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Livermore
Livermore
ZHEN

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
Wharton Business Group, LLC2,555$266.0K0.01%00.0%Unchanged
Painted Porch Advisors LLC2,545$265.3K0.15%−78−3.0%Reduced
CWM Advisors, LLC2,539$264.7K0.03%−2,206−46.5%Reduced
Caldwell Sutter Capital, Inc.2,535$264.3K0.13%−150−5.6%Reduced
Mosaic Family Wealth Partners, LLC2,530$263.8K0.04%+30+1.2%Added
Hudock, Inc.2,519$262.6K0.05%+6+0.2%Added
Lindbrook Capital, LLC2,519$262.6K0.02%−757−23.1%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,516$262.3K0.01%+341+15.7%Added
Barnes Pettey Financial Advisors, LLC2,502$260.8K0.22%−300−10.7%Reduced
Fiduciary Trust Co2,498$260.4K0.00%+8+0.3%Added
Atom Investors LP2,494$260.0K0.03%−4,427−64.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich2,800$259.8K0.00%−1,100−28.2%Reduced
IFG Advisory, LLC2,467$257.3K0.02%+2,467New
Covenant Asset Management, LLC2,463$256.8K0.06%+2,463New
Marcum Wealth, LLC2,455$255.9K0.03%−756−23.5%Reduced
First National Bank of Mount Dora, Trust Investment Services2,455$255.9K0.06%00.0%Unchanged
Cambiar Investors LLC2,438$254.2K0.01%00.0%Unchanged
Clifford Swan Investment Counsel LLC2,406$250.8K0.01%00.0%Unchanged
TradeLink Capital LLC2,400$250.0K0.72%+2,400New
Whalerock Point Partners, LLC2,389$249.1K0.07%00.0%Unchanged
True North Advisors, LLC2,371$247.2K0.07%−529−18.2%Reduced
AA Financial Advisors, LLC2,370$247.1K0.09%+2,370New
Jacobi Capital Management LLC2,363$246.4K0.02%+169+7.7%Added
Farther Finance Advisors, LLC2,349$244.3K0.01%+311+15.3%Added
Moloney Securities Asset Management, LLC2,341$244.1K0.04%00.0%Unchanged
Beacon Financial Planning, Inc2,321$242.0K0.16%+2,321New
Schneider Downs Wealth Management Advisors, LP2,310$240.8K0.05%00.0%Unchanged
Planned Solutions, Inc.2,307$240.5K0.12%00.0%Unchanged
Titleist Asset Management, LLC2,307$240.5K0.04%+14+0.6%Added
Avestar Capital, LLC2,304$240.2K0.03%+2,304New
MTM Investment Management, LLC2,300$239.8K0.10%00.0%Unchanged
Mutual Advisors, LLC2,145$239.5K0.01%−269−11.1%Reduced
Rehmann Capital Advisory Group2,285$238.3K0.02%−28−1.2%Reduced
Mystic Asset Management, Inc.2,265$236.1K0.10%00.0%Unchanged
NBW Capital LLC2,255$235.1K0.05%−335−12.9%Reduced
Sentry Investment Management LLC2,258$235.0K0.10%−462−17.0%Reduced
Carr Financial Group Corp2,251$234.7K0.07%+2,251New
LaSalle St. Investment Advisors, LLC2,236$233.0K0.12%+2,236New
Motco2,233$232.8K0.01%+320+16.7%Added
Orion Capital Management LLC2,220$231.4K0.12%−800−26.5%Reduced
Blue Fin Capital, Inc.2,210$230.4K0.05%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,200$229.3K0.00%−46−2.0%Reduced
Synovus Financial Corp2,198$229.1K0.00%+41+1.9%Added
Wealthspire Advisors, LLC2,186$227.9K0.00%+2,186New
L2 Asset Management, LLC2,182$227.5K0.07%+2,182New
Sound View Wealth Advisors Group, LLC2,176$226.8K0.02%−200−8.4%Reduced
Assetmark, Inc2,170$226.3K0.00%+312+16.8%Added
Baltimore-Washington Financial Advisors, Inc.2,157$224.9K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.2,143$223.4K0.05%+2,143New
Shelton Wealth Management, LLC2,141$223.2K0.13%+2,141New
Warwick Investment Management, Inc.2,137$222.8K0.05%−509−19.2%Reduced
Verdence Capital Advisors LLC2,120$221.0K0.02%+2,120New
SNS Financial Group, LLC2,107$219.7K0.02%+2,107New
Thurston, Springer, Miller, Herd & Titak, Inc.2,105$219.4K0.07%+2,105New
Northcape Wealth Management, LLC2,092$218.1K0.08%+2,092New
Wealth Alliance2,080$216.8K0.03%+2,080New
Sigma Planning Corp2,076$216.4K0.01%−618−22.9%Reduced
Childress Capital Advisors, LLC2,067$215.5K0.06%+2,067New
Tuttle Tactical Management2,060$213.6K1.28%+2,060New
Sit Investment Associates Inc2,045$213.0K0.00%−150−6.8%Reduced
CIBC Private Wealth Group, LLC2,025$211.4K0.00%+31+1.6%Added
Western Wealth Management, LLC2,026$211.2K0.02%+2,026New
BSW Wealth Partners2,007$209.3K0.03%+2,007New
GM Advisory Group, Inc.2,000$208.5K0.01%+2,000New
Echo Wealth Management, LLC2,000$208.5K0.16%+2,000New
C2C Wealth Management, LLC2,000$208.5K0.20%+2,000New
Sykon Capital LLC2,000$208.5K0.08%+2,000New
Commons Capital, LLC1,999$208.4K0.25%+1,999New
Strategic Blueprint, LLC1,985$206.9K0.01%−191−8.8%Reduced
Dogwood Wealth Management LLC1,983$206.8K0.13%+862+76.9%Added
Regions Financial Corp1,962$204.5K0.00%+1,962New
Bridge Creek Capital Management LLC1,953$203.6K0.07%+1,953New
EverSource Wealth Advisors, LLC1,823$202.7K0.01%−42−2.3%Reduced
Massmutual Trust Co FSB1,941$202.3K0.01%+201+11.6%Added
Ninepoint Partners LP1,816$189.3K0.02%00.0%Unchanged
Bullock Wealth Management Group1,812$188.4K0.12%+54+3.1%Added
Ronald Blue Trust, Inc.2,016$188.4K0.00%+1,663+471.1%Added
Cromwell Holdings LLC1,781$185.7K0.11%+1,781New
Mather Group, LLC.1,937$181.0K0.00%−8−0.4%Reduced
Colonial Trust Advisors1,717$179.0K0.02%−4−0.2%Reduced
Quarry LP1,710$178.3K0.07%+1,137+198.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,700$177.2K0.07%00.0%Unchanged
Harbor Investment Advisory, LLC1,599$166.7K0.02%+3+0.2%Added
Riverview Trust Co1,582$164.9K0.16%00.0%Unchanged
TD Private Client Wealth LLC1,550$161.6K0.01%+97+6.7%Added
Fairscale Capital, LLC1,503$159.2K0.14%+1,503New
Bogart Wealth, LLC1,519$158.4K0.01%−1,858−55.0%Reduced
Hanson & Doremus Investment Management1,500$156.0K0.03%00.0%Unchanged
Continuum Advisory, LLC1,472$153.5K0.02%+1+0.1%Added
SYSTM Wealth Solutions LLC1,451$151.3K0.03%−495−25.4%Reduced
Global X Japan Co., Ltd.1,422$148.2K0.02%+1,422New
Beacon Capital Management, LLC1,380$143.9K0.03%+33+2.4%Added
MV Capital Management, Inc.1,379$143.8K0.02%+11+0.8%Added
Aspire Private Capital, LLC1,376$143.5K0.04%+3+0.2%Added
Parkside Financial Bank & Trust1,371$142.9K0.02%+26+1.9%Added
Rothschild Investment LLC1,317$137.3K0.01%+129+10.9%Added
Triad Wealth Partners, LLC1,317$137.3K0.07%+1,317New
Alta Advisers Ltd1,300$135.5K0.07%00.0%Unchanged
SJS Investment Consulting Inc.1,299$135.4K0.03%−57−4.2%Reduced
TD Waterhouse Canada Inc.1,298$135.0K0.00%+37+2.9%Added