Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 1,064 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ3 2024: $76.9B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2024.

Institutions holding WELL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Shelton Capital Management2,792$357.5K0.01%00.0%Unchanged
MBB Public Markets I LLC2,790$357.2K0.03%−37,485−93.1%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,774$355.2K0.01%+258+10.3%Added
Ashton Thomas Private Wealth, LLC2,769$354.5K0.02%−5−0.2%Reduced
Legacy Financial Advisors, Inc.2,769$354.5K0.06%+184+7.1%Added
Vise Technologies, Inc.2,766$354.1K0.05%+2,766New
180 Wealth Advisors, LLC2,761$353.5K0.06%+29+1.1%Added
Financial Advocates Investment Management2,756$352.9K0.02%−132−4.6%Reduced
Dark Forest Capital Management LP2,754$352.6K0.05%+2,754New
Capital Analysts, LLC2,729$349.0K0.01%+1,540+129.5%Added
Covenant Asset Management, LLC2,713$347.3K0.08%+250+10.2%Added
Clarius Group, LLC2,718$346.6K0.02%−98−3.5%Reduced
Bowman & Co S.C.2,665$341.2K0.18%00.0%Unchanged
Strategic Wealth Partners, Ltd.2,662$340.8K0.03%−56−2.1%Reduced
Atom Investors LP2,654$339.8K0.04%+160+6.4%Added
Hartline Investment Corp2,652$339.5K0.04%00.0%Unchanged
Essex Financial Services, Inc.2,603$338.6K0.02%+26+1.0%Added
Fortitude Advisory Group L.L.C.2,632$337.0K0.21%−110−4.0%Reduced
Bryn Mawr Trust Co2,631$336.8K0.01%+2,631New
Koshinski Asset Management, Inc.2,611$334.3K0.03%−50−1.9%Reduced
Register Financial Advisors LLC2,600$332.9K0.17%00.0%Unchanged
Safeguard Investment Advisory Group, LLC2,588$331.3K0.09%+15+0.6%Added
Bokf, NA2,611$330.2K0.01%+10.0%Added
Wharton Business Group, LLC2,555$327.0K0.01%00.0%Unchanged
Painted Porch Advisors LLC2,545$325.8K0.16%00.0%Unchanged
Avestar Capital, LLC2,536$324.7K0.04%+232+10.1%Added
Marcum Wealth, LLC2,530$323.9K0.03%+75+3.1%Added
Lindbrook Capital, LLC2,527$323.5K0.03%+8+0.3%Added
Caldwell Sutter Capital, Inc.2,525$323.3K0.15%−10−0.4%Reduced
Barnes Pettey Financial Advisors, LLC2,502$320.3K0.26%00.0%Unchanged
Mosaic Family Wealth Partners, LLC2,500$320.1K0.05%−30−1.2%Reduced
Summit Financial, LLC2,476$317.0K0.01%+2,476New
Hudock, Inc.2,474$316.8K0.05%−45−1.8%Reduced
Avidian Wealth Solutions, LLC2,474$316.8K0.01%+2,474New
First National Bank of Mount Dora, Trust Investment Services2,455$314.3K0.07%00.0%Unchanged
Jacobi Capital Management LLC2,444$312.9K0.02%+81+3.4%Added
Cambiar Investors LLC2,438$312.1K0.01%00.0%Unchanged
BSW Wealth Partners2,433$311.5K0.05%+426+21.2%Added
Fiduciary Trust Co2,432$311.4K0.00%−66−2.6%Reduced
AA Financial Advisors, LLC2,418$309.6K0.09%+48+2.0%Added
Rehmann Capital Advisory Group2,416$309.4K0.02%+131+5.7%Added
Keel Point, LLC2,414$309.1K0.03%−88−3.5%Reduced
Clifford Swan Investment Counsel LLC2,406$308.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,402$307.5K0.00%+202+9.2%Added
Whalerock Point Partners, LLC2,389$305.9K0.07%00.0%Unchanged
Perigon Wealth Management, LLC2,389$305.8K0.01%+2,389New
True North Advisors, LLC2,371$303.6K0.08%00.0%Unchanged
Tuttle Tactical Management2,369$303.3K1.65%+309+15.0%Added
Advisory Services Network, LLC2,909$303.2K0.01%00.0%Unchanged
Summit Global Investments2,359$302.0K0.02%−465−16.5%Reduced
Schneider Downs Wealth Management Advisors, LP2,310$295.7K0.06%00.0%Unchanged
Great Lakes Advisors, LLC2,310$295.7K0.00%+2,310New
Planned Solutions, Inc.2,307$295.4K0.12%00.0%Unchanged
Titleist Asset Management, LLC2,307$295.3K0.04%00.0%Unchanged
Mystic Asset Management, Inc.2,265$290.0K0.11%00.0%Unchanged
Carr Financial Group Corp2,262$289.5K0.09%+11+0.5%Added
L2 Asset Management, LLC2,258$289.1K0.08%+76+3.5%Added
MTM Investment Management, LLC2,300$288.8K0.11%00.0%Unchanged
AlphaMark Advisors, LLC2,250$288.0K0.10%+2,250New
Western Wealth Management, LLC2,242$287.1K0.02%+216+10.7%Added
Orion Capital Management LLC2,220$284.2K0.14%00.0%Unchanged
Pflug Koory, LLC2,215$283.6K0.14%+2,215New
LaSalle St. Investment Advisors, LLC2,217$283.0K0.11%−19−0.8%Reduced
Blue Fin Capital, Inc.2,210$282.9K0.05%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.2,177$278.7K0.08%+72+3.4%Added
EverSource Wealth Advisors, LLC2,170$277.9K0.02%+347+19.0%Added
Warwick Investment Management, Inc.2,156$276.0K0.07%+19+0.9%Added
Shelton Wealth Management, LLC2,153$275.7K0.16%+12+0.6%Added
Bank Julius Baer & Co. Ltd, Zurich2,033$275.3K0.00%−767−27.4%Reduced
Contravisory Investment Management, Inc.2,140$274.0K0.06%−3−0.1%Reduced
Baltimore-Washington Financial Advisors, Inc.2,137$273.6K0.01%−20−0.9%Reduced
Woodmont Investment Counsel LLC2,132$273.0K0.02%+2,132New
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,130$272.7K0.10%+430+25.3%Added
Verdence Capital Advisors LLC2,125$272.1K0.02%+5+0.2%Added
Alera Investment Advisors, LLC2,121$271.6K0.03%+2,121New
SNS Financial Group, LLC2,107$269.8K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$269.8K0.25%00.0%Unchanged
Mutual Advisors, LLC2,030$268.0K0.01%−115−5.4%Reduced
Northcape Wealth Management, LLC2,092$267.8K0.09%00.0%Unchanged
Regions Financial Corp2,087$267.2K0.00%+125+6.4%Added
Childress Capital Advisors, LLC2,076$265.8K0.07%+9+0.4%Added
Morningstar Investment Services LLC2,076$264.0K0.00%+2,076New
Wedbush Securities Inc2,040$261.0K0.01%−2,229−52.2%Reduced
Moloney Securities Asset Management, LLC2,038$260.9K0.03%−303−12.9%Reduced
Evoke Wealth, LLC2,035$260.6K0.01%+2,035New
Commons Capital, LLC2,004$256.6K0.28%+5+0.3%Added
GM Advisory Group, Inc.2,000$256.1K0.02%00.0%Unchanged
Sherbrooke Park Advisers LLC1,990$254.8K0.06%−5,135−72.1%Reduced
Massmutual Trust Co FSB1,986$254.3K0.01%+45+2.3%Added
Wealth Alliance1,985$254.1K0.03%−95−4.6%Reduced
Mather Group, LLC.1,978$253.3K0.00%+41+2.1%Added
Simon Quick Advisors, LLC1,970$252.3K0.02%+1,970New
Motco1,961$251.1K0.03%−272−12.2%Reduced
Quotient Wealth Partners, LLC1,959$250.8K0.01%+1,959New
Bridge Creek Capital Management LLC1,953$250.1K0.08%00.0%Unchanged
Echo Wealth Management, LLC2,000$248.7K0.17%00.0%Unchanged
Prosperity Financial Group, Inc.1,917$245.4K0.14%+1,917New
Capital Advisors Wealth Management, LLC1,909$244.4K0.05%+1,909New
Bullock Wealth Management Group1,909$243.6K0.15%+97+5.4%Added
One Degree Advisors Inc1,915$243.0K0.10%+1,915New