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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 8,350 | $780.2K | 0.07% | −150−1.8% | Reduced |
| Wetherby Asset Management Inc | 8,396 | $784.5K | 0.04% | −206−2.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,443 | $789.0K | 0.19% | −24−0.3% | Reduced |
| Schnieders Capital Management LLC | 8,496 | $793.9K | 0.16% | −100−1.2% | Reduced |
| Lazard Asset Management LLC | 8,523 | $795.0K | 0.00% | +2,591+43.7% | Added |
| Meeder Advisory Services, Inc. | 8,668 | $809.9K | 0.08% | +707+8.9% | Added |
| Tobam | 8,736 | $816.0K | 0.07% | −1,703−16.3% | Reduced |
| GWM Advisors LLC | 8,793 | $821.6K | 0.01% | −1,733−16.5% | Reduced |
| Investment Management Corp of Ontario | 8,916 | $833.1K | 0.02% | −3,200−26.4% | Reduced |
| Busey Wealth Management | 9,035 | $844.2K | 0.03% | −722−7.4% | Reduced |
| Trueblood Wealth Management, LLC | 9,061 | $846.6K | 0.48% | +109+1.2% | Added |
| Signaturefd, LLC | 9,108 | $851.1K | 0.02% | +577+6.8% | Added |
| Checchi Capital Advisers, LLC | 9,119 | $852.1K | 0.07% | +500+5.8% | Added |
| Red Cedar Investment Management, LLC | 9,144 | $854.4K | 0.11% | +9,144 | New |
| HighPoint Advisor Group LLC | 8,719 | $867.0K | 0.06% | +148+1.7% | Added |
| Lido Advisors, LLC | 9,332 | $872.0K | 0.01% | +23+0.2% | Added |
| Buckingham Capital Management, Inc. | 9,540 | $891.4K | 0.11% | +9,540 | New |
| Jeppson Wealth Management, LLC | 9,628 | $899.6K | 0.35% | −25−0.3% | Reduced |
| Man Group plc | 9,699 | $906.3K | 0.00% | +9,699 | New |
| Panagora Asset Management Inc | 9,779 | $913.8K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 9,978 | $932.0K | 0.18% | −6,193−38.3% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $934.4K | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,079 | $941.7K | 0.06% | +1,500+17.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $948.7K | 0.07% | +10,153 | New |
| LGT Fund Management Co Ltd. | 10,237 | $956.5K | 0.40% | +10,237 | New |
| XTX Topco Ltd | 10,368 | $968.8K | 0.13% | +10,368 | New |
| Arrowstreet Capital, Limited Partnership | 10,419 | $974.0K | 0.00% | −4,098−28.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,446 | $976.1K | 0.03% | −84−0.8% | Reduced |
| Ancora Advisors, LLC | 10,485 | $979.7K | 0.02% | −425−3.9% | Reduced |
| Baird Financial Group, Inc. | 10,529 | $983.8K | 0.00% | +66+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 10,581 | $988.6K | 0.01% | −130−1.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 10,629 | $993.2K | 0.18% | −46,492−81.4% | Reduced |
| Welch Group, LLC | 10,700 | $999.8K | 0.05% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 10,761 | $1.01M | 0.09% | +50.0% | Added |
| Resources Investment Advisors, LLC. | 10,866 | $1.02M | 0.02% | +107+1.0% | Added |
| Independent Advisor Alliance | 10,876 | $1.02M | 0.04% | −1,073−9.0% | Reduced |
| Gray Wealth Management Inc. | 10,945 | $1.02M | 0.46% | −63−0.6% | Reduced |
| Banque Cantonale Vaudoise | 10,959 | $1.02M | 0.04% | −22,734−67.5% | Reduced |
| Imprint Wealth LLC | 11,425 | $1.05M | 0.25% | 00.0% | Unchanged |
| Vanderbilt University | 11,304 | $1.06M | 0.22% | +8,757+343.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 11,456 | $1.07M | 0.02% | +11,456 | New |
| Banco Santander, S.A. | 11,636 | $1.09M | 0.01% | −150−1.3% | Reduced |
| Alberta Investment Management Corp | 11,700 | $1.09M | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,706 | $1.09M | 0.03% | +1,161+11.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,711 | $1.09M | 0.43% | −365−3.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,874 | $1.11M | 0.13% | +1,586+15.4% | Added |
| Boothbay Fund Management, LLC | 11,918 | $1.11M | 0.03% | −81−0.7% | Reduced |
| Snowden Capital Advisors LLC | 11,933 | $1.12M | 0.03% | +1,277+12.0% | Added |
| Verde Capital Management | 12,035 | $1.12M | 0.38% | +7,088+143.3% | Added |
| Simplicity Wealth,LLC | 12,042 | $1.13M | 0.03% | +12,042 | New |
| Bleakley Financial Group, LLC | 12,096 | $1.13M | 0.03% | +1,327+12.3% | Added |
| Park Avenue Securities LLC | 12,178 | $1.14M | 0.01% | +756+6.6% | Added |
| ProVise Management Group, LLC | 12,186 | $1.14M | 0.10% | −2,112−14.8% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $1.16M | 1.19% | 00.0% | Unchanged |
| AIA Group Ltd | 12,400 | $1.16M | 0.04% | −600−4.6% | Reduced |
| Sandy Spring Bank | 13,006 | $1.22M | 0.06% | +1,002+8.3% | Added |
| Brinker Capital Investments, LLC | 13,312 | $1.24M | 0.01% | −486−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 13,312 | $1.24M | 0.01% | −486−3.5% | Reduced |
| NEOS Investment Management LLC | 13,352 | $1.25M | 0.08% | +5,510+70.3% | Added |
| Wesbanco Bank Inc | 13,373 | $1.25M | 0.05% | +45+0.3% | Added |
| Advance Capital Management, Inc. | 13,591 | $1.27M | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 13,721 | $1.28M | 0.01% | +734+5.7% | Added |
| Tokio Marine Asset Management Co Ltd | 14,052 | $1.31M | 0.07% | +1,616+13.0% | Added |
| Allianz SE | 14,135 | $1.32M | 0.04% | +14,135 | New |
| Fox Run Management, L.L.C. | 14,194 | $1.33M | 0.29% | +6,097+75.3% | Added |
| Atria Wealth Solutions, Inc. | 14,238 | $1.33M | 0.02% | −4,997−26.0% | Reduced |
| American Financial Advisors, LLC | 14,238 | $1.33M | 0.19% | −169−1.2% | Reduced |
| NTV Asset Management LLC | 14,469 | $1.35M | 0.21% | 00.0% | Unchanged |
| Colony Group, LLC | 14,753 | $1.38M | 0.01% | +244+1.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 14,867 | $1.39M | 0.93% | −125−0.8% | Reduced |
| United Services Automobile Association | 14,869 | $1.39M | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 14,886 | $1.39M | 0.10% | +2,079+16.2% | Added |
| Bard Associates Inc | 14,987 | $1.40M | 0.50% | −33−0.2% | Reduced |
| Dean Capital Management | 15,042 | $1.41M | 0.82% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 15,357 | $1.41M | 0.42% | +2,655+20.9% | Added |
| Jump Financial, LLC | 15,392 | $1.44M | 0.04% | +7,395+92.5% | Added |
| Brookstone Capital Management | 15,402 | $1.44M | 0.03% | +15+0.1% | Added |
| Old Second National Bank of Aurora | 15,550 | $1.45M | 0.38% | −31−0.2% | Reduced |
| Arbor Capital Management Inc | 15,212 | $1.49M | 1.41% | +15,212 | New |
| RDA Financial Network | 16,057 | $1.50M | 0.51% | +33+0.2% | Added |
| O'Rourke & Company, Inc | 16,236 | $1.52M | 0.88% | +129+0.8% | Added |
| Liberty Capital Management, Inc. | 16,402 | $1.53M | 0.38% | −1,023−5.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.54M | 0.15% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16,648 | $1.56M | 0.00% | +1,109+7.1% | Added |
| D.A. Davidson & Co. | 16,716 | $1.56M | 0.01% | −69−0.4% | Reduced |
| V-Square Quantitative Management LLC | 16,790 | $1.57M | 0.26% | +2,643+18.7% | Added |
| Kestra Advisory Services, LLC | 16,825 | $1.57M | 0.01% | +12,597+297.9% | Added |
| Sherbrooke Park Advisers LLC | 17,191 | $1.61M | 0.31% | +14,402+516.4% | Added |
| Groupama Asset Managment | 6,972 | $1.62M | 0.03% | −13,058−65.2% | Reduced |
| Beacon Pointe Advisors, LLC | 17,434 | $1.63M | 0.02% | −4,736−21.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,562 | $1.64M | 0.04% | +43+0.2% | Added |
| Everence Capital Management Inc | 17,680 | $1.65M | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 17,952 | $1.68M | 0.06% | +13,926+345.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,265 | $1.71M | 0.12% | −1,453−7.4% | Reduced |
| Ieq Capital, LLC | 18,292 | $1.71M | 0.02% | +976+5.6% | Added |
| Sumitomo Life Insurance Co | 18,390 | $1.72M | 0.04% | −724−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,496 | $1.73M | 0.02% | +391+2.2% | Added |
| GYL Financial Synergies, LLC | 18,590 | $1.74M | 0.14% | −133−0.7% | Reduced |
| Vontobel Holding Ltd. | 18,634 | $1.74M | 0.01% | +3,519+23.3% | Added |
| Shell Asset Management Co | 16,966 | $1.77M | 0.08% | −7,704−31.2% | Reduced |