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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $25.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 203 | $26.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 205 | $26.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 209 | $26.8K | 0.00% | −146−41.1% | Reduced |
| Optimum Investment Advisors | 212 | $27.2K | 0.01% | −700−76.8% | Reduced |
| Hollencrest Capital Management | 215 | $27.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $27.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $28.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $29.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $29.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 234 | $29.9K | 0.00% | +93+66.0% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 251 | $32.2K | 0.00% | +3+1.2% | Added |
| GW&K Investment Management, LLC | 258 | $33.0K | 0.00% | +57+28.4% | Added |
| TruNorth Capital Management, LLC | 261 | $33.4K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $34.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 282 | $36.1K | 0.00% | −980−77.7% | Reduced |
| Bell Investment Advisors, Inc | 283 | $36.2K | 0.01% | −7−2.4% | Reduced |
| Fortitude Family Office, LLC | 289 | $37.0K | 0.01% | +78+37.0% | Added |
| Rise Advisors, LLC | 295 | $37.8K | 0.02% | +2+0.7% | Added |
| Centerpoint Advisors, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $38.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $38.5K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 307 | $39.3K | 0.02% | +307 | New |
| Meeder Asset Management Inc | 312 | $39.9K | 0.00% | +29+10.2% | Added |
| West Financial Advisors, LLC | 320 | $41.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 318 | $41.0K | 0.01% | +16+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 323 | $41.4K | 0.01% | −20−5.8% | Reduced |
| Independence Bank of Kentucky | 333 | $42.6K | 0.01% | +333 | New |
| Piscataqua Savings Bank | 338 | $43.3K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 347 | $44.4K | 0.00% | −9−2.5% | Reduced |
| Silvant Capital Management LLC | 348 | $44.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 351 | $44.9K | 0.00% | −44−11.1% | Reduced |
| Sachetta, LLC | 379 | $48.5K | 0.02% | +300+379.7% | Added |
| Ashton Thomas Securities, LLC | 389 | $49.8K | 0.01% | +389 | New |
| Atlas Capital Advisors LLC | 394 | $50.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $51.2K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $51.2K | 0.02% | +400 | New |
| FinTrust Capital Advisors, LLC | 414 | $53.0K | 0.01% | −15−3.5% | Reduced |
| Elequin Capital LP | 419 | $53.6K | 0.01% | +245+140.8% | Added |
| Rational Advisors LLC | 442 | $56.6K | 0.01% | −56−11.2% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $57.6K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 461 | $59.0K | 0.02% | +461 | New |
| Spire Wealth Management | 465 | $59.5K | 0.00% | +2+0.4% | Added |
| Manchester Capital Management LLC | 468 | $59.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 478 | $61.2K | 0.01% | −2−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 489 | $62.6K | 0.00% | +489 | New |
| Valley National Advisers Inc | 505 | $64.0K | 0.01% | −325−39.2% | Reduced |
| North Star Investment Management Corp. | 500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $64.0K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $64.0K | 0.05% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 505 | $64.6K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 508 | $65.0K | 0.00% | +243+91.7% | Added |
| SRS Capital Advisors, Inc. | 518 | $66.3K | 0.01% | +9+1.8% | Added |
| MCF Advisors LLC | 524 | $67.1K | 0.00% | −4−0.8% | Reduced |
| HM Payson & Co | 535 | $68.5K | 0.00% | +35+7.0% | Added |
| Bank & Trust Co | 550 | $70.4K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 550 | $70.4K | 0.00% | +550 | New |
| Creative Financial Designs Inc | 559 | $71.5K | 0.01% | −33−5.6% | Reduced |
| Deseret Mutual Benefit Administrators | 566 | $72.5K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 574 | $73.5K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 578 | $74.0K | 0.01% | +13+2.3% | Added |
| Covestor Ltd | 602 | $77.0K | 0.05% | +336+126.3% | Added |
| Caldwell Trust Co | 610 | $78.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 616 | $78.9K | 0.00% | −335−35.2% | Reduced |
| Glen Eagle Advisors, LLC | 626 | $80.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 636 | $81.4K | 0.00% | +636 | New |
| Wiser Advisor Group LLC | 644 | $82.4K | 0.12% | +3+0.5% | Added |
| Grove Bank & Trust | 689 | $88.2K | 0.01% | +29+4.4% | Added |
| Atlantic Trust, LLC | 695 | $89.0K | 0.02% | −20−2.8% | Reduced |
| Webster Bank, N. A. | 700 | $89.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 700 | $89.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 745 | $95.4K | 0.07% | −20−2.6% | Reduced |
| Quent Capital, LLC | 759 | $97.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 775 | $99.2K | 0.00% | +96+14.1% | Added |
| Centaurus Financial, Inc. | 788 | $101.0K | 0.01% | +788 | New |
| First United Bank Trust | 800 | $102.4K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 823 | $105.3K | 0.05% | +1+0.1% | Added |
| Princeton Global Asset Management LLC | 829 | $106.1K | 0.02% | +479+136.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 851 | $109.0K | 0.03% | +102+13.6% | Added |
| NBC Securities, Inc. | 869 | $111.0K | 0.01% | −93−9.7% | Reduced |
| IFP Advisors, Inc | 881 | $112.8K | 0.00% | −67−7.1% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $113.0K | 0.03% | +75+9.3% | Added |
| Bollard Group LLC | 929 | $119.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $128.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,025 | $131.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,033 | $132.3K | 0.01% | −43−4.0% | Reduced |
| Reuter James Wealth Management, LLC | 1,036 | $132.7K | 0.02% | +1,036 | New |
| SJS Investment Consulting Inc. | 1,046 | $133.9K | 0.02% | −253−19.5% | Reduced |
| City State Bank | 1,058 | $135.5K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,066 | $136.5K | 0.01% | +4+0.4% | Added |
| Westside Investment Management, Inc. | 1,200 | $138.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $141.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,111 | $142.2K | 0.02% | −311−21.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,183 | $151.3K | 0.00% | −115−8.9% | Reduced |
| Colonial Trust Co | 1,184 | $151.6K | 0.02% | +416+54.2% | Added |
| Trust Co of Vermont | 1,188 | $152.1K | 0.01% | +1,088+1,088.0% | Added |
| Washington Trust Co | 1,200 | $153.6K | 0.01% | +350+41.2% | Added |
| Sit Investment Associates Inc | 1,200 | $154.0K | 0.00% | −845−41.3% | Reduced |