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, Q2 2023
Institutional positions in Welltower Inc. as of Jun 30, 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
- 813
- +41 vs. Q1 2023
- Shares held
- 493.1M
- +11.2M (+2.3%) vs. Q1 2023
- Total value
- $39.9B
- +$5.45B (+15.8%) vs. Q1 2023
- New holders
- 79
- 300 more added
- Sold out
- 38
- 258 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 288 | $23.3K | 0.00% | −98−25.4% | Reduced |
| Coppell Advisory Solutions LLC | 300 | $24.1K | 0.01% | +300 | New |
| JNBA Financial Advisors | 300 | $24.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 305 | $24.7K | 0.01% | −5−1.6% | Reduced |
| First Capital Advisors Group, LLC. | 317 | $25.6K | 0.01% | +317 | New |
| West Financial Advisors, LLC | 320 | $25.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 327 | $26.0K | 0.02% | −3−0.9% | Reduced |
| Bell Investment Advisors, Inc | 326 | $26.4K | 0.01% | +35+12.0% | Added |
| Piscataqua Savings Bank | 338 | $27.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $27.9K | 0.00% | +2+0.6% | Added |
| Silvant Capital Management LLC | 348 | $28.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 349 | $28.2K | 0.00% | −2−0.6% | Reduced |
| ORG Partners LLC | 364 | $29.2K | 0.00% | +364 | New |
| Disciplined Investments, LLC | 387 | $31.3K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 387 | $31.3K | 0.03% | −100−20.5% | Reduced |
| Compass Wealth Management LLC | 400 | $32.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 405 | $32.8K | 0.00% | +77+23.5% | Added |
| Atlas Capital Advisors LLC | 439 | $35.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $36.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 472 | $38.2K | 0.01% | +10+2.2% | Added |
| Smithfield Trust Co | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $40.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $40.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $40.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 516 | $41.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 525 | $42.5K | 0.02% | −5−0.9% | Reduced |
| Colonial Trust Co | 531 | $43.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 525 | $43.0K | 0.01% | +25+5.0% | Added |
| First Horizon Advisors, Inc. | 570 | $46.1K | 0.00% | −646−53.1% | Reduced |
| Geneos Wealth Management Inc. | 585 | $47.3K | 0.00% | −148−20.2% | Reduced |
| Focused Wealth Management, Inc | 591 | $47.8K | 0.01% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 602 | $48.7K | 0.02% | +309+105.5% | Added |
| Caldwell Trust Co | 610 | $49.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 715 | $51.3K | 0.02% | −2,309−76.4% | Reduced |
| Clear Street Markets LLC | 649 | $52.0K | 0.02% | −280−30.1% | Reduced |
| AdvisorNet Financial, Inc | 663 | $53.7K | 0.00% | −120−15.3% | Reduced |
| IAG Wealth Partners, LLC | 700 | $56.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 707 | $57.2K | 0.01% | −62−8.1% | Reduced |
| Quent Capital, LLC | 731 | $59.1K | 0.01% | +8+1.1% | Added |
| Webster Bank, N. A. | 740 | $59.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $60.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 774 | $62.6K | 0.00% | +15+2.0% | Added |
| GHP Investment Advisors, Inc. | 775 | $65.3K | 0.00% | +96+14.1% | Added |
| Old Second National Bank of Aurora | 808 | $65.4K | 0.02% | 00.0% | Unchanged |
| Trust Co | 850 | $68.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 863 | $69.8K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 869 | $70.3K | 0.02% | +190+28.0% | Added |
| Optimum Investment Advisors | 907 | $73.3K | 0.04% | +2+0.2% | Added |
| Rosenberg Matthew Hamilton | 909 | $73.5K | 0.02% | −99−9.8% | Reduced |
| Harvest Fund Management Co., Ltd | 915 | $74.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 948 | $76.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,333 | $77.3K | 0.00% | −1,122−45.7% | Reduced |
| Bollard Group LLC | 959 | $78.0K | 0.00% | +30+3.2% | Added |
| Beacon Capital Management, LLC | 977 | $79.0K | 0.02% | −53−5.1% | Reduced |
| Glassman Wealth Services | 1,008 | $81.5K | 0.01% | +35+3.6% | Added |
| Grove Bank & Trust | 1,030 | $83.3K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,038 | $84.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,058 | $86.0K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,084 | $87.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,090 | $88.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $89.1K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,117 | $90.3K | 0.01% | +9+0.8% | Added |
| Emfo, LLC | 1,150 | $93.0K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,162 | $94.0K | 0.00% | −800−40.8% | Reduced |
| SJS Investment Consulting Inc. | 1,173 | $94.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,186 | $95.9K | 0.01% | +14+1.2% | Added |
| Capital Analysts, LLC | 1,191 | $96.0K | 0.01% | +5+0.4% | Added |
| Westside Investment Management, Inc. | 1,200 | $97.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,224 | $99.0K | 0.01% | +81+7.1% | Added |
| Harbour Investments, Inc. | 1,226 | $99.2K | 0.00% | −91−6.9% | Reduced |
| Key Financial Inc | 1,226 | $99.2K | 0.03% | +59+5.1% | Added |
| Clearstead Advisors, LLC | 1,229 | $99.4K | 0.01% | +21+1.7% | Added |
| Riverview Trust Co | 1,242 | $100.5K | 0.09% | −100−7.5% | Reduced |
| TCTC Holdings, LLC | 1,262 | $102.1K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $105.2K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,327 | $107.3K | 0.01% | +72+5.7% | Added |
| Aspire Private Capital, LLC | 1,364 | $110.3K | 0.04% | +143+11.7% | Added |
| Ci Investments Inc. | 1,368 | $111.0K | 0.00% | +115+9.2% | Added |
| Natixis | 1,430 | $115.7K | 0.00% | +1,430 | New |
| Cary Street Partner Investment Advisory LLC | 1,469 | $118.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,500 | $121.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,540 | $124.6K | 0.01% | +111+7.8% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $127.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,588 | $128.0K | 0.00% | +23+1.5% | Added |
| Kapitalo Investimentos Ltda | 1,567 | $128.3K | 0.02% | +1,567 | New |
| Harbor Investment Advisory, LLC | 1,596 | $129.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,639 | $132.6K | 0.03% | +1+0.1% | Added |
| Allworth Financial LP | 1,640 | $132.7K | 0.00% | +154+10.4% | Added |
| Achmea Investment Management B.V. | 1,744 | $141.0K | 0.00% | +890+104.2% | Added |
| Colonial Trust Advisors | 1,745 | $141.2K | 0.02% | +2+0.1% | Added |
| Spire Wealth Management | 1,802 | $145.8K | 0.01% | −121−6.3% | Reduced |
| Cutler Group LP | 1,815 | $146.0K | 0.03% | +1,381+318.2% | Added |
| Ninepoint Partners LP | 1,857 | $150.2K | 0.02% | +1,857 | New |
| Massmutual Trust Co FSB | 1,875 | $151.7K | 0.01% | +897+91.7% | Added |
| Carmel Capital Partners, LLC | 1,880 | $152.1K | 0.08% | +136+7.8% | Added |
| TD Waterhouse Canada Inc. | 1,927 | $156.9K | 0.00% | +195+11.3% | Added |
| Motco | 1,955 | $158.1K | 0.01% | +3+0.2% | Added |
| Parallel Advisors, LLC | 2,065 | $167.1K | 0.01% | +357+20.9% | Added |
| Lindbrook Capital, LLC | 2,079 | $168.2K | 0.02% | +31+1.5% | Added |
| Pflug Koory, LLC | 2,215 | $179.2K | 0.09% | 00.0% | Unchanged |