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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 5,524 | $707.3K | 0.02% | +3,448+166.1% | Added |
| Buckingham Strategic Partners | 5,525 | $707.4K | 0.01% | +1,665+43.1% | Added |
| Texas Yale Capital Corp. | 5,545 | $710.0K | 0.03% | +283+5.4% | Added |
| Ballentine Partners, LLC | 5,595 | $716.3K | 0.01% | +116+2.1% | Added |
| Assetmark, Inc | 5,703 | $730.2K | 0.00% | +3,533+162.8% | Added |
| APG Asset Management N.V. | 6,387 | $732.7K | 0.00% | −62,630−90.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,778 | $739.8K | 0.01% | −15,425−72.7% | Reduced |
| Proequities, Inc. | 5,835 | $747.1K | 0.04% | −83−1.4% | Reduced |
| NorthRock Partners, LLC | 5,846 | $748.5K | 0.02% | +136+2.4% | Added |
| Johnson Investment Counsel Inc | 5,857 | $749.9K | 0.01% | −189−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,861 | $750.4K | 0.02% | −431−6.8% | Reduced |
| Everhart Financial Group, Inc. | 5,917 | $757.6K | 0.17% | +702+13.5% | Added |
| Integrated Wealth Concepts LLC | 5,956 | $762.5K | 0.01% | −646−9.8% | Reduced |
| Values First Advisors, Inc. | 5,997 | $767.7K | 0.42% | −23−0.4% | Reduced |
| Bailard, Inc. | 6,043 | $773.7K | 0.02% | +408+7.2% | Added |
| Dudley Capital Management, LLC | 6,075 | $777.8K | 0.41% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 6,138 | $785.8K | 0.43% | −600−8.9% | Reduced |
| Savant Capital, LLC | 6,148 | $787.1K | 0.01% | −2,121−25.7% | Reduced |
| Dodds Wealth, LLC | 6,422 | $790.6K | 0.26% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,187 | $792.0K | 0.14% | +60+1.0% | Added |
| Ingalls & Snyder LLC | 6,246 | $800.0K | 0.03% | −80−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 6,266 | $802.2K | 0.02% | +6,266 | New |
| Madden Advisory Services, Inc. | 6,270 | $802.7K | 0.37% | −236−3.6% | Reduced |
| Friedenthal Financial | 6,337 | $811.3K | 0.48% | +5,861+1,231.3% | Added |
| Fulcrum Capital LLC | 6,368 | $815.3K | 0.18% | −720−10.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,408 | $820.4K | 0.19% | −57−0.9% | Reduced |
| Davenport & Co LLC | 6,468 | $828.1K | 0.00% | +16+0.2% | Added |
| Arkadios Wealth Advisors | 6,486 | $830.4K | 0.05% | −577−8.2% | Reduced |
| Wedmont Private Capital | 6,688 | $831.1K | 0.05% | −184−2.7% | Reduced |
| Pitcairn Co | 6,513 | $833.9K | 0.05% | +3,689+130.6% | Added |
| IHT Wealth Management, LLC | 6,550 | $837.9K | 0.02% | +1,442+28.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,545 | $838.0K | 0.03% | −6−0.1% | Reduced |
| Groupama Asset Managment | 8,153 | $838.0K | 0.02% | −8,134−49.9% | Reduced |
| Greenup Street Wealth Management LLC | 6,599 | $845.0K | 0.17% | +26+0.4% | Added |
| Monetary Management Group Inc | 6,600 | $845.0K | 0.22% | −625−8.7% | Reduced |
| Allianz SE | 6,640 | $850.1K | 0.02% | +370+5.9% | Added |
| Glenmede Trust Co NA | 6,702 | $858.1K | 0.00% | +543+8.8% | Added |
| Busey Wealth Management | 6,754 | $864.7K | 0.03% | −1,374−16.9% | Reduced |
| Level Four Advisory Services, LLC | 6,460 | $871.4K | 0.04% | −4−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 6,820 | $873.2K | 0.72% | −25−0.4% | Reduced |
| Geneos Wealth Management Inc. | 6,827 | $874.0K | 0.03% | −128−1.8% | Reduced |
| MQS Management LLC | 6,834 | $875.0K | 0.49% | +3,200+88.1% | Added |
| Jackson Creek Investment Advisors LLC | 6,908 | $884.0K | 0.26% | −147−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 6,973 | $892.8K | 0.03% | −17−0.2% | Reduced |
| Engineers Gate Manager LP | 7,019 | $898.6K | 0.02% | +7,019 | New |
| Wolverine Asset Management LLC | 7,176 | $918.7K | 0.02% | +7,176 | New |
| We Are One Seven, LLC | 7,233 | $926.1K | 0.04% | −27−0.4% | Reduced |
| Boothbay Fund Management, LLC | 7,240 | $926.9K | 0.03% | +658+10.0% | Added |
| Abn Amro Investment Solutions | 7,278 | $931.8K | 0.02% | +1,362+23.0% | Added |
| Bessemer Group Inc | 7,297 | $933.0K | 0.00% | +3,079+73.0% | Added |
| Ameritas Advisory Services, LLC | 7,448 | $953.6K | 0.04% | +1,023+15.9% | Added |
| Stiles Financial Services Inc | 7,589 | $971.9K | 0.34% | +22+0.3% | Added |
| Prestige Wealth Management Group LLC | 7,619 | $975.5K | 0.20% | +7,529+8,365.6% | Added |
| Axecap Investments, LLC | 7,622 | $975.8K | 0.74% | +7,622 | New |
| Siemens Fonds Invest GmbH | 7,644 | $978.7K | 0.08% | +1,094+16.7% | Added |
| Carnegie Capital Asset Management, LLC | 7,808 | $999.7K | 0.03% | −140−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,824 | $1.00M | 0.01% | +331+4.4% | Added |
| Wetherby Asset Management Inc | 7,836 | $1.00M | 0.05% | −290−3.6% | Reduced |
| Horizon Investments, LLC | 7,883 | $1.00M | 0.03% | −775−9.0% | Reduced |
| Atlantic Union Bankshares Corp | 8,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,065 | $1.03M | 0.07% | −98−1.2% | Reduced |
| Virtus ETF Advisers LLC | 8,065 | $1.03M | 0.48% | +8,065 | New |
| Ancora Advisors, LLC | 8,123 | $1.04M | 0.02% | −1,037−11.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,259 | $1.06M | 0.24% | −64−0.8% | Reduced |
| Waterloo Capital, L.P. | 8,368 | $1.07M | 0.12% | +8,368 | New |
| Prospera Financial Services Inc | 8,450 | $1.08M | 0.03% | +463+5.8% | Added |
| Brookstone Capital Management | 8,502 | $1.09M | 0.02% | −87−1.0% | Reduced |
| CAPROCK Group, Inc. | 8,529 | $1.09M | 0.04% | +2,385+38.8% | Added |
| Mesirow Financial Investment Management, Inc. | 8,586 | $1.10M | 0.02% | +4,297+100.2% | Added |
| Arrowstreet Capital, Limited Partnership | 8,609 | $1.10M | 0.00% | −1,810−17.4% | Reduced |
| American Assets Capital Advisers, LLC | 8,612 | $1.10M | 0.34% | −1,141−11.7% | Reduced |
| HB Wealth Management, LLC | 8,629 | $1.10M | 0.01% | +1,429+19.8% | Added |
| Tradewinds, LLC. | 8,689 | $1.11M | 0.34% | −249−2.8% | Reduced |
| Penserra Capital Management LLC | 8,754 | $1.12M | 0.02% | −120−1.4% | Reduced |
| Wolverine Trading, LLC | 8,815 | $1.12M | 0.03% | −10,092−53.4% | Reduced |
| Panagora Asset Management Inc | 8,776 | $1.12M | 0.01% | −40.0% | Reduced |
| Schnieders Capital Management LLC | 8,790 | $1.13M | 0.21% | +394+4.7% | Added |
| GTS Securities LLC | 8,900 | $1.14M | 0.02% | +8,900 | New |
| Gallagher Fiduciary Advisors, LLC | 8,907 | $1.14M | 0.23% | −428−4.6% | Reduced |
| USA Financial Portformulas Corp | 8,927 | $1.14M | 0.18% | −2,013−18.4% | Reduced |
| Checchi Capital Advisers, LLC | 9,034 | $1.16M | 0.09% | −276−3.0% | Reduced |
| Trueblood Wealth Management, LLC | 9,063 | $1.16M | 0.58% | +10.0% | Added |
| Greenleaf Trust | 9,079 | $1.16M | 0.01% | +66+0.7% | Added |
| GAMMA Investing LLC | 9,083 | $1.16M | 0.12% | +2,201+32.0% | Added |
| Dakota Wealth Management | 9,336 | $1.20M | 0.03% | +1,381+17.4% | Added |
| Greenland Capital Management LP | 9,400 | $1.20M | 0.22% | −11,000−53.9% | Reduced |
| GWM Advisors LLC | 9,409 | $1.20M | 0.01% | −232−2.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,573 | $1.23M | 0.44% | −45−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 9,617 | $1.23M | 0.09% | +82+0.9% | Added |
| Change Path, LLC | 9,737 | $1.25M | 0.04% | +563+6.1% | Added |
| Azzad Asset Management Inc | 9,743 | $1.25M | 0.14% | +378+4.0% | Added |
| Signaturefd, LLC | 9,747 | $1.25M | 0.02% | +497+5.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $1.26M | 0.04% | −353−3.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.28M | 0.11% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,068 | $1.29M | 0.19% | +7,215+252.9% | Added |
| Empowered Funds, LLC | 10,094 | $1.29M | 0.02% | +696+7.4% | Added |
| Coldstream Capital Management Inc | 10,236 | $1.32M | 0.03% | +962+10.4% | Added |
| PFG Investments, LLC | 10,316 | $1.32M | 0.09% | +6+0.1% | Added |
| NFP Retirement, Inc. | 10,408 | $1.33M | 0.11% | −176−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 10,538 | $1.35M | 0.35% | 00.0% | Unchanged |