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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
Oliver Lagore Vanvalin Investment Group115$10.7K0.00%−138−54.5%Reduced
Abound Wealth Management112$10.4K0.00%+6+5.7%Added
Coston, McIsaac & Partners115$10.0K0.00%00.0%Unchanged
Tucker Asset Management LLC106$9.90K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division104$9.57K0.00%+104New
Delta Asset Management LLC100$9.34K0.00%00.0%Unchanged
Barrett & Company, Inc.100$9.34K0.00%00.0%Unchanged
Logan Capital Management Inc100$9.34K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$9.34K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$9.34K0.00%00.0%Unchanged
St Germain D J Co Inc100$9.34K0.00%+100New
NewSquare Capital LLC88$8.22K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$7.76K0.00%00.0%Unchanged
Red Tortoise LLC81$7.57K0.00%00.0%Unchanged
Headlands Technologies LLC78$7.29K0.00%−104−57.1%Reduced
Raffa Wealth Management, LLC73$6.82K0.00%00.0%Unchanged
Robinswood Financial LLC72$6.62K0.00%00.0%Unchanged
Dunhill Financial, LLC68$6.35K0.00%+7+11.5%Added
Avion Wealth56$6.00K0.00%+22+64.7%Added
Semmax Financial Advisors Inc.55$5.50K0.00%−7−11.3%Reduced
Front Row Advisors LLC58$5.42K0.00%+58New
Birchbrook, Inc.57$5.34K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC57$5.33K0.00%+57New
Venturi Wealth Management, LLC52$4.86K0.00%+52New
Fortis Group Advisors, LLC50$4.67K0.00%−50−50.0%Reduced
Providence Capital Advisors, LLC50$4.67K0.00%00.0%Unchanged
Peoples Bank50$4.67K0.00%+50New
Redmont Wealth Advisors LLC46$4.30K0.01%+46New
Kayne Anderson Rudnick Investment Management LLC37$3.52K0.00%−361−90.7%Reduced
Frank, Rimerman Advisors LLC35$3.27K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$3.18K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$3.18K0.00%+5+17.2%Added
Sofos Investments, Inc.34$3.16K0.00%+26+325.0%Added
Psagot Value Holdings Ltd. / (Israel)27$3.00K0.03%−42−60.9%Reduced
Planning Capital Management Corp31$2.90K0.00%00.0%Unchanged
Castleview Partners, LLC30$2.80K0.00%−470−94.0%Reduced
TFC Financial Management26$2.44K0.00%+4+18.2%Added
Moisand Fitzgerald Tamayo, LLC22$2.06K0.00%00.0%Unchanged
Tidemark, LLC22$2.06K0.00%00.0%Unchanged
Horizon Bancorp Inc26$2.00K0.00%00.0%Unchanged
Westend Capital Management, LLC21$1.96K0.00%+21New
Private Wealth Management Group, LLC20$1.87K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.19$1.78K0.00%+19New
GPS Wealth Strategies Group, LLC17$1.59K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.40K0.00%00.0%Unchanged
Core Alternative Capital14$1.31K0.00%−162−92.0%Reduced
WR Wealth Planners, LLC14$1.31K0.00%+14New
Aspect Partners, LLC11$1.03K0.00%−9−45.0%Reduced
NVWM, LLC11$1.03K0.00%+11New
Anchor Investment Management, LLC10$9340.00%−240−96.0%Reduced
Highline Wealth Partners LLC10$9340.00%00.0%Unchanged
RFP Financial Group LLC9$8820.00%00.0%Unchanged
Cornerstone Planning Group LLC9$8630.00%+9New
Versant Capital Management, Inc7$6540.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7$6540.00%+7New
Caitlin John, LLC6$5710.00%−1−14.3%Reduced
Johnson Financial Group, Inc.6$5610.00%00.0%Unchanged
ClariVest Asset Management LLC6$5570.00%00.0%Unchanged
Global Financial Private Client, LLC6$5520.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$4680.00%+5New
TD Capital Management LLC5$4670.00%+5New
BBJS Financial Advisors, LLC1$1380.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Duff & Phelps Investment Management Co0$00.00%−2,101,707−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−287,944−100.0%Sold out
Capital Fund Management S.A.0$00.00%−165,764−100.0%Sold out
Bridgewater Associates, LP0$00.00%−142,217−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−78,156−100.0%Sold out
Cinctive Capital Management LP0$00.00%−67,289−100.0%Sold out
South Dakota Investment Council0$00.00%−57,289−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−48,148−100.0%Sold out
Walleye Trading LLC0$00.00%−22,257−100.0%Sold out
Formula Growth Ltd0$00.00%−21,619−100.0%Sold out
Cetera Advisors LLC0$00.00%−19,742−100.0%Sold out
UBS Oconnor LLC0$00.00%−15,117−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−14,705−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−12,953−100.0%Sold out
Simplex Trading, LLC0$00.00%−12,305−100.0%Sold out
FJ Investments, LLC0$00.00%−10,877−100.0%Sold out
JLP Asset Management, LLC0$00.00%−10,400−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−10,147−100.0%Sold out
AE Wealth Management LLC0$00.00%−10,250−100.0%Sold out
FORA Capital, LLC0$00.00%−8,352−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−7,797−100.0%Sold out
Weiss Asset Management LP0$00.00%−6,179−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−6,095−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−5,113−100.0%Sold out
Granite Bay Wealth Management, LLC0$00.00%−4,740−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−4,474−100.0%Sold out
BayBridge Capital Group, LLC0$00.00%−3,982−100.0%Sold out
Corton Capital Inc.0$00.00%−3,956−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,738−100.0%Sold out
Premier Path Wealth Partners, LLC0$00.00%−3,694−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,167−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−2,815−100.0%Sold out
Hartline Investment Corp0$00.00%−2,782−100.0%Sold out
IMPACTfolio, LLC0$00.00%−2,749−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−2,620−100.0%Sold out
Weybosset Research & Management LLC0$00.00%−2,600−100.0%Sold out
IFG Advisory, LLC0$00.00%−2,477−100.0%Sold out