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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, Q4 2023

Institutional positions in Welltower Inc. as of Dec 31, 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
935
+115 vs. Q3 2023
Shares held
538.5M
+25.5M (+5.0%) vs. Q3 2023
Total value
$48.6B
+$6.52B (+15.5%) vs. Q3 2023
New holders
160
369 more added
Sold out
45
262 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 935 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 heldQ4 2023: $48.6B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2023.

Institutions holding WELL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BBJS Financial Advisors, LLC1$1320.00%−2−66.7%Reduced
Baystate Wealth Management LLC3$3210.00%+1+50.0%Added
Ibex Wealth Advisors5$4950.11%−5,658−99.9%Reduced
Global Financial Private Client, LLC6$5410.00%00.0%Unchanged
Johnson Financial Group, Inc.6$5420.00%+6New
ClariVest Asset Management LLC6$5470.00%00.0%Unchanged
Versant Capital Management, Inc7$6310.00%00.0%Unchanged
Caitlin John, LLC7$6380.00%+7New
Sofos Investments, Inc.8$8250.00%−451−98.3%Reduced
RFP Financial Group LLC9$8510.00%00.0%Unchanged
Highline Wealth Partners LLC10$9020.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.35K0.00%+15New
GPS Wealth Strategies Group, LLC17$1.53K0.00%00.0%Unchanged
Aspect Partners, LLC20$1.80K0.00%+20New
JFS Wealth Advisors, LLC20$1.80K0.00%+20New
Private Wealth Management Group, LLC20$1.80K0.00%+20New
Moisand Fitzgerald Tamayo, LLC22$1.98K0.00%−15−40.5%Reduced
Tidemark, LLC22$1.98K0.00%+22New
TFC Financial Management22$1.99K0.00%00.0%Unchanged
Horizon Bancorp Inc26$2.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.21$2.00K0.00%+21New
Carolinas Wealth Consulting LLC29$2.62K0.00%00.0%Unchanged
Planning Capital Management Corp31$2.80K0.00%+31New
Avion Wealth34$3.00K0.00%+5+17.2%Added
New England Capital Financial Advisors LLC34$3.07K0.00%00.0%Unchanged
Lee Financial Co35$3.16K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC35$3.16K0.00%+35New
Providence Capital Advisors, LLC50$4.51K0.00%+50New
Birchbrook, Inc.57$5.12K0.00%+57New
Semmax Financial Advisors Inc.62$5.38K0.00%00.0%Unchanged
Dunhill Financial, LLC61$5.50K0.00%+61New
Psagot Value Holdings Ltd. / (Israel)69$6.00K0.00%+38+122.6%Added
Robinswood Financial LLC72$6.49K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$6.58K0.00%00.0%Unchanged
Manchester Capital Management LLC75$6.76K0.00%−115−60.5%Reduced
Red Tortoise LLC81$7.30K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC82$7.39K0.00%+4+5.1%Added
Cape Investment Advisory, Inc.82$7.39K0.00%+82New
Citizens National Bank Trust Department83$7.48K0.00%00.0%Unchanged
NewSquare Capital LLC88$7.93K0.00%−97−52.4%Reduced
Delta Asset Management LLC100$9.02K0.00%00.0%Unchanged
Barrett & Company, Inc.100$9.02K0.00%00.0%Unchanged
Logan Capital Management Inc100$9.02K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$9.02K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$9.02K0.00%00.0%Unchanged
Missouri Trust & Investment Co100$9.02K0.00%00.0%Unchanged
Fortis Group Advisors, LLC100$9.02K0.00%+50+100.0%Added
Trust Co of Vermont101$9.11K0.00%+1+1.0%Added
Tucker Asset Management LLC106$9.56K0.00%00.0%Unchanged
Abound Wealth Management106$9.58K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$10.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC123$11.1K0.00%00.0%Unchanged
Wolff Wiese Magana LLC128$11.5K0.01%00.0%Unchanged
Center for Financial Planning, Inc.133$12.0K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.142$12.0K0.01%00.0%Unchanged
Albion Financial Group135$12.2K0.00%00.0%Unchanged
M&R Capital Management Inc135$12.2K0.00%00.0%Unchanged
West Paces Advisors Inc.135$12.2K0.00%+18+15.4%Added
Provenance Wealth Advisors, LLC139$12.5K0.00%+139New
Concord Wealth Partners140$12.6K0.00%+1+0.7%Added
NBT Bank N A140$12.6K0.00%+140New
EdgeRock Capital LLC144$12.7K0.01%+144New
Burkett Financial Services, LLC141$12.7K0.01%+141New
Evermay Wealth Management LLC142$12.8K0.00%+5+3.6%Added
Capital Advisors, Ltd. LLC148$13.0K0.00%00.0%Unchanged
Park Place Capital Corp149$13.4K0.01%+4+2.8%Added
Cambridge Trust Co150$13.5K0.00%00.0%Unchanged
Bellevue Asset Management, LLC166$15.0K0.01%+2+1.2%Added
Atlantic Edge Private Wealth Management, LLC166$15.0K0.01%+166New
JJJ Advisors Inc.168$15.1K0.00%+2+1.2%Added
Sittner & Nelson, LLC171$15.4K0.01%00.0%Unchanged
Arlington Trust Co LLC174$15.7K0.00%+174New
Sound Income Strategies, LLC175$15.8K0.00%00.0%Unchanged
Core Alternative Capital176$15.9K0.00%−41−18.9%Reduced
Maryland Capital Advisors Inc.177$16.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.176$16.0K0.00%+3+1.7%Added
GW&K Investment Management, LLC173$16.0K0.00%+30+21.0%Added
Headlands Technologies LLC182$16.4K0.00%−131−41.9%Reduced
Bank of New Hampshire182$16.4K0.00%00.0%Unchanged
McIlrath & Eck, LLC184$16.6K0.00%00.0%Unchanged
Fortitude Family Office, LLC191$17.2K0.01%+191New
Armstrong Advisory Group, Inc192$17.3K0.00%−9−4.5%Reduced
Global Trust Asset Management, LLC200$18.0K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$18.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC200$18.0K0.01%+200New
PSI Advisors, LLC203$18.3K0.01%−60−22.8%Reduced
Strategic Investment Solutions, Inc.205$18.4K0.00%+205New
Hollencrest Capital Management215$19.4K0.00%00.0%Unchanged
Financial Perspectives, Inc216$19.5K0.01%00.0%Unchanged
Operose Advisors LLC225$20.3K0.01%−380−62.8%Reduced
Boyd Watterson Asset Management LLC228$20.6K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners241$21.7K0.01%+241New
Asset Dedication, LLC236$22.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC250$22.5K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC250$22.5K0.01%00.0%Unchanged
Winch Advisory Services, LLC251$22.7K0.01%+1+0.4%Added
Oliver Lagore Vanvalin Investment Group253$22.8K0.01%+1+0.4%Added
Covestor Ltd262$24.0K0.02%−59−18.4%Reduced
HHM Wealth Advisors, LLC270$24.3K0.00%−18−6.3%Reduced
Manitou Investment Management Ltd.270$24.3K0.01%00.0%Unchanged