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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
Deseret Mutual Benefit Administrators566$51.0K0.03%−256−31.1%Reduced
CVA Family Office, LLC555$50.0K0.01%+555New
Turtle Creek Wealth Advisors, LLC545$49.1K0.01%+545New
Colonial Trust Co531$47.9K0.01%00.0%Unchanged
MCF Advisors LLC524$47.3K0.00%00.0%Unchanged
Rational Advisors LLC524$47.2K0.00%00.0%Unchanged
North Star Investment Management Corp.516$46.5K0.00%00.0%Unchanged
Creekmur Asset Management LLC504$45.5K0.01%+504New
HM Payson & Co500$45.1K0.00%00.0%Unchanged
Annapolis Financial Services, LLC500$45.1K0.01%00.0%Unchanged
Castleview Partners, LLC500$45.1K0.03%+471+1,624.1%Added
MidAtlantic Capital Management, Inc.500$45.1K0.04%+500New
Smithfield Trust Co500$45.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC500$45.0K0.01%00.0%Unchanged
FSA Wealth Management LLC453$41.0K0.02%+453New
Pinnacle Bancorp, Inc.450$40.6K0.01%00.0%Unchanged
Atlas Capital Advisors LLC439$39.6K0.01%00.0%Unchanged
Salem Investment Counselors Inc425$38.3K0.00%+194+84.0%Added
SRS Capital Advisors, Inc.423$38.1K0.00%−9−2.1%Reduced
Compass Wealth Management LLC400$36.1K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC398$35.9K0.00%−13,668−97.2%Reduced
Scarborough Advisors, LLC389$35.1K0.01%+389New
Sunbelt Securities, Inc.350$31.6K0.00%+2+0.6%Added
Silvant Capital Management LLC348$31.4K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC342$30.8K0.01%00.0%Unchanged
Piscataqua Savings Bank338$30.5K0.03%00.0%Unchanged
West Financial Advisors, LLC320$28.9K0.01%00.0%Unchanged
First Foundation Advisors303$27.3K0.00%+303New
JNBA Financial Advisors300$27.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc290$26.1K0.01%−16−5.2%Reduced
Brown Brothers Harriman & Co284$25.6K0.00%−97−25.5%Reduced
EntryPoint Capital, LLC282$25.4K0.02%+282New
Bruce G. Allen Investments, LLC282$25.4K0.02%+282New
Raleigh Capital Management Inc.270$24.4K0.01%+31+13.0%Added
HHM Wealth Advisors, LLC270$24.3K0.00%−18−6.3%Reduced
Manitou Investment Management Ltd.270$24.3K0.01%00.0%Unchanged
Covestor Ltd262$24.0K0.02%−59−18.4%Reduced
Oliver Lagore Vanvalin Investment Group253$22.8K0.01%+1+0.4%Added
Winch Advisory Services, LLC251$22.7K0.01%+1+0.4%Added
Anchor Investment Management, LLC250$22.5K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC250$22.5K0.01%00.0%Unchanged
Asset Dedication, LLC236$22.0K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners241$21.7K0.01%+241New
Boyd Watterson Asset Management LLC228$20.6K0.01%00.0%Unchanged
Operose Advisors LLC225$20.3K0.01%−380−62.8%Reduced
Financial Perspectives, Inc216$19.5K0.01%00.0%Unchanged
Hollencrest Capital Management215$19.4K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.205$18.4K0.00%+205New
PSI Advisors, LLC203$18.3K0.01%−60−22.8%Reduced
Global Trust Asset Management, LLC200$18.0K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$18.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC200$18.0K0.01%+200New
Armstrong Advisory Group, Inc192$17.3K0.00%−9−4.5%Reduced
Fortitude Family Office, LLC191$17.2K0.01%+191New
McIlrath & Eck, LLC184$16.6K0.00%00.0%Unchanged
Headlands Technologies LLC182$16.4K0.00%−131−41.9%Reduced
Bank of New Hampshire182$16.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.176$16.0K0.00%+3+1.7%Added
GW&K Investment Management, LLC173$16.0K0.00%+30+21.0%Added
Maryland Capital Advisors Inc.177$16.0K0.01%00.0%Unchanged
Core Alternative Capital176$15.9K0.00%−41−18.9%Reduced
Sound Income Strategies, LLC175$15.8K0.00%00.0%Unchanged
Arlington Trust Co LLC174$15.7K0.00%+174New
Sittner & Nelson, LLC171$15.4K0.01%00.0%Unchanged
JJJ Advisors Inc.168$15.1K0.00%+2+1.2%Added
Atlantic Edge Private Wealth Management, LLC166$15.0K0.01%+166New
Bellevue Asset Management, LLC166$15.0K0.01%+2+1.2%Added
Cambridge Trust Co150$13.5K0.00%00.0%Unchanged
Park Place Capital Corp149$13.4K0.01%+4+2.8%Added
Capital Advisors, Ltd. LLC148$13.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC142$12.8K0.00%+5+3.6%Added
Burkett Financial Services, LLC141$12.7K0.01%+141New
EdgeRock Capital LLC144$12.7K0.01%+144New
NBT Bank N A140$12.6K0.00%+140New
Concord Wealth Partners140$12.6K0.00%+1+0.7%Added
Provenance Wealth Advisors, LLC139$12.5K0.00%+139New
Albion Financial Group135$12.2K0.00%00.0%Unchanged
M&R Capital Management Inc135$12.2K0.00%00.0%Unchanged
West Paces Advisors Inc.135$12.2K0.00%+18+15.4%Added
Hazlett, Burt & Watson, Inc.142$12.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.133$12.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC128$11.5K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC123$11.1K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$10.0K0.00%00.0%Unchanged
Abound Wealth Management106$9.58K0.00%00.0%Unchanged
Tucker Asset Management LLC106$9.56K0.00%00.0%Unchanged
Trust Co of Vermont101$9.11K0.00%+1+1.0%Added
Fortis Group Advisors, LLC100$9.02K0.00%+50+100.0%Added
Delta Asset Management LLC100$9.02K0.00%00.0%Unchanged
Barrett & Company, Inc.100$9.02K0.00%00.0%Unchanged
Logan Capital Management Inc100$9.02K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$9.02K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$9.02K0.00%00.0%Unchanged
Missouri Trust & Investment Co100$9.02K0.00%00.0%Unchanged
NewSquare Capital LLC88$7.93K0.00%−97−52.4%Reduced
Citizens National Bank Trust Department83$7.48K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC82$7.39K0.00%+4+5.1%Added
Cape Investment Advisory, Inc.82$7.39K0.00%+82New
Red Tortoise LLC81$7.30K0.00%00.0%Unchanged
Manchester Capital Management LLC75$6.76K0.00%−115−60.5%Reduced