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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 4,122 | $385.2K | 0.35% | −180−4.2% | Reduced |
| Bessemer Group Inc | 4,113 | $384.0K | 0.00% | +764+22.8% | Added |
| Dorsey & Whitney Trust CO LLC | 4,105 | $383.6K | 0.03% | +27+0.7% | Added |
| Personal Cfo Solutions, LLC | 3,978 | $371.7K | 0.06% | −60−1.5% | Reduced |
| LCNB Corp | 3,973 | $371.2K | 0.13% | −50−1.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $370.2K | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,958 | $369.8K | 0.01% | −119−2.9% | Reduced |
| Diversified Trust Co | 3,955 | $369.6K | 0.01% | −1,761−30.8% | Reduced |
| Lake Street Advisors Group, LLC | 3,935 | $367.7K | 0.02% | +89+2.3% | Added |
| Livelsberger Financial Advisory | 3,663 | $364.1K | 4.31% | −151−4.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,884 | $362.9K | 0.15% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,900 | $362.6K | 0.00% | −1,898−32.7% | Reduced |
| BBR Partners, LLC | 3,864 | $361.1K | 0.03% | +3,864 | New |
| Wendell David Associates Inc | 3,850 | $360.0K | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,842 | $359.0K | 0.14% | +1,127+41.5% | Added |
| Flputnam Investment Management Co | 3,784 | $353.6K | 0.01% | +16+0.4% | Added |
| Evanson Asset Management, LLC | 3,751 | $350.5K | 0.03% | +11+0.3% | Added |
| Dynamic Advisor Solutions LLC | 3,718 | $347.4K | 0.01% | +106+2.9% | Added |
| Harbour Investments, Inc. | 3,704 | $346.1K | 0.01% | +562+17.9% | Added |
| Moors & Cabot, Inc. | 3,692 | $345.0K | 0.02% | −75−2.0% | Reduced |
| Whittier Trust Co | 3,656 | $341.6K | 0.00% | −2−0.1% | Reduced |
| Lake Street Financial LLC | 3,606 | $336.9K | 0.05% | −27−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 3,595 | $336.9K | 0.01% | −14−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 3,572 | $333.5K | 0.01% | −15−0.4% | Reduced |
| Tectonic Advisors LLC | 3,556 | $332.3K | 0.03% | +329+10.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,602 | $331.3K | 0.20% | +507+16.4% | Added |
| Clearstead Advisors, LLC | 3,299 | $328.1K | 0.02% | −35−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 3,470 | $324.2K | 0.02% | +89+2.6% | Added |
| Kapitalo Investimentos Ltda | 3,439 | $321.3K | 0.07% | −566−14.1% | Reduced |
| Insigneo Advisory Services, LLC | 3,423 | $319.8K | 0.04% | +14+0.4% | Added |
| SFMG, LLC | 3,416 | $319.1K | 0.03% | −88−2.5% | Reduced |
| Eudaimonia Advisors LLC | 3,406 | $318.3K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $317.4K | 0.05% | −3−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,390 | $316.8K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,387 | $316.5K | 0.00% | +283+9.1% | Added |
| Bogart Wealth, LLC | 3,377 | $315.5K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,372 | $315.1K | 0.03% | +101+3.1% | Added |
| CoreCap Advisors, LLC | 3,369 | $314.8K | 0.02% | +479+16.6% | Added |
| Koshinski Asset Management, Inc. | 3,345 | $312.6K | 0.03% | −763−18.6% | Reduced |
| Visionary Wealth Advisors | 3,340 | $312.1K | 0.02% | +405+13.8% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $311.3K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $310.0K | 0.23% | +151+4.8% | Added |
| Abbrea Capital, LLC | 3,317 | $310.0K | 0.04% | −966−22.6% | Reduced |
| Baldwin Investment Management, LLC | 3,310 | $309.3K | 0.04% | +3,310 | New |
| Lindbrook Capital, LLC | 3,276 | $306.1K | 0.03% | +36+1.1% | Added |
| Catalytic Wealth RIA, LLC | 3,256 | $304.2K | 0.06% | +51+1.6% | Added |
| Emergent Wealth Advisors, LLC | 3,251 | $303.8K | 0.26% | −1,911−37.0% | Reduced |
| Cambria Investment Management, L.P. | 3,251 | $303.8K | 0.02% | +399+14.0% | Added |
| Kingsview Wealth Management, LLC | 3,251 | $303.8K | 0.01% | +562+20.9% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $303.7K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,249 | $303.7K | 0.01% | +10+0.3% | Added |
| Cetera Trust Company, N.A | 3,225 | $301.3K | 0.18% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,211 | $300.1K | 0.03% | +387+13.7% | Added |
| Whittier Trust Co of Nevada Inc | 3,210 | $299.9K | 0.01% | +177+5.8% | Added |
| Commerzbank Aktiengesellschaft | 3,190 | $299.0K | 0.01% | −2,640−45.3% | Reduced |
| Moody National Bank Trust Division | 3,164 | $295.6K | 0.02% | −1,150−26.7% | Reduced |
| TrinityPoint Wealth, LLC | 3,101 | $289.8K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,049 | $284.9K | 0.03% | +721+31.0% | Added |
| Orion Capital Management LLC | 3,020 | $282.2K | 0.15% | −700−18.8% | Reduced |
| FineMark National Bank & Trust | 3,017 | $281.9K | 0.01% | −2−0.1% | Reduced |
| Lynx Capital Group Ltd | 3,001 | $280.4K | 0.19% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $280.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,977 | $278.2K | 0.02% | −509−14.6% | Reduced |
| Conning Inc. | 2,970 | $277.5K | 0.01% | +175+6.3% | Added |
| Parallel Advisors, LLC | 2,959 | $276.5K | 0.01% | +400+15.6% | Added |
| Dearborn Partners LLC | 2,954 | $276.0K | 0.01% | −225−7.1% | Reduced |
| Keystone Financial Group | 2,946 | $275.3K | 0.04% | +265+9.9% | Added |
| Brighton Jones LLC | 2,928 | $273.6K | 0.01% | +30+1.0% | Added |
| Financial Advocates Investment Management | 2,906 | $271.6K | 0.02% | +12+0.4% | Added |
| Cipher Capital LP | 2,906 | $271.5K | 0.13% | +2,906 | New |
| True North Advisors, LLC | 2,900 | $271.0K | 0.07% | −11−0.4% | Reduced |
| Shelton Capital Management | 2,892 | $270.2K | 0.01% | −300−9.4% | Reduced |
| Keel Point, LLC | 2,886 | $269.7K | 0.03% | −67−2.3% | Reduced |
| Smartleaf Asset Management LLC | 2,902 | $269.3K | 0.05% | +707+32.2% | Added |
| CX Institutional | 2,882 | $269.3K | 0.01% | +12+0.4% | Added |
| HBK Sorce Advisory LLC | 2,871 | $268.3K | 0.01% | +124+4.5% | Added |
| Summit Global Investments | 2,868 | $268.0K | 0.02% | −1,198−29.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,851 | $266.4K | 0.02% | −301−9.5% | Reduced |
| Group One Trading, L.P. | 2,847 | $266.0K | 0.01% | +2,847 | New |
| Equitable Holdings, Inc. | 2,812 | $262.8K | 0.00% | −504−15.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $261.8K | 0.23% | 00.0% | Unchanged |
| River Street Advisors LLC | 2,781 | $259.9K | 0.18% | +81+3.0% | Added |
| AlphaMark Advisors, LLC | 2,759 | $258.0K | 0.09% | −580−17.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,757 | $257.6K | 0.15% | −456−14.2% | Reduced |
| Versor Investments LP | 2,747 | $256.7K | 0.05% | +2,747 | New |
| Sentry Investment Management LLC | 2,720 | $254.0K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,717 | $253.9K | 0.00% | +307+12.7% | Added |
| Sigma Planning Corp | 2,694 | $251.8K | 0.01% | +2,694 | New |
| Graypoint LLC | 2,687 | $251.1K | 0.02% | +122+4.8% | Added |
| Aptus Capital Advisors, LLC | 2,686 | $251.0K | 0.01% | +394+17.2% | Added |
| Caldwell Sutter Capital, Inc. | 2,685 | $250.9K | 0.12% | +270+11.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,671 | $249.6K | 0.03% | +2,671 | New |
| Sage Mountain Advisors LLC | 2,667 | $249.2K | 0.03% | +125+4.9% | Added |
| Bowman & Co S.C. | 2,665 | $249.0K | 0.15% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,646 | $247.2K | 0.06% | +185+7.5% | Added |
| Safeguard Investment Advisory Group, LLC | 2,643 | $247.0K | 0.08% | +18+0.7% | Added |
| Horizon Wealth Management, LLC | 2,643 | $246.9K | 0.06% | +48+1.8% | Added |
| Balboa Wealth Partners | 2,642 | $246.9K | 0.08% | −204−7.2% | Reduced |
| Evergreen Capital Management LLC | 2,640 | $246.7K | 0.01% | +20+0.8% | Added |
| Painted Porch Advisors LLC | 2,623 | $245.1K | 0.15% | 00.0% | Unchanged |