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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 8,123 | $1.04M | 0.02% | −1,037−11.3% | Reduced |
| 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 |
| Atlantic Union Bankshares Corp | 8,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,883 | $1.00M | 0.03% | −775−9.0% | Reduced |
| Wetherby Asset Management Inc | 7,836 | $1.00M | 0.05% | −290−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,824 | $1.00M | 0.01% | +331+4.4% | Added |
| Carnegie Capital Asset Management, LLC | 7,808 | $999.7K | 0.03% | −140−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 7,644 | $978.7K | 0.08% | +1,094+16.7% | Added |
| Axecap Investments, LLC | 7,622 | $975.8K | 0.74% | +7,622 | New |
| Prestige Wealth Management Group LLC | 7,619 | $975.5K | 0.20% | +7,529+8,365.6% | Added |
| Stiles Financial Services Inc | 7,589 | $971.9K | 0.34% | +22+0.3% | Added |
| Ameritas Advisory Services, LLC | 7,448 | $953.6K | 0.04% | +1,023+15.9% | Added |
| Bessemer Group Inc | 7,297 | $933.0K | 0.00% | +3,079+73.0% | Added |
| Abn Amro Investment Solutions | 7,278 | $931.8K | 0.02% | +1,362+23.0% | Added |
| Boothbay Fund Management, LLC | 7,240 | $926.9K | 0.03% | +658+10.0% | Added |
| We Are One Seven, LLC | 7,233 | $926.1K | 0.04% | −27−0.4% | Reduced |
| Wolverine Asset Management LLC | 7,176 | $918.7K | 0.02% | +7,176 | New |
| Engineers Gate Manager LP | 7,019 | $898.6K | 0.02% | +7,019 | New |
| Farmers & Merchants Investments Inc | 6,973 | $892.8K | 0.03% | −17−0.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,908 | $884.0K | 0.26% | −147−2.1% | Reduced |
| MQS Management LLC | 6,834 | $875.0K | 0.49% | +3,200+88.1% | Added |
| Geneos Wealth Management Inc. | 6,827 | $874.0K | 0.03% | −128−1.8% | Reduced |
| Richwood Investment Advisors, LLC | 6,820 | $873.2K | 0.72% | −25−0.4% | Reduced |
| Level Four Advisory Services, LLC | 6,460 | $871.4K | 0.04% | −4−0.1% | Reduced |
| Busey Wealth Management | 6,754 | $864.7K | 0.03% | −1,374−16.9% | Reduced |
| Glenmede Trust Co NA | 6,702 | $858.1K | 0.00% | +543+8.8% | Added |
| Allianz SE | 6,640 | $850.1K | 0.02% | +370+5.9% | Added |
| Monetary Management Group Inc | 6,600 | $845.0K | 0.22% | −625−8.7% | Reduced |
| Greenup Street Wealth Management LLC | 6,599 | $845.0K | 0.17% | +26+0.4% | Added |
| Groupama Asset Managment | 8,153 | $838.0K | 0.02% | −8,134−49.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,545 | $838.0K | 0.03% | −6−0.1% | Reduced |
| IHT Wealth Management, LLC | 6,550 | $837.9K | 0.02% | +1,442+28.2% | Added |
| Pitcairn Co | 6,513 | $833.9K | 0.05% | +3,689+130.6% | Added |
| Wedmont Private Capital | 6,688 | $831.1K | 0.05% | −184−2.7% | Reduced |
| Arkadios Wealth Advisors | 6,486 | $830.4K | 0.05% | −577−8.2% | Reduced |
| Davenport & Co LLC | 6,468 | $828.1K | 0.00% | +16+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,408 | $820.4K | 0.19% | −57−0.9% | Reduced |
| Fulcrum Capital LLC | 6,368 | $815.3K | 0.18% | −720−10.2% | Reduced |
| Friedenthal Financial | 6,337 | $811.3K | 0.48% | +5,861+1,231.3% | Added |
| Madden Advisory Services, Inc. | 6,270 | $802.7K | 0.37% | −236−3.6% | Reduced |
| Northwest & Ethical Investments L.P. | 6,266 | $802.2K | 0.02% | +6,266 | New |
| Ingalls & Snyder LLC | 6,246 | $800.0K | 0.03% | −80−1.3% | Reduced |
| Cigna Investments Inc | 6,187 | $792.0K | 0.14% | +60+1.0% | Added |
| Dodds Wealth, LLC | 6,422 | $790.6K | 0.26% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,148 | $787.1K | 0.01% | −2,121−25.7% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $785.8K | 0.43% | −600−8.9% | Reduced |
| Dudley Capital Management, LLC | 6,075 | $777.8K | 0.41% | 00.0% | Unchanged |
| Bailard, Inc. | 6,043 | $773.7K | 0.02% | +408+7.2% | Added |
| Values First Advisors, Inc. | 5,997 | $767.7K | 0.42% | −23−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,956 | $762.5K | 0.01% | −646−9.8% | Reduced |
| Everhart Financial Group, Inc. | 5,917 | $757.6K | 0.17% | +702+13.5% | Added |
| Ameritas Investment Partners, Inc. | 5,861 | $750.4K | 0.02% | −431−6.8% | Reduced |
| Johnson Investment Counsel Inc | 5,857 | $749.9K | 0.01% | −189−3.1% | Reduced |
| NorthRock Partners, LLC | 5,846 | $748.5K | 0.02% | +136+2.4% | Added |
| Proequities, Inc. | 5,835 | $747.1K | 0.04% | −83−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 5,778 | $739.8K | 0.01% | −15,425−72.7% | Reduced |
| APG Asset Management N.V. | 6,387 | $732.7K | 0.00% | −62,630−90.7% | Reduced |
| Assetmark, Inc | 5,703 | $730.2K | 0.00% | +3,533+162.8% | Added |
| Ballentine Partners, LLC | 5,595 | $716.3K | 0.01% | +116+2.1% | Added |
| Texas Yale Capital Corp. | 5,545 | $710.0K | 0.03% | +283+5.4% | Added |
| Buckingham Strategic Partners | 5,525 | $707.4K | 0.01% | +1,665+43.1% | Added |
| Sigma Planning Corp | 5,524 | $707.3K | 0.02% | +3,448+166.1% | Added |
| Edgestream Partners, L.P. | 5,500 | $704.2K | 0.03% | −655−10.6% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $703.7K | 0.31% | 00.0% | Unchanged |
| Huntington National Bank | 5,459 | $698.9K | 0.01% | −173−3.1% | Reduced |
| TownSquare Capital, LLC | 5,446 | $697.3K | 0.01% | +2,298+73.0% | Added |
| Sara-Bay Financial | 5,352 | $685.2K | 0.29% | −655−10.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,344 | $684.2K | 0.34% | −283−5.0% | Reduced |
| Jump Financial, LLC | 5,315 | $680.5K | 0.01% | −313−5.6% | Reduced |
| CenterBook Partners LP | 5,298 | $678.3K | 0.04% | +5,298 | New |
| Fifth Third Wealth Advisors LLC | 5,219 | $668.2K | 0.04% | +125+2.5% | Added |
| LRI Investments, LLC | 4,953 | $665.8K | 0.06% | 00.0% | Unchanged |
| LongView Wealth Management | 5,144 | $658.5K | 0.21% | −114−2.2% | Reduced |
| Ostrum Asset Management | 5,131 | $656.9K | 0.05% | +166+3.3% | Added |
| HF Advisory Group, LLC | 5,127 | $656.5K | 0.31% | −365−6.6% | Reduced |
| Marshall Financial Group LLC | 5,105 | $653.5K | 0.16% | +5,105 | New |
| Good Life Advisors, LLC | 5,104 | $653.4K | 0.04% | −91−1.8% | Reduced |
| Foundations Investment Advisors, LLC | 5,074 | $649.6K | 0.01% | +62+1.2% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $647.8K | 0.46% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,021 | $642.8K | 0.08% | −36−0.7% | Reduced |
| Atomi Financial Group, Inc. | 5,020 | $642.7K | 0.04% | +666+15.3% | Added |
| Drake & Associates, LLC | 4,971 | $636.4K | 0.21% | −262−5.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,966 | $635.8K | 0.01% | +200+4.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,953 | $634.1K | 0.17% | +75+1.5% | Added |
| Smartleaf Asset Management LLC | 4,946 | $629.1K | 0.08% | +1,369+38.3% | Added |
| Nations Financial Group Inc, | 4,909 | $628.6K | 0.05% | −90−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,850 | $620.9K | 0.01% | −550−10.2% | Reduced |
| Tower Bridge Advisors | 4,850 | $620.9K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,813 | $616.1K | 0.03% | +3,668+320.3% | Added |
| Investment Advisory Group, LLC | 4,804 | $615.1K | 0.21% | −42−0.9% | Reduced |
| Associated Banc-Corp | 4,714 | $603.5K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,706 | $602.6K | 0.03% | −47−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,683 | $599.5K | 0.01% | +56+1.2% | Added |
| Panoramic Investment Advisors, LLC | 4,652 | $595.6K | 0.41% | +4,652 | New |
| AlphaCore Capital LLC | 4,640 | $594.1K | 0.13% | +110+2.4% | Added |
| Capital Square, LLC | 4,636 | $593.5K | 0.36% | +4,636 | New |
| Ronald Blue Trust, Inc. | 5,688 | $593.0K | 0.01% | +3,672+182.1% | Added |
| Cypress Capital Group | 4,613 | $590.6K | 0.07% | −26−0.6% | Reduced |
| SpiderRock Advisors, LLC | 4,584 | $587.0K | 0.01% | +257+5.9% | Added |