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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 270 | $24.4K | 0.01% | +31+13.0% | Added |
| EntryPoint Capital, LLC | 282 | $25.4K | 0.02% | +282 | New |
| Bruce G. Allen Investments, LLC | 282 | $25.4K | 0.02% | +282 | New |
| Brown Brothers Harriman & Co | 284 | $25.6K | 0.00% | −97−25.5% | Reduced |
| Bell Investment Advisors, Inc | 290 | $26.1K | 0.01% | −16−5.2% | Reduced |
| JNBA Financial Advisors | 300 | $27.1K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 303 | $27.3K | 0.00% | +303 | New |
| West Financial Advisors, LLC | 320 | $28.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $30.5K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 342 | $30.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $31.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 350 | $31.6K | 0.00% | +2+0.6% | Added |
| Scarborough Advisors, LLC | 389 | $35.1K | 0.01% | +389 | New |
| Kayne Anderson Rudnick Investment Management LLC | 398 | $35.9K | 0.00% | −13,668−97.2% | Reduced |
| Compass Wealth Management LLC | 400 | $36.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 423 | $38.1K | 0.00% | −9−2.1% | Reduced |
| Salem Investment Counselors Inc | 425 | $38.3K | 0.00% | +194+84.0% | Added |
| Atlas Capital Advisors LLC | 439 | $39.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $40.6K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 453 | $41.0K | 0.02% | +453 | New |
| Smithfield Trust Co | 500 | $45.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 500 | $45.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $45.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $45.1K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 500 | $45.1K | 0.03% | +471+1,624.1% | Added |
| MidAtlantic Capital Management, Inc. | 500 | $45.1K | 0.04% | +500 | New |
| Creekmur Asset Management LLC | 504 | $45.5K | 0.01% | +504 | New |
| North Star Investment Management Corp. | 516 | $46.5K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 524 | $47.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 524 | $47.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 531 | $47.9K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 545 | $49.1K | 0.01% | +545 | New |
| CVA Family Office, LLC | 555 | $50.0K | 0.01% | +555 | New |
| Deseret Mutual Benefit Administrators | 566 | $51.0K | 0.03% | −256−31.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 574 | $51.8K | 0.05% | +574 | New |
| Focused Wealth Management, Inc | 593 | $53.4K | 0.01% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 599 | $54.0K | 0.00% | −269−31.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 603 | $54.4K | 0.03% | +1+0.2% | Added |
| Caldwell Trust Co | 610 | $55.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 632 | $57.0K | 0.09% | +632 | New |
| GHP Investment Advisors, Inc. | 679 | $61.2K | 0.00% | −96−12.4% | Reduced |
| LM Advisors LLC | 690 | $62.2K | 0.01% | +690 | New |
| First Horizon Advisors, Inc. | 691 | $62.3K | 0.00% | +121+21.2% | Added |
| Spartan Planning & Wealth Management | 692 | $62.4K | 0.07% | −1,677−70.8% | Reduced |
| Webster Bank, N. A. | 700 | $63.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $63.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 715 | $64.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 736 | $66.4K | 0.03% | −11−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $67.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 750 | $67.6K | 0.01% | −280−27.2% | Reduced |
| Gradient Investments LLC | 755 | $68.1K | 0.00% | +33+4.6% | Added |
| Quent Capital, LLC | 759 | $68.4K | 0.01% | +28+3.8% | Added |
| Sachetta, LLC | 786 | $70.9K | 0.03% | +786 | New |
| Beacon Capital Management, LLC | 877 | $71.8K | 0.02% | −100−10.2% | Reduced |
| Glen Eagle Advisors, LLC | 819 | $73.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 825 | $74.4K | 0.01% | +268+48.1% | Added |
| Washington Trust Co | 850 | $76.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $76.6K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 863 | $77.8K | 0.06% | +863 | New |
| Rosenberg Matthew Hamilton | 883 | $79.6K | 0.02% | −39−4.2% | Reduced |
| First United Bank Trust | 890 | $80.3K | 0.03% | +890 | New |
| Optimum Investment Advisors | 910 | $82.0K | 0.04% | +2+0.2% | Added |
| Valley National Advisers Inc | 925 | $83.0K | 0.01% | +180+24.2% | Added |
| Bollard Group LLC | 929 | $84.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 934 | $84.3K | 0.00% | −125−11.8% | Reduced |
| Private Ocean, LLC | 948 | $85.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 949 | $85.6K | 0.03% | +2+0.2% | Added |
| NBC Securities, Inc. | 962 | $86.0K | 0.01% | −268−21.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,069 | $87.0K | 0.00% | +758+243.7% | Added |
| Baldwin Brothers Inc | 1,000 | $90.2K | 0.01% | −4,700−82.5% | Reduced |
| Paradigm Asset Management Co LLC | 1,038 | $93.6K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,053 | $94.9K | 0.19% | +1,053 | New |
| City State Bank | 1,058 | $95.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,063 | $95.8K | 0.01% | +347+48.5% | Added |
| Larson Financial Group LLC | 1,100 | $99.2K | 0.01% | −3−0.3% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $99.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,112 | $100.3K | 0.02% | +1,112 | New |
| Capital Analysts, LLC | 1,130 | $102.0K | 0.01% | −64−5.4% | Reduced |
| Emfo, LLC | 1,150 | $103.7K | 0.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,168 | $105.3K | 0.01% | +1,168 | New |
| SJS Investment Consulting Inc. | 1,173 | $105.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,180 | $106.4K | 0.05% | +1,180 | New |
| Westside Investment Management, Inc. | 1,200 | $108.2K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,205 | $108.7K | 0.01% | +1+0.1% | Added |
| Key Financial Inc | 1,226 | $110.5K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,270 | $112.6K | 0.00% | −331−20.7% | Reduced |
| TCTC Holdings, LLC | 1,262 | $113.8K | 0.00% | 00.0% | Unchanged |
| Mirova | 1,283 | $115.7K | 0.02% | −77−5.7% | Reduced |
| Alta Advisers Ltd | 1,300 | $117.2K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,303 | $117.5K | 0.00% | +570+77.8% | Added |
| MV Capital Management, Inc. | 1,370 | $123.5K | 0.02% | +31+2.3% | Added |
| Aspire Private Capital, LLC | 1,370 | $123.6K | 0.04% | +3+0.2% | Added |
| TD Private Client Wealth LLC | 1,378 | $124.3K | 0.00% | −1,644−54.4% | Reduced |
| Creative Financial Designs Inc | 1,434 | $129.3K | 0.01% | +210+17.2% | Added |
| EverSource Wealth Advisors, LLC | 1,471 | $132.6K | 0.01% | +92+6.7% | Added |
| Hanson & Doremus Investment Management | 1,500 | $135.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,596 | $143.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,639 | $147.8K | 0.00% | −15,235−90.3% | Reduced |
| Pineridge Advisors LLC | 1,645 | $148.3K | 0.05% | +1,645 | New |
| Spire Wealth Management | 1,670 | $150.1K | 0.01% | −157−8.6% | Reduced |