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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 32,987 | $3.08M | 0.20% | +27+0.1% | Added |
| Naviter Wealth, LLC | 32,822 | $3.07M | 0.50% | +3,371+11.4% | Added |
| Securian Asset Management, Inc | 32,598 | $3.05M | 0.09% | −2,389−6.8% | Reduced |
| Perpetual Ltd | 32,444 | $3.03M | 0.03% | +11,830+57.4% | Added |
| Westover Capital Advisors, LLC | 32,357 | $3.02M | 0.88% | −1,082−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,286 | $3.02M | 0.01% | −1,423−4.2% | Reduced |
| Louisiana State Employees Retirement System | 32,200 | $3.01M | 0.06% | −1,300−3.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,197 | $2.92M | 0.07% | +14,135+82.8% | Added |
| Merit Financial Group, LLC | 29,823 | $2.86M | 0.07% | +26,262+737.5% | Added |
| Rainey & Randall Investment Management Inc. | 30,466 | $2.85M | 0.67% | −29−0.1% | Reduced |
| Kinneret Advisory, LLC | 30,300 | $2.83M | 0.28% | −94−0.3% | Reduced |
| National Asset Management, Inc. | 34,439 | $2.82M | 0.08% | +1,798+5.5% | Added |
| Summit Place Financial Advisors, LLC | 30,124 | $2.81M | 1.65% | −50−0.2% | Reduced |
| Gotham Asset Management, LLC | 29,732 | $2.78M | 0.04% | +15,057+102.6% | Added |
| Blair William & Co | 29,576 | $2.76M | 0.01% | −1,428−4.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,392 | $2.75M | 0.29% | +137+0.5% | Added |
| Tower Research Capital LLC (TRC) | 28,776 | $2.69M | 0.06% | −59,331−67.3% | Reduced |
| New Mexico Educational Retirement Board | 27,848 | $2.60M | 0.09% | +2,000+7.7% | Added |
| Atria Investments LLC | 27,371 | $2.56M | 0.04% | +4,444+19.4% | Added |
| Oppenheimer & Co Inc | 27,290 | $2.55M | 0.04% | +781+2.9% | Added |
| Quantinno Capital Management LP | 27,057 | $2.53M | 0.05% | +2,281+9.2% | Added |
| Crossmark Global Holdings, Inc. | 26,684 | $2.49M | 0.05% | −299−1.1% | Reduced |
| Romano Brothers and Company | 26,503 | $2.48M | 0.34% | −402−1.5% | Reduced |
| Appleton Partners Inc | 26,319 | $2.46M | 0.19% | +1,365+5.5% | Added |
| Ossiam | 26,226 | $2.45M | 0.04% | +10,789+69.9% | Added |
| Erste Asset Management GmbH | 26,100 | $2.42M | 0.03% | +9,000+52.6% | Added |
| Boston Family Office LLC | 25,594 | $2.39M | 0.17% | −917−3.5% | Reduced |
| Centiva Capital, LP | 25,587 | $2.39M | 0.13% | +25,587 | New |
| Lincluden Management Ltd | 25,579 | $2.39M | 0.28% | −1,792−6.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $2.38M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 24,828 | $2.32M | 0.02% | −5,932−19.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,384 | $2.28M | 0.04% | −2,372−8.9% | Reduced |
| Gamco Investors, Inc. Et Al | 24,250 | $2.27M | 0.02% | +15,000+162.2% | Added |
| Raymond James Trust N.A. | 24,154 | $2.26M | 0.05% | +828+3.5% | Added |
| Nicola Wealth Management Ltd. | 17,695 | $2.24M | 0.22% | +4,500+34.1% | Added |
| Avitas Wealth Management LLC | 23,755 | $2.22M | 0.34% | +281+1.2% | Added |
| Swiss Life Asset Management Ltd | 23,585 | $2.20M | 0.03% | −66,162−73.7% | Reduced |
| Old North State Wealth Management, LLC | 23,485 | $2.20M | 1.43% | +325+1.4% | Added |
| Alpine Global Management, LLC | 23,500 | $2.20M | 0.43% | −34,200−59.3% | Reduced |
| Winton Group Ltd | 22,953 | $2.14M | 0.15% | +22,953 | New |
| Pinebridge Investments, L.P. | 22,888 | $2.14M | 0.02% | +22,888 | New |
| Dean Investment Associates, LLC | 22,678 | $2.12M | 0.29% | +106+0.5% | Added |
| Moran Wealth Management, LLC | 22,598 | $2.11M | 0.07% | +3,421+17.8% | Added |
| Intech Investment Management LLC | 22,294 | $2.08M | 0.03% | +13,300+147.9% | Added |
| E. Ohman J:or Asset Management AB | 22,204 | $2.07M | 0.05% | +1,500+7.2% | Added |
| Private Advisor Group, LLC | 22,043 | $2.06M | 0.01% | −2,661−10.8% | Reduced |
| United Capital Financial Advisers, LLC | 21,704 | $2.03M | 0.02% | −1,095−4.8% | Reduced |
| Toroso Investments, LLC | 21,326 | $1.99M | 0.03% | +8,082+61.0% | Added |
| Lockheed Martin Investment Management Co | 22,953 | $1.99M | 0.14% | −6,900−23.1% | Reduced |
| Kestra Private Wealth Services, LLC | 20,894 | $1.95M | 0.04% | +20,894 | New |
| Meiji Yasuda Life Insurance Co | 20,888 | $1.95M | 0.04% | +5,990+40.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,869 | $1.95M | 0.01% | +888+4.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,739 | $1.94M | 0.15% | −303−1.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 20,263 | $1.89M | 0.65% | +1,072+5.6% | Added |
| Forte Capital LLC | 20,229 | $1.89M | 0.23% | +85+0.4% | Added |
| FJ Capital Management LLC | 19,946 | $1.86M | 0.19% | +2,193+12.4% | Added |
| Capital Investment Advisors, LLC | 19,922 | $1.86M | 0.04% | +362+1.9% | Added |
| MAI Capital Management | 19,868 | $1.86M | 0.02% | −145−0.7% | Reduced |
| Engineers Gate Manager LP | 19,688 | $1.84M | 0.05% | −4,043−17.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,688 | $1.84M | 0.08% | +2,520+14.7% | Added |
| Agf Management Ltd | 19,609 | $1.83M | 0.01% | −14,868−43.1% | Reduced |
| APG Asset Management N.V. | 21,017 | $1.82M | 0.00% | +900+4.5% | Added |
| Shell Asset Management Co | 16,966 | $1.77M | 0.08% | −7,704−31.2% | Reduced |
| Vontobel Holding Ltd. | 18,634 | $1.74M | 0.01% | +3,519+23.3% | Added |
| GYL Financial Synergies, LLC | 18,590 | $1.74M | 0.14% | −133−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,496 | $1.73M | 0.02% | +391+2.2% | Added |
| Sumitomo Life Insurance Co | 18,390 | $1.72M | 0.04% | −724−3.8% | Reduced |
| Ieq Capital, LLC | 18,292 | $1.71M | 0.02% | +976+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,265 | $1.71M | 0.12% | −1,453−7.4% | Reduced |
| GeoWealth Management, LLC | 17,952 | $1.68M | 0.06% | +13,926+345.9% | Added |
| Everence Capital Management Inc | 17,680 | $1.65M | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,562 | $1.64M | 0.04% | +43+0.2% | Added |
| Beacon Pointe Advisors, LLC | 17,434 | $1.63M | 0.02% | −4,736−21.4% | Reduced |
| Groupama Asset Managment | 6,972 | $1.62M | 0.03% | −13,058−65.2% | Reduced |
| Sherbrooke Park Advisers LLC | 17,191 | $1.61M | 0.31% | +14,402+516.4% | Added |
| Kestra Advisory Services, LLC | 16,825 | $1.57M | 0.01% | +12,597+297.9% | Added |
| V-Square Quantitative Management LLC | 16,790 | $1.57M | 0.26% | +2,643+18.7% | Added |
| D.A. Davidson & Co. | 16,716 | $1.56M | 0.01% | −69−0.4% | Reduced |
| Assenagon Asset Management S.A. | 16,648 | $1.56M | 0.00% | +1,109+7.1% | Added |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.54M | 0.15% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 16,402 | $1.53M | 0.38% | −1,023−5.9% | Reduced |
| O'Rourke & Company, Inc | 16,236 | $1.52M | 0.88% | +129+0.8% | Added |
| RDA Financial Network | 16,057 | $1.50M | 0.51% | +33+0.2% | Added |
| Arbor Capital Management Inc | 15,212 | $1.49M | 1.41% | +15,212 | New |
| Old Second National Bank of Aurora | 15,550 | $1.45M | 0.38% | −31−0.2% | Reduced |
| Brookstone Capital Management | 15,402 | $1.44M | 0.03% | +15+0.1% | Added |
| Jump Financial, LLC | 15,392 | $1.44M | 0.04% | +7,395+92.5% | Added |
| Wambolt & Associates, LLC | 15,357 | $1.41M | 0.42% | +2,655+20.9% | Added |
| Dean Capital Management | 15,042 | $1.41M | 0.82% | 00.0% | Unchanged |
| Bard Associates Inc | 14,987 | $1.40M | 0.50% | −33−0.2% | Reduced |
| Veriti Management LLC | 14,886 | $1.39M | 0.10% | +2,079+16.2% | Added |
| United Services Automobile Association | 14,869 | $1.39M | 0.03% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 14,867 | $1.39M | 0.93% | −125−0.8% | Reduced |
| Colony Group, LLC | 14,753 | $1.38M | 0.01% | +244+1.7% | Added |
| NTV Asset Management LLC | 14,469 | $1.35M | 0.21% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 14,238 | $1.33M | 0.19% | −169−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,238 | $1.33M | 0.02% | −4,997−26.0% | Reduced |
| Fox Run Management, L.L.C. | 14,194 | $1.33M | 0.29% | +6,097+75.3% | Added |
| Allianz SE | 14,135 | $1.32M | 0.04% | +14,135 | New |
| Tokio Marine Asset Management Co Ltd | 14,052 | $1.31M | 0.07% | +1,616+13.0% | Added |