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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 8,521 | $689.3K | 0.02% | +2,386+38.9% | Added |
| PFG Investments, LLC | 8,522 | $689.3K | 0.12% | +31+0.4% | Added |
| Whittier Trust Co | 8,526 | $689.6K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,558 | $692.2K | 0.04% | +475+5.9% | Added |
| Values First Advisors, Inc. | 8,580 | $694.0K | 0.42% | +486+6.0% | Added |
| Carnegie Capital Asset Management, LLC | 8,596 | $695.4K | 0.03% | −10.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,684 | $702.0K | 0.21% | −41−0.5% | Reduced |
| Schnieders Capital Management LLC | 8,721 | $705.4K | 0.15% | −100−1.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,740 | $707.4K | 0.05% | −1,267−12.7% | Reduced |
| Atlantic Union Bankshares Corp | 8,850 | $715.9K | 0.07% | −275−3.0% | Reduced |
| Sandy Spring Bank | 8,916 | $721.2K | 0.04% | +8,916 | New |
| Sherbrooke Park Advisers LLC | 8,979 | $726.3K | 0.38% | +8,979 | New |
| Westwood Holdings Group Inc. | 9,000 | $728.0K | 0.01% | −55,000−85.9% | Reduced |
| XTX Topco Ltd | 9,307 | $752.8K | 0.13% | +9,307 | New |
| Snowden Capital Advisors LLC | 9,657 | $781.2K | 0.03% | −1,101−10.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,709 | $785.4K | 0.34% | −100−1.0% | Reduced |
| Vanderbilt University | 9,774 | $790.6K | 0.20% | −3,158−24.4% | Reduced |
| Fulcrum Capital LLC | 9,901 | $800.9K | 0.21% | −355−3.5% | Reduced |
| Panagora Asset Management Inc | 9,907 | $801.4K | 0.00% | −27−0.3% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $808.9K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,024 | $810.8K | 0.01% | −3,529−26.0% | Reduced |
| Lido Advisors, LLC | 10,119 | $818.5K | 0.01% | +134+1.3% | Added |
| Veriti Management LLC | 10,191 | $824.3K | 0.09% | +496+5.1% | Added |
| Avantax Advisory Services, Inc. | 10,206 | $825.5K | 0.01% | +25+0.2% | Added |
| Gamco Investors, Inc. Et Al | 10,500 | $849.3K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,539 | $852.5K | 0.05% | +983+10.3% | Added |
| Warren Averett Asset Management, LLC | 10,545 | $853.0K | 0.04% | +1,861+21.4% | Added |
| Toroso Investments, LLC | 10,565 | $855.0K | 0.03% | −6,358−37.6% | Reduced |
| Arkadios Wealth Advisors | 10,606 | $857.9K | 0.10% | −2,067−16.3% | Reduced |
| NFP Retirement, Inc. | 10,677 | $863.7K | 0.16% | −98−0.9% | Reduced |
| Imprint Wealth LLC | 10,725 | $867.5K | 0.55% | +156+1.5% | Added |
| Ossiam | 10,987 | $888.7K | 0.02% | −1,410−11.4% | Reduced |
| Gray Wealth Management Inc. | 11,001 | $889.8K | 0.45% | +319+3.0% | Added |
| Wambolt & Associates, LLC | 11,029 | $892.1K | 0.32% | +255+2.4% | Added |
| AlphaCentric Advisors LLC | 11,059 | $894.6K | 0.50% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,173 | $903.8K | 0.01% | +248+2.3% | Added |
| Orion Portfolio Solutions, LLC | 11,173 | $903.8K | 0.01% | +248+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 11,264 | $911.2K | 0.01% | −5,043−30.9% | Reduced |
| United Services Automobile Association | 11,305 | $914.5K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 11,398 | $922.0K | 0.02% | +3,500+44.3% | Added |
| Tobam | 11,674 | $944.0K | 0.07% | −17,914−60.5% | Reduced |
| Alberta Investment Management Corp | 11,700 | $946.4K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 11,705 | $946.8K | 0.39% | +130+1.1% | Added |
| Park Avenue Securities LLC | 11,792 | $954.0K | 0.02% | +475+4.2% | Added |
| Resources Investment Advisors, LLC. | 11,826 | $956.6K | 0.02% | −79−0.7% | Reduced |
| Independent Advisor Alliance | 11,849 | $958.4K | 0.04% | +1,358+12.9% | Added |
| Sawtooth Solutions, LLC | 11,904 | $962.9K | 0.03% | +245+2.1% | Added |
| Bleakley Financial Group, LLC | 11,989 | $969.8K | 0.03% | +335+2.9% | Added |
| Penserra Capital Management LLC | 12,251 | $990.0K | 0.02% | +2,931+31.4% | Added |
| Garrison Bradford & Associates Inc | 12,380 | $1.00M | 1.21% | 00.0% | Unchanged |
| CWM, LLC | 12,399 | $1.00M | 0.01% | +2,678+27.5% | Added |
| Everence Capital Management Inc | 13,540 | $1.01M | 0.08% | 00.0% | Unchanged |
| JLP Asset Management, LLC | 13,000 | $1.05M | 1.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,106 | $1.06M | 0.01% | −702−5.1% | Reduced |
| RDA Financial Network | 13,111 | $1.06M | 0.45% | −404−3.0% | Reduced |
| Welch Group, LLC | 13,400 | $1.08M | 0.06% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,466 | $1.09M | 0.02% | −52,430−79.6% | Reduced |
| Credit Agricole S A | 13,537 | $1.10M | 0.04% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 13,588 | $1.10M | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,676 | $1.11M | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,783 | $1.11M | 0.06% | +3,041+28.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,115 | $1.14M | 0.00% | −404−2.8% | Reduced |
| Wesbanco Bank Inc | 14,130 | $1.14M | 0.05% | −1,103−7.2% | Reduced |
| Intech Investment Management LLC | 14,394 | $1.16M | 0.01% | −81,278−85.0% | Reduced |
| Perpetual Ltd | 14,484 | $1.17M | 0.01% | −5,080−26.0% | Reduced |
| NTV Asset Management LLC | 14,569 | $1.18M | 0.21% | −377−2.5% | Reduced |
| Ieq Capital, LLC | 14,781 | $1.20M | 0.02% | +1,461+11.0% | Added |
| Ancora Advisors, LLC | 14,814 | $1.20M | 0.03% | −500−3.3% | Reduced |
| Colony Group LLC | 14,950 | $1.21M | 0.02% | −897−5.7% | Reduced |
| Verition Fund Management LLC | 15,100 | $1.22M | 0.02% | −36,092−70.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $1.22M | 0.90% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,229 | $1.23M | 0.11% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 15,297 | $1.24M | 0.00% | −2,231−12.7% | Reduced |
| Ofi Invest Asset Management | 15,336 | $1.24M | 0.05% | −1,093,708−98.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,480 | $1.25M | 0.02% | +1,067+7.4% | Added |
| Oxford Financial Group Ltd | 15,601 | $1.26M | 0.12% | +6,963+80.6% | Added |
| O'Rourke & Company, Inc | 15,638 | $1.26M | 0.89% | +159+1.0% | Added |
| Bard Associates Inc | 15,650 | $1.27M | 0.49% | −62−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,678 | $1.27M | 0.03% | +826+5.6% | Added |
| PFG Advisors | 15,885 | $1.28M | 0.10% | −836−5.0% | Reduced |
| UBS Oconnor LLC | 16,087 | $1.30M | 0.03% | −22,285−58.1% | Reduced |
| Cascade Investment Advisors, Inc. | 16,117 | $1.30M | 0.97% | +40+0.2% | Added |
| American Financial Advisors, LLC | 16,494 | $1.33M | 0.21% | −76−0.5% | Reduced |
| Bayesian Capital Management, LP | 16,508 | $1.34M | 0.14% | +16,508 | New |
| Atria Investments LLC | 16,642 | $1.35M | 0.02% | +101+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 16,699 | $1.35M | 0.15% | −2,411−12.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,760 | $1.36M | 0.25% | −880−5.0% | Reduced |
| Busey Wealth Management | 16,765 | $1.36M | 0.06% | −1,331−7.4% | Reduced |
| GEM Realty Capital | 16,912 | $1.37M | 0.24% | −294,140−94.6% | Reduced |
| Brookstone Capital Management | 17,312 | $1.38M | 0.03% | +310+1.8% | Added |
| Liberty Capital Management, Inc. | 17,425 | $1.41M | 0.42% | −3,276−15.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,842 | $1.44M | 0.11% | +1,029+6.1% | Added |
| Dean Investment Associates, LLC | 17,972 | $1.45M | 0.24% | −496−2.7% | Reduced |
| Formula Growth Ltd | 18,312 | $1.48M | 0.47% | +18,312 | New |
| Broderick Brian C | 18,500 | $1.50M | 0.39% | 00.0% | Unchanged |
| APG Asset Management N.V. | 20,250 | $1.50M | 0.00% | +1,100+5.7% | Added |
| Atria Wealth Solutions, Inc. | 18,748 | $1.52M | 0.02% | +3,773+25.2% | Added |
| Advisor Partners II, LLC | 18,787 | $1.52M | 0.07% | +1,910+11.3% | Added |
| Vontobel Holding Ltd. | 19,166 | $1.55M | 0.01% | +192+1.0% | Added |
| GYL Financial Synergies, LLC | 19,382 | $1.57M | 0.14% | +19,382 | New |