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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 722 | $59.1K | 0.00% | −52−6.7% | Reduced |
| AdvisorNet Financial, Inc | 716 | $58.6K | 0.01% | +53+8.0% | Added |
| Atlantic Trust, LLC | 715 | $58.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $57.3K | 0.01% | −40−5.4% | Reduced |
| IAG Wealth Partners, LLC | 700 | $57.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 610 | $50.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 605 | $49.6K | 0.02% | +605 | New |
| Newbridge Financial Services Group, Inc. | 602 | $49.3K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 592 | $48.5K | 0.01% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 570 | $46.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 557 | $45.6K | 0.01% | −150−21.2% | Reduced |
| Sutton Wealth Advisors Inc. | 546 | $44.7K | 0.02% | +21+4.0% | Added |
| Colonial Trust Co | 531 | $43.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 524 | $42.9K | 0.00% | +500+2,083.3% | Added |
| Rational Advisors LLC | 524 | $42.9K | 0.00% | +524 | New |
| North Star Investment Management Corp. | 516 | $42.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $41.0K | 0.01% | +500 | New |
| Pinnacle Bancorp, Inc. | 450 | $36.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 439 | $36.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 432 | $35.4K | 0.00% | +27+6.7% | Added |
| Compass Wealth Management LLC | 400 | $32.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 381 | $31.2K | 0.00% | +32+9.2% | Added |
| Silvant Capital Management LLC | 348 | $28.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 348 | $28.5K | 0.00% | +3+0.9% | Added |
| FinTrust Capital Advisors, LLC | 342 | $28.0K | 0.01% | +185+117.8% | Added |
| Piscataqua Savings Bank | 338 | $27.7K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $26.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 321 | $26.0K | 0.02% | −6−1.8% | Reduced |
| Headlands Technologies LLC | 313 | $25.6K | 0.01% | +259+479.6% | Added |
| Bell Investment Advisors, Inc | 306 | $25.1K | 0.01% | −20−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 311 | $25.0K | 0.00% | +50+19.2% | Added |
| JNBA Financial Advisors | 300 | $24.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 288 | $23.6K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $22.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 263 | $21.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 252 | $20.6K | 0.01% | +1+0.4% | Added |
| Earnest Partners LLC | 250 | $20.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $20.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 250 | $20.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 245 | $20.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 250 | $20.0K | 0.01% | +2+0.8% | Added |
| Asset Dedication, LLC | 236 | $20.0K | 0.00% | +95+67.4% | Added |
| Coppell Advisory Solutions LLC | 300 | $19.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 239 | $19.6K | 0.01% | −125−34.3% | Reduced |
| Raleigh Capital Management Inc. | 239 | $19.5K | 0.01% | −10−4.0% | Reduced |
| Salem Investment Counselors Inc | 231 | $18.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $18.7K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 217 | $17.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $17.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $17.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 201 | $16.5K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 459 | $16.0K | 0.00% | +459 | New |
| Manchester Capital Management LLC | 190 | $15.6K | 0.00% | −3−1.6% | Reduced |
| NewSquare Capital LLC | 185 | $15.2K | 0.00% | +77+71.3% | Added |
| McIlrath & Eck, LLC | 184 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $14.9K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 177 | $14.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $14.0K | 0.00% | +34+24.5% | Added |
| JJJ Advisors Inc. | 166 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 164 | $13.5K | 0.01% | +1+0.6% | Added |
| IMA Wealth, Inc. | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 148 | $12.0K | 0.00% | −1−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 143 | $12.0K | 0.00% | +8+5.9% | Added |
| Park Place Capital Corp | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 139 | $11.4K | 0.00% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 137 | $11.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $11.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $11.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $10.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $10.1K | 0.00% | +1+0.8% | Added |
| West Paces Advisors Inc. | 117 | $9.59K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $9.50K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $8.70K | 0.00% | −2−1.9% | Reduced |
| Tucker Asset Management LLC | 106 | $8.68K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.19K | 0.01% | −130−56.5% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $8.19K | 0.00% | −50−33.3% | Reduced |
| Delta Asset Management LLC | 100 | $8.19K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $8.19K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $8.19K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $8.19K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $8.19K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $8.19K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $6.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $6.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $6.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $5.98K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 72 | $5.90K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 62 | $5.30K | 0.00% | +62 | New |
| Front Row Advisors LLC | 58 | $4.75K | 0.00% | 00.0% | Unchanged |