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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 19,385 | $1.57M | 0.03% | −734−3.6% | Reduced |
| Cetera Advisors LLC | 19,572 | $1.58M | 0.02% | −19−0.1% | Reduced |
| D.A. Davidson & Co. | 19,753 | $1.60M | 0.02% | −108−0.5% | Reduced |
| Capital Investment Advisors, LLC | 19,765 | $1.60M | 0.05% | −2,885−12.7% | Reduced |
| Commerzbank Aktiengesellschaft | 20,184 | $1.63M | 0.08% | −4,912−19.6% | Reduced |
| MAI Capital Management | 20,262 | $1.64M | 0.02% | −2,473−10.9% | Reduced |
| Sumitomo Life Insurance Co | 20,347 | $1.65M | 0.07% | −1,997−8.9% | Reduced |
| Ethic Inc. | 21,302 | $1.72M | 0.06% | +2,043+10.6% | Added |
| Beacon Pointe Advisors, LLC | 21,468 | $1.74M | 0.03% | −1,858−8.0% | Reduced |
| E. Ohman J:or Asset Management AB | 21,704 | $1.76M | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 21,819 | $1.76M | 0.15% | +12,671+138.5% | Added |
| Old North State Wealth Management, LLC | 22,065 | $1.79M | 1.57% | +175+0.8% | Added |
| United Capital Financial Advisers, LLC | 22,197 | $1.80M | 0.01% | −2,566−10.4% | Reduced |
| Spirit of America Management Corp | 22,225 | $1.80M | 0.41% | +500+2.3% | Added |
| Forte Capital LLC | 22,647 | $1.83M | 0.26% | −585−2.5% | Reduced |
| Naviter Wealth, LLC | 22,780 | $1.84M | 0.47% | +2,630+13.1% | Added |
| DuPont Capital Management Corp | 22,788 | $1.84M | 0.09% | −697−3.0% | Reduced |
| Avitas Wealth Management LLC | 22,899 | $1.85M | 0.34% | +152+0.7% | Added |
| New Mexico Educational Retirement Board | 22,948 | $1.86M | 0.08% | +1,100+5.0% | Added |
| Raymond James Trust N.A. | 23,375 | $1.89M | 0.05% | +1,413+6.4% | Added |
| Wealthfront Advisers LLC | 23,456 | $1.90M | 0.01% | +4,355+22.8% | Added |
| Baird Financial Group, Inc. | 23,732 | $1.92M | 0.01% | +76+0.3% | Added |
| Pensionfund Sabic | 25,259 | $2.04M | 0.68% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,040 | $2.04M | 0.02% | −691−2.7% | Reduced |
| Endeavour Capital Advisors Inc | 25,340 | $2.05M | 0.90% | 00.0% | Unchanged |
| Commerce Bank | 25,601 | $2.07M | 0.02% | −348−1.3% | Reduced |
| Romano Brothers and Company | 26,683 | $2.16M | 0.32% | −925−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 26,789 | $2.17M | 0.05% | −464−1.7% | Reduced |
| Ostrum Asset Management | 27,263 | $2.21M | 0.18% | +63+0.2% | Added |
| Lincluden Management Ltd | 27,371 | $2.21M | 0.26% | 00.0% | Unchanged |
| Boston Family Office LLC | 27,444 | $2.22M | 0.17% | −290−1.0% | Reduced |
| Gotham Asset Management, LLC | 27,833 | $2.25M | 0.05% | −10,894−28.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,594 | $2.31M | 0.29% | +913+3.3% | Added |
| Blair William & Co | 28,614 | $2.31M | 0.01% | −58−0.2% | Reduced |
| Mercer Global Advisors Inc | 29,516 | $2.39M | 0.01% | −355−1.2% | Reduced |
| CI Private Wealth, LLC | 29,532 | $2.39M | 0.01% | +2,566+9.5% | Added |
| Fred Alger Management, LLC | 29,825 | $2.41M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,397 | $2.46M | 0.04% | +3,586+13.4% | Added |
| Kinneret Advisory, LLC | 30,605 | $2.48M | 0.29% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 30,700 | $2.48M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30,823 | $2.49M | 0.01% | +1,983+6.9% | Added |
| Summit Place Financial Advisors, LLC | 30,933 | $2.50M | 1.62% | +673+2.2% | Added |
| MML Investors Services, LLC | 31,190 | $2.52M | 0.01% | +2,799+9.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,207 | $2.52M | 0.06% | +14,284+84.4% | Added |
| Shell Asset Management Co | 31,527 | $2.55M | 0.10% | −2,933−8.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 32,085 | $2.60M | 0.77% | +408+1.3% | Added |
| KBC Group NV | 32,220 | $2.61M | 0.01% | −3,412−9.6% | Reduced |
| Impax Asset Management Group plc | 33,064 | $2.67M | 0.01% | −983−2.9% | Reduced |
| Prudential PLC | 33,189 | $2.68M | 0.03% | +1,225+3.8% | Added |
| Wolverine Trading, LLC | 34,476 | $2.77M | 0.04% | +10,582+44.3% | Added |
| National Asset Management, Inc. | 34,376 | $2.78M | 0.06% | −6,563−16.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,506 | $2.79M | 0.04% | −555−1.6% | Reduced |
| Agf Management Ltd | 34,927 | $2.83M | 0.02% | +11,549+49.4% | Added |
| JustInvest LLC | 34,951 | $2.83M | 0.09% | +3,352+10.6% | Added |
| Tower Research Capital LLC (TRC) | 35,228 | $2.85M | 0.10% | +21,056+148.6% | Added |
| Capital Group Private Client Services, Inc. | 36,165 | $2.93M | 0.03% | +36,165 | New |
| Spinnaker Trust | 36,731 | $2.97M | 0.22% | +660+1.8% | Added |
| Kornitzer Capital Management Inc | 36,790 | $2.98M | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 36,842 | $2.98M | 0.15% | +1,138+3.2% | Added |
| Maryland State Retirement & Pension System | 37,946 | $3.07M | 0.06% | +746+2.0% | Added |
| Lockheed Martin Investment Management Co | 38,053 | $3.08M | 0.18% | +3,900+11.4% | Added |
| KMG Fiduciary Partners, LLC | 38,109 | $3.08M | 0.40% | −1,531−3.9% | Reduced |
| Fifth Third Bancorp | 38,420 | $3.11M | 0.01% | −3,995−9.4% | Reduced |
| Oregon Public Employees Retirement Fund | 38,664 | $3.13M | 0.04% | +2,219+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,879 | $3.15M | 0.01% | −6,351−14.0% | Reduced |
| US Bancorp | 39,217 | $3.17M | 0.01% | −182−0.5% | Reduced |
| Nordea Investment Management AB | 39,836 | $3.22M | 0.00% | +3,632+10.0% | Added |
| Kentucky Retirement Systems | 39,962 | $3.23M | 0.11% | +2,601+7.0% | Added |
| Oppenheimer Asset Management Inc. | 39,994 | $3.24M | 0.05% | −20,198−33.6% | Reduced |
| Vident Investment Advisory, LLC | 40,089 | $3.24M | 0.11% | −26−0.1% | Reduced |
| Bank of Nova Scotia | 40,171 | $3.25M | 0.01% | +7,429+22.7% | Added |
| Brown Advisory Inc | 40,308 | $3.26M | 0.01% | −8,976−18.2% | Reduced |
| Securian Asset Management, Inc | 40,546 | $3.28M | 0.08% | +1,500+3.8% | Added |
| Nicola Wealth Management Ltd. | 40,695 | $3.29M | 0.32% | −7,040−14.7% | Reduced |
| Elo Mutual Pension Insurance Co | 40,841 | $3.30M | 0.10% | +3,111+8.2% | Added |
| Private Asset Management Inc | 41,347 | $3.34M | 0.64% | −6,620−13.8% | Reduced |
| Tekla Capital Management LLC | 41,484 | $3.36M | 0.13% | 00.0% | Unchanged |
| Hartford Investment Management Co | 41,834 | $3.38M | 0.13% | −3,723−8.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.41M | 0.03% | −1,707−3.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,411 | $3.51M | 0.07% | −15,000−25.7% | Reduced |
| Creative Planning | 44,326 | $3.59M | 0.00% | +1,600+3.7% | Added |
| Candriam Luxembourg S.C.A. | 44,710 | $3.62M | 0.03% | −33,794−43.0% | Reduced |
| British Columbia Investment Management Corp | 44,758 | $3.62M | 0.03% | +2,680+6.4% | Added |
| Cetera Advisor Networks LLC | 44,924 | $3.63M | 0.03% | −1,932−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 45,263 | $3.66M | 0.01% | −3,563−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 45,490 | $3.68M | 0.01% | +33,690+285.5% | Added |
| Peapack Gladstone Financial Corp | 47,318 | $3.83M | 0.07% | −252−0.5% | Reduced |
| Moran Wealth Management, LLC | 47,363 | $3.83M | 0.14% | +1,305+2.8% | Added |
| Allstate Corp | 47,624 | $3.85M | 0.25% | −18,541−28.0% | Reduced |
| Windward Capital Management Co | 49,584 | $4.01M | 0.36% | −41−0.1% | Reduced |
| Callahan Advisors, LLC | 49,953 | $4.04M | 0.49% | +1,573+3.3% | Added |
| Gulf International Bank (UK) Ltd | 50,037 | $4.05M | 0.10% | −12,307−19.7% | Reduced |
| Squarepoint Ops LLC | 50,389 | $4.08M | 0.02% | +50,389 | New |
| Advisors Asset Management, Inc. | 51,452 | $4.16M | 0.09% | +1,368+2.7% | Added |
| Andra AP-fonden | 51,700 | $4.18M | 0.11% | +41,500+406.9% | Added |
| HGI Capital Management, LLC | 52,541 | $4.25M | 2.04% | −86,950−62.3% | Reduced |
| Rafferty Asset Management, LLC | 52,894 | $4.28M | 0.02% | +3,230+6.5% | Added |
| GSI Capital Advisors LLC | 53,568 | $4.33M | 2.65% | −79,135−59.6% | Reduced |
| Janney Montgomery Scott LLC | 53,653 | $4.34M | 0.02% | +1,490+2.9% | Added |
| Metis Global Partners, LLC | 53,926 | $4.36M | 0.24% | +31,415+139.6% | Added |