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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 7,200 | $750.7K | 0.01% | +1,287+21.8% | Added |
| Sherbrooke Park Advisers LLC | 7,125 | $742.8K | 0.13% | −10,066−58.6% | Reduced |
| Oak Thistle LLC | 7,097 | $739.9K | 0.55% | +7,097 | New |
| Fulcrum Capital LLC | 7,088 | $738.9K | 0.17% | +252+3.7% | Added |
| Arkadios Wealth Advisors | 7,063 | $736.4K | 0.05% | +19+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 7,055 | $735.0K | 0.27% | +7,055 | New |
| Farmers & Merchants Investments Inc | 6,990 | $728.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,955 | $725.1K | 0.03% | +6,355+1,059.2% | Added |
| GAMMA Investing LLC | 6,882 | $717.5K | 0.10% | +2,474+56.1% | Added |
| Wedmont Private Capital | 6,872 | $716.1K | 0.05% | +1,716+33.3% | Added |
| Richwood Investment Advisors, LLC | 6,845 | $713.6K | 0.63% | −87−1.3% | Reduced |
| Stephens Inc | 6,753 | $704.0K | 0.01% | +71+1.1% | Added |
| Pacific Sun Financial Corp | 6,738 | $702.4K | 0.42% | −150−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,602 | $688.3K | 0.01% | +119+1.8% | Added |
| Boothbay Fund Management, LLC | 6,582 | $686.2K | 0.02% | −5,336−44.8% | Reduced |
| Greenup Street Wealth Management LLC | 6,573 | $685.2K | 0.16% | +30.0% | Added |
| Vestmark Advisory Solutions, Inc. | 6,551 | $682.9K | 0.03% | −202−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 6,550 | $682.8K | 0.05% | +672+11.4% | Added |
| Madden Advisory Services, Inc. | 6,506 | $678.3K | 0.34% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,465 | $674.0K | 0.16% | +6,465 | New |
| Level Four Advisory Services, LLC | 6,464 | $674.0K | 0.03% | −1,917−22.9% | Reduced |
| Dodds Wealth, LLC | 6,422 | $673.2K | 0.26% | −1,107−14.7% | Reduced |
| Davenport & Co LLC | 6,452 | $672.5K | 0.00% | +47+0.7% | Added |
| Ameritas Advisory Services, LLC | 6,425 | $669.8K | 0.03% | +196+3.1% | Added |
| Ingalls & Snyder LLC | 6,326 | $659.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,292 | $655.9K | 0.02% | +305+5.1% | Added |
| Allianz SE | 6,270 | $653.6K | 0.02% | −7,865−55.6% | Reduced |
| Glenmede Trust Co NA | 6,159 | $642.1K | 0.00% | +148+2.5% | Added |
| Edgestream Partners, L.P. | 6,155 | $641.7K | 0.03% | +3,616+142.4% | Added |
| Virtu Financial LLC | 6,146 | $641.0K | 0.04% | +279+4.8% | Added |
| CAPROCK Group, Inc. | 6,144 | $640.5K | 0.03% | +868+16.5% | Added |
| Cigna Investments Inc | 6,127 | $639.0K | 0.12% | +270+4.6% | Added |
| Dudley Capital Management, LLC | 6,075 | $633.3K | 0.35% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,046 | $630.3K | 0.01% | +222+3.8% | Added |
| Values First Advisors, Inc. | 6,020 | $627.6K | 0.38% | +10+0.2% | Added |
| Sara-Bay Financial | 6,007 | $626.2K | 0.25% | +655+12.2% | Added |
| Proequities, Inc. | 5,918 | $616.9K | 0.04% | +79+1.4% | Added |
| Abn Amro Investment Solutions | 5,916 | $616.7K | 0.01% | +3,736+171.4% | Added |
| Capstone Investment Advisors, LLC | 5,748 | $599.2K | 0.01% | −224,401−97.5% | Reduced |
| NorthRock Partners, LLC | 5,710 | $595.3K | 0.02% | −51−0.9% | Reduced |
| Bailard, Inc. | 5,635 | $587.4K | 0.02% | −64−1.1% | Reduced |
| Huntington National Bank | 5,632 | $587.1K | 0.00% | +30+0.5% | Added |
| Jump Financial, LLC | 5,628 | $586.7K | 0.01% | −9,764−63.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,627 | $586.6K | 0.32% | +15+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,515 | $574.9K | 0.03% | +2,844+106.5% | Added |
| Lumbard & Kellner, LLC | 5,496 | $573.0K | 0.27% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,492 | $572.6K | 0.30% | +6+0.1% | Added |
| Ballentine Partners, LLC | 5,479 | $571.2K | 0.01% | +661+13.7% | Added |
| Exchange Traded Concepts, LLC | 5,400 | $563.0K | 0.01% | −187−3.3% | Reduced |
| Centiva Capital, LP | 5,382 | $561.1K | 0.03% | −20,205−79.0% | Reduced |
| Ellevest, Inc. | 5,382 | $561.1K | 0.03% | +656+13.9% | Added |
| Ibex Wealth Advisors | 5,348 | $557.5K | 0.09% | +5,348 | New |
| Texas Yale Capital Corp. | 5,262 | $548.5K | 0.03% | +234+4.7% | Added |
| LongView Wealth Management | 5,258 | $548.2K | 0.20% | +142+2.8% | Added |
| Drake & Associates, LLC | 5,233 | $545.6K | 0.20% | +289+5.8% | Added |
| Brass Tax Wealth Management, Inc | 5,233 | $545.6K | 0.11% | +5,233 | New |
| Everhart Financial Group, Inc. | 5,215 | $543.7K | 0.14% | +346+7.1% | Added |
| Good Life Advisors, LLC | 5,195 | $541.5K | 0.04% | +137+2.7% | Added |
| Intrua Financial, LLC | 5,152 | $537.1K | 0.09% | +5,152 | New |
| Hendershot Investments Inc. | 5,142 | $536.1K | 0.08% | −600−10.4% | Reduced |
| IHT Wealth Management, LLC | 5,108 | $532.5K | 0.02% | +67+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,094 | $531.0K | 0.04% | +5,094 | New |
| Benchmark Investment Advisors LLC | 5,060 | $527.5K | 0.38% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,057 | $527.2K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,012 | $522.5K | 0.01% | +5,012 | New |
| Nations Financial Group Inc, | 4,999 | $521.2K | 0.04% | −144−2.8% | Reduced |
| Ostrum Asset Management | 4,965 | $517.6K | 0.05% | +284+6.1% | Added |
| LRI Investments, LLC | 4,953 | $516.4K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,936 | $514.5K | 0.04% | +112+2.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,878 | $508.5K | 0.14% | +299+6.5% | Added |
| Tower Bridge Advisors | 4,850 | $505.6K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,846 | $505.2K | 0.20% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,766 | $496.9K | 0.01% | +1,515+46.6% | Added |
| Integrated Advisors Network LLC | 4,753 | $495.5K | 0.03% | −198−4.0% | Reduced |
| Associated Banc-Corp | 4,714 | $491.4K | 0.02% | +11+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,693 | $489.2K | 0.04% | +4,693 | New |
| Cypress Capital Group | 4,639 | $483.6K | 0.06% | −197−4.1% | Reduced |
| Gold Investment Management Ltd. | 4,631 | $482.8K | 0.20% | −2,915−38.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,627 | $482.3K | 0.01% | −1,725−27.2% | Reduced |
| AlphaCore Capital LLC | 4,530 | $472.3K | 0.11% | +69+1.5% | Added |
| Syon Capital LLC | 4,512 | $470.3K | 0.04% | +176+4.1% | Added |
| Clearstead Advisors, LLC | 4,507 | $469.8K | 0.01% | +1,208+36.6% | Added |
| Prudent Man Advisors, LLC | 4,503 | $469.4K | 0.17% | +240+5.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $464.6K | 0.03% | 00.0% | Unchanged |
| Monument Capital Management | 4,411 | $459.9K | 0.14% | −260−5.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $458.4K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,362 | $454.7K | 0.19% | +70+1.6% | Added |
| Atomi Financial Group, Inc. | 4,354 | $453.9K | 0.03% | +1,305+42.8% | Added |
| Whittier Trust Co of Nevada Inc | 4,351 | $453.6K | 0.01% | +1,141+35.5% | Added |
| SpiderRock Advisors, LLC | 4,327 | $451.1K | 0.01% | −55−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,289 | $447.2K | 0.01% | +3+0.1% | Added |
| Wedbush Securities Inc | 4,269 | $445.0K | 0.02% | −147−3.3% | Reduced |
| First American Trust, FSB | 4,249 | $443.0K | 0.04% | +15+0.4% | Added |
| Bessemer Group Inc | 4,218 | $440.0K | 0.00% | +105+2.6% | Added |
| Financial Counselors Inc | 4,168 | $434.5K | 0.01% | −30−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,166 | $434.3K | 0.03% | +61+1.5% | Added |
| Premier Path Wealth Partners, LLC | 4,151 | $432.7K | 0.07% | +4,151 | New |
| Apollon Wealth Management, LLC | 4,112 | $428.7K | 0.01% | −112−2.7% | Reduced |
| Hamilton Capital Partners Inc. | 4,103 | $427.7K | 0.05% | +4,103 | New |
| Glenview Trust Co | 4,091 | $426.5K | 0.01% | −71−1.7% | Reduced |