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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 1,262 | $90.5K | 0.00% | +412+48.5% | Added |
| ING Groep NV | 1,258 | $90.2K | 0.00% | −66,985−98.2% | Reduced |
| Ci Investments Inc. | 1,253 | $90.0K | 0.00% | −48−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,255 | $90.0K | 0.00% | −1,042−45.4% | Reduced |
| MV Capital Management, Inc. | 1,255 | $90.0K | 0.01% | +32+2.6% | Added |
| Aspire Private Capital, LLC | 1,221 | $87.5K | 0.03% | +2+0.2% | Added |
| First Horizon Advisors, Inc. | 1,216 | $87.2K | 0.00% | −457−27.3% | Reduced |
| Clearstead Advisors, LLC | 1,208 | $86.6K | 0.01% | +30+2.5% | Added |
| Westside Investment Management, Inc. | 1,200 | $86.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,186 | $85.0K | 0.00% | −129−9.8% | Reduced |
| SJS Investment Consulting Inc. | 1,173 | $84.1K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,172 | $84.0K | 0.01% | −40−3.3% | Reduced |
| Key Financial Inc | 1,167 | $83.7K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 1,150 | $82.4K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,143 | $81.9K | 0.01% | −92−7.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,108 | $79.4K | 0.02% | +9+0.8% | Added |
| Arcadia Investment Management Corp | 1,101 | $78.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,090 | $78.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,084 | $77.7K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,058 | $76.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,038 | $74.4K | 0.02% | −50−4.6% | Reduced |
| Beacon Capital Management, LLC | 1,030 | $73.8K | 0.02% | −113−9.9% | Reduced |
| Grove Bank & Trust | 1,030 | $73.8K | 0.02% | +85+9.0% | Added |
| Rosenberg Matthew Hamilton | 1,008 | $72.3K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,005 | $72.0K | 0.03% | −200−16.6% | Reduced |
| Belpointe Asset Management LLC | 984 | $70.5K | 0.00% | +230+30.5% | Added |
| Massmutual Trust Co FSB | 978 | $70.1K | 0.00% | +192+24.4% | Added |
| International Assets Investment Management, LLC | 976 | $70.0K | 0.01% | +976 | New |
| Glassman Wealth Services | 973 | $69.8K | 0.01% | −1,218−55.6% | Reduced |
| Private Ocean, LLC | 948 | $68.0K | 0.01% | +38+4.2% | Added |
| Bollard Group LLC | 929 | $67.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 929 | $67.0K | 0.02% | +352+61.0% | Added |
| Harvest Fund Management Co., Ltd | 915 | $66.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 905 | $64.9K | 0.03% | −498−35.5% | Reduced |
| Deseret Mutual Benefit Administrators | 863 | $61.9K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 868 | $61.6K | 0.03% | +7+0.8% | Added |
| Achmea Investment Management B.V. | 854 | $61.0K | 0.00% | −9,844−92.0% | Reduced |
| Trust Co | 850 | $60.9K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 808 | $57.9K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 783 | $56.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 769 | $55.1K | 0.01% | −58−7.0% | Reduced |
| Gradient Investments LLC | 759 | $54.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $53.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 740 | $53.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 733 | $52.5K | 0.00% | −199−21.4% | Reduced |
| Quent Capital, LLC | 723 | $51.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $50.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 679 | $48.7K | 0.01% | −159−19.0% | Reduced |
| GHP Investment Advisors, Inc. | 679 | $48.7K | 0.00% | −64−8.6% | Reduced |
| Caldwell Trust Co | 610 | $43.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 590 | $42.3K | 0.01% | +1+0.2% | Added |
| Ellevest, Inc. | 582 | $41.7K | 0.00% | −103−15.0% | Reduced |
| Colonial Trust Co | 531 | $38.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 530 | $38.0K | 0.02% | −30−5.4% | Reduced |
| North Star Investment Management Corp. | 516 | $37.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $35.8K | 0.00% | −114−18.6% | Reduced |
| Annapolis Financial Services, LLC | 500 | $35.8K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 487 | $34.9K | 0.03% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 462 | $33.1K | 0.01% | +34+7.9% | Added |
| Pinnacle Bancorp, Inc. | 450 | $32.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 434 | $31.0K | 0.00% | +434 | New |
| Compass Wealth Management LLC | 400 | $28.7K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 387 | $27.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 386 | $27.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 351 | $25.2K | 0.00% | +53+17.8% | Added |
| Silvant Capital Management LLC | 348 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $24.3K | 0.00% | +343 | New |
| Piscataqua Savings Bank | 338 | $24.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 373 | $24.0K | 0.00% | −23−5.8% | Reduced |
| Covestor Ltd | 330 | $24.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 328 | $23.5K | 0.00% | +3+0.9% | Added |
| West Financial Advisors, LLC | 320 | $22.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 310 | $22.2K | 0.00% | +145+87.9% | Added |
| JNBA Financial Advisors | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 293 | $21.0K | 0.01% | −16−5.2% | Reduced |
| Bell Investment Advisors, Inc | 291 | $20.9K | 0.00% | −39−11.8% | Reduced |
| Manitou Investment Management Ltd. | 270 | $19.4K | 0.00% | +270 | New |
| PSI Advisors, LLC | 263 | $18.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 246 | $18.0K | 0.01% | +2+0.8% | Added |
| Earnest Partners LLC | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 250 | $17.9K | 0.01% | −336−57.3% | Reduced |
| Raleigh Capital Management Inc. | 247 | $17.7K | 0.01% | −107−30.2% | Reduced |
| NVWM, LLC | 245 | $17.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $16.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $16.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $15.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,109,044 | $15.5K | 0.08% | +1,109,044 | New |
| Hollencrest Capital Management | 215 | $15.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $15.1K | 0.00% | +210 | New |
| Asset Dedication, LLC | 198 | $15.0K | 0.00% | −3−1.5% | Reduced |
| Core Alternative Capital | 209 | $15.0K | 0.00% | +40+23.7% | Added |
| Strategic Investment Solutions, Inc. | 205 | $14.7K | 0.00% | +205 | New |
| Armstrong Advisory Group, Inc | 201 | $14.4K | 0.00% | 00.0% | Unchanged |