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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 348 | $28.5K | 0.00% | +3+0.9% | Added |
| Silvant Capital Management LLC | 348 | $28.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 381 | $31.2K | 0.00% | +32+9.2% | Added |
| Compass Wealth Management LLC | 400 | $32.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 432 | $35.4K | 0.00% | +27+6.7% | Added |
| Atlas Capital Advisors LLC | 439 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $36.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $41.0K | 0.01% | +500 | New |
| Smithfield Trust Co | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 516 | $42.3K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 524 | $42.9K | 0.00% | +524 | New |
| MCF Advisors LLC | 524 | $42.9K | 0.00% | +500+2,083.3% | Added |
| Colonial Trust Co | 531 | $43.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 546 | $44.7K | 0.02% | +21+4.0% | Added |
| Private Trust Co NA | 557 | $45.6K | 0.01% | −150−21.2% | Reduced |
| First Horizon Advisors, Inc. | 570 | $46.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 592 | $48.5K | 0.01% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 602 | $49.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 605 | $49.6K | 0.02% | +605 | New |
| Caldwell Trust Co | 610 | $50.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $57.3K | 0.01% | −40−5.4% | Reduced |
| IAG Wealth Partners, LLC | 700 | $57.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 715 | $58.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 716 | $58.6K | 0.01% | +53+8.0% | Added |
| Gradient Investments LLC | 722 | $59.1K | 0.00% | −52−6.7% | Reduced |
| Quent Capital, LLC | 731 | $59.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 733 | $60.0K | 0.00% | −429−36.9% | Reduced |
| Valley National Advisers Inc | 745 | $61.0K | 0.01% | +220+41.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $61.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 747 | $61.2K | 0.03% | +747 | New |
| First Manhattan Co | 800 | $65.5K | 0.00% | +800 | New |
| GHP Investment Advisors, Inc. | 775 | $66.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 819 | $67.1K | 0.02% | −50−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 822 | $67.3K | 0.03% | −41−4.8% | Reduced |
| Washington Trust Co | 850 | $69.6K | 0.00% | −240−22.0% | Reduced |
| Trust Co | 850 | $69.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 868 | $71.1K | 0.00% | +283+48.4% | Added |
| CWS Financial Advisors, LLC | 892 | $73.1K | 0.03% | +892 | New |
| Optimum Investment Advisors | 908 | $74.4K | 0.04% | +1+0.1% | Added |
| Rosenberg Matthew Hamilton | 922 | $75.5K | 0.03% | +13+1.4% | Added |
| Bollard Group LLC | 929 | $76.0K | 0.00% | −30−3.1% | Reduced |
| Pathway Financial Advisers, LLC | 947 | $77.5K | 0.03% | +947 | New |
| Private Ocean, LLC | 948 | $77.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 977 | $79.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,030 | $84.4K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,038 | $85.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,059 | $86.8K | 0.00% | −274−20.6% | Reduced |
| City State Bank | 1,058 | $87.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $90.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,103 | $90.4K | 0.01% | +1,103 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,114 | $91.0K | 0.00% | −5,091−82.0% | Reduced |
| Farther Finance Advisors, LLC | 1,142 | $93.6K | 0.01% | +670+141.9% | Added |
| Emfo, LLC | 1,150 | $94.2K | 0.09% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $96.1K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,194 | $98.0K | 0.01% | +3+0.3% | Added |
| Westside Investment Management, Inc. | 1,200 | $98.3K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,204 | $98.6K | 0.01% | +18+1.5% | Added |
| NBC Securities, Inc. | 1,230 | $100.0K | 0.01% | +1,230 | New |
| Creative Financial Designs Inc | 1,224 | $100.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $100.4K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,229 | $100.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,242 | $101.7K | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,262 | $103.4K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $106.5K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,324 | $108.5K | 0.01% | −145−9.9% | Reduced |
| MV Capital Management, Inc. | 1,339 | $109.7K | 0.01% | +12+0.9% | Added |
| Mirova | 1,360 | $111.4K | 0.02% | −3,966−74.5% | Reduced |
| Aspire Private Capital, LLC | 1,367 | $112.0K | 0.04% | +3+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,379 | $113.0K | 0.01% | −161−10.5% | Reduced |
| Hanson & Doremus Investment Management | 1,500 | $123.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,576 | $129.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,596 | $130.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,601 | $131.1K | 0.00% | −326−16.9% | Reduced |
| Harbour Investments, Inc. | 1,639 | $134.3K | 0.01% | +413+33.7% | Added |
| Allworth Financial LP | 1,697 | $139.0K | 0.00% | +57+3.5% | Added |
| Parkside Financial Bank & Trust | 1,726 | $141.4K | 0.03% | +87+5.3% | Added |
| Colonial Trust Advisors | 1,745 | $142.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,793 | $146.0K | 0.00% | +205+12.9% | Added |
| Ninepoint Partners LP | 1,802 | $147.6K | 0.02% | −55−3.0% | Reduced |
| Spire Wealth Management | 1,827 | $149.7K | 0.01% | +25+1.4% | Added |
| Motco | 1,953 | $160.0K | 0.01% | −2−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,067 | $169.0K | 0.03% | +1,152+125.9% | Added |
| Parallel Advisors, LLC | 2,169 | $177.7K | 0.01% | +104+5.0% | Added |
| Pflug Koory, LLC | 2,215 | $181.5K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,309 | $189.2K | 0.03% | +1,301+129.1% | Added |
| Spartan Planning & Wealth Management | 2,369 | $194.1K | 0.23% | +2,369 | New |
| Cutler Group LP | 2,403 | $196.0K | 0.03% | +588+32.4% | Added |
| Caldwell Sutter Capital, Inc. | 2,405 | $197.0K | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,445 | $200.3K | 0.02% | −1,420−36.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $201.1K | 0.06% | +2,455 | New |
| SYSTM Wealth Solutions LLC | 2,459 | $201.5K | 0.03% | +2,459 | New |
| IFG Advisory, LLC | 2,460 | $201.6K | 0.02% | +2,460 | New |
| Sage Mountain Advisors LLC | 2,497 | $204.6K | 0.03% | −161−6.1% | Reduced |
| Erste Asset Management GmbH | 2,500 | $204.8K | 0.00% | −800−24.2% | Reduced |
| Hudock, Inc. | 2,500 | $204.8K | 0.05% | +7+0.3% | Added |
| Weybosset Research & Management LLC | 2,500 | $205.0K | 0.08% | 00.0% | Unchanged |
| River Street Advisors LLC | 2,522 | $206.6K | 0.19% | +2,522 | New |
| Nilsine Partners, LLC | 2,546 | $208.6K | 0.03% | −134−5.0% | Reduced |