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 |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 2,217 | $283.0K | 0.11% | −19−0.8% | Reduced |
| Pflug Koory, LLC | 2,215 | $283.6K | 0.14% | +2,215 | New |
| Orion Capital Management LLC | 2,220 | $284.2K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,242 | $287.1K | 0.02% | +216+10.7% | Added |
| AlphaMark Advisors, LLC | 2,250 | $288.0K | 0.10% | +2,250 | New |
| MTM Investment Management, LLC | 2,300 | $288.8K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,258 | $289.1K | 0.08% | +76+3.5% | Added |
| Carr Financial Group Corp | 2,262 | $289.5K | 0.09% | +11+0.5% | Added |
| Mystic Asset Management, Inc. | 2,265 | $290.0K | 0.11% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,307 | $295.3K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,307 | $295.4K | 0.12% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,310 | $295.7K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,310 | $295.7K | 0.00% | +2,310 | New |
| Summit Global Investments | 2,359 | $302.0K | 0.02% | −465−16.5% | Reduced |
| Advisory Services Network, LLC | 2,909 | $303.2K | 0.01% | 00.0% | Unchanged |
| Tuttle Tactical Management | 2,369 | $303.3K | 1.65% | +309+15.0% | Added |
| True North Advisors, LLC | 2,371 | $303.6K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,389 | $305.8K | 0.01% | +2,389 | New |
| Whalerock Point Partners, LLC | 2,389 | $305.9K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,402 | $307.5K | 0.00% | +202+9.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,406 | $308.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 2,414 | $309.1K | 0.03% | −88−3.5% | Reduced |
| Rehmann Capital Advisory Group | 2,416 | $309.4K | 0.02% | +131+5.7% | Added |
| AA Financial Advisors, LLC | 2,418 | $309.6K | 0.09% | +48+2.0% | Added |
| Fiduciary Trust Co | 2,432 | $311.4K | 0.00% | −66−2.6% | Reduced |
| BSW Wealth Partners | 2,433 | $311.5K | 0.05% | +426+21.2% | Added |
| Cambiar Investors LLC | 2,438 | $312.1K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,444 | $312.9K | 0.02% | +81+3.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $314.3K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,474 | $316.8K | 0.01% | +2,474 | New |
| Hudock, Inc. | 2,474 | $316.8K | 0.05% | −45−1.8% | Reduced |
| Summit Financial, LLC | 2,476 | $317.0K | 0.01% | +2,476 | New |
| Mosaic Family Wealth Partners, LLC | 2,500 | $320.1K | 0.05% | −30−1.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,502 | $320.3K | 0.26% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,525 | $323.3K | 0.15% | −10−0.4% | Reduced |
| Lindbrook Capital, LLC | 2,527 | $323.5K | 0.03% | +8+0.3% | Added |
| Marcum Wealth, LLC | 2,530 | $323.9K | 0.03% | +75+3.1% | Added |
| Avestar Capital, LLC | 2,536 | $324.7K | 0.04% | +232+10.1% | Added |
| Painted Porch Advisors LLC | 2,545 | $325.8K | 0.16% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 2,555 | $327.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,611 | $330.2K | 0.01% | +10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 2,588 | $331.3K | 0.09% | +15+0.6% | Added |
| Register Financial Advisors LLC | 2,600 | $332.9K | 0.17% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,611 | $334.3K | 0.03% | −50−1.9% | Reduced |
| Bryn Mawr Trust Co | 2,631 | $336.8K | 0.01% | +2,631 | New |
| Fortitude Advisory Group L.L.C. | 2,632 | $337.0K | 0.21% | −110−4.0% | Reduced |
| Essex Financial Services, Inc. | 2,603 | $338.6K | 0.02% | +26+1.0% | Added |
| Hartline Investment Corp | 2,652 | $339.5K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 2,654 | $339.8K | 0.04% | +160+6.4% | Added |
| Strategic Wealth Partners, Ltd. | 2,662 | $340.8K | 0.03% | −56−2.1% | Reduced |
| Bowman & Co S.C. | 2,665 | $341.2K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,718 | $346.6K | 0.02% | −98−3.5% | Reduced |
| Covenant Asset Management, LLC | 2,713 | $347.3K | 0.08% | +250+10.2% | Added |
| Capital Analysts, LLC | 2,729 | $349.0K | 0.01% | +1,540+129.5% | Added |
| Dark Forest Capital Management LP | 2,754 | $352.6K | 0.05% | +2,754 | New |
| Financial Advocates Investment Management | 2,756 | $352.9K | 0.02% | −132−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 2,761 | $353.5K | 0.06% | +29+1.1% | Added |
| Vise Technologies, Inc. | 2,766 | $354.1K | 0.05% | +2,766 | New |
| Legacy Financial Advisors, Inc. | 2,769 | $354.5K | 0.06% | +184+7.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,769 | $354.5K | 0.02% | −5−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,774 | $355.2K | 0.01% | +258+10.3% | Added |
| MBB Public Markets I LLC | 2,790 | $357.2K | 0.03% | −37,485−93.1% | Reduced |
| Shelton Capital Management | 2,792 | $357.5K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,809 | $359.6K | 0.11% | +2,809 | New |
| 44 Wealth Management LLC | 2,737 | $360.7K | 0.13% | +2,737 | New |
| HBK Investments L P | 2,824 | $361.6K | 0.01% | −223,347−98.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,827 | $361.9K | 0.01% | +2,827 | New |
| Investment Advisory Services Inc | 2,855 | $365.5K | 0.13% | −900−24.0% | Reduced |
| Visionary Wealth Advisors | 2,860 | $366.2K | 0.02% | −85−2.9% | Reduced |
| Diametric Capital, LP | 2,862 | $366.4K | 0.18% | +2,862 | New |
| CX Institutional | 2,883 | $369.2K | 0.02% | +44+1.5% | Added |
| Nilsine Partners, LLC | 2,902 | $371.5K | 0.05% | +139+5.0% | Added |
| Keystone Financial Group | 2,910 | $372.6K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,912 | $372.8K | 0.18% | −383−11.6% | Reduced |
| HBK Sorce Advisory LLC | 2,953 | $378.1K | 0.01% | +44+1.5% | Added |
| Stock Yards Bank & Trust Co | 2,975 | $380.9K | 0.01% | −333−10.1% | Reduced |
| Dearborn Partners LLC | 2,993 | $383.2K | 0.02% | −15−0.5% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $384.1K | 0.07% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 3,001 | $384.2K | 0.25% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,021 | $386.8K | 0.21% | −23−0.8% | Reduced |
| Cetera Trust Company, N.A | 3,025 | $387.3K | 0.24% | −200−6.2% | Reduced |
| Equitable Holdings, Inc. | 3,031 | $388.1K | 0.00% | +208+7.4% | Added |
| Plato Investment Management Ltd | 3,075 | $393.3K | 0.03% | +3,075 | New |
| Conning Inc. | 3,118 | $399.2K | 0.01% | −2−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 3,138 | $401.8K | 0.01% | +56+1.8% | Added |
| M&G Plc | 3,181 | $407.2K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,191 | $408.5K | 0.01% | +3,191 | New |
| Howard Capital Management Inc. | 3,197 | $409.3K | 0.01% | +3,197 | New |
| CoreCap Advisors, LLC | 3,226 | $413.0K | 0.02% | −174−5.1% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $416.1K | 0.16% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,251 | $416.2K | 0.02% | −41−1.2% | Reduced |
| Emergent Wealth Advisors, LLC | 3,251 | $416.2K | 0.31% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,256 | $416.9K | 0.01% | +18+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 3,275 | $419.3K | 0.02% | +174+5.6% | Added |
| Optiver Holding B.V. | 3,293 | $421.6K | 0.01% | +3,293 | New |
| Aptus Capital Advisors, LLC | 3,296 | $422.0K | 0.01% | +109+3.4% | Added |
| SFMG, LLC | 3,301 | $422.6K | 0.03% | −53−1.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $424.8K | 0.27% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,326 | $425.7K | 0.00% | +1,128+51.3% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $426.6K | 0.24% | 00.0% | Unchanged |