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.
Q3 2023 vs. Q2 2023
How the institutions holding Welltower Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 813 | 7 | 828 | +22 |
| Shares | 493.1M | 1.04M | 513.3M | +21.2M (+4.3%) |
| Value | $39.9B | $83.8M | $42.1B | +$2.23B (+5.6%) |
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (69)
Institutions that held Welltower Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (47)
Institutions that held Welltower Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (7)
Institutions that held Welltower Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 989,667 | $80.1M |
| Tekla Capital Management LLC | 41,484 | $3.36M |
| EA Series Trust | 3,482 | $281.7K |
| Kistler-Tiffany Companies, LLC | 1,117 | $90.3K |
| First Capital Advisors Group, LLC. | 317 | $25.6K |
| BDO Wealth Advisors, LLC | 211 | $17.1K |
| Piershale Financial Group, Inc. | 105 | $8.49K |