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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 2,405 | $194.5K | 0.10% | +267+12.5% | Added |
| Evergreen Capital Management LLC | 2,488 | $201.3K | 0.01% | −821−24.8% | Reduced |
| Geller Advisors LLC | 2,491 | $201.5K | 0.03% | +2,491 | New |
| Hudock, Inc. | 2,493 | $201.7K | 0.05% | +2,493 | New |
| Weybosset Research & Management LLC | 2,500 | $202.0K | 0.07% | −1,800−41.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,520 | $203.8K | 0.07% | +2,520 | New |
| Armor Investment Advisors, LLC | 2,550 | $206.3K | 0.12% | +2,550 | New |
| Wharton Business Group, LLC | 2,555 | $207.0K | 0.01% | +2,555 | New |
| Horizon Wealth Management, LLC | 2,578 | $208.5K | 0.08% | +2,578 | New |
| Safeguard Investment Advisory Group, LLC | 2,582 | $208.9K | 0.09% | +2,582 | New |
| Balentine LLC | 2,597 | $210.1K | 0.01% | −1,925−42.6% | Reduced |
| Register Financial Advisors LLC | 2,600 | $210.3K | 0.15% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,600 | $210.3K | 0.08% | +2,600 | New |
| Summit Trail Advisors, LLC | 2,606 | $210.8K | 0.01% | +2,606 | New |
| Cullen/Frost Bankers, Inc. | 2,626 | $212.4K | 0.00% | +46+1.8% | Added |
| SeaCrest Wealth Management, LLC | 2,636 | $213.2K | 0.03% | +2,636 | New |
| Kingsview Wealth Management, LLC | 2,636 | $213.2K | 0.01% | +2,636 | New |
| IMPACTfolio, LLC | 2,645 | $214.0K | 0.17% | +2,645 | New |
| M&G Investment Management Ltd | 2,643 | $214.1K | 0.00% | −1,129−29.9% | Reduced |
| HBK Sorce Advisory LLC | 2,651 | $214.5K | 0.01% | +2,651 | New |
| Sage Mountain Advisors LLC | 2,658 | $215.0K | 0.03% | +2,658 | New |
| Angeles Investment Advisors, LLC | 2,670 | $216.0K | 0.02% | +2,670 | New |
| Nilsine Partners, LLC | 2,680 | $216.8K | 0.03% | +2,680 | New |
| Keystone Financial Group | 2,681 | $216.9K | 0.04% | +2,681 | New |
| Keel Point, LLC | 2,707 | $219.0K | 0.03% | +2,707 | New |
| Marcum Wealth, LLC | 2,731 | $220.9K | 0.03% | +2,731 | New |
| Koshinski Asset Management, Inc. | 2,731 | $220.9K | 0.02% | +2,731 | New |
| Merit Financial Group, LLC | 2,744 | $221.9K | 0.01% | +2,744 | New |
| Bokf, NA | 2,755 | $222.9K | 0.00% | −332−10.8% | Reduced |
| Conning Inc. | 2,770 | $224.1K | 0.01% | −240−8.0% | Reduced |
| Mutual Advisors, LLC | 2,775 | $224.4K | 0.01% | −178−6.0% | Reduced |
| Hartline Investment Corp | 2,782 | $225.0K | 0.04% | +2,782 | New |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $226.7K | 0.20% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,809 | $227.2K | 0.01% | +2,809 | New |
| EP Wealth Advisors, LLC | 13,673 | $227.5K | 0.00% | +11,179+448.2% | Added |
| Financial Advocates Investment Management | 2,834 | $229.2K | 0.02% | +2,834 | New |
| Balboa Wealth Partners | 2,842 | $229.9K | 0.08% | +2,842 | New |
| FineMark National Bank & Trust | 2,877 | $232.7K | 0.01% | +2,877 | New |
| Bowman & Co S.C. | 2,888 | $233.6K | 0.18% | −948−24.7% | Reduced |
| Van Hulzen Asset Management, LLC | 2,900 | $235.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,924 | $236.6K | 0.01% | +2,924 | New |
| Rehmann Capital Advisory Group | 2,959 | $239.4K | 0.02% | −371−11.1% | Reduced |
| Brighton Jones LLC | 2,962 | $239.6K | 0.01% | +2,962 | New |
| Dividend Assets Capital, LLC | 3,000 | $243.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,016 | $244.0K | 0.06% | +3,016 | New |
| Old National Bancorp | 3,037 | $245.7K | 0.01% | +3,037 | New |
| Sentry Investment Management LLC | 3,040 | $246.0K | 0.09% | +3,040 | New |
| Whittier Trust Co of Nevada Inc | 3,048 | $246.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,090 | $249.9K | 0.02% | +3,090 | New |
| Great Valley Advisor Group, Inc. | 3,096 | $250.0K | 0.01% | +49+1.6% | Added |
| J.W. Cole Advisors, Inc. | 3,100 | $250.8K | 0.02% | −27−0.9% | Reduced |
| Independent Financial Group, LLC | 3,115 | $251.9K | 0.02% | −595−16.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,116 | $252.1K | 0.19% | −1,610−34.1% | Reduced |
| PDS Planning, Inc | 3,145 | $254.4K | 0.03% | +3,145 | New |
| Personal Cfo Solutions, LLC | 3,156 | $255.3K | 0.05% | −603−16.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $256.2K | 0.22% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,183 | $257.5K | 0.09% | −397−11.1% | Reduced |
| Change Path, LLC | 3,191 | $258.0K | 0.01% | +164+5.4% | Added |
| Shelton Capital Management | 3,192 | $258.2K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,243 | $262.3K | 0.11% | +386+13.5% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $262.9K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,271 | $264.6K | 0.00% | +57+1.8% | Added |
| Erste Asset Management GmbH | 3,300 | $266.9K | 0.00% | +600+22.2% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $269.5K | 0.18% | +3,332 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $271.3K | 0.02% | −1,959−36.9% | Reduced |
| Fairfield Financial Advisors, LTD | 3,380 | $273.4K | 0.11% | +2,512+289.4% | Added |
| Bogart Wealth, LLC | 3,384 | $273.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $275.4K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 3,406 | $275.5K | 0.18% | 00.0% | Unchanged |
| GTS Securities LLC | 3,466 | $280.4K | 0.01% | +3,466 | New |
| Ashton Thomas Private Wealth, LLC | 3,471 | $280.8K | 0.02% | +3,471 | New |
| Empowered Funds, LLC | 3,482 | $281.7K | 0.01% | +3,482 | New |
| EA Series Trust | 3,482 | $281.7K | 0.01% | +3,482 | New |
| Benjamin F. Edwards & Company, Inc. | 3,499 | $283.0K | 0.01% | −215−5.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,500 | $283.1K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,522 | $284.0K | 0.00% | +1,088+44.7% | Added |
| Sigma Planning Corp | 3,530 | $285.6K | 0.01% | −1,090−23.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,532 | $285.7K | 0.23% | −569−13.9% | Reduced |
| Proequities, Inc. | 3,539 | $286.3K | 0.02% | +6+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 3,558 | $287.8K | 0.10% | +47+1.3% | Added |
| TrinityPoint Wealth, LLC | 3,598 | $291.0K | 0.06% | +57+1.6% | Added |
| Schechter Investment Advisors, LLC | 3,619 | $292.7K | 0.03% | +588+19.4% | Added |
| Stratos Wealth Partners, LTD. | 3,672 | $297.1K | 0.01% | −152−4.0% | Reduced |
| Savant Capital, LLC | 3,682 | $297.8K | 0.00% | +490+15.4% | Added |
| Boston Private Wealth LLC | 3,683 | $298.0K | 0.01% | −96−2.5% | Reduced |
| Cypress Capital Group | 3,687 | $298.2K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 3,697 | $299.0K | 0.01% | +102+2.8% | Added |
| Advisory Services Network, LLC | 3,795 | $306.9K | 0.01% | −91−2.3% | Reduced |
| Wendell David Associates Inc | 3,850 | $311.0K | 0.04% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,849 | $311.3K | 0.02% | −220−5.4% | Reduced |
| Ballentine Partners, LLC | 3,864 | $312.6K | 0.01% | +504+15.0% | Added |
| Desjardins Global Asset Management Inc. | 3,865 | $312.6K | 0.04% | −2,752−41.6% | Reduced |
| AlphaMark Advisors, LLC | 3,880 | $314.0K | 0.14% | −350−8.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,884 | $314.2K | 0.15% | −254−6.1% | Reduced |
| Whalerock Point Partners, LLC | 3,889 | $314.6K | 0.11% | +59+1.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $314.7K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 3,902 | $315.6K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,903 | $315.7K | 0.01% | +737+23.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,917 | $316.8K | 0.01% | +135+3.6% | Added |
| True North Advisors, LLC | 3,925 | $317.5K | 0.09% | +3,925 | New |