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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 4,397 | $315.2K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,368 | $313.2K | 0.04% | +80+1.9% | Added |
| AlphaCore Capital LLC | 4,310 | $309.0K | 0.08% | +50+1.2% | Added |
| Investment Advisory Services Inc | 4,305 | $308.6K | 0.15% | −56−1.3% | Reduced |
| Weybosset Research & Management LLC | 4,300 | $308.0K | 0.12% | +150+3.6% | Added |
| AlphaMark Advisors, LLC | 4,230 | $303.0K | 0.14% | +4,230 | New |
| Carmichael Hill & Associates, Inc. | 4,138 | $296.6K | 0.15% | 00.0% | Unchanged |
| First American Trust, FSB | 4,124 | $296.0K | 0.04% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 4,101 | $294.0K | 0.25% | −545−11.7% | Reduced |
| Visionary Wealth Advisors | 4,069 | $291.7K | 0.02% | −175−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 4,029 | $288.8K | 0.03% | −53−1.3% | Reduced |
| Moors & Cabot, Inc. | 3,977 | $285.1K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $284.5K | 0.16% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,964 | $284.2K | 0.01% | −150−3.6% | Reduced |
| SFMG, LLC | 3,902 | $279.7K | 0.03% | +108+2.8% | Added |
| Advisory Services Network, LLC | 3,886 | $278.6K | 0.01% | −96−2.4% | Reduced |
| Dearborn Partners LLC | 3,864 | $277.0K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 3,850 | $276.0K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 3,836 | $275.0K | 0.20% | +2+0.1% | Added |
| Southland Equity Partners LLC | 3,836 | $275.0K | 0.11% | +20+0.5% | Added |
| Whalerock Point Partners, LLC | 3,830 | $274.6K | 0.10% | +150+4.1% | Added |
| Stratos Wealth Partners, LTD. | 3,824 | $274.2K | 0.01% | −341−8.2% | Reduced |
| M&G Investment Management Ltd | 3,772 | $271.6K | 0.00% | −459−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,782 | $271.1K | 0.01% | +3,782 | New |
| Boston Private Wealth LLC | 3,779 | $270.9K | 0.00% | −2,180−36.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,759 | $269.5K | 0.06% | −449−10.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,714 | $266.0K | 0.01% | −648−14.9% | Reduced |
| Independent Financial Group, LLC | 3,710 | $265.9K | 0.02% | +3,710 | New |
| Landscape Capital Management, L.L.C. | 3,709 | $265.9K | 0.04% | −10,513−73.9% | Reduced |
| Cypress Capital Group | 3,687 | $264.3K | 0.04% | +225+6.5% | Added |
| V-Square Quantitative Management LLC | 3,662 | $262.5K | 0.24% | +3,662 | New |
| Diversified Trust Co | 3,595 | $257.7K | 0.01% | +3,595 | New |
| Blueprint Investment Partners LLC | 3,580 | $256.6K | 0.06% | +3,580 | New |
| TrinityPoint Wealth, LLC | 3,541 | $253.9K | 0.05% | −52−1.4% | Reduced |
| Proequities, Inc. | 3,533 | $253.3K | 0.02% | −4−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,511 | $251.7K | 0.09% | +16+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 3,500 | $250.9K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,421 | $249.1K | 0.03% | +3,421 | New |
| Pathstone Family Office, LLC | 3,874 | $247.5K | 0.00% | −6,439−62.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,422 | $245.3K | 0.08% | +3,422 | New |
| Eudaimonia Advisors LLC | 3,406 | $244.2K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $244.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,384 | $242.6K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,360 | $240.9K | 0.01% | +3,360 | New |
| Rehmann Capital Advisory Group | 3,330 | $238.8K | 0.02% | +245+7.9% | Added |
| Evergreen Capital Management LLC | 3,309 | $237.2K | 0.01% | +3,309 | New |
| EP Wealth Advisors, LLC | 2,494 | $236.5K | 0.00% | −1,637−39.6% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $233.0K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,214 | $230.4K | 0.00% | +3,214 | New |
| Savant Capital, LLC | 3,192 | $228.9K | 0.00% | +3,192 | New |
| Shelton Capital Management | 3,192 | $228.8K | 0.01% | +3,192 | New |
| Ameritas Advisory Services, LLC | 3,126 | $227.9K | 0.01% | −1,140−26.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $227.0K | 0.20% | −616−16.3% | Reduced |
| HB Wealth Management, LLC | 3,166 | $227.0K | 0.00% | +3,166 | New |
| J.W. Cole Advisors, Inc. | 3,127 | $224.2K | 0.02% | −26−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,118 | $223.5K | 0.02% | +3,118 | New |
| Benjamin Edwards Inc | 3,100 | $222.0K | 0.05% | +2,518+432.6% | Added |
| Bokf, NA | 3,087 | $221.3K | 0.00% | −19,918−86.6% | Reduced |
| Titleist Asset Management, LLC | 3,087 | $221.3K | 0.05% | +3,087 | New |
| Great Valley Advisor Group, Inc. | 3,047 | $218.7K | 0.01% | +3,047 | New |
| Whittier Trust Co of Nevada Inc | 3,048 | $218.5K | 0.01% | +7+0.2% | Added |
| Schechter Investment Advisors, LLC | 3,031 | $217.3K | 0.02% | +3,031 | New |
| Change Path, LLC | 3,027 | $217.0K | 0.01% | +3,027 | New |
| Atlantic Trust, LLC | 3,024 | $216.8K | 0.07% | −16−0.5% | Reduced |
| Conning Inc. | 3,010 | $215.8K | 0.01% | +3,010 | New |
| Los Angeles Capital Management LLC | 2,960 | $212.2K | 0.00% | +2,960 | New |
| Mutual Advisors, LLC | 2,953 | $211.7K | 0.01% | +2,953 | New |
| Insigneo Advisory Services, LLC | 2,969 | $211.3K | 0.07% | +2,969 | New |
| Van Hulzen Asset Management, LLC | 2,900 | $208.0K | 0.02% | +2,900 | New |
| Everhart Financial Group, Inc. | 2,857 | $204.8K | 0.09% | +2,857 | New |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $200.9K | 0.19% | +2,802 | New |
| Dividend Assets Capital, LLC | 3,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,700 | $193.6K | 0.00% | +2,700 | New |
| Register Financial Advisors LLC | 2,600 | $186.4K | 0.15% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,580 | $185.0K | 0.00% | −90−3.4% | Reduced |
| Bessemer Group Inc | 2,434 | $174.0K | 0.00% | +102+4.4% | Added |
| Pathway Financial Advisers, LLC | 2,320 | $166.2K | 0.07% | +36+1.6% | Added |
| Pflug Koory, LLC | 2,215 | $158.8K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,138 | $153.3K | 0.11% | +538+33.6% | Added |
| Lindbrook Capital, LLC | 2,048 | $146.8K | 0.02% | +52+2.6% | Added |
| IFP Advisors, Inc | 2,455 | $142.4K | 0.01% | −3,254−57.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,962 | $140.7K | 0.00% | +289+17.3% | Added |
| Motco | 1,952 | $139.9K | 0.01% | +83+4.4% | Added |
| Spire Wealth Management | 1,923 | $137.9K | 0.01% | +990+106.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,850 | $131.0K | 0.00% | +1,850 | New |
| Carmel Capital Partners, LLC | 1,744 | $125.0K | 0.07% | +1,744 | New |
| Colonial Trust Advisors | 1,743 | $125.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,732 | $124.2K | 0.00% | −36−2.0% | Reduced |
| Parallel Advisors, LLC | 1,708 | $122.5K | 0.00% | +136+8.7% | Added |
| Parkside Financial Bank & Trust | 1,638 | $117.4K | 0.03% | +69+4.4% | Added |
| Harbor Investment Advisory, LLC | 1,596 | $114.4K | 0.02% | +28+1.8% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $113.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,565 | $112.0K | 0.00% | +1,520+3,377.8% | Added |
| Hanson & Doremus Investment Management | 1,500 | $108.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,486 | $106.5K | 0.00% | +16+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,469 | $105.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,429 | $102.4K | 0.01% | +109+8.3% | Added |
| Riverview Trust Co | 1,342 | $96.2K | 0.09% | +100+8.1% | Added |
| Harbour Investments, Inc. | 1,317 | $94.4K | 0.01% | −55−4.0% | Reduced |
| Alta Advisers Ltd | 1,300 | $93.2K | 0.06% | 00.0% | Unchanged |