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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 8,979 | $726.3K | 0.38% | +8,979 | New |
| Sandy Spring Bank | 8,916 | $721.2K | 0.04% | +8,916 | New |
| Atlantic Union Bankshares Corp | 8,850 | $715.9K | 0.07% | −275−3.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,740 | $707.4K | 0.05% | −1,267−12.7% | Reduced |
| Schnieders Capital Management LLC | 8,721 | $705.4K | 0.15% | −100−1.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,684 | $702.0K | 0.21% | −41−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,596 | $695.4K | 0.03% | −10.0% | Reduced |
| Values First Advisors, Inc. | 8,580 | $694.0K | 0.42% | +486+6.0% | Added |
| Level Four Advisory Services, LLC | 8,558 | $692.2K | 0.04% | +475+5.9% | Added |
| Whittier Trust Co | 8,526 | $689.6K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,522 | $689.3K | 0.12% | +31+0.4% | Added |
| Coldstream Capital Management Inc | 8,521 | $689.3K | 0.02% | +2,386+38.9% | Added |
| AE Wealth Management LLC | 8,516 | $688.9K | 0.00% | −542−6.0% | Reduced |
| Moody National Bank Trust Division | 8,382 | $678.0K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,376 | $677.5K | 0.01% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 8,361 | $676.3K | 0.45% | +2,414+40.6% | Added |
| Ingalls & Snyder LLC | 8,351 | $676.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,333 | $674.1K | 0.00% | +2,972+55.4% | Added |
| Banco BTG Pactual S.A. | 8,283 | $670.0K | 0.43% | +8,283 | New |
| Checchi Capital Advisers, LLC | 8,246 | $667.0K | 0.06% | +36+0.4% | Added |
| Wetherby Asset Management Inc | 8,109 | $655.9K | 0.04% | −237−2.8% | Reduced |
| Veritable, L.P. | 8,091 | $654.5K | 0.01% | −15−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 7,925 | $641.1K | 0.63% | −667−7.8% | Reduced |
| NewEdge Wealth, LLC | 7,909 | $639.8K | 0.02% | −218−2.7% | Reduced |
| Global Retirement Partners, LLC | 7,905 | $639.4K | 0.03% | +98+1.3% | Added |
| Stiles Financial Services Inc | 7,771 | $628.6K | 0.31% | −26−0.3% | Reduced |
| Huntington National Bank | 7,677 | $621.0K | 0.01% | −1,439−15.8% | Reduced |
| Monetary Management Group Inc | 7,575 | $612.7K | 0.19% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,512 | $607.6K | 0.03% | +233+3.2% | Added |
| Wexford Capital LP | 7,505 | $607.1K | 0.12% | −2,163−22.4% | Reduced |
| Madden Advisory Services, Inc. | 7,503 | $606.9K | 0.39% | −260−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,468 | $604.1K | 0.07% | +830+12.5% | Added |
| Lincoln National Corp | 7,411 | $599.5K | 0.01% | +230+3.2% | Added |
| Greenleaf Trust | 7,395 | $598.2K | 0.01% | +722+10.8% | Added |
| Summit Financial Group Inc | 7,353 | $594.8K | 0.23% | 00.0% | Unchanged |
| Stephens Inc | 7,235 | $585.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,216 | $583.7K | 0.01% | +261+3.8% | Added |
| Signaturefd, LLC | 7,124 | $576.3K | 0.01% | +622+9.6% | Added |
| Farmers & Merchants Investments Inc | 6,975 | $564.2K | 0.02% | +1,633+30.6% | Added |
| TD Private Client Wealth LLC | 6,934 | $560.9K | 0.02% | −1,203−14.8% | Reduced |
| Quadrant Capital Group LLC | 6,877 | $556.3K | 0.06% | −144−2.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,845 | $553.7K | 0.32% | +22+0.3% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $531.4K | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,557 | $526.5K | 0.02% | +132+2.1% | Added |
| Fund Management at Engine No. 1 LLC | 6,468 | $523.2K | 0.10% | +736+12.8% | Added |
| Pacific Sun Financial Corp | 7,238 | $518.9K | 0.35% | +7,238 | New |
| Sheaff Brock Investment Advisors, LLC | 6,409 | $518.4K | 0.05% | +250+4.1% | Added |
| Beverly Hills Private Wealth, LLC | 6,292 | $518.3K | 0.09% | +2,870+83.9% | Added |
| Sequoia Financial Advisors, LLC | 6,253 | $505.8K | 0.01% | +150+2.5% | Added |
| Dudley Capital Management, LLC | 6,250 | $505.6K | 0.34% | −200−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 6,218 | $503.0K | 0.01% | −4,198−40.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,205 | $502.0K | 0.00% | +1,524+32.6% | Added |
| Vestmark Advisory Solutions, Inc. | 6,151 | $497.6K | 0.02% | −3,768−38.0% | Reduced |
| DRW Securities, LLC | 6,014 | $486.0K | 0.04% | +749+14.2% | Added |
| 1832 Asset Management L.P. | 6,000 | $485.3K | 0.00% | +6,000 | New |
| Cigna Investments Inc | 5,999 | $485.0K | 0.09% | +315+5.5% | Added |
| Ameritas Investment Partners, Inc. | 5,953 | $481.5K | 0.02% | +145+2.5% | Added |
| Hendershot Investments Inc. | 5,927 | $479.4K | 0.08% | −500−7.8% | Reduced |
| Pathstone Family Office, LLC | 6,226 | $478.6K | 0.01% | +2,352+60.7% | Added |
| HF Advisory Group, LLC | 5,778 | $467.4K | 0.37% | +1,040+22.0% | Added |
| Johnson Investment Counsel Inc | 5,704 | $461.4K | 0.01% | +48+0.8% | Added |
| Baldwin Brothers Inc | 5,700 | $461.1K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 5,604 | $453.0K | 0.03% | −5,155−47.9% | Reduced |
| Glenview Trust Co | 5,545 | $448.5K | 0.01% | −17−0.3% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $444.6K | 0.25% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,494 | $444.0K | 0.01% | +499+10.0% | Added |
| Sara-Bay Financial | 5,372 | $434.5K | 0.21% | −175−3.2% | Reduced |
| Mirova | 5,326 | $430.8K | 0.08% | −6,744−55.9% | Reduced |
| Jones Financial Companies LLLP | 5,317 | $430.1K | 0.00% | −81−1.5% | Reduced |
| Elequin Capital LP | 5,252 | $424.8K | 0.22% | +5,252 | New |
| Benjamin Edwards Inc | 5,228 | $423.0K | 0.10% | +2,128+68.6% | Added |
| First International Bank & Trust | 5,145 | $416.2K | 0.13% | +73+1.4% | Added |
| Integrated Advisors Network LLC | 5,100 | $412.5K | 0.02% | +66+1.3% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $409.3K | 0.38% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,019 | $406.0K | 0.05% | +651+14.9% | Added |
| Umb Bank N A | 4,974 | $402.3K | 0.01% | −952−16.1% | Reduced |
| Investment Advisory Group, LLC | 4,958 | $401.1K | 0.21% | +31+0.6% | Added |
| LCNB Corp | 4,935 | $399.2K | 0.17% | +125+2.6% | Added |
| Clarius Group, LLC | 4,907 | $396.9K | 0.03% | −115−2.3% | Reduced |
| Tower Bridge Advisors | 4,850 | $392.3K | 0.04% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,818 | $389.7K | 0.01% | −813−14.4% | Reduced |
| Proficio Capital Partners LLC | 4,811 | $389.2K | 0.05% | +39+0.8% | Added |
| IHT Wealth Management, LLC | 4,806 | $388.7K | 0.02% | −1,046−17.9% | Reduced |
| Texas Yale Capital Corp. | 4,760 | $385.0K | 0.02% | +5+0.1% | Added |
| Davenport & Co LLC | 4,743 | $383.6K | 0.00% | −283−5.6% | Reduced |
| Machina Capital S.A.S. | 4,731 | $382.7K | 0.22% | +4,731 | New |
| Pettyjohn, Wood & White, Inc | 4,718 | $381.6K | 0.09% | −10.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,691 | $379.5K | 0.06% | +33+0.7% | Added |
| Prudent Man Advisors, LLC | 4,646 | $376.0K | 0.14% | +29+0.6% | Added |
| Nations Financial Group Inc, | 4,603 | $372.4K | 0.04% | +10.0% | Added |
| Orion Capital Management LLC | 4,530 | $366.4K | 0.24% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,468 | $361.8K | 0.01% | −3,410−43.3% | Reduced |
| AlphaCore Capital LLC | 4,460 | $360.8K | 0.06% | +150+3.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,454 | $360.3K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,424 | $357.8K | 0.12% | +588+15.3% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $355.7K | 0.02% | 00.0% | Unchanged |
| Cambiar Investors LLC | 4,334 | $350.6K | 0.01% | −384,451−98.9% | Reduced |
| Investment Advisory Services Inc | 4,305 | $348.2K | 0.15% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,300 | $347.8K | 0.00% | +4,300 | New |
| Abbrea Capital, LLC | 4,283 | $346.0K | 0.05% | −280−6.1% | Reduced |