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 |
|---|---|---|---|---|---|
| Gratus Wealth Advisors, LLC | 2,413 | $217.6K | 0.04% | +2,413 | New |
| TownSquare Capital, LLC | 2,410 | $217.3K | 0.00% | +2,410 | New |
| Hunter Associates Investment Management LLC | 2,400 | $217.0K | 0.04% | +2,400 | New |
| Clifford Swan Investment Counsel LLC | 2,406 | $216.9K | 0.01% | +2,406 | New |
| Moloney Securities Asset Management, LLC | 2,376 | $214.3K | 0.03% | +2,376 | New |
| Sound View Wealth Advisors Group, LLC | 2,376 | $214.2K | 0.02% | +2,376 | New |
| Morningstar Investment Services LLC | 2,344 | $214.0K | 0.00% | +2,344 | New |
| Wealthspire Advisors, LLC | 2,360 | $212.8K | 0.00% | +2,360 | New |
| Atomi Financial Group, Inc. | 2,328 | $209.9K | 0.03% | +2,328 | New |
| Angeles Investment Advisors, LLC | 2,322 | $209.4K | 0.01% | +2,322 | New |
| Schneider Downs Wealth Management Advisors, LP | 2,310 | $208.3K | 0.05% | +2,310 | New |
| Planned Solutions, Inc. | 2,307 | $208.0K | 0.10% | +2,307 | New |
| Glassman Wealth Services | 2,306 | $207.9K | 0.03% | −3−0.1% | Reduced |
| MTM Investment Management, LLC | 2,300 | $207.4K | 0.09% | +2,300 | New |
| Aptus Capital Advisors, LLC | 2,292 | $206.7K | 0.01% | +2,292 | New |
| CIBC Private Wealth Group, LLC | 2,285 | $206.0K | 0.00% | +2,285 | New |
| Titleist Asset Management, LLC | 2,278 | $205.4K | 0.04% | +2,278 | New |
| Northcape Wealth Management, LLC | 2,271 | $204.8K | 0.07% | +2,271 | New |
| Tilt Investment Management Holdings, PBC | 2,268 | $204.5K | 0.22% | −8,769−79.5% | Reduced |
| Gateway Investment Advisers LLC | 2,252 | $203.1K | 0.00% | +2,252 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,236 | $201.6K | 0.01% | +2,236 | New |
| Advisor Resource Council | 2,229 | $201.0K | 0.02% | +2,229 | New |
| Smartleaf Asset Management LLC | 2,195 | $200.0K | 0.05% | +2,195 | New |
| Pflug Koory, LLC | 2,215 | $199.7K | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,155 | $194.3K | 0.02% | −290−11.9% | Reduced |
| SYSTM Wealth Solutions LLC | 2,109 | $190.2K | 0.03% | −350−14.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,067 | $186.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,999 | $180.3K | 0.01% | +857+75.0% | Added |
| Motco | 1,953 | $176.1K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,816 | $163.7K | 0.02% | +14+0.8% | Added |
| Assetmark, Inc | 1,792 | $161.6K | 0.00% | +1,792 | New |
| Parkside Financial Bank & Trust | 1,765 | $159.2K | 0.03% | +39+2.3% | Added |
| Colonial Trust Advisors | 1,747 | $157.5K | 0.02% | +2+0.1% | Added |
| Allworth Financial LP | 1,710 | $154.2K | 0.00% | +13+0.8% | Added |
| Spire Wealth Management | 1,670 | $150.1K | 0.01% | −157−8.6% | Reduced |
| Pineridge Advisors LLC | 1,645 | $148.3K | 0.05% | +1,645 | New |
| Massmutual Trust Co FSB | 1,639 | $147.8K | 0.00% | −15,235−90.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,596 | $143.9K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,500 | $135.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,471 | $132.6K | 0.01% | +92+6.7% | Added |
| Creative Financial Designs Inc | 1,434 | $129.3K | 0.01% | +210+17.2% | Added |
| TD Private Client Wealth LLC | 1,378 | $124.3K | 0.00% | −1,644−54.4% | Reduced |
| Aspire Private Capital, LLC | 1,370 | $123.6K | 0.04% | +3+0.2% | Added |
| MV Capital Management, Inc. | 1,370 | $123.5K | 0.02% | +31+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,303 | $117.5K | 0.00% | +570+77.8% | Added |
| Alta Advisers Ltd | 1,300 | $117.2K | 0.06% | 00.0% | Unchanged |
| Mirova | 1,283 | $115.7K | 0.02% | −77−5.7% | Reduced |
| TCTC Holdings, LLC | 1,262 | $113.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,270 | $112.6K | 0.00% | −331−20.7% | Reduced |
| Key Financial Inc | 1,226 | $110.5K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,205 | $108.7K | 0.01% | +1+0.1% | Added |
| Westside Investment Management, Inc. | 1,200 | $108.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,180 | $106.4K | 0.05% | +1,180 | New |
| SJS Investment Consulting Inc. | 1,173 | $105.8K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,168 | $105.3K | 0.01% | +1,168 | New |
| Emfo, LLC | 1,150 | $103.7K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,130 | $102.0K | 0.01% | −64−5.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,112 | $100.3K | 0.02% | +1,112 | New |
| Arcadia Investment Management Corp | 1,101 | $99.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,100 | $99.2K | 0.01% | −3−0.3% | Reduced |
| AdvisorNet Financial, Inc | 1,063 | $95.8K | 0.01% | +347+48.5% | Added |
| City State Bank | 1,058 | $95.0K | 0.05% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,053 | $94.9K | 0.19% | +1,053 | New |
| Paradigm Asset Management Co LLC | 1,038 | $93.6K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $90.2K | 0.01% | −4,700−82.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,069 | $87.0K | 0.00% | +758+243.7% | Added |
| NBC Securities, Inc. | 962 | $86.0K | 0.01% | −268−21.8% | Reduced |
| Pathway Financial Advisers, LLC | 949 | $85.6K | 0.03% | +2+0.2% | Added |
| Private Ocean, LLC | 948 | $85.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 934 | $84.3K | 0.00% | −125−11.8% | Reduced |
| Bollard Group LLC | 929 | $84.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 925 | $83.0K | 0.01% | +180+24.2% | Added |
| Optimum Investment Advisors | 910 | $82.0K | 0.04% | +2+0.2% | Added |
| First United Bank Trust | 890 | $80.3K | 0.03% | +890 | New |
| Rosenberg Matthew Hamilton | 883 | $79.6K | 0.02% | −39−4.2% | Reduced |
| Dogwood Wealth Management LLC | 863 | $77.8K | 0.06% | +863 | New |
| Washington Trust Co | 850 | $76.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $76.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 825 | $74.4K | 0.01% | +268+48.1% | Added |
| Glen Eagle Advisors, LLC | 819 | $73.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 877 | $71.8K | 0.02% | −100−10.2% | Reduced |
| Sachetta, LLC | 786 | $70.9K | 0.03% | +786 | New |
| Quent Capital, LLC | 759 | $68.4K | 0.01% | +28+3.8% | Added |
| Gradient Investments LLC | 755 | $68.1K | 0.00% | +33+4.6% | Added |
| Grove Bank & Trust | 750 | $67.6K | 0.01% | −280−27.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $67.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 736 | $66.4K | 0.03% | −11−1.5% | Reduced |
| Atlantic Trust, LLC | 715 | $64.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $63.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $63.1K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 692 | $62.4K | 0.07% | −1,677−70.8% | Reduced |
| First Horizon Advisors, Inc. | 691 | $62.3K | 0.00% | +121+21.2% | Added |
| LM Advisors LLC | 690 | $62.2K | 0.01% | +690 | New |
| GHP Investment Advisors, Inc. | 679 | $61.2K | 0.00% | −96−12.4% | Reduced |
| Wiser Advisor Group LLC | 632 | $57.0K | 0.09% | +632 | New |
| Caldwell Trust Co | 610 | $55.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 603 | $54.4K | 0.03% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 599 | $54.0K | 0.00% | −269−31.0% | Reduced |
| Focused Wealth Management, Inc | 593 | $53.4K | 0.01% | +1+0.2% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $51.8K | 0.05% | +574 | New |