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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
Strategic Blueprint, LLC1,888$241.7K0.02%−97−4.9%Reduced
9258 Wealth Management, LLC1,876$240.2K0.04%+1,876New
Apella Capital, LLC1,883$239.2K0.01%+1,883New
Probity Advisors, Inc.1,858$237.9K0.05%+1,858New
Continuum Advisory, LLC1,757$236.1K0.03%+285+19.4%Added
Geller Advisors LLC1,842$235.8K0.02%+1,842New
First Affirmative Financial Network1,838$235.3K0.13%+1,838New
Cahill Financial Advisors Inc1,822$233.2K0.03%+1,822New
Rothschild Capital Partners, LLC1,814$232.2K0.06%+1,814New
Angeles Investment Advisors, LLC1,798$230.2K0.01%+1,798New
Valued Retirements, Inc.1,790$229.2K0.32%+1,790New
XML Financial, LLC1,789$229.1K0.02%+1,789New
Cromwell Holdings LLC1,781$228.0K0.15%00.0%Unchanged
Holderness Investments Co1,777$227.5K0.05%+1,777New
Moneta Group Investment Advisors LLC1,776$227.4K0.00%+1,776New
Catalina Capital Group, LLC1,774$227.1K0.08%+1,774New
Daymark Wealth Partners, LLC1,757$225.0K0.01%+1,757New
Gateway Investment Advisers LLC1,754$224.6K0.00%+1,754New
Cidel Asset Management Inc1,751$224.2K0.02%+1,751New
CIBC Private Wealth Group, LLC1,746$223.5K0.00%−279−13.8%Reduced
Modera Wealth Management, LLC1,745$223.4K0.00%+1,745New
Fidelis Capital Partners, LLC1,681$221.5K0.03%+1,681New
World Equity Group, Inc.1,729$221.4K0.08%+1,729New
Signature Estate & Investment Advisors LLC1,722$220.5K0.01%+1,722New
ICONIQ Capital, LLC1,719$220.1K0.00%+1,719New
Advisors Capital Management, LLC1,714$220.0K0.00%+1,714New
Colonial Trust Advisors1,717$219.8K0.02%00.0%Unchanged
Skopos Labs, Inc.1,712$219.2K0.07%+1,712New
Sivia Capital Partners, LLC1,710$218.9K0.13%+1,710New
Leavell Investment Management, Inc.1,700$217.7K0.01%+1,700New
Middleton & Co Inc1,700$217.7K0.02%+1,700New
Lafayette Investments, Inc.1,699$217.5K0.05%+1,699New
Capital Investment Advisory Services, LLC1,690$216.4K0.02%+1,690New
West Michigan Advisors, LLC1,690$216.4K0.07%+1,690New
Catalyst Financial Partners LLC1,690$216.4K0.04%+1,690New
West Family Investments, Inc.1,679$215.0K0.07%+1,679New
Intrua Financial, LLC1,678$214.9K0.03%−3,474−67.4%Reduced
FineMark National Bank & Trust1,658$212.3K0.01%−1,359−45.0%Reduced
Focus Financial Network, Inc.1,657$212.1K0.01%+1,657New
Hunter Associates Investment Management LLC1,650$212.0K0.03%+1,650New
Lokken Investment Group LLC1,654$211.8K0.09%+1,654New
Aberdeen Wealth Management LLC1,650$211.3K0.14%+1,650New
Mechanics Bank Trust Department1,649$211.1K0.03%+1,649New
Accurate Wealth Management, LLC1,630$210.7K0.04%+1,630New
Proficio Capital Partners LLC1,630$208.7K0.02%−2,113−56.5%Reduced
AE Wealth Management LLC1,617$207.0K0.00%−1,211−42.8%Reduced
Walter & Keenan Financial Consulting Co1,613$206.5K0.06%+1,613New
Stonebridge Capital Advisors LLC1,608$205.9K0.02%+1,608New
Harbor Investment Advisory, LLC1,596$204.3K0.02%−3−0.2%Reduced
Beacon Capital Management, LLC1,592$203.8K0.03%+212+15.4%Added
Regent Peak Wealth Advisors LLC1,590$203.6K0.05%+1,590New
TD Private Client Wealth LLC1,587$203.2K0.01%+37+2.4%Added
Liberty Wealth Management LLC1,587$203.0K0.03%+1,587New
Bogart Wealth, LLC1,519$194.5K0.01%00.0%Unchanged
Riverview Trust Co1,504$192.6K0.17%−78−4.9%Reduced
Fairscale Capital, LLC1,503$192.4K0.17%00.0%Unchanged
Hanson & Doremus Investment Management1,500$192.0K0.03%00.0%Unchanged
Alta Advisers Ltd1,400$179.2K0.08%+100+7.7%Added
Parkside Financial Bank & Trust1,391$178.1K0.02%+20+1.5%Added
MV Capital Management, Inc.1,385$177.3K0.02%+6+0.4%Added
Aspire Private Capital, LLC1,379$176.5K0.04%+3+0.2%Added
Rothschild Investment LLC1,342$171.8K0.01%+25+1.9%Added
Key Financial Inc1,231$157.6K0.03%+5+0.4%Added
Sit Investment Associates Inc1,200$154.0K0.00%−845−41.3%Reduced
Washington Trust Co1,200$153.6K0.01%+350+41.2%Added
Trust Co of Vermont1,188$152.1K0.01%+1,088+1,088.0%Added
Colonial Trust Co1,184$151.6K0.02%+416+54.2%Added
TD Waterhouse Canada Inc.1,183$151.3K0.00%−115−8.9%Reduced
Global X Japan Co., Ltd.1,111$142.2K0.02%−311−21.9%Reduced
Arcadia Investment Management Corp1,101$141.0K0.02%00.0%Unchanged
Westside Investment Management, Inc.1,200$138.0K0.03%00.0%Unchanged
AdvisorNet Financial, Inc1,066$136.5K0.01%+4+0.4%Added
City State Bank1,058$135.5K0.05%00.0%Unchanged
SJS Investment Consulting Inc.1,046$133.9K0.02%−253−19.5%Reduced
Reuter James Wealth Management, LLC1,036$132.7K0.02%+1,036New
Zions Bancorporation, N.A.1,033$132.3K0.01%−43−4.0%Reduced
Tobam1,025$131.0K0.02%00.0%Unchanged
Baldwin Brothers Inc1,000$128.0K0.01%00.0%Unchanged
Bollard Group LLC929$119.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton883$113.0K0.03%+75+9.3%Added
IFP Advisors, Inc881$112.8K0.00%−67−7.1%Reduced
NBC Securities, Inc.869$111.0K0.01%−93−9.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC851$109.0K0.03%+102+13.6%Added
Princeton Global Asset Management LLC829$106.1K0.02%+479+136.9%Added
Pathway Financial Advisers, LLC823$105.3K0.05%+1+0.1%Added
First United Bank Trust800$102.4K0.04%00.0%Unchanged
Centaurus Financial, Inc.788$101.0K0.01%+788New
GHP Investment Advisors, Inc.775$99.2K0.00%+96+14.1%Added
Quent Capital, LLC759$97.2K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC745$95.4K0.07%−20−2.6%Reduced
Webster Bank, N. A.700$89.6K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC700$89.6K0.01%00.0%Unchanged
Atlantic Trust, LLC695$89.0K0.02%−20−2.8%Reduced
Grove Bank & Trust689$88.2K0.01%+29+4.4%Added
Wiser Advisor Group LLC644$82.4K0.12%+3+0.5%Added
Larson Financial Group LLC636$81.4K0.00%+636New
Glen Eagle Advisors, LLC626$80.2K0.01%00.0%Unchanged
First Horizon Advisors, Inc.616$78.9K0.00%−335−35.2%Reduced
Caldwell Trust Co610$78.1K0.01%00.0%Unchanged
Covestor Ltd602$77.0K0.05%+336+126.3%Added