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 |
|---|---|---|---|---|---|
| NFP Retirement, Inc. | 10,775 | $772.5K | 0.15% | +26+0.2% | Added |
| Wambolt & Associates, LLC | 10,774 | $772.8K | 0.27% | +9+0.1% | Added |
| Brinker Capital Investments, LLC | 10,925 | $783.2K | 0.01% | +4,991+84.1% | Added |
| Orion Portfolio Solutions, LLC | 10,925 | $783.2K | 0.01% | +6,646+155.3% | Added |
| AlphaCentric Advisors LLC | 11,059 | $792.8K | 0.55% | 00.0% | Unchanged |
| United Services Automobile Association | 11,305 | $810.5K | 0.03% | −7,206−38.9% | Reduced |
| Park Avenue Securities LLC | 11,317 | $811.0K | 0.01% | +1,231+12.2% | Added |
| Exos TFP Holdings LLC | 11,473 | $822.5K | 0.21% | +5,866+104.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,575 | $829.8K | 0.36% | −9−0.1% | Reduced |
| Bleakley Financial Group, LLC | 11,654 | $835.5K | 0.03% | +1,573+15.6% | Added |
| Sawtooth Solutions, LLC | 11,659 | $835.8K | 0.02% | +4,753+68.8% | Added |
| Alberta Investment Management Corp | 11,700 | $838.8K | 0.01% | +11,700 | New |
| Ensign Peak Advisors, Inc | 11,800 | $845.9K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,905 | $853.5K | 0.02% | +1,199+11.2% | Added |
| Mirova | 12,070 | $865.3K | 0.12% | −193−1.6% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $888.0K | 1.10% | 00.0% | Unchanged |
| Ossiam | 12,397 | $888.7K | 0.02% | −3,372−21.4% | Reduced |
| Arkadios Wealth Advisors | 12,673 | $908.5K | 0.11% | −7−0.1% | Reduced |
| Vanderbilt University | 12,932 | $927.1K | 0.23% | +1,680+14.9% | Added |
| JLP Asset Management, LLC | 13,000 | $932.0K | 0.62% | +13,000 | New |
| Jane Street Group, LLC | 13,243 | $949.4K | 0.00% | +4,694+54.9% | Added |
| Ieq Capital, LLC | 13,320 | $954.9K | 0.02% | +54+0.4% | Added |
| Welch Group, LLC | 13,400 | $960.6K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 13,515 | $968.9K | 0.44% | 00.0% | Unchanged |
| Credit Agricole S A | 13,537 | $970.5K | 0.04% | +6,948+105.4% | Added |
| Everence Capital Management Inc | 13,540 | $971.0K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,553 | $972.0K | 0.02% | +8,449+165.5% | Added |
| Advance Capital Management, Inc. | 13,588 | $974.1K | 0.17% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,676 | $980.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,808 | $989.9K | 0.01% | −545−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 14,172 | $1.02M | 0.03% | −1,354−8.7% | Reduced |
| Citadel Advisors LLC | 14,285 | $1.02M | 0.00% | −414,769−96.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,413 | $1.03M | 0.01% | +2,621+22.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,519 | $1.04M | 0.00% | −252−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,852 | $1.06M | 0.03% | +42+0.3% | Added |
| NTV Asset Management LLC | 14,946 | $1.07M | 0.20% | −300−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 14,975 | $1.07M | 0.02% | −531−3.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $1.08M | 0.83% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,229 | $1.09M | 0.10% | −3,850−20.2% | Reduced |
| Wesbanco Bank Inc | 15,233 | $1.09M | 0.05% | −919−5.7% | Reduced |
| Ancora Advisors, LLC | 15,314 | $1.10M | 0.03% | −883−5.5% | Reduced |
| O'Rourke & Company, Inc | 15,479 | $1.11M | 0.85% | +369+2.4% | Added |
| Bard Associates Inc | 15,712 | $1.13M | 0.47% | −225−1.4% | Reduced |
| Colony Group LLC | 15,847 | $1.14M | 0.02% | −2,429−13.3% | Reduced |
| Cascade Investment Advisors, Inc. | 16,077 | $1.15M | 0.91% | −50−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,307 | $1.17M | 0.02% | +367+2.3% | Added |
| Atria Investments LLC | 16,541 | $1.19M | 0.02% | +16,541 | New |
| American Financial Advisors, LLC | 16,570 | $1.19M | 0.19% | −22−0.1% | Reduced |
| PFG Advisors | 16,721 | $1.20M | 0.10% | −1,618−8.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,813 | $1.21M | 0.10% | +207+1.2% | Added |
| Advisor Partners II, LLC | 16,877 | $1.21M | 0.07% | +2,457+17.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,923 | $1.21M | 0.03% | −20,995−55.4% | Reduced |
| Toroso Investments, LLC | 16,923 | $1.21M | 0.04% | +813+5.0% | Added |
| Assenagon Asset Management S.A. | 17,528 | $1.26M | 0.00% | +151+0.9% | Added |
| APG Asset Management N.V. | 19,150 | $1.26M | 0.00% | −26,676−58.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,640 | $1.26M | 0.27% | +250+1.4% | Added |
| Brookstone Capital Management | 17,002 | $1.28M | 0.02% | +3,655+27.4% | Added |
| Busey Wealth Management | 18,096 | $1.30M | 0.05% | −519−2.8% | Reduced |
| Dean Investment Associates, LLC | 18,468 | $1.32M | 0.21% | +3,014+19.5% | Added |
| Broderick Brian C | 18,500 | $1.33M | 0.37% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 18,974 | $1.36M | 0.01% | −11,705−38.2% | Reduced |
| Wealthfront Advisers LLC | 19,101 | $1.37M | 0.01% | +2,375+14.2% | Added |
| Edgemoor Investment Advisors, Inc. | 19,110 | $1.37M | 0.17% | −1,003−5.0% | Reduced |
| Ethic Inc. | 19,259 | $1.38M | 0.06% | +9,418+95.7% | Added |
| Perpetual Ltd | 19,564 | $1.40M | 0.01% | +19,564 | New |
| Cetera Advisors LLC | 19,591 | $1.40M | 0.02% | +4,937+33.7% | Added |
| D.A. Davidson & Co. | 19,861 | $1.42M | 0.02% | +561+2.9% | Added |
| Oppenheimer & Co Inc | 20,119 | $1.44M | 0.03% | +767+4.0% | Added |
| Naviter Wealth, LLC | 20,150 | $1.44M | 0.51% | +1,912+10.5% | Added |
| Liberty Capital Management, Inc. | 20,701 | $1.48M | 0.49% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 21,704 | $1.56M | 0.06% | +1,800+9.0% | Added |
| Spirit of America Management Corp | 21,725 | $1.56M | 0.35% | −910−4.0% | Reduced |
| New Mexico Educational Retirement Board | 21,848 | $1.57M | 0.08% | −700−3.1% | Reduced |
| Old North State Wealth Management, LLC | 21,890 | $1.57M | 1.47% | +2,824+14.8% | Added |
| Raymond James Trust N.A. | 21,962 | $1.57M | 0.05% | +3,053+16.1% | Added |
| Sumitomo Life Insurance Co | 22,344 | $1.60M | 0.13% | −164−0.7% | Reduced |
| Metis Global Partners, LLC | 22,511 | $1.61M | 0.10% | +2,985+15.3% | Added |
| Capital Investment Advisors, LLC | 22,650 | $1.62M | 0.05% | −503−2.2% | Reduced |
| MAI Capital Management | 22,735 | $1.63M | 0.03% | +256+1.1% | Added |
| Avitas Wealth Management LLC | 22,747 | $1.63M | 0.32% | −233−1.0% | Reduced |
| Forte Capital LLC | 23,232 | $1.67M | 0.25% | −230−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 23,326 | $1.67M | 0.03% | +1,326+6.0% | Added |
| Agf Management Ltd | 23,378 | $1.68M | 0.01% | +6,762+40.7% | Added |
| DuPont Capital Management Corp | 23,485 | $1.68M | 0.08% | −5,176−18.1% | Reduced |
| Wolverine Trading, LLC | 23,894 | $1.70M | 0.05% | +23,894 | New |
| Baird Financial Group, Inc. | 23,656 | $1.70M | 0.00% | +286+1.2% | Added |
| DoubleLine ETF Adviser LP | 23,739 | $1.70M | 0.73% | +2,757+13.1% | Added |
| United Capital Financial Advisers, LLC | 24,763 | $1.78M | 0.01% | −5,410−17.9% | Reduced |
| Commerzbank Aktiengesellschaft | 25,096 | $1.80M | 0.10% | +568+2.3% | Added |
| Pensionfund Sabic | 25,259 | $1.81M | 0.63% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 25,340 | $1.82M | 0.83% | −34,232−57.5% | Reduced |
| Private Advisor Group, LLC | 25,731 | $1.84M | 0.02% | −1,443−5.3% | Reduced |
| Commerce Bank | 25,949 | $1.86M | 0.01% | +121+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 26,811 | $1.92M | 0.03% | +831+3.2% | Added |
| CI Private Wealth, LLC | 26,966 | $1.94M | 0.01% | +12,261+83.4% | Added |
| Ostrum Asset Management | 27,200 | $1.95M | 0.17% | +27,200 | New |
| Crossmark Global Holdings, Inc. | 27,253 | $1.95M | 0.05% | +253+0.9% | Added |
| Lincluden Management Ltd | 27,371 | $1.96M | 0.23% | −12,511−31.4% | Reduced |
| Romano Brothers and Company | 27,608 | $1.98M | 0.31% | −795−2.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,681 | $1.98M | 0.27% | +921+3.4% | Added |