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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 21,962 | $1.57M | 0.05% | +3,053+16.1% | Added |
| Old North State Wealth Management, LLC | 21,890 | $1.57M | 1.47% | +2,824+14.8% | Added |
| New Mexico Educational Retirement Board | 21,848 | $1.57M | 0.08% | −700−3.1% | Reduced |
| Spirit of America Management Corp | 21,725 | $1.56M | 0.35% | −910−4.0% | Reduced |
| E. Ohman J:or Asset Management AB | 21,704 | $1.56M | 0.06% | +1,800+9.0% | Added |
| Liberty Capital Management, Inc. | 20,701 | $1.48M | 0.49% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 20,150 | $1.44M | 0.51% | +1,912+10.5% | Added |
| Oppenheimer & Co Inc | 20,119 | $1.44M | 0.03% | +767+4.0% | Added |
| D.A. Davidson & Co. | 19,861 | $1.42M | 0.02% | +561+2.9% | Added |
| Cetera Advisors LLC | 19,591 | $1.40M | 0.02% | +4,937+33.7% | Added |
| Perpetual Ltd | 19,564 | $1.40M | 0.01% | +19,564 | New |
| Ethic Inc. | 19,259 | $1.38M | 0.06% | +9,418+95.7% | Added |
| Edgemoor Investment Advisors, Inc. | 19,110 | $1.37M | 0.17% | −1,003−5.0% | Reduced |
| Wealthfront Advisers LLC | 19,101 | $1.37M | 0.01% | +2,375+14.2% | Added |
| Vontobel Holding Ltd. | 18,974 | $1.36M | 0.01% | −11,705−38.2% | Reduced |
| Broderick Brian C | 18,500 | $1.33M | 0.37% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 18,468 | $1.32M | 0.21% | +3,014+19.5% | Added |
| Busey Wealth Management | 18,096 | $1.30M | 0.05% | −519−2.8% | Reduced |
| Brookstone Capital Management | 17,002 | $1.28M | 0.02% | +3,655+27.4% | Added |
| Sompo Asset Management Co., Ltd. | 17,640 | $1.26M | 0.27% | +250+1.4% | Added |
| APG Asset Management N.V. | 19,150 | $1.26M | 0.00% | −26,676−58.2% | Reduced |
| Assenagon Asset Management S.A. | 17,528 | $1.26M | 0.00% | +151+0.9% | 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 |
| Advisor Partners II, LLC | 16,877 | $1.21M | 0.07% | +2,457+17.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,813 | $1.21M | 0.10% | +207+1.2% | Added |
| PFG Advisors | 16,721 | $1.20M | 0.10% | −1,618−8.8% | Reduced |
| American Financial Advisors, LLC | 16,570 | $1.19M | 0.19% | −22−0.1% | Reduced |
| Atria Investments LLC | 16,541 | $1.19M | 0.02% | +16,541 | New |
| Steward Partners Investment Advisory, LLC | 16,307 | $1.17M | 0.02% | +367+2.3% | Added |
| Cascade Investment Advisors, Inc. | 16,077 | $1.15M | 0.91% | −50−0.3% | Reduced |
| Colony Group LLC | 15,847 | $1.14M | 0.02% | −2,429−13.3% | Reduced |
| Bard Associates Inc | 15,712 | $1.13M | 0.47% | −225−1.4% | Reduced |
| O'Rourke & Company, Inc | 15,479 | $1.11M | 0.85% | +369+2.4% | Added |
| Ancora Advisors, LLC | 15,314 | $1.10M | 0.03% | −883−5.5% | Reduced |
| Wesbanco Bank Inc | 15,233 | $1.09M | 0.05% | −919−5.7% | Reduced |
| ProVise Management Group, LLC | 15,229 | $1.09M | 0.10% | −3,850−20.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $1.08M | 0.83% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,975 | $1.07M | 0.02% | −531−3.4% | Reduced |
| NTV Asset Management LLC | 14,946 | $1.07M | 0.20% | −300−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,852 | $1.06M | 0.03% | +42+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,519 | $1.04M | 0.00% | −252−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,413 | $1.03M | 0.01% | +2,621+22.2% | Added |
| Citadel Advisors LLC | 14,285 | $1.02M | 0.00% | −414,769−96.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,172 | $1.02M | 0.03% | −1,354−8.7% | Reduced |
| Cetera Investment Advisers | 13,808 | $989.9K | 0.01% | −545−3.8% | Reduced |
| Banque Cantonale Vaudoise | 13,676 | $980.0K | 0.05% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 13,588 | $974.1K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,553 | $972.0K | 0.02% | +8,449+165.5% | Added |
| Everence Capital Management Inc | 13,540 | $971.0K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 13,537 | $970.5K | 0.04% | +6,948+105.4% | Added |
| RDA Financial Network | 13,515 | $968.9K | 0.44% | 00.0% | Unchanged |
| Welch Group, LLC | 13,400 | $960.6K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,320 | $954.9K | 0.02% | +54+0.4% | Added |
| Jane Street Group, LLC | 13,243 | $949.4K | 0.00% | +4,694+54.9% | Added |
| JLP Asset Management, LLC | 13,000 | $932.0K | 0.62% | +13,000 | New |
| Vanderbilt University | 12,932 | $927.1K | 0.23% | +1,680+14.9% | Added |
| Arkadios Wealth Advisors | 12,673 | $908.5K | 0.11% | −7−0.1% | Reduced |
| Ossiam | 12,397 | $888.7K | 0.02% | −3,372−21.4% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $888.0K | 1.10% | 00.0% | Unchanged |
| Mirova | 12,070 | $865.3K | 0.12% | −193−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,905 | $853.5K | 0.02% | +1,199+11.2% | Added |
| Ensign Peak Advisors, Inc | 11,800 | $845.9K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 11,700 | $838.8K | 0.01% | +11,700 | New |
| Sawtooth Solutions, LLC | 11,659 | $835.8K | 0.02% | +4,753+68.8% | Added |
| Bleakley Financial Group, LLC | 11,654 | $835.5K | 0.03% | +1,573+15.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,575 | $829.8K | 0.36% | −9−0.1% | Reduced |
| Exos TFP Holdings LLC | 11,473 | $822.5K | 0.21% | +5,866+104.6% | Added |
| Park Avenue Securities LLC | 11,317 | $811.0K | 0.01% | +1,231+12.2% | Added |
| United Services Automobile Association | 11,305 | $810.5K | 0.03% | −7,206−38.9% | Reduced |
| AlphaCentric Advisors LLC | 11,059 | $792.8K | 0.55% | 00.0% | Unchanged |
| 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 |
| Wambolt & Associates, LLC | 10,774 | $772.8K | 0.27% | +9+0.1% | Added |
| NFP Retirement, Inc. | 10,775 | $772.5K | 0.15% | +26+0.2% | Added |
| Snowden Capital Advisors LLC | 10,758 | $771.2K | 0.03% | +822+8.3% | Added |
| Summit Global Investments | 10,759 | $771.0K | 0.06% | +50.0% | Added |
| Quantinno Capital Management LP | 10,742 | $770.0K | 0.05% | +1,625+17.8% | Added |
| Gray Wealth Management Inc. | 10,682 | $765.8K | 0.42% | −171−1.6% | Reduced |
| Imprint Wealth LLC | 10,569 | $757.7K | 0.50% | +10,569 | New |
| La Banque Postale Asset Management SA | 10,529 | $754.8K | 0.02% | −272−2.5% | Reduced |
| Gamco Investors, Inc. Et Al | 10,500 | $752.7K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,491 | $752.1K | 0.04% | +400+4.0% | Added |
| Exchange Traded Concepts, LLC | 10,416 | $746.7K | 0.02% | +4,366+72.2% | Added |
| Fulcrum Capital LLC | 10,256 | $735.3K | 0.20% | −711−6.5% | Reduced |
| Pearl River Capital, LLC | 10,237 | $733.9K | 0.12% | −17,224−62.7% | Reduced |
| Andra AP-fonden | 10,200 | $731.2K | 0.02% | −24,300−70.4% | Reduced |
| Avantax Advisory Services, Inc. | 10,181 | $729.9K | 0.01% | −575−5.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,007 | $717.8K | 0.06% | +10,007 | New |
| American Assets Investment Management, LLC | 10,000 | $716.9K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,985 | $715.8K | 0.01% | +2,264+29.3% | Added |
| Panagora Asset Management Inc | 9,934 | $712.2K | 0.00% | −5,720−36.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,919 | $711.2K | 0.03% | +279+2.9% | Added |
| Jeppson Wealth Management, LLC | 9,809 | $703.2K | 0.31% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 9,741 | $698.0K | 0.07% | −7,233−42.6% | Reduced |
| CWM, LLC | 9,721 | $697.0K | 0.00% | +399+4.3% | Added |
| Veriti Management LLC | 9,695 | $695.0K | 0.08% | +1,116+13.0% | Added |
| Wexford Capital LP | 9,668 | $693.1K | 0.14% | −7,572−43.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,556 | $685.1K | 0.05% | +1,933+25.4% | Added |
| Penserra Capital Management LLC | 9,320 | $666.0K | 0.01% | −178−1.9% | Reduced |