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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 7,225 | $753.2K | 0.20% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,260 | $756.9K | 0.04% | −251−3.3% | Reduced |
| Red Cedar Investment Management, LLC | 7,439 | $775.5K | 0.11% | −1,705−18.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,493 | $781.2K | 0.01% | −181−2.4% | Reduced |
| Stiles Financial Services Inc | 7,567 | $788.9K | 0.30% | +24+0.3% | Added |
| Global Retirement Partners, LLC | 7,745 | $807.5K | 0.03% | +278+3.7% | Added |
| Harvest Fund Management Co., Ltd | 7,867 | $821.0K | 0.06% | +2,278+40.8% | Added |
| Carnegie Capital Asset Management, LLC | 7,948 | $828.6K | 0.03% | −162−2.0% | Reduced |
| Dakota Wealth Management | 7,955 | $829.4K | 0.02% | +1,030+14.9% | Added |
| Prospera Financial Services Inc | 7,987 | $833.3K | 0.02% | +46+0.6% | Added |
| Atlantic Union Bankshares Corp | 8,000 | $834.0K | 0.05% | −350−4.2% | Reduced |
| Qtron Investments LLC | 8,099 | $844.3K | 0.12% | +2,540+45.7% | Added |
| Wetherby Asset Management Inc | 8,126 | $847.1K | 0.04% | −270−3.2% | Reduced |
| Busey Wealth Management | 8,128 | $847.3K | 0.03% | −907−10.0% | Reduced |
| Quadrant Capital Group LLC | 8,163 | $851.0K | 0.06% | +353+4.5% | Added |
| Savant Capital, LLC | 8,269 | $862.0K | 0.01% | +430+5.5% | Added |
| Community Bank & Trust, Waco, Texas | 8,323 | $868.0K | 0.22% | −120−1.4% | Reduced |
| Ofi Invest Asset Management | 8,984 | $873.9K | 0.02% | +37+0.4% | Added |
| Schnieders Capital Management LLC | 8,396 | $875.3K | 0.18% | −100−1.2% | Reduced |
| Lazard Asset Management LLC | 8,520 | $888.0K | 0.00% | −30.0% | Reduced |
| Horizon Investments, LLC | 8,658 | $902.6K | 0.02% | +643+8.0% | Added |
| Panagora Asset Management Inc | 8,780 | $915.3K | 0.00% | −999−10.2% | Reduced |
| Brookstone Capital Management | 8,589 | $917.2K | 0.02% | −6,813−44.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,872 | $924.9K | 0.00% | +3,948+80.2% | Added |
| Penserra Capital Management LLC | 8,874 | $926.0K | 0.01% | +612+7.4% | Added |
| Tradewinds, LLC. | 8,938 | $931.8K | 0.29% | +8,938 | New |
| Greenleaf Trust | 9,013 | $939.6K | 0.01% | +1,107+14.0% | Added |
| Trueblood Wealth Management, LLC | 9,062 | $944.7K | 0.53% | +10.0% | Added |
| Ancora Advisors, LLC | 9,160 | $954.9K | 0.02% | −1,325−12.6% | Reduced |
| Change Path, LLC | 9,174 | $956.0K | 0.05% | +3,053+49.9% | Added |
| Signaturefd, LLC | 9,250 | $964.4K | 0.02% | +142+1.6% | Added |
| Profund Advisors LLC | 9,263 | $965.7K | 0.04% | +915+11.0% | Added |
| Coldstream Capital Management Inc | 9,274 | $966.8K | 0.02% | +1,104+13.5% | Added |
| Baird Financial Group, Inc. | 9,274 | $966.8K | 0.00% | −1,255−11.9% | Reduced |
| Checchi Capital Advisers, LLC | 9,310 | $970.6K | 0.08% | +191+2.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,335 | $973.2K | 0.22% | +1,137+13.9% | Added |
| Federated Hermes, Inc. | 9,337 | $973.4K | 0.00% | +1,470+18.7% | Added |
| Azzad Asset Management Inc | 9,365 | $976.3K | 0.12% | +3,286+54.1% | Added |
| Empowered Funds, LLC | 9,398 | $979.7K | 0.02% | +2,033+27.6% | Added |
| Nomura Holdings Inc | 9,404 | $980.4K | 0.01% | +4,986+112.9% | Added |
| Diversified Trust Co | 9,534 | $993.9K | 0.03% | +5,579+141.1% | Added |
| Frank, Rimerman Advisors LLC | 9,535 | $994.0K | 0.07% | +9,500+27,142.9% | Added |
| Catalytic Wealth RIA, LLC | 9,542 | $994.8K | 0.20% | +6,286+193.1% | Added |
| Jeppson Wealth Management, LLC | 9,618 | $1.00M | 0.38% | −10−0.1% | Reduced |
| GWM Advisors LLC | 9,641 | $1.01M | 0.01% | +848+9.6% | Added |
| Quantitative Investment Management, LLC | 9,746 | $1.02M | 0.11% | +9,746 | New |
| American Assets Capital Advisers, LLC | 9,753 | $1.02M | 0.32% | +9,753 | New |
| CTC Alternative Strategies, Ltd. | 9,997 | $1.04M | 0.44% | +9,997 | New |
| American Assets Investment Management, LLC | 10,000 | $1.04M | 0.10% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 10,033 | $1.05M | 0.17% | +10,033 | New |
| Sanibel Captiva Trust Company, Inc. | 10,179 | $1.06M | 0.04% | −267−2.6% | Reduced |
| Walleye Capital LLC | 10,259 | $1.07M | 0.01% | +4,512+78.5% | Added |
| Lido Advisors, LLC | 10,285 | $1.07M | 0.01% | +953+10.2% | Added |
| PFG Investments, LLC | 10,310 | $1.07M | 0.08% | +231+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 10,419 | $1.09M | 0.00% | 00.0% | Unchanged |
| Capital International Sarl | 10,457 | $1.09M | 0.03% | +10,457 | New |
| Paradigm Asset Management Co LLC | 10,538 | $1.10M | 0.31% | +9,500+915.2% | Added |
| NFP Retirement, Inc. | 10,584 | $1.10M | 0.09% | −177−1.6% | Reduced |
| Welch Group, LLC | 10,700 | $1.12M | 0.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,706 | $1.12M | 0.01% | −48,394−81.9% | Reduced |
| Gray Wealth Management Inc. | 10,914 | $1.14M | 0.49% | −31−0.3% | Reduced |
| USA Financial Portformulas Corp | 10,940 | $1.14M | 0.18% | +10,940 | New |
| Independent Advisor Alliance | 11,038 | $1.15M | 0.04% | +162+1.5% | Added |
| Park Avenue Securities LLC | 11,245 | $1.17M | 0.01% | −933−7.7% | Reduced |
| Snowden Capital Advisors LLC | 11,410 | $1.19M | 0.04% | −523−4.4% | Reduced |
| Banco Santander, S.A. | 11,486 | $1.20M | 0.01% | −150−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,555 | $1.20M | 0.01% | +974+9.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,685 | $1.22M | 0.12% | +1,532+15.1% | Added |
| Resources Investment Advisors, LLC. | 11,686 | $1.22M | 0.02% | +820+7.5% | Added |
| ProVise Management Group, LLC | 11,692 | $1.22M | 0.10% | −494−4.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,752 | $1.23M | 0.21% | −122−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,839 | $1.23M | 0.47% | +128+1.1% | Added |
| LGT Fund Management Co Ltd. | 11,864 | $1.24M | 0.15% | +1,627+15.9% | Added |
| Presima Inc. | 11,937 | $1.24M | 0.28% | −42,300−78.0% | Reduced |
| Warren Averett Asset Management, LLC | 11,956 | $1.25M | 0.02% | +250+2.1% | Added |
| Simplicity Wealth,LLC | 12,155 | $1.27M | 0.03% | +113+0.9% | Added |
| Bleakley Financial Group, LLC | 12,179 | $1.27M | 0.04% | +83+0.7% | Added |
| Paloma Partners Management Co | 12,211 | $1.27M | 0.11% | +12,211 | New |
| Garrison Bradford & Associates Inc | 12,380 | $1.29M | 1.33% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 12,504 | $1.30M | 0.09% | +3,836+44.3% | Added |
| Investment Management Corp of Ontario | 12,616 | $1.32M | 0.04% | +3,700+41.5% | Added |
| Old North State Wealth Management, LLC | 12,786 | $1.33M | 0.88% | −10,699−45.6% | Reduced |
| Wahed Invest LLC | 12,868 | $1.34M | 0.27% | +12,868 | New |
| RSM US Wealth Management LLC | 13,095 | $1.36M | 0.02% | +13,095 | New |
| AIA Group Ltd | 13,200 | $1.38M | 0.04% | +800+6.5% | Added |
| Wesbanco Bank Inc | 13,242 | $1.38M | 0.05% | −131−1.0% | Reduced |
| Point72 Asset Management, L.P. | 13,324 | $1.39M | 0.00% | +13,324 | New |
| Illinois Municipal Retirement Fund | 13,466 | $1.40M | 0.02% | −49,008−78.4% | Reduced |
| American Financial Advisors, LLC | 13,609 | $1.42M | 0.20% | −629−4.4% | Reduced |
| Advance Capital Management, Inc. | 13,673 | $1.43M | 0.07% | +82+0.6% | Added |
| Entropy Technologies, LP | 13,794 | $1.44M | 0.16% | +13,794 | New |
| United Services Automobile Association | 13,857 | $1.44M | 0.04% | −1,012−6.8% | Reduced |
| Lockheed Martin Investment Management Co | 14,350 | $1.50M | 0.09% | −8,603−37.5% | Reduced |
| Toroso Investments, LLC | 14,377 | $1.50M | 0.02% | −6,949−32.6% | Reduced |
| NTV Asset Management LLC | 14,444 | $1.51M | 0.22% | −25−0.2% | Reduced |
| Fairfield Financial Advisors, LTD | 14,535 | $1.52M | 0.55% | +14,535 | New |
| Creegan & Nassoura Financial Group, LLC | 14,557 | $1.52M | 1.04% | −310−2.1% | Reduced |
| Benjamin Edwards Inc | 14,590 | $1.52M | 0.29% | +9,344+178.1% | Added |
| Verde Capital Management | 14,832 | $1.55M | 0.49% | +2,797+23.2% | Added |
| Bard Associates Inc | 14,887 | $1.55M | 0.59% | −100−0.7% | Reduced |