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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 11,949 | $1.08M | 0.04% | +19+0.2% | Added |
| Banco Santander, S.A. | 11,786 | $1.06M | 0.01% | +2,233+23.4% | Added |
| Alberta Investment Management Corp | 11,700 | $1.05M | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11,425 | $1.03M | 0.83% | +285+2.6% | Added |
| Park Avenue Securities LLC | 11,422 | $1.03M | 0.01% | −821−6.7% | Reduced |
| Jefferies Financial Group Inc. | 11,091 | $1.00M | 0.02% | −15,366−58.1% | Reduced |
| Gray Wealth Management Inc. | 11,008 | $992.5K | 0.48% | −421−3.7% | Reduced |
| Kestra Advisory Services, LLC | 4,228 | $985.2K | 0.01% | +4,228 | New |
| Ancora Advisors, LLC | 10,910 | $983.8K | 0.02% | +283+2.7% | Added |
| FJ Investments, LLC | 10,877 | $980.8K | 0.05% | +10,877 | New |
| Independent Financial Group, LLC | 10,860 | $979.3K | 0.05% | +1,157+11.9% | Added |
| Bleakley Financial Group, LLC | 10,769 | $971.1K | 0.03% | +415+4.0% | Added |
| Sawtooth Solutions, LLC | 10,761 | $970.3K | 0.03% | +407+3.9% | Added |
| Resources Investment Advisors, LLC. | 10,759 | $970.1K | 0.02% | −86−0.8% | Reduced |
| NFP Retirement, Inc. | 10,756 | $969.7K | 0.16% | +54+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 10,711 | $965.8K | 0.01% | −383−3.5% | Reduced |
| Welch Group, LLC | 10,700 | $964.8K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,704 | $962.0K | 0.02% | −1,360−11.3% | Reduced |
| Snowden Capital Advisors LLC | 10,656 | $960.9K | 0.04% | +786+8.0% | Added |
| Warren Averett Asset Management, LLC | 10,545 | $950.8K | 0.04% | −66−0.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,530 | $949.5K | 0.03% | +10,530 | New |
| Baird Financial Group, Inc. | 10,463 | $943.4K | 0.00% | −13,733−56.8% | Reduced |
| Tobam | 10,439 | $941.0K | 0.08% | −1,160−10.0% | Reduced |
| JLP Asset Management, LLC | 10,400 | $937.8K | 1.11% | −2,600−20.0% | Reduced |
| GWM Advisors LLC | 10,526 | $934.1K | 0.01% | +2,090+24.8% | Added |
| Fairfield Financial Advisors, LTD | 10,294 | $928.2K | 0.35% | +3,281+46.8% | Added |
| McKinley Capital Management LLC /Delaware | 10,288 | $927.7K | 0.12% | +10,288 | New |
| USA Financial Portformulas Corp | 10,147 | $915.0K | 0.16% | +10,147 | New |
| Verition Fund Management LLC | 10,010 | $902.6K | 0.01% | −273,480−96.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $901.7K | 0.09% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,250 | $895.8K | 0.00% | +1,154+12.7% | Added |
| Handelsinvest Investeringsforvaltning | 9,931 | $895.0K | 0.37% | +9,931 | New |
| Profund Advisors LLC | 9,860 | $889.1K | 0.04% | +2,228+29.2% | Added |
| Panagora Asset Management Inc | 9,779 | $881.8K | 0.00% | −136−1.4% | Reduced |
| Busey Wealth Management | 9,757 | $879.8K | 0.03% | −731−7.0% | Reduced |
| Avantax Advisory Services, Inc. | 9,745 | $878.7K | 0.01% | −352−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 9,689 | $873.7K | 0.01% | +3,317+52.1% | Added |
| Jeppson Wealth Management, LLC | 9,653 | $870.4K | 0.36% | −21−0.2% | Reduced |
| Lido Advisors, LLC | 9,309 | $839.4K | 0.01% | −1,294−12.2% | Reduced |
| Gamco Investors, Inc. Et Al | 9,250 | $834.1K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,246 | $833.7K | 0.00% | −459−4.7% | Reduced |
| NewEdge Wealth, LLC | 9,185 | $828.2K | 0.02% | +1,375+17.6% | Added |
| Westwood Holdings Group Inc. | 9,000 | $812.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,994 | $811.0K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 8,952 | $807.2K | 0.51% | +8,952 | New |
| Ofi Invest Asset Management | 9,666 | $789.0K | 0.03% | −4,886−33.6% | Reduced |
| HighPoint Advisor Group LLC | 8,571 | $782.0K | 0.06% | +8,571 | New |
| Checchi Capital Advisers, LLC | 8,619 | $777.2K | 0.06% | +95+1.1% | Added |
| Wetherby Asset Management Inc | 8,602 | $775.6K | 0.04% | +459+5.6% | Added |
| 1832 Asset Management L.P. | 8,600 | $775.5K | 0.00% | +2,600+43.3% | Added |
| Schnieders Capital Management LLC | 8,596 | $775.1K | 0.17% | −25−0.3% | Reduced |
| PFG Investments, LLC | 8,579 | $773.6K | 0.14% | +27+0.3% | Added |
| Signaturefd, LLC | 8,531 | $769.2K | 0.02% | +563+7.1% | Added |
| Atlantic Union Bankshares Corp | 8,500 | $766.4K | 0.07% | −150−1.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,467 | $763.0K | 0.21% | −1,176−12.2% | Reduced |
| Level Four Advisory Services, LLC | 8,381 | $755.7K | 0.04% | +737+9.6% | Added |
| FORA Capital, LLC | 8,352 | $753.1K | 0.06% | +8,352 | New |
| Prospera Financial Services Inc | 8,331 | $751.2K | 0.02% | +2,685+47.6% | Added |
| Carnegie Capital Asset Management, LLC | 8,167 | $736.4K | 0.03% | −329−3.9% | Reduced |
| Fox Run Management, L.L.C. | 8,097 | $730.1K | 0.19% | +8,097 | New |
| Greenleaf Trust | 8,035 | $724.5K | 0.01% | +457+6.0% | Added |
| Lincoln National Corp | 8,007 | $722.0K | 0.01% | −192−2.3% | Reduced |
| Jump Financial, LLC | 7,997 | $721.1K | 0.02% | +4,540+131.3% | Added |
| Meeder Advisory Services, Inc. | 7,961 | $717.8K | 0.08% | +829+11.6% | Added |
| 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 |
| Global Retirement Partners, LLC | 7,846 | $716.5K | 0.03% | −237−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 7,937 | $715.7K | 0.01% | −492−5.8% | Reduced |
| Stiles Financial Services Inc | 7,892 | $711.7K | 0.32% | −14−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,882 | $710.7K | 0.02% | −527−6.3% | Reduced |
| NEOS Investment Management LLC | 7,842 | $707.1K | 0.07% | +3,350+74.6% | Added |
| Graham Capital Management, L.P. | 7,797 | $703.1K | 0.02% | +7,797 | New |
| Horizon Investments, LLC | 7,731 | $697.1K | 0.02% | +559+7.8% | Added |
| Concurrent Investment Advisors, LLC | 7,681 | $692.6K | 0.03% | +7,681 | New |
| We Are One Seven, LLC | 7,674 | $692.0K | 0.04% | +3,180+70.8% | Added |
| Monetary Management Group Inc | 7,575 | $683.0K | 0.21% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 7,555 | $681.2K | 0.29% | +7,555 | New |
| Dodds Wealth, LLC | 7,529 | $678.9K | 0.35% | +7,529 | New |
| Savant Capital, LLC | 7,240 | $652.9K | 0.01% | +3,591+98.4% | Added |
| Richwood Investment Advisors, LLC | 7,220 | $651.0K | 0.61% | −610−7.8% | Reduced |
| Arkadios Wealth Advisors | 7,078 | $638.3K | 0.05% | −3,163−30.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,056 | $636.3K | 0.03% | +1,004+16.6% | Added |
| Farmers & Merchants Investments Inc | 6,990 | $630.3K | 0.02% | +5+0.1% | Added |
| Summit Financial Group Inc | 6,965 | $628.0K | 0.24% | −287−4.0% | Reduced |
| Pacific Sun Financial Corp | 6,888 | $621.1K | 0.39% | −80−1.1% | Reduced |
| Stephens Inc | 6,846 | $617.3K | 0.01% | +387+6.0% | Added |
| Fulcrum Capital LLC | 6,681 | $602.4K | 0.16% | −2,609−28.1% | Reduced |
| Madden Advisory Services, Inc. | 6,623 | $597.2K | 0.34% | −446−6.3% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $592.4K | 0.16% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 6,476 | $584.0K | 0.03% | −1,350−17.3% | Reduced |
| Panoramic Investment Advisors, LLC | 6,225 | $561.3K | 0.49% | −100−1.6% | Reduced |
| Weiss Asset Management LP | 6,179 | $557.2K | 0.04% | +6,179 | New |
| Ameritas Investment Partners, Inc. | 6,174 | $556.7K | 0.02% | +221+3.7% | Added |
| Dudley Capital Management, LLC | 6,150 | $554.5K | 0.36% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,125 | $552.3K | 0.01% | +2,360+62.7% | Added |
| Retirement Planning Co of New England, Inc. | 6,098 | $549.8K | 0.25% | +255+4.4% | Added |
| Kingswood Wealth Advisors, LLC | 6,095 | $549.6K | 0.06% | −699−10.3% | Reduced |
| Azzad Asset Management Inc | 6,027 | $543.4K | 0.07% | +6,027 | New |
| Lazard Asset Management LLC | 5,932 | $534.0K | 0.00% | +4,139+230.8% | Added |
| Bailard, Inc. | 5,920 | $533.8K | 0.02% | +1,044+21.4% | Added |