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 |
|---|---|---|---|---|---|
| Emprise Bank | 1,030 | $203.6K | 0.08% | +1,030 | New |
| Widmann Financial Services, Inc. | 1,029 | $203.4K | 0.12% | +1,029 | New |
| Douglas Lane & Associates, LLC | 1,026 | $202.9K | 0.00% | +1,026 | New |
| Diversified Portfolios, Inc. | 1,026 | $202.8K | 0.02% | +1,026 | New |
| Seven Springs Wealth Group, LLC | 1,024 | $202.5K | 0.05% | +1,024 | New |
| North Star Investment Management Corp. | 1,021 | $201.9K | 0.01% | +60+6.2% | Added |
| Winthrop Advisory Group LLC | 1,020 | $201.6K | 0.02% | +1,020 | New |
| Fielder Capital Group LLC | 1,018 | $201.3K | 0.04% | +1,018 | New |
| Virtue Capital Management, LLC | 1,030 | $201.2K | 0.03% | +1,030 | New |
| Blueshift Asset Management, LLC | 1,017 | $201.1K | 0.06% | +1,017 | New |
| Crusonia Wealth Advisors LLC | 1,017 | $201.0K | 0.04% | +1,017 | New |
| 3Chopt Investment Partners, LLC | 1,016 | $200.9K | 0.05% | +1,016 | New |
| Armor Investment Advisors, LLC | 1,013 | $200.3K | 0.07% | +1,013 | New |
| BCS Private Wealth Management, Inc. | 1,013 | $200.3K | 0.06% | +1,013 | New |
| Flagship Harbor Advisors, LLC | 1,012 | $200.0K | 0.01% | −628−38.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 988 | $195.3K | 0.03% | −215−17.9% | Reduced |
| Bollard Group LLC | 982 | $194.0K | 0.01% | +3+0.3% | Added |
| Motco | 964 | $190.6K | 0.02% | −750−43.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 960 | $189.8K | 0.08% | −70−6.8% | Reduced |
| Guinness Asset Management LTD | 957 | $189.2K | 0.00% | +957 | New |
| Manchester Capital Management LLC | 925 | $182.9K | 0.03% | +362+64.3% | Added |
| Ameriflex Group, Inc. | 924 | $182.6K | 0.09% | −1−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 906 | $179.1K | 0.02% | +746+466.2% | Added |
| Versant Capital Management, Inc | 900 | $177.9K | 0.02% | +514+133.2% | Added |
| Sit Investment Associates Inc | 885 | $175.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 885 | $175.0K | 0.00% | +12+1.4% | Added |
| Atlantic Trust, LLC | 871 | $172.2K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 864 | $170.8K | 0.01% | +182+26.7% | Added |
| Rosenberg Matthew Hamilton | 848 | $167.7K | 0.03% | +357+72.7% | Added |
| UMA Financial Services, Inc. | 839 | $165.8K | 0.02% | +21+2.6% | Added |
| WPG Advisers, LLC | 834 | $164.9K | 0.12% | +191+29.7% | Added |
| Oslo Pensjonsforsikring AS | 833 | $164.7K | 0.03% | +833 | New |
| Vanguard National Trust Co | 828 | $163.7K | 0.01% | +828 | New |
| HM Payson & Co | 811 | $160.3K | 0.00% | −19−2.3% | Reduced |
| First United Bank Trust | 800 | $158.2K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 795 | $157.2K | 0.02% | +2+0.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 791 | $156.4K | 0.15% | +2+0.3% | Added |
| GHP Investment Advisors, Inc. | 776 | $153.4K | 0.01% | +1+0.1% | Added |
| WestEnd Advisors, LLC | 767 | $151.6K | 0.00% | −129,864−99.4% | Reduced |
| Means Investment Co., Inc. | 741 | $146.5K | 0.01% | +741 | New |
| Centennial Bank | 740 | $146.3K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 722 | $142.7K | 0.02% | +22+3.1% | Added |
| CDKV Holdings LLC | 708 | $140.1K | 0.12% | 00.0% | Unchanged |
| Essential Partners LLC | 707 | $139.8K | 0.05% | +26+3.8% | Added |
| Deseret Mutual Benefit Administrators | 704 | $139.2K | 0.05% | +310+78.7% | Added |
| Opal Wealth Advisors, LLC | 704 | $139.2K | 0.03% | +704 | New |
| Elequin Capital LP | 702 | $138.8K | 0.01% | +216+44.4% | Added |
| Webster Bank, N. A. | 700 | $138.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 698 | $138.0K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 664 | $131.3K | 0.01% | +1+0.2% | Added |
| Wiser Advisor Group LLC | 659 | $130.3K | 0.16% | +2+0.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 658 | $130.1K | 0.03% | +658 | New |
| Harel Insurance Investments & Financial Services Ltd. | 650 | $129.0K | 0.00% | −150−18.8% | Reduced |
| Colonial Trust Co | 639 | $126.3K | 0.02% | −299−31.9% | Reduced |
| Eastern Bank | 630 | $124.6K | 0.00% | −1−0.2% | Reduced |
| Camden Capital, LLC | 606 | $119.8K | 0.01% | −900−59.8% | Reduced |
| Orion Capital Management LLC | 606 | $119.8K | 0.04% | +18+3.1% | Added |
| Creative Financial Designs Inc | 589 | $116.4K | 0.01% | +6+1.0% | Added |
| MCF Advisors LLC | 581 | $114.9K | 0.01% | +19+3.4% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $113.5K | 0.10% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 564 | $111.5K | 0.07% | +564 | New |
| Cullen/Frost Bankers, Inc. | 556 | $110.0K | 0.00% | −36−6.1% | Reduced |
| Flagship Wealth Advisors, LLC | 715 | $109.9K | 0.05% | +15+2.1% | Added |
| Bank & Trust Co | 550 | $108.7K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 549 | $108.5K | 0.00% | +549 | New |
| Ares Financial Consulting, LLC | 545 | $108.4K | 0.09% | +421+339.5% | Added |
| Wellington-Altus USA Inc. | 465 | $105.5K | 0.06% | +373+405.4% | Added |
| Valley National Advisers Inc | 528 | $104.0K | 0.01% | +16+3.1% | Added |
| Stelac Advisory Services LLC | 517 | $102.2K | 0.02% | +517 | New |
| Catalyst Capital Advisors LLC | 475 | $93.9K | 0.00% | −30−5.9% | Reduced |
| Independence Bank of Kentucky | 471 | $93.1K | 0.01% | −25−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $89.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 450 | $89.0K | 0.03% | +450 | New |
| Franchise GP Ltd | 449 | $88.8K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 445 | $88.0K | 0.00% | +53+13.5% | Added |
| Tiaa Trust, National Association | 443 | $87.6K | 0.01% | −55,026−99.2% | Reduced |
| Burk Holdings LLC | 439 | $86.8K | 0.04% | +439 | New |
| Salomon & Ludwin, LLC | 419 | $84.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 415 | $82.5K | 0.02% | +303+270.5% | Added |
| Avalon Trust Co | 412 | $81.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 401 | $79.3K | 0.05% | +144+56.0% | Added |
| Riverview Trust Co | 400 | $79.1K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $79.1K | 0.03% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 395 | $78.1K | 0.07% | +395 | New |
| Private Wealth Asset Management, LLC | 392 | $77.5K | 0.01% | −3−0.8% | Reduced |
| Bell Investment Advisors, Inc | 383 | $75.7K | 0.01% | −3−0.8% | Reduced |
| Covestor Ltd | 372 | $74.0K | 0.05% | −339−47.7% | Reduced |
| 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 |
| Phillip James Consulting Co. | 374 | $73.0K | 0.06% | +374 | New |
| Copia Wealth Management | 369 | $73.0K | 0.05% | +36+10.8% | Added |
| Atlas Capital Advisors LLC | 366 | $72.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 361 | $71.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 357 | $71.0K | 0.01% | +29+8.8% | Added |
| Anchor Investment Management, LLC | 351 | $69.3K | 0.01% | +1+0.3% | Added |
| Silvant Capital Management LLC | 348 | $68.8K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 343 | $67.8K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 317 | $67.7K | 0.01% | +74+30.5% | Added |
| Cassaday & Co Wealth Management LLC | 340 | $67.2K | 0.00% | +340 | New |
| Piscataqua Savings Bank | 338 | $66.8K | 0.05% | 00.0% | Unchanged |