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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 4,818 | $394.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,806 | $393.6K | 0.00% | +63+1.3% | Added |
| Prudent Man Advisors, LLC | 4,646 | $380.6K | 0.15% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,625 | $378.9K | 0.09% | −93−2.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,616 | $378.1K | 0.06% | −75−1.6% | Reduced |
| Nations Financial Group Inc, | 4,604 | $377.2K | 0.04% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,554 | $373.1K | 0.03% | +584+14.7% | Added |
| We Are One Seven, LLC | 4,494 | $368.1K | 0.03% | +453+11.2% | Added |
| NEOS Investment Management LLC | 4,492 | $368.0K | 0.05% | +4,492 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $365.1K | 0.03% | +3+0.1% | Added |
| Southland Equity Partners LLC | 4,455 | $364.9K | 0.13% | +31+0.7% | Added |
| CWM Advisors, LLC | 4,433 | $363.2K | 0.05% | +4,433 | New |
| Kestra Private Wealth Services, LLC | 4,409 | $361.2K | 0.01% | +4,409 | New |
| Joel Isaacson & Co., LLC | 4,397 | $360.2K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,385 | $359.2K | 0.06% | −75−1.7% | Reduced |
| Wedmont Private Capital | 4,334 | $355.9K | 0.04% | +290+7.2% | Added |
| Abbrea Capital, LLC | 4,283 | $351.0K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,262 | $349.1K | 0.01% | +780+22.4% | Added |
| Cambiar Investors LLC | 4,235 | $346.9K | 0.01% | −99−2.3% | Reduced |
| Investment Advisory Services Inc | 4,205 | $344.5K | 0.15% | −100−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,178 | $342.0K | 0.03% | +4,178 | New |
| Cypress Capital Group | 4,171 | $341.7K | 0.05% | +484+13.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,163 | $341.0K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,139 | $339.1K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 4,134 | $338.7K | 0.05% | +10+0.2% | Added |
| Umb Bank N A | 4,126 | $338.0K | 0.01% | −848−17.0% | Reduced |
| Apollon Wealth Management, LLC | 4,090 | $335.0K | 0.02% | +4,090 | New |
| LCNB Corp | 4,023 | $329.6K | 0.15% | −912−18.5% | Reduced |
| Ballentine Partners, LLC | 3,980 | $326.0K | 0.01% | +116+3.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $325.1K | 0.17% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,920 | $321.1K | 0.21% | −610−13.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,898 | $319.4K | 0.03% | +279+7.7% | Added |
| Whalerock Point Partners, LLC | 3,889 | $318.6K | 0.11% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,884 | $318.2K | 0.16% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,879 | $317.8K | 0.01% | −62−1.6% | Reduced |
| Wendell David Associates Inc | 3,850 | $315.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,807 | $311.9K | 0.03% | −1,100−22.4% | Reduced |
| Moors & Cabot, Inc. | 3,802 | $311.5K | 0.02% | −150−3.8% | Reduced |
| Diversified Trust Co | 3,783 | $309.9K | 0.01% | +86+2.3% | Added |
| Sigma Planning Corp | 3,779 | $309.6K | 0.01% | +249+7.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,765 | $308.4K | 0.01% | −152−3.9% | Reduced |
| Boston Private Wealth LLC | 3,732 | $305.7K | 0.01% | +49+1.3% | Added |
| Evanson Asset Management, LLC | 3,728 | $305.4K | 0.03% | +3,728 | New |
| Flputnam Investment Management Co | 3,704 | $303.5K | 0.01% | −241−6.1% | Reduced |
| Marcum Wealth, LLC | 3,680 | $301.5K | 0.04% | +949+34.7% | Added |
| Savant Capital, LLC | 3,649 | $298.9K | 0.00% | −33−0.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,583 | $293.5K | 0.11% | +25+0.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $292.2K | 0.23% | +43+1.2% | Added |
| Stock Yards Bank & Trust Co | 3,553 | $291.1K | 0.01% | +3,553 | New |
| Everhart Financial Group, Inc. | 3,547 | $290.6K | 0.12% | +304+9.4% | Added |
| Advisory Services Network, LLC | 3,539 | $289.9K | 0.01% | −256−6.7% | Reduced |
| Merit Financial Group, LLC | 3,512 | $287.7K | 0.01% | +768+28.0% | Added |
| Mosaic Family Wealth Partners, LLC | 3,500 | $286.7K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 3,475 | $284.7K | 0.02% | −64−1.8% | Reduced |
| Balboa Wealth Partners | 3,475 | $284.7K | 0.11% | +633+22.3% | Added |
| Jump Financial, LLC | 3,457 | $283.2K | 0.01% | +3,457 | New |
| Visionary Wealth Advisors | 3,449 | $282.5K | 0.02% | −400−10.4% | Reduced |
| Trinity Financial Advisors LLC | 3,428 | $280.8K | 0.15% | +3,428 | New |
| Eudaimonia Advisors LLC | 3,406 | $279.0K | 0.20% | 00.0% | Unchanged |
| SFMG, LLC | 3,404 | $278.9K | 0.03% | −498−12.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $278.9K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 3,400 | $278.5K | 0.03% | +3,400 | New |
| Bogart Wealth, LLC | 3,377 | $276.6K | 0.02% | −7−0.2% | Reduced |
| Equitable Holdings, Inc. | 3,361 | $275.3K | 0.00% | +90+2.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $274.8K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,345 | $274.0K | 0.12% | +1,465+77.9% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $273.0K | 0.19% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,320 | $272.0K | 0.01% | +3,320 | New |
| AlphaMark Advisors, LLC | 3,284 | $269.0K | 0.12% | −596−15.4% | Reduced |
| Tectonic Advisors LLC | 3,270 | $267.9K | 0.03% | +3,270 | New |
| Personal Cfo Solutions, LLC | 3,269 | $267.9K | 0.05% | +113+3.6% | Added |
| Valeo Financial Advisors, LLC | 3,254 | $266.6K | 0.01% | +445+15.8% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $266.2K | 0.13% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,249 | $266.2K | 0.01% | +3,249 | New |
| PDS Planning, Inc | 3,240 | $265.4K | 0.03% | +95+3.0% | Added |
| Bessemer Group Inc | 3,234 | $264.0K | 0.00% | −288−8.2% | Reduced |
| Shelton Capital Management | 3,192 | $261.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,078 | $259.4K | 0.01% | +3,078 | New |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $259.4K | 0.24% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,164 | $259.2K | 0.08% | −3,128−49.7% | Reduced |
| TrinityPoint Wealth, LLC | 3,158 | $258.7K | 0.05% | −440−12.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,152 | $258.2K | 0.02% | −319−9.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,115 | $255.2K | 0.17% | −10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,099 | $254.3K | 0.01% | +3+0.1% | Added |
| J.W. Cole Advisors, Inc. | 3,102 | $254.1K | 0.02% | +2+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,106 | $254.0K | 0.01% | −393−11.2% | Reduced |
| Blueprint Investment Partners LLC | 3,085 | $252.7K | 0.08% | −98−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,033 | $248.5K | 0.01% | −15−0.5% | Reduced |
| Old National Bancorp | 3,032 | $248.4K | 0.01% | −5−0.2% | Reduced |
| TD Private Client Wealth LLC | 3,022 | $247.6K | 0.01% | −3,912−56.4% | Reduced |
| Sentry Investment Management LLC | 3,012 | $247.0K | 0.12% | −28−0.9% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $246.0K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,000 | $245.7K | 0.01% | +38+1.3% | Added |
| Insigneo Advisory Services, LLC | 2,941 | $240.9K | 0.05% | +2,941 | New |
| True North Advisors, LLC | 2,936 | $240.5K | 0.07% | −989−25.2% | Reduced |
| Change Path, LLC | 2,919 | $239.0K | 0.02% | −272−8.5% | Reduced |
| CX Institutional | 2,902 | $237.7K | 0.01% | −22−0.8% | Reduced |
| CoreCap Advisors, LLC | 2,890 | $236.7K | 0.02% | −200−6.5% | Reduced |
| Bowman & Co S.C. | 2,889 | $236.7K | 0.19% | +10.0% | Added |
| Financial Advocates Investment Management | 2,881 | $236.0K | 0.02% | +47+1.7% | Added |