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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 578 | $74.0K | 0.01% | +13+2.3% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $73.5K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 566 | $72.5K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 559 | $71.5K | 0.01% | −33−5.6% | Reduced |
| Bank & Trust Co | 550 | $70.4K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 550 | $70.4K | 0.00% | +550 | New |
| HM Payson & Co | 535 | $68.5K | 0.00% | +35+7.0% | Added |
| MCF Advisors LLC | 524 | $67.1K | 0.00% | −4−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 518 | $66.3K | 0.01% | +9+1.8% | Added |
| Venturi Wealth Management, LLC | 508 | $65.0K | 0.00% | +243+91.7% | Added |
| Creekmur Asset Management LLC | 505 | $64.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 500 | $64.0K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $64.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 505 | $64.0K | 0.01% | −325−39.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 489 | $62.6K | 0.00% | +489 | New |
| ORG Partners LLC | 478 | $61.2K | 0.01% | −2−0.4% | Reduced |
| Manchester Capital Management LLC | 468 | $59.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 465 | $59.5K | 0.00% | +2+0.4% | Added |
| FSA Wealth Management LLC | 461 | $59.0K | 0.02% | +461 | New |
| Pinnacle Bancorp, Inc. | 450 | $57.6K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 442 | $56.6K | 0.01% | −56−11.2% | Reduced |
| Elequin Capital LP | 419 | $53.6K | 0.01% | +245+140.8% | Added |
| FinTrust Capital Advisors, LLC | 414 | $53.0K | 0.01% | −15−3.5% | Reduced |
| Compass Wealth Management LLC | 400 | $51.2K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $51.2K | 0.02% | +400 | New |
| Atlas Capital Advisors LLC | 394 | $50.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 389 | $49.8K | 0.01% | +389 | New |
| Sachetta, LLC | 379 | $48.5K | 0.02% | +300+379.7% | Added |
| Asset Dedication, LLC | 351 | $44.9K | 0.00% | −44−11.1% | Reduced |
| Silvant Capital Management LLC | 348 | $44.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 347 | $44.4K | 0.00% | −9−2.5% | Reduced |
| Piscataqua Savings Bank | 338 | $43.3K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 333 | $42.6K | 0.01% | +333 | New |
| Newbridge Financial Services Group, Inc. | 323 | $41.4K | 0.01% | −20−5.8% | Reduced |
| Financial Management Professionals, Inc. | 318 | $41.0K | 0.01% | +16+5.3% | Added |
| West Financial Advisors, LLC | 320 | $41.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 312 | $39.9K | 0.00% | +29+10.2% | Added |
| Claris Advisors, LLC | 307 | $39.3K | 0.02% | +307 | New |
| JNBA Financial Advisors | 300 | $38.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $38.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 295 | $37.8K | 0.02% | +2+0.7% | Added |
| Fortitude Family Office, LLC | 289 | $37.0K | 0.01% | +78+37.0% | Added |
| Bell Investment Advisors, Inc | 283 | $36.2K | 0.01% | −7−2.4% | Reduced |
| TCTC Holdings, LLC | 282 | $36.1K | 0.00% | −980−77.7% | Reduced |
| Manitou Investment Management Ltd. | 270 | $34.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 261 | $33.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 258 | $33.0K | 0.00% | +57+28.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 251 | $32.2K | 0.00% | +3+1.2% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $32.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 234 | $29.9K | 0.00% | +93+66.0% | Added |
| Salem Investment Counselors Inc | 231 | $29.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $29.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $28.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 216 | $27.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $27.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 212 | $27.2K | 0.01% | −700−76.8% | Reduced |
| Sunbelt Securities, Inc. | 209 | $26.8K | 0.00% | −146−41.1% | Reduced |
| Strategic Investment Solutions, Inc. | 205 | $26.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 203 | $26.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $25.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 191 | $24.5K | 0.00% | +15+8.5% | Added |
| Armstrong Advisory Group, Inc | 191 | $24.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 184 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $23.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $23.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $22.5K | 0.00% | −17−8.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 175 | $22.4K | 0.01% | +175 | New |
| Sittner & Nelson, LLC | 171 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 169 | $21.6K | 0.01% | +1+0.6% | Added |
| Raleigh Capital Management Inc. | 169 | $21.6K | 0.01% | +11+7.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 166 | $21.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 151 | $19.3K | 0.01% | 00.0% | Unchanged |
| HGK Asset Management Inc | 150 | $19.2K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 143 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $18.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 139 | $17.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 135 | $17.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 135 | $17.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 133 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 133 | $17.0K | 0.01% | +6+4.7% | Added |
| Arlington Trust Co LLC | 131 | $16.8K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 129 | $16.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $16.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 125 | $16.0K | 0.00% | −12−8.8% | Reduced |
| West Paces Advisors Inc. | 117 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 117 | $14.9K | 0.00% | −31−20.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 115 | $14.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 115 | $14.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $14.5K | 0.00% | +49+76.6% | Added |
| Coston, McIsaac & Partners | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $13.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 105 | $13.4K | 0.01% | +36+52.2% | Added |
| Central Pacific Bank - Trust Division | 104 | $13.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 103 | $13.2K | 0.00% | +103 | New |
| Robinswood Financial LLC | 101 | $12.9K | 0.00% | +29+40.3% | Added |
| Barrett & Company, Inc. | 100 | $12.8K | 0.01% | 00.0% | Unchanged |