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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, Q1 2024

Institutional positions in Welltower Inc. as of Mar 31, 2024. 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
963
+36 vs. Q4 2023
Shares held
563.4M
+24.9M (+4.6%) vs. Q4 2023
Total value
$52.6B
+$4.08B (+8.4%) vs. Q4 2023
New holders
97
393 more added
Sold out
61
314 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 963 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 heldQ1 2024: $52.6B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2023.

Institutions holding WELL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BBJS Financial Advisors, LLC1$1380.00%00.0%Unchanged
TD Capital Management LLC5$4670.00%+5New
Delos Wealth Advisors, LLC5$4680.00%+5New
Global Financial Private Client, LLC6$5520.00%00.0%Unchanged
ClariVest Asset Management LLC6$5570.00%00.0%Unchanged
Johnson Financial Group, Inc.6$5610.00%00.0%Unchanged
Caitlin John, LLC6$5710.00%−1−14.3%Reduced
Versant Capital Management, Inc7$6540.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7$6540.00%+7New
Cornerstone Planning Group LLC9$8630.00%+9New
RFP Financial Group LLC9$8820.00%00.0%Unchanged
Anchor Investment Management, LLC10$9340.00%−240−96.0%Reduced
Highline Wealth Partners LLC10$9340.00%00.0%Unchanged
Aspect Partners, LLC11$1.03K0.00%−9−45.0%Reduced
NVWM, LLC11$1.03K0.00%+11New
Core Alternative Capital14$1.31K0.00%−162−92.0%Reduced
WR Wealth Planners, LLC14$1.31K0.00%+14New
Trifecta Capital Advisors, LLC15$1.40K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC17$1.59K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.19$1.78K0.00%+19New
Private Wealth Management Group, LLC20$1.87K0.00%00.0%Unchanged
Westend Capital Management, LLC21$1.96K0.00%+21New
Horizon Bancorp Inc26$2.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$2.06K0.00%00.0%Unchanged
Tidemark, LLC22$2.06K0.00%00.0%Unchanged
TFC Financial Management26$2.44K0.00%+4+18.2%Added
Castleview Partners, LLC30$2.80K0.00%−470−94.0%Reduced
Planning Capital Management Corp31$2.90K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)27$3.00K0.03%−42−60.9%Reduced
Sofos Investments, Inc.34$3.16K0.00%+26+325.0%Added
New England Capital Financial Advisors LLC34$3.18K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$3.18K0.00%+5+17.2%Added
Frank, Rimerman Advisors LLC35$3.27K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC37$3.52K0.00%−361−90.7%Reduced
Redmont Wealth Advisors LLC46$4.30K0.01%+46New
Fortis Group Advisors, LLC50$4.67K0.00%−50−50.0%Reduced
Providence Capital Advisors, LLC50$4.67K0.00%00.0%Unchanged
Peoples Bank50$4.67K0.00%+50New
Venturi Wealth Management, LLC52$4.86K0.00%+52New
Sugarloaf Wealth Management, LLC57$5.33K0.00%+57New
Birchbrook, Inc.57$5.34K0.00%00.0%Unchanged
Front Row Advisors LLC58$5.42K0.00%+58New
Semmax Financial Advisors Inc.55$5.50K0.00%−7−11.3%Reduced
Avion Wealth56$6.00K0.00%+22+64.7%Added
Dunhill Financial, LLC68$6.35K0.00%+7+11.5%Added
Robinswood Financial LLC72$6.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$6.82K0.00%00.0%Unchanged
Headlands Technologies LLC78$7.29K0.00%−104−57.1%Reduced
Red Tortoise LLC81$7.57K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$7.76K0.00%00.0%Unchanged
NewSquare Capital LLC88$8.22K0.00%00.0%Unchanged
Delta Asset Management LLC100$9.34K0.00%00.0%Unchanged
Barrett & Company, Inc.100$9.34K0.00%00.0%Unchanged
Logan Capital Management Inc100$9.34K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$9.34K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$9.34K0.00%00.0%Unchanged
St Germain D J Co Inc100$9.34K0.00%+100New
Central Pacific Bank - Trust Division104$9.57K0.00%+104New
Tucker Asset Management LLC106$9.90K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$10.0K0.00%00.0%Unchanged
Abound Wealth Management112$10.4K0.00%+6+5.7%Added
Oliver Lagore Vanvalin Investment Group115$10.7K0.00%−138−54.5%Reduced
Wolff Wiese Magana LLC128$12.0K0.01%00.0%Unchanged
Arlington Trust Co LLC131$12.2K0.00%−43−24.7%Reduced
Center for Financial Planning, Inc.133$12.4K0.00%00.0%Unchanged
Raleigh Capital Management Inc.135$12.6K0.01%−135−50.0%Reduced
M&R Capital Management Inc135$12.6K0.00%00.0%Unchanged
West Paces Advisors Inc.135$12.6K0.00%00.0%Unchanged
Albion Financial Group135$12.6K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$12.8K0.00%−5−3.5%Reduced
Provenance Wealth Advisors, LLC139$13.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.136$13.0K0.00%−40−22.7%Reduced
Hazlett, Burt & Watson, Inc.142$13.0K0.01%00.0%Unchanged
NBT Bank N A140$13.1K0.00%00.0%Unchanged
Concord Wealth Partners140$13.1K0.00%00.0%Unchanged
Burkett Financial Services, LLC142$13.3K0.01%+1+0.7%Added
Cambridge Trust Co150$14.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co151$14.1K0.00%−133−46.8%Reduced
Park Place Capital Corp151$14.1K0.01%+2+1.3%Added
FinTrust Capital Advisors, LLC157$14.7K0.00%−185−54.1%Reduced
Capital Advisors, Ltd. LLC157$15.0K0.00%+9+6.1%Added
Trust Co of Vermont164$15.3K0.00%+63+62.4%Added
Atlantic Edge Private Wealth Management, LLC166$15.5K0.01%00.0%Unchanged
Bellevue Asset Management, LLC167$15.6K0.01%+1+0.6%Added
JJJ Advisors Inc.168$15.7K0.00%00.0%Unchanged
Sittner & Nelson, LLC171$16.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC168$16.0K0.00%−5−2.9%Reduced
JFS Wealth Advisors, LLC177$16.5K0.00%+157+785.0%Added
Bank of New Hampshire182$17.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC184$17.2K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc192$17.3K0.00%00.0%Unchanged
Crewe Advisors LLC195$18.2K0.00%+195New
Mma Asset Management LLC199$18.6K0.01%+199New
Global Trust Asset Management, LLC200$18.7K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$18.7K0.01%00.0%Unchanged
Broadwater Capital Management LLC200$18.7K0.01%00.0%Unchanged
PSI Advisors, LLC203$19.0K0.01%00.0%Unchanged
New Covenant Trust Company, N.A.207$19.3K0.02%+207New
EntryPoint Capital, LLC210$19.6K0.02%−72−25.5%Reduced
Hollencrest Capital Management215$20.1K0.00%00.0%Unchanged