Skip to main content
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.

Q4 2023 vs. Q3 2023

How the institutions holding Welltower Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WELL: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders8288935+115
Shares513.3M286.4K538.5M+25.5M (+5.0%)
Value$42.1B$23.5M$48.6B+$6.52B (+15.5%)

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Welltower Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 160 by value.

Institutions new to WELL in Q4 2023
InstitutionSharesValue% of portfolio
Marshall Wace, LLP273,024$24.6M0.05%
Susquehanna Portfolio Strategies, LLC221,682$20.0M0.36%
Capital Fund Management S.A.165,764$14.9M0.19%
Walleye Capital LLC108,203$9.76M0.14%
Connors Investor Services Inc106,477$9.60M1.08%
Nomura Holdings Inc98,221$8.86M0.08%
Quantbot Technologies LP92,413$8.33M0.48%
Twinbeech Capital LP88,229$7.96M0.13%
Degroof Petercam Asset Management79,700$7.19M0.09%
Transform Wealth, LLC74,790$6.74M0.66%
Lighthouse Investment Partners, LLC70,000$6.31M0.46%
Cinctive Capital Management LP67,289$6.07M0.42%
Renaissance Technologies LLC65,663$5.92M0.01%
Harbour Trust & Investment Management Co59,986$5.41M0.76%
Alpine Global Management, LLC57,700$5.20M1.42%
Alyeska Investment Group, L.P.56,205$5.07M0.03%
Magnetar Financial LLC42,515$3.83M0.10%
DoubleLine ETF Adviser LP37,989$3.43M0.99%
D L Carlson Investment Group Inc35,374$3.32M0.67%
Pathstone Holdings, LLC35,945$3.24M0.02%
Varma Mutual Pension Insurance Co29,600$2.67M0.03%
Kempen Capital Management N.V.29,300$2.64M0.04%
Engineers Gate Manager LP23,731$2.14M0.06%
Walleye Trading LLC22,257$2.01M0.03%
Groupama Asset Managment20,030$1.81M0.05%
Proquility Private Wealth Partners, LLC19,191$1.73M0.66%
Moran Wealth Management, LLC19,177$1.73M0.06%
Stevens Capital Management LP16,171$1.46M0.36%
Y-Intercept (Hong Kong) Ltd14,705$1.33M0.12%
Arrowstreet Capital, Limited Partnership14,517$1.31M0.00%
Colony Group, LLC14,509$1.31M0.02%
GEM Realty Capital12,314$1.11M0.18%
Simplex Trading, LLC12,305$1.11M0.03%
Boothbay Fund Management, LLC11,999$1.08M0.04%
Kestra Advisory Services, LLC4,228$985.2K0.01%
FJ Investments, LLC10,877$980.8K0.05%
Sanibel Captiva Trust Company, Inc.10,530$949.5K0.03%
McKinley Capital Management LLC /Delaware10,288$927.7K0.12%
USA Financial Portformulas Corp10,147$915.0K0.16%
Handelsinvest Investeringsforvaltning9,931$895.0K0.37%
Trueblood Wealth Management, LLC8,952$807.2K0.51%
HighPoint Advisor Group LLC8,571$782.0K0.06%
FORA Capital, LLC8,352$753.1K0.06%
Fox Run Management, L.L.C.8,097$730.1K0.19%
Graham Capital Management, L.P.7,797$703.1K0.02%
Concurrent Investment Advisors, LLC7,681$692.6K0.03%
Gold Investment Management Ltd.7,555$681.2K0.29%
Dodds Wealth, LLC7,529$678.9K0.35%
Weiss Asset Management LP6,179$557.2K0.04%
Azzad Asset Management Inc6,027$543.4K0.07%
NorthRock Partners, LLC5,634$508.0K0.02%
Qtron Investments LLC5,559$501.3K0.08%
Dakota Wealth Management5,558$501.2K0.02%
CAPROCK Group, Inc.5,548$500.3K0.03%
Mesirow Financial Investment Management, Inc.5,472$493.4K0.02%
Emergent Wealth Advisors, LLC5,162$465.5K0.43%
LongView Wealth Management5,012$449.1K0.20%
Verde Capital Management4,947$446.0K0.17%
Drake & Associates, LLC4,946$446.0K0.18%
HGI Capital Management, LLC4,655$419.7K0.48%
Ellevest, Inc.4,582$413.2K0.03%
Quantitative Investment Management, LLC4,474$403.0K0.02%
Acadian Asset Management LLC4,469$401.0K0.00%
LifePlan Financial, LLC4,302$387.9K0.39%
Buckingham Strategic Partners4,077$367.7K0.02%
BayBridge Capital Group, LLC3,982$366.1K0.34%
Atom Investors LP4,059$366.0K0.06%
GeoWealth Management, LLC4,026$363.0K0.03%
Principal Securities, Inc.4,014$361.9K0.01%
Kapitalo Investimentos Ltda4,005$361.1K0.07%
Corton Capital Inc.3,956$356.7K0.11%
Lake Street Advisors Group, LLC3,846$346.8K0.02%
Livelsberger Financial Advisory3,814$343.9K0.31%
GAMMA Investing LLC3,910$338.3K0.09%
Two Sigma Securities, LLC3,738$337.1K0.02%
Premier Path Wealth Partners, LLC3,694$333.1K0.07%
MQS Management LLC3,646$328.8K0.18%
Lake Street Financial LLC3,633$327.6K0.05%
Schonfeld Strategic Advisors LLC3,360$303.0K0.00%
Edgestream Partners, L.P.3,225$290.8K0.02%
Cetera Trust Company, N.A3,225$290.8K0.18%
Catalytic Wealth RIA, LLC3,205$289.0K0.13%
Lynx Capital Group Ltd3,001$270.6K0.20%
Spouting Rock Asset Management, LLC3,000$270.5K0.10%
Cambria Investment Management, L.P.2,852$257.2K0.02%
Convergence Investment Partners, LLC2,715$245.0K0.13%
Painted Porch Advisors LLC2,623$236.5K0.18%
iA Global Asset Management Inc.2,620$236.0K0.01%
Graypoint LLC2,565$231.3K0.02%
Wedbush Securities Inc2,527$228.0K0.01%
Fiduciary Trust Co2,490$224.5K0.00%
Mutual Advisors, LLC2,489$224.4K0.01%
InterOcean Capital Group, LLC2,421$218.3K0.01%
SeaCrest Wealth Management, LLC2,461$217.9K0.03%
Gratus Wealth Advisors, LLC2,413$217.6K0.04%
TownSquare Capital, LLC2,410$217.3K0.00%
Hunter Associates Investment Management LLC2,400$217.0K0.04%
Clifford Swan Investment Counsel LLC2,406$216.9K0.01%
Moloney Securities Asset Management, LLC2,376$214.3K0.03%
Sound View Wealth Advisors Group, LLC2,376$214.2K0.02%

Sold out (45)

Institutions that held Welltower Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WELL in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Waterfront Capital Partners, LLC457,238$37.5M
GSI Capital Advisors LLC50,508$4.14M
Caisse de Depot Et Placement du Quebec32,000$2.62M
L & S Advisors Inc20,477$1.68M
Oxford Financial Group Ltd17,218$1.41M
Elequin Capital LP13,803$1.13M
LDR Capital Management LLC12,591$1.03M
Pearl River Capital, LLC10,583$867.0K
DRW Securities, LLC9,575$784.0K
Stokes Family Office, LLC8,894$728.6K
Fund Management at Engine No. 1 LLC7,418$607.7K
Sompo Asset Management Co., Ltd.4,940$404.7K
Kestra Private Wealth Services, LLC4,409$361.2K
Dynamic Technology Lab Private Ltd4,178$342.0K
Sigma Planning Corp3,779$309.6K
Trinity Financial Advisors LLC3,428$280.8K
Beverly Hills Private Wealth, LLC3,164$259.2K
Blueprint Investment Partners LLC3,085$252.7K
Old National Bancorp3,032$248.4K
First International Bank & Trust2,743$224.7K
M&G Investment Management Ltd2,643$216.7K
Balentine LLC2,612$214.0K
Virtu Financial LLC2,596$213.0K
Cutler Group LP2,403$196.0K
Stonebridge Capital Advisors LLC1,576$129.1K
Cary Street Partner Investment Advisory LLC1,324$108.5K
Riverview Trust Co1,242$101.7K
CWS Financial Advisors, LLC892$73.1K
First Manhattan Co800$65.5K
Earnest Partners LLC250$20.5K
NVWM, LLC245$20.1K
Coppell Advisory Solutions LLC300$19.7K
ORG Partners LLC239$19.6K
IMA Wealth, Inc.155$12.7K
Investors Research Corp116$9.50K
Front Row Advisors LLC58$4.75K
Silicon Valley Capital Partners40$3.30K
Princeton Global Asset Management LLC37$3.03K
Buck Wealth Strategies, LLC36$2.91K
Financial Synergies Wealth Advisors, Inc.19$1.56K
Perkins Coie Trust Co8$654
Baker Avenue Asset Management, LP7$573
Tortoise Investment Management, LLC5$410
Heritage Wealth Advisors4$328
Clear Street Markets LLC1$0

Not filed for Q4 2023 yet (8)

Institutions that held Welltower Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al127,760$10.5M
First Republic Investment Management, Inc.66,285$5.43M
Private Asset Management Inc43,053$3.53M
Advisor Partners II, LLC19,630$1.61M
Colony Group LLC14,781$1.21M
Pathstone Family Office, LLC14,208$1.16M
Sutton Wealth Advisors Inc.546$44.7K
Kenfarb & Co.100$8.19K