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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.

Q1 2024 vs. Q4 2023

How the institutions holding Welltower Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WELL: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders9358963+36
Shares538.5M29.4K563.4M+24.9M (+4.6%)
Value$48.6B$2.65M$52.6B+$4.08B (+8.4%)

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Welltower Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WELL in Q1 2024
InstitutionSharesValue% of portfolio
Zimmer Partners, LP3,316,750$309.9M6.74%
Healthcare of Ontario Pension Plan Trust Fund371,855$34.7M0.12%
ExodusPoint Capital Management, LP363,516$34.0M0.42%
Resona Asset Management Co.,Ltd.313,775$29.3M0.17%
Danske Bank A/S278,410$26.0M0.08%
Capstone Investment Advisors, LLC230,149$21.5M0.40%
CIBC World Markets Inc.220,074$20.6M0.05%
Waterfront Capital Partners, LLC157,000$14.7M1.37%
Moore Capital Management, LP118,100$11.0M0.23%
Susquehanna Fundamental Investments, LLC105,800$9.89M0.46%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main103,558$9.68M0.01%
Gillson Capital LP88,500$8.27M0.79%
Caisse de Depot Et Placement du Quebec81,600$7.62M0.02%
GSI Capital Advisors LLC73,089$6.83M4.01%
CNH Partners LLC61,100$5.70M0.20%
Two Sigma Investments, LP53,302$4.98M0.01%
Tudor Investment Corp Et Al40,679$3.80M0.05%
Centiva Capital, LP25,587$2.39M0.13%
Winton Group Ltd22,953$2.14M0.15%
Pinebridge Investments, L.P.22,888$2.14M0.02%
Kestra Private Wealth Services, LLC20,894$1.95M0.04%
Arbor Capital Management Inc15,212$1.49M1.41%
Allianz SE14,135$1.32M0.04%
Simplicity Wealth,LLC12,042$1.13M0.03%
Danica Pension, Livsforsikringsaktieselskab11,456$1.07M0.02%
XTX Topco Ltd10,368$968.8K0.13%
LGT Fund Management Co Ltd.10,237$956.5K0.40%
Lombard Odier Asset Management (Switzerland) SA10,153$948.7K0.07%
Man Group plc9,699$906.3K0.00%
Buckingham Capital Management, Inc.9,540$891.4K0.11%
Red Cedar Investment Management, LLC9,144$854.4K0.11%
Quadrature Capital Ltd8,228$768.2K0.01%
MBB Public Markets I LLC7,766$725.7K0.05%
Machina Capital S.A.S.7,482$699.1K0.37%
Quest Partners LLC7,023$656.2K0.11%
Inceptionr LLC6,798$635.2K0.16%
Virtu Financial LLC5,867$548.0K0.04%
Cullinan Associates Inc5,810$542.9K0.03%
Davy Global Fund Management Ltd5,804$542.3K0.06%
Capula Management Ltd5,627$525.8K0.02%
Alethea Capital Management, LLC5,296$494.9K0.40%
Retirement Guys Formula LLC5,087$475.4K0.23%
LRI Investments, LLC4,953$462.8K0.12%
Strategy Asset Managers LLC4,630$432.6K0.09%
Dynamic Technology Lab Private Ltd4,561$426.0K0.05%
Connor, Clark & Lunn Investment Management Ltd.4,408$411.9K0.00%
SpiderRock Advisors, LLC4,382$404.5K0.01%
BBR Partners, LLC3,864$361.1K0.03%
Baldwin Investment Management, LLC3,310$309.3K0.04%
Cipher Capital LP2,906$271.5K0.13%
Group One Trading, L.P.2,847$266.0K0.01%
Versor Investments LP2,747$256.7K0.05%
Sigma Planning Corp2,694$251.8K0.01%
Wiley Bros.-Aintree Capital, LLC2,671$249.6K0.03%
NBW Capital LLC2,590$242.0K0.05%
180 Wealth Advisors, LLC2,506$234.2K0.04%
Pitcairn Co2,462$230.0K0.01%
Legacy Financial Advisors, Inc.2,311$215.9K0.04%
Essex Financial Services, Inc.2,282$213.2K0.02%
Mystic Asset Management, Inc.2,265$211.6K0.09%
Cutler Group LP2,253$210.0K0.11%
Blue Fin Capital, Inc.2,210$206.5K0.05%
Sit Investment Associates Inc2,195$205.0K0.00%
Jacobi Capital Management LLC2,194$205.0K0.02%
Abn Amro Investment Solutions2,180$203.7K0.00%
Strategic Blueprint, LLC2,176$203.3K0.01%
Balentine LLC2,173$203.1K0.01%
Synovus Financial Corp2,157$202.3K0.00%
Mather Group, LLC.1,945$175.4K0.00%
Bullock Wealth Management Group1,758$161.7K0.11%
Riverview Trust Co1,582$147.8K0.11%
Continuum Advisory, LLC1,471$145.9K0.02%
Cornerstone Advisors, LLC1,400$130.8K0.01%
Quarry LP573$53.5K0.02%
Opal Wealth Advisors, LLC461$43.0K0.01%
Princeton Global Asset Management LLC350$32.7K0.01%
Rise Advisors, LLC291$27.2K0.01%
Your Advocates Ltd., LLP250$23.4K0.01%
Elequin Capital LP217$20.3K0.00%
New Covenant Trust Company, N.A.207$19.3K0.02%
Mma Asset Management LLC199$18.6K0.01%
Crewe Advisors LLC195$18.2K0.00%
Central Pacific Bank - Trust Division104$9.57K0.00%
St Germain D J Co Inc100$9.34K0.00%
Front Row Advisors LLC58$5.42K0.00%
Sugarloaf Wealth Management, LLC57$5.33K0.00%
Venturi Wealth Management, LLC52$4.86K0.00%
Peoples Bank50$4.67K0.00%
Redmont Wealth Advisors LLC46$4.30K0.01%
Westend Capital Management, LLC21$1.96K0.00%
Financial Synergies Wealth Advisors, Inc.19$1.78K0.00%
WR Wealth Planners, LLC14$1.31K0.00%
NVWM, LLC11$1.03K0.00%
Cornerstone Planning Group LLC9$8630.00%
Bartlett & Co. Wealth Management LLC7$6540.00%
Delos Wealth Advisors, LLC5$4680.00%
TD Capital Management LLC5$4670.00%

Sold out (61)

Institutions that held Welltower Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WELL in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Duff & Phelps Investment Management Co2,101,707$189.5M
Voloridge Investment Management, LLC287,944$26.0M
Capital Fund Management S.A.165,764$14.9M
Bridgewater Associates, LP142,217$12.8M
Pictet & Cie (Europe) SA78,156$7.05M
Cinctive Capital Management LP67,289$6.07M
South Dakota Investment Council57,289$5.17M
Cetera Advisor Networks LLC48,148$4.34M
Walleye Trading LLC22,257$2.01M
Formula Growth Ltd21,619$1.95M
Cetera Advisors LLC19,742$1.78M
UBS Oconnor LLC15,117$1.36M
Y-Intercept (Hong Kong) Ltd14,705$1.33M
Parallax Volatility Advisers, L.P.12,953$1.17M
Simplex Trading, LLC12,305$1.11M
FJ Investments, LLC10,877$980.8K
JLP Asset Management, LLC10,400$937.8K
USA Financial Portformulas Corp10,147$915.0K
AE Wealth Management LLC10,250$895.8K
FORA Capital, LLC8,352$753.1K
Graham Capital Management, L.P.7,797$703.1K
Weiss Asset Management LP6,179$557.2K
Kingswood Wealth Advisors, LLC6,095$549.6K
Landscape Capital Management, L.L.C.5,113$461.0K
Granite Bay Wealth Management, LLC4,740$406.0K
Quantitative Investment Management, LLC4,474$403.0K
BayBridge Capital Group, LLC3,982$366.1K
Corton Capital Inc.3,956$356.7K
Two Sigma Securities, LLC3,738$337.1K
Premier Path Wealth Partners, LLC3,694$333.1K
Wolverine Trading, LLC3,167$285.6K
Cascade Investment Advisors, Inc.2,815$253.8K
Hartline Investment Corp2,782$250.9K
IMPACTfolio, LLC2,749$247.9K
iA Global Asset Management Inc.2,620$236.0K
Weybosset Research & Management LLC2,600$234.4K
IFG Advisory, LLC2,477$223.4K
SeaCrest Wealth Management, LLC2,461$217.9K
Gratus Wealth Advisors, LLC2,413$217.6K
Hunter Associates Investment Management LLC2,400$217.0K
Morningstar Investment Services LLC2,344$214.0K
Wealthspire Advisors, LLC2,360$212.8K
Glassman Wealth Services2,306$207.9K
Northcape Wealth Management, LLC2,271$204.8K
Gateway Investment Advisers LLC2,252$203.1K
Advisor Resource Council2,229$201.0K
Emfo, LLC1,150$103.7K
West Tower Group, LLC1,053$94.9K
LM Advisors LLC690$62.2K
Focused Wealth Management, Inc593$53.4K
Turtle Creek Wealth Advisors, LLC545$49.1K
Smithfield Trust Co500$45.0K
First Foundation Advisors303$27.3K
Tennessee Valley Asset Management Partners241$21.7K
Maryland Capital Advisors Inc.177$16.0K
EdgeRock Capital LLC144$12.7K
Missouri Trust & Investment Co100$9.02K
Cape Investment Advisory, Inc.82$7.39K
Lee Financial Co35$3.16K
Long Island Wealth Management, Inc.21$2.00K
Ibex Wealth Advisors5$495

Not filed for Q1 2024 yet (8)

Institutions that held Welltower Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC10,761$970.3K
Fairfield Financial Advisors, LTD10,294$928.2K
Spouting Rock Asset Management, LLC3,000$270.5K
Tilt Investment Management Holdings, PBC2,268$204.5K
Desjardins Global Asset Management Inc.2,155$194.3K
Spartan Planning & Wealth Management692$62.4K
Strategic Investment Solutions, Inc.205$18.4K
Baystate Wealth Management LLC3$321