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 |
|---|---|---|---|---|---|
| Graypoint LLC | 3,343 | $428.0K | 0.03% | +336+11.2% | Added |
| Cambria Investment Management, L.P. | 3,366 | $430.9K | 0.03% | −227−6.3% | Reduced |
| Wealthspire Advisors, LLC | 3,368 | $431.2K | 0.00% | +1,182+54.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,371 | $431.6K | 0.04% | +1,195+54.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,386 | $433.5K | 0.06% | −11−0.3% | Reduced |
| GDS Wealth Management | 3,414 | $437.1K | 0.04% | +3,414 | New |
| Lake Street Financial LLC | 3,418 | $437.6K | 0.07% | −147−4.1% | Reduced |
| Summit Trail Advisors, LLC | 3,443 | $440.8K | 0.01% | +679+24.6% | Added |
| PDS Planning, Inc | 3,471 | $444.4K | 0.04% | +19+0.6% | Added |
| LifePlan Financial, LLC | 3,483 | $445.9K | 0.38% | −357−9.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,484 | $446.0K | 0.16% | −400−10.3% | Reduced |
| EP Wealth Advisors, LLC | 3,496 | $447.6K | 0.00% | +68+2.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $450.9K | 0.03% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 3,528 | $451.6K | 0.20% | +9+0.3% | Added |
| Trustmark National Bank Trust Department | 3,531 | $452.1K | 0.03% | +3,531 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $456.1K | 0.25% | −76−2.1% | Reduced |
| LCNB Corp | 3,604 | $461.4K | 0.16% | −369−9.3% | Reduced |
| Farther Finance Advisors, LLC | 3,610 | $462.1K | 0.02% | +1,261+53.7% | Added |
| Moors & Cabot, Inc. | 3,617 | $463.1K | 0.02% | −100−2.7% | Reduced |
| Allworth Financial LP | 3,663 | $469.0K | 0.00% | +65+1.8% | Added |
| Valeo Financial Advisors, LLC | 3,668 | $469.6K | 0.01% | +94+2.6% | Added |
| Southland Equity Partners LLC | 3,676 | $470.7K | 0.11% | −46−1.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,749 | $480.0K | 0.09% | −60−1.6% | Reduced |
| Balboa Wealth Partners | 3,758 | $481.1K | 0.12% | +1,126+42.8% | Added |
| Baldwin Investment Management, LLC | 3,760 | $481.4K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,764 | $481.8K | 0.04% | −109−2.8% | Reduced |
| Evanson Asset Management, LLC | 3,771 | $482.8K | 0.03% | +10+0.3% | Added |
| Personal Cfo Solutions, LLC | 3,800 | $486.5K | 0.07% | −26−0.7% | Reduced |
| Tectonic Advisors LLC | 3,813 | $488.2K | 0.03% | −23−0.6% | Reduced |
| Flputnam Investment Management Co | 3,831 | $490.5K | 0.01% | +26+0.7% | Added |
| Van Hulzen Asset Management, LLC | 3,844 | $492.0K | 0.04% | −96−2.4% | Reduced |
| Parallel Advisors, LLC | 3,861 | $494.4K | 0.01% | +841+27.8% | Added |
| Golden State Equity Partners | 3,884 | $497.3K | 0.08% | +1,103+39.7% | Added |
| Brighton Jones LLC | 3,906 | $500.1K | 0.02% | −4−0.1% | Reduced |
| Glenview Trust Co | 3,953 | $506.1K | 0.01% | −138−3.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $507.3K | 0.19% | 00.0% | Unchanged |
| Monument Capital Management | 4,045 | $517.9K | 0.14% | −366−8.3% | Reduced |
| Hendershot Investments Inc. | 4,116 | $527.0K | 0.07% | −1,026−20.0% | Reduced |
| Apollon Wealth Management, LLC | 4,123 | $527.8K | 0.01% | +11+0.3% | Added |
| Financial Counselors Inc | 4,168 | $533.6K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,211 | $539.1K | 0.08% | +60+1.4% | Added |
| Harbour Investments, Inc. | 4,215 | $539.6K | 0.02% | +156+3.8% | Added |
| First American Trust, FSB | 4,293 | $549.6K | 0.05% | +44+1.0% | Added |
| Lake Street Advisors Group, LLC | 4,293 | $549.7K | 0.03% | +236+5.8% | Added |
| Whittier Trust Co | 4,331 | $554.5K | 0.01% | +625+16.9% | Added |
| Whittier Trust Co of Nevada Inc | 4,360 | $558.2K | 0.01% | +9+0.2% | Added |
| Great Valley Advisor Group, Inc. | 4,386 | $561.7K | 0.01% | +800+22.3% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $562.9K | 0.03% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 4,400 | $563.3K | 0.26% | +4,400 | New |
| Dorsey & Whitney Trust CO LLC | 4,405 | $564.0K | 0.03% | +239+5.7% | Added |
| Commerzbank Aktiengesellschaft | 4,399 | $564.0K | 0.02% | +962+28.0% | Added |
| Dogwood Wealth Management LLC | 4,416 | $565.3K | 0.33% | +2,433+122.7% | Added |
| Principal Securities, Inc. | 4,429 | $567.0K | 0.01% | +494+12.6% | Added |
| Ellevest, Inc. | 4,445 | $569.1K | 0.03% | −937−17.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $570.6K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,480 | $573.6K | 0.22% | +118+2.7% | Added |
| Global Retirement Partners, LLC | 4,491 | $574.9K | 0.02% | −3,254−42.0% | Reduced |
| Prudent Man Advisors, LLC | 4,503 | $576.5K | 0.19% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 4,537 | $577.4K | 0.24% | −94−2.0% | Reduced |
| Syon Capital LLC | 4,532 | $580.2K | 0.05% | +20+0.4% | Added |
| Schechter Investment Advisors, LLC | 4,543 | $581.6K | 0.04% | −393−8.0% | Reduced |
| Qtron Investments LLC | 4,543 | $581.6K | 0.08% | −3,556−43.9% | Reduced |
| Clearstead Advisors, LLC | 4,583 | $586.7K | 0.01% | +76+1.7% | Added |
| SpiderRock Advisors, LLC | 4,584 | $587.0K | 0.01% | +257+5.9% | Added |
| Cypress Capital Group | 4,613 | $590.6K | 0.07% | −26−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,688 | $593.0K | 0.01% | +3,672+182.1% | Added |
| Capital Square, LLC | 4,636 | $593.5K | 0.36% | +4,636 | New |
| AlphaCore Capital LLC | 4,640 | $594.1K | 0.13% | +110+2.4% | Added |
| Panoramic Investment Advisors, LLC | 4,652 | $595.6K | 0.41% | +4,652 | New |
| Prime Capital Investment Advisors, LLC | 4,683 | $599.5K | 0.01% | +56+1.2% | Added |
| Integrated Advisors Network LLC | 4,706 | $602.6K | 0.03% | −47−1.0% | Reduced |
| Associated Banc-Corp | 4,714 | $603.5K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,804 | $615.1K | 0.21% | −42−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,813 | $616.1K | 0.03% | +3,668+320.3% | Added |
| Exchange Traded Concepts, LLC | 4,850 | $620.9K | 0.01% | −550−10.2% | Reduced |
| Tower Bridge Advisors | 4,850 | $620.9K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,909 | $628.6K | 0.05% | −90−1.8% | Reduced |
| Smartleaf Asset Management LLC | 4,946 | $629.1K | 0.08% | +1,369+38.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,953 | $634.1K | 0.17% | +75+1.5% | Added |
| Kingsview Wealth Management, LLC | 4,966 | $635.8K | 0.01% | +200+4.2% | Added |
| Drake & Associates, LLC | 4,971 | $636.4K | 0.21% | −262−5.0% | Reduced |
| Atomi Financial Group, Inc. | 5,020 | $642.7K | 0.04% | +666+15.3% | Added |
| ARS Wealth Advisors Group, LLC | 5,021 | $642.8K | 0.08% | −36−0.7% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $647.8K | 0.46% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,074 | $649.6K | 0.01% | +62+1.2% | Added |
| Good Life Advisors, LLC | 5,104 | $653.4K | 0.04% | −91−1.8% | Reduced |
| Marshall Financial Group LLC | 5,105 | $653.5K | 0.16% | +5,105 | New |
| HF Advisory Group, LLC | 5,127 | $656.5K | 0.31% | −365−6.6% | Reduced |
| Ostrum Asset Management | 5,131 | $656.9K | 0.05% | +166+3.3% | Added |
| LongView Wealth Management | 5,144 | $658.5K | 0.21% | −114−2.2% | Reduced |
| LRI Investments, LLC | 4,953 | $665.8K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,219 | $668.2K | 0.04% | +125+2.5% | Added |
| CenterBook Partners LP | 5,298 | $678.3K | 0.04% | +5,298 | New |
| Jump Financial, LLC | 5,315 | $680.5K | 0.01% | −313−5.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,344 | $684.2K | 0.34% | −283−5.0% | Reduced |
| Sara-Bay Financial | 5,352 | $685.2K | 0.29% | −655−10.9% | Reduced |
| TownSquare Capital, LLC | 5,446 | $697.3K | 0.01% | +2,298+73.0% | Added |
| Huntington National Bank | 5,459 | $698.9K | 0.01% | −173−3.1% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $703.7K | 0.31% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,500 | $704.2K | 0.03% | −655−10.6% | Reduced |