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Livermore
Livermore
ZHEN

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
Summit Trail Advisors, LLC2,611$244.0K0.01%−96−3.5%Reduced
Register Financial Advisors LLC2,600$242.9K0.13%00.0%Unchanged
NBW Capital LLC2,590$242.0K0.05%+2,590New
Nilsine Partners, LLC2,585$241.5K0.03%−309−10.7%Reduced
Bokf, NA2,618$240.8K0.00%−88−3.3%Reduced
Wharton Business Group, LLC2,555$239.0K0.01%00.0%Unchanged
Edgestream Partners, L.P.2,539$237.2K0.01%−686−21.3%Reduced
Hudock, Inc.2,513$234.8K0.05%+7+0.3%Added
180 Wealth Advisors, LLC2,506$234.2K0.04%+2,506New
Mosaic Family Wealth Partners, LLC2,500$233.6K0.04%00.0%Unchanged
Fiduciary Trust Co2,490$232.7K0.00%00.0%Unchanged
Pitcairn Co2,462$230.0K0.01%+2,462New
First National Bank of Mount Dora, Trust Investment Services2,455$229.4K0.06%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,443$228.0K0.00%−603−19.8%Reduced
Cambiar Investors LLC2,438$227.8K0.01%−1,532−38.6%Reduced
Mutual Advisors, LLC2,414$225.6K0.01%−75−3.0%Reduced
Clifford Swan Investment Counsel LLC2,406$224.8K0.01%00.0%Unchanged
Angeles Investment Advisors, LLC2,394$223.7K0.01%+72+3.1%Added
Whalerock Point Partners, LLC2,389$223.2K0.06%−1,000−29.5%Reduced
Sound View Wealth Advisors Group, LLC2,376$222.0K0.02%00.0%Unchanged
Moloney Securities Asset Management, LLC2,341$218.7K0.03%−35−1.5%Reduced
Rehmann Capital Advisory Group2,313$216.1K0.02%−134−5.5%Reduced
Legacy Financial Advisors, Inc.2,311$215.9K0.04%+2,311New
Schneider Downs Wealth Management Advisors, LP2,310$215.8K0.05%00.0%Unchanged
Armor Investment Advisors, LLC2,308$215.7K0.10%−285−11.0%Reduced
Planned Solutions, Inc.2,307$215.6K0.11%00.0%Unchanged
MTM Investment Management, LLC2,300$214.9K0.09%00.0%Unchanged
Titleist Asset Management, LLC2,293$214.2K0.04%+15+0.7%Added
Essex Financial Services, Inc.2,282$213.2K0.02%+2,282New
Mystic Asset Management, Inc.2,265$211.6K0.09%+2,265New
Cutler Group LP2,253$210.0K0.11%+2,253New
Cullen/Frost Bankers, Inc.2,246$209.9K0.00%−200−8.2%Reduced
Pflug Koory, LLC2,215$207.0K0.10%00.0%Unchanged
Blue Fin Capital, Inc.2,210$206.5K0.05%+2,210New
InterOcean Capital Group, LLC2,203$205.8K0.00%−218−9.0%Reduced
Sit Investment Associates Inc2,195$205.0K0.00%+2,195New
Jacobi Capital Management LLC2,194$205.0K0.02%+2,194New
Abn Amro Investment Solutions2,180$203.7K0.00%+2,180New
Strategic Blueprint, LLC2,176$203.3K0.01%+2,176New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,175$203.2K0.01%−61−2.7%Reduced
Balentine LLC2,173$203.1K0.01%+2,173New
Synovus Financial Corp2,157$202.3K0.00%+2,157New
Baltimore-Washington Financial Advisors, Inc.2,157$201.6K0.01%−1,197−35.7%Reduced
Farther Finance Advisors, LLC2,038$187.4K0.01%+39+2.0%Added
Allworth Financial LP1,983$185.3K0.00%+273+16.0%Added
CIBC Private Wealth Group, LLC1,994$183.4K0.00%−291−12.7%Reduced
SYSTM Wealth Solutions LLC1,946$181.8K0.02%−163−7.7%Reduced
Motco1,913$178.8K0.01%−40−2.0%Reduced
EverSource Wealth Advisors, LLC1,865$177.7K0.01%+394+26.8%Added
Mather Group, LLC.1,945$175.4K0.00%+1,945New
Assetmark, Inc1,858$173.6K0.00%+66+3.7%Added
Ninepoint Partners LP1,816$169.7K0.02%00.0%Unchanged
Massmutual Trust Co FSB1,740$162.6K0.01%+101+6.2%Added
Bullock Wealth Management Group1,758$161.7K0.11%+1,758New
Colonial Trust Advisors1,721$160.8K0.02%−26−1.5%Reduced
Pineridge Advisors LLC1,714$160.2K0.06%+69+4.2%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,700$158.8K0.07%+520+44.1%Added
Spire Wealth Management1,697$158.6K0.00%+27+1.6%Added
Harbor Investment Advisory, LLC1,596$149.1K0.02%00.0%Unchanged
Riverview Trust Co1,582$147.8K0.11%+1,582New
Continuum Advisory, LLC1,471$145.9K0.02%+1,471New
Hanson & Doremus Investment Management1,500$140.0K0.02%00.0%Unchanged
TD Private Client Wealth LLC1,453$135.8K0.00%+75+5.4%Added
Cornerstone Advisors, LLC1,400$130.8K0.01%+1,400New
Aspire Private Capital, LLC1,373$128.3K0.03%+3+0.2%Added
MV Capital Management, Inc.1,368$127.8K0.01%−2−0.1%Reduced
SJS Investment Consulting Inc.1,356$126.7K0.03%+183+15.6%Added
Beacon Capital Management, LLC1,347$125.9K0.03%+470+53.6%Added
Parkside Financial Bank & Trust1,345$125.7K0.02%−420−23.8%Reduced
Alta Advisers Ltd1,300$121.5K0.06%00.0%Unchanged
Mirova1,283$119.9K0.02%00.0%Unchanged
TCTC Holdings, LLC1,262$117.9K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,261$114.7K0.00%−9−0.7%Reduced
Key Financial Inc1,226$114.6K0.03%00.0%Unchanged
Rothschild Investment LLC1,188$111.0K0.01%+20+1.7%Added
Westside Investment Management, Inc.1,200$110.7K0.03%00.0%Unchanged
Zions Bancorporation, N.A.1,179$110.2K0.01%−26−2.2%Reduced
ICA Group Wealth Management, LLC1,149$107.4K0.02%+37+3.3%Added
Capital Analysts, LLC1,132$106.0K0.00%+2+0.2%Added
Dogwood Wealth Management LLC1,121$104.8K0.07%+258+29.9%Added
Arcadia Investment Management Corp1,101$102.9K0.02%00.0%Unchanged
AdvisorNet Financial, Inc1,070$100.0K0.01%+7+0.7%Added
City State Bank1,058$99.0K0.04%00.0%Unchanged
Paradigm Asset Management Co LLC1,038$97.0K0.02%00.0%Unchanged
IFP Advisors, Inc1,028$96.0K0.00%+94+10.1%Added
Baldwin Brothers Inc1,000$93.4K0.01%00.0%Unchanged
NBC Securities, Inc.962$89.0K0.01%00.0%Unchanged
Private Ocean, LLC948$88.6K0.01%00.0%Unchanged
Bollard Group LLC929$87.0K0.00%00.0%Unchanged
Optimum Investment Advisors911$85.1K0.04%+1+0.1%Added
Glen Eagle Advisors, LLC876$81.8K0.02%+57+7.0%Added
Rosenberg Matthew Hamilton883$81.2K0.02%00.0%Unchanged
Washington Trust Co850$79.4K0.00%00.0%Unchanged
Trust Co850$79.4K0.01%00.0%Unchanged
North Star Investment Management Corp.849$79.3K0.01%+333+64.5%Added
Valley National Advisers Inc840$78.0K0.01%−85−9.2%Reduced
Pathway Financial Advisers, LLC818$76.5K0.03%−131−13.8%Reduced
Private Trust Co NA808$75.5K0.01%−17−2.1%Reduced
First United Bank Trust800$74.8K0.03%−90−10.1%Reduced
Acadian Asset Management LLC769$71.0K0.00%−3,700−82.8%Reduced