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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
Ronald Blue Trust, Inc.373$24.0K0.00%−23−5.8%Reduced
Covestor Ltd330$24.0K0.02%00.0%Unchanged
Piscataqua Savings Bank338$24.2K0.02%00.0%Unchanged
Sunbelt Securities, Inc.343$24.3K0.00%+343New
Silvant Capital Management LLC348$24.9K0.00%00.0%Unchanged
Brown Brothers Harriman & Co351$25.2K0.00%+53+17.8%Added
HHM Wealth Advisors, LLC386$27.7K0.01%00.0%Unchanged
Disciplined Investments, LLC387$27.7K0.01%00.0%Unchanged
Compass Wealth Management LLC400$28.7K0.01%00.0%Unchanged
Cutler Group LP434$31.0K0.00%+434New
Atlas Capital Advisors LLC439$31.5K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.450$32.3K0.01%00.0%Unchanged
Farther Finance Advisors, LLC462$33.1K0.01%+34+7.9%Added
Tilia Fiduciary Partners, Inc.487$34.9K0.03%+1+0.2%Added
HM Payson & Co500$35.8K0.00%−114−18.6%Reduced
Annapolis Financial Services, LLC500$35.8K0.01%00.0%Unchanged
Smithfield Trust Co500$36.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC500$36.0K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC500$36.0K0.01%00.0%Unchanged
North Star Investment Management Corp.516$37.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.530$38.0K0.02%−30−5.4%Reduced
Valley National Advisers Inc500$38.0K0.01%00.0%Unchanged
Colonial Trust Co531$38.1K0.01%00.0%Unchanged
Ellevest, Inc.582$41.7K0.00%−103−15.0%Reduced
Focused Wealth Management, Inc590$42.3K0.01%+1+0.2%Added
Caldwell Trust Co610$43.7K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC679$48.7K0.01%−159−19.0%Reduced
GHP Investment Advisors, Inc.679$48.7K0.00%−64−8.6%Reduced
IAG Wealth Partners, LLC700$50.2K0.01%00.0%Unchanged
Quent Capital, LLC723$51.8K0.01%00.0%Unchanged
Geneos Wealth Management Inc.733$52.5K0.00%−199−21.4%Reduced
Webster Bank, N. A.740$53.1K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt745$53.4K0.01%00.0%Unchanged
Gradient Investments LLC759$54.4K0.00%00.0%Unchanged
Private Trust Co NA769$55.1K0.01%−58−7.0%Reduced
AdvisorNet Financial, Inc783$56.1K0.01%00.0%Unchanged
Old Second National Bank of Aurora808$57.9K0.02%00.0%Unchanged
Trust Co850$60.9K0.01%00.0%Unchanged
Achmea Investment Management B.V.854$61.0K0.00%−9,844−92.0%Reduced
Fairfield Financial Advisors, LTD868$61.6K0.03%+7+0.8%Added
Deseret Mutual Benefit Administrators863$61.9K0.02%00.0%Unchanged
Optimum Investment Advisors905$64.9K0.03%−498−35.5%Reduced
Harvest Fund Management Co., Ltd915$66.0K0.01%00.0%Unchanged
Bollard Group LLC929$67.0K0.00%00.0%Unchanged
Clear Street Markets LLC929$67.0K0.02%+352+61.0%Added
Private Ocean, LLC948$68.0K0.01%+38+4.2%Added
Glassman Wealth Services973$69.8K0.01%−1,218−55.6%Reduced
International Assets Investment Management, LLC976$70.0K0.01%+976New
Massmutual Trust Co FSB978$70.1K0.00%+192+24.4%Added
Belpointe Asset Management LLC984$70.5K0.00%+230+30.5%Added
Accel Wealth Management1,005$72.0K0.03%−200−16.6%Reduced
Rosenberg Matthew Hamilton1,008$72.3K0.02%00.0%Unchanged
Beacon Capital Management, LLC1,030$73.8K0.02%−113−9.9%Reduced
Grove Bank & Trust1,030$73.8K0.02%+85+9.0%Added
Paradigm Asset Management Co LLC1,038$74.4K0.02%−50−4.6%Reduced
City State Bank1,058$76.0K0.04%00.0%Unchanged
ICA Group Wealth Management, LLC1,084$77.7K0.02%00.0%Unchanged
Washington Trust Co1,090$78.1K0.00%00.0%Unchanged
Arcadia Investment Management Corp1,101$78.9K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,108$79.4K0.02%+9+0.8%Added
Creative Financial Designs Inc1,143$81.9K0.01%−92−7.4%Reduced
Emfo, LLC1,150$82.4K0.08%00.0%Unchanged
Key Financial Inc1,167$83.7K0.03%00.0%Unchanged
Zions Bancorporation, N.A.1,172$84.0K0.01%−40−3.3%Reduced
SJS Investment Consulting Inc.1,173$84.1K0.02%00.0%Unchanged
Capital Analysts, LLC1,186$85.0K0.00%−129−9.8%Reduced
Westside Investment Management, Inc.1,200$86.0K0.03%00.0%Unchanged
Clearstead Advisors, LLC1,208$86.6K0.01%+30+2.5%Added
First Horizon Advisors, Inc.1,216$87.2K0.00%−457−27.3%Reduced
Aspire Private Capital, LLC1,221$87.5K0.03%+2+0.2%Added
Edmond de Rothschild Holding S.A.1,255$90.0K0.00%−1,042−45.4%Reduced
MV Capital Management, Inc.1,255$90.0K0.01%+32+2.6%Added
Ci Investments Inc.1,253$90.0K0.00%−48−3.7%Reduced
ING Groep NV1,258$90.2K0.00%−66,985−98.2%Reduced
TCTC Holdings, LLC1,262$90.5K0.00%+412+48.5%Added
Alta Advisers Ltd1,300$93.2K0.06%00.0%Unchanged
Harbour Investments, Inc.1,317$94.4K0.01%−55−4.0%Reduced
Riverview Trust Co1,342$96.2K0.09%+100+8.1%Added
EverSource Wealth Advisors, LLC1,429$102.4K0.01%+109+8.3%Added
Cary Street Partner Investment Advisory LLC1,469$105.3K0.01%00.0%Unchanged
Allworth Financial LP1,486$106.5K0.00%+16+1.1%Added
Hanson & Doremus Investment Management1,500$108.0K0.02%00.0%Unchanged
Lazard Asset Management LLC1,565$112.0K0.00%+1,520+3,377.8%Added
Stonebridge Capital Advisors LLC1,576$113.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC1,596$114.4K0.02%+28+1.8%Added
Parkside Financial Bank & Trust1,638$117.4K0.03%+69+4.4%Added
Parallel Advisors, LLC1,708$122.5K0.00%+136+8.7%Added
TD Waterhouse Canada Inc.1,732$124.2K0.00%−36−2.0%Reduced
Colonial Trust Advisors1,743$125.0K0.01%00.0%Unchanged
Carmel Capital Partners, LLC1,744$125.0K0.07%+1,744New
Harel Insurance Investments & Financial Services Ltd.1,850$131.0K0.00%+1,850New
Spire Wealth Management1,923$137.9K0.01%+990+106.1%Added
Motco1,952$139.9K0.01%+83+4.4%Added
Federation des caisses Desjardins du Quebec1,962$140.7K0.00%+289+17.3%Added
IFP Advisors, Inc2,455$142.4K0.01%−3,254−57.0%Reduced
Lindbrook Capital, LLC2,048$146.8K0.02%+52+2.6%Added
Caldwell Sutter Capital, Inc.2,138$153.3K0.11%+538+33.6%Added
Pflug Koory, LLC2,215$158.8K0.09%00.0%Unchanged
Pathway Financial Advisers, LLC2,320$166.2K0.07%+36+1.6%Added
Bessemer Group Inc2,434$174.0K0.00%+102+4.4%Added