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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 3,593 | $710.5K | 0.21% | −4,682−56.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,598 | $711.3K | 0.03% | −119−3.2% | Reduced |
| CoreCap Advisors, LLC | 3,603 | $712.4K | 0.02% | −12−0.3% | Reduced |
| Panagora Asset Management Inc | 3,625 | $716.7K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,625 | $716.8K | 0.01% | +72+2.0% | Added |
| Kesler, Norman & Wride, LLC | 3,629 | $717.3K | 0.12% | +3,629 | New |
| Family Wealth Partners, LLC | 3,630 | $717.5K | 0.24% | +63+1.8% | Added |
| CX Institutional | 3,637 | $719.0K | 0.02% | +138+3.9% | Added |
| Rehmann Capital Advisory Group | 3,642 | $720.2K | 0.04% | −470−11.4% | Reduced |
| L2 Asset Management, LLC | 3,709 | $733.3K | 0.07% | +250+7.2% | Added |
| Dogwood Wealth Management LLC | 3,726 | $736.7K | 0.32% | −380−9.3% | Reduced |
| Driehaus Capital Management LLC | 3,734 | $738.2K | 0.01% | +1,212+48.1% | Added |
| Simplicity Wealth,LLC | 3,736 | $738.6K | 0.04% | +236+6.7% | Added |
| Great Valley Advisor Group, Inc. | 3,797 | $750.5K | 0.01% | −10−0.3% | Reduced |
| Madden Advisory Services, Inc. | 3,810 | $753.3K | 0.30% | −1,048−21.6% | Reduced |
| TD Private Client Wealth LLC | 3,834 | $758.0K | 0.02% | +645+20.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,834 | $758.1K | 0.00% | +3,834 | New |
| Southland Equity Partners LLC | 3,843 | $759.8K | 0.15% | −104−2.6% | Reduced |
| Advisory Services Network, LLC | 3,845 | $760.3K | 0.01% | +485+14.4% | Added |
| Baldwin Investment Management, LLC | 3,876 | $766.3K | 0.09% | −200−4.9% | Reduced |
| Donoghue Forlines LLC | 3,879 | $766.9K | 0.21% | −9,544−71.1% | Reduced |
| 180 Wealth Advisors, LLC | 3,889 | $769.0K | 0.09% | −14−0.4% | Reduced |
| Glenview Trust Co | 3,902 | $771.5K | 0.01% | +2+0.1% | Added |
| Comprehensive Money Management Services LLC | 3,921 | $775.2K | 0.51% | +45+1.2% | Added |
| Silver Oak Securities, Inc | 3,922 | $775.5K | 0.06% | +710+22.1% | Added |
| Saiph Capital, LLC | 3,949 | $780.8K | 0.30% | +3,949 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $781.0K | 0.26% | +400+11.3% | Added |
| Churchill Financial Advisors, LLC | 3,970 | $784.9K | 0.16% | −125−3.1% | Reduced |
| Valued Retirements, Inc. | 3,972 | $785.4K | 0.77% | +484+13.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,981 | $787.1K | 0.03% | −2,559−39.1% | Reduced |
| Beto Financial Group, LLC | 3,722 | $792.6K | 0.46% | +28+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 4,014 | $793.6K | 0.32% | +387+10.7% | Added |
| Souders Financial Advisors | 4,016 | $794.1K | 0.09% | +347+9.5% | Added |
| Manske Wealth Management | 4,025 | $795.9K | 0.22% | −125−3.0% | Reduced |
| Bull Harbor Capital LLC | 4,028 | $796.4K | 0.21% | +4,028 | New |
| Johnson Investment Counsel Inc | 4,037 | $798.2K | 0.01% | −1,756−30.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,040 | $798.7K | 0.06% | +552+15.8% | Added |
| Prosperity Consulting Group, LLC | 4,050 | $800.7K | 0.04% | +338+9.1% | Added |
| HBK Sorce Advisory LLC | 3,734 | $801.3K | 0.02% | +350+10.3% | Added |
| Jackson Creek Investment Advisors LLC | 4,059 | $803.0K | 0.24% | −265−6.1% | Reduced |
| River Street Advisors LLC | 4,073 | $805.3K | 0.27% | +230+6.0% | Added |
| Integrated Advisors Network LLC | 4,094 | $809.4K | 0.04% | −797−16.3% | Reduced |
| AE Wealth Management LLC | 4,102 | $811.0K | 0.00% | +631+18.2% | Added |
| Tuttle Tactical Management | 4,112 | $813.0K | 1.34% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,159 | $822.3K | 0.03% | −107−2.5% | Reduced |
| Associated Banc-Corp | 4,174 | $825.2K | 0.02% | +8+0.2% | Added |
| Balboa Wealth Partners | 4,181 | $826.5K | 0.14% | +734+21.3% | Added |
| Panoramic Investment Advisors, LLC | 4,204 | $831.2K | 0.45% | −48−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,142 | $832.2K | 0.02% | +37+0.9% | Added |
| LRI Investments, LLC | 4,220 | $834.3K | 0.07% | −279−6.2% | Reduced |
| Custom Index Systems, LLC | 4,266 | $843.4K | 0.37% | −1,078−20.2% | Reduced |
| Bard Associates Inc | 4,277 | $845.6K | 0.21% | −155−3.5% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,290 | $848.2K | 0.39% | −10.0% | Reduced |
| AA Financial Advisors, LLC | 4,344 | $858.9K | 0.12% | +506+13.2% | Added |
| Journey Strategic Wealth LLC | 4,350 | $860.0K | 0.02% | +1,306+42.9% | Added |
| Buckley Wealth Management, LLC | 4,355 | $861.0K | 0.22% | +617+16.5% | Added |
| Foster Victor Wealth Advisors, LLC | 4,091 | $863.2K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,385 | $866.9K | 0.28% | −28−0.6% | Reduced |
| ProVise Management Group, LLC | 4,386 | $867.2K | 0.06% | −491−10.1% | Reduced |
| Ingalls & Snyder LLC | 4,395 | $869.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,397 | $869.3K | 0.09% | +35+0.8% | Added |
| Gordian Capital Singapore Pte Ltd | 4,400 | $869.9K | 1.46% | −1,700−27.9% | Reduced |
| Tower Bridge Advisors | 4,425 | $874.9K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,434 | $876.6K | 0.02% | +226+5.4% | Added |
| Midwest Trust Co | 4,436 | $877.0K | 0.01% | −138−3.0% | Reduced |
| Joel Isaacson & Co., LLC | 4,480 | $885.7K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,483 | $886.3K | 0.19% | −51−1.1% | Reduced |
| Marex Group plc | 4,511 | $891.9K | 0.01% | +1,709+61.0% | Added |
| Clear Trail Advisors, LLC | 4,531 | $895.8K | 0.15% | +2,892+176.4% | Added |
| First American Trust, FSB | 4,593 | $908.0K | 0.06% | +71+1.6% | Added |
| SJS Investment Consulting Inc. | 4,604 | $910.2K | 0.11% | −468−9.2% | Reduced |
| Wealthspire Advisors, LLC | 4,632 | $915.8K | 0.01% | −788−14.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,647 | $918.8K | 0.26% | +4,647 | New |
| Lederer & Associates Investment Counsel | 4,649 | $919.0K | 0.65% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,673 | $923.9K | 0.02% | −5,629−54.6% | Reduced |
| PDS Planning, Inc | 4,713 | $931.7K | 0.06% | +135+2.9% | Added |
| Dodds Wealth, LLC | 4,748 | $938.7K | 0.23% | −1,269−21.1% | Reduced |
| Capital Square, LLC | 4,538 | $947.4K | 0.44% | −1,037−18.6% | Reduced |
| M&G Plc | 4,786 | $947.6K | 0.00% | +34+0.7% | Added |
| Quantitative Investment Management, LLC | 4,808 | $950.0K | 0.10% | −3,061−38.9% | Reduced |
| Investment Advisory Group, LLC | 4,817 | $952.4K | 0.24% | −103−2.1% | Reduced |
| Aprio Wealth Management, LLC | 4,871 | $963.0K | 0.05% | +936+23.8% | Added |
| Geneos Wealth Management Inc. | 4,921 | $972.9K | 0.02% | −161−3.2% | Reduced |
| Monetary Management Group Inc | 4,925 | $973.7K | 0.23% | −425−7.9% | Reduced |
| LongView Wealth Management | 4,647 | $980.5K | 0.25% | −46−1.0% | Reduced |
| Finward Bancorp | 4,971 | $982.8K | 0.79% | −125−2.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,985 | $985.6K | 0.24% | +151+3.1% | Added |
| Personal Cfo Solutions, LLC | 4,991 | $986.9K | 0.14% | +1,106+28.5% | Added |
| Frec Markets, Inc. | 5,013 | $991.1K | 0.17% | +1,638+48.5% | Added |
| Premier Path Wealth Partners, LLC | 5,047 | $997.9K | 0.13% | +418+9.0% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $1.00M | 0.58% | +5,060 | New |
| ARS Wealth Advisors Group, LLC | 5,113 | $1.01M | 0.09% | +125+2.5% | Added |
| Perigon Wealth Management, LLC | 5,120 | $1.01M | 0.02% | −1,481−22.4% | Reduced |
| Jackson Square Capital, LLC | 5,121 | $1.01M | 0.21% | +94+1.9% | Added |
| Sara-Bay Financial | 5,135 | $1.02M | 0.31% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 5,200 | $1.03M | 0.13% | −19−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,268 | $1.04M | 0.07% | +125+2.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,269 | $1.04M | 0.42% | +17+0.3% | Added |
| Diversified Trust Co | 5,343 | $1.06M | 0.02% | −4,403−45.2% | Reduced |
| Florida Financial Advisors, LLC | 5,357 | $1.06M | 0.25% | +787+17.2% | Added |