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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 173,888 | $1.36M | 0.01% | +173,073+21,236.0% | Added |
| Stephens Inc | 10,610 | $1.36M | 0.02% | +3,857+57.1% | Added |
| Snowden Capital Advisors LLC | 10,662 | $1.37M | 0.04% | −748−6.6% | Reduced |
| Welch Group, LLC | 10,700 | $1.37M | 0.06% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 10,935 | $1.40M | 0.55% | +21+0.2% | Added |
| Lido Advisors, LLC | 10,983 | $1.41M | 0.01% | +698+6.8% | Added |
| Independent Advisor Alliance | 11,049 | $1.41M | 0.05% | +11+0.1% | Added |
| Baird Financial Group, Inc. | 11,130 | $1.42M | 0.00% | +1,856+20.0% | Added |
| Denali Advisors LLC | 11,148 | $1.43M | 0.15% | +11,148 | New |
| Park Avenue Securities LLC | 11,206 | $1.44M | 0.02% | −39−0.3% | Reduced |
| Verition Fund Management LLC | 11,241 | $1.44M | 0.01% | −10,040−47.2% | Reduced |
| Banco Santander, S.A. | 11,286 | $1.44M | 0.02% | −200−1.7% | Reduced |
| LGT Fund Management Co Ltd. | 11,580 | $1.47M | 0.15% | −284−2.4% | Reduced |
| ProVise Management Group, LLC | 11,582 | $1.48M | 0.12% | −110−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 11,643 | $1.49M | 0.03% | −313−2.6% | Reduced |
| Davy Global Fund Management Ltd | 11,666 | $1.49M | 0.16% | −4,606−28.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,693 | $1.50M | 0.01% | +11,693 | New |
| Cornell Pochily Investment Advisors, Inc. | 11,719 | $1.50M | 0.52% | −120−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 11,891 | $1.52M | 0.02% | +205+1.8% | Added |
| HighPoint Advisor Group LLC | 11,995 | $1.54M | 0.09% | −2,310−16.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 12,000 | $1.54M | 0.34% | +12,000 | New |
| Garrison Bradford & Associates Inc | 12,167 | $1.56M | 1.54% | −213−1.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,222 | $1.56M | 0.01% | +3,350+37.8% | Added |
| Meeder Advisory Services, Inc. | 12,361 | $1.58M | 0.10% | −143−1.1% | Reduced |
| Bleakley Financial Group, LLC | 12,790 | $1.64M | 0.05% | +611+5.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,823 | $1.64M | 0.14% | +1,138+9.7% | Added |
| Old North State Wealth Management, LLC | 12,864 | $1.65M | 0.92% | +78+0.6% | Added |
| Arbor Capital Management Inc | 12,932 | $1.65M | 1.56% | −2,115−14.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,992 | $1.66M | 0.03% | +7,477+135.6% | Added |
| Easterly Investment Partners LLC | 13,012 | $1.67M | 0.13% | +13,012 | New |
| Independent Financial Group, LLC | 13,043 | $1.67M | 0.06% | +10,065+338.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,097 | $1.68M | 0.02% | +1,542+13.3% | Added |
| Wesbanco Bank Inc | 13,158 | $1.68M | 0.06% | −84−0.6% | Reduced |
| United Services Automobile Association | 13,183 | $1.69M | 0.04% | −674−4.9% | Reduced |
| Balyasny Asset Management LLC | 13,310 | $1.70M | 0.00% | −99,817−88.2% | Reduced |
| Capital International Sarl | 13,350 | $1.71M | 0.04% | +2,893+27.7% | Added |
| Beacon Financial Planning, Inc | 13,422 | $1.72M | 1.06% | +11,101+478.3% | Added |
| Illinois Municipal Retirement Fund | 13,466 | $1.72M | 0.02% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 13,546 | $1.73M | 0.24% | −63−0.5% | Reduced |
| Advance Capital Management, Inc. | 13,673 | $1.75M | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 13,800 | $1.77M | 0.05% | +600+4.5% | Added |
| Harvest Fund Management Co., Ltd | 13,823 | $1.77M | 0.11% | +5,956+75.7% | Added |
| RSM US Wealth Management LLC | 14,381 | $1.83M | 0.03% | +1,286+9.8% | Added |
| CWM, LLC | 14,364 | $1.84M | 0.01% | −551−3.7% | Reduced |
| Bard Associates Inc | 14,384 | $1.84M | 0.63% | −503−3.4% | Reduced |
| NTV Asset Management LLC | 14,444 | $1.85M | 0.25% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 14,524 | $1.86M | 0.45% | −441−2.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 14,557 | $1.86M | 1.17% | 00.0% | Unchanged |
| Wahed Invest LLC | 14,643 | $1.87M | 0.33% | +1,775+13.8% | Added |
| Fairfield Financial Advisors, LTD | 14,921 | $1.91M | 0.65% | +386+2.7% | Added |
| Dean Capital Management | 15,042 | $1.93M | 0.82% | +15,042 | New |
| Verde Capital Management | 15,199 | $1.95M | 0.58% | +367+2.5% | Added |
| Sandy Spring Bank | 15,351 | $1.97M | 0.08% | −255−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 15,371 | $1.97M | 0.34% | +5,829+61.1% | Added |
| RDA Financial Network | 15,391 | $1.97M | 0.61% | −770−4.8% | Reduced |
| Cullinan Associates Inc | 15,155 | $1.98M | 0.11% | −2,035−11.8% | Reduced |
| Brevan Howard Capital Management LP | 15,842 | $2.03M | 0.10% | +15,842 | New |
| Kestra Advisory Services, LLC | 15,947 | $2.04M | 0.01% | −11,479−41.9% | Reduced |
| Hamilton Capital Partners Inc. | 16,150 | $2.07M | 0.18% | +12,047+293.6% | Added |
| Liberty Capital Management, Inc. | 16,179 | $2.07M | 0.46% | 00.0% | Unchanged |
| Profund Advisors LLC | 16,222 | $2.08M | 0.08% | +6,959+75.1% | Added |
| O'Rourke & Company, Inc | 16,277 | $2.08M | 1.04% | +23+0.1% | Added |
| Brinker Capital Investments, LLC | 16,280 | $2.08M | 0.02% | +821+5.3% | Added |
| Orion Portfolio Solutions, LLC | 16,280 | $2.08M | 0.02% | +821+5.3% | Added |
| Edgemoor Investment Advisors, Inc. | 16,420 | $2.10M | 0.18% | −80−0.5% | Reduced |
| Wambolt & Associates, LLC | 16,615 | $2.12M | 0.58% | +441+2.7% | Added |
| Sumitomo Life Insurance Co | 16,672 | $2.13M | 0.04% | +385+2.4% | Added |
| Proquility Private Wealth Partners, LLC | 16,743 | $2.14M | 0.69% | −3,798−18.5% | Reduced |
| Longbow Finance SA | 16,746 | $2.14M | 0.23% | +16,746 | New |
| Atria Wealth Solutions, Inc. | 16,812 | $2.15M | 0.02% | +600+3.7% | Added |
| Paloma Partners Management Co | 17,017 | $2.18M | 0.12% | +4,806+39.4% | Added |
| D.A. Davidson & Co. | 17,118 | $2.19M | 0.02% | +949+5.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,134 | $2.19M | 0.15% | −2,151−11.2% | Reduced |
| V-Square Quantitative Management LLC | 17,220 | $2.20M | 0.32% | +378+2.2% | Added |
| Federated Hermes, Inc. | 17,422 | $2.23M | 0.00% | +8,085+86.6% | Added |
| Tokio Marine Asset Management Co Ltd | 17,636 | $2.26M | 0.10% | +2,305+15.0% | Added |
| Everence Capital Management Inc | 17,680 | $2.26M | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 18,301 | $2.34M | 0.03% | −142−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,341 | $2.35M | 0.05% | −688−3.6% | Reduced |
| Diversified Trust Co | 18,474 | $2.37M | 0.06% | +8,940+93.8% | Added |
| Aster Capital Management (DIFC) Ltd | 18,607 | $2.38M | 0.52% | +18,607 | New |
| Forte Capital LLC | 18,618 | $2.38M | 0.27% | −42−0.2% | Reduced |
| GYL Financial Synergies, LLC | 18,699 | $2.39M | 0.18% | −415−2.2% | Reduced |
| Capital Investment Advisors, LLC | 18,875 | $2.42M | 0.05% | −316−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,109 | $2.45M | 0.21% | −268−1.4% | Reduced |
| Beck Capital Management, LLC | 19,138 | $2.45M | 0.65% | +19,138 | New |
| Prelude Capital Management, LLC | 19,140 | $2.45M | 0.19% | +1,321+7.4% | Added |
| Omers Administration Corp | 19,259 | $2.47M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 19,263 | $2.47M | 0.07% | −86−0.4% | Reduced |
| GEM Realty Capital | 19,527 | $2.50M | 0.24% | −309,862−94.1% | Reduced |
| Private Advisor Group, LLC | 19,616 | $2.51M | 0.02% | −302−1.5% | Reduced |
| Vontobel Holding Ltd. | 19,617 | $2.51M | 0.01% | +1,846+10.4% | Added |
| Benjamin Edwards Inc | 19,722 | $2.53M | 0.04% | +5,132+35.2% | Added |
| Investment Management Corp of Ontario | 19,816 | $2.54M | 0.06% | +7,200+57.1% | Added |
| Centiva Capital, LP | 19,903 | $2.55M | 0.12% | +14,521+269.8% | Added |
| Lazard Asset Management LLC | 19,979 | $2.56M | 0.00% | +11,459+134.5% | Added |
| Merit Financial Group, LLC | 20,066 | $2.57M | 0.06% | −9,881−33.0% | Reduced |
| Allstate Corp | 20,201 | $2.59M | 0.25% | −8,965−30.7% | Reduced |
| Ossiam | 20,263 | $2.59M | 0.05% | −7,148−26.1% | Reduced |
| United Capital Financial Advisers, LLC | 20,404 | $2.61M | 0.02% | +126+0.6% | Added |