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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $20.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $21.0K | 0.00% | +33+19.6% | Added |
| PSI Advisors, LLC | 203 | $21.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 211 | $22.0K | 0.01% | −15−6.6% | Reduced |
| Hollencrest Capital Management | 215 | $22.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $22.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 205 | $22.8K | 0.01% | +205 | New |
| Operose Advisors LLC | 225 | $23.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $23.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $24.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 243 | $25.3K | 0.00% | +243 | New |
| First Foundation Advisors | 245 | $25.5K | 0.00% | +245 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 248 | $25.9K | 0.00% | −377−60.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 250 | $26.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 254 | $26.5K | 0.01% | +1+0.4% | Added |
| TruNorth Capital Management, LLC | 261 | $27.2K | 0.01% | +261 | New |
| Venturi Wealth Management, LLC | 265 | $27.6K | 0.00% | +213+409.6% | Added |
| Covestor Ltd | 266 | $28.0K | 0.02% | +4+1.5% | Added |
| Manitou Investment Management Ltd. | 270 | $28.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 283 | $29.5K | 0.00% | +283 | New |
| Bell Investment Advisors, Inc | 290 | $30.2K | 0.01% | +6+2.1% | Added |
| Rise Advisors, LLC | 293 | $30.6K | 0.02% | +2+0.7% | Added |
| Financial Management Professionals, Inc. | 302 | $31.0K | 0.00% | +166+122.1% | Added |
| Centerpoint Advisors, LLC | 300 | $31.0K | 0.01% | +300 | New |
| IAG Wealth Partners, LLC | 300 | $31.3K | 0.01% | −400−57.1% | Reduced |
| JNBA Financial Advisors | 300 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 304 | $31.7K | 0.01% | +304 | New |
| West Financial Advisors, LLC | 320 | $33.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $35.2K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 343 | $35.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $36.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $36.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 355 | $37.0K | 0.00% | +2+0.6% | Added |
| Private Trust Co NA | 356 | $37.1K | 0.00% | −452−55.9% | Reduced |
| Atlas Capital Advisors LLC | 394 | $41.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 395 | $41.2K | 0.00% | +44+12.5% | Added |
| Scarborough Advisors, LLC | 399 | $41.6K | 0.02% | +8+2.0% | Added |
| Compass Wealth Management LLC | 400 | $41.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 429 | $44.7K | 0.01% | +272+173.2% | Added |
| Twin Tree Management, LP | 437 | $45.6K | 0.00% | +437 | New |
| Opal Wealth Advisors, LLC | 441 | $46.0K | 0.01% | −20−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $46.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 463 | $48.3K | 0.00% | −1,234−72.7% | Reduced |
| Manchester Capital Management LLC | 468 | $48.8K | 0.01% | +139+42.2% | Added |
| Friedenthal Financial | 476 | $49.6K | 0.03% | +476 | New |
| ORG Partners LLC | 480 | $49.9K | 0.01% | +480 | New |
| Rational Advisors LLC | 498 | $51.9K | 0.01% | −26−5.0% | Reduced |
| North Star Investment Management Corp. | 500 | $52.1K | 0.00% | −349−41.1% | Reduced |
| HM Payson & Co | 500 | $52.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $52.1K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $52.1K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 505 | $52.6K | 0.01% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 509 | $53.0K | 0.01% | +98+23.8% | Added |
| MCF Advisors LLC | 528 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 550 | $57.3K | 0.05% | +550 | New |
| CVA Family Office, LLC | 565 | $58.9K | 0.01% | +5+0.9% | Added |
| Deseret Mutual Benefit Administrators | 566 | $59.0K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 574 | $59.8K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 592 | $61.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 596 | $62.1K | 0.00% | +28+4.9% | Added |
| Caldwell Trust Co | 610 | $63.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 626 | $65.3K | 0.01% | −250−28.5% | Reduced |
| Wiser Advisor Group LLC | 641 | $66.7K | 0.10% | +6+0.9% | Added |
| Grove Bank & Trust | 660 | $68.8K | 0.01% | −90−12.0% | Reduced |
| GHP Investment Advisors, Inc. | 679 | $70.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $73.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 700 | $73.0K | 0.01% | +430+159.3% | Added |
| Atlantic Trust, LLC | 715 | $74.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 749 | $78.1K | 0.02% | +79+11.8% | Added |
| Quent Capital, LLC | 759 | $79.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 765 | $79.8K | 0.07% | +422+123.0% | Added |
| Colonial Trust Co | 768 | $80.1K | 0.01% | +237+44.6% | Added |
| First United Bank Trust | 800 | $83.4K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 808 | $84.0K | 0.02% | −75−8.5% | Reduced |
| International Assets Investment Management, LLC | 815 | $85.0K | 0.01% | +815 | New |
| Pathway Financial Advisers, LLC | 822 | $85.6K | 0.03% | +4+0.5% | Added |
| Valley National Advisers Inc | 830 | $86.0K | 0.01% | −10−1.2% | Reduced |
| Washington Trust Co | 850 | $88.6K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 873 | $91.0K | 0.02% | +873 | New |
| Private Ocean, LLC | 910 | $94.9K | 0.01% | −38−4.0% | Reduced |
| Optimum Investment Advisors | 912 | $95.1K | 0.04% | +1+0.1% | Added |
| Bollard Group LLC | 929 | $97.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 948 | $98.8K | 0.00% | −80−7.8% | Reduced |
| First Horizon Advisors, Inc. | 951 | $99.1K | 0.00% | +198+26.3% | Added |
| NBC Securities, Inc. | 962 | $100.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 984 | $102.6K | 0.06% | −165−14.4% | Reduced |
| Baldwin Brothers Inc | 1,000 | $104.3K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,000 | $104.3K | 0.06% | +1,000 | New |
| Tobam | 1,025 | $107.0K | 0.02% | −7,711−88.3% | Reduced |
| Widmann Financial Services, Inc. | 1,029 | $107.3K | 0.09% | +1,029 | New |
| City State Bank | 1,058 | $110.3K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,062 | $110.7K | 0.01% | −8−0.7% | Reduced |
| Zions Bancorporation, N.A. | 1,076 | $112.2K | 0.01% | −103−8.7% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $114.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $119.4K | 0.01% | +400+53.7% | Added |
| Capital Analysts, LLC | 1,189 | $124.0K | 0.01% | +57+5.0% | Added |
| Westside Investment Management, Inc. | 1,200 | $125.1K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $127.8K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,262 | $131.6K | 0.00% | 00.0% | Unchanged |