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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 16,280 | $2.08M | 0.02% | +821+5.3% | Added |
| O'Rourke & Company, Inc | 16,277 | $2.08M | 1.04% | +23+0.1% | Added |
| Profund Advisors LLC | 16,222 | $2.08M | 0.08% | +6,959+75.1% | Added |
| Liberty Capital Management, Inc. | 16,179 | $2.07M | 0.46% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 16,150 | $2.07M | 0.18% | +12,047+293.6% | Added |
| Kestra Advisory Services, LLC | 15,947 | $2.04M | 0.01% | −11,479−41.9% | Reduced |
| Brevan Howard Capital Management LP | 15,842 | $2.03M | 0.10% | +15,842 | New |
| Cullinan Associates Inc | 15,155 | $1.98M | 0.11% | −2,035−11.8% | Reduced |
| RDA Financial Network | 15,391 | $1.97M | 0.61% | −770−4.8% | Reduced |
| Catalytic Wealth RIA, LLC | 15,371 | $1.97M | 0.34% | +5,829+61.1% | Added |
| Sandy Spring Bank | 15,351 | $1.97M | 0.08% | −255−1.6% | Reduced |
| Verde Capital Management | 15,199 | $1.95M | 0.58% | +367+2.5% | Added |
| Dean Capital Management | 15,042 | $1.93M | 0.82% | +15,042 | New |
| Fairfield Financial Advisors, LTD | 14,921 | $1.91M | 0.65% | +386+2.7% | Added |
| Wahed Invest LLC | 14,643 | $1.87M | 0.33% | +1,775+13.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 14,557 | $1.86M | 1.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 14,524 | $1.86M | 0.45% | −441−2.9% | Reduced |
| NTV Asset Management LLC | 14,444 | $1.85M | 0.25% | 00.0% | Unchanged |
| Bard Associates Inc | 14,384 | $1.84M | 0.63% | −503−3.4% | Reduced |
| CWM, LLC | 14,364 | $1.84M | 0.01% | −551−3.7% | Reduced |
| RSM US Wealth Management LLC | 14,381 | $1.83M | 0.03% | +1,286+9.8% | Added |
| Harvest Fund Management Co., Ltd | 13,823 | $1.77M | 0.11% | +5,956+75.7% | Added |
| AIA Group Ltd | 13,800 | $1.77M | 0.05% | +600+4.5% | Added |
| Advance Capital Management, Inc. | 13,673 | $1.75M | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 13,546 | $1.73M | 0.24% | −63−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 13,466 | $1.72M | 0.02% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 13,422 | $1.72M | 1.06% | +11,101+478.3% | Added |
| Capital International Sarl | 13,350 | $1.71M | 0.04% | +2,893+27.7% | Added |
| Balyasny Asset Management LLC | 13,310 | $1.70M | 0.00% | −99,817−88.2% | Reduced |
| United Services Automobile Association | 13,183 | $1.69M | 0.04% | −674−4.9% | Reduced |
| Wesbanco Bank Inc | 13,158 | $1.68M | 0.06% | −84−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,097 | $1.68M | 0.02% | +1,542+13.3% | Added |
| Independent Financial Group, LLC | 13,043 | $1.67M | 0.06% | +10,065+338.0% | Added |
| Easterly Investment Partners LLC | 13,012 | $1.67M | 0.13% | +13,012 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,992 | $1.66M | 0.03% | +7,477+135.6% | Added |
| Arbor Capital Management Inc | 12,932 | $1.65M | 1.56% | −2,115−14.1% | Reduced |
| Old North State Wealth Management, LLC | 12,864 | $1.65M | 0.92% | +78+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,823 | $1.64M | 0.14% | +1,138+9.7% | Added |
| Bleakley Financial Group, LLC | 12,790 | $1.64M | 0.05% | +611+5.0% | Added |
| Meeder Advisory Services, Inc. | 12,361 | $1.58M | 0.10% | −143−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,222 | $1.56M | 0.01% | +3,350+37.8% | Added |
| Garrison Bradford & Associates Inc | 12,167 | $1.56M | 1.54% | −213−1.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 12,000 | $1.54M | 0.34% | +12,000 | New |
| HighPoint Advisor Group LLC | 11,995 | $1.54M | 0.09% | −2,310−16.1% | Reduced |
| Resources Investment Advisors, LLC. | 11,891 | $1.52M | 0.02% | +205+1.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,719 | $1.50M | 0.52% | −120−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,693 | $1.50M | 0.01% | +11,693 | New |
| Davy Global Fund Management Ltd | 11,666 | $1.49M | 0.16% | −4,606−28.3% | Reduced |
| Warren Averett Asset Management, LLC | 11,643 | $1.49M | 0.03% | −313−2.6% | Reduced |
| ProVise Management Group, LLC | 11,582 | $1.48M | 0.12% | −110−0.9% | Reduced |
| LGT Fund Management Co Ltd. | 11,580 | $1.47M | 0.15% | −284−2.4% | Reduced |
| Banco Santander, S.A. | 11,286 | $1.44M | 0.02% | −200−1.7% | Reduced |
| Verition Fund Management LLC | 11,241 | $1.44M | 0.01% | −10,040−47.2% | Reduced |
| Park Avenue Securities LLC | 11,206 | $1.44M | 0.02% | −39−0.3% | Reduced |
| Denali Advisors LLC | 11,148 | $1.43M | 0.15% | +11,148 | New |
| Baird Financial Group, Inc. | 11,130 | $1.42M | 0.00% | +1,856+20.0% | Added |
| Independent Advisor Alliance | 11,049 | $1.41M | 0.05% | +11+0.1% | Added |
| Lido Advisors, LLC | 10,983 | $1.41M | 0.01% | +698+6.8% | Added |
| Gray Wealth Management Inc. | 10,935 | $1.40M | 0.55% | +21+0.2% | Added |
| Welch Group, LLC | 10,700 | $1.37M | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,662 | $1.37M | 0.04% | −748−6.6% | Reduced |
| Stephens Inc | 10,610 | $1.36M | 0.02% | +3,857+57.1% | Added |
| International Assets Investment Management, LLC | 173,888 | $1.36M | 0.01% | +173,073+21,236.0% | Added |
| Paradigm Asset Management Co LLC | 10,538 | $1.35M | 0.35% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 10,408 | $1.33M | 0.11% | −176−1.7% | Reduced |
| PFG Investments, LLC | 10,316 | $1.32M | 0.09% | +6+0.1% | Added |
| Coldstream Capital Management Inc | 10,236 | $1.32M | 0.03% | +962+10.4% | Added |
| Empowered Funds, LLC | 10,094 | $1.29M | 0.02% | +696+7.4% | Added |
| TrinityPoint Wealth, LLC | 10,068 | $1.29M | 0.19% | +7,215+252.9% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.28M | 0.11% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $1.26M | 0.04% | −353−3.5% | Reduced |
| Signaturefd, LLC | 9,747 | $1.25M | 0.02% | +497+5.4% | Added |
| Azzad Asset Management Inc | 9,743 | $1.25M | 0.14% | +378+4.0% | Added |
| Change Path, LLC | 9,737 | $1.25M | 0.04% | +563+6.1% | Added |
| Frank, Rimerman Advisors LLC | 9,617 | $1.23M | 0.09% | +82+0.9% | Added |
| Jeppson Wealth Management, LLC | 9,573 | $1.23M | 0.44% | −45−0.5% | Reduced |
| GWM Advisors LLC | 9,409 | $1.20M | 0.01% | −232−2.4% | Reduced |
| Greenland Capital Management LP | 9,400 | $1.20M | 0.22% | −11,000−53.9% | Reduced |
| Dakota Wealth Management | 9,336 | $1.20M | 0.03% | +1,381+17.4% | Added |
| GAMMA Investing LLC | 9,083 | $1.16M | 0.12% | +2,201+32.0% | Added |
| Greenleaf Trust | 9,079 | $1.16M | 0.01% | +66+0.7% | Added |
| Trueblood Wealth Management, LLC | 9,063 | $1.16M | 0.58% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 9,034 | $1.16M | 0.09% | −276−3.0% | Reduced |
| USA Financial Portformulas Corp | 8,927 | $1.14M | 0.18% | −2,013−18.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,907 | $1.14M | 0.23% | −428−4.6% | Reduced |
| GTS Securities LLC | 8,900 | $1.14M | 0.02% | +8,900 | New |
| Schnieders Capital Management LLC | 8,790 | $1.13M | 0.21% | +394+4.7% | Added |
| Panagora Asset Management Inc | 8,776 | $1.12M | 0.01% | −40.0% | Reduced |
| Wolverine Trading, LLC | 8,815 | $1.12M | 0.03% | −10,092−53.4% | Reduced |
| Penserra Capital Management LLC | 8,754 | $1.12M | 0.02% | −120−1.4% | Reduced |
| Tradewinds, LLC. | 8,689 | $1.11M | 0.34% | −249−2.8% | Reduced |
| HB Wealth Management, LLC | 8,629 | $1.10M | 0.01% | +1,429+19.8% | Added |
| American Assets Capital Advisers, LLC | 8,612 | $1.10M | 0.34% | −1,141−11.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,609 | $1.10M | 0.00% | −1,810−17.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,586 | $1.10M | 0.02% | +4,297+100.2% | Added |
| CAPROCK Group, Inc. | 8,529 | $1.09M | 0.04% | +2,385+38.8% | Added |
| Brookstone Capital Management | 8,502 | $1.09M | 0.02% | −87−1.0% | Reduced |
| Prospera Financial Services Inc | 8,450 | $1.08M | 0.03% | +463+5.8% | Added |
| Waterloo Capital, L.P. | 8,368 | $1.07M | 0.12% | +8,368 | New |
| Community Bank & Trust, Waco, Texas | 8,259 | $1.06M | 0.24% | −64−0.8% | Reduced |