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 |
|---|---|---|---|---|---|
| Wharton Business Group, LLC | 2,555 | $209.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,554 | $209.2K | 0.02% | −405−13.7% | Reduced |
| Horizon Wealth Management, LLC | 2,597 | $212.8K | 0.09% | +19+0.7% | Added |
| Warwick Investment Management, Inc. | 2,600 | $213.0K | 0.08% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,600 | $213.0K | 0.16% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,596 | $213.0K | 0.02% | +2,596 | New |
| Safeguard Investment Advisory Group, LLC | 2,602 | $213.1K | 0.09% | +20+0.8% | Added |
| Balentine LLC | 2,612 | $214.0K | 0.01% | +15+0.6% | Added |
| IMPACTfolio, LLC | 2,645 | $216.7K | 0.16% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,643 | $216.7K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,650 | $217.1K | 0.02% | −81−3.0% | Reduced |
| Keystone Financial Group | 2,681 | $219.6K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,707 | $221.8K | 0.01% | +219+8.8% | Added |
| HBK Sorce Advisory LLC | 2,729 | $223.5K | 0.01% | +78+2.9% | Added |
| First International Bank & Trust | 2,743 | $224.7K | 0.08% | −2,402−46.7% | Reduced |
| Summit Trail Advisors, LLC | 2,747 | $225.0K | 0.01% | +141+5.4% | Added |
| Armor Investment Advisors, LLC | 2,753 | $225.5K | 0.13% | +203+8.0% | Added |
| Bokf, NA | 2,701 | $225.8K | 0.00% | −54−2.0% | Reduced |
| Conning Inc. | 2,770 | $226.9K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 2,780 | $227.8K | 0.03% | +73+2.7% | Added |
| Hartline Investment Corp | 2,782 | $227.9K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,784 | $228.1K | 0.01% | +148+5.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $229.5K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,816 | $230.7K | 0.00% | −10,857−79.4% | Reduced |
| Lindbrook Capital, LLC | 2,820 | $231.0K | 0.03% | +741+35.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,826 | $231.5K | 0.00% | +200+7.6% | Added |
| FineMark National Bank & Trust | 2,877 | $235.7K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,881 | $236.0K | 0.02% | +47+1.7% | Added |
| Bowman & Co S.C. | 2,889 | $236.7K | 0.19% | +10.0% | Added |
| CoreCap Advisors, LLC | 2,890 | $236.7K | 0.02% | −200−6.5% | Reduced |
| CX Institutional | 2,902 | $237.7K | 0.01% | −22−0.8% | Reduced |
| Change Path, LLC | 2,919 | $239.0K | 0.02% | −272−8.5% | Reduced |
| True North Advisors, LLC | 2,936 | $240.5K | 0.07% | −989−25.2% | Reduced |
| Insigneo Advisory Services, LLC | 2,941 | $240.9K | 0.05% | +2,941 | New |
| Brighton Jones LLC | 3,000 | $245.7K | 0.01% | +38+1.3% | Added |
| Dividend Assets Capital, LLC | 3,000 | $246.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,012 | $247.0K | 0.12% | −28−0.9% | Reduced |
| TD Private Client Wealth LLC | 3,022 | $247.6K | 0.01% | −3,912−56.4% | Reduced |
| Old National Bancorp | 3,032 | $248.4K | 0.01% | −5−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,033 | $248.5K | 0.01% | −15−0.5% | Reduced |
| Blueprint Investment Partners LLC | 3,085 | $252.7K | 0.08% | −98−3.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,106 | $254.0K | 0.01% | −393−11.2% | Reduced |
| J.W. Cole Advisors, Inc. | 3,102 | $254.1K | 0.02% | +2+0.1% | Added |
| Great Valley Advisor Group, Inc. | 3,099 | $254.3K | 0.01% | +3+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 3,115 | $255.2K | 0.17% | −10.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,152 | $258.2K | 0.02% | −319−9.2% | Reduced |
| TrinityPoint Wealth, LLC | 3,158 | $258.7K | 0.05% | −440−12.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,164 | $259.2K | 0.08% | −3,128−49.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $259.4K | 0.24% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,078 | $259.4K | 0.01% | +3,078 | New |
| Shelton Capital Management | 3,192 | $261.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,234 | $264.0K | 0.00% | −288−8.2% | Reduced |
| PDS Planning, Inc | 3,240 | $265.4K | 0.03% | +95+3.0% | Added |
| Dynamic Advisor Solutions LLC | 3,249 | $266.2K | 0.01% | +3,249 | New |
| Beech Hill Advisors, Inc. | 3,250 | $266.2K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,254 | $266.6K | 0.01% | +445+15.8% | Added |
| Personal Cfo Solutions, LLC | 3,269 | $267.9K | 0.05% | +113+3.6% | Added |
| Tectonic Advisors LLC | 3,270 | $267.9K | 0.03% | +3,270 | New |
| AlphaMark Advisors, LLC | 3,284 | $269.0K | 0.12% | −596−15.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,320 | $272.0K | 0.01% | +3,320 | New |
| Prairie Sky Financial Group LLC | 3,332 | $273.0K | 0.19% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,345 | $274.0K | 0.12% | +1,465+77.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $274.8K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,361 | $275.3K | 0.00% | +90+2.8% | Added |
| Bogart Wealth, LLC | 3,377 | $276.6K | 0.02% | −7−0.2% | Reduced |
| Syon Capital LLC | 3,400 | $278.5K | 0.03% | +3,400 | New |
| SFMG, LLC | 3,404 | $278.9K | 0.03% | −498−12.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $278.9K | 0.05% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 3,406 | $279.0K | 0.20% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,428 | $280.8K | 0.15% | +3,428 | New |
| Visionary Wealth Advisors | 3,449 | $282.5K | 0.02% | −400−10.4% | Reduced |
| Jump Financial, LLC | 3,457 | $283.2K | 0.01% | +3,457 | New |
| Proequities, Inc. | 3,475 | $284.7K | 0.02% | −64−1.8% | Reduced |
| Balboa Wealth Partners | 3,475 | $284.7K | 0.11% | +633+22.3% | Added |
| Mosaic Family Wealth Partners, LLC | 3,500 | $286.7K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,512 | $287.7K | 0.01% | +768+28.0% | Added |
| Advisory Services Network, LLC | 3,539 | $289.9K | 0.01% | −256−6.7% | Reduced |
| Everhart Financial Group, Inc. | 3,547 | $290.6K | 0.12% | +304+9.4% | Added |
| Stock Yards Bank & Trust Co | 3,553 | $291.1K | 0.01% | +3,553 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $292.2K | 0.23% | +43+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 3,583 | $293.5K | 0.11% | +25+0.7% | Added |
| Savant Capital, LLC | 3,649 | $298.9K | 0.00% | −33−0.9% | Reduced |
| Marcum Wealth, LLC | 3,680 | $301.5K | 0.04% | +949+34.7% | Added |
| Flputnam Investment Management Co | 3,704 | $303.5K | 0.01% | −241−6.1% | Reduced |
| Evanson Asset Management, LLC | 3,728 | $305.4K | 0.03% | +3,728 | New |
| Boston Private Wealth LLC | 3,732 | $305.7K | 0.01% | +49+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,765 | $308.4K | 0.01% | −152−3.9% | Reduced |
| Sigma Planning Corp | 3,779 | $309.6K | 0.01% | +249+7.1% | Added |
| Diversified Trust Co | 3,783 | $309.9K | 0.01% | +86+2.3% | Added |
| Moors & Cabot, Inc. | 3,802 | $311.5K | 0.02% | −150−3.8% | Reduced |
| Clarius Group, LLC | 3,807 | $311.9K | 0.03% | −1,100−22.4% | Reduced |
| Wendell David Associates Inc | 3,850 | $315.0K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,879 | $317.8K | 0.01% | −62−1.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,884 | $318.2K | 0.16% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,889 | $318.6K | 0.11% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,898 | $319.4K | 0.03% | +279+7.7% | Added |
| Orion Capital Management LLC | 3,920 | $321.1K | 0.21% | −610−13.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $325.1K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,980 | $326.0K | 0.01% | +116+3.0% | Added |
| LCNB Corp | 4,023 | $329.6K | 0.15% | −912−18.5% | Reduced |