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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 828 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ3 2023: $42.1B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2023.

Institutions holding WELL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FineMark National Bank & Trust2,877$235.7K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,826$231.5K0.00%+200+7.6%Added
Lindbrook Capital, LLC2,820$231.0K0.03%+741+35.6%Added
EP Wealth Advisors, LLC2,816$230.7K0.00%−10,857−79.4%Reduced
Barnes Pettey Financial Advisors, LLC2,802$229.5K0.21%00.0%Unchanged
Kingsview Wealth Management, LLC2,784$228.1K0.01%+148+5.6%Added
Hartline Investment Corp2,782$227.9K0.04%00.0%Unchanged
Keel Point, LLC2,780$227.8K0.03%+73+2.7%Added
Conning Inc.2,770$226.9K0.01%00.0%Unchanged
Bokf, NA2,701$225.8K0.00%−54−2.0%Reduced
Armor Investment Advisors, LLC2,753$225.5K0.13%+203+8.0%Added
Summit Trail Advisors, LLC2,747$225.0K0.01%+141+5.4%Added
First International Bank & Trust2,743$224.7K0.08%−2,402−46.7%Reduced
HBK Sorce Advisory LLC2,729$223.5K0.01%+78+2.9%Added
Evergreen Capital Management LLC2,707$221.8K0.01%+219+8.8%Added
Keystone Financial Group2,681$219.6K0.04%00.0%Unchanged
Koshinski Asset Management, Inc.2,650$217.1K0.02%−81−3.0%Reduced
M&G Investment Management Ltd2,643$216.7K0.00%00.0%Unchanged
IMPACTfolio, LLC2,645$216.7K0.16%00.0%Unchanged
Balentine LLC2,612$214.0K0.01%+15+0.6%Added
Safeguard Investment Advisory Group, LLC2,602$213.1K0.09%+20+0.8%Added
Virtu Financial LLC2,596$213.0K0.02%+2,596New
Warwick Investment Management, Inc.2,600$213.0K0.08%00.0%Unchanged
Register Financial Advisors LLC2,600$213.0K0.16%00.0%Unchanged
Horizon Wealth Management, LLC2,597$212.8K0.09%+19+0.7%Added
Rehmann Capital Advisory Group2,554$209.2K0.02%−405−13.7%Reduced
Wharton Business Group, LLC2,555$209.0K0.01%00.0%Unchanged
Nilsine Partners, LLC2,546$208.6K0.03%−134−5.0%Reduced
River Street Advisors LLC2,522$206.6K0.19%+2,522New
Weybosset Research & Management LLC2,500$205.0K0.08%00.0%Unchanged
Hudock, Inc.2,500$204.8K0.05%+7+0.3%Added
Erste Asset Management GmbH2,500$204.8K0.00%−800−24.2%Reduced
Sage Mountain Advisors LLC2,497$204.6K0.03%−161−6.1%Reduced
IFG Advisory, LLC2,460$201.6K0.02%+2,460New
SYSTM Wealth Solutions LLC2,459$201.5K0.03%+2,459New
First National Bank of Mount Dora, Trust Investment Services2,455$201.1K0.06%+2,455New
Desjardins Global Asset Management Inc.2,445$200.3K0.02%−1,420−36.7%Reduced
Caldwell Sutter Capital, Inc.2,405$197.0K0.11%00.0%Unchanged
Cutler Group LP2,403$196.0K0.03%+588+32.4%Added
Spartan Planning & Wealth Management2,369$194.1K0.23%+2,369New
Glassman Wealth Services2,309$189.2K0.03%+1,301+129.1%Added
Pflug Koory, LLC2,215$181.5K0.10%00.0%Unchanged
Parallel Advisors, LLC2,169$177.7K0.01%+104+5.0%Added
Harvest Fund Management Co., Ltd2,067$169.0K0.03%+1,152+125.9%Added
Motco1,953$160.0K0.01%−2−0.1%Reduced
Spire Wealth Management1,827$149.7K0.01%+25+1.4%Added
Ninepoint Partners LP1,802$147.6K0.02%−55−3.0%Reduced
Lazard Asset Management LLC1,793$146.0K0.00%+205+12.9%Added
Colonial Trust Advisors1,745$142.9K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,726$141.4K0.03%+87+5.3%Added
Allworth Financial LP1,697$139.0K0.00%+57+3.5%Added
Harbour Investments, Inc.1,639$134.3K0.01%+413+33.7%Added
TD Waterhouse Canada Inc.1,601$131.1K0.00%−326−16.9%Reduced
Harbor Investment Advisory, LLC1,596$130.7K0.02%00.0%Unchanged
Stonebridge Capital Advisors LLC1,576$129.1K0.01%00.0%Unchanged
Hanson & Doremus Investment Management1,500$123.0K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC1,379$113.0K0.01%−161−10.5%Reduced
Aspire Private Capital, LLC1,367$112.0K0.04%+3+0.2%Added
Mirova1,360$111.4K0.02%−3,966−74.5%Reduced
MV Capital Management, Inc.1,339$109.7K0.01%+12+0.9%Added
Cary Street Partner Investment Advisory LLC1,324$108.5K0.01%−145−9.9%Reduced
Alta Advisers Ltd1,300$106.5K0.06%00.0%Unchanged
TCTC Holdings, LLC1,262$103.4K0.00%00.0%Unchanged
Riverview Trust Co1,242$101.7K0.09%00.0%Unchanged
Clearstead Advisors, LLC1,229$100.7K0.01%00.0%Unchanged
Key Financial Inc1,226$100.4K0.03%00.0%Unchanged
Creative Financial Designs Inc1,224$100.2K0.01%00.0%Unchanged
NBC Securities, Inc.1,230$100.0K0.01%+1,230New
Zions Bancorporation, N.A.1,204$98.6K0.01%+18+1.5%Added
Westside Investment Management, Inc.1,200$98.3K0.03%00.0%Unchanged
Capital Analysts, LLC1,194$98.0K0.01%+3+0.3%Added
SJS Investment Consulting Inc.1,173$96.1K0.02%00.0%Unchanged
Emfo, LLC1,150$94.2K0.09%00.0%Unchanged
Farther Finance Advisors, LLC1,142$93.6K0.01%+670+141.9%Added
Bank Julius Baer & Co. Ltd, Zurich1,114$91.0K0.00%−5,091−82.0%Reduced
Larson Financial Group LLC1,103$90.4K0.01%+1,103New
Arcadia Investment Management Corp1,101$90.2K0.02%00.0%Unchanged
City State Bank1,058$87.0K0.05%00.0%Unchanged
IFP Advisors, Inc1,059$86.8K0.00%−274−20.6%Reduced
Paradigm Asset Management Co LLC1,038$85.0K0.02%00.0%Unchanged
Grove Bank & Trust1,030$84.4K0.02%00.0%Unchanged
Beacon Capital Management, LLC977$79.0K0.02%00.0%Unchanged
Private Ocean, LLC948$77.7K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC947$77.5K0.03%+947New
Bollard Group LLC929$76.0K0.00%−30−3.1%Reduced
Rosenberg Matthew Hamilton922$75.5K0.03%+13+1.4%Added
Optimum Investment Advisors908$74.4K0.04%+1+0.1%Added
CWS Financial Advisors, LLC892$73.1K0.03%+892New
Geneos Wealth Management Inc.868$71.1K0.00%+283+48.4%Added
Washington Trust Co850$69.6K0.00%−240−22.0%Reduced
Trust Co850$69.6K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators822$67.3K0.03%−41−4.8%Reduced
Glen Eagle Advisors, LLC819$67.1K0.02%−50−5.8%Reduced
GHP Investment Advisors, Inc.775$66.0K0.00%00.0%Unchanged
First Manhattan Co800$65.5K0.00%+800New
Annis Gardner Whiting Capital Advisors, LLC747$61.2K0.03%+747New
Livforsakringsbolaget Skandia, Omsesidigt745$61.0K0.01%00.0%Unchanged
Valley National Advisers Inc745$61.0K0.01%+220+41.9%Added
Federation des caisses Desjardins du Quebec733$60.0K0.00%−429−36.9%Reduced
Quent Capital, LLC731$59.9K0.01%00.0%Unchanged