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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 9,779 | $881.8K | 0.00% | −136−1.4% | Reduced |
| Profund Advisors LLC | 9,860 | $889.1K | 0.04% | +2,228+29.2% | Added |
| Handelsinvest Investeringsforvaltning | 9,931 | $895.0K | 0.37% | +9,931 | New |
| AE Wealth Management LLC | 10,250 | $895.8K | 0.00% | +1,154+12.7% | Added |
| American Assets Investment Management, LLC | 10,000 | $901.7K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,010 | $902.6K | 0.01% | −273,480−96.5% | Reduced |
| USA Financial Portformulas Corp | 10,147 | $915.0K | 0.16% | +10,147 | New |
| McKinley Capital Management LLC /Delaware | 10,288 | $927.7K | 0.12% | +10,288 | New |
| Fairfield Financial Advisors, LTD | 10,294 | $928.2K | 0.35% | +3,281+46.8% | Added |
| GWM Advisors LLC | 10,526 | $934.1K | 0.01% | +2,090+24.8% | Added |
| JLP Asset Management, LLC | 10,400 | $937.8K | 1.11% | −2,600−20.0% | Reduced |
| Tobam | 10,439 | $941.0K | 0.08% | −1,160−10.0% | Reduced |
| Baird Financial Group, Inc. | 10,463 | $943.4K | 0.00% | −13,733−56.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,530 | $949.5K | 0.03% | +10,530 | New |
| Warren Averett Asset Management, LLC | 10,545 | $950.8K | 0.04% | −66−0.6% | Reduced |
| Snowden Capital Advisors LLC | 10,656 | $960.9K | 0.04% | +786+8.0% | Added |
| Penserra Capital Management LLC | 10,704 | $962.0K | 0.02% | −1,360−11.3% | Reduced |
| Welch Group, LLC | 10,700 | $964.8K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,711 | $965.8K | 0.01% | −383−3.5% | Reduced |
| NFP Retirement, Inc. | 10,756 | $969.7K | 0.16% | +54+0.5% | Added |
| Resources Investment Advisors, LLC. | 10,759 | $970.1K | 0.02% | −86−0.8% | Reduced |
| Sawtooth Solutions, LLC | 10,761 | $970.3K | 0.03% | +407+3.9% | Added |
| Bleakley Financial Group, LLC | 10,769 | $971.1K | 0.03% | +415+4.0% | Added |
| Independent Financial Group, LLC | 10,860 | $979.3K | 0.05% | +1,157+11.9% | Added |
| FJ Investments, LLC | 10,877 | $980.8K | 0.05% | +10,877 | New |
| Ancora Advisors, LLC | 10,910 | $983.8K | 0.02% | +283+2.7% | Added |
| Kestra Advisory Services, LLC | 4,228 | $985.2K | 0.01% | +4,228 | New |
| Gray Wealth Management Inc. | 11,008 | $992.5K | 0.48% | −421−3.7% | Reduced |
| Jefferies Financial Group Inc. | 11,091 | $1.00M | 0.02% | −15,366−58.1% | Reduced |
| Park Avenue Securities LLC | 11,422 | $1.03M | 0.01% | −821−6.7% | Reduced |
| Imprint Wealth LLC | 11,425 | $1.03M | 0.83% | +285+2.6% | Added |
| Alberta Investment Management Corp | 11,700 | $1.05M | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,786 | $1.06M | 0.01% | +2,233+23.4% | Added |
| Independent Advisor Alliance | 11,949 | $1.08M | 0.04% | +19+0.2% | Added |
| Boothbay Fund Management, LLC | 11,999 | $1.08M | 0.04% | +11,999 | New |
| Sandy Spring Bank | 12,004 | $1.08M | 0.05% | +1,240+11.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,076 | $1.09M | 0.45% | +96+0.8% | Added |
| Investment Management Corp of Ontario | 12,116 | $1.09M | 0.03% | −78,984−86.7% | Reduced |
| Simplex Trading, LLC | 12,305 | $1.11M | 0.03% | +12,305 | New |
| GEM Realty Capital | 12,314 | $1.11M | 0.18% | +12,314 | New |
| Garrison Bradford & Associates Inc | 12,380 | $1.12M | 1.23% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,436 | $1.12M | 0.06% | +680+5.8% | Added |
| Wambolt & Associates, LLC | 12,702 | $1.15M | 0.37% | +800+6.7% | Added |
| Veriti Management LLC | 12,807 | $1.15M | 0.10% | +2,044+19.0% | Added |
| Parallax Volatility Advisers, L.P. | 12,953 | $1.17M | 0.03% | +9,633+290.2% | Added |
| CWM, LLC | 12,987 | $1.17M | 0.01% | +292+2.3% | Added |
| AIA Group Ltd | 13,000 | $1.17M | 0.05% | −100−0.8% | Reduced |
| Cetera Investment Advisers | 13,096 | $1.18M | 0.01% | +21+0.2% | Added |
| Toroso Investments, LLC | 13,244 | $1.19M | 0.03% | +228+1.8% | Added |
| Wesbanco Bank Inc | 13,328 | $1.20M | 0.07% | −602−4.3% | Reduced |
| Advance Capital Management, Inc. | 13,591 | $1.23M | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,798 | $1.24M | 0.01% | +861+6.7% | Added |
| Orion Portfolio Solutions, LLC | 13,798 | $1.24M | 0.01% | +861+6.7% | Added |
| V-Square Quantitative Management LLC | 14,147 | $1.28M | 0.30% | +7,266+105.6% | Added |
| ProVise Management Group, LLC | 14,298 | $1.29M | 0.11% | −250−1.7% | Reduced |
| American Financial Advisors, LLC | 14,407 | $1.30M | 0.19% | −1,362−8.6% | Reduced |
| NTV Asset Management LLC | 14,469 | $1.30M | 0.22% | 00.0% | Unchanged |
| Colony Group, LLC | 14,509 | $1.31M | 0.02% | +14,509 | New |
| Arrowstreet Capital, Limited Partnership | 14,517 | $1.31M | 0.00% | +14,517 | New |
| Gotham Asset Management, LLC | 14,675 | $1.32M | 0.02% | −12,838−46.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,705 | $1.33M | 0.12% | +14,705 | New |
| GTS Securities LLC | 14,740 | $1.33M | 0.03% | +7,235+96.4% | Added |
| United Services Automobile Association | 14,869 | $1.34M | 0.03% | +951+6.8% | Added |
| Meiji Yasuda Life Insurance Co | 14,898 | $1.34M | 0.03% | +3,500+30.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 14,992 | $1.35M | 0.98% | −100−0.7% | Reduced |
| Bard Associates Inc | 15,020 | $1.35M | 0.51% | −495−3.2% | Reduced |
| Dean Capital Management | 15,042 | $1.36M | 0.84% | +1,244+9.0% | Added |
| Vontobel Holding Ltd. | 15,115 | $1.36M | 0.01% | −4,429−22.7% | Reduced |
| UBS Oconnor LLC | 15,117 | $1.36M | 0.04% | −53,366−77.9% | Reduced |
| Brookstone Capital Management | 15,387 | $1.39M | 0.03% | +371+2.5% | Added |
| Ossiam | 15,437 | $1.39M | 0.02% | −4,000−20.6% | Reduced |
| Assenagon Asset Management S.A. | 15,539 | $1.40M | 0.00% | +465+3.1% | Added |
| Old Second National Bank of Aurora | 15,581 | $1.40M | 0.39% | +161+1.0% | Added |
| RDA Financial Network | 16,024 | $1.44M | 0.55% | +3,013+23.2% | Added |
| O'Rourke & Company, Inc | 16,107 | $1.45M | 0.94% | +443+2.8% | Added |
| Stevens Capital Management LP | 16,171 | $1.46M | 0.36% | +16,171 | New |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.49M | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,785 | $1.51M | 0.01% | +47+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,062 | $1.54M | 0.03% | −13,349−43.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 17,168 | $1.55M | 0.07% | −137,367−88.9% | Reduced |
| Erste Asset Management GmbH | 17,100 | $1.56M | 0.02% | +14,600+584.0% | Added |
| Ieq Capital, LLC | 17,316 | $1.56M | 0.03% | +2,006+13.1% | Added |
| Liberty Capital Management, Inc. | 17,425 | $1.57M | 0.41% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 13,195 | $1.57M | 0.17% | −4,800−26.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,519 | $1.58M | 0.04% | +1,145+7.0% | Added |
| Everence Capital Management Inc | 17,680 | $1.59M | 0.11% | +4,140+30.6% | Added |
| FJ Capital Management LLC | 17,753 | $1.60M | 0.16% | +9,913+126.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,105 | $1.63M | 0.02% | +1,710+10.4% | Added |
| APG Asset Management N.V. | 20,117 | $1.64M | 0.00% | −21,133−51.2% | Reduced |
| GYL Financial Synergies, LLC | 18,723 | $1.69M | 0.14% | −666−3.4% | Reduced |
| Sumitomo Life Insurance Co | 19,114 | $1.72M | 0.05% | −973−4.8% | Reduced |
| Moran Wealth Management, LLC | 19,177 | $1.73M | 0.06% | +19,177 | New |
| Proquility Private Wealth Partners, LLC | 19,191 | $1.73M | 0.66% | +19,191 | New |
| Atria Wealth Solutions, Inc. | 19,235 | $1.73M | 0.02% | +776+4.2% | Added |
| Capital Investment Advisors, LLC | 19,560 | $1.76M | 0.04% | +84+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,718 | $1.78M | 0.12% | +1,552+8.5% | Added |
| Cetera Advisors LLC | 19,742 | $1.78M | 0.02% | +14+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,981 | $1.80M | 0.01% | +5,288+36.0% | Added |
| MAI Capital Management | 20,013 | $1.80M | 0.02% | −273−1.3% | Reduced |
| Groupama Asset Managment | 20,030 | $1.81M | 0.05% | +20,030 | New |