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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 95 | $18.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 97 | $19.2K | 0.00% | −3−3.0% | Reduced |
| Kentucky Trust Co | 97 | $19.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $19.8K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 102 | $20.2K | 0.01% | +1+1.0% | Added |
| Wolff Wiese Magana LLC | 105 | $20.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $21.6K | 0.00% | +7+6.9% | Added |
| J.Safra Asset Management Corp | 110 | $21.7K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 111 | $21.9K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 111 | $21.9K | 0.01% | −1,660−93.7% | Reduced |
| Coston, McIsaac & Partners | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 115 | $22.7K | 0.01% | −903−88.7% | Reduced |
| SHP Wealth Management | 115 | $22.8K | 0.00% | +46+66.7% | Added |
| Joseph Group Capital Management | 116 | $22.9K | 0.01% | +25+27.5% | Added |
| Smithfield Trust Co | 121 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 119 | $23.5K | 0.01% | +27+29.3% | Added |
| Sfam, LLC | 125 | $24.7K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 125 | $24.7K | 0.00% | +60+92.3% | Added |
| Financial Network Wealth Advisors LLC | 127 | $25.1K | 0.03% | −15−10.6% | Reduced |
| S&T Bank | 130 | $25.7K | 0.01% | +112+622.2% | Added |
| Ogorek Anthony Joseph | 135 | $26.0K | 0.01% | +16+13.4% | Added |
| Sachetta, LLC | 133 | $26.3K | 0.01% | +30+29.1% | Added |
| New England Capital Financial Advisors LLC | 136 | $26.9K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 137 | $27.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 138 | $27.3K | 0.00% | +3+2.2% | Added |
| Sound Income Strategies, LLC | 137 | $27.3K | 0.00% | +76+124.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 139 | $27.5K | 0.02% | +25+21.9% | Added |
| High Note Wealth, LLC | 141 | $27.9K | 0.01% | +7+5.2% | Added |
| Hager Investment Management Services, LLC | 142 | $28.1K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 143 | $28.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 148 | $29.0K | 0.01% | +14+10.4% | Added |
| Burkett Financial Services, LLC | 147 | $29.1K | 0.01% | +1+0.7% | Added |
| Highline Wealth Partners LLC | 147 | $29.1K | 0.01% | −8−5.2% | Reduced |
| Solstein Capital, LLC | 148 | $29.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 148 | $29.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 150 | $29.7K | 0.02% | −31−17.1% | Reduced |
| Park Place Capital Corp | 152 | $30.1K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 155 | $30.6K | 0.19% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 161 | $31.8K | 0.00% | +55+51.9% | Added |
| NBT Bank N A | 162 | $32.1K | 0.00% | −76−31.9% | Reduced |
| Sittner & Nelson, LLC | 171 | $33.8K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 173 | $34.3K | 0.02% | +1+0.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 176 | $34.8K | 0.01% | −10−5.4% | Reduced |
| Marquette Asset Management, LLC | 176 | $34.8K | 0.01% | +23+15.0% | Added |
| Bank of New Hampshire | 182 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 182 | $36.0K | 0.01% | +40+28.2% | Added |
| McIlrath & Eck, LLC | 184 | $36.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 184 | $36.5K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 186 | $36.7K | 0.00% | +5+2.8% | Added |
| Albion Financial Group | 186 | $36.8K | 0.00% | +38+25.7% | Added |
| Broadwater Capital Management LLC | 200 | $37.1K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 189 | $37.4K | 0.02% | +156+472.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 182 | $37.8K | 0.00% | +182 | New |
| Roxbury Financial LLC | 196 | $38.7K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $39.5K | 0.02% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $39.5K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $39.5K | 0.00% | +32+19.0% | Added |
| JNBA Financial Advisors | 200 | $39.6K | 0.00% | −5−2.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 207 | $40.9K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 207 | $40.9K | 0.01% | +4+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 210 | $41.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 211 | $41.7K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 212 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $42.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 217 | $42.9K | 0.00% | +66+43.7% | Added |
| Gill Capital Partners, LLC | 220 | $43.5K | 0.01% | +220 | New |
| Financial Perspectives, Inc | 223 | $44.1K | 0.01% | −8−3.5% | Reduced |
| Truvestments Capital LLC | 226 | $44.6K | 0.01% | −24−9.6% | Reduced |
| Dunhill Financial, LLC | 230 | $45.6K | 0.01% | +7+3.1% | Added |
| Salem Investment Counselors Inc | 231 | $45.7K | 0.00% | +231 | New |
| Grove Bank & Trust | 240 | $47.5K | 0.01% | +25+11.6% | Added |
| Sunbelt Securities, Inc. | 244 | $48.3K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 248 | $49.0K | 0.01% | +248 | New |
| Kingdom Financial Group LLC. | 248 | $49.0K | 0.01% | +248 | New |
| Evolution Wealth Management Inc. | 254 | $50.2K | 0.04% | +254 | New |
| Kayne Anderson Rudnick Investment Management LLC | 255 | $50.5K | 0.00% | +193+311.3% | Added |
| Signature Equity Partners, LLC | 263 | $52.1K | 0.03% | +110+71.9% | Added |
| Southern Michigan Bank & Trust | 265 | $52.4K | 0.02% | +265 | New |
| Manitou Investment Management Ltd. | 270 | $53.4K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 270 | $53.4K | 0.02% | +270 | New |
| Entrust Financial LLC | 280 | $55.4K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 281 | $55.6K | 0.01% | +7+2.6% | Added |
| True Wealth Design, LLC | 291 | $57.5K | 0.02% | +28+10.6% | Added |
| Fortitude Family Office, LLC | 292 | $57.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $59.3K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 302 | $59.7K | 0.03% | −33−9.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 303 | $59.9K | 0.03% | +303 | New |
| Collier Financial | 304 | $60.0K | 0.05% | +2+0.7% | Added |
| Keating Financial Advisory Services, Inc. | 309 | $61.1K | 0.01% | +70+29.3% | Added |
| Brown, Lisle/Cummings, Inc. | 310 | $61.3K | 0.02% | +127+69.4% | Added |
| Asset Dedication, LLC | 310 | $61.3K | 0.00% | −95−23.5% | Reduced |
| JPL Wealth Management, LLC | 313 | $61.9K | 0.01% | +313 | New |
| West Financial Advisors, LLC | 320 | $63.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 330 | $65.2K | 0.00% | +272+469.0% | Added |
| RWM Asset Management, LLC | 335 | $66.2K | 0.01% | +335 | New |
| Piscataqua Savings Bank | 338 | $66.8K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 340 | $67.2K | 0.00% | +340 | New |