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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.

Institutional holdersQ2 2024: 1,001 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2024: $61.0B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2024.

Institutions holding WELL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Broadwater Capital Management LLC200$20.9K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC192$20.0K0.00%+175+1,029.4%Added
Armstrong Advisory Group, Inc191$19.9K0.00%−1−0.5%Reduced
Redwood Wealth Management Group, LLC186$19.4K0.01%+186New
EdgeRock Capital LLC186$19.4K0.02%+186New
McIlrath & Eck, LLC184$19.2K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC184$19.0K0.00%+27+17.2%Added
Bank of New Hampshire182$19.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC176$18.4K0.00%−333−65.4%Reduced
Elequin Capital LP174$18.1K0.00%−43−19.8%Reduced
Sittner & Nelson, LLC171$17.8K0.01%00.0%Unchanged
Bellevue Asset Management, LLC168$17.5K0.01%+1+0.6%Added
JJJ Advisors Inc.168$17.5K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC166$17.3K0.01%00.0%Unchanged
Raleigh Capital Management Inc.158$16.5K0.01%+23+17.0%Added
Park Place Capital Corp151$15.7K0.01%00.0%Unchanged
HGK Asset Management Inc150$15.6K0.00%+150New
Concord Wealth Partners148$15.4K0.00%+8+5.7%Added
Hazlett, Burt & Watson, Inc.142$15.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC143$14.9K0.01%+1+0.7%Added
NBT Bank N A141$14.6K0.00%+1+0.7%Added
Provenance Wealth Advisors, LLC139$14.5K0.00%00.0%Unchanged
Evermay Wealth Management LLC137$14.3K0.00%00.0%Unchanged
Albion Financial Group135$14.1K0.00%00.0%Unchanged
M&R Capital Management Inc135$14.1K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$13.9K0.00%00.0%Unchanged
Arlington Trust Co LLC131$13.7K0.00%00.0%Unchanged
Providence Capital Advisors, LLC129$13.4K0.00%+79+158.0%Added
Wolff Wiese Magana LLC128$13.3K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC127$13.2K0.01%+127New
West Paces Advisors Inc.117$12.2K0.00%−18−13.3%Reduced
Oliver Lagore Vanvalin Investment Group115$12.0K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc115$12.0K0.00%+115New
Coppell Advisory Solutions LLC108$11.3K0.00%+108New
Tucker Asset Management LLC106$11.1K0.00%00.0%Unchanged
Abound Wealth Management106$11.0K0.00%−6−5.4%Reduced
Coston, McIsaac & Partners115$11.0K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division104$10.8K0.00%00.0%Unchanged
Trust Co of Vermont100$10.4K0.00%−64−39.0%Reduced
Barrett & Company, Inc.100$10.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$10.4K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$10.4K0.00%00.0%Unchanged
Fairway Wealth LLC99$10.3K0.01%+99New
Householder Group Estate & Retirement Specialist, LLC100$10.0K0.00%−200−66.7%Reduced
Prestige Wealth Management Group LLC90$9.38K0.00%−6,642−98.7%Reduced
NewSquare Capital LLC88$9.17K0.00%00.0%Unchanged
Sachetta, LLC79$8.87K0.00%−707−89.9%Reduced
Citizens National Bank Trust Department83$8.65K0.00%00.0%Unchanged
Red Tortoise LLC81$8.44K0.00%00.0%Unchanged
Y.D. More Investments Ltd78$8.13K0.00%+78New
Raffa Wealth Management, LLC73$7.61K0.00%00.0%Unchanged
Robinswood Financial LLC72$7.51K0.00%00.0%Unchanged
Dunhill Financial, LLC69$7.20K0.00%+1+1.5%Added
Avion Wealth72$7.00K0.00%+16+28.6%Added
Highline Wealth Partners LLC66$6.88K0.00%+56+560.0%Added
Bartlett & Co. Wealth Management LLC66$6.88K0.00%+59+842.9%Added
Versant Capital Management, Inc64$6.67K0.00%+57+814.3%Added
Crewe Advisors LLC63$6.57K0.00%−132−67.7%Reduced
Semmax Financial Advisors Inc.55$6.48K0.00%00.0%Unchanged
Front Row Advisors LLC58$6.05K0.00%00.0%Unchanged
Birchbrook, Inc.57$5.99K0.00%00.0%Unchanged
American National Bank55$5.73K0.00%+55New
Brown Brothers Harriman & Co51$5.32K0.00%−100−66.2%Reduced
Fortis Group Advisors, LLC50$5.21K0.00%00.0%Unchanged
Peoples Bank50$5.21K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC46$4.80K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC43$4.55K0.00%+6+16.2%Added
Aspect Partners, LLC42$4.38K0.00%+31+281.8%Added
Carolinas Wealth Consulting LLC34$3.54K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$3.54K0.00%00.0%Unchanged
Eagle Bay Advisors LLC34$3.54K0.00%+34New
TFC Financial Management32$3.35K0.00%+6+23.1%Added
Belpointe Asset Management LLC31$3.25K0.00%+31New
Planning Capital Management Corp31$3.23K0.00%00.0%Unchanged
Horizon Bancorp Inc26$3.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC27$3.00K0.00%+18+200.0%Added
WR Wealth Planners, LLC28$2.92K0.00%+14+100.0%Added
Moisand Fitzgerald Tamayo, LLC22$2.29K0.00%00.0%Unchanged
South State Corp.21$2.19K0.00%+21New
Unique Wealth Strategies, LLC23$2.15K0.00%+23New
Private Wealth Management Group, LLC20$2.08K0.00%00.0%Unchanged
Castleview Partners, LLC17$1.77K0.00%−13−43.3%Reduced
Duncker Streett & Co Inc17$1.77K0.00%+17New
NVWM, LLC16$1.67K0.00%+5+45.5%Added
Trifecta Capital Advisors, LLC15$1.56K0.00%00.0%Unchanged
Core Alternative Capital14$1.46K0.00%00.0%Unchanged
Anfield Capital Management, LLC14$1.46K0.00%+14New
Ruedi Wealth Management, Inc.14$1.46K0.00%+14New
Strengthening Families & Communities, LLC6$1.00K0.00%+6New
RFP Financial Group LLC9$9840.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.9$8410.00%+9New
Global Financial Private Client, LLC6$6260.00%00.0%Unchanged
Lynx Investment Advisory6$6260.00%+6New
ClariVest Asset Management LLC6$6200.00%00.0%Unchanged
TD Capital Management LLC5$5240.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$5220.00%00.0%Unchanged
Sofos Investments, Inc.5$5210.00%−29−85.3%Reduced
Caitlin John, LLC1$1040.00%−5−83.3%Reduced
Davis Selected Advisers96,500$00.00%−33,470−25.8%Reduced
Loomis Sayles & Co L P1$00.00%+1New