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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 935 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2023: $48.6B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2023.

Institutions holding WELL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co3,658$329.8K0.01%−4,914−57.3%Reduced
MQS Management LLC3,646$328.8K0.18%+3,646New
Lake Street Financial LLC3,633$327.6K0.05%+3,633New
Valeo Financial Advisors, LLC3,609$325.4K0.01%+355+10.9%Added
Great Valley Advisor Group, Inc.3,587$323.3K0.01%+488+15.7%Added
Merit Financial Group, LLC3,561$321.1K0.01%+49+1.4%Added
Dynamic Advisor Solutions LLC3,612$319.7K0.01%+363+11.2%Added
SFMG, LLC3,504$316.0K0.03%+100+2.9%Added
Clarius Group, LLC3,486$314.3K0.03%−321−8.4%Reduced
Insigneo Advisory Services, LLC3,409$307.4K0.04%+468+15.9%Added
Eudaimonia Advisors LLC3,406$307.1K0.20%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.3,400$306.6K0.05%−4−0.1%Reduced
Stock Yards Bank & Trust Co3,390$305.7K0.01%−163−4.6%Reduced
Whalerock Point Partners, LLC3,389$305.6K0.09%−500−12.9%Reduced
J.W. Cole Advisors, Inc.3,381$304.9K0.02%+279+9.0%Added
Bogart Wealth, LLC3,377$304.5K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC3,360$303.0K0.00%+3,360New
Baltimore-Washington Financial Advisors, Inc.3,354$302.4K0.02%00.0%Unchanged
Bessemer Group Inc3,349$302.0K0.00%+115+3.6%Added
AlphaMark Advisors, LLC3,339$301.0K0.11%+55+1.7%Added
Clearstead Advisors, LLC3,334$300.6K0.02%+2,105+171.3%Added
Prairie Sky Financial Group LLC3,332$300.4K0.20%00.0%Unchanged
Equitable Holdings, Inc.3,316$299.0K0.00%−45−1.3%Reduced
Ameritas Advisory Services, LLC3,350$296.4K0.02%+272+8.8%Added
PDS Planning, Inc3,271$294.9K0.03%+31+1.0%Added
Beech Hill Advisors, Inc.3,250$293.1K0.14%00.0%Unchanged
Lindbrook Capital, LLC3,240$292.2K0.03%+420+14.9%Added
Advisory Services Network, LLC3,239$292.1K0.01%−300−8.5%Reduced
Tectonic Advisors LLC3,227$291.0K0.02%−43−1.3%Reduced
Edgestream Partners, L.P.3,225$290.8K0.02%+3,225New
Cetera Trust Company, N.A3,225$290.8K0.18%+3,225New
Fortitude Advisory Group L.L.C.3,213$289.7K0.18%+98+3.1%Added
Catalytic Wealth RIA, LLC3,205$289.0K0.13%+3,205New
Shelton Capital Management3,192$287.8K0.01%00.0%Unchanged
Dearborn Partners LLC3,179$286.6K0.01%−700−18.0%Reduced
Wolverine Trading, LLC3,167$285.6K0.00%−11,316−78.1%Reduced
Pinnacle Wealth Management Group, Inc.3,167$285.5K0.23%00.0%Unchanged
Ashton Thomas Private Wealth, LLC3,152$284.2K0.02%00.0%Unchanged
Harbour Investments, Inc.3,142$283.3K0.01%+1,503+91.7%Added
EP Wealth Advisors, LLC3,104$279.9K0.00%+288+10.2%Added
TrinityPoint Wealth, LLC3,101$279.6K0.05%−57−1.8%Reduced
Hutchens & Kramer Investment Management Group, LLC3,095$279.1K0.20%−480−13.4%Reduced
Benjamin F. Edwards & Company, Inc.3,046$275.0K0.01%−60−1.9%Reduced
Whittier Trust Co of Nevada Inc3,033$273.5K0.01%00.0%Unchanged
FineMark National Bank & Trust3,019$272.2K0.01%+142+4.9%Added
Dividend Assets Capital, LLC3,000$271.0K0.05%00.0%Unchanged
Lynx Capital Group Ltd3,001$270.6K0.20%+3,001New
Spouting Rock Asset Management, LLC3,000$270.5K0.10%+3,000New
Keel Point, LLC2,953$266.3K0.03%+173+6.2%Added
Visionary Wealth Advisors2,935$264.6K0.02%−514−14.9%Reduced
True North Advisors, LLC2,911$262.5K0.07%−25−0.9%Reduced
Brighton Jones LLC2,898$261.3K0.01%−102−3.4%Reduced
Nilsine Partners, LLC2,894$261.0K0.04%+348+13.7%Added
Financial Advocates Investment Management2,894$260.9K0.02%+13+0.5%Added
CoreCap Advisors, LLC2,890$260.6K0.02%00.0%Unchanged
CX Institutional2,870$258.8K0.01%−32−1.1%Reduced
Cambria Investment Management, L.P.2,852$257.2K0.02%+2,852New
Balboa Wealth Partners2,846$256.6K0.09%−629−18.1%Reduced
Marcum Wealth, LLC2,824$254.6K0.03%−856−23.3%Reduced
Cascade Investment Advisors, Inc.2,815$253.8K0.18%−13,237−82.5%Reduced
Barnes Pettey Financial Advisors, LLC2,802$252.7K0.21%00.0%Unchanged
Conning Inc.2,795$252.0K0.01%+25+0.9%Added
Sherbrooke Park Advisers LLC2,789$251.5K0.12%−4,443−61.4%Reduced
Hartline Investment Corp2,782$250.9K0.04%00.0%Unchanged
IMPACTfolio, LLC2,749$247.9K0.16%+104+3.9%Added
HBK Sorce Advisory LLC2,747$247.7K0.01%+18+0.7%Added
Sentry Investment Management LLC2,720$245.0K0.11%−292−9.7%Reduced
Convergence Investment Partners, LLC2,715$245.0K0.13%+2,715New
Summit Trail Advisors, LLC2,707$244.1K0.01%−40−1.5%Reduced
Bokf, NA2,706$244.0K0.00%+5+0.2%Added
River Street Advisors LLC2,700$243.5K0.19%+178+7.1%Added
Kingsview Wealth Management, LLC2,689$242.5K0.01%−95−3.4%Reduced
Keystone Financial Group2,681$241.7K0.04%00.0%Unchanged
Bowman & Co S.C.2,665$240.3K0.17%−224−7.8%Reduced
Safeguard Investment Advisory Group, LLC2,625$236.7K0.09%+23+0.9%Added
Painted Porch Advisors LLC2,623$236.5K0.18%+2,623New
Evergreen Capital Management LLC2,620$236.2K0.01%−87−3.2%Reduced
iA Global Asset Management Inc.2,620$236.0K0.01%+2,620New
Register Financial Advisors LLC2,600$234.4K0.16%00.0%Unchanged
Weybosset Research & Management LLC2,600$234.4K0.08%+100+4.0%Added
Horizon Wealth Management, LLC2,595$234.0K0.07%−2−0.1%Reduced
Armor Investment Advisors, LLC2,593$233.8K0.12%−160−5.8%Reduced
Graypoint LLC2,565$231.3K0.02%+2,565New
Parallel Advisors, LLC2,559$230.7K0.01%+390+18.0%Added
Wharton Business Group, LLC2,555$230.0K0.01%00.0%Unchanged
Vanderbilt University2,547$229.7K0.06%−7,570−74.8%Reduced
Sage Mountain Advisors LLC2,542$229.2K0.03%+45+1.8%Added
Wedbush Securities Inc2,527$228.0K0.01%+2,527New
Hudock, Inc.2,506$226.0K0.05%+6+0.2%Added
Mosaic Family Wealth Partners, LLC2,500$225.4K0.04%−1,000−28.6%Reduced
Fiduciary Trust Co2,490$224.5K0.00%+2,490New
Mutual Advisors, LLC2,489$224.4K0.01%+2,489New
IFG Advisory, LLC2,477$223.4K0.02%+17+0.7%Added
Warwick Investment Management, Inc.2,461$221.9K0.07%−139−5.3%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$221.4K0.06%00.0%Unchanged
Rehmann Capital Advisory Group2,447$220.6K0.02%−107−4.2%Reduced
Cullen/Frost Bankers, Inc.2,446$220.6K0.00%−380−13.4%Reduced
InterOcean Capital Group, LLC2,421$218.3K0.01%+2,421New
SeaCrest Wealth Management, LLC2,461$217.9K0.03%+2,461New
Caldwell Sutter Capital, Inc.2,415$217.8K0.11%+10+0.4%Added