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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
Allworth Financial LP1,710$154.2K0.00%+13+0.8%Added
Colonial Trust Advisors1,747$157.5K0.02%+2+0.1%Added
Parkside Financial Bank & Trust1,765$159.2K0.03%+39+2.3%Added
Assetmark, Inc1,792$161.6K0.00%+1,792New
Ninepoint Partners LP1,816$163.7K0.02%+14+0.8%Added
Motco1,953$176.1K0.01%00.0%Unchanged
Farther Finance Advisors, LLC1,999$180.3K0.01%+857+75.0%Added
Harvest Fund Management Co., Ltd2,067$186.0K0.03%00.0%Unchanged
SYSTM Wealth Solutions LLC2,109$190.2K0.03%−350−14.2%Reduced
Desjardins Global Asset Management Inc.2,155$194.3K0.02%−290−11.9%Reduced
Pflug Koory, LLC2,215$199.7K0.11%00.0%Unchanged
Smartleaf Asset Management LLC2,195$200.0K0.05%+2,195New
Advisor Resource Council2,229$201.0K0.02%+2,229New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,236$201.6K0.01%+2,236New
Gateway Investment Advisers LLC2,252$203.1K0.00%+2,252New
Tilt Investment Management Holdings, PBC2,268$204.5K0.22%−8,769−79.5%Reduced
Northcape Wealth Management, LLC2,271$204.8K0.07%+2,271New
Titleist Asset Management, LLC2,278$205.4K0.04%+2,278New
CIBC Private Wealth Group, LLC2,285$206.0K0.00%+2,285New
Aptus Capital Advisors, LLC2,292$206.7K0.01%+2,292New
MTM Investment Management, LLC2,300$207.4K0.09%+2,300New
Glassman Wealth Services2,306$207.9K0.03%−3−0.1%Reduced
Planned Solutions, Inc.2,307$208.0K0.10%+2,307New
Schneider Downs Wealth Management Advisors, LP2,310$208.3K0.05%+2,310New
Angeles Investment Advisors, LLC2,322$209.4K0.01%+2,322New
Atomi Financial Group, Inc.2,328$209.9K0.03%+2,328New
Wealthspire Advisors, LLC2,360$212.8K0.00%+2,360New
Morningstar Investment Services LLC2,344$214.0K0.00%+2,344New
Sound View Wealth Advisors Group, LLC2,376$214.2K0.02%+2,376New
Moloney Securities Asset Management, LLC2,376$214.3K0.03%+2,376New
Clifford Swan Investment Counsel LLC2,406$216.9K0.01%+2,406New
Hunter Associates Investment Management LLC2,400$217.0K0.04%+2,400New
TownSquare Capital, LLC2,410$217.3K0.00%+2,410New
Gratus Wealth Advisors, LLC2,413$217.6K0.04%+2,413New
Caldwell Sutter Capital, Inc.2,415$217.8K0.11%+10+0.4%Added
SeaCrest Wealth Management, LLC2,461$217.9K0.03%+2,461New
InterOcean Capital Group, LLC2,421$218.3K0.01%+2,421New
Cullen/Frost Bankers, Inc.2,446$220.6K0.00%−380−13.4%Reduced
Rehmann Capital Advisory Group2,447$220.6K0.02%−107−4.2%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$221.4K0.06%00.0%Unchanged
Warwick Investment Management, Inc.2,461$221.9K0.07%−139−5.3%Reduced
IFG Advisory, LLC2,477$223.4K0.02%+17+0.7%Added
Mutual Advisors, LLC2,489$224.4K0.01%+2,489New
Fiduciary Trust Co2,490$224.5K0.00%+2,490New
Mosaic Family Wealth Partners, LLC2,500$225.4K0.04%−1,000−28.6%Reduced
Hudock, Inc.2,506$226.0K0.05%+6+0.2%Added
Wedbush Securities Inc2,527$228.0K0.01%+2,527New
Sage Mountain Advisors LLC2,542$229.2K0.03%+45+1.8%Added
Vanderbilt University2,547$229.7K0.06%−7,570−74.8%Reduced
Wharton Business Group, LLC2,555$230.0K0.01%00.0%Unchanged
Parallel Advisors, LLC2,559$230.7K0.01%+390+18.0%Added
Graypoint LLC2,565$231.3K0.02%+2,565New
Armor Investment Advisors, LLC2,593$233.8K0.12%−160−5.8%Reduced
Horizon Wealth Management, LLC2,595$234.0K0.07%−2−0.1%Reduced
Register Financial Advisors LLC2,600$234.4K0.16%00.0%Unchanged
Weybosset Research & Management LLC2,600$234.4K0.08%+100+4.0%Added
iA Global Asset Management Inc.2,620$236.0K0.01%+2,620New
Evergreen Capital Management LLC2,620$236.2K0.01%−87−3.2%Reduced
Painted Porch Advisors LLC2,623$236.5K0.18%+2,623New
Safeguard Investment Advisory Group, LLC2,625$236.7K0.09%+23+0.9%Added
Bowman & Co S.C.2,665$240.3K0.17%−224−7.8%Reduced
Keystone Financial Group2,681$241.7K0.04%00.0%Unchanged
Kingsview Wealth Management, LLC2,689$242.5K0.01%−95−3.4%Reduced
River Street Advisors LLC2,700$243.5K0.19%+178+7.1%Added
Bokf, NA2,706$244.0K0.00%+5+0.2%Added
Summit Trail Advisors, LLC2,707$244.1K0.01%−40−1.5%Reduced
Sentry Investment Management LLC2,720$245.0K0.11%−292−9.7%Reduced
Convergence Investment Partners, LLC2,715$245.0K0.13%+2,715New
HBK Sorce Advisory LLC2,747$247.7K0.01%+18+0.7%Added
IMPACTfolio, LLC2,749$247.9K0.16%+104+3.9%Added
Hartline Investment Corp2,782$250.9K0.04%00.0%Unchanged
Sherbrooke Park Advisers LLC2,789$251.5K0.12%−4,443−61.4%Reduced
Conning Inc.2,795$252.0K0.01%+25+0.9%Added
Barnes Pettey Financial Advisors, LLC2,802$252.7K0.21%00.0%Unchanged
Cascade Investment Advisors, Inc.2,815$253.8K0.18%−13,237−82.5%Reduced
Marcum Wealth, LLC2,824$254.6K0.03%−856−23.3%Reduced
Balboa Wealth Partners2,846$256.6K0.09%−629−18.1%Reduced
Cambria Investment Management, L.P.2,852$257.2K0.02%+2,852New
CX Institutional2,870$258.8K0.01%−32−1.1%Reduced
CoreCap Advisors, LLC2,890$260.6K0.02%00.0%Unchanged
Financial Advocates Investment Management2,894$260.9K0.02%+13+0.5%Added
Nilsine Partners, LLC2,894$261.0K0.04%+348+13.7%Added
Brighton Jones LLC2,898$261.3K0.01%−102−3.4%Reduced
True North Advisors, LLC2,911$262.5K0.07%−25−0.9%Reduced
Visionary Wealth Advisors2,935$264.6K0.02%−514−14.9%Reduced
Keel Point, LLC2,953$266.3K0.03%+173+6.2%Added
Spouting Rock Asset Management, LLC3,000$270.5K0.10%+3,000New
Lynx Capital Group Ltd3,001$270.6K0.20%+3,001New
Dividend Assets Capital, LLC3,000$271.0K0.05%00.0%Unchanged
FineMark National Bank & Trust3,019$272.2K0.01%+142+4.9%Added
Whittier Trust Co of Nevada Inc3,033$273.5K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,046$275.0K0.01%−60−1.9%Reduced
Hutchens & Kramer Investment Management Group, LLC3,095$279.1K0.20%−480−13.4%Reduced
TrinityPoint Wealth, LLC3,101$279.6K0.05%−57−1.8%Reduced
EP Wealth Advisors, LLC3,104$279.9K0.00%+288+10.2%Added
Harbour Investments, Inc.3,142$283.3K0.01%+1,503+91.7%Added
Ashton Thomas Private Wealth, LLC3,152$284.2K0.02%00.0%Unchanged
Pinnacle Wealth Management Group, Inc.3,167$285.5K0.23%00.0%Unchanged
Wolverine Trading, LLC3,167$285.6K0.00%−11,316−78.1%Reduced
Dearborn Partners LLC3,179$286.6K0.01%−700−18.0%Reduced