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