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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 4,924 | $456.4K | 0.00% | +3,621+277.9% | Added |
| Drake & Associates, LLC | 4,944 | $462.0K | 0.17% | −20.0% | Reduced |
| Integrated Advisors Network LLC | 4,951 | $462.7K | 0.02% | +108+2.2% | Added |
| LRI Investments, LLC | 4,953 | $462.8K | 0.12% | +4,953 | New |
| Texas Yale Capital Corp. | 5,028 | $469.8K | 0.02% | +134+2.7% | Added |
| IHT Wealth Management, LLC | 5,041 | $471.1K | 0.02% | −56−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,047 | $471.7K | 0.01% | +19+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 5,057 | $472.5K | 0.06% | −145−2.8% | Reduced |
| Good Life Advisors, LLC | 5,058 | $472.6K | 0.04% | +10+0.2% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $472.8K | 0.37% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,156 | $474.4K | 0.03% | +123+2.4% | Added |
| Retirement Guys Formula LLC | 5,087 | $475.4K | 0.23% | +5,087 | New |
| LongView Wealth Management | 5,116 | $478.1K | 0.19% | +104+2.1% | Added |
| Nations Financial Group Inc, | 5,143 | $480.6K | 0.04% | −10−0.2% | Reduced |
| Benjamin Edwards Inc | 5,246 | $490.0K | 0.10% | −49−0.9% | Reduced |
| Sara-Bay Financial | 5,352 | $492.3K | 0.22% | +183+3.5% | Added |
| CAPROCK Group, Inc. | 5,276 | $493.0K | 0.03% | −272−4.9% | Reduced |
| Alethea Capital Management, LLC | 5,296 | $494.9K | 0.40% | +5,296 | New |
| MQS Management LLC | 5,449 | $509.2K | 0.29% | +1,803+49.5% | Added |
| HF Advisory Group, LLC | 5,486 | $512.6K | 0.29% | +340+6.6% | Added |
| Lumbard & Kellner, LLC | 5,496 | $513.5K | 0.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,559 | $519.4K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,568 | $520.3K | 0.02% | −5,292−48.7% | Reduced |
| Harvest Fund Management Co., Ltd | 5,589 | $522.0K | 0.05% | +3,522+170.4% | Added |
| Exchange Traded Concepts, LLC | 5,587 | $522.0K | 0.01% | −260−4.4% | Reduced |
| Huntington National Bank | 5,602 | $523.5K | 0.00% | +538+10.6% | Added |
| Retirement Planning Co of New England, Inc. | 5,612 | $524.4K | 0.29% | −486−8.0% | Reduced |
| Capula Management Ltd | 5,627 | $525.8K | 0.02% | +5,627 | New |
| Bailard, Inc. | 5,699 | $532.5K | 0.01% | −221−3.7% | Reduced |
| Hendershot Investments Inc. | 5,742 | $536.5K | 0.08% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,747 | $537.0K | 0.01% | −102,456−94.7% | Reduced |
| NorthRock Partners, LLC | 5,761 | $538.3K | 0.02% | +127+2.3% | Added |
| Alyeska Investment Group, L.P. | 5,790 | $541.0K | 0.00% | −50,415−89.7% | Reduced |
| Davy Global Fund Management Ltd | 5,804 | $542.3K | 0.06% | +5,804 | New |
| Cullinan Associates Inc | 5,810 | $542.9K | 0.03% | +5,810 | New |
| Johnson Investment Counsel Inc | 5,824 | $544.2K | 0.01% | +51+0.9% | Added |
| Panoramic Investment Advisors, LLC | 5,825 | $544.3K | 0.40% | −400−6.4% | Reduced |
| Proequities, Inc. | 5,839 | $545.6K | 0.04% | −49−0.8% | Reduced |
| Cigna Investments Inc | 5,857 | $547.0K | 0.10% | +167+2.9% | Added |
| Virtu Financial LLC | 5,867 | $548.0K | 0.04% | +5,867 | New |
| Siemens Fonds Invest GmbH | 5,878 | $549.2K | 0.04% | +83+1.4% | Added |
| HB Wealth Management, LLC | 5,913 | $552.5K | 0.01% | +292+5.2% | Added |
| Dudley Capital Management, LLC | 6,075 | $558.8K | 0.33% | −75−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,987 | $559.4K | 0.02% | −187−3.0% | Reduced |
| Westwood Holdings Group Inc. | 6,000 | $561.0K | 0.00% | −3,000−33.3% | Reduced |
| Values First Advisors, Inc. | 6,010 | $561.5K | 0.33% | +253+4.4% | Added |
| Glenmede Trust Co NA | 6,011 | $561.7K | 0.00% | +527+9.6% | Added |
| Azzad Asset Management Inc | 6,079 | $568.1K | 0.07% | +52+0.9% | Added |
| Change Path, LLC | 6,121 | $572.0K | 0.02% | +729+13.5% | Added |
| Ameritas Advisory Services, LLC | 6,229 | $588.0K | 0.02% | +2,879+85.9% | Added |
| Ingalls & Snyder LLC | 6,326 | $591.0K | 0.03% | −150−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,352 | $593.5K | 0.01% | +227+3.7% | Added |
| Davenport & Co LLC | 6,405 | $598.4K | 0.00% | +875+15.8% | Added |
| Summit Financial Group Inc | 6,465 | $604.1K | 0.21% | −500−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,483 | $605.8K | 0.01% | −1,454−18.3% | Reduced |
| Madden Advisory Services, Inc. | 6,506 | $607.9K | 0.32% | −117−1.8% | Reduced |
| Magnetar Financial LLC | 6,551 | $612.1K | 0.01% | −35,964−84.6% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $613.9K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 6,682 | $624.4K | 0.01% | −164−2.4% | Reduced |
| GTS Securities LLC | 6,701 | $626.1K | 0.02% | −8,039−54.5% | Reduced |
| Prestige Wealth Management Group LLC | 6,732 | $629.0K | 0.14% | +6,650+8,109.8% | Added |
| Vestmark Advisory Solutions, Inc. | 6,753 | $631.0K | 0.03% | −303−4.3% | Reduced |
| Inceptionr LLC | 6,798 | $635.2K | 0.16% | +6,798 | New |
| Fulcrum Capital LLC | 6,836 | $638.8K | 0.15% | +155+2.3% | Added |
| Pacific Sun Financial Corp | 6,888 | $643.6K | 0.37% | 00.0% | Unchanged |
| Atom Investors LP | 6,921 | $646.7K | 0.08% | +2,862+70.5% | Added |
| Dakota Wealth Management | 6,925 | $647.1K | 0.02% | +1,367+24.6% | Added |
| Richwood Investment Advisors, LLC | 6,932 | $647.8K | 0.58% | −288−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 6,990 | $653.1K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,015 | $655.5K | 0.01% | −2,730−28.0% | Reduced |
| Quest Partners LLC | 7,023 | $656.2K | 0.11% | +7,023 | New |
| Arkadios Wealth Advisors | 7,044 | $658.2K | 0.05% | −34−0.5% | Reduced |
| Monetary Management Group Inc | 7,225 | $675.1K | 0.19% | −350−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 7,257 | $678.0K | 0.03% | −424−5.5% | Reduced |
| Empowered Funds, LLC | 7,365 | $688.2K | 0.01% | +1,901+34.8% | Added |
| Global Retirement Partners, LLC | 7,467 | $697.7K | 0.03% | −379−4.8% | Reduced |
| Machina Capital S.A.S. | 7,482 | $699.1K | 0.37% | +7,482 | New |
| We Are One Seven, LLC | 7,511 | $701.9K | 0.04% | −163−2.1% | Reduced |
| Dodds Wealth, LLC | 7,529 | $703.5K | 0.29% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,543 | $704.9K | 0.28% | −349−4.4% | Reduced |
| Gold Investment Management Ltd. | 7,546 | $705.1K | 0.28% | −9−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 7,674 | $717.1K | 0.01% | −2,015−20.8% | Reduced |
| Lincoln National Corp | 7,707 | $720.1K | 0.01% | −300−3.7% | Reduced |
| MBB Public Markets I LLC | 7,766 | $725.7K | 0.05% | +7,766 | New |
| Quadrant Capital Group LLC | 7,810 | $729.8K | 0.06% | −137−1.7% | Reduced |
| Savant Capital, LLC | 7,839 | $732.5K | 0.01% | +599+8.3% | Added |
| Federated Hermes, Inc. | 7,867 | $735.1K | 0.00% | −1,379−14.9% | Reduced |
| Greenleaf Trust | 7,906 | $738.7K | 0.01% | −129−1.6% | Reduced |
| Prospera Financial Services Inc | 7,941 | $742.6K | 0.02% | −390−4.7% | Reduced |
| Horizon Investments, LLC | 8,015 | $744.4K | 0.02% | +284+3.7% | Added |
| Level Four Advisory Services, LLC | 8,381 | $755.7K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,110 | $757.8K | 0.02% | −57−0.7% | Reduced |
| Jones Financial Companies LLLP | 8,157 | $762.2K | 0.00% | +2,501+44.2% | Added |
| Coldstream Capital Management Inc | 8,170 | $763.4K | 0.02% | +223+2.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,198 | $766.0K | 0.03% | +316+4.0% | Added |
| Quadrature Capital Ltd | 8,228 | $768.2K | 0.01% | +8,228 | New |
| Penserra Capital Management LLC | 8,262 | $770.0K | 0.01% | −2,442−22.8% | Reduced |
| Ofi Invest Asset Management | 8,947 | $774.1K | 0.02% | −719−7.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 8,345 | $780.0K | 0.37% | −1,586−16.0% | Reduced |
| Profund Advisors LLC | 8,348 | $780.0K | 0.03% | −1,512−15.3% | Reduced |