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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,059 | $423.2K | 0.01% | +355+9.6% | Added |
| Lake Street Advisors Group, LLC | 4,057 | $423.0K | 0.02% | +122+3.1% | Added |
| LCNB Corp | 3,973 | $414.2K | 0.15% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $413.0K | 0.16% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,940 | $411.0K | 0.03% | +3,940 | New |
| Principal Securities, Inc. | 3,935 | $410.2K | 0.01% | −206−5.0% | Reduced |
| Brighton Jones LLC | 3,910 | $407.7K | 0.01% | +982+33.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,884 | $404.9K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,873 | $403.7K | 0.04% | +1,206+45.2% | Added |
| Buckingham Strategic Partners | 3,860 | $402.4K | 0.01% | −98−2.5% | Reduced |
| LifePlan Financial, LLC | 3,840 | $400.3K | 0.37% | −282−6.8% | Reduced |
| Tectonic Advisors LLC | 3,836 | $399.9K | 0.03% | +280+7.9% | Added |
| Personal Cfo Solutions, LLC | 3,826 | $398.9K | 0.06% | −152−3.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,809 | $397.1K | 0.08% | −316−7.7% | Reduced |
| Flputnam Investment Management Co | 3,805 | $396.7K | 0.01% | +21+0.6% | Added |
| Evanson Asset Management, LLC | 3,761 | $392.1K | 0.03% | +10+0.3% | Added |
| Baldwin Investment Management, LLC | 3,760 | $392.0K | 0.05% | +450+13.6% | Added |
| Investment Advisory Services Inc | 3,755 | $391.5K | 0.14% | −411−9.9% | Reduced |
| Proficio Capital Partners LLC | 3,743 | $390.2K | 0.04% | −960−20.4% | Reduced |
| Southland Equity Partners LLC | 3,722 | $388.0K | 0.11% | −890−19.3% | Reduced |
| Moors & Cabot, Inc. | 3,717 | $387.5K | 0.02% | +25+0.7% | Added |
| Allworth Financial LP | 3,598 | $386.5K | 0.00% | +1,615+81.4% | Added |
| Whittier Trust Co | 3,706 | $386.3K | 0.01% | +50+1.4% | Added |
| Livelsberger Financial Advisory | 3,678 | $383.4K | 5.72% | +15+0.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,651 | $379.7K | 0.21% | +49+1.4% | Added |
| MQS Management LLC | 3,634 | $378.8K | 0.23% | −1,815−33.3% | Reduced |
| Cambria Investment Management, L.P. | 3,593 | $374.6K | 0.02% | +342+10.5% | Added |
| Great Valley Advisor Group, Inc. | 3,586 | $374.0K | 0.01% | +14+0.4% | Added |
| Valeo Financial Advisors, LLC | 3,574 | $372.6K | 0.01% | −21−0.6% | Reduced |
| Lake Street Financial LLC | 3,565 | $371.6K | 0.05% | −41−1.1% | Reduced |
| Relative Value Partners Group, LLC | 3,565 | $371.6K | 0.05% | +3,565 | New |
| Smartleaf Asset Management LLC | 3,577 | $369.7K | 0.06% | +675+23.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $367.2K | 0.03% | −641−15.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,523 | $367.0K | 0.01% | +1,080+44.2% | Added |
| Peak Planning Group, LLC | 3,519 | $366.8K | 0.18% | +3,519 | New |
| PDS Planning, Inc | 3,452 | $359.9K | 0.04% | +80+2.4% | Added |
| Commerzbank Aktiengesellschaft | 3,437 | $359.0K | 0.01% | +247+7.7% | Added |
| EP Wealth Advisors, LLC | 3,428 | $357.3K | 0.00% | +41+1.2% | Added |
| CoreCap Advisors, LLC | 3,400 | $354.4K | 0.04% | +31+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $354.1K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 3,354 | $349.6K | 0.03% | −62−1.8% | Reduced |
| Prairie Sky Financial Group LLC | 3,332 | $347.4K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $345.9K | 0.23% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,308 | $344.9K | 0.01% | −82−2.4% | Reduced |
| Corton Capital Inc. | 3,295 | $343.5K | 0.18% | +3,295 | New |
| J.W. Cole Advisors, Inc. | 3,292 | $343.2K | 0.02% | −178−5.1% | Reduced |
| Boston Private Wealth LLC | 3,279 | $341.9K | 0.01% | −1,451−30.7% | Reduced |
| Emergent Wealth Advisors, LLC | 3,251 | $338.9K | 0.27% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,250 | $338.8K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,238 | $337.6K | 0.01% | +598+22.7% | Added |
| Cetera Trust Company, N.A | 3,225 | $336.2K | 0.21% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,187 | $332.2K | 0.01% | +501+18.7% | Added |
| M&G Plc | 3,181 | $330.8K | 0.00% | +3,181 | New |
| Moody National Bank Trust Division | 3,164 | $329.8K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,148 | $328.2K | 0.00% | +431+15.9% | Added |
| Conning Inc. | 3,120 | $325.3K | 0.01% | +150+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,101 | $323.3K | 0.01% | +3,101 | New |
| Dynamic Advisor Solutions LLC | 3,082 | $321.3K | 0.01% | −636−17.1% | Reduced |
| River Street Advisors LLC | 3,044 | $317.3K | 0.20% | +263+9.5% | Added |
| Parallel Advisors, LLC | 3,020 | $314.8K | 0.01% | +61+2.1% | Added |
| FineMark National Bank & Trust | 3,017 | $314.5K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,008 | $313.6K | 0.01% | +54+1.8% | Added |
| Graypoint LLC | 3,007 | $313.5K | 0.02% | +320+11.9% | Added |
| Lynx Capital Group Ltd | 3,001 | $312.9K | 0.22% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $312.8K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,978 | $310.5K | 0.01% | −2,590−46.5% | Reduced |
| Point72 (DIFC) Ltd | 2,965 | $309.1K | 0.03% | +2,965 | New |
| Visionary Wealth Advisors | 2,945 | $307.0K | 0.02% | −395−11.8% | Reduced |
| Quest Partners LLC | 2,911 | $303.5K | 0.04% | −4,112−58.6% | Reduced |
| Keystone Financial Group | 2,910 | $303.4K | 0.11% | −36−1.2% | Reduced |
| HBK Sorce Advisory LLC | 2,909 | $303.3K | 0.01% | +38+1.3% | Added |
| Advisory Services Network, LLC | 2,909 | $303.2K | 0.01% | −340−10.5% | Reduced |
| Financial Advocates Investment Management | 2,888 | $301.0K | 0.02% | −18−0.6% | Reduced |
| Essex Financial Services, Inc. | 2,577 | $298.3K | 0.02% | +295+12.9% | Added |
| TrinityPoint Wealth, LLC | 2,853 | $297.4K | 0.05% | −248−8.0% | Reduced |
| CX Institutional | 2,839 | $296.0K | 0.01% | −43−1.5% | Reduced |
| AE Wealth Management LLC | 2,828 | $294.9K | 0.00% | +2,828 | New |
| Pitcairn Co | 2,824 | $294.4K | 0.02% | +362+14.7% | Added |
| Equitable Holdings, Inc. | 2,823 | $294.3K | 0.00% | +11+0.4% | Added |
| Summit Global Investments | 2,824 | $294.0K | 0.02% | −44−1.5% | Reduced |
| Clarius Group, LLC | 2,816 | $293.6K | 0.02% | −161−5.4% | Reduced |
| Keel Point, LLC | 2,502 | $293.2K | 0.03% | −384−13.3% | Reduced |
| Shelton Capital Management | 2,792 | $291.1K | 0.01% | −100−3.5% | Reduced |
| Golden State Equity Partners | 2,781 | $289.9K | 0.06% | +2,781 | New |
| Ashton Thomas Private Wealth, LLC | 2,774 | $289.2K | 0.02% | −77−2.7% | Reduced |
| Summit Trail Advisors, LLC | 2,764 | $288.1K | 0.01% | +153+5.9% | Added |
| Nilsine Partners, LLC | 2,763 | $288.0K | 0.04% | +178+6.9% | Added |
| Abbrea Capital, LLC | 2,767 | $288.0K | 0.04% | −550−16.6% | Reduced |
| 180 Wealth Advisors, LLC | 2,732 | $285.9K | 0.05% | +226+9.0% | Added |
| Fortitude Advisory Group L.L.C. | 2,742 | $285.9K | 0.17% | −15−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,718 | $283.4K | 0.03% | +2,718 | New |
| Koshinski Asset Management, Inc. | 2,661 | $278.9K | 0.03% | −684−20.4% | Reduced |
| Bowman & Co S.C. | 2,665 | $277.8K | 0.16% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,652 | $276.5K | 0.04% | +2,652 | New |
| Balboa Wealth Partners | 2,632 | $274.4K | 0.07% | −10−0.4% | Reduced |
| Bokf, NA | 2,610 | $272.1K | 0.00% | −8−0.3% | Reduced |
| Inceptionr LLC | 2,601 | $271.2K | 0.08% | −4,197−61.7% | Reduced |
| Register Financial Advisors LLC | 2,600 | $271.1K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,585 | $269.5K | 0.05% | +274+11.9% | Added |
| Safeguard Investment Advisory Group, LLC | 2,573 | $268.3K | 0.08% | −70−2.6% | Reduced |