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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,111 | $366.4K | 0.02% | +729+16.6% | Added |
| First Hawaiian Bank | 5,147 | $369.0K | 0.01% | +16+0.3% | Added |
| DRW Securities, LLC | 5,265 | $377.0K | 0.06% | +74+1.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,313 | $380.9K | 0.03% | +5,313 | New |
| Farmers & Merchants Investments Inc | 5,342 | $383.0K | 0.02% | −847−13.7% | Reduced |
| Federated Hermes, Inc. | 5,361 | $384.3K | 0.00% | +535+11.1% | Added |
| Jones Financial Companies LLLP | 5,398 | $387.0K | 0.00% | −380−6.6% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $394.0K | 0.20% | 00.0% | Unchanged |
| Sara-Bay Financial | 5,547 | $397.7K | 0.20% | −1,427−20.5% | Reduced |
| Glenview Trust Co | 5,562 | $398.7K | 0.01% | −100−1.8% | Reduced |
| FJ Capital Management LLC | 5,592 | $400.9K | 0.05% | +1,433+34.5% | Added |
| HighTower Trust Services, LTA | 5,925 | $401.9K | 0.04% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,947 | $403.7K | 0.30% | +320+5.7% | Added |
| Associated Banc-Corp | 5,631 | $403.7K | 0.02% | −1,300−18.8% | Reduced |
| Johnson Investment Counsel Inc | 5,656 | $405.5K | 0.01% | +5,656 | New |
| Cigna Investments Inc | 5,684 | $407.0K | 0.08% | −105−1.8% | Reduced |
| Baldwin Brothers Inc | 5,700 | $408.6K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,732 | $410.9K | 0.08% | +533+10.3% | Added |
| Ameritas Investment Partners, Inc. | 5,808 | $416.4K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,604 | $418.3K | 0.07% | +4,604 | New |
| IHT Wealth Management, LLC | 5,852 | $419.5K | 0.02% | −1,152−16.4% | Reduced |
| Umb Bank N A | 5,926 | $424.8K | 0.01% | −469−7.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,103 | $437.5K | 0.01% | −105−1.7% | Reduced |
| Coldstream Capital Management Inc | 6,135 | $439.8K | 0.01% | +923+17.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $441.5K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,172 | $442.0K | 0.01% | −14,740−70.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,278 | $450.1K | 0.02% | −6,072−49.2% | Reduced |
| Horizon Investments, LLC | 6,425 | $457.1K | 0.01% | −1,270−16.5% | Reduced |
| Hendershot Investments Inc. | 6,427 | $460.8K | 0.08% | −803−11.1% | Reduced |
| Dudley Capital Management, LLC | 6,450 | $462.4K | 0.32% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,502 | $466.1K | 0.01% | +701+12.1% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $471.0K | 0.17% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 6,617 | $474.0K | 0.06% | +1,932+41.2% | Added |
| Meeder Advisory Services, Inc. | 6,638 | $475.9K | 0.05% | +1,324+24.9% | Added |
| Greenleaf Trust | 6,673 | $478.4K | 0.01% | +398+6.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,823 | $489.1K | 0.30% | +10.0% | Added |
| GWM Advisors LLC | 6,955 | $498.6K | 0.01% | −569−7.6% | Reduced |
| Quadrant Capital Group LLC | 7,021 | $503.3K | 0.05% | +123+1.8% | Added |
| Lincoln National Corp | 7,181 | $514.8K | 0.01% | +244+3.5% | Added |
| Stephens Inc | 7,235 | $518.7K | 0.01% | −14−0.2% | Reduced |
| Profund Advisors LLC | 7,279 | $521.8K | 0.03% | −2,244−23.6% | Reduced |
| Summit Financial Group Inc | 7,353 | $527.1K | 0.21% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,458 | $534.7K | 0.32% | +7,458 | New |
| Monetary Management Group Inc | 7,575 | $543.1K | 0.16% | −500−6.2% | Reduced |
| Greenland Capital Management LP | 7,705 | $552.4K | 0.07% | +7,705 | New |
| Madden Advisory Services, Inc. | 7,763 | $556.5K | 0.39% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,797 | $559.0K | 0.30% | +34+0.4% | Added |
| Prospera Financial Services Inc | 7,878 | $565.0K | 0.02% | −79−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,898 | $566.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,083 | $579.5K | 0.04% | +2,099+35.1% | Added |
| Values First Advisors, Inc. | 8,094 | $580.3K | 0.37% | +355+4.6% | Added |
| Veritable, L.P. | 8,106 | $581.1K | 0.01% | −427−5.0% | Reduced |
| NewEdge Wealth, LLC | 8,127 | $582.7K | 0.02% | +1,549+23.5% | Added |
| TD Private Client Wealth LLC | 8,137 | $583.3K | 0.03% | −23−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,210 | $588.6K | 0.06% | −399−4.6% | Reduced |
| Wetherby Asset Management Inc | 8,346 | $598.3K | 0.04% | +1,261+17.8% | Added |
| Ingalls & Snyder LLC | 8,351 | $599.0K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,376 | $600.5K | 0.01% | +3,337+66.2% | Added |
| Moody National Bank Trust Division | 8,382 | $600.9K | 0.05% | −203−2.4% | Reduced |
| Global Retirement Partners, LLC | 7,807 | $605.2K | 0.03% | +2,548+48.5% | Added |
| PFG Investments, LLC | 8,491 | $608.8K | 0.12% | +8,491 | New |
| Whittier Trust Co | 8,526 | $611.2K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 8,592 | $616.0K | 0.61% | −130−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,597 | $616.3K | 0.02% | −740−7.9% | Reduced |
| Oxford Financial Group Ltd | 8,638 | $619.3K | 0.07% | −1,675−16.2% | Reduced |
| Warren Averett Asset Management, LLC | 8,684 | $622.6K | 0.03% | −170−1.9% | Reduced |
| Bridgewater Associates, LP | 8,707 | $624.2K | 0.00% | −12,700−59.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,725 | $625.0K | 0.20% | −158−1.8% | Reduced |
| Schnieders Capital Management LLC | 8,821 | $632.4K | 0.14% | −150−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,834 | $633.3K | 0.00% | −66,200−88.2% | Reduced |
| BBJS Financial Advisors, LLC | 8,908 | $638.6K | 0.26% | +2,227+33.3% | Added |
| AE Wealth Management LLC | 9,058 | $649.4K | 0.00% | −1,211−11.8% | Reduced |
| Huntington National Bank | 9,116 | $653.5K | 0.01% | +898+10.9% | Added |
| Atlantic Union Bankshares Corp | 9,125 | $654.2K | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 9,148 | $656.0K | 0.06% | +955+11.7% | Added |
| Penserra Capital Management LLC | 9,320 | $666.0K | 0.01% | −178−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,556 | $685.1K | 0.05% | +1,933+25.4% | Added |
| Wexford Capital LP | 9,668 | $693.1K | 0.14% | −7,572−43.9% | Reduced |
| Veriti Management LLC | 9,695 | $695.0K | 0.08% | +1,116+13.0% | Added |
| CWM, LLC | 9,721 | $697.0K | 0.00% | +399+4.3% | Added |
| M Holdings Securities, Inc. | 9,741 | $698.0K | 0.07% | −7,233−42.6% | Reduced |
| Jeppson Wealth Management, LLC | 9,809 | $703.2K | 0.31% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,919 | $711.2K | 0.03% | +279+2.9% | Added |
| Panagora Asset Management Inc | 9,934 | $712.2K | 0.00% | −5,720−36.5% | Reduced |
| Lido Advisors, LLC | 9,985 | $715.8K | 0.01% | +2,264+29.3% | Added |
| American Assets Investment Management, LLC | 10,000 | $716.9K | 0.08% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 10,007 | $717.8K | 0.06% | +10,007 | New |
| Avantax Advisory Services, Inc. | 10,181 | $729.9K | 0.01% | −575−5.3% | Reduced |
| Andra AP-fonden | 10,200 | $731.2K | 0.02% | −24,300−70.4% | Reduced |
| Pearl River Capital, LLC | 10,237 | $733.9K | 0.12% | −17,224−62.7% | Reduced |
| Fulcrum Capital LLC | 10,256 | $735.3K | 0.20% | −711−6.5% | Reduced |
| Exchange Traded Concepts, LLC | 10,416 | $746.7K | 0.02% | +4,366+72.2% | Added |
| Independent Advisor Alliance | 10,491 | $752.1K | 0.04% | +400+4.0% | Added |
| Gamco Investors, Inc. Et Al | 10,500 | $752.7K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 10,529 | $754.8K | 0.02% | −272−2.5% | Reduced |
| Imprint Wealth LLC | 10,569 | $757.7K | 0.50% | +10,569 | New |
| Gray Wealth Management Inc. | 10,682 | $765.8K | 0.42% | −171−1.6% | Reduced |
| Quantinno Capital Management LP | 10,742 | $770.0K | 0.05% | +1,625+17.8% | Added |
| Summit Global Investments | 10,759 | $771.0K | 0.06% | +50.0% | Added |
| Snowden Capital Advisors LLC | 10,758 | $771.2K | 0.03% | +822+8.3% | Added |