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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 8,524 | $698.3K | 0.06% | +278+3.4% | Added |
| PFG Investments, LLC | 8,552 | $700.6K | 0.13% | +30+0.4% | Added |
| Whittier Trust Co | 8,572 | $702.2K | 0.01% | +46+0.5% | Added |
| Values First Advisors, Inc. | 8,577 | $702.7K | 0.45% | −30.0% | Reduced |
| Schnieders Capital Management LLC | 8,621 | $706.2K | 0.16% | −100−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 8,650 | $708.6K | 0.07% | −200−2.3% | Reduced |
| Stokes Family Office, LLC | 8,894 | $728.6K | 0.09% | +8,894 | New |
| Intech Investment Management LLC | 8,994 | $736.8K | 0.01% | −5,400−37.5% | Reduced |
| Westwood Holdings Group Inc. | 9,000 | $737.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,096 | $745.1K | 0.00% | +580+6.8% | Added |
| Moody National Bank Trust Division | 9,240 | $756.9K | 0.05% | +858+10.2% | Added |
| Gamco Investors, Inc. Et Al | 9,250 | $757.8K | 0.01% | −1,250−11.9% | Reduced |
| Fulcrum Capital LLC | 9,290 | $761.0K | 0.22% | −611−6.2% | Reduced |
| Banco Santander, S.A. | 9,553 | $782.6K | 0.01% | +1,177+14.1% | Added |
| DRW Securities, LLC | 9,575 | $784.0K | 0.06% | +3,561+59.2% | Added |
| Jeppson Wealth Management, LLC | 9,674 | $792.5K | 0.36% | −35−0.4% | Reduced |
| Independent Financial Group, LLC | 9,703 | $794.9K | 0.05% | +6,588+211.5% | Added |
| Federated Hermes, Inc. | 9,705 | $795.0K | 0.00% | +1,372+16.5% | Added |
| Snowden Capital Advisors LLC | 9,870 | $808.5K | 0.03% | +213+2.2% | Added |
| Panagora Asset Management Inc | 9,915 | $812.2K | 0.01% | +8+0.1% | Added |
| American Assets Investment Management, LLC | 10,000 | $819.2K | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,097 | $827.1K | 0.01% | −109−1.1% | Reduced |
| Vanderbilt University | 10,117 | $828.8K | 0.21% | +343+3.5% | Added |
| Arkadios Wealth Advisors | 10,241 | $838.9K | 0.08% | −365−3.4% | Reduced |
| Bleakley Financial Group, LLC | 10,354 | $848.2K | 0.03% | −1,635−13.6% | Reduced |
| Sawtooth Solutions, LLC | 10,354 | $848.2K | 0.03% | −1,550−13.0% | Reduced |
| Financial Counselors Inc | 10,434 | $854.8K | 0.02% | +4,940+89.9% | Added |
| Busey Wealth Management | 10,488 | $859.2K | 0.04% | −6,277−37.4% | Reduced |
| Pearl River Capital, LLC | 10,583 | $867.0K | 0.14% | +6,631+167.8% | Added |
| Lido Advisors, LLC | 10,603 | $868.6K | 0.01% | +484+4.8% | Added |
| Warren Averett Asset Management, LLC | 10,611 | $869.3K | 0.04% | +66+0.6% | Added |
| Ancora Advisors, LLC | 10,627 | $870.6K | 0.02% | −4,187−28.3% | Reduced |
| Welch Group, LLC | 10,700 | $876.5K | 0.05% | −2,700−20.1% | Reduced |
| NFP Retirement, Inc. | 10,702 | $876.7K | 0.17% | +25+0.2% | Added |
| Veriti Management LLC | 10,763 | $881.7K | 0.10% | +572+5.6% | Added |
| Sandy Spring Bank | 10,764 | $881.8K | 0.05% | +1,848+20.7% | Added |
| Resources Investment Advisors, LLC. | 10,845 | $888.5K | 0.02% | −981−8.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,037 | $904.2K | 0.65% | +2,676+32.0% | Added |
| Steward Partners Investment Advisory, LLC | 11,094 | $908.8K | 0.01% | −170−1.5% | Reduced |
| Imprint Wealth LLC | 11,140 | $912.6K | 0.77% | +415+3.9% | Added |
| Meiji Yasuda Life Insurance Co | 11,398 | $933.7K | 0.02% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 11,429 | $936.3K | 0.48% | +428+3.9% | Added |
| Tobam | 11,599 | $950.0K | 0.08% | −75−0.6% | Reduced |
| Alberta Investment Management Corp | 11,700 | $958.5K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,756 | $963.1K | 0.06% | +1,217+11.5% | Added |
| Wambolt & Associates, LLC | 11,902 | $972.7K | 0.35% | +873+7.9% | Added |
| Independent Advisor Alliance | 11,930 | $977.3K | 0.04% | +81+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,980 | $981.4K | 0.43% | +275+2.3% | Added |
| Penserra Capital Management LLC | 12,064 | $986.0K | 0.02% | −187−1.5% | Reduced |
| Park Avenue Securities LLC | 12,243 | $1.00M | 0.02% | +451+3.8% | Added |
| Garrison Bradford & Associates Inc | 12,380 | $1.01M | 1.20% | 00.0% | Unchanged |
| LDR Capital Management LLC | 12,591 | $1.03M | 0.63% | +12,591 | New |
| CWM, LLC | 12,695 | $1.04M | 0.01% | +296+2.4% | Added |
| Brinker Capital Investments, LLC | 12,937 | $1.06M | 0.01% | +1,764+15.8% | Added |
| Orion Portfolio Solutions, LLC | 12,937 | $1.06M | 0.01% | +1,764+15.8% | Added |
| JLP Asset Management, LLC | 13,000 | $1.06M | 1.31% | 00.0% | Unchanged |
| RDA Financial Network | 13,011 | $1.07M | 0.46% | −100−0.8% | Reduced |
| Toroso Investments, LLC | 13,016 | $1.07M | 0.03% | +2,451+23.2% | Added |
| Cetera Investment Advisers | 13,075 | $1.07M | 0.01% | −31−0.2% | Reduced |
| AIA Group Ltd | 13,100 | $1.07M | 0.05% | +13,100 | New |
| Banque Cantonale Vaudoise | 13,463 | $1.10M | 0.06% | −213−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,466 | $1.10M | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,540 | $1.11M | 0.09% | 00.0% | Unchanged |
| Perpetual Ltd | 13,584 | $1.11M | 0.01% | −900−6.2% | Reduced |
| Advance Capital Management, Inc. | 13,591 | $1.11M | 0.10% | +30.0% | Added |
| Ofi Invest Asset Management | 14,552 | $1.13M | 0.04% | −784−5.1% | Reduced |
| Dean Capital Management | 13,798 | $1.13M | 0.85% | +13,798 | New |
| Elequin Capital LP | 13,803 | $1.13M | 0.22% | +8,551+162.8% | Added |
| United Services Automobile Association | 13,918 | $1.14M | 0.03% | +2,613+23.1% | Added |
| Wesbanco Bank Inc | 13,930 | $1.14M | 0.05% | −200−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,066 | $1.15M | 0.00% | −49−0.3% | Reduced |
| Squarepoint Ops LLC | 14,081 | $1.15M | 0.01% | −36,308−72.1% | Reduced |
| Pathstone Family Office, LLC | 14,208 | $1.16M | 0.01% | +7,982+128.2% | Added |
| NTV Asset Management LLC | 14,469 | $1.19M | 0.21% | −100−0.7% | Reduced |
| Wolverine Trading, LLC | 14,483 | $1.19M | 0.01% | −19,993−58.0% | Reduced |
| ProVise Management Group, LLC | 14,548 | $1.19M | 0.11% | −681−4.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,693 | $1.20M | 0.01% | +14,693 | New |
| Colony Group LLC | 14,781 | $1.21M | 0.02% | −169−1.1% | Reduced |
| Assenagon Asset Management S.A. | 15,074 | $1.23M | 0.00% | −223−1.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,092 | $1.24M | 0.96% | −25−0.2% | Reduced |
| Ieq Capital, LLC | 15,310 | $1.25M | 0.03% | +529+3.6% | Added |
| Brookstone Capital Management | 15,016 | $1.26M | 0.03% | −2,296−13.3% | Reduced |
| Old Second National Bank of Aurora | 15,420 | $1.26M | 0.38% | +14,612+1,808.4% | Added |
| Bard Associates Inc | 15,515 | $1.27M | 0.53% | −135−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 15,525 | $1.27M | 0.00% | −29,965−65.9% | Reduced |
| O'Rourke & Company, Inc | 15,664 | $1.28M | 0.94% | +26+0.2% | Added |
| American Financial Advisors, LLC | 15,769 | $1.29M | 0.20% | −725−4.4% | Reduced |
| Cascade Investment Advisors, Inc. | 16,052 | $1.31M | 1.04% | −65−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,374 | $1.34M | 0.04% | +696+4.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,395 | $1.34M | 0.02% | +915+5.9% | Added |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.35M | 0.16% | −199−1.2% | Reduced |
| D.A. Davidson & Co. | 16,738 | $1.37M | 0.01% | −3,015−15.3% | Reduced |
| Massmutual Trust Co FSB | 16,874 | $1.38M | 0.05% | +14,999+799.9% | Added |
| Atria Investments LLC | 17,070 | $1.40M | 0.02% | +428+2.6% | Added |
| Oxford Financial Group Ltd | 17,218 | $1.41M | 0.12% | +1,617+10.4% | Added |
| Liberty Capital Management, Inc. | 17,425 | $1.43M | 0.42% | 00.0% | Unchanged |
| Formula Growth Ltd | 18,019 | $1.48M | 0.50% | −293−1.6% | Reduced |
| Credit Agricole S A | 18,026 | $1.48M | 0.05% | +4,489+33.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,166 | $1.49M | 0.12% | +324+1.8% | Added |
| Atria Wealth Solutions, Inc. | 18,459 | $1.51M | 0.02% | −289−1.5% | Reduced |