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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 5,377 | $1.06M | 0.39% | −17−0.3% | Reduced |
| Friedenthal Financial | 5,403 | $1.07M | 0.54% | −74−1.4% | Reduced |
| Busey Wealth Management | 5,440 | $1.08M | 0.03% | −355−6.1% | Reduced |
| Park Edge Advisors, LLC | 5,451 | $1.08M | 0.25% | +203+3.9% | Added |
| Lumbard & Kellner, LLC | 5,496 | $1.09M | 0.38% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,496 | $1.09M | 0.02% | +1,487+37.1% | Added |
| Syon Capital LLC | 5,568 | $1.10M | 0.06% | +91+1.7% | Added |
| Ibex Wealth Advisors | 5,571 | $1.10M | 0.10% | +5,571 | New |
| Evolve Private Wealth, LLC | 5,595 | $1.11M | 0.06% | −21−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,616 | $1.11M | 0.02% | −1,134−16.8% | Reduced |
| Continuum Advisory, LLC | 5,646 | $1.12M | 0.11% | −438−7.2% | Reduced |
| Ninety One UK Ltd | 5,647 | $1.12M | 0.00% | +5,647 | New |
| CVFG LLC | 5,651 | $1.12M | 0.14% | +5,651 | New |
| Davy Global Fund Management Ltd | 5,661 | $1.12M | 0.08% | −696−10.9% | Reduced |
| Pinebridge Investments LLC | 5,667 | $1.12M | 0.01% | +1,079+23.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.13M | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,742 | $1.14M | 0.01% | +3,290+134.2% | Added |
| Essex Financial Services, Inc. | 5,756 | $1.14M | 0.06% | +1,966+51.9% | Added |
| Sun Life Financial INC | 5,760 | $1.14M | 0.06% | +5,760 | New |
| Clearstead Advisors, LLC | 5,794 | $1.15M | 0.01% | −1,577−21.4% | Reduced |
| Ellevest, Inc. | 5,923 | $1.17M | 0.16% | −37−0.6% | Reduced |
| Trustmark National Bank Trust Department | 5,929 | $1.17M | 0.08% | +281+5.0% | Added |
| BSW Wealth Partners | 6,017 | $1.19M | 0.15% | −283−4.5% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $1.19M | 0.53% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,057 | $1.20M | 0.92% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,060 | $1.20M | 0.16% | +30.0% | Added |
| Pacific Sun Financial Corp | 6,063 | $1.20M | 0.58% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,087 | $1.21M | 0.02% | −179−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,128 | $1.21M | 0.07% | +444+7.8% | Added |
| RiverFront Investment Group, LLC | 6,239 | $1.23M | 0.02% | −170−2.7% | Reduced |
| IHT Wealth Management, LLC | 6,240 | $1.23M | 0.03% | +1,816+41.0% | Added |
| Texas Yale Capital Corp. | 6,252 | $1.24M | 0.04% | −13−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,257 | $1.24M | 0.04% | +114+1.9% | Added |
| Apollon Wealth Management, LLC | 6,263 | $1.24M | 0.02% | −485−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,292 | $1.24M | 0.01% | +89+1.4% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $1.25M | 0.98% | +4,484+244.9% | Added |
| Summit Financial, LLC | 6,344 | $1.25M | 0.02% | +262+4.3% | Added |
| Fig Financial Advisory Services Inc | 6,353 | $1.26M | 0.79% | +12+0.2% | Added |
| Harbor Investment Advisory, LLC | 6,366 | $1.26M | 0.10% | +376+6.3% | Added |
| Farmers & Merchants Investments Inc | 6,378 | $1.26M | 0.03% | −95−1.5% | Reduced |
| Apella Capital, LLC | 6,016 | $1.27M | 0.02% | +239+4.1% | Added |
| Kentucky Retirement Systems | 23,833 | $1.28M | 0.10% | −18,183−43.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,460 | $1.28M | 0.01% | +227+3.6% | Added |
| Penserra Capital Management LLC | 6,473 | $1.28M | 0.01% | +172+2.7% | Added |
| Level Four Advisory Services, LLC | 6,480 | $1.28M | 0.04% | −52−0.8% | Reduced |
| AlphaCore Capital LLC | 6,493 | $1.28M | 0.03% | −1,643−20.2% | Reduced |
| Cigna Investments Inc | 6,558 | $1.30M | 0.20% | −50−0.8% | Reduced |
| Northeast Investment Management | 6,562 | $1.30M | 0.05% | +6,562 | New |
| Kingswood Wealth Advisors, LLC | 6,631 | $1.31M | 0.06% | +27+0.4% | Added |
| Hantz Financial Services, Inc. | 6,757 | $1.34M | 0.02% | +480+7.6% | Added |
| Values First Advisors, Inc. | 6,795 | $1.34M | 0.70% | +85+1.3% | Added |
| Great Lakes Advisors, LLC | 6,813 | $1.35M | 0.01% | −99−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,844 | $1.35M | 0.04% | +785+13.0% | Added |
| Colony Capital, Inc. | 6,850 | $1.35M | 0.09% | +3,400+98.6% | Added |
| Sagespring Wealth Partners, LLC | 6,891 | $1.36M | 0.02% | −20−0.3% | Reduced |
| Wealth Architects, LLC | 6,945 | $1.37M | 0.12% | +6+0.1% | Added |
| S&A Financial Services, Inc. | 6,967 | $1.38M | 0.95% | +6,967 | New |
| Checchi Capital Advisers, LLC | 6,969 | $1.38M | 0.09% | +269+4.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.38M | 0.98% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 7,054 | $1.40M | 0.28% | −5−0.1% | Reduced |
| Stiles Financial Services Inc | 7,056 | $1.40M | 0.43% | −184−2.5% | Reduced |
| Sax Wealth Advisors, LLC | 7,559 | $1.40M | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,099 | $1.40M | 0.03% | +7,099 | New |
| Parallel Advisors, LLC | 7,161 | $1.42M | 0.03% | +50+0.7% | Added |
| Saturna Capital CORP | 7,205 | $1.42M | 0.02% | +845+13.3% | Added |
| Drake & Associates, LLC | 7,207 | $1.42M | 0.27% | −3,493−32.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,298 | $1.44M | 0.02% | +164+2.3% | Added |
| Vinva Investment Management Ltd | 7,431 | $1.45M | 0.02% | +3,254+77.9% | Added |
| Ancora Advisors, LLC | 7,379 | $1.46M | 0.03% | −245−3.2% | Reduced |
| American National Bank | 7,398 | $1.46M | 0.14% | +327+4.6% | Added |
| Profund Advisors LLC | 7,484 | $1.48M | 0.05% | −2,694−26.5% | Reduced |
| Highview Capital Management LLC | 7,738 | $1.53M | 0.56% | +154+2.0% | Added |
| Kornitzer Capital Management Inc | 7,900 | $1.56M | 0.03% | −10,000−55.9% | Reduced |
| Stephens Inc | 7,925 | $1.57M | 0.02% | −2,093−20.9% | Reduced |
| Emergent Wealth Advisors, LLC | 7,947 | $1.57M | 0.93% | −154−1.9% | Reduced |
| PFG Investments, LLC | 8,013 | $1.58M | 0.07% | −109−1.3% | Reduced |
| Savant Capital, LLC | 8,020 | $1.59M | 0.01% | +277+3.6% | Added |
| Pinnacle Financial Partners, Inc. | 8,027 | $1.59M | 0.01% | +188+2.4% | Added |
| Smartleaf Asset Management LLC | 8,160 | $1.59M | 0.06% | +883+12.1% | Added |
| Picton Mahoney Asset Management | 8,100 | $1.60M | 0.02% | +8,100 | New |
| RFG - Bristol Wealth Advisors, LLC | 8,107 | $1.60M | 0.43% | +52+0.6% | Added |
| Evergreen Capital Management LLC | 8,237 | $1.63M | 0.04% | +1,717+26.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,239 | $1.63M | 0.03% | +3,444+71.8% | Added |
| Trueblood Wealth Management, LLC | 8,270 | $1.64M | 0.64% | −28−0.3% | Reduced |
| Allianz SE | 8,270 | $1.64M | 0.02% | −34,127−80.5% | Reduced |
| Summit Global Investments | 8,308 | $1.64M | 0.10% | +8,308 | New |
| Schnieders Capital Management, LLC. | 8,344 | $1.65M | 0.26% | −50−0.6% | Reduced |
| Life Cycle Investment Partners Ltd | 8,378 | $1.66M | 0.01% | +8,378 | New |
| Sigma Planning Corp | 8,574 | $1.70M | 0.05% | +3,710+76.3% | Added |
| Independent Advisor Alliance | 8,684 | $1.72M | 0.02% | −5,544−39.0% | Reduced |
| Agate Pass Investment Management, LLC | 8,785 | $1.74M | 0.68% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 7,996 | $1.74M | 0.05% | +6,264+361.7% | Added |
| Jeppson Wealth Management, LLC | 8,899 | $1.76M | 0.55% | −39−0.4% | Reduced |
| Purkiss Capital Advisors LLC | 8,943 | $1.77M | 0.78% | +1,596+21.7% | Added |
| Plato Investment Management Ltd | 8,947 | $1.77M | 0.12% | +4,555+103.7% | Added |
| We Are One Seven, LLC | 8,958 | $1.77M | 0.04% | +669+8.1% | Added |
| Carnegie Capital Asset Management, LLC | 8,966 | $1.77M | 0.03% | −9−0.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,986 | $1.78M | 0.52% | +44+0.5% | Added |
| Arbor Capital Management Inc | 8,764 | $1.78M | 1.45% | −659−7.0% | Reduced |
| Prestige Wealth Management Group LLC | 9,082 | $1.80M | 0.35% | +8,968+7,866.7% | Added |