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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 3,941 | $318.8K | 0.01% | +77+2.0% | Added |
| Glenmede Trust Co NA | 4,447 | $318.8K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,945 | $319.1K | 0.01% | −19−0.5% | Reduced |
| Pearl River Capital, LLC | 3,952 | $319.7K | 0.05% | −6,285−61.4% | Reduced |
| Moors & Cabot, Inc. | 3,952 | $319.7K | 0.02% | −25−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,970 | $321.1K | 0.03% | +852+27.3% | Added |
| Wedmont Private Capital | 4,044 | $323.4K | 0.03% | +623+18.2% | Added |
| We Are One Seven, LLC | 4,041 | $326.9K | 0.03% | −1,070−20.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,139 | $333.2K | 0.03% | +110+2.7% | Added |
| First American Trust, FSB | 4,124 | $334.0K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,140 | $334.9K | 0.24% | +478+13.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,163 | $336.7K | 0.03% | +4,163 | New |
| Abbrea Capital, LLC | 4,283 | $346.0K | 0.05% | −280−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 4,300 | $347.8K | 0.00% | +4,300 | New |
| Investment Advisory Services Inc | 4,305 | $348.2K | 0.15% | 00.0% | Unchanged |
| Cambiar Investors LLC | 4,334 | $350.6K | 0.01% | −384,451−98.9% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $355.7K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,424 | $357.8K | 0.12% | +588+15.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,454 | $360.3K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,460 | $360.8K | 0.06% | +150+3.5% | Added |
| Prospera Financial Services Inc | 4,468 | $361.8K | 0.01% | −3,410−43.3% | Reduced |
| Orion Capital Management LLC | 4,530 | $366.4K | 0.24% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,603 | $372.4K | 0.04% | +10.0% | Added |
| Prudent Man Advisors, LLC | 4,646 | $376.0K | 0.14% | +29+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 4,691 | $379.5K | 0.06% | +33+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 4,718 | $381.6K | 0.09% | −10.0% | Reduced |
| Machina Capital S.A.S. | 4,731 | $382.7K | 0.22% | +4,731 | New |
| Davenport & Co LLC | 4,743 | $383.6K | 0.00% | −283−5.6% | Reduced |
| Texas Yale Capital Corp. | 4,760 | $385.0K | 0.02% | +5+0.1% | Added |
| IHT Wealth Management, LLC | 4,806 | $388.7K | 0.02% | −1,046−17.9% | Reduced |
| Proficio Capital Partners LLC | 4,811 | $389.2K | 0.05% | +39+0.8% | Added |
| Associated Banc-Corp | 4,818 | $389.7K | 0.01% | −813−14.4% | Reduced |
| Tower Bridge Advisors | 4,850 | $392.3K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,907 | $396.9K | 0.03% | −115−2.3% | Reduced |
| LCNB Corp | 4,935 | $399.2K | 0.17% | +125+2.6% | Added |
| Investment Advisory Group, LLC | 4,958 | $401.1K | 0.21% | +31+0.6% | Added |
| Umb Bank N A | 4,974 | $402.3K | 0.01% | −952−16.1% | Reduced |
| Good Life Advisors, LLC | 5,019 | $406.0K | 0.05% | +651+14.9% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $409.3K | 0.38% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,100 | $412.5K | 0.02% | +66+1.3% | Added |
| First International Bank & Trust | 5,145 | $416.2K | 0.13% | +73+1.4% | Added |
| Benjamin Edwards Inc | 5,228 | $423.0K | 0.10% | +2,128+68.6% | Added |
| Elequin Capital LP | 5,252 | $424.8K | 0.22% | +5,252 | New |
| Jones Financial Companies LLLP | 5,317 | $430.1K | 0.00% | −81−1.5% | Reduced |
| Mirova | 5,326 | $430.8K | 0.08% | −6,744−55.9% | Reduced |
| Sara-Bay Financial | 5,372 | $434.5K | 0.21% | −175−3.2% | Reduced |
| Financial Counselors Inc | 5,494 | $444.0K | 0.01% | +499+10.0% | Added |
| Lumbard & Kellner, LLC | 5,496 | $444.6K | 0.25% | 00.0% | Unchanged |
| Glenview Trust Co | 5,545 | $448.5K | 0.01% | −17−0.3% | Reduced |
| Summit Global Investments | 5,604 | $453.0K | 0.03% | −5,155−47.9% | Reduced |
| Baldwin Brothers Inc | 5,700 | $461.1K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,704 | $461.4K | 0.01% | +48+0.8% | Added |
| HF Advisory Group, LLC | 5,778 | $467.4K | 0.37% | +1,040+22.0% | Added |
| Pathstone Family Office, LLC | 6,226 | $478.6K | 0.01% | +2,352+60.7% | Added |
| Hendershot Investments Inc. | 5,927 | $479.4K | 0.08% | −500−7.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,953 | $481.5K | 0.02% | +145+2.5% | Added |
| Cigna Investments Inc | 5,999 | $485.0K | 0.09% | +315+5.5% | Added |
| 1832 Asset Management L.P. | 6,000 | $485.3K | 0.00% | +6,000 | New |
| DRW Securities, LLC | 6,014 | $486.0K | 0.04% | +749+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,151 | $497.6K | 0.02% | −3,768−38.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,205 | $502.0K | 0.00% | +1,524+32.6% | Added |
| Exchange Traded Concepts, LLC | 6,218 | $503.0K | 0.01% | −4,198−40.3% | Reduced |
| Dudley Capital Management, LLC | 6,250 | $505.6K | 0.34% | −200−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,253 | $505.8K | 0.01% | +150+2.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,292 | $518.3K | 0.09% | +2,870+83.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,409 | $518.4K | 0.05% | +250+4.1% | Added |
| Pacific Sun Financial Corp | 7,238 | $518.9K | 0.35% | +7,238 | New |
| Fund Management at Engine No. 1 LLC | 6,468 | $523.2K | 0.10% | +736+12.8% | Added |
| Horizon Investments, LLC | 6,557 | $526.5K | 0.02% | +132+2.1% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $531.4K | 0.15% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,845 | $553.7K | 0.32% | +22+0.3% | Added |
| Quadrant Capital Group LLC | 6,877 | $556.3K | 0.06% | −144−2.1% | Reduced |
| TD Private Client Wealth LLC | 6,934 | $560.9K | 0.02% | −1,203−14.8% | Reduced |
| Farmers & Merchants Investments Inc | 6,975 | $564.2K | 0.02% | +1,633+30.6% | Added |
| Signaturefd, LLC | 7,124 | $576.3K | 0.01% | +622+9.6% | Added |
| GWM Advisors LLC | 7,216 | $583.7K | 0.01% | +261+3.8% | Added |
| Stephens Inc | 7,235 | $585.3K | 0.01% | 00.0% | Unchanged |
| Summit Financial Group Inc | 7,353 | $594.8K | 0.23% | 00.0% | Unchanged |
| Greenleaf Trust | 7,395 | $598.2K | 0.01% | +722+10.8% | Added |
| Lincoln National Corp | 7,411 | $599.5K | 0.01% | +230+3.2% | Added |
| Meeder Advisory Services, Inc. | 7,468 | $604.1K | 0.07% | +830+12.5% | Added |
| Madden Advisory Services, Inc. | 7,503 | $606.9K | 0.39% | −260−3.3% | Reduced |
| Wexford Capital LP | 7,505 | $607.1K | 0.12% | −2,163−22.4% | Reduced |
| Profund Advisors LLC | 7,512 | $607.6K | 0.03% | +233+3.2% | Added |
| Monetary Management Group Inc | 7,575 | $612.7K | 0.19% | 00.0% | Unchanged |
| Huntington National Bank | 7,677 | $621.0K | 0.01% | −1,439−15.8% | Reduced |
| Stiles Financial Services Inc | 7,771 | $628.6K | 0.31% | −26−0.3% | Reduced |
| Global Retirement Partners, LLC | 7,905 | $639.4K | 0.03% | +98+1.3% | Added |
| NewEdge Wealth, LLC | 7,909 | $639.8K | 0.02% | −218−2.7% | Reduced |
| Richwood Investment Advisors, LLC | 7,925 | $641.1K | 0.63% | −667−7.8% | Reduced |
| Veritable, L.P. | 8,091 | $654.5K | 0.01% | −15−0.2% | Reduced |
| Wetherby Asset Management Inc | 8,109 | $655.9K | 0.04% | −237−2.8% | Reduced |
| Checchi Capital Advisers, LLC | 8,246 | $667.0K | 0.06% | +36+0.4% | Added |
| Banco BTG Pactual S.A. | 8,283 | $670.0K | 0.43% | +8,283 | New |
| Federated Hermes, Inc. | 8,333 | $674.1K | 0.00% | +2,972+55.4% | Added |
| Ingalls & Snyder LLC | 8,351 | $676.0K | 0.03% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 8,361 | $676.3K | 0.45% | +2,414+40.6% | Added |
| Banco Santander, S.A. | 8,376 | $677.5K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,382 | $678.0K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,516 | $688.9K | 0.00% | −542−6.0% | Reduced |