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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Welltower Inc. as of Mar 31, 2023. 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
776
−3 vs. Q4 2022
Shares held
481.9M
+11.8M (+2.5%) vs. Q4 2022
Total value
$34.5B
+$3.64B (+11.8%) vs. Q4 2022
New holders
68
283 more added
Sold out
71
263 more reduced

20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 776 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ1 2023: $34.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2022.

Institutions holding WELL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%00.0%Unchanged
GW&K Investment Management, LLC3$00.00%+3New
Capital Advisors, Ltd. LLC5$00.00%+5New
Baystate Wealth Management LLC2$1450.00%+2New
USA Financial Portformulas Corp5$3580.00%+5New
Global Financial Private Client, LLC6$4300.00%00.0%Unchanged
Assetmark, Inc7$5020.00%+7New
RFP Financial Group LLC9$6770.00%00.0%Unchanged
Highline Wealth Partners LLC10$7170.00%00.0%Unchanged
Baker Avenue Asset Management, LP10$7170.00%+5+100.0%Added
Central Bank & Trust Co13$9310.00%−131−91.0%Reduced
Y.D. More Investments Ltd13$9320.00%−3−18.8%Reduced
Eagle Bay Advisors LLC15$1.07K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC17$1.22K0.00%+17New
Castleview Partners, LLC18$1.29K0.00%+18New
TFC Financial Management18$1.30K0.00%+9+100.0%Added
MCF Advisors LLC24$1.72K0.00%00.0%Unchanged
Horizon Bancorp Inc26$2.00K0.00%−175−87.1%Reduced
TD Ameritrade Investment Management, LLC21$2.00K0.00%−8−27.6%Reduced
Carolinas Wealth Consulting LLC29$2.08K0.00%+7+31.8%Added
New England Capital Financial Advisors LLC34$2.44K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC35$2.51K0.00%+35New
Moisand Fitzgerald Tamayo, LLC37$2.65K0.00%00.0%Unchanged
Princeton Global Asset Management LLC37$2.65K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC38$2.74K0.00%00.0%Unchanged
KB Financial Partners, LLC40$3.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC42$3.01K0.00%00.0%Unchanged
Front Row Advisors LLC58$4.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.57$4.09K0.00%+11+23.9%Added
Clean Yield Group63$4.52K0.00%00.0%Unchanged
Abound Wealth Management64$4.59K0.00%+23+56.1%Added
Raffa Wealth Management, LLC73$5.23K0.00%00.0%Unchanged
Rain Capital Management, LLC75$5.38K0.00%+75New
Prestige Wealth Management Group LLC78$5.59K0.00%00.0%Unchanged
Red Tortoise LLC81$5.81K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$5.95K0.00%00.0%Unchanged
Ahrens Investment Partners LLC87$6.24K0.00%+87New
Montag A & Associates Inc92$6.60K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC100$7.00K0.00%00.0%Unchanged
Delta Asset Management LLC100$7.17K0.00%00.0%Unchanged
Barrett & Company, Inc.100$7.17K0.00%00.0%Unchanged
Logan Capital Management Inc100$7.17K0.00%00.0%Unchanged
Trust Co of Vermont100$7.17K0.00%00.0%Unchanged
Kenfarb & Co.100$7.17K0.01%00.0%Unchanged
Piershale Financial Group, Inc.105$7.53K0.01%00.0%Unchanged
Tucker Asset Management LLC106$7.60K0.00%00.0%Unchanged
NewSquare Capital LLC108$7.74K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$8.00K0.00%00.0%Unchanged
Investors Research Corp116$8.32K0.00%00.0%Unchanged
West Paces Advisors Inc.117$8.39K0.00%+17+17.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC121$8.74K0.00%00.0%Unchanged
Financial Management Professionals, Inc.124$9.00K0.00%+65+110.2%Added
Wolff Wiese Magana LLC128$9.18K0.01%00.0%Unchanged
Center for Financial Planning, Inc.133$9.54K0.00%00.0%Unchanged
M&R Capital Management Inc135$9.68K0.00%00.0%Unchanged
Albion Financial Group135$9.68K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$9.82K0.00%00.0%Unchanged
Concord Wealth Partners137$9.82K0.00%+137New
FinTrust Capital Advisors, LLC157$10.3K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.150$10.8K0.00%−300−66.7%Reduced
Cambridge Trust Co150$10.8K0.00%00.0%Unchanged
IMA Wealth, Inc.155$11.1K0.00%00.0%Unchanged
Bellevue Asset Management, LLC162$11.6K0.01%+1+0.6%Added
BDO Wealth Advisors, LLC166$11.9K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.152$12.0K0.01%+10+7.0%Added
Sittner & Nelson, LLC171$12.3K0.01%00.0%Unchanged
JJJ Advisors Inc.166$12.3K0.00%−4−2.4%Reduced
Sound Income Strategies, LLC175$12.5K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.177$12.7K0.01%00.0%Unchanged
Park Place Capital Corp178$12.8K0.00%−1−0.6%Reduced
Bank of New Hampshire182$13.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC184$13.2K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$14.3K0.01%00.0%Unchanged
Community Bank, N.A.200$14.3K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$14.3K0.01%+200New
Armstrong Advisory Group, Inc201$14.4K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.205$14.7K0.00%+205New
Core Alternative Capital209$15.0K0.00%+40+23.7%Added
Asset Dedication, LLC198$15.0K0.00%−3−1.5%Reduced
Manchester Capital Management LLC210$15.1K0.00%+210New
Hollencrest Capital Management215$15.4K0.00%00.0%Unchanged
Ofi Invest Asset Management1,109,044$15.5K0.08%+1,109,044New
Financial Perspectives, Inc216$15.5K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC228$16.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC230$16.5K0.01%00.0%Unchanged
Salem Investment Counselors Inc231$16.6K0.00%00.0%Unchanged
NVWM, LLC245$17.6K0.01%00.0%Unchanged
Raleigh Capital Management Inc.247$17.7K0.01%−107−30.2%Reduced
Oliver Lagore Vanvalin Investment Group250$17.9K0.01%−336−57.3%Reduced
Earnest Partners LLC250$17.9K0.00%00.0%Unchanged
Anchor Investment Management, LLC250$17.9K0.00%00.0%Unchanged
Winch Advisory Services, LLC246$18.0K0.01%+2+0.8%Added
PSI Advisors, LLC263$18.9K0.01%00.0%Unchanged
Manitou Investment Management Ltd.270$19.4K0.00%+270New
Bell Investment Advisors, Inc291$20.9K0.00%−39−11.8%Reduced
Newbridge Financial Services Group, Inc.293$21.0K0.01%−16−5.2%Reduced
JNBA Financial Advisors300$21.5K0.00%00.0%Unchanged
CVA Family Office, LLC310$22.2K0.00%+145+87.9%Added
West Financial Advisors, LLC320$22.9K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.328$23.5K0.00%+3+0.9%Added