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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 3,000 | $280.0K | 0.06% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 3,001 | $280.4K | 0.19% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 3,017 | $281.9K | 0.01% | −2−0.1% | Reduced |
| Orion Capital Management LLC | 3,020 | $282.2K | 0.15% | −700−18.8% | Reduced |
| Atomi Financial Group, Inc. | 3,049 | $284.9K | 0.03% | +721+31.0% | Added |
| TrinityPoint Wealth, LLC | 3,101 | $289.8K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,164 | $295.6K | 0.02% | −1,150−26.7% | Reduced |
| Commerzbank Aktiengesellschaft | 3,190 | $299.0K | 0.01% | −2,640−45.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,210 | $299.9K | 0.01% | +177+5.8% | Added |
| Marcum Wealth, LLC | 3,211 | $300.1K | 0.03% | +387+13.7% | Added |
| Cetera Trust Company, N.A | 3,225 | $301.3K | 0.18% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,249 | $303.7K | 0.01% | +10+0.3% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $303.7K | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,251 | $303.8K | 0.01% | +562+20.9% | Added |
| Emergent Wealth Advisors, LLC | 3,251 | $303.8K | 0.26% | −1,911−37.0% | Reduced |
| Cambria Investment Management, L.P. | 3,251 | $303.8K | 0.02% | +399+14.0% | Added |
| Catalytic Wealth RIA, LLC | 3,256 | $304.2K | 0.06% | +51+1.6% | Added |
| Lindbrook Capital, LLC | 3,276 | $306.1K | 0.03% | +36+1.1% | Added |
| Baldwin Investment Management, LLC | 3,310 | $309.3K | 0.04% | +3,310 | New |
| Abbrea Capital, LLC | 3,317 | $310.0K | 0.04% | −966−22.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $310.0K | 0.23% | +151+4.8% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $311.3K | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,340 | $312.1K | 0.02% | +405+13.8% | Added |
| Koshinski Asset Management, Inc. | 3,345 | $312.6K | 0.03% | −763−18.6% | Reduced |
| CoreCap Advisors, LLC | 3,369 | $314.8K | 0.02% | +479+16.6% | Added |
| PDS Planning, Inc | 3,372 | $315.1K | 0.03% | +101+3.1% | Added |
| Bogart Wealth, LLC | 3,377 | $315.5K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,387 | $316.5K | 0.00% | +283+9.1% | Added |
| Stock Yards Bank & Trust Co | 3,390 | $316.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $317.4K | 0.05% | −3−0.1% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $318.3K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 3,416 | $319.1K | 0.03% | −88−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,423 | $319.8K | 0.04% | +14+0.4% | Added |
| Kapitalo Investimentos Ltda | 3,439 | $321.3K | 0.07% | −566−14.1% | Reduced |
| J.W. Cole Advisors, Inc. | 3,470 | $324.2K | 0.02% | +89+2.6% | Added |
| Clearstead Advisors, LLC | 3,299 | $328.1K | 0.02% | −35−1.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,602 | $331.3K | 0.20% | +507+16.4% | Added |
| Tectonic Advisors LLC | 3,556 | $332.3K | 0.03% | +329+10.2% | Added |
| Great Valley Advisor Group, Inc. | 3,572 | $333.5K | 0.01% | −15−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,595 | $336.9K | 0.01% | −14−0.4% | Reduced |
| Lake Street Financial LLC | 3,606 | $336.9K | 0.05% | −27−0.7% | Reduced |
| Whittier Trust Co | 3,656 | $341.6K | 0.00% | −2−0.1% | Reduced |
| Moors & Cabot, Inc. | 3,692 | $345.0K | 0.02% | −75−2.0% | Reduced |
| Harbour Investments, Inc. | 3,704 | $346.1K | 0.01% | +562+17.9% | Added |
| Dynamic Advisor Solutions LLC | 3,718 | $347.4K | 0.01% | +106+2.9% | Added |
| Evanson Asset Management, LLC | 3,751 | $350.5K | 0.03% | +11+0.3% | Added |
| Flputnam Investment Management Co | 3,784 | $353.6K | 0.01% | +16+0.4% | Added |
| Convergence Investment Partners, LLC | 3,842 | $359.0K | 0.14% | +1,127+41.5% | Added |
| Wendell David Associates Inc | 3,850 | $360.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 3,864 | $361.1K | 0.03% | +3,864 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,900 | $362.6K | 0.00% | −1,898−32.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,884 | $362.9K | 0.15% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 3,663 | $364.1K | 4.31% | −151−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 3,935 | $367.7K | 0.02% | +89+2.3% | Added |
| Diversified Trust Co | 3,955 | $369.6K | 0.01% | −1,761−30.8% | Reduced |
| Buckingham Strategic Partners | 3,958 | $369.8K | 0.01% | −119−2.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $370.2K | 0.15% | 00.0% | Unchanged |
| LCNB Corp | 3,973 | $371.2K | 0.13% | −50−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,978 | $371.7K | 0.06% | −60−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,105 | $383.6K | 0.03% | +27+0.7% | Added |
| Bessemer Group Inc | 4,113 | $384.0K | 0.00% | +764+22.8% | Added |
| LifePlan Financial, LLC | 4,122 | $385.2K | 0.35% | −180−4.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,125 | $385.4K | 0.08% | −75−1.8% | Reduced |
| Principal Securities, Inc. | 4,141 | $386.9K | 0.01% | +127+3.2% | Added |
| Glenview Trust Co | 4,162 | $388.9K | 0.01% | −377−8.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,163 | $389.0K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,166 | $389.3K | 0.14% | +6+0.1% | Added |
| Financial Counselors Inc | 4,198 | $392.3K | 0.01% | −1,106−20.9% | Reduced |
| Apollon Wealth Management, LLC | 4,224 | $394.7K | 0.01% | −63−1.5% | Reduced |
| First American Trust, FSB | 4,234 | $395.6K | 0.04% | +25+0.6% | Added |
| Prudent Man Advisors, LLC | 4,263 | $398.3K | 0.15% | −335−7.3% | Reduced |
| HGI Capital Management, LLC | 4,269 | $398.9K | 0.43% | −386−8.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,286 | $400.5K | 0.01% | −1,186−21.7% | Reduced |
| Carmel Capital Partners, LLC | 4,292 | $401.0K | 0.17% | +414+10.7% | Added |
| SpiderRock Advisors, LLC | 4,382 | $404.5K | 0.01% | +4,382 | New |
| Syon Capital LLC | 4,336 | $405.1K | 0.04% | +151+3.6% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $410.9K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,408 | $411.9K | 0.00% | +4,408 | New |
| GAMMA Investing LLC | 4,408 | $411.9K | 0.08% | +498+12.7% | Added |
| Nomura Holdings Inc | 4,418 | $412.8K | 0.00% | −93,803−95.5% | Reduced |
| Wedbush Securities Inc | 4,416 | $413.0K | 0.02% | +1,889+74.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $416.5K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,461 | $416.8K | 0.11% | +76+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 4,561 | $426.0K | 0.05% | +4,561 | New |
| Legacy Wealth Asset Management, LLC | 4,579 | $427.9K | 0.12% | +86+1.9% | Added |
| Southland Equity Partners LLC | 4,612 | $431.0K | 0.12% | +230+5.2% | Added |
| Strategy Asset Managers LLC | 4,630 | $432.6K | 0.09% | +4,630 | New |
| Monument Capital Management | 4,671 | $436.5K | 0.13% | −201−4.1% | Reduced |
| Ostrum Asset Management | 4,681 | $437.4K | 0.03% | +410+9.6% | Added |
| Associated Banc-Corp | 4,703 | $439.4K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,703 | $439.5K | 0.05% | +70+1.5% | Added |
| Ellevest, Inc. | 4,726 | $441.6K | 0.03% | +144+3.1% | Added |
| Boston Private Wealth LLC | 4,730 | $442.0K | 0.01% | −433−8.4% | Reduced |
| CWM Advisors, LLC | 4,745 | $443.4K | 0.05% | −152−3.1% | Reduced |
| Ballentine Partners, LLC | 4,818 | $450.2K | 0.01% | −72−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 4,824 | $450.7K | 0.03% | +587+13.9% | Added |
| Cypress Capital Group | 4,836 | $451.9K | 0.05% | +240+5.2% | Added |
| Investment Advisory Group, LLC | 4,846 | $452.8K | 0.19% | −112−2.3% | Reduced |
| Tower Bridge Advisors | 4,850 | $453.2K | 0.05% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,869 | $455.0K | 0.13% | +723+17.4% | Added |