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, Q1 2026
Institutional positions in Welltower Inc. as of Mar 31, 2026. 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
- 1,498
- +77 vs. Q4 2025
- Shares held
- 674.7M
- +120.6M (+21.8%) vs. Q4 2025
- Total value
- $133.3B
- +$30.5B (+29.7%) vs. Q4 2025
- New holders
- 178
- 670 more added
- Sold out
- 101
- 444 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banco BTG Pactual S.A. | 9,166 | $1.81M | 0.35% | +9,166 | New |
| Brown Brothers Harriman & Co | 9,236 | $1.83M | 0.01% | +5,239+131.1% | Added |
| Mutual Advisors, LLC | 9,279 | $1.83M | 0.04% | +6,477+231.2% | Added |
| Jump Financial, LLC | 9,282 | $1.84M | 0.03% | +9,282 | New |
| D.A. Davidson & Co. | 9,310 | $1.84M | 0.01% | −6,752−42.0% | Reduced |
| Denali Advisors LLC | 9,335 | $1.85M | 0.21% | −31−0.3% | Reduced |
| Equitable Holdings, Inc. | 9,804 | $1.85M | 0.01% | +2,924+42.5% | Added |
| J. Safra Sarasin Holding AG | 9,419 | $1.86M | 0.03% | −6,414−40.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9,413 | $1.86M | 0.23% | +560+6.3% | Added |
| Ossiam | 9,478 | $1.87M | 0.03% | −89,138−90.4% | Reduced |
| Ieq Capital, LLC | 9,523 | $1.88M | 0.01% | +8,435+775.3% | Added |
| Waterloo Capital, L.P. | 9,540 | $1.89M | 0.13% | −963−9.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,748 | $1.93M | 0.02% | +9,748 | New |
| Baird Financial Group, Inc. | 9,764 | $1.93M | 0.00% | −47−0.5% | Reduced |
| Bailard, Inc. | 9,802 | $1.94M | 0.04% | −97−1.0% | Reduced |
| American Financial Advisors, LLC | 9,851 | $1.95M | 0.26% | −598−5.7% | Reduced |
| Wedmont Private Capital | 9,524 | $1.95M | 0.06% | +245+2.6% | Added |
| Huntington National Bank | 9,897 | $1.96M | 0.01% | +48+0.5% | Added |
| Paradigm Asset Management Co LLC | 9,938 | $1.96M | 0.46% | 00.0% | Unchanged |
| Western Financial Corp | 9,953 | $1.97M | 0.77% | −743−6.9% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.98M | 0.13% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 10,009 | $1.98M | 0.12% | −118−1.2% | Reduced |
| Atomi Financial Group, Inc. | 10,029 | $1.98M | 0.06% | +897+9.8% | Added |
| Parallax Volatility Advisers, L.P. | 9,625 | $1.99M | 0.09% | +3,378+54.1% | Added |
| James Investment Research Inc | 10,096 | $2.00M | 0.22% | −236−2.3% | Reduced |
| GF Fund Management Co. Ltd. | 10,108 | $2.00M | 0.03% | −974−8.8% | Reduced |
| Walleye Trading LLC | 10,161 | $2.01M | 0.04% | +10,161 | New |
| Frank, Rimerman Advisors LLC | 10,196 | $2.02M | 0.13% | +323+3.3% | Added |
| Tema ETFs LLC | 10,235 | $2.02M | 0.14% | +49+0.5% | Added |
| Phoenix Holdings Ltd. | 10,340 | $2.04M | 0.02% | +3,219+45.2% | Added |
| Virtus Investment Advisers, Inc. | 10,342 | $2.04M | 0.56% | −272−2.6% | Reduced |
| Everhart Financial Group, Inc. | 10,396 | $2.06M | 0.18% | +1,458+16.3% | Added |
| Gerald Baker Financial Group LLC | 10,466 | $2.07M | 0.66% | +10,466 | New |
| Greenleaf Trust | 10,497 | $2.08M | 0.02% | +692+7.1% | Added |
| Integrated Wealth Concepts LLC | 10,584 | $2.09M | 0.02% | +5,209+96.9% | Added |
| Ballentine Partners, LLC | 10,605 | $2.10M | 0.03% | −208−1.9% | Reduced |
| Ritholtz Wealth Management | 10,656 | $2.11M | 0.04% | +1,459+15.9% | Added |
| Hartford Funds Management Co LLC | 10,660 | $2.11M | 0.18% | −2,455−18.7% | Reduced |
| Banque Pictet & Cie SA | 10,671 | $2.11M | 0.02% | +10,671 | New |
| Welch Group, LLC | 10,731 | $2.12M | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,878 | $2.15M | 0.01% | +3,602+49.5% | Added |
| RDA Financial Network | 10,928 | $2.16M | 0.54% | +258+2.4% | Added |
| Contravisory Investment Management, Inc. | 11,017 | $2.18M | 0.45% | +5,630+104.5% | Added |
| Resources Investment Advisors, LLC. | 11,058 | $2.19M | 0.02% | +109+1.0% | Added |
| GTS Securities LLC | 11,108 | $2.20M | 0.08% | +4,940+80.1% | Added |
| High Point Wealth Management, LLC | 11,112 | $2.20M | 2.12% | +1,722+18.3% | Added |
| Stevens Capital Management LP | 11,119 | $2.20M | 0.34% | −21,627−66.0% | Reduced |
| Snowden Capital Advisors LLC | 11,137 | $2.20M | 0.06% | +1,067+10.6% | Added |
| CAPROCK Group, Inc. | 11,160 | $2.21M | 0.05% | −3,985−26.3% | Reduced |
| Farther Finance Advisors, LLC | 11,284 | $2.24M | 0.02% | +1,141+11.2% | Added |
| AustralianSuper Pty Ltd | 11,417 | $2.26M | 0.01% | +11,417 | New |
| Savvy Advisors, Inc. | 11,619 | $2.30M | 0.06% | +2,942+33.9% | Added |
| Twin Capital Management Inc | 11,749 | $2.32M | 0.30% | −1,181−9.1% | Reduced |
| Prospera Financial Services Inc | 11,929 | $2.36M | 0.04% | −487−3.9% | Reduced |
| Wesbanco Bank Inc | 12,099 | $2.39M | 0.07% | −111−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,134 | $2.40M | 0.14% | +8,573+240.7% | Added |
| iA Global Asset Management Inc. | 12,143 | $2.40M | 0.03% | +12,143 | New |
| J.W. Cole Advisors, Inc. | 12,178 | $2.41M | 0.08% | +394+3.3% | Added |
| LDR Capital Management LLC | 12,401 | $2.45M | 3.30% | +1,571+14.5% | Added |
| Patton Fund Management, Inc. | 12,428 | $2.46M | 0.42% | −20,994−62.8% | Reduced |
| NTV Asset Management LLC | 12,592 | $2.49M | 0.27% | −230−1.8% | Reduced |
| Grimes & Company, Inc. | 12,678 | $2.51M | 0.07% | +1,020+8.7% | Added |
| Independent Financial Group, LLC | 12,743 | $2.52M | 0.06% | +1,210+10.5% | Added |
| RSM US Wealth Management LLC | 12,791 | $2.53M | 0.03% | −601−4.5% | Reduced |
| GLOBALT Investments LLC | 13,126 | $2.60M | 0.09% | +13,126 | New |
| Garrison Bradford & Associates Inc | 13,276 | $2.62M | 2.97% | +100+0.8% | Added |
| Glenmede Trust Co NA | 13,403 | $2.65M | 0.01% | +1,364+11.3% | Added |
| Old Second National Bank of Aurora | 13,735 | $2.72M | 0.56% | −293−2.1% | Reduced |
| Advance Capital Management, Inc. | 13,755 | $2.72M | 0.10% | +32+0.2% | Added |
| Signaturefd, LLC | 13,774 | $2.72M | 0.04% | +718+5.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,811 | $2.73M | 0.08% | +535+4.0% | Added |
| Los Angeles Capital Management LLC | 13,823 | $2.73M | 0.01% | −629,751−97.9% | Reduced |
| Change Path, LLC | 13,841 | $2.74M | 0.06% | −481−3.4% | Reduced |
| Simon Quick Advisors, LLC | 13,841 | $2.74M | 0.13% | −1,515−9.9% | Reduced |
| O'Rourke & Company, Inc | 13,924 | $2.75M | 1.09% | −634−4.4% | Reduced |
| Verde Capital Management | 14,036 | $2.78M | 0.59% | −1,712−10.9% | Reduced |
| BDF-Gestion | 14,077 | $2.78M | 0.37% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,124 | $2.79M | 0.14% | +578+4.3% | Added |
| Edgemoor Investment Advisors, Inc. | 14,385 | $2.84M | 0.22% | −15−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,450 | $2.86M | 0.10% | −660−4.4% | Reduced |
| Nearwater Capital Markets, Ltd | 14,600 | $2.89M | 0.07% | +14,600 | New |
| Triglav Skladi, D.O.O. | 14,866 | $2.94M | 0.21% | −32,300−68.5% | Reduced |
| Sumitomo Life Insurance Co | 15,173 | $3.00M | 0.07% | +382+2.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 15,295 | $3.02M | 0.31% | −1,999−11.6% | Reduced |
| Centaurus Financial, Inc. | 15,724 | $3.11M | 0.15% | +778+5.2% | Added |
| Coldstream Capital Management Inc | 15,904 | $3.14M | 0.04% | +1,794+12.7% | Added |
| Sound View Wealth Advisors Group, LLC | 15,966 | $3.16M | 0.21% | −224−1.4% | Reduced |
| Skopos Labs, Inc. | 16,015 | $3.17M | 0.10% | +4,370+37.5% | Added |
| Beacon Pointe Advisors, LLC | 16,405 | $3.24M | 0.02% | +5,876+55.8% | Added |
| Principal Securities, Inc. | 16,506 | $3.26M | 0.05% | +1,865+12.7% | Added |
| GAMMA Investing LLC | 16,528 | $3.27M | 0.15% | +1,262+8.3% | Added |
| Summit Trail Advisors, LLC | 16,574 | $3.28M | 0.05% | +4,491+37.2% | Added |
| Bessemer Group Inc | 16,738 | $3.31M | 0.01% | +2,829+20.3% | Added |
| Capital Investment Advisors, LLC | 16,953 | $3.35M | 0.05% | +175+1.0% | Added |
| Raiffeisen Bank International AG | 17,303 | $3.38M | 0.05% | −3,415−16.5% | Reduced |
| Morangie Management LLC | 17,151 | $3.39M | 3.12% | +6,655+63.4% | Added |
| Everence Capital Management Inc | 17,153 | $3.39M | 0.21% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 17,189 | $3.40M | 0.02% | +641+3.9% | Added |
| Arkadios Wealth Advisors | 17,235 | $3.41M | 0.06% | −8,183−32.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,339 | $3.43M | 0.14% | −2,560−12.9% | Reduced |