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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −262,930−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −180,643−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −173,063−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −86,147−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −65,720−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −54,824−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −50,354−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,300−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −47,374−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −40,704−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −29,950−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −25,486−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −25,195−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −21,472−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −13,781−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −13,226−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,192−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −11,396−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,326−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,067−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,864−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Parsonex Advisory Services, Inc. | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Expressive Wealth LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| TABR Capital Management, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |