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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 5,060 | $456.3K | 0.42% | 00.0% | Unchanged |
| Huntington National Bank | 5,064 | $456.6K | 0.00% | −2,667−34.5% | Reduced |
| IHT Wealth Management, LLC | 5,097 | $459.6K | 0.02% | +103+2.1% | Added |
| Landscape Capital Management, L.L.C. | 5,113 | $461.0K | 0.04% | −3,122−37.9% | Reduced |
| HF Advisory Group, LLC | 5,146 | $464.0K | 0.30% | −531−9.4% | Reduced |
| Nations Financial Group Inc, | 5,153 | $464.7K | 0.04% | +549+11.9% | Added |
| Emergent Wealth Advisors, LLC | 5,162 | $465.5K | 0.43% | +5,162 | New |
| Boston Private Wealth LLC | 5,163 | $465.6K | 0.01% | +1,431+38.3% | Added |
| Sara-Bay Financial | 5,169 | $466.1K | 0.23% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,202 | $469.1K | 0.07% | +586+12.7% | Added |
| Benjamin Edwards Inc | 5,295 | $477.0K | 0.10% | −528−9.1% | Reduced |
| Financial Counselors Inc | 5,304 | $478.3K | 0.01% | −5,130−49.2% | Reduced |
| Change Path, LLC | 5,392 | $486.0K | 0.03% | +2,473+84.7% | Added |
| Empowered Funds, LLC | 5,464 | $492.7K | 0.01% | +1,202+28.2% | Added |
| Mesirow Financial Investment Management, Inc. | 5,472 | $493.4K | 0.02% | +5,472 | New |
| Glenmede Trust Co NA | 5,484 | $494.5K | 0.00% | +310+6.0% | Added |
| Lumbard & Kellner, LLC | 5,496 | $495.6K | 0.29% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,530 | $498.7K | 0.00% | +724+15.1% | Added |
| CAPROCK Group, Inc. | 5,548 | $500.3K | 0.03% | +5,548 | New |
| Dakota Wealth Management | 5,558 | $501.2K | 0.02% | +5,558 | New |
| Qtron Investments LLC | 5,559 | $501.3K | 0.08% | +5,559 | New |
| HB Wealth Management, LLC | 5,621 | $506.9K | 0.01% | +577+11.4% | Added |
| NorthRock Partners, LLC | 5,634 | $508.0K | 0.02% | +5,634 | New |
| Jones Financial Companies LLLP | 5,656 | $510.0K | 0.00% | +92+1.7% | Added |
| Cigna Investments Inc | 5,690 | $513.0K | 0.11% | +381+7.2% | Added |
| Diversified Trust Co | 5,716 | $515.4K | 0.02% | +1,933+51.1% | Added |
| Hendershot Investments Inc. | 5,742 | $517.8K | 0.08% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 5,757 | $519.1K | 0.31% | −2,820−32.9% | Reduced |
| Johnson Investment Counsel Inc | 5,773 | $520.6K | 0.01% | −385−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 5,795 | $522.5K | 0.04% | +1,656+40.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,798 | $522.8K | 0.00% | +4,684+420.5% | Added |
| Commerzbank Aktiengesellschaft | 5,830 | $526.0K | 0.02% | −2,461−29.7% | Reduced |
| Exchange Traded Concepts, LLC | 5,847 | $527.2K | 0.01% | −695−10.6% | Reduced |
| Proequities, Inc. | 5,888 | $530.9K | 0.04% | +2,413+69.4% | Added |
| Bailard, Inc. | 5,920 | $533.8K | 0.02% | +1,044+21.4% | Added |
| Lazard Asset Management LLC | 5,932 | $534.0K | 0.00% | +4,139+230.8% | Added |
| Azzad Asset Management Inc | 6,027 | $543.4K | 0.07% | +6,027 | New |
| Kingswood Wealth Advisors, LLC | 6,095 | $549.6K | 0.06% | −699−10.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,098 | $549.8K | 0.25% | +255+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 6,125 | $552.3K | 0.01% | +2,360+62.7% | Added |
| Dudley Capital Management, LLC | 6,150 | $554.5K | 0.36% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,174 | $556.7K | 0.02% | +221+3.7% | Added |
| Weiss Asset Management LP | 6,179 | $557.2K | 0.04% | +6,179 | New |
| Panoramic Investment Advisors, LLC | 6,225 | $561.3K | 0.49% | −100−1.6% | Reduced |
| Ingalls & Snyder LLC | 6,476 | $584.0K | 0.03% | −1,350−17.3% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $592.4K | 0.16% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 6,623 | $597.2K | 0.34% | −446−6.3% | Reduced |
| Fulcrum Capital LLC | 6,681 | $602.4K | 0.16% | −2,609−28.1% | Reduced |
| Stephens Inc | 6,846 | $617.3K | 0.01% | +387+6.0% | Added |
| Pacific Sun Financial Corp | 6,888 | $621.1K | 0.39% | −80−1.1% | Reduced |
| Summit Financial Group Inc | 6,965 | $628.0K | 0.24% | −287−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 6,990 | $630.3K | 0.02% | +5+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 7,056 | $636.3K | 0.03% | +1,004+16.6% | Added |
| Arkadios Wealth Advisors | 7,078 | $638.3K | 0.05% | −3,163−30.9% | Reduced |
| Richwood Investment Advisors, LLC | 7,220 | $651.0K | 0.61% | −610−7.8% | Reduced |
| Savant Capital, LLC | 7,240 | $652.9K | 0.01% | +3,591+98.4% | Added |
| Dodds Wealth, LLC | 7,529 | $678.9K | 0.35% | +7,529 | New |
| Gold Investment Management Ltd. | 7,555 | $681.2K | 0.29% | +7,555 | New |
| Monetary Management Group Inc | 7,575 | $683.0K | 0.21% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,674 | $692.0K | 0.04% | +3,180+70.8% | Added |
| Concurrent Investment Advisors, LLC | 7,681 | $692.6K | 0.03% | +7,681 | New |
| Horizon Investments, LLC | 7,731 | $697.1K | 0.02% | +559+7.8% | Added |
| Graham Capital Management, L.P. | 7,797 | $703.1K | 0.02% | +7,797 | New |
| NEOS Investment Management LLC | 7,842 | $707.1K | 0.07% | +3,350+74.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,882 | $710.7K | 0.02% | −527−6.3% | Reduced |
| Stiles Financial Services Inc | 7,892 | $711.7K | 0.32% | −14−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,937 | $715.7K | 0.01% | −492−5.8% | Reduced |
| Global Retirement Partners, LLC | 7,846 | $716.5K | 0.03% | −237−2.9% | Reduced |
| Coldstream Capital Management Inc | 7,947 | $716.6K | 0.02% | −101−1.3% | Reduced |
| Quadrant Capital Group LLC | 7,947 | $716.6K | 0.06% | +350+4.6% | Added |
| Meeder Advisory Services, Inc. | 7,961 | $717.8K | 0.08% | +829+11.6% | Added |
| Jump Financial, LLC | 7,997 | $721.1K | 0.02% | +4,540+131.3% | Added |
| Lincoln National Corp | 8,007 | $722.0K | 0.01% | −192−2.3% | Reduced |
| Greenleaf Trust | 8,035 | $724.5K | 0.01% | +457+6.0% | Added |
| Fox Run Management, L.L.C. | 8,097 | $730.1K | 0.19% | +8,097 | New |
| Carnegie Capital Asset Management, LLC | 8,167 | $736.4K | 0.03% | −329−3.9% | Reduced |
| Prospera Financial Services Inc | 8,331 | $751.2K | 0.02% | +2,685+47.6% | Added |
| FORA Capital, LLC | 8,352 | $753.1K | 0.06% | +8,352 | New |
| Level Four Advisory Services, LLC | 8,381 | $755.7K | 0.04% | +737+9.6% | Added |
| Community Bank & Trust, Waco, Texas | 8,467 | $763.0K | 0.21% | −1,176−12.2% | Reduced |
| Atlantic Union Bankshares Corp | 8,500 | $766.4K | 0.07% | −150−1.7% | Reduced |
| Signaturefd, LLC | 8,531 | $769.2K | 0.02% | +563+7.1% | Added |
| PFG Investments, LLC | 8,579 | $773.6K | 0.14% | +27+0.3% | Added |
| Schnieders Capital Management LLC | 8,596 | $775.1K | 0.17% | −25−0.3% | Reduced |
| 1832 Asset Management L.P. | 8,600 | $775.5K | 0.00% | +2,600+43.3% | Added |
| Wetherby Asset Management Inc | 8,602 | $775.6K | 0.04% | +459+5.6% | Added |
| Checchi Capital Advisers, LLC | 8,619 | $777.2K | 0.06% | +95+1.1% | Added |
| HighPoint Advisor Group LLC | 8,571 | $782.0K | 0.06% | +8,571 | New |
| Ofi Invest Asset Management | 9,666 | $789.0K | 0.03% | −4,886−33.6% | Reduced |
| Trueblood Wealth Management, LLC | 8,952 | $807.2K | 0.51% | +8,952 | New |
| Intech Investment Management LLC | 8,994 | $811.0K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,000 | $812.0K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,185 | $828.2K | 0.02% | +1,375+17.6% | Added |
| Federated Hermes, Inc. | 9,246 | $833.7K | 0.00% | −459−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 9,250 | $834.1K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,309 | $839.4K | 0.01% | −1,294−12.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,653 | $870.4K | 0.36% | −21−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 9,689 | $873.7K | 0.01% | +3,317+52.1% | Added |
| Avantax Advisory Services, Inc. | 9,745 | $878.7K | 0.01% | −352−3.5% | Reduced |
| Busey Wealth Management | 9,757 | $879.8K | 0.03% | −731−7.0% | Reduced |