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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $14.3K | 0.01% | +200 | New |
| McIlrath & Eck, LLC | 184 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 178 | $12.8K | 0.00% | −1−0.6% | Reduced |
| Maryland Capital Advisors Inc. | 177 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 175 | $12.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 166 | $12.3K | 0.00% | −4−2.4% | Reduced |
| Sittner & Nelson, LLC | 171 | $12.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 152 | $12.0K | 0.01% | +10+7.0% | Added |
| BDO Wealth Advisors, LLC | 166 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 162 | $11.6K | 0.01% | +1+0.6% | Added |
| IMA Wealth, Inc. | 155 | $11.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $10.8K | 0.00% | −300−66.7% | Reduced |
| Cambridge Trust Co | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $10.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 137 | $9.82K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 137 | $9.82K | 0.00% | +137 | New |
| Albion Financial Group | 135 | $9.68K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $9.68K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $9.54K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $9.18K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $9.00K | 0.00% | +65+110.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $8.74K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 117 | $8.39K | 0.00% | +17+17.0% | Added |
| Investors Research Corp | 116 | $8.32K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 108 | $7.74K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 106 | $7.60K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 105 | $7.53K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $7.17K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $6.60K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 87 | $6.24K | 0.00% | +87 | New |
| Citizens National Bank Trust Department | 83 | $5.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $5.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.59K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 75 | $5.38K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 73 | $5.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $4.59K | 0.00% | +23+56.1% | Added |
| Clean Yield Group | 63 | $4.52K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 57 | $4.09K | 0.00% | +11+23.9% | Added |
| Front Row Advisors LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $3.01K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 38 | $2.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 35 | $2.51K | 0.00% | +35 | New |
| New England Capital Financial Advisors LLC | 34 | $2.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.08K | 0.00% | +7+31.8% | Added |
| Horizon Bancorp Inc | 26 | $2.00K | 0.00% | −175−87.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 21 | $2.00K | 0.00% | −8−27.6% | Reduced |
| MCF Advisors LLC | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $1.30K | 0.00% | +9+100.0% | Added |
| Castleview Partners, LLC | 18 | $1.29K | 0.00% | +18 | New |
| GPS Wealth Strategies Group, LLC | 17 | $1.22K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 13 | $932 | 0.00% | −3−18.8% | Reduced |
| Central Bank & Trust Co | 13 | $931 | 0.00% | −131−91.0% | Reduced |
| Highline Wealth Partners LLC | 10 | $717 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $717 | 0.00% | +5+100.0% | Added |
| RFP Financial Group LLC | 9 | $677 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $502 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 6 | $430 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $358 | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 2 | $145 | 0.00% | +2 | New |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −18−94.7% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,223,793−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −515,417−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −333,542−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −213,963−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −161,307−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −156,274−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −150,328−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −133,959−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −69,045−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −61,454−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −34,810−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −29,160−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,735−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,174−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,639−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,941−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,706−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −14,294−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,667−100.0% | Sold out |