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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.

13F holders, Q2 2024

Institutional positions in Welltower Inc. as of Jun 30, 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
1,001
+54 vs. Q1 2024
Shares held
585.0M
+23.1M (+4.1%) vs. Q1 2024
Total value
$61.0B
+$8.48B (+16.2%) vs. Q1 2024
New holders
124
439 more added
Sold out
70
287 more reduced

16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,001 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 heldQ2 2024: $61.0B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2024.

Institutions holding WELL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Davis Selected Advisers96,500$00.00%−33,470−25.8%Reduced
Loomis Sayles & Co L P1$00.00%+1New
Caitlin John, LLC1$1040.00%−5−83.3%Reduced
Sofos Investments, Inc.5$5210.00%−29−85.3%Reduced
Delos Wealth Advisors, LLC5$5220.00%00.0%Unchanged
TD Capital Management LLC5$5240.00%00.0%Unchanged
ClariVest Asset Management LLC6$6200.00%00.0%Unchanged
Global Financial Private Client, LLC6$6260.00%00.0%Unchanged
Lynx Investment Advisory6$6260.00%+6New
Wetzel Investment Advisors, Inc.9$8410.00%+9New
RFP Financial Group LLC9$9840.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$1.00K0.00%+6New
Core Alternative Capital14$1.46K0.00%00.0%Unchanged
Anfield Capital Management, LLC14$1.46K0.00%+14New
Ruedi Wealth Management, Inc.14$1.46K0.00%+14New
Trifecta Capital Advisors, LLC15$1.56K0.00%00.0%Unchanged
NVWM, LLC16$1.67K0.00%+5+45.5%Added
Castleview Partners, LLC17$1.77K0.00%−13−43.3%Reduced
Duncker Streett & Co Inc17$1.77K0.00%+17New
Private Wealth Management Group, LLC20$2.08K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC23$2.15K0.00%+23New
South State Corp.21$2.19K0.00%+21New
Moisand Fitzgerald Tamayo, LLC22$2.29K0.00%00.0%Unchanged
WR Wealth Planners, LLC28$2.92K0.00%+14+100.0%Added
Cornerstone Planning Group LLC27$3.00K0.00%+18+200.0%Added
Horizon Bancorp Inc26$3.00K0.00%00.0%Unchanged
Planning Capital Management Corp31$3.23K0.00%00.0%Unchanged
Belpointe Asset Management LLC31$3.25K0.00%+31New
TFC Financial Management32$3.35K0.00%+6+23.1%Added
Carolinas Wealth Consulting LLC34$3.54K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$3.54K0.00%00.0%Unchanged
Eagle Bay Advisors LLC34$3.54K0.00%+34New
Aspect Partners, LLC42$4.38K0.00%+31+281.8%Added
Kayne Anderson Rudnick Investment Management LLC43$4.55K0.00%+6+16.2%Added
Redmont Wealth Advisors LLC46$4.80K0.01%00.0%Unchanged
Peoples Bank50$5.21K0.00%00.0%Unchanged
Fortis Group Advisors, LLC50$5.21K0.00%00.0%Unchanged
Brown Brothers Harriman & Co51$5.32K0.00%−100−66.2%Reduced
American National Bank55$5.73K0.00%+55New
Birchbrook, Inc.57$5.99K0.00%00.0%Unchanged
Front Row Advisors LLC58$6.05K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.55$6.48K0.00%00.0%Unchanged
Crewe Advisors LLC63$6.57K0.00%−132−67.7%Reduced
Versant Capital Management, Inc64$6.67K0.00%+57+814.3%Added
Highline Wealth Partners LLC66$6.88K0.00%+56+560.0%Added
Bartlett & Co. Wealth Management LLC66$6.88K0.00%+59+842.9%Added
Avion Wealth72$7.00K0.00%+16+28.6%Added
Dunhill Financial, LLC69$7.20K0.00%+1+1.5%Added
Robinswood Financial LLC72$7.51K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$7.61K0.00%00.0%Unchanged
Y.D. More Investments Ltd78$8.13K0.00%+78New
Red Tortoise LLC81$8.44K0.00%00.0%Unchanged
Citizens National Bank Trust Department83$8.65K0.00%00.0%Unchanged
Sachetta, LLC79$8.87K0.00%−707−89.9%Reduced
NewSquare Capital LLC88$9.17K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC90$9.38K0.00%−6,642−98.7%Reduced
Householder Group Estate & Retirement Specialist, LLC100$10.0K0.00%−200−66.7%Reduced
Fairway Wealth LLC99$10.3K0.01%+99New
Trust Co of Vermont100$10.4K0.00%−64−39.0%Reduced
Barrett & Company, Inc.100$10.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$10.4K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$10.4K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division104$10.8K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$11.0K0.00%00.0%Unchanged
Abound Wealth Management106$11.0K0.00%−6−5.4%Reduced
Tucker Asset Management LLC106$11.1K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC108$11.3K0.00%+108New
Oliver Lagore Vanvalin Investment Group115$12.0K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc115$12.0K0.00%+115New
West Paces Advisors Inc.117$12.2K0.00%−18−13.3%Reduced
Financial Network Wealth Advisors LLC127$13.2K0.01%+127New
Wolff Wiese Magana LLC128$13.3K0.01%00.0%Unchanged
Providence Capital Advisors, LLC129$13.4K0.00%+79+158.0%Added
Arlington Trust Co LLC131$13.7K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$13.9K0.00%00.0%Unchanged
Albion Financial Group135$14.1K0.00%00.0%Unchanged
M&R Capital Management Inc135$14.1K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$14.3K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC139$14.5K0.00%00.0%Unchanged
NBT Bank N A141$14.6K0.00%+1+0.7%Added
Burkett Financial Services, LLC143$14.9K0.01%+1+0.7%Added
Hazlett, Burt & Watson, Inc.142$15.0K0.01%00.0%Unchanged
Concord Wealth Partners148$15.4K0.00%+8+5.7%Added
HGK Asset Management Inc150$15.6K0.00%+150New
Park Place Capital Corp151$15.7K0.01%00.0%Unchanged
Raleigh Capital Management Inc.158$16.5K0.01%+23+17.0%Added
Atlantic Edge Private Wealth Management, LLC166$17.3K0.01%00.0%Unchanged
JJJ Advisors Inc.168$17.5K0.00%00.0%Unchanged
Bellevue Asset Management, LLC168$17.5K0.01%+1+0.6%Added
Sittner & Nelson, LLC171$17.8K0.01%00.0%Unchanged
Elequin Capital LP174$18.1K0.00%−43−19.8%Reduced
Sound Income Strategies, LLC176$18.4K0.00%−333−65.4%Reduced
Bank of New Hampshire182$19.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC184$19.0K0.00%+27+17.2%Added
McIlrath & Eck, LLC184$19.2K0.00%00.0%Unchanged
EdgeRock Capital LLC186$19.4K0.02%+186New
Redwood Wealth Management Group, LLC186$19.4K0.01%+186New
Armstrong Advisory Group, Inc191$19.9K0.00%−1−0.5%Reduced
GPS Wealth Strategies Group, LLC192$20.0K0.00%+175+1,029.4%Added
Global Trust Asset Management, LLC200$20.9K0.01%00.0%Unchanged