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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
Money Concepts Capital Corp0$00.00%−8,306−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−7,436−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−6,895−100.0%Sold out
Aviance Capital Partners, LLC0$00.00%−6,270−100.0%Sold out
FORA Capital, LLC0$00.00%−5,756−100.0%Sold out
Bailard, Inc.0$00.00%−5,753−100.0%Sold out
Credit Capital Investments LLC0$00.00%−5,500−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−5,267−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−5,144−100.0%Sold out
Versor Investments LP0$00.00%−4,975−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−4,925−100.0%Sold out
MQS Management LLC0$00.00%−4,799−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,549−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−4,034−100.0%Sold out
Sound View Wealth Advisors Group, LLC0$00.00%−2,376−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,149−100.0%Sold out
Armor Investment Advisors, LLC0$00.00%−3,145−100.0%Sold out
Atom Investors LP0$00.00%−3,108−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,100−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−2,154−100.0%Sold out
Comerica Securities,inc.0$00.00%−2,201−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−1,416−100.0%Sold out
Sentry Investment Management LLC0$00.00%−732−100.0%Sold out
Antonetti Capital Management LLC0$00.00%−695−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−600−100.0%Sold out
Phocas Financial Corp.0$00.00%−425−100.0%Sold out
Activest Wealth Management0$00.00%−340−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−335−100.0%Sold out
Heritage Wealth Advisors0$00.00%−330−100.0%Sold out
EWG Elevate Inc.0$00.00%−306−100.0%Sold out
Larson Financial Group LLC0$00.00%−300−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−300−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−300−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−290−100.0%Sold out
WFA of San Diego, LLC0$00.00%−100−100.0%Sold out
Sofos Investments, Inc.0$00.00%−66−100.0%Sold out
Sierra Capital LLC0$00.00%−55−100.0%Sold out
Estabrook Capital Management0$00.00%−60−100.0%Sold out
Country Trust Bank0$00.00%−55−100.0%Sold out
First Manhattan Co0$00.00%−54−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−27−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−24−100.0%Sold out
American National Bank0$00.00%−15−100.0%Sold out
My Personal CFO, LLC0$00.00%−9−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−9−100.0%Sold out
Addison Advisors LLC0$00.00%−6−100.0%Sold out
Lee Financial Co0$00.00%−4−100.0%Sold out
Hazelview Securities Inc.––––Not filed
Allstate Investment Management Co––––Not filed
Comerica Bank––––Not filed
Seeyond––––Not filed
Pendal Group Limited––––Not filed
Hotaling Investment Management, LLC––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Gallagher Benefit Services, Inc.––––Not filed
F3Logic, LLC––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Pacific Sun Financial Corp––––Not filed
Panoramic Investment Advisors, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Titleist Asset Management, Ltd.––––Not filed
CoreCap Advisors, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Heritage Wealth Management, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Abeille Asset Management SA––––Not filed