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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 24,866 | $2.04M | 0.49% | +2,086+9.2% | Added |
| Oppenheimer & Co Inc | 24,351 | $1.99M | 0.04% | +4,966+25.6% | Added |
| Nicola Wealth Management Ltd. | 17,995 | $1.99M | 0.21% | −22,700−55.8% | Reduced |
| Spirit of America Management Corp | 24,325 | $1.99M | 0.45% | +2,100+9.4% | Added |
| Appleton Partners Inc | 24,234 | $1.99M | 0.18% | +2,415+11.1% | Added |
| Baird Financial Group, Inc. | 24,196 | $1.98M | 0.01% | +464+2.0% | Added |
| Raymond James Trust N.A. | 24,051 | $1.97M | 0.06% | +676+2.9% | Added |
| Dean Investment Associates, LLC | 23,251 | $1.90M | 0.31% | +5,279+29.4% | Added |
| E. Ohman J:or Asset Management AB | 22,904 | $1.88M | 0.07% | +1,200+5.5% | Added |
| Avitas Wealth Management LLC | 22,714 | $1.86M | 0.35% | −185−0.8% | Reduced |
| Old North State Wealth Management, LLC | 22,611 | $1.85M | 1.63% | +546+2.5% | Added |
| Tower Research Capital LLC (TRC) | 22,108 | $1.81M | 0.06% | −13,120−37.2% | Reduced |
| Beacon Pointe Advisors, LLC | 21,768 | $1.78M | 0.02% | +300+1.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,093 | $1.73M | 0.17% | +14,684+229.1% | Added |
| Forte Capital LLC | 20,591 | $1.69M | 0.26% | −2,056−9.1% | Reduced |
| L & S Advisors Inc | 20,477 | $1.68M | 0.24% | +20,477 | New |
| MAI Capital Management | 20,286 | $1.66M | 0.02% | +24+0.1% | Added |
| Sumitomo Life Insurance Co | 20,087 | $1.65M | 0.05% | −260−1.3% | Reduced |
| Quantinno Capital Management LP | 19,957 | $1.64M | 0.07% | +6,174+44.8% | Added |
| Cetera Advisors LLC | 19,728 | $1.62M | 0.03% | +156+0.8% | Added |
| Advisor Partners II, LLC | 19,630 | $1.61M | 0.06% | +843+4.5% | Added |
| Vontobel Holding Ltd. | 19,544 | $1.60M | 0.01% | +378+2.0% | Added |
| Capital Investment Advisors, LLC | 19,476 | $1.60M | 0.04% | −289−1.5% | Reduced |
| Ossiam | 19,437 | $1.59M | 0.03% | +8,450+76.9% | Added |
| GYL Financial Synergies, LLC | 19,389 | $1.59M | 0.15% | +70.0% | Added |
| Granite Bay Wealth Management, LLC | 19,160 | $1.57M | 0.02% | +19,160 | New |
| United Capital Financial Advisers, LLC | 18,721 | $1.53M | 0.01% | −3,476−15.7% | Reduced |
| Atria Wealth Solutions, Inc. | 18,459 | $1.51M | 0.02% | −289−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,166 | $1.49M | 0.12% | +324+1.8% | Added |
| Credit Agricole S A | 18,026 | $1.48M | 0.05% | +4,489+33.2% | Added |
| Formula Growth Ltd | 18,019 | $1.48M | 0.50% | −293−1.6% | Reduced |
| Liberty Capital Management, Inc. | 17,425 | $1.43M | 0.42% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 17,218 | $1.41M | 0.12% | +1,617+10.4% | Added |
| Atria Investments LLC | 17,070 | $1.40M | 0.02% | +428+2.6% | Added |
| Massmutual Trust Co FSB | 16,874 | $1.38M | 0.05% | +14,999+799.9% | Added |
| D.A. Davidson & Co. | 16,738 | $1.37M | 0.01% | −3,015−15.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.35M | 0.16% | −199−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,395 | $1.34M | 0.02% | +915+5.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,374 | $1.34M | 0.04% | +696+4.4% | Added |
| Cascade Investment Advisors, Inc. | 16,052 | $1.31M | 1.04% | −65−0.4% | Reduced |
| American Financial Advisors, LLC | 15,769 | $1.29M | 0.20% | −725−4.4% | Reduced |
| O'Rourke & Company, Inc | 15,664 | $1.28M | 0.94% | +26+0.2% | Added |
| Ensign Peak Advisors, Inc | 15,525 | $1.27M | 0.00% | −29,965−65.9% | Reduced |
| Bard Associates Inc | 15,515 | $1.27M | 0.53% | −135−0.9% | Reduced |
| Old Second National Bank of Aurora | 15,420 | $1.26M | 0.38% | +14,612+1,808.4% | Added |
| Brookstone Capital Management | 15,016 | $1.26M | 0.03% | −2,296−13.3% | Reduced |
| Ieq Capital, LLC | 15,310 | $1.25M | 0.03% | +529+3.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 15,092 | $1.24M | 0.96% | −25−0.2% | Reduced |
| Assenagon Asset Management S.A. | 15,074 | $1.23M | 0.00% | −223−1.5% | Reduced |
| Colony Group LLC | 14,781 | $1.21M | 0.02% | −169−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,693 | $1.20M | 0.01% | +14,693 | New |
| ProVise Management Group, LLC | 14,548 | $1.19M | 0.11% | −681−4.5% | Reduced |
| Wolverine Trading, LLC | 14,483 | $1.19M | 0.01% | −19,993−58.0% | Reduced |
| NTV Asset Management LLC | 14,469 | $1.19M | 0.21% | −100−0.7% | Reduced |
| Pathstone Family Office, LLC | 14,208 | $1.16M | 0.01% | +7,982+128.2% | Added |
| Squarepoint Ops LLC | 14,081 | $1.15M | 0.01% | −36,308−72.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,066 | $1.15M | 0.00% | −49−0.3% | Reduced |
| Wesbanco Bank Inc | 13,930 | $1.14M | 0.05% | −200−1.4% | Reduced |
| United Services Automobile Association | 13,918 | $1.14M | 0.03% | +2,613+23.1% | Added |
| Elequin Capital LP | 13,803 | $1.13M | 0.22% | +8,551+162.8% | Added |
| Dean Capital Management | 13,798 | $1.13M | 0.85% | +13,798 | New |
| Ofi Invest Asset Management | 14,552 | $1.13M | 0.04% | −784−5.1% | Reduced |
| Advance Capital Management, Inc. | 13,591 | $1.11M | 0.10% | +30.0% | Added |
| Perpetual Ltd | 13,584 | $1.11M | 0.01% | −900−6.2% | Reduced |
| Everence Capital Management Inc | 13,540 | $1.11M | 0.09% | 00.0% | Unchanged |
| 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 |
| AIA Group Ltd | 13,100 | $1.07M | 0.05% | +13,100 | New |
| Cetera Investment Advisers | 13,075 | $1.07M | 0.01% | −31−0.2% | Reduced |
| Toroso Investments, LLC | 13,016 | $1.07M | 0.03% | +2,451+23.2% | Added |
| RDA Financial Network | 13,011 | $1.07M | 0.46% | −100−0.8% | Reduced |
| JLP Asset Management, LLC | 13,000 | $1.06M | 1.31% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 12,695 | $1.04M | 0.01% | +296+2.4% | Added |
| LDR Capital Management LLC | 12,591 | $1.03M | 0.63% | +12,591 | New |
| Garrison Bradford & Associates Inc | 12,380 | $1.01M | 1.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,243 | $1.00M | 0.02% | +451+3.8% | Added |
| Penserra Capital Management LLC | 12,064 | $986.0K | 0.02% | −187−1.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,980 | $981.4K | 0.43% | +275+2.3% | Added |
| Independent Advisor Alliance | 11,930 | $977.3K | 0.04% | +81+0.7% | Added |
| Wambolt & Associates, LLC | 11,902 | $972.7K | 0.35% | +873+7.9% | Added |
| Tokio Marine Asset Management Co Ltd | 11,756 | $963.1K | 0.06% | +1,217+11.5% | Added |
| Alberta Investment Management Corp | 11,700 | $958.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 11,599 | $950.0K | 0.08% | −75−0.6% | Reduced |
| Gray Wealth Management Inc. | 11,429 | $936.3K | 0.48% | +428+3.9% | Added |
| Meiji Yasuda Life Insurance Co | 11,398 | $933.7K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11,140 | $912.6K | 0.77% | +415+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 11,094 | $908.8K | 0.01% | −170−1.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,037 | $904.2K | 0.65% | +2,676+32.0% | Added |
| Resources Investment Advisors, LLC. | 10,845 | $888.5K | 0.02% | −981−8.3% | Reduced |
| Sandy Spring Bank | 10,764 | $881.8K | 0.05% | +1,848+20.7% | Added |
| Veriti Management LLC | 10,763 | $881.7K | 0.10% | +572+5.6% | Added |
| NFP Retirement, Inc. | 10,702 | $876.7K | 0.17% | +25+0.2% | Added |
| Welch Group, LLC | 10,700 | $876.5K | 0.05% | −2,700−20.1% | Reduced |
| Ancora Advisors, LLC | 10,627 | $870.6K | 0.02% | −4,187−28.3% | Reduced |
| Warren Averett Asset Management, LLC | 10,611 | $869.3K | 0.04% | +66+0.6% | Added |
| Lido Advisors, LLC | 10,603 | $868.6K | 0.01% | +484+4.8% | Added |
| Pearl River Capital, LLC | 10,583 | $867.0K | 0.14% | +6,631+167.8% | Added |
| Busey Wealth Management | 10,488 | $859.2K | 0.04% | −6,277−37.4% | Reduced |