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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 216 | $20.2K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 217 | $20.3K | 0.00% | +217 | New |
| Operose Advisors LLC | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 226 | $21.1K | 0.01% | +35+18.3% | Added |
| Boyd Watterson Asset Management LLC | 228 | $21.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $21.6K | 0.00% | −194−45.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 250 | $23.4K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 250 | $23.4K | 0.01% | +250 | New |
| Winch Advisory Services, LLC | 253 | $23.6K | 0.01% | +2+0.8% | Added |
| Covestor Ltd | 262 | $25.0K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $25.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 270 | $25.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 284 | $26.5K | 0.01% | −6−2.1% | Reduced |
| Rise Advisors, LLC | 291 | $27.2K | 0.01% | +291 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $28.0K | 0.01% | −200−40.0% | Reduced |
| JNBA Financial Advisors | 300 | $28.1K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $29.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 329 | $30.7K | 0.00% | +254+338.7% | Added |
| Piscataqua Savings Bank | 338 | $31.6K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 343 | $32.0K | 0.01% | −260−43.1% | Reduced |
| Bruce G. Allen Investments, LLC | 343 | $32.0K | 0.03% | +61+21.6% | Added |
| Silvant Capital Management LLC | 348 | $32.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $32.7K | 0.01% | +350 | New |
| Sunbelt Securities, Inc. | 353 | $33.0K | 0.00% | +3+0.9% | Added |
| Ronald Blue Trust, Inc. | 353 | $33.0K | 0.00% | −716−67.0% | Reduced |
| Asset Dedication, LLC | 351 | $33.0K | 0.00% | +115+48.7% | Added |
| Scarborough Advisors, LLC | 391 | $36.6K | 0.02% | +2+0.5% | Added |
| Atlas Capital Advisors LLC | 394 | $36.8K | 0.01% | −45−10.3% | Reduced |
| Larson Financial Group LLC | 400 | $37.4K | 0.00% | −700−63.6% | Reduced |
| Compass Wealth Management LLC | 400 | $37.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 411 | $38.4K | 0.00% | −12−2.8% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $42.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 456 | $42.6K | 0.02% | +3+0.7% | Added |
| Opal Wealth Advisors, LLC | 461 | $43.0K | 0.01% | +461 | New |
| HM Payson & Co | 500 | $46.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $46.7K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $46.7K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 504 | $47.1K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 509 | $47.6K | 0.00% | +334+190.9% | Added |
| Rational Advisors LLC | 524 | $49.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 528 | $49.3K | 0.00% | +4+0.8% | Added |
| Colonial Trust Co | 531 | $49.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 560 | $52.3K | 0.01% | +5+0.9% | Added |
| Deseret Mutual Benefit Administrators | 566 | $52.9K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 568 | $53.1K | 0.00% | −187−24.8% | Reduced |
| Quarry LP | 573 | $53.5K | 0.02% | +573 | New |
| MeadowBrook Investment Advisors LLC | 574 | $53.6K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 592 | $55.3K | 0.01% | −842−58.7% | Reduced |
| Geneos Wealth Management Inc. | 600 | $56.1K | 0.00% | +1+0.2% | Added |
| Caldwell Trust Co | 610 | $57.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 625 | $58.5K | 0.00% | +502+408.1% | Added |
| Wiser Advisor Group LLC | 635 | $59.4K | 0.09% | +3+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 670 | $62.6K | 0.02% | −66−9.0% | Reduced |
| GHP Investment Advisors, Inc. | 679 | $63.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $65.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $65.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 715 | $66.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $69.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 750 | $70.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 753 | $70.4K | 0.00% | +62+9.0% | Added |
| Sachetta, LLC | 786 | $70.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 759 | $70.9K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 769 | $71.0K | 0.00% | −3,700−82.8% | Reduced |
| First United Bank Trust | 800 | $74.8K | 0.03% | −90−10.1% | Reduced |
| Private Trust Co NA | 808 | $75.5K | 0.01% | −17−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 818 | $76.5K | 0.03% | −131−13.8% | Reduced |
| Valley National Advisers Inc | 840 | $78.0K | 0.01% | −85−9.2% | Reduced |
| North Star Investment Management Corp. | 849 | $79.3K | 0.01% | +333+64.5% | Added |
| Washington Trust Co | 850 | $79.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 850 | $79.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $81.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 876 | $81.8K | 0.02% | +57+7.0% | Added |
| Optimum Investment Advisors | 911 | $85.1K | 0.04% | +1+0.1% | Added |
| Bollard Group LLC | 929 | $87.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 948 | $88.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 962 | $89.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $93.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,028 | $96.0K | 0.00% | +94+10.1% | Added |
| Paradigm Asset Management Co LLC | 1,038 | $97.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,058 | $99.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,070 | $100.0K | 0.01% | +7+0.7% | Added |
| Arcadia Investment Management Corp | 1,101 | $102.9K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,121 | $104.8K | 0.07% | +258+29.9% | Added |
| Capital Analysts, LLC | 1,132 | $106.0K | 0.00% | +2+0.2% | Added |
| ICA Group Wealth Management, LLC | 1,149 | $107.4K | 0.02% | +37+3.3% | Added |
| Zions Bancorporation, N.A. | 1,179 | $110.2K | 0.01% | −26−2.2% | Reduced |
| Westside Investment Management, Inc. | 1,200 | $110.7K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,188 | $111.0K | 0.01% | +20+1.7% | Added |
| Key Financial Inc | 1,226 | $114.6K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,261 | $114.7K | 0.00% | −9−0.7% | Reduced |
| TCTC Holdings, LLC | 1,262 | $117.9K | 0.00% | 00.0% | Unchanged |
| Mirova | 1,283 | $119.9K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $121.5K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,345 | $125.7K | 0.02% | −420−23.8% | Reduced |
| Beacon Capital Management, LLC | 1,347 | $125.9K | 0.03% | +470+53.6% | Added |
| SJS Investment Consulting Inc. | 1,356 | $126.7K | 0.03% | +183+15.6% | Added |
| MV Capital Management, Inc. | 1,368 | $127.8K | 0.01% | −2−0.1% | Reduced |
| Aspire Private Capital, LLC | 1,373 | $128.3K | 0.03% | +3+0.2% | Added |
| Cornerstone Advisors, LLC | 1,400 | $130.8K | 0.01% | +1,400 | New |
| TD Private Client Wealth LLC | 1,453 | $135.8K | 0.00% | +75+5.4% | Added |