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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 9,148 | $656.0K | 0.06% | +955+11.7% | Added |
| Atlantic Union Bankshares Corp | 9,125 | $654.2K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 9,116 | $653.5K | 0.01% | +898+10.9% | Added |
| AE Wealth Management LLC | 9,058 | $649.4K | 0.00% | −1,211−11.8% | Reduced |
| BBJS Financial Advisors, LLC | 8,908 | $638.6K | 0.26% | +2,227+33.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,834 | $633.3K | 0.00% | −66,200−88.2% | Reduced |
| Schnieders Capital Management LLC | 8,821 | $632.4K | 0.14% | −150−1.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,725 | $625.0K | 0.20% | −158−1.8% | Reduced |
| Bridgewater Associates, LP | 8,707 | $624.2K | 0.00% | −12,700−59.3% | Reduced |
| Warren Averett Asset Management, LLC | 8,684 | $622.6K | 0.03% | −170−1.9% | Reduced |
| Oxford Financial Group Ltd | 8,638 | $619.3K | 0.07% | −1,675−16.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,597 | $616.3K | 0.02% | −740−7.9% | Reduced |
| Richwood Investment Advisors, LLC | 8,592 | $616.0K | 0.61% | −130−1.5% | Reduced |
| Whittier Trust Co | 8,526 | $611.2K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,491 | $608.8K | 0.12% | +8,491 | New |
| Global Retirement Partners, LLC | 7,807 | $605.2K | 0.03% | +2,548+48.5% | Added |
| Moody National Bank Trust Division | 8,382 | $600.9K | 0.05% | −203−2.4% | Reduced |
| Banco Santander, S.A. | 8,376 | $600.5K | 0.01% | +3,337+66.2% | Added |
| Ingalls & Snyder LLC | 8,351 | $599.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,346 | $598.3K | 0.04% | +1,261+17.8% | Added |
| Checchi Capital Advisers, LLC | 8,210 | $588.6K | 0.06% | −399−4.6% | Reduced |
| TD Private Client Wealth LLC | 8,137 | $583.3K | 0.03% | −23−0.3% | Reduced |
| NewEdge Wealth, LLC | 8,127 | $582.7K | 0.02% | +1,549+23.5% | Added |
| Veritable, L.P. | 8,106 | $581.1K | 0.01% | −427−5.0% | Reduced |
| Values First Advisors, Inc. | 8,094 | $580.3K | 0.37% | +355+4.6% | Added |
| Level Four Advisory Services, LLC | 8,083 | $579.5K | 0.04% | +2,099+35.1% | Added |
| Meiji Yasuda Life Insurance Co | 7,898 | $566.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,878 | $565.0K | 0.02% | −79−1.0% | Reduced |
| Stiles Financial Services Inc | 7,797 | $559.0K | 0.30% | +34+0.4% | Added |
| Madden Advisory Services, Inc. | 7,763 | $556.5K | 0.39% | 00.0% | Unchanged |
| Greenland Capital Management LP | 7,705 | $552.4K | 0.07% | +7,705 | New |
| Monetary Management Group Inc | 7,575 | $543.1K | 0.16% | −500−6.2% | Reduced |
| Oak Thistle LLC | 7,458 | $534.7K | 0.32% | +7,458 | New |
| Summit Financial Group Inc | 7,353 | $527.1K | 0.21% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,279 | $521.8K | 0.03% | −2,244−23.6% | Reduced |
| Stephens Inc | 7,235 | $518.7K | 0.01% | −14−0.2% | Reduced |
| Lincoln National Corp | 7,181 | $514.8K | 0.01% | +244+3.5% | Added |
| Quadrant Capital Group LLC | 7,021 | $503.3K | 0.05% | +123+1.8% | Added |
| GWM Advisors LLC | 6,955 | $498.6K | 0.01% | −569−7.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,823 | $489.1K | 0.30% | +10.0% | Added |
| Greenleaf Trust | 6,673 | $478.4K | 0.01% | +398+6.3% | Added |
| Meeder Advisory Services, Inc. | 6,638 | $475.9K | 0.05% | +1,324+24.9% | Added |
| Desjardins Global Asset Management Inc. | 6,617 | $474.0K | 0.06% | +1,932+41.2% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $471.0K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,502 | $466.1K | 0.01% | +701+12.1% | Added |
| Dudley Capital Management, LLC | 6,450 | $462.4K | 0.32% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 6,427 | $460.8K | 0.08% | −803−11.1% | Reduced |
| Horizon Investments, LLC | 6,425 | $457.1K | 0.01% | −1,270−16.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,278 | $450.1K | 0.02% | −6,072−49.2% | Reduced |
| SG Americas Securities, LLC | 6,172 | $442.0K | 0.01% | −14,740−70.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $441.5K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,135 | $439.8K | 0.01% | +923+17.7% | Added |
| Sequoia Financial Advisors, LLC | 6,103 | $437.5K | 0.01% | −105−1.7% | Reduced |
| Umb Bank N A | 5,926 | $424.8K | 0.01% | −469−7.3% | Reduced |
| IHT Wealth Management, LLC | 5,852 | $419.5K | 0.02% | −1,152−16.4% | Reduced |
| World Equity Group, Inc. | 4,604 | $418.3K | 0.07% | +4,604 | New |
| Ameritas Investment Partners, Inc. | 5,808 | $416.4K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,732 | $410.9K | 0.08% | +533+10.3% | Added |
| Baldwin Brothers Inc | 5,700 | $408.6K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,684 | $407.0K | 0.08% | −105−1.8% | Reduced |
| Johnson Investment Counsel Inc | 5,656 | $405.5K | 0.01% | +5,656 | New |
| Associated Banc-Corp | 5,631 | $403.7K | 0.02% | −1,300−18.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 5,947 | $403.7K | 0.30% | +320+5.7% | Added |
| HighTower Trust Services, LTA | 5,925 | $401.9K | 0.04% | 00.0% | Unchanged |
| FJ Capital Management LLC | 5,592 | $400.9K | 0.05% | +1,433+34.5% | Added |
| Glenview Trust Co | 5,562 | $398.7K | 0.01% | −100−1.8% | Reduced |
| Sara-Bay Financial | 5,547 | $397.7K | 0.20% | −1,427−20.5% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $394.0K | 0.20% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,398 | $387.0K | 0.00% | −380−6.6% | Reduced |
| Federated Hermes, Inc. | 5,361 | $384.3K | 0.00% | +535+11.1% | Added |
| Farmers & Merchants Investments Inc | 5,342 | $383.0K | 0.02% | −847−13.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,313 | $380.9K | 0.03% | +5,313 | New |
| DRW Securities, LLC | 5,265 | $377.0K | 0.06% | +74+1.4% | Added |
| First Hawaiian Bank | 5,147 | $369.0K | 0.01% | +16+0.3% | Added |
| We Are One Seven, LLC | 5,111 | $366.4K | 0.02% | +729+16.6% | Added |
| First International Bank & Trust | 5,072 | $363.6K | 0.12% | −287−5.4% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $362.8K | 0.37% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,034 | $360.9K | 0.02% | +21+0.4% | Added |
| Davenport & Co LLC | 5,026 | $360.2K | 0.00% | +254+5.3% | Added |
| Clarius Group, LLC | 5,022 | $360.0K | 0.03% | −22−0.4% | Reduced |
| Financial Counselors Inc | 4,995 | $358.0K | 0.01% | +125+2.6% | Added |
| Investment Advisory Group, LLC | 4,927 | $353.2K | 0.20% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,850 | $347.7K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 4,810 | $344.8K | 0.16% | −10−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 4,783 | $342.9K | 0.00% | −18,316−79.3% | Reduced |
| Proficio Capital Partners LLC | 4,772 | $342.1K | 0.05% | −100−2.1% | Reduced |
| Texas Yale Capital Corp. | 4,755 | $340.9K | 0.02% | +5+0.1% | Added |
| HF Advisory Group, LLC | 4,738 | $339.7K | 0.30% | −3−0.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,726 | $338.8K | 0.26% | −328−6.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,719 | $338.3K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,681 | $336.0K | 0.00% | +2,448+109.6% | Added |
| ARS Wealth Advisors Group, LLC | 4,658 | $333.9K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,620 | $331.3K | 0.01% | +769+20.0% | Added |
| Prudent Man Advisors, LLC | 4,617 | $331.0K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,602 | $330.0K | 0.03% | +1,048+29.5% | Added |
| Abbrea Capital, LLC | 4,563 | $327.0K | 0.06% | −140−3.0% | Reduced |
| Orion Capital Management LLC | 4,530 | $324.8K | 0.22% | −60−1.3% | Reduced |
| Balentine LLC | 4,522 | $324.2K | 0.01% | −285−5.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,454 | $319.5K | 0.02% | −32−0.7% | Reduced |
| Glenmede Trust Co NA | 4,447 | $318.8K | 0.00% | +577+14.9% | Added |