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 |
|---|---|---|---|---|---|
| Old North State Wealth Management, LLC | 22,065 | $1.79M | 1.57% | +175+0.8% | Added |
| Appleton Partners Inc | 21,819 | $1.76M | 0.15% | +12,671+138.5% | Added |
| E. Ohman J:or Asset Management AB | 21,704 | $1.76M | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,468 | $1.74M | 0.03% | −1,858−8.0% | Reduced |
| Ethic Inc. | 21,302 | $1.72M | 0.06% | +2,043+10.6% | Added |
| Sumitomo Life Insurance Co | 20,347 | $1.65M | 0.07% | −1,997−8.9% | Reduced |
| MAI Capital Management | 20,262 | $1.64M | 0.02% | −2,473−10.9% | Reduced |
| Commerzbank Aktiengesellschaft | 20,184 | $1.63M | 0.08% | −4,912−19.6% | Reduced |
| Capital Investment Advisors, LLC | 19,765 | $1.60M | 0.05% | −2,885−12.7% | Reduced |
| D.A. Davidson & Co. | 19,753 | $1.60M | 0.02% | −108−0.5% | Reduced |
| Cetera Advisors LLC | 19,572 | $1.58M | 0.02% | −19−0.1% | Reduced |
| Oppenheimer & Co Inc | 19,385 | $1.57M | 0.03% | −734−3.6% | Reduced |
| GYL Financial Synergies, LLC | 19,382 | $1.57M | 0.14% | +19,382 | New |
| Vontobel Holding Ltd. | 19,166 | $1.55M | 0.01% | +192+1.0% | Added |
| Advisor Partners II, LLC | 18,787 | $1.52M | 0.07% | +1,910+11.3% | Added |
| Atria Wealth Solutions, Inc. | 18,748 | $1.52M | 0.02% | +3,773+25.2% | Added |
| APG Asset Management N.V. | 20,250 | $1.50M | 0.00% | +1,100+5.7% | Added |
| Broderick Brian C | 18,500 | $1.50M | 0.39% | 00.0% | Unchanged |
| Formula Growth Ltd | 18,312 | $1.48M | 0.47% | +18,312 | New |
| Dean Investment Associates, LLC | 17,972 | $1.45M | 0.24% | −496−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,842 | $1.44M | 0.11% | +1,029+6.1% | Added |
| Liberty Capital Management, Inc. | 17,425 | $1.41M | 0.42% | −3,276−15.8% | Reduced |
| Brookstone Capital Management | 17,312 | $1.38M | 0.03% | +310+1.8% | Added |
| GEM Realty Capital | 16,912 | $1.37M | 0.24% | −294,140−94.6% | Reduced |
| Busey Wealth Management | 16,765 | $1.36M | 0.06% | −1,331−7.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,760 | $1.36M | 0.25% | −880−5.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,699 | $1.35M | 0.15% | −2,411−12.6% | Reduced |
| Atria Investments LLC | 16,642 | $1.35M | 0.02% | +101+0.6% | Added |
| Bayesian Capital Management, LP | 16,508 | $1.34M | 0.14% | +16,508 | New |
| American Financial Advisors, LLC | 16,494 | $1.33M | 0.21% | −76−0.5% | Reduced |
| Cascade Investment Advisors, Inc. | 16,117 | $1.30M | 0.97% | +40+0.2% | Added |
| UBS Oconnor LLC | 16,087 | $1.30M | 0.03% | −22,285−58.1% | Reduced |
| PFG Advisors | 15,885 | $1.28M | 0.10% | −836−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,678 | $1.27M | 0.03% | +826+5.6% | Added |
| Bard Associates Inc | 15,650 | $1.27M | 0.49% | −62−0.4% | Reduced |
| O'Rourke & Company, Inc | 15,638 | $1.26M | 0.89% | +159+1.0% | Added |
| Oxford Financial Group Ltd | 15,601 | $1.26M | 0.12% | +6,963+80.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,480 | $1.25M | 0.02% | +1,067+7.4% | Added |
| Ofi Invest Asset Management | 15,336 | $1.24M | 0.05% | −1,093,708−98.6% | Reduced |
| Assenagon Asset Management S.A. | 15,297 | $1.24M | 0.00% | −2,231−12.7% | Reduced |
| ProVise Management Group, LLC | 15,229 | $1.23M | 0.11% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $1.22M | 0.90% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,100 | $1.22M | 0.02% | −36,092−70.5% | Reduced |
| Colony Group LLC | 14,950 | $1.21M | 0.02% | −897−5.7% | Reduced |
| Ancora Advisors, LLC | 14,814 | $1.20M | 0.03% | −500−3.3% | Reduced |
| Ieq Capital, LLC | 14,781 | $1.20M | 0.02% | +1,461+11.0% | Added |
| NTV Asset Management LLC | 14,569 | $1.18M | 0.21% | −377−2.5% | Reduced |
| Perpetual Ltd | 14,484 | $1.17M | 0.01% | −5,080−26.0% | Reduced |
| Intech Investment Management LLC | 14,394 | $1.16M | 0.01% | −81,278−85.0% | Reduced |
| Wesbanco Bank Inc | 14,130 | $1.14M | 0.05% | −1,103−7.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,115 | $1.14M | 0.00% | −404−2.8% | Reduced |
| Quantinno Capital Management LP | 13,783 | $1.11M | 0.06% | +3,041+28.3% | Added |
| Banque Cantonale Vaudoise | 13,676 | $1.11M | 0.05% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 13,588 | $1.10M | 0.12% | 00.0% | Unchanged |
| Credit Agricole S A | 13,537 | $1.10M | 0.04% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,466 | $1.09M | 0.02% | −52,430−79.6% | Reduced |
| Welch Group, LLC | 13,400 | $1.08M | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 13,111 | $1.06M | 0.45% | −404−3.0% | Reduced |
| Cetera Investment Advisers | 13,106 | $1.06M | 0.01% | −702−5.1% | Reduced |
| JLP Asset Management, LLC | 13,000 | $1.05M | 1.16% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,540 | $1.01M | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 12,399 | $1.00M | 0.01% | +2,678+27.5% | Added |
| Garrison Bradford & Associates Inc | 12,380 | $1.00M | 1.21% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12,251 | $990.0K | 0.02% | +2,931+31.4% | Added |
| Bleakley Financial Group, LLC | 11,989 | $969.8K | 0.03% | +335+2.9% | Added |
| Sawtooth Solutions, LLC | 11,904 | $962.9K | 0.03% | +245+2.1% | Added |
| Independent Advisor Alliance | 11,849 | $958.4K | 0.04% | +1,358+12.9% | Added |
| Resources Investment Advisors, LLC. | 11,826 | $956.6K | 0.02% | −79−0.7% | Reduced |
| Park Avenue Securities LLC | 11,792 | $954.0K | 0.02% | +475+4.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,705 | $946.8K | 0.39% | +130+1.1% | Added |
| Alberta Investment Management Corp | 11,700 | $946.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 11,674 | $944.0K | 0.07% | −17,914−60.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,398 | $922.0K | 0.02% | +3,500+44.3% | Added |
| United Services Automobile Association | 11,305 | $914.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,264 | $911.2K | 0.01% | −5,043−30.9% | Reduced |
| 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 |
| AlphaCentric Advisors LLC | 11,059 | $894.6K | 0.50% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 11,029 | $892.1K | 0.32% | +255+2.4% | Added |
| Gray Wealth Management Inc. | 11,001 | $889.8K | 0.45% | +319+3.0% | Added |
| Ossiam | 10,987 | $888.7K | 0.02% | −1,410−11.4% | Reduced |
| Imprint Wealth LLC | 10,725 | $867.5K | 0.55% | +156+1.5% | Added |
| NFP Retirement, Inc. | 10,677 | $863.7K | 0.16% | −98−0.9% | Reduced |
| Arkadios Wealth Advisors | 10,606 | $857.9K | 0.10% | −2,067−16.3% | Reduced |
| Toroso Investments, LLC | 10,565 | $855.0K | 0.03% | −6,358−37.6% | Reduced |
| Warren Averett Asset Management, LLC | 10,545 | $853.0K | 0.04% | +1,861+21.4% | Added |
| Tokio Marine Asset Management Co Ltd | 10,539 | $852.5K | 0.05% | +983+10.3% | Added |
| Gamco Investors, Inc. Et Al | 10,500 | $849.3K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,206 | $825.5K | 0.01% | +25+0.2% | Added |
| Veriti Management LLC | 10,191 | $824.3K | 0.09% | +496+5.1% | Added |
| Lido Advisors, LLC | 10,119 | $818.5K | 0.01% | +134+1.3% | Added |
| Integrated Wealth Concepts LLC | 10,024 | $810.8K | 0.01% | −3,529−26.0% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $808.9K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,907 | $801.4K | 0.00% | −27−0.3% | Reduced |
| Fulcrum Capital LLC | 9,901 | $800.9K | 0.21% | −355−3.5% | Reduced |
| Vanderbilt University | 9,774 | $790.6K | 0.20% | −3,158−24.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,709 | $785.4K | 0.34% | −100−1.0% | Reduced |
| Snowden Capital Advisors LLC | 9,657 | $781.2K | 0.03% | −1,101−10.2% | Reduced |
| XTX Topco Ltd | 9,307 | $752.8K | 0.13% | +9,307 | New |
| Westwood Holdings Group Inc. | 9,000 | $728.0K | 0.01% | −55,000−85.9% | Reduced |