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Livermore
ZHEN

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.

Institutional holdersQ2 2023: 813 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2023: $39.9B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2023.

Institutions holding WELL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fukoku Mutual Life Insurance Co4,163$336.7K0.03%+4,163New
V-Square Quantitative Management LLC4,140$334.9K0.24%+478+13.1%Added
First American Trust, FSB4,124$334.0K0.05%00.0%Unchanged
Siemens Fonds Invest GmbH4,139$333.2K0.03%+110+2.7%Added
We Are One Seven, LLC4,041$326.9K0.03%−1,070−20.9%Reduced
Wedmont Private Capital4,044$323.4K0.03%+623+18.2%Added
Dorsey & Whitney Trust CO LLC3,970$321.1K0.03%+852+27.3%Added
Pearl River Capital, LLC3,952$319.7K0.05%−6,285−61.4%Reduced
Moors & Cabot, Inc.3,952$319.7K0.02%−25−0.6%Reduced
Flputnam Investment Management Co3,945$319.1K0.01%−19−0.5%Reduced
Glenmede Trust Co NA4,447$318.8K0.00%00.0%Unchanged
Dearborn Partners LLC3,941$318.8K0.01%+77+2.0%Added
True North Advisors, LLC3,925$317.5K0.09%+3,925New
Prime Capital Investment Advisors, LLC3,917$316.8K0.01%+135+3.6%Added
HB Wealth Management, LLC3,903$315.7K0.01%+737+23.3%Added
SFMG, LLC3,902$315.6K0.03%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.3,969$314.7K0.17%00.0%Unchanged
Whalerock Point Partners, LLC3,889$314.6K0.11%+59+1.5%Added
Carmichael Hill & Associates, Inc.3,884$314.2K0.15%−254−6.1%Reduced
AlphaMark Advisors, LLC3,880$314.0K0.14%−350−8.3%Reduced
Desjardins Global Asset Management Inc.3,865$312.6K0.04%−2,752−41.6%Reduced
Ballentine Partners, LLC3,864$312.6K0.01%+504+15.0%Added
Visionary Wealth Advisors3,849$311.3K0.02%−220−5.4%Reduced
Wendell David Associates Inc3,850$311.0K0.04%00.0%Unchanged
Advisory Services Network, LLC3,795$306.9K0.01%−91−2.3%Reduced
Diversified Trust Co3,697$299.0K0.01%+102+2.8%Added
Cypress Capital Group3,687$298.2K0.04%00.0%Unchanged
Boston Private Wealth LLC3,683$298.0K0.01%−96−2.5%Reduced
Savant Capital, LLC3,682$297.8K0.00%+490+15.4%Added
Stratos Wealth Partners, LTD.3,672$297.1K0.01%−152−4.0%Reduced
Schechter Investment Advisors, LLC3,619$292.7K0.03%+588+19.4%Added
TrinityPoint Wealth, LLC3,598$291.0K0.06%+57+1.6%Added
Legacy Wealth Asset Management, LLC3,558$287.8K0.10%+47+1.3%Added
Proequities, Inc.3,539$286.3K0.02%+6+0.2%Added
Hutchens & Kramer Investment Management Group, LLC3,532$285.7K0.23%−569−13.9%Reduced
Sigma Planning Corp3,530$285.6K0.01%−1,090−23.6%Reduced
Bessemer Group Inc3,522$284.0K0.00%+1,088+44.7%Added
Mosaic Family Wealth Partners, LLC3,500$283.1K0.06%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,499$283.0K0.01%−215−5.8%Reduced
Empowered Funds, LLC3,482$281.7K0.01%+3,482New
EA Series Trust3,482$281.7K0.01%+3,482New
Ashton Thomas Private Wealth, LLC3,471$280.8K0.02%+3,471New
GTS Securities LLC3,466$280.4K0.01%+3,466New
Eudaimonia Advisors LLC3,406$275.5K0.18%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.3,404$275.4K0.04%00.0%Unchanged
Bogart Wealth, LLC3,384$273.7K0.02%00.0%Unchanged
Fairfield Financial Advisors, LTD3,380$273.4K0.11%+2,512+289.4%Added
Baltimore-Washington Financial Advisors, Inc.3,354$271.3K0.02%−1,959−36.9%Reduced
Prairie Sky Financial Group LLC3,332$269.5K0.18%+3,332New
Erste Asset Management GmbH3,300$266.9K0.00%+600+22.2%Added
Equitable Holdings, Inc.3,271$264.6K0.00%+57+1.8%Added
Beech Hill Advisors, Inc.3,250$262.9K0.13%00.0%Unchanged
Everhart Financial Group, Inc.3,243$262.3K0.11%+386+13.5%Added
Shelton Capital Management3,192$258.2K0.01%00.0%Unchanged
Change Path, LLC3,191$258.0K0.01%+164+5.4%Added
Blueprint Investment Partners LLC3,183$257.5K0.09%−397−11.1%Reduced
Pinnacle Wealth Management Group, Inc.3,167$256.2K0.22%00.0%Unchanged
Personal Cfo Solutions, LLC3,156$255.3K0.05%−603−16.0%Reduced
PDS Planning, Inc3,145$254.4K0.03%+3,145New
Fortitude Advisory Group L.L.C.3,116$252.1K0.19%−1,610−34.1%Reduced
Independent Financial Group, LLC3,115$251.9K0.02%−595−16.0%Reduced
J.W. Cole Advisors, Inc.3,100$250.8K0.02%−27−0.9%Reduced
Great Valley Advisor Group, Inc.3,096$250.0K0.01%+49+1.6%Added
CoreCap Advisors, LLC3,090$249.9K0.02%+3,090New
Whittier Trust Co of Nevada Inc3,048$246.5K0.01%00.0%Unchanged
Sentry Investment Management LLC3,040$246.0K0.09%+3,040New
Old National Bancorp3,037$245.7K0.01%+3,037New
Paloma Partners Management Co3,016$244.0K0.06%+3,016New
Dividend Assets Capital, LLC3,000$243.0K0.05%00.0%Unchanged
Brighton Jones LLC2,962$239.6K0.01%+2,962New
Rehmann Capital Advisory Group2,959$239.4K0.02%−371−11.1%Reduced
CX Institutional2,924$236.6K0.01%+2,924New
Van Hulzen Asset Management, LLC2,900$235.0K0.02%00.0%Unchanged
Bowman & Co S.C.2,888$233.6K0.18%−948−24.7%Reduced
FineMark National Bank & Trust2,877$232.7K0.01%+2,877New
Balboa Wealth Partners2,842$229.9K0.08%+2,842New
Financial Advocates Investment Management2,834$229.2K0.02%+2,834New
EP Wealth Advisors, LLC13,673$227.5K0.00%+11,179+448.2%Added
Valeo Financial Advisors, LLC2,809$227.2K0.01%+2,809New
Barnes Pettey Financial Advisors, LLC2,802$226.7K0.20%00.0%Unchanged
Hartline Investment Corp2,782$225.0K0.04%+2,782New
Mutual Advisors, LLC2,775$224.4K0.01%−178−6.0%Reduced
Conning Inc.2,770$224.1K0.01%−240−8.0%Reduced
Bokf, NA2,755$222.9K0.00%−332−10.8%Reduced
Merit Financial Group, LLC2,744$221.9K0.01%+2,744New
Koshinski Asset Management, Inc.2,731$220.9K0.02%+2,731New
Marcum Wealth, LLC2,731$220.9K0.03%+2,731New
Keel Point, LLC2,707$219.0K0.03%+2,707New
Keystone Financial Group2,681$216.9K0.04%+2,681New
Nilsine Partners, LLC2,680$216.8K0.03%+2,680New
Angeles Investment Advisors, LLC2,670$216.0K0.02%+2,670New
Sage Mountain Advisors LLC2,658$215.0K0.03%+2,658New
HBK Sorce Advisory LLC2,651$214.5K0.01%+2,651New
M&G Investment Management Ltd2,643$214.1K0.00%−1,129−29.9%Reduced
IMPACTfolio, LLC2,645$214.0K0.17%+2,645New
Kingsview Wealth Management, LLC2,636$213.2K0.01%+2,636New
SeaCrest Wealth Management, LLC2,636$213.2K0.03%+2,636New
Cullen/Frost Bankers, Inc.2,626$212.4K0.00%+46+1.8%Added
Summit Trail Advisors, LLC2,606$210.8K0.01%+2,606New
Register Financial Advisors LLC2,600$210.3K0.15%00.0%Unchanged