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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 18,721 | $1.53M | 0.01% | −3,476−15.7% | Reduced |
| Granite Bay Wealth Management, LLC | 19,160 | $1.57M | 0.02% | +19,160 | New |
| GYL Financial Synergies, LLC | 19,389 | $1.59M | 0.15% | +70.0% | Added |
| Ossiam | 19,437 | $1.59M | 0.03% | +8,450+76.9% | Added |
| Capital Investment Advisors, LLC | 19,476 | $1.60M | 0.04% | −289−1.5% | Reduced |
| Vontobel Holding Ltd. | 19,544 | $1.60M | 0.01% | +378+2.0% | Added |
| Advisor Partners II, LLC | 19,630 | $1.61M | 0.06% | +843+4.5% | Added |
| Cetera Advisors LLC | 19,728 | $1.62M | 0.03% | +156+0.8% | Added |
| Quantinno Capital Management LP | 19,957 | $1.64M | 0.07% | +6,174+44.8% | Added |
| Sumitomo Life Insurance Co | 20,087 | $1.65M | 0.05% | −260−1.3% | Reduced |
| MAI Capital Management | 20,286 | $1.66M | 0.02% | +24+0.1% | Added |
| L & S Advisors Inc | 20,477 | $1.68M | 0.24% | +20,477 | New |
| Forte Capital LLC | 20,591 | $1.69M | 0.26% | −2,056−9.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,093 | $1.73M | 0.17% | +14,684+229.1% | Added |
| Beacon Pointe Advisors, LLC | 21,768 | $1.78M | 0.02% | +300+1.4% | Added |
| Tower Research Capital LLC (TRC) | 22,108 | $1.81M | 0.06% | −13,120−37.2% | Reduced |
| Old North State Wealth Management, LLC | 22,611 | $1.85M | 1.63% | +546+2.5% | Added |
| Avitas Wealth Management LLC | 22,714 | $1.86M | 0.35% | −185−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 22,904 | $1.88M | 0.07% | +1,200+5.5% | Added |
| Dean Investment Associates, LLC | 23,251 | $1.90M | 0.31% | +5,279+29.4% | Added |
| Raymond James Trust N.A. | 24,051 | $1.97M | 0.06% | +676+2.9% | Added |
| Baird Financial Group, Inc. | 24,196 | $1.98M | 0.01% | +464+2.0% | Added |
| Appleton Partners Inc | 24,234 | $1.99M | 0.18% | +2,415+11.1% | Added |
| Spirit of America Management Corp | 24,325 | $1.99M | 0.45% | +2,100+9.4% | Added |
| Nicola Wealth Management Ltd. | 17,995 | $1.99M | 0.21% | −22,700−55.8% | Reduced |
| Oppenheimer & Co Inc | 24,351 | $1.99M | 0.04% | +4,966+25.6% | Added |
| Naviter Wealth, LLC | 24,866 | $2.04M | 0.49% | +2,086+9.2% | Added |
| Private Advisor Group, LLC | 25,167 | $2.06M | 0.02% | +127+0.5% | Added |
| Kornitzer Capital Management Inc | 25,190 | $2.06M | 0.04% | −11,600−31.5% | Reduced |
| Pensionfund Sabic | 25,259 | $2.07M | 0.73% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 25,848 | $2.12M | 0.09% | +2,900+12.6% | Added |
| Jefferies Financial Group Inc. | 26,457 | $2.17M | 0.05% | +26,457 | New |
| Romano Brothers and Company | 26,691 | $2.19M | 0.34% | +80.0% | Added |
| Commerce Bank | 26,757 | $2.19M | 0.02% | +1,156+4.5% | Added |
| Ethic Inc. | 26,926 | $2.21M | 0.08% | +5,624+26.4% | Added |
| Crossmark Global Holdings, Inc. | 26,608 | $2.23M | 0.05% | −181−0.7% | Reduced |
| Lincluden Management Ltd | 27,371 | $2.24M | 0.27% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,513 | $2.25M | 0.05% | −320−1.1% | Reduced |
| Boston Family Office LLC | 27,516 | $2.25M | 0.18% | +72+0.3% | Added |
| Ostrum Asset Management | 27,722 | $2.27M | 0.21% | +459+1.7% | Added |
| Mercer Global Advisors Inc | 27,942 | $2.29M | 0.01% | −1,574−5.3% | Reduced |
| CIBC World Markets Corp | 28,631 | $2.35M | 0.02% | −29,609−50.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,812 | $2.36M | 0.31% | +218+0.8% | Added |
| Summit Place Financial Advisors, LLC | 29,558 | $2.42M | 1.72% | −1,375−4.4% | Reduced |
| Fred Alger Management, LLC | 29,825 | $2.44M | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 30,086 | $2.46M | 0.01% | +1,472+5.1% | Added |
| Rainey & Randall Investment Management Inc. | 30,315 | $2.48M | 0.72% | −1,770−5.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,411 | $2.49M | 0.05% | −13,000−29.9% | Reduced |
| Kinneret Advisory, LLC | 30,587 | $2.51M | 0.31% | −18−0.1% | Reduced |
| MML Investors Services, LLC | 30,864 | $2.53M | 0.01% | −326−1.0% | Reduced |
| Shell Asset Management Co | 30,969 | $2.54M | 0.10% | −558−1.8% | Reduced |
| Westover Capital Advisors, LLC | 31,162 | $2.55M | 0.92% | +31,162 | New |
| Pacer Advisors, Inc. | 31,696 | $2.60M | 0.01% | +873+2.8% | Added |
| Caisse de Depot Et Placement du Quebec | 32,000 | $2.62M | 0.01% | +32,000 | New |
| Louisiana State Employees Retirement System | 32,100 | $2.63M | 0.06% | +1,400+4.6% | Added |
| Impax Asset Management Group plc | 32,153 | $2.63M | 0.01% | −911−2.8% | Reduced |
| CI Private Wealth, LLC | 32,163 | $2.64M | 0.01% | +2,631+8.9% | Added |
| Vestcor Inc | 32,303 | $2.65M | 0.10% | −45,323−58.4% | Reduced |
| Natixis | 32,414 | $2.66M | 0.02% | +30,984+2,166.7% | Added |
| KBC Group NV | 32,634 | $2.67M | 0.01% | +414+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 33,313 | $2.73M | 0.04% | +2,916+9.6% | Added |
| Agf Management Ltd | 33,369 | $2.73M | 0.02% | −1,558−4.5% | Reduced |
| Wealthfront Advisers LLC | 33,863 | $2.77M | 0.01% | +10,407+44.4% | Added |
| Spinnaker Trust | 33,936 | $2.78M | 0.21% | −2,795−7.6% | Reduced |
| National Asset Management, Inc. | 34,439 | $2.82M | 0.08% | +63+0.2% | Added |
| Capital Group Private Client Services, Inc. | 35,311 | $2.89M | 0.04% | −854−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,652 | $2.92M | 0.01% | −3,227−8.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $2.99M | 0.04% | +36,500 | New |
| Lockheed Martin Investment Management Co | 38,053 | $3.00M | 0.23% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 37,204 | $3.05M | 0.40% | −905−2.4% | Reduced |
| Securian Asset Management, Inc | 37,224 | $3.05M | 0.09% | −3,322−8.2% | Reduced |
| Metropolitan Life Insurance Co | 37,392 | $3.06M | 0.16% | +550+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,614 | $3.08M | 0.05% | +3,108+9.0% | Added |
| JustInvest LLC | 37,892 | $3.10M | 0.09% | +2,941+8.4% | Added |
| Maryland State Retirement & Pension System | 37,946 | $3.11M | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 37,993 | $3.11M | 0.04% | +4,804+14.5% | Added |
| Vident Advisory, LLC | 39,205 | $3.21M | 0.10% | +39,205 | New |
| Brown Advisory Inc | 39,206 | $3.21M | 0.01% | −1,102−2.7% | Reduced |
| US Bancorp | 39,402 | $3.23M | 0.01% | +185+0.5% | Added |
| Nordea Investment Management AB | 39,324 | $3.25M | 0.00% | −512−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 40,154 | $3.29M | 0.05% | +1,490+3.9% | Added |
| Oppenheimer Asset Management Inc. | 40,317 | $3.30M | 0.05% | +323+0.8% | Added |
| Fifth Third Bancorp | 40,341 | $3.30M | 0.02% | +1,921+5.0% | Added |
| Kentucky Retirement Systems | 40,689 | $3.33M | 0.12% | +727+1.8% | Added |
| APG Asset Management N.V. | 41,250 | $3.38M | 0.01% | +21,000+103.7% | Added |
| Voloridge Investment Management, LLC | 41,560 | $3.40M | 0.02% | +41,560 | New |
| Elo Mutual Pension Insurance Co | 41,600 | $3.41M | 0.11% | +759+1.9% | Added |
| Hartford Investment Management Co | 42,042 | $3.44M | 0.14% | +208+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.46M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 42,995 | $3.52M | 0.01% | −14,377−25.1% | Reduced |
| Private Asset Management Inc | 43,053 | $3.53M | 0.83% | +1,706+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 43,992 | $3.60M | 0.00% | −16,354−27.1% | Reduced |
| Norinchukin Bank, The | 44,663 | $3.66M | 0.09% | −9,819−18.0% | Reduced |
| Candriam Luxembourg S.C.A. | 44,714 | $3.66M | 0.03% | +40.0% | Added |
| Gulf International Bank (UK) Ltd | 45,158 | $3.70M | 0.10% | −4,879−9.8% | Reduced |
| British Columbia Investment Management Corp | 45,186 | $3.70M | 0.04% | +428+1.0% | Added |
| Advisors Asset Management, Inc. | 45,600 | $3.74M | 0.08% | −5,852−11.4% | Reduced |
| Bank of Nova Scotia | 47,200 | $3.87M | 0.01% | +7,029+17.5% | Added |
| Cetera Advisor Networks LLC | 47,454 | $3.89M | 0.02% | +2,530+5.6% | Added |
| Peapack Gladstone Financial Corp | 47,736 | $3.91M | 0.07% | +418+0.9% | Added |