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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.

Q3 2024 vs. Q2 2024

How the institutions holding Welltower Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WELL: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,001131,064+76
Shares585.0M59.6M601.3M+75.8M (+14.4%)
Value$61.0B$6.21B$76.9B+$22.2B (+40.5%)

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (138)

Institutions that held Welltower Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 138 by value.

Institutions new to WELL in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.61,536,936$7.88B0.17%
WestEnd Advisors, LLC176,791$22.6M0.56%
Weiss Asset Management LP144,519$18.5M0.47%
Alyeska Investment Group, L.P.127,694$16.3M0.08%
Caisse de Depot Et Placement du Quebec120,000$15.4M0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund78,439$10.0M0.10%
Sterling Capital Management LLC37,299$4.78M0.06%
Stevens Capital Management LP36,148$4.63M0.66%
DoubleLine ETF Adviser LP34,692$4.44M1.08%
Lombard Odier Asset Management (Europe) Ltd33,000$4.22M0.19%
Legacy CG, LLC30,845$3.95M1.29%
Ranger Global Real Estate Advisors, LLC28,717$3.68M1.59%
B. Metzler seel. Sohn & Co. Holding AG28,504$3.65M0.04%
Shell Asset Management Co28,373$3.63M0.16%
ING Groep NV27,191$3.48M0.02%
Twinbeech Capital LP25,413$3.25M0.06%
WESPAC Advisors SoCal, LLC23,744$3.04M0.70%
Beck Capital Management, LLC19,138$2.45M0.65%
Aster Capital Management (DIFC) Ltd18,607$2.38M0.52%
Longbow Finance SA16,746$2.14M0.23%
Brevan Howard Capital Management LP15,842$2.03M0.10%
Dean Capital Management15,042$1.93M0.82%
Easterly Investment Partners LLC13,012$1.67M0.13%
Catalyst Funds Management Pty Ltd12,000$1.54M0.34%
Connor, Clark & Lunn Investment Management Ltd.11,693$1.50M0.01%
Denali Advisors LLC11,148$1.43M0.15%
GTS Securities LLC8,900$1.14M0.02%
Waterloo Capital, L.P.8,368$1.07M0.12%
Virtus ETF Advisers LLC8,065$1.03M0.48%
Axecap Investments, LLC7,622$975.8K0.74%
Wolverine Asset Management LLC7,176$918.7K0.02%
Engineers Gate Manager LP7,019$898.6K0.02%
Northwest & Ethical Investments L.P.6,266$802.2K0.02%
CenterBook Partners LP5,298$678.3K0.04%
Marshall Financial Group LLC5,105$653.5K0.16%
Panoramic Investment Advisors, LLC4,652$595.6K0.41%
Capital Square, LLC4,636$593.5K0.36%
Sustainable Insight Capital Management, LLC4,400$563.3K0.26%
Trustmark National Bank Trust Department3,531$452.1K0.03%
GDS Wealth Management3,414$437.1K0.04%
Optiver Holding B.V.3,293$421.6K0.01%
Howard Capital Management Inc.3,197$409.3K0.01%
Magnetar Financial LLC3,191$408.5K0.01%
Plato Investment Management Ltd3,075$393.3K0.03%
Diametric Capital, LP2,862$366.4K0.18%
Badgley Phelps Wealth Managers, LLC2,827$361.9K0.01%
44 Wealth Management LLC2,737$360.7K0.13%
Net Worth Advisory Group2,809$359.6K0.11%
Vise Technologies, Inc.2,766$354.1K0.05%
Dark Forest Capital Management LP2,754$352.6K0.05%
Bryn Mawr Trust Co2,631$336.8K0.01%
Summit Financial, LLC2,476$317.0K0.01%
Avidian Wealth Solutions, LLC2,474$316.8K0.01%
Perigon Wealth Management, LLC2,389$305.8K0.01%
Great Lakes Advisors, LLC2,310$295.7K0.00%
AlphaMark Advisors, LLC2,250$288.0K0.10%
Pflug Koory, LLC2,215$283.6K0.14%
Woodmont Investment Counsel LLC2,132$273.0K0.02%
Alera Investment Advisors, LLC2,121$271.6K0.03%
Morningstar Investment Services LLC2,076$264.0K0.00%
Evoke Wealth, LLC2,035$260.6K0.01%
Simon Quick Advisors, LLC1,970$252.3K0.02%
Quotient Wealth Partners, LLC1,959$250.8K0.01%
Prosperity Financial Group, Inc.1,917$245.4K0.14%
Capital Advisors Wealth Management, LLC1,909$244.4K0.05%
One Degree Advisors Inc1,915$243.0K0.10%
9258 Wealth Management, LLC1,876$240.2K0.04%
Apella Capital, LLC1,883$239.2K0.01%
Probity Advisors, Inc.1,858$237.9K0.05%
Geller Advisors LLC1,842$235.8K0.02%
First Affirmative Financial Network1,838$235.3K0.13%
Cahill Financial Advisors Inc1,822$233.2K0.03%
Rothschild Capital Partners, LLC1,814$232.2K0.06%
Angeles Investment Advisors, LLC1,798$230.2K0.01%
Valued Retirements, Inc.1,790$229.2K0.32%
XML Financial, LLC1,789$229.1K0.02%
Holderness Investments Co1,777$227.5K0.05%
Moneta Group Investment Advisors LLC1,776$227.4K0.00%
Catalina Capital Group, LLC1,774$227.1K0.08%
Daymark Wealth Partners, LLC1,757$225.0K0.01%
Gateway Investment Advisers LLC1,754$224.6K0.00%
Cidel Asset Management Inc1,751$224.2K0.02%
Modera Wealth Management, LLC1,745$223.4K0.00%
Fidelis Capital Partners, LLC1,681$221.5K0.03%
World Equity Group, Inc.1,729$221.4K0.08%
Signature Estate & Investment Advisors LLC1,722$220.5K0.01%
ICONIQ Capital, LLC1,719$220.1K0.00%
Advisors Capital Management, LLC1,714$220.0K0.00%
Skopos Labs, Inc.1,712$219.2K0.07%
Sivia Capital Partners, LLC1,710$218.9K0.13%
Leavell Investment Management, Inc.1,700$217.7K0.01%
Middleton & Co Inc1,700$217.7K0.02%
Lafayette Investments, Inc.1,699$217.5K0.05%
Capital Investment Advisory Services, LLC1,690$216.4K0.02%
West Michigan Advisors, LLC1,690$216.4K0.07%
Catalyst Financial Partners LLC1,690$216.4K0.04%
West Family Investments, Inc.1,679$215.0K0.07%
Focus Financial Network, Inc.1,657$212.1K0.01%
Hunter Associates Investment Management LLC1,650$212.0K0.03%
Lokken Investment Group LLC1,654$211.8K0.09%

Sold out (62)

Institutions that held Welltower Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WELL in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Voloridge Investment Management, LLC123,509$12.9M
Two Sigma Investments, LP123,300$12.9M
Cercano Management LLC115,822$12.1M
Quantbot Technologies LP43,676$4.55M
ExodusPoint Capital Management, LP39,074$4.07M
Jefferies Financial Group Inc.35,499$3.70M
FORA Capital, LLC25,080$2.61M
XTX Topco Ltd24,135$2.52M
La Banque Postale Asset Management SA22,626$2.36M
Alpine Global Management, LLC22,000$2.29M
Lockheed Martin Investment Management Co14,350$1.50M
Entropy Technologies, LP13,794$1.44M
Simplicity Wealth,LLC12,155$1.27M
Presima Inc.11,937$1.24M
Nebula Research & Development LLC10,033$1.05M
CTC Alternative Strategies, Ltd.9,997$1.04M
Quantitative Investment Management, LLC9,746$1.02M
Nomura Holdings Inc9,404$980.4K
Oak Thistle LLC7,097$739.9K
Virtu Financial LLC6,146$641.0K
Capstone Investment Advisors, LLC5,748$599.2K
Ibex Wealth Advisors5,348$557.5K
Brass Tax Wealth Management, Inc5,233$545.6K
Kingswood Wealth Advisors, LLC4,693$489.2K
Livelsberger Financial Advisory3,678$383.4K
Boston Private Wealth LLC3,279$341.9K
Moody National Bank Trust Division3,164$329.8K
Point72 (DIFC) Ltd2,965$309.1K
Inceptionr LLC2,601$271.2K
IFG Advisory, LLC2,467$257.3K
TradeLink Capital LLC2,400$250.0K
NBW Capital LLC2,255$235.1K
Sentry Investment Management LLC2,258$235.0K
Sykon Capital LLC2,000$208.5K
Ninepoint Partners LP1,816$189.3K
SYSTM Wealth Solutions LLC1,451$151.3K
Triad Wealth Partners, LLC1,317$137.3K
Widmann Financial Services, Inc.1,029$107.3K
Camelot Portfolios, LLC1,000$104.3K
Family Firm, Inc.873$91.0K
Gradient Investments LLC596$62.1K
Opal Wealth Advisors, LLC441$46.0K
Scarborough Advisors, LLC399$41.6K
Cypress Capital, LLC304$31.7K
First Foundation Advisors245$25.5K
Great Lakes Retirement, Inc.243$25.3K
Redwood Wealth Management Group, LLC186$19.4K
EdgeRock Capital LLC186$19.4K
Coppell Advisory Solutions LLC108$11.3K
Tucker Asset Management LLC106$11.1K
Fairway Wealth LLC99$10.3K
Householder Group Estate & Retirement Specialist, LLC100$10.0K
Bartlett & Co. Wealth Management LLC66$6.88K
Front Row Advisors LLC58$6.05K
Planning Capital Management Corp31$3.23K
Unique Wealth Strategies, LLC23$2.15K
Castleview Partners, LLC17$1.77K
RFP Financial Group LLC9$984
Wetzel Investment Advisors, Inc.9$841
Lynx Investment Advisory6$626
Delos Wealth Advisors, LLC5$522
Caitlin John, LLC1$104

Not filed for Q3 2024 yet (13)

Institutions that held Welltower Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.58,975,979$6.15B
Hazelview Securities Inc.325,502$34.3M
Susquehanna Fundamental Investments, LLC160,576$16.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)68,539$7.14M
McKinley Capital Management LLC /Delaware11,752$1.23M
Ofi Invest Asset Management8,984$873.9K
Relative Value Partners Group, LLC3,565$371.6K
Benjamin F. Edwards & Company, Inc.3,523$367.0K
Abbrea Capital, LLC2,767$288.0K
ICA Group Wealth Management, LLC984$102.6K
Private Ocean, LLC910$94.9K
JJJ Advisors Inc.168$17.5K
Sofos Investments, Inc.5$521