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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 1,262 | $131.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $127.8K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,200 | $125.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,189 | $124.0K | 0.01% | +57+5.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $119.4K | 0.01% | +400+53.7% | Added |
| Arcadia Investment Management Corp | 1,101 | $114.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,076 | $112.2K | 0.01% | −103−8.7% | Reduced |
| AdvisorNet Financial, Inc | 1,062 | $110.7K | 0.01% | −8−0.7% | Reduced |
| City State Bank | 1,058 | $110.3K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,029 | $107.3K | 0.09% | +1,029 | New |
| Tobam | 1,025 | $107.0K | 0.02% | −7,711−88.3% | Reduced |
| Baldwin Brothers Inc | 1,000 | $104.3K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,000 | $104.3K | 0.06% | +1,000 | New |
| ICA Group Wealth Management, LLC | 984 | $102.6K | 0.06% | −165−14.4% | Reduced |
| NBC Securities, Inc. | 962 | $100.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 951 | $99.1K | 0.00% | +198+26.3% | Added |
| IFP Advisors, Inc | 948 | $98.8K | 0.00% | −80−7.8% | Reduced |
| Bollard Group LLC | 929 | $97.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 912 | $95.1K | 0.04% | +1+0.1% | Added |
| Private Ocean, LLC | 910 | $94.9K | 0.01% | −38−4.0% | Reduced |
| Family Firm, Inc. | 873 | $91.0K | 0.02% | +873 | New |
| Washington Trust Co | 850 | $88.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 830 | $86.0K | 0.01% | −10−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 822 | $85.6K | 0.03% | +4+0.5% | Added |
| International Assets Investment Management, LLC | 815 | $85.0K | 0.01% | +815 | New |
| Rosenberg Matthew Hamilton | 808 | $84.0K | 0.02% | −75−8.5% | Reduced |
| First United Bank Trust | 800 | $83.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 768 | $80.1K | 0.01% | +237+44.6% | Added |
| Bruce G. Allen Investments, LLC | 765 | $79.8K | 0.07% | +422+123.0% | Added |
| Quent Capital, LLC | 759 | $79.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 749 | $78.1K | 0.02% | +79+11.8% | Added |
| Atlantic Trust, LLC | 715 | $74.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $73.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 700 | $73.0K | 0.01% | +430+159.3% | Added |
| GHP Investment Advisors, Inc. | 679 | $70.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 660 | $68.8K | 0.01% | −90−12.0% | Reduced |
| Wiser Advisor Group LLC | 641 | $66.7K | 0.10% | +6+0.9% | Added |
| Glen Eagle Advisors, LLC | 626 | $65.3K | 0.01% | −250−28.5% | Reduced |
| Caldwell Trust Co | 610 | $63.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 596 | $62.1K | 0.00% | +28+4.9% | Added |
| Creative Financial Designs Inc | 592 | $61.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 574 | $59.8K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 566 | $59.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 565 | $58.9K | 0.01% | +5+0.9% | Added |
| Bank & Trust Co | 550 | $57.3K | 0.05% | +550 | New |
| MCF Advisors LLC | 528 | $55.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 509 | $53.0K | 0.01% | +98+23.8% | Added |
| Creekmur Asset Management LLC | 505 | $52.6K | 0.01% | +1+0.2% | Added |
| North Star Investment Management Corp. | 500 | $52.1K | 0.00% | −349−41.1% | Reduced |
| HM Payson & Co | 500 | $52.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $52.1K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $52.1K | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 498 | $51.9K | 0.01% | −26−5.0% | Reduced |
| ORG Partners LLC | 480 | $49.9K | 0.01% | +480 | New |
| Friedenthal Financial | 476 | $49.6K | 0.03% | +476 | New |
| Manchester Capital Management LLC | 468 | $48.8K | 0.01% | +139+42.2% | Added |
| Spire Wealth Management | 463 | $48.3K | 0.00% | −1,234−72.7% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $46.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 441 | $46.0K | 0.01% | −20−4.3% | Reduced |
| Twin Tree Management, LP | 437 | $45.6K | 0.00% | +437 | New |
| FinTrust Capital Advisors, LLC | 429 | $44.7K | 0.01% | +272+173.2% | Added |
| Compass Wealth Management LLC | 400 | $41.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 399 | $41.6K | 0.02% | +8+2.0% | Added |
| Asset Dedication, LLC | 395 | $41.2K | 0.00% | +44+12.5% | Added |
| Atlas Capital Advisors LLC | 394 | $41.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 356 | $37.1K | 0.00% | −452−55.9% | Reduced |
| Sunbelt Securities, Inc. | 355 | $37.0K | 0.00% | +2+0.6% | Added |
| Princeton Global Asset Management LLC | 350 | $36.5K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $36.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 343 | $35.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $35.2K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $33.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital, LLC | 304 | $31.7K | 0.01% | +304 | New |
| JNBA Financial Advisors | 300 | $31.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $31.3K | 0.01% | −400−57.1% | Reduced |
| Financial Management Professionals, Inc. | 302 | $31.0K | 0.00% | +166+122.1% | Added |
| Centerpoint Advisors, LLC | 300 | $31.0K | 0.01% | +300 | New |
| Rise Advisors, LLC | 293 | $30.6K | 0.02% | +2+0.7% | Added |
| Bell Investment Advisors, Inc | 290 | $30.2K | 0.01% | +6+2.1% | Added |
| Meeder Asset Management Inc | 283 | $29.5K | 0.00% | +283 | New |
| Manitou Investment Management Ltd. | 270 | $28.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 266 | $28.0K | 0.02% | +4+1.5% | Added |
| Venturi Wealth Management, LLC | 265 | $27.6K | 0.00% | +213+409.6% | Added |
| TruNorth Capital Management, LLC | 261 | $27.2K | 0.01% | +261 | New |
| Winch Advisory Services, LLC | 254 | $26.5K | 0.01% | +1+0.4% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $26.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 248 | $25.9K | 0.00% | −377−60.3% | Reduced |
| First Foundation Advisors | 245 | $25.5K | 0.00% | +245 | New |
| Great Lakes Retirement, Inc. | 243 | $25.3K | 0.00% | +243 | New |
| Salem Investment Counselors Inc | 231 | $24.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $23.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $23.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 205 | $22.8K | 0.01% | +205 | New |
| Financial Perspectives, Inc | 216 | $22.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $22.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 211 | $22.0K | 0.01% | −15−6.6% | Reduced |
| PSI Advisors, LLC | 203 | $21.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $21.0K | 0.00% | +33+19.6% | Added |
| Global Trust Asset Management, LLC | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $20.9K | 0.01% | 00.0% | Unchanged |