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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, Q3 2024

Institutional positions in Welltower Inc. as of Sep 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
1,064
+76 vs. Q2 2024
Shares held
601.3M
+75.8M (+14.4%) vs. Q2 2024
Total value
$76.9B
+$22.2B (+40.5%) vs. Q2 2024
New holders
138
405 more added
Sold out
62
356 more reduced

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,064 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 heldQ3 2024: $76.9B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2024.

Institutions holding WELL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mendota Financial Group, LLC1$1290.00%+1New
Quest Partners LLC2$2560.00%−2,909−99.9%Reduced
ClariVest Asset Management LLC6$6200.00%00.0%Unchanged
Chesapeake Asset Management LLC5$6400.00%+5New
Financial Gravity Companies, Inc.5$6400.00%+5New
TD Capital Management LLC5$6480.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$7680.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC6$7680.00%+6New
First Personal Financial Services6$7690.00%+6New
Ruedi Wealth Management, Inc.7$8960.00%−7−50.0%Reduced
Voisard Asset Management Group, Inc.8$1.02K0.00%+8New
JDM Financial Group LLC10$1.28K0.00%+10New
Clean Yield Group11$1.41K0.00%+11New
Tortoise Investment Management, LLC12$1.54K0.00%+12New
Anfield Capital Management, LLC14$1.79K0.00%00.0%Unchanged
Core Alternative Capital14$1.79K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.92K0.00%00.0%Unchanged
NVWM, LLC16$2.05K0.00%00.0%Unchanged
Duncker Streett & Co Inc17$2.18K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.19$2.43K0.00%+19New
South State Corp.21$2.69K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$2.82K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$2.82K0.00%+2+10.0%Added
Horizon Bancorp Inc26$3.00K0.00%00.0%Unchanged
Oarsman Capital, Inc.26$3.33K0.00%+26New
WR Wealth Planners, LLC28$3.58K0.00%00.0%Unchanged
TFC Financial Management30$3.85K0.00%−2−6.3%Reduced
Quarry LP31$3.97K0.00%−1,679−98.2%Reduced
DT Investment Partners, LLC32$4.10K0.00%+32New
Eagle Bay Advisors LLC34$4.35K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$4.35K0.00%00.0%Unchanged
Cornerstone Planning Group LLC35$4.81K0.00%+8+29.6%Added
Kayne Anderson Rudnick Investment Management LLC37$4.82K0.00%−6−14.0%Reduced
Carolinas Wealth Consulting LLC39$4.99K0.00%+5+14.7%Added
Aspect Partners, LLC42$5.38K0.00%00.0%Unchanged
Reston Wealth Management LLC42$5.38K0.00%+42New
Belpointe Asset Management LLC44$5.67K0.00%+13+41.9%Added
Plante Moran Financial Advisors, LLC46$5.88K0.00%+46New
Redmont Wealth Advisors LLC46$5.89K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.43$6.00K0.00%+43New
Global Financial Private Client, LLC47$6.02K0.00%+41+683.3%Added
Peoples Bank50$6.40K0.00%00.0%Unchanged
Fortis Group Advisors, LLC50$6.40K0.00%00.0%Unchanged
Morse Asset Management, Inc50$6.40K0.00%+50New
Capital Performance Advisors LLP51$6.52K0.00%+51New
Brown Brothers Harriman & Co51$6.53K0.00%00.0%Unchanged
American National Bank55$7.04K0.00%00.0%Unchanged
Birchbrook, Inc.58$7.40K0.00%+1+1.8%Added
Semmax Financial Advisors Inc.55$7.48K0.00%00.0%Unchanged
Crewe Advisors LLC68$8.71K0.00%+5+7.9%Added
Y.D. More Investments Ltd87$9.22K0.00%+9+11.5%Added
Raffa Wealth Management, LLC73$9.35K0.00%00.0%Unchanged
Highline Wealth Partners LLC75$9.60K0.00%+9+13.6%Added
Avion Wealth84$10.0K0.00%+12+16.7%Added
Hemington Wealth Management78$10.0K0.00%+78New
Red Tortoise LLC81$10.4K0.01%00.0%Unchanged
Citizens National Bank Trust Department83$10.6K0.00%00.0%Unchanged
NewSquare Capital LLC88$11.3K0.00%00.0%Unchanged
Winch Advisory Services, LLC92$11.8K0.00%−162−63.8%Reduced
Loomis Sayles & Co L P94$12.0K0.00%+93+9,300.0%Added
Eastern Bank97$12.4K0.00%+97New
Barrett & Company, Inc.100$12.8K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$12.8K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$12.8K0.00%00.0%Unchanged
Robinswood Financial LLC101$12.9K0.00%+29+40.3%Added
IMA Wealth, Inc.103$13.2K0.00%+103New
Central Pacific Bank - Trust Division104$13.3K0.00%00.0%Unchanged
Dunhill Financial, LLC105$13.4K0.01%+36+52.2%Added
Abound Wealth Management106$13.5K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$14.0K0.00%00.0%Unchanged
Versant Capital Management, Inc113$14.5K0.00%+49+76.6%Added
Pacific Capital Wealth Advisors, Inc115$14.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group115$14.7K0.00%00.0%Unchanged
Concord Wealth Partners117$14.9K0.00%−31−20.9%Reduced
West Paces Advisors Inc.117$15.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC125$16.0K0.00%−12−8.8%Reduced
Wolff Wiese Magana LLC128$16.4K0.01%00.0%Unchanged
Providence Capital Advisors, LLC129$16.5K0.00%00.0%Unchanged
Arlington Trust Co LLC131$16.8K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$17.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC133$17.0K0.01%+6+4.7%Added
M&R Capital Management Inc135$17.3K0.00%00.0%Unchanged
Albion Financial Group135$17.3K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC139$17.8K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.142$18.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC143$18.4K0.01%00.0%Unchanged
HGK Asset Management Inc150$19.2K0.00%00.0%Unchanged
Park Place Capital Corp151$19.3K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC166$21.3K0.01%00.0%Unchanged
Raleigh Capital Management Inc.169$21.6K0.01%+11+7.0%Added
Bellevue Asset Management, LLC169$21.6K0.01%+1+0.6%Added
Sittner & Nelson, LLC171$21.9K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.175$22.4K0.01%+175New
GPS Wealth Strategies Group, LLC175$22.5K0.00%−17−8.9%Reduced
Bank of New Hampshire182$23.3K0.01%00.0%Unchanged
McIlrath & Eck, LLC184$23.6K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC184$24.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc191$24.5K0.00%00.0%Unchanged
Sound Income Strategies, LLC191$24.5K0.00%+15+8.5%Added
Global Trust Asset Management, LLC200$25.6K0.01%00.0%Unchanged