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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 2,573 | $268.3K | 0.08% | −70−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,585 | $269.5K | 0.05% | +274+11.9% | Added |
| Register Financial Advisors LLC | 2,600 | $271.1K | 0.14% | 00.0% | Unchanged |
| Inceptionr LLC | 2,601 | $271.2K | 0.08% | −4,197−61.7% | Reduced |
| Bokf, NA | 2,610 | $272.1K | 0.00% | −8−0.3% | Reduced |
| Balboa Wealth Partners | 2,632 | $274.4K | 0.07% | −10−0.4% | Reduced |
| Hartline Investment Corp | 2,652 | $276.5K | 0.04% | +2,652 | New |
| Bowman & Co S.C. | 2,665 | $277.8K | 0.16% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,661 | $278.9K | 0.03% | −684−20.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,718 | $283.4K | 0.03% | +2,718 | New |
| Fortitude Advisory Group L.L.C. | 2,742 | $285.9K | 0.17% | −15−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,732 | $285.9K | 0.05% | +226+9.0% | Added |
| Abbrea Capital, LLC | 2,767 | $288.0K | 0.04% | −550−16.6% | Reduced |
| Nilsine Partners, LLC | 2,763 | $288.0K | 0.04% | +178+6.9% | Added |
| Summit Trail Advisors, LLC | 2,764 | $288.1K | 0.01% | +153+5.9% | Added |
| Ashton Thomas Private Wealth, LLC | 2,774 | $289.2K | 0.02% | −77−2.7% | Reduced |
| Golden State Equity Partners | 2,781 | $289.9K | 0.06% | +2,781 | New |
| Shelton Capital Management | 2,792 | $291.1K | 0.01% | −100−3.5% | Reduced |
| Keel Point, LLC | 2,502 | $293.2K | 0.03% | −384−13.3% | Reduced |
| Clarius Group, LLC | 2,816 | $293.6K | 0.02% | −161−5.4% | Reduced |
| Summit Global Investments | 2,824 | $294.0K | 0.02% | −44−1.5% | Reduced |
| Equitable Holdings, Inc. | 2,823 | $294.3K | 0.00% | +11+0.4% | Added |
| Pitcairn Co | 2,824 | $294.4K | 0.02% | +362+14.7% | Added |
| AE Wealth Management LLC | 2,828 | $294.9K | 0.00% | +2,828 | New |
| CX Institutional | 2,839 | $296.0K | 0.01% | −43−1.5% | Reduced |
| TrinityPoint Wealth, LLC | 2,853 | $297.4K | 0.05% | −248−8.0% | Reduced |
| Essex Financial Services, Inc. | 2,577 | $298.3K | 0.02% | +295+12.9% | Added |
| Financial Advocates Investment Management | 2,888 | $301.0K | 0.02% | −18−0.6% | Reduced |
| Advisory Services Network, LLC | 2,909 | $303.2K | 0.01% | −340−10.5% | Reduced |
| HBK Sorce Advisory LLC | 2,909 | $303.3K | 0.01% | +38+1.3% | Added |
| Keystone Financial Group | 2,910 | $303.4K | 0.11% | −36−1.2% | Reduced |
| Quest Partners LLC | 2,911 | $303.5K | 0.04% | −4,112−58.6% | Reduced |
| Visionary Wealth Advisors | 2,945 | $307.0K | 0.02% | −395−11.8% | Reduced |
| Point72 (DIFC) Ltd | 2,965 | $309.1K | 0.03% | +2,965 | New |
| Independent Financial Group, LLC | 2,978 | $310.5K | 0.01% | −2,590−46.5% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $312.8K | 0.06% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 3,001 | $312.9K | 0.22% | 00.0% | Unchanged |
| Graypoint LLC | 3,007 | $313.5K | 0.02% | +320+11.9% | Added |
| Dearborn Partners LLC | 3,008 | $313.6K | 0.01% | +54+1.8% | Added |
| FineMark National Bank & Trust | 3,017 | $314.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,020 | $314.8K | 0.01% | +61+2.1% | Added |
| River Street Advisors LLC | 3,044 | $317.3K | 0.20% | +263+9.5% | Added |
| Dynamic Advisor Solutions LLC | 3,082 | $321.3K | 0.01% | −636−17.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,101 | $323.3K | 0.01% | +3,101 | New |
| Conning Inc. | 3,120 | $325.3K | 0.01% | +150+5.1% | Added |
| TownSquare Capital, LLC | 3,148 | $328.2K | 0.00% | +431+15.9% | Added |
| Moody National Bank Trust Division | 3,164 | $329.8K | 0.03% | 00.0% | Unchanged |
| M&G Plc | 3,181 | $330.8K | 0.00% | +3,181 | New |
| Aptus Capital Advisors, LLC | 3,187 | $332.2K | 0.01% | +501+18.7% | Added |
| Cetera Trust Company, N.A | 3,225 | $336.2K | 0.21% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,238 | $337.6K | 0.01% | +598+22.7% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $338.8K | 0.14% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,251 | $338.9K | 0.27% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,279 | $341.9K | 0.01% | −1,451−30.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,292 | $343.2K | 0.02% | −178−5.1% | Reduced |
| Corton Capital Inc. | 3,295 | $343.5K | 0.18% | +3,295 | New |
| Stock Yards Bank & Trust Co | 3,308 | $344.9K | 0.01% | −82−2.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $345.9K | 0.23% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,332 | $347.4K | 0.22% | 00.0% | Unchanged |
| SFMG, LLC | 3,354 | $349.6K | 0.03% | −62−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $354.1K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,400 | $354.4K | 0.04% | +31+0.9% | Added |
| EP Wealth Advisors, LLC | 3,428 | $357.3K | 0.00% | +41+1.2% | Added |
| Commerzbank Aktiengesellschaft | 3,437 | $359.0K | 0.01% | +247+7.7% | Added |
| PDS Planning, Inc | 3,452 | $359.9K | 0.04% | +80+2.4% | Added |
| Peak Planning Group, LLC | 3,519 | $366.8K | 0.18% | +3,519 | New |
| Benjamin F. Edwards & Company, Inc. | 3,523 | $367.0K | 0.01% | +1,080+44.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $367.2K | 0.03% | −641−15.4% | Reduced |
| Smartleaf Asset Management LLC | 3,577 | $369.7K | 0.06% | +675+23.3% | Added |
| Lake Street Financial LLC | 3,565 | $371.6K | 0.05% | −41−1.1% | Reduced |
| Relative Value Partners Group, LLC | 3,565 | $371.6K | 0.05% | +3,565 | New |
| Valeo Financial Advisors, LLC | 3,574 | $372.6K | 0.01% | −21−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,586 | $374.0K | 0.01% | +14+0.4% | Added |
| Cambria Investment Management, L.P. | 3,593 | $374.6K | 0.02% | +342+10.5% | Added |
| MQS Management LLC | 3,634 | $378.8K | 0.23% | −1,815−33.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,651 | $379.7K | 0.21% | +49+1.4% | Added |
| Livelsberger Financial Advisory | 3,678 | $383.4K | 5.72% | +15+0.4% | Added |
| Whittier Trust Co | 3,706 | $386.3K | 0.01% | +50+1.4% | Added |
| Allworth Financial LP | 3,598 | $386.5K | 0.00% | +1,615+81.4% | Added |
| Moors & Cabot, Inc. | 3,717 | $387.5K | 0.02% | +25+0.7% | Added |
| Southland Equity Partners LLC | 3,722 | $388.0K | 0.11% | −890−19.3% | Reduced |
| Proficio Capital Partners LLC | 3,743 | $390.2K | 0.04% | −960−20.4% | Reduced |
| Investment Advisory Services Inc | 3,755 | $391.5K | 0.14% | −411−9.9% | Reduced |
| Baldwin Investment Management, LLC | 3,760 | $392.0K | 0.05% | +450+13.6% | Added |
| Evanson Asset Management, LLC | 3,761 | $392.1K | 0.03% | +10+0.3% | Added |
| Flputnam Investment Management Co | 3,805 | $396.7K | 0.01% | +21+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 3,809 | $397.1K | 0.08% | −316−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,826 | $398.9K | 0.06% | −152−3.8% | Reduced |
| Tectonic Advisors LLC | 3,836 | $399.9K | 0.03% | +280+7.9% | Added |
| LifePlan Financial, LLC | 3,840 | $400.3K | 0.37% | −282−6.8% | Reduced |
| Buckingham Strategic Partners | 3,860 | $402.4K | 0.01% | −98−2.5% | Reduced |
| Sage Mountain Advisors LLC | 3,873 | $403.7K | 0.04% | +1,206+45.2% | Added |
| Carmichael Hill & Associates, Inc. | 3,884 | $404.9K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,910 | $407.7K | 0.01% | +982+33.5% | Added |
| Principal Securities, Inc. | 3,935 | $410.2K | 0.01% | −206−5.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,940 | $411.0K | 0.03% | +3,940 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $413.0K | 0.16% | 00.0% | Unchanged |
| LCNB Corp | 3,973 | $414.2K | 0.15% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,057 | $423.0K | 0.02% | +122+3.1% | Added |
| Harbour Investments, Inc. | 4,059 | $423.2K | 0.01% | +355+9.6% | Added |