.01%
Los Angeles Capital Management LLC2,960$212.2K0.00%
Mutual Advisors, LLC2,953$211.7K0.01%
Insigneo Advisory Services, LLC2,969$211.3K0.07%
Van Hulzen Asset Management, LLC2,900$208.0K0.02%
Everhart Financial Group, Inc.2,857$204.8K0.09%
Barnes Pettey Financial Advisors, LLC2,802$200.9K0.19%
Erste Asset Management GmbH2,700$193.6K0.00%
Harel Insurance Investments & Financial Services Ltd.1,850$131.0K0.00%
Carmel Capital Partners, LLC1,744$125.0K0.07%
International Assets Investment Management, LLC976$70.0K0.01%
Cutler Group LP434$31.0K0.00%
Sunbelt Securities, Inc.343$24.3K0.00%
Manitou Investment Management Ltd.270$19.4K0.00%
Ofi Invest Asset Management1,109,044$15.5K0.08%
Manchester Capital Management LLC210$15.1K0.00%
Strategic Investment Solutions, Inc.205$14.7K0.00%
Trivant Custom Portfolio Group, LLC200$14.3K0.01%
Concord Wealth Partners137$9.82K0.00%
Ahrens Investment Partners LLC87$6.24K0.00%
Rain Capital Management, LLC75$5.38K0.00%
Buck Wealth Strategies, LLC35$2.51K0.00%
Castleview Partners, LLC18$1.29K0.00%
GPS Wealth Strategies Group, LLC17$1.22K0.00%
Assetmark, Inc7$5020.00%
USA Financial Portformulas Corp5$3580.00%
Baystate Wealth Management LLC2$1450.00%
GW&K Investment Management, LLC3$00.00%
Capital Advisors, Ltd. LLC5$00.00%

Sold out (71)

Institutions that held Welltower Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WELL in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Brookfield Asset Management Inc.1,223,793$80.2M
Alyeska Investment Group, L.P.515,417$33.8M
Massachusetts Financial Services Co333,542$21.9M
Point72 Asset Management, L.P.321,200$21.1M
Renaissance Technologies LLC213,963$14.0M
Voloridge Investment Management, LLC161,307$10.6M
Walleye Capital LLC156,274$10.2M
Weiss Multi-Strategy Advisers LLC150,328$9.85M
Twinbeech Capital LP133,959$8.78M
1832 Asset Management L.P.80,000$5.24M
Marshall Wace, LLP69,045$4.53M
Gateway Investment Advisers LLC61,454$4.03M
Maven Securities LTD34,810$2.28M
Natixis29,160$1.91M
Squarepoint Ops LLC28,735$1.88M
Bayesian Capital Management, LP27,200$1.78M
D. E. Shaw & Co., Inc.25,174$1.65M
Parallax Volatility Advisers, L.P.21,639$1.42M
Engineers Gate Manager LP18,941$1.24M
IMC-Chicago, LLC17,706$1.16M
Warwick Investment Management, Inc.17,240$1.13M
Capstone Investment Advisors, LLC14,294$937.0K
Jefferies Financial Group Inc.13,100$858.7K
Quantbot Technologies LP8,667$568.1K
Money Concepts Capital Corp8,306$544.5K
Quantitative Investment Management, LLC7,436$487.0K
Mirabella Financial Services LLP6,895$452.0K
Aviance Capital Partners, LLC6,270$411.0K
FORA Capital, LLC5,756$377.3K
Bailard, Inc.5,753$377.1K
Credit Capital Investments LLC5,500$360.5K
Strategy Asset Managers LLC5,267$345.0K
Eqis Capital Management, Inc.5,144$337.2K
Versor Investments LP4,975$326.1K
Wolverine Asset Management LLC4,925$322.8K
MQS Management LLC4,799$314.6K
Gyon Technologies Capital Management, LP4,549$298.2K
Edgestream Partners, L.P.4,034$264.4K
Sound View Wealth Advisors Group, LLC2,376$214.2K
Lombard Odier Asset Management (Switzerland) SA3,149$206.4K
Armor Investment Advisors, LLC3,145$206.2K
Atom Investors LP3,108$203.7K
Two Sigma Securities, LLC3,100$203.2K
Accurate Wealth Management, LLC2,154$148.6K
Comerica Securities,inc.2,201$144.3K
Glassy Mountain Advisors, Inc.1,416$92.8K
Sentry Investment Management LLC732$48.0K
Antonetti Capital Management LLC695$45.6K
McElhenny Sheffield Capital Management, LLC600$39.3K
Phocas Financial Corp.425$27.9K
Activest Wealth Management340$22.3K
Resurgent Financial Advisors LLC335$22.0K
Heritage Wealth Advisors330$21.6K
EWG Elevate Inc.306$20.1K
Larson Financial Group LLC300$19.7K
Coppell Advisory Solutions LLC300$19.7K
Coppell Advisory Solutions Corp.300$19.7K
Zullo Investment Group, Inc.290$19.0K
WFA of San Diego, LLC100$6.55K
Sofos Investments, Inc.66$5.22K
Sierra Capital LLC55$4.00K
Estabrook Capital Management60$3.93K
Country Trust Bank55$3.60K
First Manhattan Co54$3.54K
Johnson Financial Group, Inc.27$1.77K
Retirement Financial Solutions, LLC24$1.57K
American National Bank15$1.00K
My Personal CFO, LLC9$590
Fiduciary Alliance LLC9$590
Addison Advisors LLC6$393
Lee Financial Co4$262

Not filed for Q1 2023 yet (20)

Institutions that held Welltower Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Hazelview Securities Inc.579,736$38.0M
Allstate Investment Management Co188,267$12.3M
Comerica Bank82,600$5.92M
Seeyond22,357$1.47M
Pendal Group Limited20,814$1.36M
Hotaling Investment Management, LLC19,914$1.30M
Aevitas Wealth Management, Inc.18,108$1.19M
Gallagher Benefit Services, Inc.10,195$668.7K
F3Logic, LLC10,195$668.7K
Laurel Wealth Advisors, Inc.7,601$498.0K
Pacific Sun Financial Corp7,258$475.8K
Panoramic Investment Advisors, LLC6,575$431.0K
Alpha Paradigm Partners, LLC5,296$347.0K
Titleist Asset Management, Ltd.3,061$200.7K
CoreCap Advisors, LLC2,879$188.7K
Sargent Bickham Lagudis LLC1,100$72.1K
Neo Ivy Capital Management468$31.0K
Heritage Wealth Management, LLC326$21.4K
Semmax Financial Advisors Inc.124$9.00K
Abeille Asset Management SA11,172–