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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 5,888 | $530.9K | 0.04% | +2,413+69.4% | Added |
| Exchange Traded Concepts, LLC | 5,847 | $527.2K | 0.01% | −695−10.6% | Reduced |
| Commerzbank Aktiengesellschaft | 5,830 | $526.0K | 0.02% | −2,461−29.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,798 | $522.8K | 0.00% | +4,684+420.5% | Added |
| Siemens Fonds Invest GmbH | 5,795 | $522.5K | 0.04% | +1,656+40.0% | Added |
| Johnson Investment Counsel Inc | 5,773 | $520.6K | 0.01% | −385−6.3% | Reduced |
| Values First Advisors, Inc. | 5,757 | $519.1K | 0.31% | −2,820−32.9% | Reduced |
| Hendershot Investments Inc. | 5,742 | $517.8K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 5,716 | $515.4K | 0.02% | +1,933+51.1% | Added |
| Cigna Investments Inc | 5,690 | $513.0K | 0.11% | +381+7.2% | Added |
| Jones Financial Companies LLLP | 5,656 | $510.0K | 0.00% | +92+1.7% | Added |
| NorthRock Partners, LLC | 5,634 | $508.0K | 0.02% | +5,634 | New |
| HB Wealth Management, LLC | 5,621 | $506.9K | 0.01% | +577+11.4% | Added |
| Qtron Investments LLC | 5,559 | $501.3K | 0.08% | +5,559 | New |
| Dakota Wealth Management | 5,558 | $501.2K | 0.02% | +5,558 | New |
| CAPROCK Group, Inc. | 5,548 | $500.3K | 0.03% | +5,548 | New |
| Davenport & Co LLC | 5,530 | $498.7K | 0.00% | +724+15.1% | Added |
| Lumbard & Kellner, LLC | 5,496 | $495.6K | 0.29% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,484 | $494.5K | 0.00% | +310+6.0% | Added |
| Mesirow Financial Investment Management, Inc. | 5,472 | $493.4K | 0.02% | +5,472 | New |
| Empowered Funds, LLC | 5,464 | $492.7K | 0.01% | +1,202+28.2% | Added |
| Change Path, LLC | 5,392 | $486.0K | 0.03% | +2,473+84.7% | Added |
| Financial Counselors Inc | 5,304 | $478.3K | 0.01% | −5,130−49.2% | Reduced |
| Benjamin Edwards Inc | 5,295 | $477.0K | 0.10% | −528−9.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,202 | $469.1K | 0.07% | +586+12.7% | Added |
| Sara-Bay Financial | 5,169 | $466.1K | 0.23% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,163 | $465.6K | 0.01% | +1,431+38.3% | Added |
| Emergent Wealth Advisors, LLC | 5,162 | $465.5K | 0.43% | +5,162 | New |
| Nations Financial Group Inc, | 5,153 | $464.7K | 0.04% | +549+11.9% | Added |
| HF Advisory Group, LLC | 5,146 | $464.0K | 0.30% | −531−9.4% | Reduced |
| Landscape Capital Management, L.L.C. | 5,113 | $461.0K | 0.04% | −3,122−37.9% | Reduced |
| IHT Wealth Management, LLC | 5,097 | $459.6K | 0.02% | +103+2.1% | Added |
| Huntington National Bank | 5,064 | $456.6K | 0.00% | −2,667−34.5% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $456.3K | 0.42% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,048 | $455.2K | 0.05% | +60+1.2% | Added |
| Stratos Wealth Partners, LTD. | 5,028 | $453.5K | 0.01% | −728−12.6% | Reduced |
| Wedmont Private Capital | 5,033 | $452.0K | 0.04% | +699+16.1% | Added |
| LongView Wealth Management | 5,012 | $449.1K | 0.20% | +5,012 | New |
| Investment Advisory Group, LLC | 4,958 | $447.1K | 0.21% | 00.0% | Unchanged |
| Verde Capital Management | 4,947 | $446.0K | 0.17% | +4,947 | New |
| Drake & Associates, LLC | 4,946 | $446.0K | 0.18% | +4,946 | New |
| CWM Advisors, LLC | 4,897 | $441.6K | 0.05% | +464+10.5% | Added |
| Texas Yale Capital Corp. | 4,894 | $441.3K | 0.02% | +4+0.1% | Added |
| Ballentine Partners, LLC | 4,890 | $440.9K | 0.01% | +910+22.9% | Added |
| Monument Capital Management | 4,872 | $439.3K | 0.14% | −264−5.1% | Reduced |
| Tower Bridge Advisors | 4,850 | $437.3K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,843 | $436.7K | 0.02% | −187−3.7% | Reduced |
| Associated Banc-Corp | 4,703 | $424.1K | 0.01% | −115−2.4% | Reduced |
| HGI Capital Management, LLC | 4,655 | $419.7K | 0.48% | +4,655 | New |
| Proficio Capital Partners LLC | 4,633 | $417.8K | 0.05% | −316−6.4% | Reduced |
| Prudent Man Advisors, LLC | 4,598 | $414.6K | 0.15% | −48−1.0% | Reduced |
| Cypress Capital Group | 4,596 | $414.4K | 0.05% | +425+10.2% | Added |
| Ellevest, Inc. | 4,582 | $413.2K | 0.03% | +4,582 | New |
| Glenview Trust Co | 4,539 | $409.3K | 0.01% | −360−7.3% | Reduced |
| Granite Bay Wealth Management, LLC | 4,740 | $406.0K | 0.00% | −14,420−75.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,493 | $405.1K | 0.13% | +910+25.4% | Added |
| Quantitative Investment Management, LLC | 4,474 | $403.0K | 0.02% | +4,474 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $401.9K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,469 | $401.0K | 0.00% | +4,469 | New |
| Joel Isaacson & Co., LLC | 4,397 | $396.5K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,385 | $395.4K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,382 | $395.1K | 0.12% | −73−1.6% | Reduced |
| Moody National Bank Trust Division | 4,314 | $389.0K | 0.03% | −4,926−53.3% | Reduced |
| LifePlan Financial, LLC | 4,302 | $387.9K | 0.39% | +4,302 | New |
| Apollon Wealth Management, LLC | 4,287 | $386.6K | 0.01% | +197+4.8% | Added |
| Abbrea Capital, LLC | 4,283 | $386.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,271 | $385.1K | 0.03% | −23,451−84.6% | Reduced |
| Schechter Investment Advisors, LLC | 4,237 | $382.0K | 0.03% | +339+8.7% | Added |
| First American Trust, FSB | 4,209 | $379.5K | 0.05% | +75+1.8% | Added |
| Pettyjohn, Wood & White, Inc | 4,200 | $378.7K | 0.08% | −425−9.2% | Reduced |
| Syon Capital LLC | 4,185 | $377.3K | 0.04% | +785+23.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,163 | $375.4K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,160 | $375.1K | 0.15% | −45−1.1% | Reduced |
| Everhart Financial Group, Inc. | 4,146 | $373.8K | 0.13% | +599+16.9% | Added |
| Koshinski Asset Management, Inc. | 4,108 | $370.4K | 0.06% | +1,458+55.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,078 | $367.7K | 0.03% | −476−10.5% | Reduced |
| Buckingham Strategic Partners | 4,077 | $367.7K | 0.02% | +4,077 | New |
| Summit Global Investments | 4,066 | $367.0K | 0.02% | −1,523−27.2% | Reduced |
| BayBridge Capital Group, LLC | 3,982 | $366.1K | 0.34% | +3,982 | New |
| Atom Investors LP | 4,059 | $366.0K | 0.06% | +4,059 | New |
| Personal Cfo Solutions, LLC | 4,038 | $364.1K | 0.06% | +769+23.5% | Added |
| GeoWealth Management, LLC | 4,026 | $363.0K | 0.03% | +4,026 | New |
| LCNB Corp | 4,023 | $362.8K | 0.14% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,014 | $361.9K | 0.01% | +4,014 | New |
| Kapitalo Investimentos Ltda | 4,005 | $361.1K | 0.07% | +4,005 | New |
| Cambiar Investors LLC | 3,970 | $358.0K | 0.01% | −265−6.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $357.3K | 0.17% | −7−0.2% | Reduced |
| Corton Capital Inc. | 3,956 | $356.7K | 0.11% | +3,956 | New |
| Carmichael Hill & Associates, Inc. | 3,884 | $350.2K | 0.15% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,878 | $349.7K | 0.18% | +533+15.9% | Added |
| Wendell David Associates Inc | 3,850 | $347.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,846 | $346.8K | 0.02% | +3,846 | New |
| Livelsberger Financial Advisory | 3,814 | $343.9K | 0.31% | +3,814 | New |
| Flputnam Investment Management Co | 3,768 | $339.8K | 0.01% | +64+1.7% | Added |
| Moors & Cabot, Inc. | 3,767 | $339.7K | 0.02% | −35−0.9% | Reduced |
| GAMMA Investing LLC | 3,910 | $338.3K | 0.09% | +3,910 | New |
| Evanson Asset Management, LLC | 3,740 | $337.2K | 0.03% | +12+0.3% | Added |
| Two Sigma Securities, LLC | 3,738 | $337.1K | 0.02% | +3,738 | New |
| Orion Capital Management LLC | 3,720 | $335.4K | 0.20% | −200−5.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,694 | $333.1K | 0.07% | +3,694 | New |