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