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 |
|---|---|---|---|---|---|
| CWM, LLC | 14,915 | $1.55M | 0.01% | +1,194+8.7% | Added |
| Old Second National Bank of Aurora | 14,965 | $1.56M | 0.40% | −585−3.8% | Reduced |
| Arbor Capital Management Inc | 15,047 | $1.56M | 1.45% | −165−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,331 | $1.60M | 0.08% | +1,279+9.1% | Added |
| HighPoint Advisor Group LLC | 14,305 | $1.61M | 0.10% | +5,586+64.1% | Added |
| Brinker Capital Investments, LLC | 15,459 | $1.61M | 0.02% | +2,147+16.1% | Added |
| Orion Portfolio Solutions, LLC | 15,459 | $1.61M | 0.02% | +2,147+16.1% | Added |
| Sandy Spring Bank | 15,606 | $1.63M | 0.07% | +2,600+20.0% | Added |
| Wambolt & Associates, LLC | 16,174 | $1.68M | 0.49% | +817+5.3% | Added |
| RDA Financial Network | 16,161 | $1.68M | 0.55% | +104+0.6% | Added |
| Everence Capital Management Inc | 17,680 | $1.69M | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,169 | $1.69M | 0.01% | −547−3.3% | Reduced |
| Liberty Capital Management, Inc. | 16,179 | $1.69M | 0.40% | −223−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 16,212 | $1.69M | 0.02% | +1,974+13.9% | Added |
| O'Rourke & Company, Inc | 16,254 | $1.69M | 0.95% | +18+0.1% | Added |
| Davy Global Fund Management Ltd | 16,272 | $1.70M | 0.19% | +10,468+180.4% | Added |
| Sumitomo Life Insurance Co | 16,287 | $1.70M | 0.04% | −2,103−11.4% | Reduced |
| Groupama Asset Managment | 16,287 | $1.70M | 0.03% | +9,315+133.6% | Added |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.72M | 0.16% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16,842 | $1.76M | 0.28% | +52+0.3% | Added |
| Colony Group, LLC | 16,959 | $1.77M | 0.01% | +2,206+15.0% | Added |
| Cullinan Associates Inc | 17,190 | $1.79M | 0.10% | +11,380+195.9% | Added |
| Assenagon Asset Management S.A. | 17,231 | $1.80M | 0.00% | +583+3.5% | Added |
| Veriti Management LLC | 17,634 | $1.84M | 0.11% | +2,748+18.5% | Added |
| Vontobel Holding Ltd. | 17,771 | $1.85M | 0.01% | −863−4.6% | Reduced |
| Prelude Capital Management, LLC | 17,819 | $1.86M | 0.16% | +17,819 | New |
| Beacon Pointe Advisors, LLC | 18,443 | $1.92M | 0.02% | +1,009+5.8% | Added |
| Forte Capital LLC | 18,660 | $1.95M | 0.23% | −1,569−7.8% | Reduced |
| Wolverine Trading, LLC | 18,907 | $1.97M | 0.03% | +18,907 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,029 | $1.98M | 0.05% | +1,467+8.4% | Added |
| GYL Financial Synergies, LLC | 19,114 | $1.99M | 0.15% | +524+2.8% | Added |
| Capital Investment Advisors, LLC | 19,191 | $2.00M | 0.05% | −731−3.7% | Reduced |
| Omers Administration Corp | 19,259 | $2.01M | 0.02% | +19,259 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 19,285 | $2.01M | 0.14% | +1,020+5.6% | Added |
| NEOS Investment Management LLC | 19,328 | $2.01M | 0.08% | +5,976+44.8% | Added |
| Concurrent Investment Advisors, LLC | 19,349 | $2.02M | 0.07% | +12,092+166.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,377 | $2.02M | 0.19% | −1,362−6.6% | Reduced |
| Private Advisor Group, LLC | 19,918 | $2.08M | 0.01% | −2,125−9.6% | Reduced |
| Banque Cantonale Vaudoise | 20,034 | $2.09M | 0.08% | +9,075+82.8% | Added |
| United Capital Financial Advisers, LLC | 20,278 | $2.11M | 0.02% | −1,426−6.6% | Reduced |
| Greenland Capital Management LP | 20,400 | $2.13M | 0.45% | +20,400 | New |
| Proquility Private Wealth Partners, LLC | 20,541 | $2.14M | 0.73% | +278+1.4% | Added |
| Ieq Capital, LLC | 20,553 | $2.14M | 0.03% | +2,261+12.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,746 | $2.16M | 0.02% | +2,250+12.2% | Added |
| Kinneret Advisory, LLC | 21,187 | $2.21M | 0.21% | −9,113−30.1% | Reduced |
| Stratos Wealth Partners, LTD. | 21,203 | $2.21M | 0.04% | +16,156+320.1% | Added |
| Verition Fund Management LLC | 21,281 | $2.22M | 0.02% | −21,169−49.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,659 | $2.26M | 0.01% | +790+3.8% | Added |
| Moran Wealth Management, LLC | 21,762 | $2.27M | 0.07% | −836−3.7% | Reduced |
| Alpine Global Management, LLC | 22,000 | $2.29M | 0.40% | −1,500−6.4% | Reduced |
| Jones Financial Companies LLLP | 22,007 | $2.29M | 0.00% | +13,850+169.8% | Added |
| FJ Capital Management LLC | 22,108 | $2.30M | 0.24% | +2,162+10.8% | Added |
| Campbell & CO Investment Adviser LLC | 22,282 | $2.32M | 0.20% | +22,282 | New |
| La Banque Postale Asset Management SA | 22,626 | $2.36M | 0.10% | +22,626 | New |
| Meiji Yasuda Asset Management Co Ltd. | 22,772 | $2.37M | 0.10% | +3,084+15.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 22,842 | $2.38M | 0.05% | +11,386+99.4% | Added |
| Meiji Yasuda Life Insurance Co | 23,138 | $2.41M | 0.05% | +2,250+10.8% | Added |
| Commerce Bank | 23,316 | $2.43M | 0.02% | −1,512−6.1% | Reduced |
| MAI Capital Management | 23,578 | $2.46M | 0.02% | +3,710+18.7% | Added |
| Avitas Wealth Management LLC | 23,820 | $2.48M | 0.36% | +65+0.3% | Added |
| XTX Topco Ltd | 24,135 | $2.52M | 0.22% | +13,767+132.8% | Added |
| Gamco Investors, Inc. Et Al | 24,250 | $2.53M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 24,404 | $2.54M | 0.06% | +2,200+9.9% | Added |
| Raymond James Trust N.A. | 24,666 | $2.57M | 0.06% | +512+2.1% | Added |
| FORA Capital, LLC | 25,080 | $2.61M | 0.32% | +25,080 | New |
| Erste Asset Management GmbH | 25,300 | $2.62M | 0.03% | −800−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $2.66M | 0.03% | 00.0% | Unchanged |
| Lincluden Management Ltd | 25,579 | $2.67M | 0.32% | 00.0% | Unchanged |
| Boston Family Office LLC | 25,801 | $2.69M | 0.19% | +207+0.8% | Added |
| Romano Brothers and Company | 26,153 | $2.73M | 0.38% | −350−1.3% | Reduced |
| Appleton Partners Inc | 26,204 | $2.73M | 0.21% | −115−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 26,840 | $2.80M | 0.06% | +5,946+28.5% | Added |
| GeoWealth Management, LLC | 27,102 | $2.83M | 0.12% | +9,150+51.0% | Added |
| Dean Investment Associates, LLC | 27,312 | $2.85M | 0.40% | +4,634+20.4% | Added |
| Ossiam | 27,411 | $2.86M | 0.05% | +1,185+4.5% | Added |
| Kestra Advisory Services, LLC | 27,426 | $2.86M | 0.02% | +10,601+63.0% | Added |
| Buckingham Capital Management, Inc. | 27,740 | $2.89M | 0.35% | +18,200+190.8% | Added |
| New Mexico Educational Retirement Board | 27,848 | $2.90M | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 28,082 | $2.93M | 0.05% | +792+2.9% | Added |
| Crossmark Global Holdings, Inc. | 28,120 | $2.93M | 0.06% | +1,436+5.4% | Added |
| Atria Investments LLC | 29,145 | $3.04M | 0.04% | +1,774+6.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,151 | $3.04M | 0.31% | −241−0.8% | Reduced |
| Allstate Corp | 29,166 | $3.04M | 0.25% | +29,166 | New |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $3.05M | 0.07% | −1,950−6.3% | Reduced |
| Impax Asset Management Group plc | 29,448 | $3.07M | 0.01% | −20,975−41.6% | Reduced |
| Blair William & Co | 29,586 | $3.08M | 0.01% | +100.0% | Added |
| Summit Place Financial Advisors, LLC | 29,884 | $3.12M | 1.84% | −240−0.8% | Reduced |
| Merit Financial Group, LLC | 29,947 | $3.12M | 0.07% | +124+0.4% | Added |
| Perpetual Ltd | 30,264 | $3.16M | 0.03% | −2,180−6.7% | Reduced |
| Intech Investment Management LLC | 30,485 | $3.18M | 0.04% | +8,191+36.7% | Added |
| Rainey & Randall Investment Management Inc. | 30,490 | $3.18M | 0.75% | +24+0.1% | Added |
| Mercer Global Advisors Inc | 72,446 | $3.21M | 0.01% | +2,602+3.7% | Added |
| National Asset Management, Inc. | 30,821 | $3.21M | 0.08% | −3,618−10.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,290 | $3.26M | 0.01% | −996−3.1% | Reduced |
| Vanderbilt University | 31,832 | $3.32M | 0.69% | +20,528+181.6% | Added |
| Quantinno Capital Management LP | 32,551 | $3.39M | 0.06% | +5,494+20.3% | Added |
| BCJ Capital Management, LLC | 32,724 | $3.41M | 0.27% | +32,724 | New |
| Westover Capital Advisors, LLC | 32,819 | $3.42M | 0.88% | +462+1.4% | Added |
| Nicola Wealth Management Ltd. | 23,995 | $3.42M | 0.31% | +6,300+35.6% | Added |
| Spinnaker Trust | 33,042 | $3.44M | 0.22% | +55+0.2% | Added |