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 |
|---|---|---|---|---|---|
| Key Financial Inc | 1,231 | $157.6K | 0.03% | +5+0.4% | Added |
| Rothschild Investment LLC | 1,342 | $171.8K | 0.01% | +25+1.9% | Added |
| Aspire Private Capital, LLC | 1,379 | $176.5K | 0.04% | +3+0.2% | Added |
| MV Capital Management, Inc. | 1,385 | $177.3K | 0.02% | +6+0.4% | Added |
| Parkside Financial Bank & Trust | 1,391 | $178.1K | 0.02% | +20+1.5% | Added |
| Alta Advisers Ltd | 1,400 | $179.2K | 0.08% | +100+7.7% | Added |
| Hanson & Doremus Investment Management | 1,500 | $192.0K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,503 | $192.4K | 0.17% | 00.0% | Unchanged |
| Riverview Trust Co | 1,504 | $192.6K | 0.17% | −78−4.9% | Reduced |
| Bogart Wealth, LLC | 1,519 | $194.5K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,587 | $203.0K | 0.03% | +1,587 | New |
| TD Private Client Wealth LLC | 1,587 | $203.2K | 0.01% | +37+2.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,590 | $203.6K | 0.05% | +1,590 | New |
| Beacon Capital Management, LLC | 1,592 | $203.8K | 0.03% | +212+15.4% | Added |
| Harbor Investment Advisory, LLC | 1,596 | $204.3K | 0.02% | −3−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 1,608 | $205.9K | 0.02% | +1,608 | New |
| Walter & Keenan Financial Consulting Co | 1,613 | $206.5K | 0.06% | +1,613 | New |
| AE Wealth Management LLC | 1,617 | $207.0K | 0.00% | −1,211−42.8% | Reduced |
| Proficio Capital Partners LLC | 1,630 | $208.7K | 0.02% | −2,113−56.5% | Reduced |
| Accurate Wealth Management, LLC | 1,630 | $210.7K | 0.04% | +1,630 | New |
| Mechanics Bank Trust Department | 1,649 | $211.1K | 0.03% | +1,649 | New |
| Aberdeen Wealth Management LLC | 1,650 | $211.3K | 0.14% | +1,650 | New |
| Lokken Investment Group LLC | 1,654 | $211.8K | 0.09% | +1,654 | New |
| Hunter Associates Investment Management LLC | 1,650 | $212.0K | 0.03% | +1,650 | New |
| Focus Financial Network, Inc. | 1,657 | $212.1K | 0.01% | +1,657 | New |
| FineMark National Bank & Trust | 1,658 | $212.3K | 0.01% | −1,359−45.0% | Reduced |
| Intrua Financial, LLC | 1,678 | $214.9K | 0.03% | −3,474−67.4% | Reduced |
| West Family Investments, Inc. | 1,679 | $215.0K | 0.07% | +1,679 | New |
| Capital Investment Advisory Services, LLC | 1,690 | $216.4K | 0.02% | +1,690 | New |
| West Michigan Advisors, LLC | 1,690 | $216.4K | 0.07% | +1,690 | New |
| Catalyst Financial Partners LLC | 1,690 | $216.4K | 0.04% | +1,690 | New |
| Lafayette Investments, Inc. | 1,699 | $217.5K | 0.05% | +1,699 | New |
| Middleton & Co Inc | 1,700 | $217.7K | 0.02% | +1,700 | New |
| Leavell Investment Management, Inc. | 1,700 | $217.7K | 0.01% | +1,700 | New |
| Sivia Capital Partners, LLC | 1,710 | $218.9K | 0.13% | +1,710 | New |
| Skopos Labs, Inc. | 1,712 | $219.2K | 0.07% | +1,712 | New |
| Colonial Trust Advisors | 1,717 | $219.8K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,714 | $220.0K | 0.00% | +1,714 | New |
| ICONIQ Capital, LLC | 1,719 | $220.1K | 0.00% | +1,719 | New |
| Signature Estate & Investment Advisors LLC | 1,722 | $220.5K | 0.01% | +1,722 | New |
| World Equity Group, Inc. | 1,729 | $221.4K | 0.08% | +1,729 | New |
| Fidelis Capital Partners, LLC | 1,681 | $221.5K | 0.03% | +1,681 | New |
| Modera Wealth Management, LLC | 1,745 | $223.4K | 0.00% | +1,745 | New |
| CIBC Private Wealth Group, LLC | 1,746 | $223.5K | 0.00% | −279−13.8% | Reduced |
| Cidel Asset Management Inc | 1,751 | $224.2K | 0.02% | +1,751 | New |
| Gateway Investment Advisers LLC | 1,754 | $224.6K | 0.00% | +1,754 | New |
| Daymark Wealth Partners, LLC | 1,757 | $225.0K | 0.01% | +1,757 | New |
| Catalina Capital Group, LLC | 1,774 | $227.1K | 0.08% | +1,774 | New |
| Moneta Group Investment Advisors LLC | 1,776 | $227.4K | 0.00% | +1,776 | New |
| Holderness Investments Co | 1,777 | $227.5K | 0.05% | +1,777 | New |
| Cromwell Holdings LLC | 1,781 | $228.0K | 0.15% | 00.0% | Unchanged |
| XML Financial, LLC | 1,789 | $229.1K | 0.02% | +1,789 | New |
| Valued Retirements, Inc. | 1,790 | $229.2K | 0.32% | +1,790 | New |
| Angeles Investment Advisors, LLC | 1,798 | $230.2K | 0.01% | +1,798 | New |
| Rothschild Capital Partners, LLC | 1,814 | $232.2K | 0.06% | +1,814 | New |
| Cahill Financial Advisors Inc | 1,822 | $233.2K | 0.03% | +1,822 | New |
| First Affirmative Financial Network | 1,838 | $235.3K | 0.13% | +1,838 | New |
| Geller Advisors LLC | 1,842 | $235.8K | 0.02% | +1,842 | New |
| Continuum Advisory, LLC | 1,757 | $236.1K | 0.03% | +285+19.4% | Added |
| Probity Advisors, Inc. | 1,858 | $237.9K | 0.05% | +1,858 | New |
| Apella Capital, LLC | 1,883 | $239.2K | 0.01% | +1,883 | New |
| 9258 Wealth Management, LLC | 1,876 | $240.2K | 0.04% | +1,876 | New |
| Strategic Blueprint, LLC | 1,888 | $241.7K | 0.02% | −97−4.9% | Reduced |
| One Degree Advisors Inc | 1,915 | $243.0K | 0.10% | +1,915 | New |
| Bullock Wealth Management Group | 1,909 | $243.6K | 0.15% | +97+5.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,909 | $244.4K | 0.05% | +1,909 | New |
| Prosperity Financial Group, Inc. | 1,917 | $245.4K | 0.14% | +1,917 | New |
| Echo Wealth Management, LLC | 2,000 | $248.7K | 0.17% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,953 | $250.1K | 0.08% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,959 | $250.8K | 0.01% | +1,959 | New |
| Motco | 1,961 | $251.1K | 0.03% | −272−12.2% | Reduced |
| Simon Quick Advisors, LLC | 1,970 | $252.3K | 0.02% | +1,970 | New |
| Mather Group, LLC. | 1,978 | $253.3K | 0.00% | +41+2.1% | Added |
| Wealth Alliance | 1,985 | $254.1K | 0.03% | −95−4.6% | Reduced |
| Massmutual Trust Co FSB | 1,986 | $254.3K | 0.01% | +45+2.3% | Added |
| Sherbrooke Park Advisers LLC | 1,990 | $254.8K | 0.06% | −5,135−72.1% | Reduced |
| GM Advisory Group, Inc. | 2,000 | $256.1K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 2,004 | $256.6K | 0.28% | +5+0.3% | Added |
| Evoke Wealth, LLC | 2,035 | $260.6K | 0.01% | +2,035 | New |
| Moloney Securities Asset Management, LLC | 2,038 | $260.9K | 0.03% | −303−12.9% | Reduced |
| Wedbush Securities Inc | 2,040 | $261.0K | 0.01% | −2,229−52.2% | Reduced |
| Morningstar Investment Services LLC | 2,076 | $264.0K | 0.00% | +2,076 | New |
| Childress Capital Advisors, LLC | 2,076 | $265.8K | 0.07% | +9+0.4% | Added |
| Regions Financial Corp | 2,087 | $267.2K | 0.00% | +125+6.4% | Added |
| Northcape Wealth Management, LLC | 2,092 | $267.8K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,030 | $268.0K | 0.01% | −115−5.4% | Reduced |
| SNS Financial Group, LLC | 2,107 | $269.8K | 0.03% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,000 | $269.8K | 0.25% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,121 | $271.6K | 0.03% | +2,121 | New |
| Verdence Capital Advisors LLC | 2,125 | $272.1K | 0.02% | +5+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,130 | $272.7K | 0.10% | +430+25.3% | Added |
| Woodmont Investment Counsel LLC | 2,132 | $273.0K | 0.02% | +2,132 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,137 | $273.6K | 0.01% | −20−0.9% | Reduced |
| Contravisory Investment Management, Inc. | 2,140 | $274.0K | 0.06% | −3−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,033 | $275.3K | 0.00% | −767−27.4% | Reduced |
| Shelton Wealth Management, LLC | 2,153 | $275.7K | 0.16% | +12+0.6% | Added |
| Warwick Investment Management, Inc. | 2,156 | $276.0K | 0.07% | +19+0.9% | Added |
| EverSource Wealth Advisors, LLC | 2,170 | $277.9K | 0.02% | +347+19.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,177 | $278.7K | 0.08% | +72+3.4% | Added |
| Blue Fin Capital, Inc. | 2,210 | $282.9K | 0.05% | 00.0% | Unchanged |