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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,583 | $586.7K | 0.01% | +76+1.7% | Added |
| Qtron Investments LLC | 4,543 | $581.6K | 0.08% | −3,556−43.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,543 | $581.6K | 0.04% | −393−8.0% | Reduced |
| Syon Capital LLC | 4,532 | $580.2K | 0.05% | +20+0.4% | Added |
| Gold Investment Management Ltd. | 4,537 | $577.4K | 0.24% | −94−2.0% | Reduced |
| Prudent Man Advisors, LLC | 4,503 | $576.5K | 0.19% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,491 | $574.9K | 0.02% | −3,254−42.0% | Reduced |
| Carmel Capital Partners, LLC | 4,480 | $573.6K | 0.22% | +118+2.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $570.6K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,445 | $569.1K | 0.03% | −937−17.4% | Reduced |
| Principal Securities, Inc. | 4,429 | $567.0K | 0.01% | +494+12.6% | Added |
| Dogwood Wealth Management LLC | 4,416 | $565.3K | 0.33% | +2,433+122.7% | Added |
| Commerzbank Aktiengesellschaft | 4,399 | $564.0K | 0.02% | +962+28.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,405 | $564.0K | 0.03% | +239+5.7% | Added |
| Sustainable Insight Capital Management, LLC | 4,400 | $563.3K | 0.26% | +4,400 | New |
| Joel Isaacson & Co., LLC | 4,397 | $562.9K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,386 | $561.7K | 0.01% | +800+22.3% | Added |
| Whittier Trust Co of Nevada Inc | 4,360 | $558.2K | 0.01% | +9+0.2% | Added |
| Whittier Trust Co | 4,331 | $554.5K | 0.01% | +625+16.9% | Added |
| Lake Street Advisors Group, LLC | 4,293 | $549.7K | 0.03% | +236+5.8% | Added |
| First American Trust, FSB | 4,293 | $549.6K | 0.05% | +44+1.0% | Added |
| Harbour Investments, Inc. | 4,215 | $539.6K | 0.02% | +156+3.8% | Added |
| Premier Path Wealth Partners, LLC | 4,211 | $539.1K | 0.08% | +60+1.4% | Added |
| Financial Counselors Inc | 4,168 | $533.6K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,123 | $527.8K | 0.01% | +11+0.3% | Added |
| Hendershot Investments Inc. | 4,116 | $527.0K | 0.07% | −1,026−20.0% | Reduced |
| Monument Capital Management | 4,045 | $517.9K | 0.14% | −366−8.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $507.3K | 0.19% | 00.0% | Unchanged |
| Glenview Trust Co | 3,953 | $506.1K | 0.01% | −138−3.4% | Reduced |
| Brighton Jones LLC | 3,906 | $500.1K | 0.02% | −4−0.1% | Reduced |
| Golden State Equity Partners | 3,884 | $497.3K | 0.08% | +1,103+39.7% | Added |
| Parallel Advisors, LLC | 3,861 | $494.4K | 0.01% | +841+27.8% | Added |
| Van Hulzen Asset Management, LLC | 3,844 | $492.0K | 0.04% | −96−2.4% | Reduced |
| Flputnam Investment Management Co | 3,831 | $490.5K | 0.01% | +26+0.7% | Added |
| Tectonic Advisors LLC | 3,813 | $488.2K | 0.03% | −23−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,800 | $486.5K | 0.07% | −26−0.7% | Reduced |
| Evanson Asset Management, LLC | 3,771 | $482.8K | 0.03% | +10+0.3% | Added |
| Sage Mountain Advisors LLC | 3,764 | $481.8K | 0.04% | −109−2.8% | Reduced |
| Baldwin Investment Management, LLC | 3,760 | $481.4K | 0.06% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,758 | $481.1K | 0.12% | +1,126+42.8% | Added |
| Pettyjohn, Wood & White, Inc | 3,749 | $480.0K | 0.09% | −60−1.6% | Reduced |
| Southland Equity Partners LLC | 3,676 | $470.7K | 0.11% | −46−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,668 | $469.6K | 0.01% | +94+2.6% | Added |
| Allworth Financial LP | 3,663 | $469.0K | 0.00% | +65+1.8% | Added |
| Moors & Cabot, Inc. | 3,617 | $463.1K | 0.02% | −100−2.7% | Reduced |
| Farther Finance Advisors, LLC | 3,610 | $462.1K | 0.02% | +1,261+53.7% | Added |
| LCNB Corp | 3,604 | $461.4K | 0.16% | −369−9.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $456.1K | 0.25% | −76−2.1% | Reduced |
| Trustmark National Bank Trust Department | 3,531 | $452.1K | 0.03% | +3,531 | New |
| Peak Planning Group, LLC | 3,528 | $451.6K | 0.20% | +9+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $450.9K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,496 | $447.6K | 0.00% | +68+2.0% | Added |
| Carmichael Hill & Associates, Inc. | 3,484 | $446.0K | 0.16% | −400−10.3% | Reduced |
| LifePlan Financial, LLC | 3,483 | $445.9K | 0.38% | −357−9.3% | Reduced |
| PDS Planning, Inc | 3,471 | $444.4K | 0.04% | +19+0.6% | Added |
| Summit Trail Advisors, LLC | 3,443 | $440.8K | 0.01% | +679+24.6% | Added |
| Lake Street Financial LLC | 3,418 | $437.6K | 0.07% | −147−4.1% | Reduced |
| GDS Wealth Management | 3,414 | $437.1K | 0.04% | +3,414 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,386 | $433.5K | 0.06% | −11−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,371 | $431.6K | 0.04% | +1,195+54.9% | Added |
| Wealthspire Advisors, LLC | 3,368 | $431.2K | 0.00% | +1,182+54.1% | Added |
| Cambria Investment Management, L.P. | 3,366 | $430.9K | 0.03% | −227−6.3% | Reduced |
| Graypoint LLC | 3,343 | $428.0K | 0.03% | +336+11.2% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $426.6K | 0.24% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,326 | $425.7K | 0.00% | +1,128+51.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $424.8K | 0.27% | 00.0% | Unchanged |
| SFMG, LLC | 3,301 | $422.6K | 0.03% | −53−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,296 | $422.0K | 0.01% | +109+3.4% | Added |
| Optiver Holding B.V. | 3,293 | $421.6K | 0.01% | +3,293 | New |
| Cary Street Partner Investment Advisory LLC | 3,275 | $419.3K | 0.02% | +174+5.6% | Added |
| Evergreen Capital Management LLC | 3,256 | $416.9K | 0.01% | +18+0.6% | Added |
| Emergent Wealth Advisors, LLC | 3,251 | $416.2K | 0.31% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,251 | $416.2K | 0.02% | −41−1.2% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $416.1K | 0.16% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,226 | $413.0K | 0.02% | −174−5.1% | Reduced |
| Howard Capital Management Inc. | 3,197 | $409.3K | 0.01% | +3,197 | New |
| Magnetar Financial LLC | 3,191 | $408.5K | 0.01% | +3,191 | New |
| M&G Plc | 3,181 | $407.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,138 | $401.8K | 0.01% | +56+1.8% | Added |
| Conning Inc. | 3,118 | $399.2K | 0.01% | −2−0.1% | Reduced |
| Plato Investment Management Ltd | 3,075 | $393.3K | 0.03% | +3,075 | New |
| Equitable Holdings, Inc. | 3,031 | $388.1K | 0.00% | +208+7.4% | Added |
| Cetera Trust Company, N.A | 3,025 | $387.3K | 0.24% | −200−6.2% | Reduced |
| River Street Advisors LLC | 3,021 | $386.8K | 0.21% | −23−0.8% | Reduced |
| Lynx Capital Group Ltd | 3,001 | $384.2K | 0.25% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $384.1K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,993 | $383.2K | 0.02% | −15−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 2,975 | $380.9K | 0.01% | −333−10.1% | Reduced |
| HBK Sorce Advisory LLC | 2,953 | $378.1K | 0.01% | +44+1.5% | Added |
| Corton Capital Inc. | 2,912 | $372.8K | 0.18% | −383−11.6% | Reduced |
| Keystone Financial Group | 2,910 | $372.6K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,902 | $371.5K | 0.05% | +139+5.0% | Added |
| CX Institutional | 2,883 | $369.2K | 0.02% | +44+1.5% | Added |
| Diametric Capital, LP | 2,862 | $366.4K | 0.18% | +2,862 | New |
| Visionary Wealth Advisors | 2,860 | $366.2K | 0.02% | −85−2.9% | Reduced |
| Investment Advisory Services Inc | 2,855 | $365.5K | 0.13% | −900−24.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,827 | $361.9K | 0.01% | +2,827 | New |
| HBK Investments L P | 2,824 | $361.6K | 0.01% | −223,347−98.8% | Reduced |
| 44 Wealth Management LLC | 2,737 | $360.7K | 0.13% | +2,737 | New |
| Net Worth Advisory Group | 2,809 | $359.6K | 0.11% | +2,809 | New |