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Livermore
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
Warwick Investment Management, Inc.2,600$210.3K0.08%+2,600New
Balentine LLC2,597$210.1K0.01%−1,925−42.6%Reduced
Safeguard Investment Advisory Group, LLC2,582$208.9K0.09%+2,582New
Horizon Wealth Management, LLC2,578$208.5K0.08%+2,578New
Wharton Business Group, LLC2,555$207.0K0.01%+2,555New
Armor Investment Advisors, LLC2,550$206.3K0.12%+2,550New
Walter & Keenan Financial Consulting Co2,520$203.8K0.07%+2,520New
Weybosset Research & Management LLC2,500$202.0K0.07%−1,800−41.9%Reduced
Hudock, Inc.2,493$201.7K0.05%+2,493New
Geller Advisors LLC2,491$201.5K0.03%+2,491New
Evergreen Capital Management LLC2,488$201.3K0.01%−821−24.8%Reduced
Caldwell Sutter Capital, Inc.2,405$194.5K0.10%+267+12.5%Added
Pflug Koory, LLC2,215$179.2K0.09%00.0%Unchanged
Lindbrook Capital, LLC2,079$168.2K0.02%+31+1.5%Added
Parallel Advisors, LLC2,065$167.1K0.01%+357+20.9%Added
Motco1,955$158.1K0.01%+3+0.2%Added
TD Waterhouse Canada Inc.1,927$156.9K0.00%+195+11.3%Added
Carmel Capital Partners, LLC1,880$152.1K0.08%+136+7.8%Added
Massmutual Trust Co FSB1,875$151.7K0.01%+897+91.7%Added
Ninepoint Partners LP1,857$150.2K0.02%+1,857New
Cutler Group LP1,815$146.0K0.03%+1,381+318.2%Added
Spire Wealth Management1,802$145.8K0.01%−121−6.3%Reduced
Colonial Trust Advisors1,745$141.2K0.02%+2+0.1%Added
Achmea Investment Management B.V.1,744$141.0K0.00%+890+104.2%Added
Allworth Financial LP1,640$132.7K0.00%+154+10.4%Added
Parkside Financial Bank & Trust1,639$132.6K0.03%+1+0.1%Added
Harbor Investment Advisory, LLC1,596$129.1K0.02%00.0%Unchanged
Kapitalo Investimentos Ltda1,567$128.3K0.02%+1,567New
Lazard Asset Management LLC1,588$128.0K0.00%+23+1.5%Added
Stonebridge Capital Advisors LLC1,576$127.5K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC1,540$124.6K0.01%+111+7.8%Added
Hanson & Doremus Investment Management1,500$121.0K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,469$118.8K0.01%00.0%Unchanged
Natixis1,430$115.7K0.00%+1,430New
Ci Investments Inc.1,368$111.0K0.00%+115+9.2%Added
Aspire Private Capital, LLC1,364$110.3K0.04%+143+11.7%Added
MV Capital Management, Inc.1,327$107.3K0.01%+72+5.7%Added
Alta Advisers Ltd1,300$105.2K0.06%00.0%Unchanged
TCTC Holdings, LLC1,262$102.1K0.00%00.0%Unchanged
Riverview Trust Co1,242$100.5K0.09%−100−7.5%Reduced
Clearstead Advisors, LLC1,229$99.4K0.01%+21+1.7%Added
Harbour Investments, Inc.1,226$99.2K0.00%−91−6.9%Reduced
Key Financial Inc1,226$99.2K0.03%+59+5.1%Added
Creative Financial Designs Inc1,224$99.0K0.01%+81+7.1%Added
Westside Investment Management, Inc.1,200$97.6K0.03%00.0%Unchanged
Capital Analysts, LLC1,191$96.0K0.01%+5+0.4%Added
Zions Bancorporation, N.A.1,186$95.9K0.01%+14+1.2%Added
SJS Investment Consulting Inc.1,173$94.9K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,162$94.0K0.00%−800−40.8%Reduced
Emfo, LLC1,150$93.0K0.08%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,117$90.3K0.01%+9+0.8%Added
Arcadia Investment Management Corp1,101$89.1K0.02%00.0%Unchanged
Washington Trust Co1,090$88.2K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC1,084$87.7K0.02%00.0%Unchanged
City State Bank1,058$86.0K0.05%00.0%Unchanged
Paradigm Asset Management Co LLC1,038$84.0K0.02%00.0%Unchanged
Grove Bank & Trust1,030$83.3K0.02%00.0%Unchanged
Glassman Wealth Services1,008$81.5K0.01%+35+3.6%Added
Beacon Capital Management, LLC977$79.0K0.02%−53−5.1%Reduced
Bollard Group LLC959$78.0K0.00%+30+3.2%Added
IFP Advisors, Inc1,333$77.3K0.00%−1,122−45.7%Reduced
Private Ocean, LLC948$76.7K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd915$74.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton909$73.5K0.02%−99−9.8%Reduced
Optimum Investment Advisors907$73.3K0.04%+2+0.2%Added
Glen Eagle Advisors, LLC869$70.3K0.02%+190+28.0%Added
Deseret Mutual Benefit Administrators863$69.8K0.03%00.0%Unchanged
Trust Co850$68.8K0.01%00.0%Unchanged
Old Second National Bank of Aurora808$65.4K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.775$65.3K0.00%+96+14.1%Added
Gradient Investments LLC774$62.6K0.00%+15+2.0%Added
Livforsakringsbolaget Skandia, Omsesidigt745$60.2K0.01%00.0%Unchanged
Webster Bank, N. A.740$59.9K0.01%00.0%Unchanged
Quent Capital, LLC731$59.1K0.01%+8+1.1%Added
Private Trust Co NA707$57.2K0.01%−62−8.1%Reduced
IAG Wealth Partners, LLC700$56.6K0.01%00.0%Unchanged
AdvisorNet Financial, Inc663$53.7K0.00%−120−15.3%Reduced
Clear Street Markets LLC649$52.0K0.02%−280−30.1%Reduced
Atlantic Trust, LLC715$51.3K0.02%−2,309−76.4%Reduced
Caldwell Trust Co610$49.3K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.602$48.7K0.02%+309+105.5%Added
Focused Wealth Management, Inc591$47.8K0.01%+1+0.2%Added
Geneos Wealth Management Inc.585$47.3K0.00%−148−20.2%Reduced
First Horizon Advisors, Inc.570$46.1K0.00%−646−53.1%Reduced
Valley National Advisers Inc525$43.0K0.01%+25+5.0%Added
Colonial Trust Co531$43.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.525$42.5K0.02%−5−0.9%Reduced
North Star Investment Management Corp.516$41.7K0.00%00.0%Unchanged
HM Payson & Co500$40.4K0.00%00.0%Unchanged
Annapolis Financial Services, LLC500$40.4K0.01%00.0%Unchanged
Smithfield Trust Co500$40.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC500$40.0K0.02%00.0%Unchanged
Farther Finance Advisors, LLC472$38.2K0.01%+10+2.2%Added
Pinnacle Bancorp, Inc.450$36.4K0.01%00.0%Unchanged
Atlas Capital Advisors LLC439$35.5K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.405$32.8K0.00%+77+23.5%Added
Compass Wealth Management LLC400$32.4K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.387$31.3K0.03%−100−20.5%Reduced
Disciplined Investments, LLC387$31.3K0.02%00.0%Unchanged
ORG Partners LLC364$29.2K0.00%+364New