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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 4,090 | $335.0K | 0.02% | +4,090 | New |
| Umb Bank N A | 4,126 | $338.0K | 0.01% | −848−17.0% | Reduced |
| First American Trust, FSB | 4,134 | $338.7K | 0.05% | +10+0.2% | Added |
| Siemens Fonds Invest GmbH | 4,139 | $339.1K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,163 | $341.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 4,171 | $341.7K | 0.05% | +484+13.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,178 | $342.0K | 0.03% | +4,178 | New |
| Investment Advisory Services Inc | 4,205 | $344.5K | 0.15% | −100−2.3% | Reduced |
| Cambiar Investors LLC | 4,235 | $346.9K | 0.01% | −99−2.3% | Reduced |
| Empowered Funds, LLC | 4,262 | $349.1K | 0.01% | +780+22.4% | Added |
| Abbrea Capital, LLC | 4,283 | $351.0K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,334 | $355.9K | 0.04% | +290+7.2% | Added |
| AlphaCore Capital LLC | 4,385 | $359.2K | 0.06% | −75−1.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $360.2K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,409 | $361.2K | 0.01% | +4,409 | New |
| CWM Advisors, LLC | 4,433 | $363.2K | 0.05% | +4,433 | New |
| Southland Equity Partners LLC | 4,455 | $364.9K | 0.13% | +31+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $365.1K | 0.03% | +3+0.1% | Added |
| NEOS Investment Management LLC | 4,492 | $368.0K | 0.05% | +4,492 | New |
| We Are One Seven, LLC | 4,494 | $368.1K | 0.03% | +453+11.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,554 | $373.1K | 0.03% | +584+14.7% | Added |
| Nations Financial Group Inc, | 4,604 | $377.2K | 0.04% | +10.0% | Added |
| ARS Wealth Advisors Group, LLC | 4,616 | $378.1K | 0.06% | −75−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,625 | $378.9K | 0.09% | −93−2.0% | Reduced |
| Prudent Man Advisors, LLC | 4,646 | $380.6K | 0.15% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,806 | $393.6K | 0.00% | +63+1.3% | Added |
| Associated Banc-Corp | 4,818 | $394.7K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,850 | $397.3K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 4,876 | $399.4K | 0.01% | +4,876 | New |
| Texas Yale Capital Corp. | 4,890 | $400.5K | 0.02% | +130+2.7% | Added |
| Glenview Trust Co | 4,899 | $401.3K | 0.01% | −646−11.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,940 | $404.7K | 0.09% | −11,820−70.5% | Reduced |
| Proficio Capital Partners LLC | 4,949 | $405.4K | 0.05% | +138+2.9% | Added |
| Investment Advisory Group, LLC | 4,958 | $406.2K | 0.21% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,988 | $408.7K | 0.05% | −31−0.6% | Reduced |
| IHT Wealth Management, LLC | 4,994 | $409.2K | 0.02% | +188+3.9% | Added |
| Integrated Advisors Network LLC | 5,030 | $412.1K | 0.03% | −70−1.4% | Reduced |
| HB Wealth Management, LLC | 5,044 | $413.2K | 0.01% | +1,141+29.2% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $414.5K | 0.42% | 00.0% | Unchanged |
| Monument Capital Management | 5,136 | $420.7K | 0.14% | +5,136 | New |
| Sara-Bay Financial | 5,169 | $423.4K | 0.21% | −203−3.8% | Reduced |
| Glenmede Trust Co NA | 5,174 | $423.9K | 0.00% | +727+16.3% | Added |
| Qube Research & Technologies Ltd | 5,206 | $426.5K | 0.00% | +5,206 | New |
| Cigna Investments Inc | 5,309 | $435.0K | 0.10% | −690−11.5% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $450.2K | 0.30% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,564 | $455.8K | 0.00% | +247+4.6% | Added |
| Summit Global Investments | 5,589 | $458.0K | 0.03% | −15−0.3% | Reduced |
| Prospera Financial Services Inc | 5,646 | $463.0K | 0.02% | +1,178+26.4% | Added |
| Ibex Wealth Advisors | 5,663 | $464.0K | 0.12% | +5,663 | New |
| HF Advisory Group, LLC | 5,677 | $464.3K | 0.34% | −101−1.7% | Reduced |
| Baldwin Brothers Inc | 5,700 | $466.9K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,742 | $470.4K | 0.08% | −185−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,756 | $471.6K | 0.01% | +2,084+56.8% | Added |
| Benjamin Edwards Inc | 5,823 | $477.0K | 0.11% | +595+11.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,843 | $478.7K | 0.27% | −1,002−14.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,953 | $487.7K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,000 | $491.5K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,052 | $495.8K | 0.04% | −99−1.6% | Reduced |
| Dudley Capital Management, LLC | 6,150 | $503.8K | 0.35% | −100−1.6% | Reduced |
| Johnson Investment Counsel Inc | 6,158 | $504.5K | 0.01% | +454+8.0% | Added |
| Panoramic Investment Advisors, LLC | 6,325 | $518.1K | 0.48% | +6,325 | New |
| Sequoia Financial Advisors, LLC | 6,372 | $522.0K | 0.01% | +119+1.9% | Added |
| Stephens Inc | 6,459 | $529.2K | 0.01% | −776−10.7% | Reduced |
| Exchange Traded Concepts, LLC | 6,542 | $535.9K | 0.02% | +324+5.2% | Added |
| Greenup Street Wealth Management LLC | 6,570 | $538.2K | 0.18% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 6,794 | $556.6K | 0.10% | +6,794 | New |
| V-Square Quantitative Management LLC | 6,881 | $563.7K | 0.25% | +2,741+66.2% | Added |
| Pacific Sun Financial Corp | 6,968 | $570.8K | 0.40% | −270−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 6,985 | $572.2K | 0.02% | +10+0.1% | Added |
| Fairfield Financial Advisors, LTD | 7,013 | $574.5K | 0.24% | +3,633+107.5% | Added |
| Madden Advisory Services, Inc. | 7,069 | $579.1K | 0.37% | −434−5.8% | Reduced |
| Horizon Investments, LLC | 7,172 | $583.4K | 0.02% | +615+9.4% | Added |
| Meeder Advisory Services, Inc. | 7,132 | $584.3K | 0.07% | −336−4.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,232 | $592.4K | 0.19% | −1,747−19.5% | Reduced |
| Summit Financial Group Inc | 7,252 | $594.1K | 0.25% | −101−1.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,418 | $607.7K | 0.10% | +950+14.7% | Added |
| GTS Securities LLC | 7,505 | $614.8K | 0.01% | +4,039+116.5% | Added |
| Community Bank & Trust, Waco, Texas | 9,643 | $620.0K | 0.22% | +959+11.0% | Added |
| Monetary Management Group Inc | 7,575 | $620.5K | 0.21% | 00.0% | Unchanged |
| Greenleaf Trust | 7,578 | $620.8K | 0.01% | +183+2.5% | Added |
| Quadrant Capital Group LLC | 7,597 | $622.3K | 0.06% | +720+10.5% | Added |
| Profund Advisors LLC | 7,632 | $625.2K | 0.03% | +120+1.6% | Added |
| Level Four Advisory Services, LLC | 7,644 | $626.2K | 0.04% | −914−10.7% | Reduced |
| Huntington National Bank | 7,731 | $633.3K | 0.01% | +54+0.7% | Added |
| NewEdge Wealth, LLC | 7,810 | $639.8K | 0.02% | −99−1.3% | Reduced |
| Ingalls & Snyder LLC | 7,826 | $641.0K | 0.03% | −525−6.3% | Reduced |
| Richwood Investment Advisors, LLC | 7,830 | $641.4K | 0.65% | −95−1.2% | Reduced |
| FJ Capital Management LLC | 7,840 | $642.3K | 0.07% | +7,840 | New |
| Stiles Financial Services Inc | 7,906 | $647.7K | 0.34% | +135+1.7% | Added |
| Signaturefd, LLC | 7,968 | $652.7K | 0.02% | +844+11.8% | Added |
| Coldstream Capital Management Inc | 8,048 | $659.3K | 0.02% | −473−5.6% | Reduced |
| Global Retirement Partners, LLC | 8,083 | $660.0K | 0.03% | +178+2.3% | Added |
| Wetherby Asset Management Inc | 8,143 | $667.1K | 0.04% | +34+0.4% | Added |
| Lincoln National Corp | 8,199 | $671.7K | 0.01% | +788+10.6% | Added |
| Landscape Capital Management, L.L.C. | 8,235 | $674.6K | 0.09% | +8,235 | New |
| Commerzbank Aktiengesellschaft | 8,291 | $680.0K | 0.03% | −11,893−58.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,409 | $688.9K | 0.06% | −331−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 8,429 | $690.5K | 0.01% | −1,595−15.9% | Reduced |
| GWM Advisors LLC | 8,436 | $691.0K | 0.01% | +1,220+16.9% | Added |
| Carnegie Capital Asset Management, LLC | 8,496 | $696.0K | 0.03% | −100−1.2% | Reduced |