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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 73 | $6.58K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 72 | $6.49K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 69 | $6.00K | 0.00% | +38+122.6% | Added |
| Dunhill Financial, LLC | 61 | $5.50K | 0.00% | +61 | New |
| Semmax Financial Advisors Inc. | 62 | $5.38K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 57 | $5.12K | 0.00% | +57 | New |
| Providence Capital Advisors, LLC | 50 | $4.51K | 0.00% | +50 | New |
| Lee Financial Co | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 35 | $3.16K | 0.00% | +35 | New |
| New England Capital Financial Advisors LLC | 34 | $3.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $3.00K | 0.00% | +5+17.2% | Added |
| Planning Capital Management Corp | 31 | $2.80K | 0.00% | +31 | New |
| Carolinas Wealth Consulting LLC | 29 | $2.62K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| TFC Financial Management | 22 | $1.99K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.98K | 0.00% | −15−40.5% | Reduced |
| Tidemark, LLC | 22 | $1.98K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 20 | $1.80K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 20 | $1.80K | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $1.80K | 0.00% | +20 | New |
| GPS Wealth Strategies Group, LLC | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.35K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 10 | $902 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $851 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $825 | 0.00% | −451−98.3% | Reduced |
| Caitlin John, LLC | 7 | $638 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 7 | $631 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $542 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 6 | $541 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5 | $495 | 0.11% | −5,658−99.9% | Reduced |
| Baystate Wealth Management LLC | 3 | $321 | 0.00% | +1+50.0% | Added |
| BBJS Financial Advisors, LLC | 1 | $132 | 0.00% | −2−66.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −457,238−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −50,508−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −20,477−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −17,218−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −13,803−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −12,591−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,583−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,575−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −8,894−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −7,418−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Private Asset Management Inc | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |