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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 317 | $67.7K | 0.01% | +74+30.5% | Added |
| Prosperity Bancshares Inc | 343 | $67.8K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $68.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 351 | $69.3K | 0.01% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 357 | $71.0K | 0.01% | +29+8.8% | Added |
| Caldwell Trust Co | 361 | $71.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 366 | $72.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 369 | $73.0K | 0.05% | +36+10.8% | Added |
| Phillip James Consulting Co. | 374 | $73.0K | 0.06% | +374 | New |
| Bruce G. Allen Investments, LLC | 371 | $73.3K | 0.05% | −90−19.5% | Reduced |
| First Command Advisory Services, Inc. | 371 | $73.3K | 0.00% | +148+66.4% | Added |
| Covestor Ltd | 372 | $74.0K | 0.05% | −339−47.7% | Reduced |
| Bell Investment Advisors, Inc | 383 | $75.7K | 0.01% | −3−0.8% | Reduced |
| Private Wealth Asset Management, LLC | 392 | $77.5K | 0.01% | −3−0.8% | Reduced |
| Intentional Wealth Strategies, LLC | 395 | $78.1K | 0.07% | +395 | New |
| Riverview Trust Co | 400 | $79.1K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $79.1K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 401 | $79.3K | 0.05% | +144+56.0% | Added |
| Avalon Trust Co | 412 | $81.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 415 | $82.5K | 0.02% | +303+270.5% | Added |
| Salomon & Ludwin, LLC | 419 | $84.8K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 439 | $86.8K | 0.04% | +439 | New |
| Tiaa Trust, National Association | 443 | $87.6K | 0.01% | −55,026−99.2% | Reduced |
| GW&K Investment Management, LLC | 445 | $88.0K | 0.00% | +53+13.5% | Added |
| Franchise GP Ltd | 449 | $88.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 450 | $89.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 450 | $89.0K | 0.03% | +450 | New |
| Independence Bank of Kentucky | 471 | $93.1K | 0.01% | −25−5.0% | Reduced |
| Catalyst Capital Advisors LLC | 475 | $93.9K | 0.00% | −30−5.9% | Reduced |
| Stelac Advisory Services LLC | 517 | $102.2K | 0.02% | +517 | New |
| Valley National Advisers Inc | 528 | $104.0K | 0.01% | +16+3.1% | Added |
| Wellington-Altus USA Inc. | 465 | $105.5K | 0.06% | +373+405.4% | Added |
| Ares Financial Consulting, LLC | 545 | $108.4K | 0.09% | +421+339.5% | Added |
| Capula Management Ltd | 549 | $108.5K | 0.00% | +549 | New |
| Bank & Trust Co | 550 | $108.7K | 0.07% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 715 | $109.9K | 0.05% | +15+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 556 | $110.0K | 0.00% | −36−6.1% | Reduced |
| Wall Street Financial Group, Inc. | 564 | $111.5K | 0.07% | +564 | New |
| MeadowBrook Investment Advisors LLC | 574 | $113.5K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 581 | $114.9K | 0.01% | +19+3.4% | Added |
| Creative Financial Designs Inc | 589 | $116.4K | 0.01% | +6+1.0% | Added |
| Orion Capital Management LLC | 606 | $119.8K | 0.04% | +18+3.1% | Added |
| Camden Capital, LLC | 606 | $119.8K | 0.01% | −900−59.8% | Reduced |
| Eastern Bank | 630 | $124.6K | 0.00% | −1−0.2% | Reduced |
| Colonial Trust Co | 639 | $126.3K | 0.02% | −299−31.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 650 | $129.0K | 0.00% | −150−18.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 658 | $130.1K | 0.03% | +658 | New |
| Wiser Advisor Group LLC | 659 | $130.3K | 0.16% | +2+0.3% | Added |
| Golden State Wealth Management, LLC | 664 | $131.3K | 0.01% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 698 | $138.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $138.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 702 | $138.8K | 0.01% | +216+44.4% | Added |
| Opal Wealth Advisors, LLC | 704 | $139.2K | 0.03% | +704 | New |
| Deseret Mutual Benefit Administrators | 704 | $139.2K | 0.05% | +310+78.7% | Added |
| Essential Partners LLC | 707 | $139.8K | 0.05% | +26+3.8% | Added |
| CDKV Holdings LLC | 708 | $140.1K | 0.12% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 722 | $142.7K | 0.02% | +22+3.1% | Added |
| Centennial Bank | 740 | $146.3K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 741 | $146.5K | 0.01% | +741 | New |
| WestEnd Advisors, LLC | 767 | $151.6K | 0.00% | −129,864−99.4% | Reduced |
| GHP Investment Advisors, Inc. | 776 | $153.4K | 0.01% | +1+0.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 791 | $156.4K | 0.15% | +2+0.3% | Added |
| CVA Family Office, LLC | 795 | $157.2K | 0.02% | +2+0.3% | Added |
| First United Bank Trust | 800 | $158.2K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 811 | $160.3K | 0.00% | −19−2.3% | Reduced |
| Vanguard National Trust Co | 828 | $163.7K | 0.01% | +828 | New |
| Oslo Pensjonsforsikring AS | 833 | $164.7K | 0.03% | +833 | New |
| WPG Advisers, LLC | 834 | $164.9K | 0.12% | +191+29.7% | Added |
| UMA Financial Services, Inc. | 839 | $165.8K | 0.02% | +21+2.6% | Added |
| Rosenberg Matthew Hamilton | 848 | $167.7K | 0.03% | +357+72.7% | Added |
| Global X Japan Co., Ltd. | 864 | $170.8K | 0.01% | +182+26.7% | Added |
| Atlantic Trust, LLC | 871 | $172.2K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 885 | $175.0K | 0.00% | +12+1.4% | Added |
| Sit Investment Associates Inc | 885 | $175.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 900 | $177.9K | 0.02% | +514+133.2% | Added |
| Central Pacific Bank - Trust Division | 906 | $179.1K | 0.02% | +746+466.2% | Added |
| Ameriflex Group, Inc. | 924 | $182.6K | 0.09% | −1−0.1% | Reduced |
| Manchester Capital Management LLC | 925 | $182.9K | 0.03% | +362+64.3% | Added |
| Guinness Asset Management LTD | 957 | $189.2K | 0.00% | +957 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 960 | $189.8K | 0.08% | −70−6.8% | Reduced |
| Motco | 964 | $190.6K | 0.02% | −750−43.8% | Reduced |
| Bollard Group LLC | 982 | $194.0K | 0.01% | +3+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 988 | $195.3K | 0.03% | −215−17.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,012 | $200.0K | 0.01% | −628−38.3% | Reduced |
| BCS Private Wealth Management, Inc. | 1,013 | $200.3K | 0.06% | +1,013 | New |
| Armor Investment Advisors, LLC | 1,013 | $200.3K | 0.07% | +1,013 | New |
| 3Chopt Investment Partners, LLC | 1,016 | $200.9K | 0.05% | +1,016 | New |
| Crusonia Wealth Advisors LLC | 1,017 | $201.0K | 0.04% | +1,017 | New |
| Blueshift Asset Management, LLC | 1,017 | $201.1K | 0.06% | +1,017 | New |
| Virtue Capital Management, LLC | 1,030 | $201.2K | 0.03% | +1,030 | New |
| Fielder Capital Group LLC | 1,018 | $201.3K | 0.04% | +1,018 | New |
| Winthrop Advisory Group LLC | 1,020 | $201.6K | 0.02% | +1,020 | New |
| North Star Investment Management Corp. | 1,021 | $201.9K | 0.01% | +60+6.2% | Added |
| Seven Springs Wealth Group, LLC | 1,024 | $202.5K | 0.05% | +1,024 | New |
| Diversified Portfolios, Inc. | 1,026 | $202.8K | 0.02% | +1,026 | New |
| Douglas Lane & Associates, LLC | 1,026 | $202.9K | 0.00% | +1,026 | New |
| Widmann Financial Services, Inc. | 1,029 | $203.4K | 0.12% | +1,029 | New |
| Emprise Bank | 1,030 | $203.6K | 0.08% | +1,030 | New |
| Carmel Capital Partners, LLC | 1,031 | $203.8K | 0.07% | +1,031 | New |
| CacheTech Inc. | 1,031 | $203.8K | 0.04% | +1,031 | New |