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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 3,192 | $287.8K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,205 | $289.0K | 0.13% | +3,205 | New |
| Fortitude Advisory Group L.L.C. | 3,213 | $289.7K | 0.18% | +98+3.1% | Added |
| Edgestream Partners, L.P. | 3,225 | $290.8K | 0.02% | +3,225 | New |
| Cetera Trust Company, N.A | 3,225 | $290.8K | 0.18% | +3,225 | New |
| Tectonic Advisors LLC | 3,227 | $291.0K | 0.02% | −43−1.3% | Reduced |
| Advisory Services Network, LLC | 3,239 | $292.1K | 0.01% | −300−8.5% | Reduced |
| Lindbrook Capital, LLC | 3,240 | $292.2K | 0.03% | +420+14.9% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $293.1K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,271 | $294.9K | 0.03% | +31+1.0% | Added |
| Ameritas Advisory Services, LLC | 3,350 | $296.4K | 0.02% | +272+8.8% | Added |
| Equitable Holdings, Inc. | 3,316 | $299.0K | 0.00% | −45−1.3% | Reduced |
| Prairie Sky Financial Group LLC | 3,332 | $300.4K | 0.20% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,334 | $300.6K | 0.02% | +2,105+171.3% | Added |
| AlphaMark Advisors, LLC | 3,339 | $301.0K | 0.11% | +55+1.7% | Added |
| Bessemer Group Inc | 3,349 | $302.0K | 0.00% | +115+3.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $302.4K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,360 | $303.0K | 0.00% | +3,360 | New |
| Bogart Wealth, LLC | 3,377 | $304.5K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,381 | $304.9K | 0.02% | +279+9.0% | Added |
| Whalerock Point Partners, LLC | 3,389 | $305.6K | 0.09% | −500−12.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,390 | $305.7K | 0.01% | −163−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,400 | $306.6K | 0.05% | −4−0.1% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $307.1K | 0.20% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,409 | $307.4K | 0.04% | +468+15.9% | Added |
| Clarius Group, LLC | 3,486 | $314.3K | 0.03% | −321−8.4% | Reduced |
| SFMG, LLC | 3,504 | $316.0K | 0.03% | +100+2.9% | Added |
| Dynamic Advisor Solutions LLC | 3,612 | $319.7K | 0.01% | +363+11.2% | Added |
| Merit Financial Group, LLC | 3,561 | $321.1K | 0.01% | +49+1.4% | Added |
| Great Valley Advisor Group, Inc. | 3,587 | $323.3K | 0.01% | +488+15.7% | Added |
| Valeo Financial Advisors, LLC | 3,609 | $325.4K | 0.01% | +355+10.9% | Added |
| Lake Street Financial LLC | 3,633 | $327.6K | 0.05% | +3,633 | New |
| MQS Management LLC | 3,646 | $328.8K | 0.18% | +3,646 | New |
| Whittier Trust Co | 3,658 | $329.8K | 0.01% | −4,914−57.3% | Reduced |
| Premier Path Wealth Partners, LLC | 3,694 | $333.1K | 0.07% | +3,694 | New |
| Orion Capital Management LLC | 3,720 | $335.4K | 0.20% | −200−5.1% | Reduced |
| Two Sigma Securities, LLC | 3,738 | $337.1K | 0.02% | +3,738 | New |
| Evanson Asset Management, LLC | 3,740 | $337.2K | 0.03% | +12+0.3% | Added |
| GAMMA Investing LLC | 3,910 | $338.3K | 0.09% | +3,910 | New |
| Moors & Cabot, Inc. | 3,767 | $339.7K | 0.02% | −35−0.9% | Reduced |
| Flputnam Investment Management Co | 3,768 | $339.8K | 0.01% | +64+1.7% | Added |
| Livelsberger Financial Advisory | 3,814 | $343.9K | 0.31% | +3,814 | New |
| Lake Street Advisors Group, LLC | 3,846 | $346.8K | 0.02% | +3,846 | New |
| Wendell David Associates Inc | 3,850 | $347.0K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,878 | $349.7K | 0.18% | +533+15.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,884 | $350.2K | 0.15% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,956 | $356.7K | 0.11% | +3,956 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $357.3K | 0.17% | −7−0.2% | Reduced |
| Cambiar Investors LLC | 3,970 | $358.0K | 0.01% | −265−6.3% | Reduced |
| Kapitalo Investimentos Ltda | 4,005 | $361.1K | 0.07% | +4,005 | New |
| Principal Securities, Inc. | 4,014 | $361.9K | 0.01% | +4,014 | New |
| LCNB Corp | 4,023 | $362.8K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,026 | $363.0K | 0.03% | +4,026 | New |
| Personal Cfo Solutions, LLC | 4,038 | $364.1K | 0.06% | +769+23.5% | Added |
| Atom Investors LP | 4,059 | $366.0K | 0.06% | +4,059 | New |
| BayBridge Capital Group, LLC | 3,982 | $366.1K | 0.34% | +3,982 | New |
| Summit Global Investments | 4,066 | $367.0K | 0.02% | −1,523−27.2% | Reduced |
| Buckingham Strategic Partners | 4,077 | $367.7K | 0.02% | +4,077 | New |
| Dorsey & Whitney Trust CO LLC | 4,078 | $367.7K | 0.03% | −476−10.5% | Reduced |
| Koshinski Asset Management, Inc. | 4,108 | $370.4K | 0.06% | +1,458+55.0% | Added |
| Everhart Financial Group, Inc. | 4,146 | $373.8K | 0.13% | +599+16.9% | Added |
| Investment Advisory Services Inc | 4,160 | $375.1K | 0.15% | −45−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,163 | $375.4K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 4,185 | $377.3K | 0.04% | +785+23.1% | Added |
| Pettyjohn, Wood & White, Inc | 4,200 | $378.7K | 0.08% | −425−9.2% | Reduced |
| First American Trust, FSB | 4,209 | $379.5K | 0.05% | +75+1.8% | Added |
| Schechter Investment Advisors, LLC | 4,237 | $382.0K | 0.03% | +339+8.7% | Added |
| Ostrum Asset Management | 4,271 | $385.1K | 0.03% | −23,451−84.6% | Reduced |
| Abbrea Capital, LLC | 4,283 | $386.0K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,287 | $386.6K | 0.01% | +197+4.8% | Added |
| LifePlan Financial, LLC | 4,302 | $387.9K | 0.39% | +4,302 | New |
| Moody National Bank Trust Division | 4,314 | $389.0K | 0.03% | −4,926−53.3% | Reduced |
| Southland Equity Partners LLC | 4,382 | $395.1K | 0.12% | −73−1.6% | Reduced |
| AlphaCore Capital LLC | 4,385 | $395.4K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,397 | $396.5K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,469 | $401.0K | 0.00% | +4,469 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $401.9K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,474 | $403.0K | 0.02% | +4,474 | New |
| Legacy Wealth Asset Management, LLC | 4,493 | $405.1K | 0.13% | +910+25.4% | Added |
| Granite Bay Wealth Management, LLC | 4,740 | $406.0K | 0.00% | −14,420−75.3% | Reduced |
| Glenview Trust Co | 4,539 | $409.3K | 0.01% | −360−7.3% | Reduced |
| Ellevest, Inc. | 4,582 | $413.2K | 0.03% | +4,582 | New |
| Cypress Capital Group | 4,596 | $414.4K | 0.05% | +425+10.2% | Added |
| Prudent Man Advisors, LLC | 4,598 | $414.6K | 0.15% | −48−1.0% | Reduced |
| Proficio Capital Partners LLC | 4,633 | $417.8K | 0.05% | −316−6.4% | Reduced |
| HGI Capital Management, LLC | 4,655 | $419.7K | 0.48% | +4,655 | New |
| Associated Banc-Corp | 4,703 | $424.1K | 0.01% | −115−2.4% | Reduced |
| Integrated Advisors Network LLC | 4,843 | $436.7K | 0.02% | −187−3.7% | Reduced |
| Tower Bridge Advisors | 4,850 | $437.3K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 4,872 | $439.3K | 0.14% | −264−5.1% | Reduced |
| Ballentine Partners, LLC | 4,890 | $440.9K | 0.01% | +910+22.9% | Added |
| Texas Yale Capital Corp. | 4,894 | $441.3K | 0.02% | +4+0.1% | Added |
| CWM Advisors, LLC | 4,897 | $441.6K | 0.05% | +464+10.5% | Added |
| Drake & Associates, LLC | 4,946 | $446.0K | 0.18% | +4,946 | New |
| Verde Capital Management | 4,947 | $446.0K | 0.17% | +4,947 | New |
| Investment Advisory Group, LLC | 4,958 | $447.1K | 0.21% | 00.0% | Unchanged |
| LongView Wealth Management | 5,012 | $449.1K | 0.20% | +5,012 | New |
| Wedmont Private Capital | 5,033 | $452.0K | 0.04% | +699+16.1% | Added |
| Stratos Wealth Partners, LTD. | 5,028 | $453.5K | 0.01% | −728−12.6% | Reduced |
| Good Life Advisors, LLC | 5,048 | $455.2K | 0.05% | +60+1.2% | Added |