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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 6,753 | $631.0K | 0.03% | −303−4.3% | Reduced |
| Prestige Wealth Management Group LLC | 6,732 | $629.0K | 0.14% | +6,650+8,109.8% | Added |
| GTS Securities LLC | 6,701 | $626.1K | 0.02% | −8,039−54.5% | Reduced |
| Stephens Inc | 6,682 | $624.4K | 0.01% | −164−2.4% | Reduced |
| Greenup Street Wealth Management LLC | 6,570 | $613.9K | 0.16% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,551 | $612.1K | 0.01% | −35,964−84.6% | Reduced |
| Madden Advisory Services, Inc. | 6,506 | $607.9K | 0.32% | −117−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,483 | $605.8K | 0.01% | −1,454−18.3% | Reduced |
| Summit Financial Group Inc | 6,465 | $604.1K | 0.21% | −500−7.2% | Reduced |
| Davenport & Co LLC | 6,405 | $598.4K | 0.00% | +875+15.8% | Added |
| Prime Capital Investment Advisors, LLC | 6,352 | $593.5K | 0.01% | +227+3.7% | Added |
| Ingalls & Snyder LLC | 6,326 | $591.0K | 0.03% | −150−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,229 | $588.0K | 0.02% | +2,879+85.9% | Added |
| Change Path, LLC | 6,121 | $572.0K | 0.02% | +729+13.5% | Added |
| Azzad Asset Management Inc | 6,079 | $568.1K | 0.07% | +52+0.9% | Added |
| Glenmede Trust Co NA | 6,011 | $561.7K | 0.00% | +527+9.6% | Added |
| Values First Advisors, Inc. | 6,010 | $561.5K | 0.33% | +253+4.4% | Added |
| Westwood Holdings Group Inc. | 6,000 | $561.0K | 0.00% | −3,000−33.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,987 | $559.4K | 0.02% | −187−3.0% | Reduced |
| Dudley Capital Management, LLC | 6,075 | $558.8K | 0.33% | −75−1.2% | Reduced |
| HB Wealth Management, LLC | 5,913 | $552.5K | 0.01% | +292+5.2% | Added |
| Siemens Fonds Invest GmbH | 5,878 | $549.2K | 0.04% | +83+1.4% | Added |
| Virtu Financial LLC | 5,867 | $548.0K | 0.04% | +5,867 | New |
| Cigna Investments Inc | 5,857 | $547.0K | 0.10% | +167+2.9% | Added |
| Proequities, Inc. | 5,839 | $545.6K | 0.04% | −49−0.8% | Reduced |
| Panoramic Investment Advisors, LLC | 5,825 | $544.3K | 0.40% | −400−6.4% | Reduced |
| Johnson Investment Counsel Inc | 5,824 | $544.2K | 0.01% | +51+0.9% | Added |
| Cullinan Associates Inc | 5,810 | $542.9K | 0.03% | +5,810 | New |
| Davy Global Fund Management Ltd | 5,804 | $542.3K | 0.06% | +5,804 | New |
| Alyeska Investment Group, L.P. | 5,790 | $541.0K | 0.00% | −50,415−89.7% | Reduced |
| NorthRock Partners, LLC | 5,761 | $538.3K | 0.02% | +127+2.3% | Added |
| Walleye Capital LLC | 5,747 | $537.0K | 0.01% | −102,456−94.7% | Reduced |
| Hendershot Investments Inc. | 5,742 | $536.5K | 0.08% | 00.0% | Unchanged |
| Bailard, Inc. | 5,699 | $532.5K | 0.01% | −221−3.7% | Reduced |
| Capula Management Ltd | 5,627 | $525.8K | 0.02% | +5,627 | New |
| Retirement Planning Co of New England, Inc. | 5,612 | $524.4K | 0.29% | −486−8.0% | Reduced |
| Huntington National Bank | 5,602 | $523.5K | 0.00% | +538+10.6% | Added |
| Exchange Traded Concepts, LLC | 5,587 | $522.0K | 0.01% | −260−4.4% | Reduced |
| Harvest Fund Management Co., Ltd | 5,589 | $522.0K | 0.05% | +3,522+170.4% | Added |
| Independent Financial Group, LLC | 5,568 | $520.3K | 0.02% | −5,292−48.7% | Reduced |
| Qtron Investments LLC | 5,559 | $519.4K | 0.07% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5,496 | $513.5K | 0.25% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,486 | $512.6K | 0.29% | +340+6.6% | Added |
| MQS Management LLC | 5,449 | $509.2K | 0.29% | +1,803+49.5% | Added |
| Alethea Capital Management, LLC | 5,296 | $494.9K | 0.40% | +5,296 | New |
| CAPROCK Group, Inc. | 5,276 | $493.0K | 0.03% | −272−4.9% | Reduced |
| Sara-Bay Financial | 5,352 | $492.3K | 0.22% | +183+3.5% | Added |
| Benjamin Edwards Inc | 5,246 | $490.0K | 0.10% | −49−0.9% | Reduced |
| Nations Financial Group Inc, | 5,143 | $480.6K | 0.04% | −10−0.2% | Reduced |
| LongView Wealth Management | 5,116 | $478.1K | 0.19% | +104+2.1% | Added |
| Retirement Guys Formula LLC | 5,087 | $475.4K | 0.23% | +5,087 | New |
| Wedmont Private Capital | 5,156 | $474.4K | 0.03% | +123+2.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $472.8K | 0.37% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,058 | $472.6K | 0.04% | +10+0.2% | Added |
| ARS Wealth Advisors Group, LLC | 5,057 | $472.5K | 0.06% | −145−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 5,047 | $471.7K | 0.01% | +19+0.4% | Added |
| IHT Wealth Management, LLC | 5,041 | $471.1K | 0.02% | −56−1.1% | Reduced |
| Texas Yale Capital Corp. | 5,028 | $469.8K | 0.02% | +134+2.7% | Added |
| LRI Investments, LLC | 4,953 | $462.8K | 0.12% | +4,953 | New |
| Integrated Advisors Network LLC | 4,951 | $462.7K | 0.02% | +108+2.2% | Added |
| Drake & Associates, LLC | 4,944 | $462.0K | 0.17% | −20.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,924 | $456.4K | 0.00% | +3,621+277.9% | Added |
| Everhart Financial Group, Inc. | 4,869 | $455.0K | 0.13% | +723+17.4% | Added |
| Tower Bridge Advisors | 4,850 | $453.2K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,846 | $452.8K | 0.19% | −112−2.3% | Reduced |
| Cypress Capital Group | 4,836 | $451.9K | 0.05% | +240+5.2% | Added |
| Schechter Investment Advisors, LLC | 4,824 | $450.7K | 0.03% | +587+13.9% | Added |
| Ballentine Partners, LLC | 4,818 | $450.2K | 0.01% | −72−1.5% | Reduced |
| CWM Advisors, LLC | 4,745 | $443.4K | 0.05% | −152−3.1% | Reduced |
| Boston Private Wealth LLC | 4,730 | $442.0K | 0.01% | −433−8.4% | Reduced |
| Ellevest, Inc. | 4,726 | $441.6K | 0.03% | +144+3.1% | Added |
| Proficio Capital Partners LLC | 4,703 | $439.5K | 0.05% | +70+1.5% | Added |
| Associated Banc-Corp | 4,703 | $439.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,681 | $437.4K | 0.03% | +410+9.6% | Added |
| Monument Capital Management | 4,671 | $436.5K | 0.13% | −201−4.1% | Reduced |
| Strategy Asset Managers LLC | 4,630 | $432.6K | 0.09% | +4,630 | New |
| Southland Equity Partners LLC | 4,612 | $431.0K | 0.12% | +230+5.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,579 | $427.9K | 0.12% | +86+1.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,561 | $426.0K | 0.05% | +4,561 | New |
| AlphaCore Capital LLC | 4,461 | $416.8K | 0.11% | +76+1.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $416.5K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,416 | $413.0K | 0.02% | +1,889+74.8% | Added |
| Nomura Holdings Inc | 4,418 | $412.8K | 0.00% | −93,803−95.5% | Reduced |
| GAMMA Investing LLC | 4,408 | $411.9K | 0.08% | +498+12.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,408 | $411.9K | 0.00% | +4,408 | New |
| Joel Isaacson & Co., LLC | 4,397 | $410.9K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 4,336 | $405.1K | 0.04% | +151+3.6% | Added |
| SpiderRock Advisors, LLC | 4,382 | $404.5K | 0.01% | +4,382 | New |
| Carmel Capital Partners, LLC | 4,292 | $401.0K | 0.17% | +414+10.7% | Added |
| Mesirow Financial Investment Management, Inc. | 4,286 | $400.5K | 0.01% | −1,186−21.7% | Reduced |
| HGI Capital Management, LLC | 4,269 | $398.9K | 0.43% | −386−8.3% | Reduced |
| Prudent Man Advisors, LLC | 4,263 | $398.3K | 0.15% | −335−7.3% | Reduced |
| First American Trust, FSB | 4,234 | $395.6K | 0.04% | +25+0.6% | Added |
| Apollon Wealth Management, LLC | 4,224 | $394.7K | 0.01% | −63−1.5% | Reduced |
| Financial Counselors Inc | 4,198 | $392.3K | 0.01% | −1,106−20.9% | Reduced |
| Investment Advisory Services Inc | 4,166 | $389.3K | 0.14% | +6+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,163 | $389.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 4,162 | $388.9K | 0.01% | −377−8.3% | Reduced |
| Principal Securities, Inc. | 4,141 | $386.9K | 0.01% | +127+3.2% | Added |
| Pettyjohn, Wood & White, Inc | 4,125 | $385.4K | 0.08% | −75−1.8% | Reduced |