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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
Hanson & Doremus Investment Management1,500$140.0K0.02%00.0%Unchanged
Continuum Advisory, LLC1,471$145.9K0.02%+1,471New
Riverview Trust Co1,582$147.8K0.11%+1,582New
Harbor Investment Advisory, LLC1,596$149.1K0.02%00.0%Unchanged
Spire Wealth Management1,697$158.6K0.00%+27+1.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,700$158.8K0.07%+520+44.1%Added
Pineridge Advisors LLC1,714$160.2K0.06%+69+4.2%Added
Colonial Trust Advisors1,721$160.8K0.02%−26−1.5%Reduced
Bullock Wealth Management Group1,758$161.7K0.11%+1,758New
Massmutual Trust Co FSB1,740$162.6K0.01%+101+6.2%Added
Ninepoint Partners LP1,816$169.7K0.02%00.0%Unchanged
Assetmark, Inc1,858$173.6K0.00%+66+3.7%Added
Mather Group, LLC.1,945$175.4K0.00%+1,945New
EverSource Wealth Advisors, LLC1,865$177.7K0.01%+394+26.8%Added
Motco1,913$178.8K0.01%−40−2.0%Reduced
SYSTM Wealth Solutions LLC1,946$181.8K0.02%−163−7.7%Reduced
CIBC Private Wealth Group, LLC1,994$183.4K0.00%−291−12.7%Reduced
Allworth Financial LP1,983$185.3K0.00%+273+16.0%Added
Farther Finance Advisors, LLC2,038$187.4K0.01%+39+2.0%Added
Baltimore-Washington Financial Advisors, Inc.2,157$201.6K0.01%−1,197−35.7%Reduced
Synovus Financial Corp2,157$202.3K0.00%+2,157New
Balentine LLC2,173$203.1K0.01%+2,173New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,175$203.2K0.01%−61−2.7%Reduced
Strategic Blueprint, LLC2,176$203.3K0.01%+2,176New
Abn Amro Investment Solutions2,180$203.7K0.00%+2,180New
Jacobi Capital Management LLC2,194$205.0K0.02%+2,194New
Sit Investment Associates Inc2,195$205.0K0.00%+2,195New
InterOcean Capital Group, LLC2,203$205.8K0.00%−218−9.0%Reduced
Blue Fin Capital, Inc.2,210$206.5K0.05%+2,210New
Pflug Koory, LLC2,215$207.0K0.10%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,246$209.9K0.00%−200−8.2%Reduced
Cutler Group LP2,253$210.0K0.11%+2,253New
Mystic Asset Management, Inc.2,265$211.6K0.09%+2,265New
Essex Financial Services, Inc.2,282$213.2K0.02%+2,282New
Titleist Asset Management, LLC2,293$214.2K0.04%+15+0.7%Added
MTM Investment Management, LLC2,300$214.9K0.09%00.0%Unchanged
Planned Solutions, Inc.2,307$215.6K0.11%00.0%Unchanged
Armor Investment Advisors, LLC2,308$215.7K0.10%−285−11.0%Reduced
Schneider Downs Wealth Management Advisors, LP2,310$215.8K0.05%00.0%Unchanged
Legacy Financial Advisors, Inc.2,311$215.9K0.04%+2,311New
Rehmann Capital Advisory Group2,313$216.1K0.02%−134−5.5%Reduced
Moloney Securities Asset Management, LLC2,341$218.7K0.03%−35−1.5%Reduced
Sound View Wealth Advisors Group, LLC2,376$222.0K0.02%00.0%Unchanged
Whalerock Point Partners, LLC2,389$223.2K0.06%−1,000−29.5%Reduced
Angeles Investment Advisors, LLC2,394$223.7K0.01%+72+3.1%Added
Clifford Swan Investment Counsel LLC2,406$224.8K0.01%00.0%Unchanged
Mutual Advisors, LLC2,414$225.6K0.01%−75−3.0%Reduced
Cambiar Investors LLC2,438$227.8K0.01%−1,532−38.6%Reduced
Benjamin F. Edwards & Company, Inc.2,443$228.0K0.00%−603−19.8%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$229.4K0.06%00.0%Unchanged
Pitcairn Co2,462$230.0K0.01%+2,462New
Fiduciary Trust Co2,490$232.7K0.00%00.0%Unchanged
Mosaic Family Wealth Partners, LLC2,500$233.6K0.04%00.0%Unchanged
180 Wealth Advisors, LLC2,506$234.2K0.04%+2,506New
Hudock, Inc.2,513$234.8K0.05%+7+0.3%Added
Edgestream Partners, L.P.2,539$237.2K0.01%−686−21.3%Reduced
Wharton Business Group, LLC2,555$239.0K0.01%00.0%Unchanged
Bokf, NA2,618$240.8K0.00%−88−3.3%Reduced
Nilsine Partners, LLC2,585$241.5K0.03%−309−10.7%Reduced
NBW Capital LLC2,590$242.0K0.05%+2,590New
Register Financial Advisors LLC2,600$242.9K0.13%00.0%Unchanged
Summit Trail Advisors, LLC2,611$244.0K0.01%−96−3.5%Reduced
Painted Porch Advisors LLC2,623$245.1K0.15%00.0%Unchanged
Evergreen Capital Management LLC2,640$246.7K0.01%+20+0.8%Added
Balboa Wealth Partners2,642$246.9K0.08%−204−7.2%Reduced
Horizon Wealth Management, LLC2,643$246.9K0.06%+48+1.8%Added
Safeguard Investment Advisory Group, LLC2,643$247.0K0.08%+18+0.7%Added
Warwick Investment Management, Inc.2,646$247.2K0.06%+185+7.5%Added
Bowman & Co S.C.2,665$249.0K0.15%00.0%Unchanged
Sage Mountain Advisors LLC2,667$249.2K0.03%+125+4.9%Added
Wiley Bros.-Aintree Capital, LLC2,671$249.6K0.03%+2,671New
Caldwell Sutter Capital, Inc.2,685$250.9K0.12%+270+11.2%Added
Aptus Capital Advisors, LLC2,686$251.0K0.01%+394+17.2%Added
Graypoint LLC2,687$251.1K0.02%+122+4.8%Added
Sigma Planning Corp2,694$251.8K0.01%+2,694New
TownSquare Capital, LLC2,717$253.9K0.00%+307+12.7%Added
Sentry Investment Management LLC2,720$254.0K0.10%00.0%Unchanged
Versor Investments LP2,747$256.7K0.05%+2,747New
Fortitude Advisory Group L.L.C.2,757$257.6K0.15%−456−14.2%Reduced
AlphaMark Advisors, LLC2,759$258.0K0.09%−580−17.4%Reduced
River Street Advisors LLC2,781$259.9K0.18%+81+3.0%Added
Barnes Pettey Financial Advisors, LLC2,802$261.8K0.23%00.0%Unchanged
Equitable Holdings, Inc.2,812$262.8K0.00%−504−15.2%Reduced
Group One Trading, L.P.2,847$266.0K0.01%+2,847New
Ashton Thomas Private Wealth, LLC2,851$266.4K0.02%−301−9.5%Reduced
Summit Global Investments2,868$268.0K0.02%−1,198−29.5%Reduced
HBK Sorce Advisory LLC2,871$268.3K0.01%+124+4.5%Added
CX Institutional2,882$269.3K0.01%+12+0.4%Added
Smartleaf Asset Management LLC2,902$269.3K0.05%+707+32.2%Added
Keel Point, LLC2,886$269.7K0.03%−67−2.3%Reduced
Shelton Capital Management2,892$270.2K0.01%−300−9.4%Reduced
True North Advisors, LLC2,900$271.0K0.07%−11−0.4%Reduced
Cipher Capital LP2,906$271.5K0.13%+2,906New
Financial Advocates Investment Management2,906$271.6K0.02%+12+0.4%Added
Brighton Jones LLC2,928$273.6K0.01%+30+1.0%Added
Keystone Financial Group2,946$275.3K0.04%+265+9.9%Added
Dearborn Partners LLC2,954$276.0K0.01%−225−7.1%Reduced
Parallel Advisors, LLC2,959$276.5K0.01%+400+15.6%Added
Conning Inc.2,970$277.5K0.01%+175+6.3%Added
Clarius Group, LLC2,977$278.2K0.02%−509−14.6%Reduced