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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 10,434 | $854.8K | 0.02% | +4,940+89.9% | Added |
| 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 |
| Arkadios Wealth Advisors | 10,241 | $838.9K | 0.08% | −365−3.4% | Reduced |
| Vanderbilt University | 10,117 | $828.8K | 0.21% | +343+3.5% | Added |
| Avantax Advisory Services, Inc. | 10,097 | $827.1K | 0.01% | −109−1.1% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $819.2K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,915 | $812.2K | 0.01% | +8+0.1% | Added |
| Snowden Capital Advisors LLC | 9,870 | $808.5K | 0.03% | +213+2.2% | Added |
| Federated Hermes, Inc. | 9,705 | $795.0K | 0.00% | +1,372+16.5% | Added |
| Independent Financial Group, LLC | 9,703 | $794.9K | 0.05% | +6,588+211.5% | Added |
| Jeppson Wealth Management, LLC | 9,674 | $792.5K | 0.36% | −35−0.4% | Reduced |
| DRW Securities, LLC | 9,575 | $784.0K | 0.06% | +3,561+59.2% | Added |
| Banco Santander, S.A. | 9,553 | $782.6K | 0.01% | +1,177+14.1% | Added |
| Fulcrum Capital LLC | 9,290 | $761.0K | 0.22% | −611−6.2% | Reduced |
| Gamco Investors, Inc. Et Al | 9,250 | $757.8K | 0.01% | −1,250−11.9% | Reduced |
| Moody National Bank Trust Division | 9,240 | $756.9K | 0.05% | +858+10.2% | Added |
| AE Wealth Management LLC | 9,096 | $745.1K | 0.00% | +580+6.8% | Added |
| Westwood Holdings Group Inc. | 9,000 | $737.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,994 | $736.8K | 0.01% | −5,400−37.5% | Reduced |
| Stokes Family Office, LLC | 8,894 | $728.6K | 0.09% | +8,894 | New |
| Atlantic Union Bankshares Corp | 8,650 | $708.6K | 0.07% | −200−2.3% | Reduced |
| Schnieders Capital Management LLC | 8,621 | $706.2K | 0.16% | −100−1.1% | Reduced |
| Values First Advisors, Inc. | 8,577 | $702.7K | 0.45% | −30.0% | Reduced |
| Whittier Trust Co | 8,572 | $702.2K | 0.01% | +46+0.5% | Added |
| PFG Investments, LLC | 8,552 | $700.6K | 0.13% | +30+0.4% | Added |
| Checchi Capital Advisers, LLC | 8,524 | $698.3K | 0.06% | +278+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 8,496 | $696.0K | 0.03% | −100−1.2% | Reduced |
| GWM Advisors LLC | 8,436 | $691.0K | 0.01% | +1,220+16.9% | Added |
| Integrated Wealth Concepts LLC | 8,429 | $690.5K | 0.01% | −1,595−15.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,409 | $688.9K | 0.06% | −331−3.8% | Reduced |
| Commerzbank Aktiengesellschaft | 8,291 | $680.0K | 0.03% | −11,893−58.9% | Reduced |
| Landscape Capital Management, L.L.C. | 8,235 | $674.6K | 0.09% | +8,235 | New |
| Lincoln National Corp | 8,199 | $671.7K | 0.01% | +788+10.6% | Added |
| Wetherby Asset Management Inc | 8,143 | $667.1K | 0.04% | +34+0.4% | Added |
| Global Retirement Partners, LLC | 8,083 | $660.0K | 0.03% | +178+2.3% | Added |
| Coldstream Capital Management Inc | 8,048 | $659.3K | 0.02% | −473−5.6% | Reduced |
| Signaturefd, LLC | 7,968 | $652.7K | 0.02% | +844+11.8% | Added |
| Stiles Financial Services Inc | 7,906 | $647.7K | 0.34% | +135+1.7% | Added |
| FJ Capital Management LLC | 7,840 | $642.3K | 0.07% | +7,840 | New |
| Richwood Investment Advisors, LLC | 7,830 | $641.4K | 0.65% | −95−1.2% | Reduced |
| Ingalls & Snyder LLC | 7,826 | $641.0K | 0.03% | −525−6.3% | Reduced |
| NewEdge Wealth, LLC | 7,810 | $639.8K | 0.02% | −99−1.3% | Reduced |
| Huntington National Bank | 7,731 | $633.3K | 0.01% | +54+0.7% | Added |
| Level Four Advisory Services, LLC | 7,644 | $626.2K | 0.04% | −914−10.7% | Reduced |
| Profund Advisors LLC | 7,632 | $625.2K | 0.03% | +120+1.6% | Added |
| Quadrant Capital Group LLC | 7,597 | $622.3K | 0.06% | +720+10.5% | Added |
| Greenleaf Trust | 7,578 | $620.8K | 0.01% | +183+2.5% | Added |
| Monetary Management Group Inc | 7,575 | $620.5K | 0.21% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 9,643 | $620.0K | 0.22% | +959+11.0% | Added |
| GTS Securities LLC | 7,505 | $614.8K | 0.01% | +4,039+116.5% | Added |
| Fund Management at Engine No. 1 LLC | 7,418 | $607.7K | 0.10% | +950+14.7% | Added |
| Summit Financial Group Inc | 7,252 | $594.1K | 0.25% | −101−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 7,232 | $592.4K | 0.19% | −1,747−19.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,132 | $584.3K | 0.07% | −336−4.5% | Reduced |
| Horizon Investments, LLC | 7,172 | $583.4K | 0.02% | +615+9.4% | Added |
| Madden Advisory Services, Inc. | 7,069 | $579.1K | 0.37% | −434−5.8% | Reduced |
| Fairfield Financial Advisors, LTD | 7,013 | $574.5K | 0.24% | +3,633+107.5% | Added |
| Farmers & Merchants Investments Inc | 6,985 | $572.2K | 0.02% | +10+0.1% | Added |
| Pacific Sun Financial Corp | 6,968 | $570.8K | 0.40% | −270−3.7% | Reduced |
| V-Square Quantitative Management LLC | 6,881 | $563.7K | 0.25% | +2,741+66.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,794 | $556.6K | 0.10% | +6,794 | New |
| Greenup Street Wealth Management LLC | 6,570 | $538.2K | 0.18% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,542 | $535.9K | 0.02% | +324+5.2% | Added |
| Stephens Inc | 6,459 | $529.2K | 0.01% | −776−10.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,372 | $522.0K | 0.01% | +119+1.9% | Added |
| Panoramic Investment Advisors, LLC | 6,325 | $518.1K | 0.48% | +6,325 | New |
| Johnson Investment Counsel Inc | 6,158 | $504.5K | 0.01% | +454+8.0% | Added |
| Dudley Capital Management, LLC | 6,150 | $503.8K | 0.35% | −100−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,052 | $495.8K | 0.04% | −99−1.6% | Reduced |
| 1832 Asset Management L.P. | 6,000 | $491.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,953 | $487.7K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,843 | $478.7K | 0.27% | −1,002−14.6% | Reduced |
| Benjamin Edwards Inc | 5,823 | $477.0K | 0.11% | +595+11.4% | Added |
| Stratos Wealth Partners, LTD. | 5,756 | $471.6K | 0.01% | +2,084+56.8% | Added |
| Hendershot Investments Inc. | 5,742 | $470.4K | 0.08% | −185−3.1% | Reduced |
| Baldwin Brothers Inc | 5,700 | $466.9K | 0.04% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,677 | $464.3K | 0.34% | −101−1.7% | Reduced |
| Ibex Wealth Advisors | 5,663 | $464.0K | 0.12% | +5,663 | New |
| Prospera Financial Services Inc | 5,646 | $463.0K | 0.02% | +1,178+26.4% | Added |
| Summit Global Investments | 5,589 | $458.0K | 0.03% | −15−0.3% | Reduced |
| Jones Financial Companies LLLP | 5,564 | $455.8K | 0.00% | +247+4.6% | Added |
| Lumbard & Kellner, LLC | 5,496 | $450.2K | 0.30% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,309 | $435.0K | 0.10% | −690−11.5% | Reduced |
| Qube Research & Technologies Ltd | 5,206 | $426.5K | 0.00% | +5,206 | New |
| Glenmede Trust Co NA | 5,174 | $423.9K | 0.00% | +727+16.3% | Added |
| Sara-Bay Financial | 5,169 | $423.4K | 0.21% | −203−3.8% | Reduced |
| Monument Capital Management | 5,136 | $420.7K | 0.14% | +5,136 | New |
| Benchmark Investment Advisors LLC | 5,060 | $414.5K | 0.42% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,044 | $413.2K | 0.01% | +1,141+29.2% | Added |
| Integrated Advisors Network LLC | 5,030 | $412.1K | 0.03% | −70−1.4% | Reduced |
| IHT Wealth Management, LLC | 4,994 | $409.2K | 0.02% | +188+3.9% | Added |
| Good Life Advisors, LLC | 4,988 | $408.7K | 0.05% | −31−0.6% | Reduced |
| Investment Advisory Group, LLC | 4,958 | $406.2K | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,949 | $405.4K | 0.05% | +138+2.9% | Added |
| Sompo Asset Management Co., Ltd. | 4,940 | $404.7K | 0.09% | −11,820−70.5% | Reduced |
| Glenview Trust Co | 4,899 | $401.3K | 0.01% | −646−11.7% | Reduced |
| Texas Yale Capital Corp. | 4,890 | $400.5K | 0.02% | +130+2.7% | Added |
| Bailard, Inc. | 4,876 | $399.4K | 0.01% | +4,876 | New |
| Tower Bridge Advisors | 4,850 | $397.3K | 0.04% | 00.0% | Unchanged |