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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 759 | $70.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 786 | $70.9K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 753 | $70.4K | 0.00% | +62+9.0% | Added |
| Grove Bank & Trust | 750 | $70.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $69.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 715 | $66.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $65.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 700 | $65.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 679 | $63.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 670 | $62.6K | 0.02% | −66−9.0% | Reduced |
| Wiser Advisor Group LLC | 635 | $59.4K | 0.09% | +3+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 625 | $58.5K | 0.00% | +502+408.1% | Added |
| Caldwell Trust Co | 610 | $57.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $56.1K | 0.00% | +1+0.2% | Added |
| Creative Financial Designs Inc | 592 | $55.3K | 0.01% | −842−58.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 574 | $53.6K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 573 | $53.5K | 0.02% | +573 | New |
| Gradient Investments LLC | 568 | $53.1K | 0.00% | −187−24.8% | Reduced |
| Deseret Mutual Benefit Administrators | 566 | $52.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 560 | $52.3K | 0.01% | +5+0.9% | Added |
| Colonial Trust Co | 531 | $49.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 528 | $49.3K | 0.00% | +4+0.8% | Added |
| Rational Advisors LLC | 524 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 509 | $47.6K | 0.00% | +334+190.9% | Added |
| Creekmur Asset Management LLC | 504 | $47.1K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $46.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $46.7K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $46.7K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 461 | $43.0K | 0.01% | +461 | New |
| FSA Wealth Management LLC | 456 | $42.6K | 0.02% | +3+0.7% | Added |
| Pinnacle Bancorp, Inc. | 450 | $42.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 411 | $38.4K | 0.00% | −12−2.8% | Reduced |
| Larson Financial Group LLC | 400 | $37.4K | 0.00% | −700−63.6% | Reduced |
| Compass Wealth Management LLC | 400 | $37.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 394 | $36.8K | 0.01% | −45−10.3% | Reduced |
| Scarborough Advisors, LLC | 391 | $36.6K | 0.02% | +2+0.5% | Added |
| Asset Dedication, LLC | 351 | $33.0K | 0.00% | +115+48.7% | Added |
| Ronald Blue Trust, Inc. | 353 | $33.0K | 0.00% | −716−67.0% | Reduced |
| Sunbelt Securities, Inc. | 353 | $33.0K | 0.00% | +3+0.9% | Added |
| Princeton Global Asset Management LLC | 350 | $32.7K | 0.01% | +350 | New |
| Silvant Capital Management LLC | 348 | $32.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 343 | $32.0K | 0.01% | −260−43.1% | Reduced |
| Bruce G. Allen Investments, LLC | 343 | $32.0K | 0.03% | +61+21.6% | Added |
| Piscataqua Savings Bank | 338 | $31.6K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 329 | $30.7K | 0.00% | +254+338.7% | Added |
| West Financial Advisors, LLC | 320 | $29.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $28.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $28.0K | 0.01% | −200−40.0% | Reduced |
| Rise Advisors, LLC | 291 | $27.2K | 0.01% | +291 | New |
| Bell Investment Advisors, Inc | 284 | $26.5K | 0.01% | −6−2.1% | Reduced |
| Manitou Investment Management Ltd. | 270 | $25.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 270 | $25.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $25.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 253 | $23.6K | 0.01% | +2+0.8% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $23.4K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 250 | $23.4K | 0.01% | +250 | New |
| Salem Investment Counselors Inc | 231 | $21.6K | 0.00% | −194−45.6% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $21.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 226 | $21.1K | 0.01% | +35+18.3% | Added |
| Operose Advisors LLC | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 217 | $20.3K | 0.00% | +217 | New |
| Financial Perspectives, Inc | 216 | $20.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $20.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 210 | $19.6K | 0.02% | −72−25.5% | Reduced |
| New Covenant Trust Company, N.A. | 207 | $19.3K | 0.02% | +207 | New |
| PSI Advisors, LLC | 203 | $19.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $18.7K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $18.7K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $18.7K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 199 | $18.6K | 0.01% | +199 | New |
| Crewe Advisors LLC | 195 | $18.2K | 0.00% | +195 | New |
| Armstrong Advisory Group, Inc | 192 | $17.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 177 | $16.5K | 0.00% | +157+785.0% | Added |
| GW&K Investment Management, LLC | 168 | $16.0K | 0.00% | −5−2.9% | Reduced |
| Sittner & Nelson, LLC | 171 | $16.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 168 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 167 | $15.6K | 0.01% | +1+0.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 166 | $15.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 164 | $15.3K | 0.00% | +63+62.4% | Added |
| Capital Advisors, Ltd. LLC | 157 | $15.0K | 0.00% | +9+6.1% | Added |
| FinTrust Capital Advisors, LLC | 157 | $14.7K | 0.00% | −185−54.1% | Reduced |
| Brown Brothers Harriman & Co | 151 | $14.1K | 0.00% | −133−46.8% | Reduced |
| Park Place Capital Corp | 151 | $14.1K | 0.01% | +2+1.3% | Added |
| Cambridge Trust Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 142 | $13.3K | 0.01% | +1+0.7% | Added |
| Concord Wealth Partners | 140 | $13.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 140 | $13.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 136 | $13.0K | 0.00% | −40−22.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $13.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 139 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 137 | $12.8K | 0.00% | −5−3.5% | Reduced |
| Albion Financial Group | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 135 | $12.6K | 0.01% | −135−50.0% | Reduced |
| M&R Capital Management Inc | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $12.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 131 | $12.2K | 0.00% | −43−24.7% | Reduced |
| Wolff Wiese Magana LLC | 128 | $12.0K | 0.01% | 00.0% | Unchanged |