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 |
|---|---|---|---|---|---|
| CWM, LLC | 13,721 | $1.28M | 0.01% | +734+5.7% | Added |
| Advance Capital Management, Inc. | 13,591 | $1.27M | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 13,373 | $1.25M | 0.05% | +45+0.3% | Added |
| NEOS Investment Management LLC | 13,352 | $1.25M | 0.08% | +5,510+70.3% | 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 |
| Sandy Spring Bank | 13,006 | $1.22M | 0.06% | +1,002+8.3% | Added |
| AIA Group Ltd | 12,400 | $1.16M | 0.04% | −600−4.6% | Reduced |
| Garrison Bradford & Associates Inc | 12,380 | $1.16M | 1.19% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 12,186 | $1.14M | 0.10% | −2,112−14.8% | Reduced |
| Park Avenue Securities LLC | 12,178 | $1.14M | 0.01% | +756+6.6% | Added |
| Bleakley Financial Group, LLC | 12,096 | $1.13M | 0.03% | +1,327+12.3% | Added |
| Simplicity Wealth,LLC | 12,042 | $1.13M | 0.03% | +12,042 | New |
| Verde Capital Management | 12,035 | $1.12M | 0.38% | +7,088+143.3% | Added |
| Snowden Capital Advisors LLC | 11,933 | $1.12M | 0.03% | +1,277+12.0% | Added |
| Boothbay Fund Management, LLC | 11,918 | $1.11M | 0.03% | −81−0.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,874 | $1.11M | 0.13% | +1,586+15.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,711 | $1.09M | 0.43% | −365−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 11,706 | $1.09M | 0.03% | +1,161+11.0% | Added |
| Alberta Investment Management Corp | 11,700 | $1.09M | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,636 | $1.09M | 0.01% | −150−1.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 11,456 | $1.07M | 0.02% | +11,456 | New |
| Vanderbilt University | 11,304 | $1.06M | 0.22% | +8,757+343.8% | Added |
| Imprint Wealth LLC | 11,425 | $1.05M | 0.25% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,959 | $1.02M | 0.04% | −22,734−67.5% | Reduced |
| Gray Wealth Management Inc. | 10,945 | $1.02M | 0.46% | −63−0.6% | Reduced |
| Independent Advisor Alliance | 10,876 | $1.02M | 0.04% | −1,073−9.0% | Reduced |
| Resources Investment Advisors, LLC. | 10,866 | $1.02M | 0.02% | +107+1.0% | Added |
| NFP Retirement, Inc. | 10,761 | $1.01M | 0.09% | +50.0% | Added |
| Welch Group, LLC | 10,700 | $999.8K | 0.05% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 10,629 | $993.2K | 0.18% | −46,492−81.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,581 | $988.6K | 0.01% | −130−1.2% | Reduced |
| Baird Financial Group, Inc. | 10,529 | $983.8K | 0.00% | +66+0.6% | Added |
| Ancora Advisors, LLC | 10,485 | $979.7K | 0.02% | −425−3.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,446 | $976.1K | 0.03% | −84−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,419 | $974.0K | 0.00% | −4,098−28.2% | Reduced |
| XTX Topco Ltd | 10,368 | $968.8K | 0.13% | +10,368 | New |
| LGT Fund Management Co Ltd. | 10,237 | $956.5K | 0.40% | +10,237 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $948.7K | 0.07% | +10,153 | New |
| PFG Investments, LLC | 10,079 | $941.7K | 0.06% | +1,500+17.5% | Added |
| American Assets Investment Management, LLC | 10,000 | $934.4K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 9,978 | $932.0K | 0.18% | −6,193−38.3% | Reduced |
| Panagora Asset Management Inc | 9,779 | $913.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 9,699 | $906.3K | 0.00% | +9,699 | New |
| Jeppson Wealth Management, LLC | 9,628 | $899.6K | 0.35% | −25−0.3% | Reduced |
| Buckingham Capital Management, Inc. | 9,540 | $891.4K | 0.11% | +9,540 | New |
| Lido Advisors, LLC | 9,332 | $872.0K | 0.01% | +23+0.2% | Added |
| HighPoint Advisor Group LLC | 8,719 | $867.0K | 0.06% | +148+1.7% | Added |
| Red Cedar Investment Management, LLC | 9,144 | $854.4K | 0.11% | +9,144 | New |
| Checchi Capital Advisers, LLC | 9,119 | $852.1K | 0.07% | +500+5.8% | Added |
| Signaturefd, LLC | 9,108 | $851.1K | 0.02% | +577+6.8% | Added |
| Trueblood Wealth Management, LLC | 9,061 | $846.6K | 0.48% | +109+1.2% | Added |
| Busey Wealth Management | 9,035 | $844.2K | 0.03% | −722−7.4% | Reduced |
| Investment Management Corp of Ontario | 8,916 | $833.1K | 0.02% | −3,200−26.4% | Reduced |
| GWM Advisors LLC | 8,793 | $821.6K | 0.01% | −1,733−16.5% | Reduced |
| Tobam | 8,736 | $816.0K | 0.07% | −1,703−16.3% | Reduced |
| Meeder Advisory Services, Inc. | 8,668 | $809.9K | 0.08% | +707+8.9% | Added |
| Lazard Asset Management LLC | 8,523 | $795.0K | 0.00% | +2,591+43.7% | Added |
| Schnieders Capital Management LLC | 8,496 | $793.9K | 0.16% | −100−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,443 | $789.0K | 0.19% | −24−0.3% | Reduced |
| Wetherby Asset Management Inc | 8,396 | $784.5K | 0.04% | −206−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 8,350 | $780.2K | 0.07% | −150−1.8% | Reduced |
| Profund Advisors LLC | 8,348 | $780.0K | 0.03% | −1,512−15.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 8,345 | $780.0K | 0.37% | −1,586−16.0% | Reduced |
| Ofi Invest Asset Management | 8,947 | $774.1K | 0.02% | −719−7.4% | Reduced |
| Penserra Capital Management LLC | 8,262 | $770.0K | 0.01% | −2,442−22.8% | Reduced |
| Quadrature Capital Ltd | 8,228 | $768.2K | 0.01% | +8,228 | New |
| Gallagher Fiduciary Advisors, LLC | 8,198 | $766.0K | 0.03% | +316+4.0% | Added |
| Coldstream Capital Management Inc | 8,170 | $763.4K | 0.02% | +223+2.8% | Added |
| Jones Financial Companies LLLP | 8,157 | $762.2K | 0.00% | +2,501+44.2% | Added |
| Carnegie Capital Asset Management, LLC | 8,110 | $757.8K | 0.02% | −57−0.7% | Reduced |
| Level Four Advisory Services, LLC | 8,381 | $755.7K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,015 | $744.4K | 0.02% | +284+3.7% | Added |
| Prospera Financial Services Inc | 7,941 | $742.6K | 0.02% | −390−4.7% | Reduced |
| Greenleaf Trust | 7,906 | $738.7K | 0.01% | −129−1.6% | Reduced |
| Federated Hermes, Inc. | 7,867 | $735.1K | 0.00% | −1,379−14.9% | Reduced |
| Savant Capital, LLC | 7,839 | $732.5K | 0.01% | +599+8.3% | Added |
| Quadrant Capital Group LLC | 7,810 | $729.8K | 0.06% | −137−1.7% | Reduced |
| MBB Public Markets I LLC | 7,766 | $725.7K | 0.05% | +7,766 | New |
| Lincoln National Corp | 7,707 | $720.1K | 0.01% | −300−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,674 | $717.1K | 0.01% | −2,015−20.8% | Reduced |
| Gold Investment Management Ltd. | 7,546 | $705.1K | 0.28% | −9−0.1% | Reduced |
| Stiles Financial Services Inc | 7,543 | $704.9K | 0.28% | −349−4.4% | Reduced |
| Dodds Wealth, LLC | 7,529 | $703.5K | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,511 | $701.9K | 0.04% | −163−2.1% | Reduced |
| Machina Capital S.A.S. | 7,482 | $699.1K | 0.37% | +7,482 | New |
| Global Retirement Partners, LLC | 7,467 | $697.7K | 0.03% | −379−4.8% | Reduced |
| Empowered Funds, LLC | 7,365 | $688.2K | 0.01% | +1,901+34.8% | Added |
| Concurrent Investment Advisors, LLC | 7,257 | $678.0K | 0.03% | −424−5.5% | Reduced |
| Monetary Management Group Inc | 7,225 | $675.1K | 0.19% | −350−4.6% | Reduced |
| Arkadios Wealth Advisors | 7,044 | $658.2K | 0.05% | −34−0.5% | Reduced |
| Quest Partners LLC | 7,023 | $656.2K | 0.11% | +7,023 | New |
| Avantax Advisory Services, Inc. | 7,015 | $655.5K | 0.01% | −2,730−28.0% | Reduced |
| Farmers & Merchants Investments Inc | 6,990 | $653.1K | 0.02% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,932 | $647.8K | 0.58% | −288−4.0% | Reduced |
| Dakota Wealth Management | 6,925 | $647.1K | 0.02% | +1,367+24.6% | Added |
| Atom Investors LP | 6,921 | $646.7K | 0.08% | +2,862+70.5% | Added |
| Pacific Sun Financial Corp | 6,888 | $643.6K | 0.37% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,836 | $638.8K | 0.15% | +155+2.3% | Added |
| Inceptionr LLC | 6,798 | $635.2K | 0.16% | +6,798 | New |