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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
SeaCrest Wealth Management, LLC0$00.00%−2,461−100.0%Sold out
Gratus Wealth Advisors, LLC0$00.00%−2,413−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,400−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−2,344−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−2,360−100.0%Sold out
Glassman Wealth Services0$00.00%−2,306−100.0%Sold out
Northcape Wealth Management, LLC0$00.00%−2,271−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−2,252−100.0%Sold out
Advisor Resource Council0$00.00%−2,229−100.0%Sold out
Emfo, LLC0$00.00%−1,150−100.0%Sold out
West Tower Group, LLC0$00.00%−1,053−100.0%Sold out
LM Advisors LLC0$00.00%−690−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−593−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−545−100.0%Sold out
Smithfield Trust Co0$00.00%−500−100.0%Sold out
First Foundation Advisors0$00.00%−303−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−241−100.0%Sold out
Maryland Capital Advisors Inc.0$00.00%−177−100.0%Sold out
EdgeRock Capital LLC0$00.00%−144−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−100−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−82−100.0%Sold out
Lee Financial Co0$00.00%−35−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−21−100.0%Sold out
Ibex Wealth Advisors0$00.00%−5−100.0%Sold out
Sawtooth Solutions, LLC––––Not filed
Fairfield Financial Advisors, LTD––––Not filed
Spouting Rock Asset Management, LLC––––Not filed
Tilt Investment Management Holdings, PBC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Baystate Wealth Management LLC––––Not filed