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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 97 | $12.4K | 0.00% | +97 | New |
| Loomis Sayles & Co L P | 94 | $12.0K | 0.00% | +93+9,300.0% | Added |
| Winch Advisory Services, LLC | 92 | $11.8K | 0.00% | −162−63.8% | Reduced |
| NewSquare Capital LLC | 88 | $11.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $10.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $10.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 84 | $10.0K | 0.00% | +12+16.7% | Added |
| Hemington Wealth Management | 78 | $10.0K | 0.00% | +78 | New |
| Highline Wealth Partners LLC | 75 | $9.60K | 0.00% | +9+13.6% | Added |
| Raffa Wealth Management, LLC | 73 | $9.35K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 87 | $9.22K | 0.00% | +9+11.5% | Added |
| Crewe Advisors LLC | 68 | $8.71K | 0.00% | +5+7.9% | Added |
| Semmax Financial Advisors Inc. | 55 | $7.48K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 58 | $7.40K | 0.00% | +1+1.8% | Added |
| American National Bank | 55 | $7.04K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 51 | $6.53K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 51 | $6.52K | 0.00% | +51 | New |
| Fortis Group Advisors, LLC | 50 | $6.40K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $6.40K | 0.00% | +50 | New |
| Peoples Bank | 50 | $6.40K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 47 | $6.02K | 0.00% | +41+683.3% | Added |
| Harbor Capital Advisors, Inc. | 43 | $6.00K | 0.00% | +43 | New |
| Redmont Wealth Advisors LLC | 46 | $5.89K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $5.88K | 0.00% | +46 | New |
| Belpointe Asset Management LLC | 44 | $5.67K | 0.00% | +13+41.9% | Added |
| Aspect Partners, LLC | 42 | $5.38K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 42 | $5.38K | 0.00% | +42 | New |
| Carolinas Wealth Consulting LLC | 39 | $4.99K | 0.00% | +5+14.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $4.82K | 0.00% | −6−14.0% | Reduced |
| Cornerstone Planning Group LLC | 35 | $4.81K | 0.00% | +8+29.6% | Added |
| New England Capital Financial Advisors LLC | 34 | $4.35K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 34 | $4.35K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 32 | $4.10K | 0.00% | +32 | New |
| Quarry LP | 31 | $3.97K | 0.00% | −1,679−98.2% | Reduced |
| TFC Financial Management | 30 | $3.85K | 0.00% | −2−6.3% | Reduced |
| WR Wealth Planners, LLC | 28 | $3.58K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 26 | $3.33K | 0.00% | +26 | New |
| Horizon Bancorp Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $2.82K | 0.00% | +2+10.0% | Added |
| South State Corp. | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 19 | $2.43K | 0.00% | +19 | New |
| Duncker Streett & Co Inc | 17 | $2.18K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $1.54K | 0.00% | +12 | New |
| Clean Yield Group | 11 | $1.41K | 0.00% | +11 | New |
| JDM Financial Group LLC | 10 | $1.28K | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 8 | $1.02K | 0.00% | +8 | New |
| Ruedi Wealth Management, Inc. | 7 | $896 | 0.00% | −7−50.0% | Reduced |
| First Personal Financial Services | 6 | $769 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 6 | $768 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 6 | $768 | 0.00% | +6 | New |
| TD Capital Management LLC | 5 | $648 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $640 | 0.00% | +5 | New |
| Financial Gravity Companies, Inc. | 5 | $640 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $620 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $256 | 0.00% | −2,909−99.9% | Reduced |
| Mendota Financial Group, LLC | 1 | $129 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −123,509−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −123,300−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −115,822−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −43,676−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,074−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,499−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,080−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,135−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −22,626−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,794−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −12,155−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −9,997−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,746−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,097−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Sykon Capital LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |