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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, Q3 2023

Institutional positions in Welltower Inc. as of Sep 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
828
+22 vs. Q2 2023
Shares held
513.3M
+21.2M (+4.3%) vs. Q2 2023
Total value
$42.1B
+$2.23B (+5.6%) vs. Q2 2023
New holders
69
332 more added
Sold out
47
258 more reduced

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 828 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 heldQ3 2023: $42.1B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2023.

Institutions holding WELL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%−648−99.8%Reduced
ClariVest Asset Management LLC6$00.00%+6New
Baystate Wealth Management LLC2$1680.00%00.0%Unchanged
BBJS Financial Advisors, LLC3$2300.00%−1−25.0%Reduced
Heritage Wealth Advisors4$3280.00%+4New
Tortoise Investment Management, LLC5$4100.00%+5New
Global Financial Private Client, LLC6$4900.00%00.0%Unchanged
Versant Capital Management, Inc7$5730.00%00.0%Unchanged
Baker Avenue Asset Management, LP7$5730.00%+2+40.0%Added
Perkins Coie Trust Co8$6540.00%+8New
RFP Financial Group LLC9$7730.00%00.0%Unchanged
Highline Wealth Partners LLC10$8190.00%00.0%Unchanged
Avion Wealth29$1.00K0.00%+12+70.6%Added
GPS Wealth Strategies Group, LLC17$1.39K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.19$1.56K0.00%+19New
TFC Financial Management22$1.81K0.00%00.0%Unchanged
Horizon Bancorp Inc26$2.00K0.00%00.0%Unchanged
Castleview Partners, LLC29$2.38K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$2.42K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$2.79K0.00%00.0%Unchanged
Lee Financial Co35$2.87K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC36$2.91K0.00%+1+2.9%Added
Psagot Value Holdings Ltd. / (Israel)31$3.00K0.00%+31New
Princeton Global Asset Management LLC37$3.03K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC37$3.03K0.00%00.0%Unchanged
Silicon Valley Capital Partners40$3.30K0.00%00.0%Unchanged
Fortis Group Advisors, LLC50$4.10K0.00%+50New
Front Row Advisors LLC58$4.75K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.62$5.30K0.00%+62New
Robinswood Financial LLC72$5.90K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$5.98K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC78$6.39K0.00%00.0%Unchanged
Red Tortoise LLC81$6.64K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$6.80K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$8.19K0.01%−130−56.5%Reduced
Washington Trust Advisors, Inc.100$8.19K0.00%−50−33.3%Reduced
Delta Asset Management LLC100$8.19K0.00%00.0%Unchanged
Barrett & Company, Inc.100$8.19K0.00%00.0%Unchanged
Logan Capital Management Inc100$8.19K0.00%00.0%Unchanged
Trust Co of Vermont100$8.19K0.00%00.0%Unchanged
Missouri Trust & Investment Co100$8.19K0.00%00.0%Unchanged
Kenfarb & Co.100$8.19K0.01%00.0%Unchanged
Tucker Asset Management LLC106$8.68K0.00%00.0%Unchanged
Abound Wealth Management106$8.70K0.00%−2−1.9%Reduced
Coston, McIsaac & Partners115$9.00K0.00%00.0%Unchanged
Investors Research Corp116$9.50K0.00%00.0%Unchanged
West Paces Advisors Inc.117$9.59K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC123$10.1K0.00%+1+0.8%Added
Wolff Wiese Magana LLC128$10.5K0.01%00.0%Unchanged
Center for Financial Planning, Inc.133$10.9K0.00%00.0%Unchanged
M&R Capital Management Inc135$11.1K0.00%00.0%Unchanged
Albion Financial Group135$11.1K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$11.2K0.00%00.0%Unchanged
Concord Wealth Partners139$11.4K0.00%+1+0.7%Added
Park Place Capital Corp145$11.9K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC148$12.0K0.00%−1−0.7%Reduced
Hazlett, Burt & Watson, Inc.142$12.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC143$12.0K0.00%+8+5.9%Added
Cambridge Trust Co150$12.3K0.00%00.0%Unchanged
IMA Wealth, Inc.155$12.7K0.00%00.0%Unchanged
Bellevue Asset Management, LLC164$13.5K0.01%+1+0.6%Added
JJJ Advisors Inc.166$13.6K0.00%00.0%Unchanged
Financial Management Professionals, Inc.173$14.0K0.00%+34+24.5%Added
Sittner & Nelson, LLC171$14.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC175$14.3K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.177$14.5K0.01%00.0%Unchanged
Bank of New Hampshire182$14.9K0.00%00.0%Unchanged
McIlrath & Eck, LLC184$15.1K0.00%00.0%Unchanged
NewSquare Capital LLC185$15.2K0.00%+77+71.3%Added
Manchester Capital Management LLC190$15.6K0.00%−3−1.6%Reduced
Sofos Investments, Inc.459$16.0K0.00%+459New
Global Trust Asset Management, LLC200$16.4K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$16.4K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc201$16.5K0.00%00.0%Unchanged
Hollencrest Capital Management215$17.6K0.00%00.0%Unchanged
Financial Perspectives, Inc216$17.7K0.01%00.0%Unchanged
Core Alternative Capital217$17.8K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC228$18.7K0.01%00.0%Unchanged
Salem Investment Counselors Inc231$18.9K0.00%00.0%Unchanged
Raleigh Capital Management Inc.239$19.5K0.01%−10−4.0%Reduced
ORG Partners LLC239$19.6K0.01%−125−34.3%Reduced
Coppell Advisory Solutions LLC300$19.7K0.01%00.0%Unchanged
Winch Advisory Services, LLC250$20.0K0.01%+2+0.8%Added
Asset Dedication, LLC236$20.0K0.00%+95+67.4%Added
NVWM, LLC245$20.1K0.01%00.0%Unchanged
Earnest Partners LLC250$20.5K0.00%00.0%Unchanged
Anchor Investment Management, LLC250$20.5K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC250$20.5K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group252$20.6K0.01%+1+0.4%Added
PSI Advisors, LLC263$21.5K0.01%00.0%Unchanged
Manitou Investment Management Ltd.270$22.1K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC288$23.6K0.00%00.0%Unchanged
JNBA Financial Advisors300$24.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.311$25.0K0.00%+50+19.2%Added
Bell Investment Advisors, Inc306$25.1K0.01%−20−6.1%Reduced
Headlands Technologies LLC313$25.6K0.01%+259+479.6%Added
Covestor Ltd321$26.0K0.02%−6−1.8%Reduced
West Financial Advisors, LLC320$26.2K0.01%00.0%Unchanged
Piscataqua Savings Bank338$27.7K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC342$28.0K0.01%+185+117.8%Added