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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 4,091 | $426.5K | 0.01% | −71−1.7% | Reduced |
| Hamilton Capital Partners Inc. | 4,103 | $427.7K | 0.05% | +4,103 | New |
| Apollon Wealth Management, LLC | 4,112 | $428.7K | 0.01% | −112−2.7% | Reduced |
| Premier Path Wealth Partners, LLC | 4,151 | $432.7K | 0.07% | +4,151 | New |
| Dorsey & Whitney Trust CO LLC | 4,166 | $434.3K | 0.03% | +61+1.5% | Added |
| Financial Counselors Inc | 4,168 | $434.5K | 0.01% | −30−0.7% | Reduced |
| Bessemer Group Inc | 4,218 | $440.0K | 0.00% | +105+2.6% | Added |
| First American Trust, FSB | 4,249 | $443.0K | 0.04% | +15+0.4% | Added |
| Wedbush Securities Inc | 4,269 | $445.0K | 0.02% | −147−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,289 | $447.2K | 0.01% | +3+0.1% | Added |
| SpiderRock Advisors, LLC | 4,327 | $451.1K | 0.01% | −55−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,351 | $453.6K | 0.01% | +1,141+35.5% | Added |
| Atomi Financial Group, Inc. | 4,354 | $453.9K | 0.03% | +1,305+42.8% | Added |
| Carmel Capital Partners, LLC | 4,362 | $454.7K | 0.19% | +70+1.6% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $458.4K | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 4,411 | $459.9K | 0.14% | −260−5.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $464.6K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,503 | $469.4K | 0.17% | +240+5.6% | Added |
| Clearstead Advisors, LLC | 4,507 | $469.8K | 0.01% | +1,208+36.6% | Added |
| Syon Capital LLC | 4,512 | $470.3K | 0.04% | +176+4.1% | Added |
| AlphaCore Capital LLC | 4,530 | $472.3K | 0.11% | +69+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,627 | $482.3K | 0.01% | −1,725−27.2% | Reduced |
| Gold Investment Management Ltd. | 4,631 | $482.8K | 0.20% | −2,915−38.6% | Reduced |
| Cypress Capital Group | 4,639 | $483.6K | 0.06% | −197−4.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,693 | $489.2K | 0.04% | +4,693 | New |
| Associated Banc-Corp | 4,714 | $491.4K | 0.02% | +11+0.2% | Added |
| Integrated Advisors Network LLC | 4,753 | $495.5K | 0.03% | −198−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,766 | $496.9K | 0.01% | +1,515+46.6% | Added |
| Investment Advisory Group, LLC | 4,846 | $505.2K | 0.20% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,850 | $505.6K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,878 | $508.5K | 0.14% | +299+6.5% | Added |
| Schechter Investment Advisors, LLC | 4,936 | $514.5K | 0.04% | +112+2.3% | Added |
| LRI Investments, LLC | 4,953 | $516.4K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,965 | $517.6K | 0.05% | +284+6.1% | Added |
| Nations Financial Group Inc, | 4,999 | $521.2K | 0.04% | −144−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 5,012 | $522.5K | 0.01% | +5,012 | New |
| ARS Wealth Advisors Group, LLC | 5,057 | $527.2K | 0.07% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 5,060 | $527.5K | 0.38% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,094 | $531.0K | 0.04% | +5,094 | New |
| IHT Wealth Management, LLC | 5,108 | $532.5K | 0.02% | +67+1.3% | Added |
| Hendershot Investments Inc. | 5,142 | $536.1K | 0.08% | −600−10.4% | Reduced |
| Intrua Financial, LLC | 5,152 | $537.1K | 0.09% | +5,152 | New |
| Good Life Advisors, LLC | 5,195 | $541.5K | 0.04% | +137+2.7% | Added |
| Everhart Financial Group, Inc. | 5,215 | $543.7K | 0.14% | +346+7.1% | Added |
| Drake & Associates, LLC | 5,233 | $545.6K | 0.20% | +289+5.8% | Added |
| Brass Tax Wealth Management, Inc | 5,233 | $545.6K | 0.11% | +5,233 | New |
| LongView Wealth Management | 5,258 | $548.2K | 0.20% | +142+2.8% | Added |
| Texas Yale Capital Corp. | 5,262 | $548.5K | 0.03% | +234+4.7% | Added |
| Ibex Wealth Advisors | 5,348 | $557.5K | 0.09% | +5,348 | New |
| Centiva Capital, LP | 5,382 | $561.1K | 0.03% | −20,205−79.0% | Reduced |
| Ellevest, Inc. | 5,382 | $561.1K | 0.03% | +656+13.9% | Added |
| Exchange Traded Concepts, LLC | 5,400 | $563.0K | 0.01% | −187−3.3% | Reduced |
| Ballentine Partners, LLC | 5,479 | $571.2K | 0.01% | +661+13.7% | Added |
| HF Advisory Group, LLC | 5,492 | $572.6K | 0.30% | +6+0.1% | Added |
| Lumbard & Kellner, LLC | 5,496 | $573.0K | 0.27% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,515 | $574.9K | 0.03% | +2,844+106.5% | Added |
| Retirement Planning Co of New England, Inc. | 5,627 | $586.6K | 0.32% | +15+0.3% | Added |
| Jump Financial, LLC | 5,628 | $586.7K | 0.01% | −9,764−63.4% | Reduced |
| Huntington National Bank | 5,632 | $587.1K | 0.00% | +30+0.5% | Added |
| Bailard, Inc. | 5,635 | $587.4K | 0.02% | −64−1.1% | Reduced |
| NorthRock Partners, LLC | 5,710 | $595.3K | 0.02% | −51−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 5,748 | $599.2K | 0.01% | −224,401−97.5% | Reduced |
| Abn Amro Investment Solutions | 5,916 | $616.7K | 0.01% | +3,736+171.4% | Added |
| Proequities, Inc. | 5,918 | $616.9K | 0.04% | +79+1.4% | Added |
| Sara-Bay Financial | 6,007 | $626.2K | 0.25% | +655+12.2% | Added |
| Values First Advisors, Inc. | 6,020 | $627.6K | 0.38% | +10+0.2% | Added |
| Johnson Investment Counsel Inc | 6,046 | $630.3K | 0.01% | +222+3.8% | Added |
| Dudley Capital Management, LLC | 6,075 | $633.3K | 0.35% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,127 | $639.0K | 0.12% | +270+4.6% | Added |
| CAPROCK Group, Inc. | 6,144 | $640.5K | 0.03% | +868+16.5% | Added |
| Virtu Financial LLC | 6,146 | $641.0K | 0.04% | +279+4.8% | Added |
| Edgestream Partners, L.P. | 6,155 | $641.7K | 0.03% | +3,616+142.4% | Added |
| Glenmede Trust Co NA | 6,159 | $642.1K | 0.00% | +148+2.5% | Added |
| Allianz SE | 6,270 | $653.6K | 0.02% | −7,865−55.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,292 | $655.9K | 0.02% | +305+5.1% | Added |
| Ingalls & Snyder LLC | 6,326 | $659.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,425 | $669.8K | 0.03% | +196+3.1% | Added |
| Davenport & Co LLC | 6,452 | $672.5K | 0.00% | +47+0.7% | Added |
| Dodds Wealth, LLC | 6,422 | $673.2K | 0.26% | −1,107−14.7% | Reduced |
| Level Four Advisory Services, LLC | 6,464 | $674.0K | 0.03% | −1,917−22.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,465 | $674.0K | 0.16% | +6,465 | New |
| Madden Advisory Services, Inc. | 6,506 | $678.3K | 0.34% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,550 | $682.8K | 0.05% | +672+11.4% | Added |
| Vestmark Advisory Solutions, Inc. | 6,551 | $682.9K | 0.03% | −202−3.0% | Reduced |
| Greenup Street Wealth Management LLC | 6,573 | $685.2K | 0.16% | +30.0% | Added |
| Boothbay Fund Management, LLC | 6,582 | $686.2K | 0.02% | −5,336−44.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,602 | $688.3K | 0.01% | +119+1.8% | Added |
| Pacific Sun Financial Corp | 6,738 | $702.4K | 0.42% | −150−2.2% | Reduced |
| Stephens Inc | 6,753 | $704.0K | 0.01% | +71+1.1% | Added |
| Richwood Investment Advisors, LLC | 6,845 | $713.6K | 0.63% | −87−1.3% | Reduced |
| Wedmont Private Capital | 6,872 | $716.1K | 0.05% | +1,716+33.3% | Added |
| GAMMA Investing LLC | 6,882 | $717.5K | 0.10% | +2,474+56.1% | Added |
| Geneos Wealth Management Inc. | 6,955 | $725.1K | 0.03% | +6,355+1,059.2% | Added |
| Farmers & Merchants Investments Inc | 6,990 | $728.7K | 0.02% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 7,055 | $735.0K | 0.27% | +7,055 | New |
| Arkadios Wealth Advisors | 7,063 | $736.4K | 0.05% | +19+0.3% | Added |
| Fulcrum Capital LLC | 7,088 | $738.9K | 0.17% | +252+3.7% | Added |
| Oak Thistle LLC | 7,097 | $739.9K | 0.55% | +7,097 | New |
| Sherbrooke Park Advisers LLC | 7,125 | $742.8K | 0.13% | −10,066−58.6% | Reduced |
| HB Wealth Management, LLC | 7,200 | $750.7K | 0.01% | +1,287+21.8% | Added |