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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 2,580 | $185.0K | 0.00% | −90−3.4% | Reduced |
| Register Financial Advisors LLC | 2,600 | $186.4K | 0.15% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,700 | $193.6K | 0.00% | +2,700 | New |
| Dividend Assets Capital, LLC | 3,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $200.9K | 0.19% | +2,802 | New |
| Everhart Financial Group, Inc. | 2,857 | $204.8K | 0.09% | +2,857 | New |
| Van Hulzen Asset Management, LLC | 2,900 | $208.0K | 0.02% | +2,900 | New |
| Insigneo Advisory Services, LLC | 2,969 | $211.3K | 0.07% | +2,969 | New |
| Mutual Advisors, LLC | 2,953 | $211.7K | 0.01% | +2,953 | New |
| Los Angeles Capital Management LLC | 2,960 | $212.2K | 0.00% | +2,960 | New |
| Conning Inc. | 3,010 | $215.8K | 0.01% | +3,010 | New |
| Atlantic Trust, LLC | 3,024 | $216.8K | 0.07% | −16−0.5% | Reduced |
| Change Path, LLC | 3,027 | $217.0K | 0.01% | +3,027 | New |
| Schechter Investment Advisors, LLC | 3,031 | $217.3K | 0.02% | +3,031 | New |
| Whittier Trust Co of Nevada Inc | 3,048 | $218.5K | 0.01% | +7+0.2% | Added |
| Great Valley Advisor Group, Inc. | 3,047 | $218.7K | 0.01% | +3,047 | New |
| Titleist Asset Management, LLC | 3,087 | $221.3K | 0.05% | +3,087 | New |
| Bokf, NA | 3,087 | $221.3K | 0.00% | −19,918−86.6% | Reduced |
| Benjamin Edwards Inc | 3,100 | $222.0K | 0.05% | +2,518+432.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,118 | $223.5K | 0.02% | +3,118 | New |
| J.W. Cole Advisors, Inc. | 3,127 | $224.2K | 0.02% | −26−0.8% | Reduced |
| HB Wealth Management, LLC | 3,166 | $227.0K | 0.00% | +3,166 | New |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $227.0K | 0.20% | −616−16.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,126 | $227.9K | 0.01% | −1,140−26.7% | Reduced |
| Shelton Capital Management | 3,192 | $228.8K | 0.01% | +3,192 | New |
| Savant Capital, LLC | 3,192 | $228.9K | 0.00% | +3,192 | New |
| Equitable Holdings, Inc. | 3,214 | $230.4K | 0.00% | +3,214 | New |
| Beech Hill Advisors, Inc. | 3,250 | $233.0K | 0.12% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,494 | $236.5K | 0.00% | −1,637−39.6% | Reduced |
| Evergreen Capital Management LLC | 3,309 | $237.2K | 0.01% | +3,309 | New |
| Rehmann Capital Advisory Group | 3,330 | $238.8K | 0.02% | +245+7.9% | Added |
| Ballentine Partners, LLC | 3,360 | $240.9K | 0.01% | +3,360 | New |
| Bogart Wealth, LLC | 3,384 | $242.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $244.0K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 3,406 | $244.2K | 0.16% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,422 | $245.3K | 0.08% | +3,422 | New |
| Pathstone Family Office, LLC | 3,874 | $247.5K | 0.00% | −6,439−62.4% | Reduced |
| Wedmont Private Capital | 3,421 | $249.1K | 0.03% | +3,421 | New |
| Mosaic Family Wealth Partners, LLC | 3,500 | $250.9K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,511 | $251.7K | 0.09% | +16+0.5% | Added |
| Proequities, Inc. | 3,533 | $253.3K | 0.02% | −4−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 3,541 | $253.9K | 0.05% | −52−1.4% | Reduced |
| Blueprint Investment Partners LLC | 3,580 | $256.6K | 0.06% | +3,580 | New |
| Diversified Trust Co | 3,595 | $257.7K | 0.01% | +3,595 | New |
| V-Square Quantitative Management LLC | 3,662 | $262.5K | 0.24% | +3,662 | New |
| Cypress Capital Group | 3,687 | $264.3K | 0.04% | +225+6.5% | Added |
| Landscape Capital Management, L.L.C. | 3,709 | $265.9K | 0.04% | −10,513−73.9% | Reduced |
| Independent Financial Group, LLC | 3,710 | $265.9K | 0.02% | +3,710 | New |
| Benjamin F. Edwards & Company, Inc. | 3,714 | $266.0K | 0.01% | −648−14.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,759 | $269.5K | 0.06% | −449−10.7% | Reduced |
| Boston Private Wealth LLC | 3,779 | $270.9K | 0.00% | −2,180−36.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,782 | $271.1K | 0.01% | +3,782 | New |
| M&G Investment Management Ltd | 3,772 | $271.6K | 0.00% | −459−10.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,824 | $274.2K | 0.01% | −341−8.2% | Reduced |
| Whalerock Point Partners, LLC | 3,830 | $274.6K | 0.10% | +150+4.1% | Added |
| Southland Equity Partners LLC | 3,836 | $275.0K | 0.11% | +20+0.5% | Added |
| Bowman & Co S.C. | 3,836 | $275.0K | 0.20% | +2+0.1% | Added |
| Wendell David Associates Inc | 3,850 | $276.0K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,864 | $277.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,886 | $278.6K | 0.01% | −96−2.4% | Reduced |
| SFMG, LLC | 3,902 | $279.7K | 0.03% | +108+2.8% | Added |
| Flputnam Investment Management Co | 3,964 | $284.2K | 0.01% | −150−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $284.5K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,977 | $285.1K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,029 | $288.8K | 0.03% | −53−1.3% | Reduced |
| Visionary Wealth Advisors | 4,069 | $291.7K | 0.02% | −175−4.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,101 | $294.0K | 0.25% | −545−11.7% | Reduced |
| First American Trust, FSB | 4,124 | $296.0K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,138 | $296.6K | 0.15% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 4,230 | $303.0K | 0.14% | +4,230 | New |
| Weybosset Research & Management LLC | 4,300 | $308.0K | 0.12% | +150+3.6% | Added |
| Investment Advisory Services Inc | 4,305 | $308.6K | 0.15% | −56−1.3% | Reduced |
| AlphaCore Capital LLC | 4,310 | $309.0K | 0.08% | +50+1.2% | Added |
| Good Life Advisors, LLC | 4,368 | $313.2K | 0.04% | +80+1.9% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $315.2K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,447 | $318.8K | 0.00% | +577+14.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,454 | $319.5K | 0.02% | −32−0.7% | Reduced |
| Balentine LLC | 4,522 | $324.2K | 0.01% | −285−5.9% | Reduced |
| Orion Capital Management LLC | 4,530 | $324.8K | 0.22% | −60−1.3% | Reduced |
| Abbrea Capital, LLC | 4,563 | $327.0K | 0.06% | −140−3.0% | Reduced |
| Nations Financial Group Inc, | 4,602 | $330.0K | 0.03% | +1,048+29.5% | Added |
| Prudent Man Advisors, LLC | 4,617 | $331.0K | 0.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,620 | $331.3K | 0.01% | +769+20.0% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $333.9K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,681 | $336.0K | 0.00% | +2,448+109.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,719 | $338.3K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,726 | $338.8K | 0.26% | −328−6.5% | Reduced |
| HF Advisory Group, LLC | 4,738 | $339.7K | 0.30% | −3−0.1% | Reduced |
| Texas Yale Capital Corp. | 4,755 | $340.9K | 0.02% | +5+0.1% | Added |
| Proficio Capital Partners LLC | 4,772 | $342.1K | 0.05% | −100−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 4,783 | $342.9K | 0.00% | −18,316−79.3% | Reduced |
| LCNB Corp | 4,810 | $344.8K | 0.16% | −10−0.2% | Reduced |
| Tower Bridge Advisors | 4,850 | $347.7K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,927 | $353.2K | 0.20% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,995 | $358.0K | 0.01% | +125+2.6% | Added |
| Clarius Group, LLC | 5,022 | $360.0K | 0.03% | −22−0.4% | Reduced |
| Davenport & Co LLC | 5,026 | $360.2K | 0.00% | +254+5.3% | Added |
| Integrated Advisors Network LLC | 5,034 | $360.9K | 0.02% | +21+0.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $362.8K | 0.37% | 00.0% | Unchanged |
| First International Bank & Trust | 5,072 | $363.6K | 0.12% | −287−5.4% | Reduced |