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Livermore
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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.

Q2 2024 vs. Q1 2024

How the institutions holding Welltower Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WELL: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders963161,001+54
Shares563.4M1.48M585.0M+23.1M (+4.1%)
Value$52.6B$138.2M$61.0B+$8.48B (+16.2%)

16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Welltower Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 124 by value.

Institutions new to WELL in Q2 2024
InstitutionSharesValue% of portfolio
Duff & Phelps Investment Management Co2,445,827$255.0M3.25%
Capital Research Global Investors652,246$68.0M0.01%
Braun Stacey Associates Inc241,582$25.2M0.98%
Corebridge Financial, Inc.152,668$15.9M0.09%
Manning & Napier Advisors LLC141,643$14.8M0.17%
Voloridge Investment Management, LLC123,509$12.9M0.05%
Capital Fund Management S.A.115,681$12.1M0.14%
Balyasny Asset Management LLC113,127$11.8M0.03%
Mirae Asset Global ETFs Holdings Ltd.80,295$8.37M0.02%
Sanctuary Advisors, LLC84,358$7.96M0.06%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)68,539$7.14M0.08%
Mizuho Securities USA LLC46,105$4.81M0.11%
Consolidated Planning Corp43,438$4.53M0.75%
BCJ Capital Management, LLC32,724$3.41M0.27%
Allstate Corp29,166$3.04M0.25%
FORA Capital, LLC25,080$2.61M0.32%
La Banque Postale Asset Management SA22,626$2.36M0.10%
Campbell & CO Investment Adviser LLC22,282$2.32M0.20%
Greenland Capital Management LP20,400$2.13M0.45%
Omers Administration Corp19,259$2.01M0.02%
Wolverine Trading, LLC18,907$1.97M0.03%
Prelude Capital Management, LLC17,819$1.86M0.16%
Fairfield Financial Advisors, LTD14,535$1.52M0.55%
Entropy Technologies, LP13,794$1.44M0.16%
Point72 Asset Management, L.P.13,324$1.39M0.00%
RSM US Wealth Management LLC13,095$1.36M0.02%
Wahed Invest LLC12,868$1.34M0.27%
Paloma Partners Management Co12,211$1.27M0.11%
USA Financial Portformulas Corp10,940$1.14M0.18%
Capital International Sarl10,457$1.09M0.03%
Nebula Research & Development LLC10,033$1.05M0.17%
CTC Alternative Strategies, Ltd.9,997$1.04M0.44%
American Assets Capital Advisers, LLC9,753$1.02M0.32%
Quantitative Investment Management, LLC9,746$1.02M0.11%
Tradewinds, LLC.8,938$931.8K0.29%
Oak Thistle LLC7,097$739.9K0.55%
Jackson Creek Investment Advisors LLC7,055$735.0K0.27%
Burke & Herbert Bank & Trust Co6,465$674.0K0.16%
Ibex Wealth Advisors5,348$557.5K0.09%
Brass Tax Wealth Management, Inc5,233$545.6K0.11%
Intrua Financial, LLC5,152$537.1K0.09%
Fifth Third Wealth Advisors LLC5,094$531.0K0.04%
Foundations Investment Advisors, LLC5,012$522.5K0.01%
Kingswood Wealth Advisors, LLC4,693$489.2K0.04%
Premier Path Wealth Partners, LLC4,151$432.7K0.07%
Hamilton Capital Partners Inc.4,103$427.7K0.05%
Van Hulzen Asset Management, LLC3,940$411.0K0.03%
Relative Value Partners Group, LLC3,565$371.6K0.05%
Peak Planning Group, LLC3,519$366.8K0.18%
Corton Capital Inc.3,295$343.5K0.18%
M&G Plc3,181$330.8K0.00%
Cary Street Partner Investment Advisory LLC3,101$323.3K0.01%
Point72 (DIFC) Ltd2,965$309.1K0.03%
AE Wealth Management LLC2,828$294.9K0.00%
Golden State Equity Partners2,781$289.9K0.06%
Strategic Wealth Partners, Ltd.2,718$283.4K0.03%
Hartline Investment Corp2,652$276.5K0.04%
IFG Advisory, LLC2,467$257.3K0.02%
Covenant Asset Management, LLC2,463$256.8K0.06%
TradeLink Capital LLC2,400$250.0K0.72%
AA Financial Advisors, LLC2,370$247.1K0.09%
Beacon Financial Planning, Inc2,321$242.0K0.16%
Avestar Capital, LLC2,304$240.2K0.03%
Carr Financial Group Corp2,251$234.7K0.07%
LaSalle St. Investment Advisors, LLC2,236$233.0K0.12%
Wealthspire Advisors, LLC2,186$227.9K0.00%
L2 Asset Management, LLC2,182$227.5K0.07%
Contravisory Investment Management, Inc.2,143$223.4K0.05%
Shelton Wealth Management, LLC2,141$223.2K0.13%
Verdence Capital Advisors LLC2,120$221.0K0.02%
SNS Financial Group, LLC2,107$219.7K0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.2,105$219.4K0.07%
Northcape Wealth Management, LLC2,092$218.1K0.08%
Wealth Alliance2,080$216.8K0.03%
Childress Capital Advisors, LLC2,067$215.5K0.06%
Tuttle Tactical Management2,060$213.6K1.28%
Western Wealth Management, LLC2,026$211.2K0.02%
BSW Wealth Partners2,007$209.3K0.03%
GM Advisory Group, Inc.2,000$208.5K0.01%
Echo Wealth Management, LLC2,000$208.5K0.16%
C2C Wealth Management, LLC2,000$208.5K0.20%
Sykon Capital LLC2,000$208.5K0.08%
Commons Capital, LLC1,999$208.4K0.25%
Regions Financial Corp1,962$204.5K0.00%
Bridge Creek Capital Management LLC1,953$203.6K0.07%
Cromwell Holdings LLC1,781$185.7K0.11%
Fairscale Capital, LLC1,503$159.2K0.14%
Global X Japan Co., Ltd.1,422$148.2K0.02%
Triad Wealth Partners, LLC1,317$137.3K0.07%
Widmann Financial Services, Inc.1,029$107.3K0.09%
Camelot Portfolios, LLC1,000$104.3K0.06%
Family Firm, Inc.873$91.0K0.02%
International Assets Investment Management, LLC815$85.0K0.01%
Bank & Trust Co550$57.3K0.05%
ORG Partners LLC480$49.9K0.01%
Friedenthal Financial476$49.6K0.03%
Twin Tree Management, LP437$45.6K0.00%
Cypress Capital, LLC304$31.7K0.01%
Centerpoint Advisors, LLC300$31.0K0.01%
Meeder Asset Management Inc283$29.5K0.00%

Sold out (70)

Institutions that held Welltower Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WELL in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Boston Partners1,314,479$122.8M
ING Groep NV313,817$29.3M
Susquehanna Portfolio Strategies, LLC221,682$20.7M
Waterfront Capital Partners, LLC157,000$14.7M
American International Group, Inc.149,425$14.0M
Moore Capital Management, LP118,100$11.0M
Texas Permanent School Fund114,407$10.7M
Twinbeech Capital LP96,321$9.00M
Gillson Capital LP88,500$8.27M
Caisse de Depot Et Placement du Quebec81,600$7.62M
Lighthouse Investment Partners, LLC60,000$5.61M
DoubleLine ETF Adviser LP42,210$3.94M
Metropolitan Life Insurance Co39,413$3.68M
Winton Group Ltd22,953$2.14M
Pinebridge Investments, L.P.22,888$2.14M
Engineers Gate Manager LP19,688$1.84M
Dean Capital Management15,042$1.41M
Fox Run Management, L.L.C.14,194$1.33M
Alberta Investment Management Corp11,700$1.09M
Capital Group Investment Management Pte. Ltd.10,629$993.2K
Stevens Capital Management LP9,978$932.0K
Man Group plc9,699$906.3K
Quadrature Capital Ltd8,228$768.2K
Lincoln National Corp7,707$720.1K
Machina Capital S.A.S.7,482$699.1K
GTS Securities LLC6,701$626.1K
Magnetar Financial LLC6,551$612.1K
Westwood Holdings Group Inc.6,000$561.0K
Alyeska Investment Group, L.P.5,790$541.0K
Capula Management Ltd5,627$525.8K
Alethea Capital Management, LLC5,296$494.9K
Retirement Guys Formula LLC5,087$475.4K
Strategy Asset Managers LLC4,630$432.6K
Dynamic Technology Lab Private Ltd4,561$426.0K
Connor, Clark & Lunn Investment Management Ltd.4,408$411.9K
HGI Capital Management, LLC4,269$398.9K
BBR Partners, LLC3,864$361.1K
Wendell David Associates Inc3,850$360.0K
Convergence Investment Partners, LLC3,842$359.0K
Kapitalo Investimentos Ltda3,439$321.3K
Insigneo Advisory Services, LLC3,423$319.8K
Group One Trading, L.P.2,847$266.0K
AlphaMark Advisors, LLC2,759$258.0K
Versor Investments LP2,747$256.7K
Horizon Wealth Management, LLC2,643$246.9K
Angeles Investment Advisors, LLC2,394$223.7K
Armor Investment Advisors, LLC2,308$215.7K
Balentine LLC2,173$203.1K
Pineridge Advisors LLC1,714$160.2K
Cornerstone Advisors, LLC1,400$130.8K
Mirova1,283$119.9K
Trust Co850$79.4K
Larson Financial Group LLC400$37.4K
Your Advocates Ltd., LLP250$23.4K
EntryPoint Capital, LLC210$19.6K
New Covenant Trust Company, N.A.207$19.3K
Mma Asset Management LLC199$18.6K
JFS Wealth Advisors, LLC177$16.5K
St Germain D J Co Inc100$9.34K
Delta Asset Management LLC100$9.34K
Logan Capital Management Inc100$9.34K
Headlands Technologies LLC78$7.29K
Sugarloaf Wealth Management, LLC57$5.33K
Psagot Value Holdings Ltd. / (Israel)27$3.00K
Tidemark, LLC22$2.06K
Westend Capital Management, LLC21$1.96K
Financial Synergies Wealth Advisors, Inc.19$1.78K
Anchor Investment Management, LLC10$934
Johnson Financial Group, Inc.6$561
BBJS Financial Advisors, LLC1$138

Not filed for Q2 2024 yet (16)

Institutions that held Welltower Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,102,754$103.0M
Manning & Napier Group, LLC140,713$13.1M
Degroof Petercam Asset Management90,200$8.43M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund80,639$7.54M
Shell Asset Management Co16,966$1.77M
Imprint Wealth LLC11,425$1.05M
Handelsinvest Investeringsforvaltning8,345$780.0K
Summit Financial Group Inc6,465$604.1K
Panoramic Investment Advisors, LLC5,825$544.3K
Eudaimonia Advisors LLC3,406$318.3K
Cipher Capital LP2,906$271.5K
Cutler Group LP2,253$210.0K
Pflug Koory, LLC2,215$207.0K
InterOcean Capital Group, LLC2,203$205.8K
FSA Wealth Management LLC456$42.6K
Cambridge Trust Co150$14.0K