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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 349 | $28.2K | 0.00% | −2−0.6% | Reduced |
| Silvant Capital Management LLC | 348 | $28.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $27.9K | 0.00% | +2+0.6% | Added |
| Piscataqua Savings Bank | 338 | $27.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 326 | $26.4K | 0.01% | +35+12.0% | Added |
| Covestor Ltd | 327 | $26.0K | 0.02% | −3−0.9% | Reduced |
| West Financial Advisors, LLC | 320 | $25.9K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 317 | $25.6K | 0.01% | +317 | New |
| CVA Family Office, LLC | 305 | $24.7K | 0.01% | −5−1.6% | Reduced |
| JNBA Financial Advisors | 300 | $24.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 300 | $24.1K | 0.01% | +300 | New |
| HHM Wealth Advisors, LLC | 288 | $23.3K | 0.00% | −98−25.4% | Reduced |
| Manitou Investment Management Ltd. | 270 | $21.8K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 263 | $21.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 251 | $20.3K | 0.01% | +1+0.4% | Added |
| Earnest Partners LLC | 250 | $20.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $20.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 250 | $20.2K | 0.01% | +250 | New |
| Raleigh Capital Management Inc. | 249 | $20.1K | 0.01% | +2+0.8% | Added |
| Winch Advisory Services, LLC | 248 | $20.0K | 0.01% | +2+0.8% | Added |
| NVWM, LLC | 245 | $19.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 261 | $19.0K | 0.00% | −112−30.0% | Reduced |
| Salem Investment Counselors Inc | 231 | $18.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 230 | $18.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $18.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 217 | $17.6K | 0.00% | +8+3.8% | Added |
| Financial Perspectives, Inc | 216 | $17.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $17.4K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 211 | $17.1K | 0.00% | +45+27.1% | Added |
| Armstrong Advisory Group, Inc | 201 | $16.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $16.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $16.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 193 | $15.6K | 0.00% | −17−8.1% | Reduced |
| McIlrath & Eck, LLC | 184 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $14.7K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 177 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 175 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $13.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 166 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 163 | $13.2K | 0.01% | +1+0.6% | Added |
| IMA Wealth, Inc. | 155 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 141 | $12.0K | 0.00% | −57−28.8% | Reduced |
| Capital Advisors, Ltd. LLC | 149 | $12.0K | 0.00% | +144+2,880.0% | Added |
| Park Place Capital Corp | 145 | $11.7K | 0.00% | −33−18.5% | Reduced |
| PCA Investment Advisory Services Inc. | 138 | $11.2K | 0.01% | +138 | New |
| Concord Wealth Partners | 138 | $11.2K | 0.00% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 137 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $11.0K | 0.01% | −10−6.6% | Reduced |
| Financial Management Professionals, Inc. | 139 | $11.0K | 0.00% | +15+12.1% | Added |
| GW&K Investment Management, LLC | 135 | $11.0K | 0.00% | +132+4,400.0% | Added |
| Albion Financial Group | 135 | $10.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $10.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 134 | $10.8K | 0.00% | +134 | New |
| Center for Financial Planning, Inc. | 133 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $10.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $10.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $9.91K | 0.00% | +1+0.8% | Added |
| West Paces Advisors Inc. | 117 | $9.46K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $9.38K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 114 | $9.21K | 0.01% | +114 | New |
| Coston, McIsaac & Partners | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 108 | $8.75K | 0.00% | +44+68.8% | Added |
| NewSquare Capital LLC | 108 | $8.74K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 106 | $8.57K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 106 | $8.57K | 0.01% | +106 | New |
| Piershale Financial Group, Inc. | 105 | $8.49K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $8.09K | 0.00% | +100 | New |
| Kenfarb & Co. | 100 | $8.09K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 92 | $7.44K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $6.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $6.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $6.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $5.91K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 72 | $5.82K | 0.00% | +72 | New |
| Front Row Advisors LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 54 | $4.37K | 0.00% | +54 | New |
| Clearview Wealth Advisors LLC | 42 | $3.40K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $3.24K | 0.00% | +40 | New |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2.99K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 37 | $2.99K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 35 | $2.85K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $2.83K | 0.00% | +35 | New |
| New England Capital Financial Advisors LLC | 34 | $2.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.35K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29 | $2.35K | 0.00% | +11+61.1% | Added |
| Horizon Bancorp Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| MCF Advisors LLC | 24 | $1.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $1.79K | 0.00% | +4+22.2% | Added |
| GPS Wealth Strategies Group, LLC | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 13 | $1.05K | 0.00% | 00.0% | Unchanged |