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; 1,601 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
- 1,497
- +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
- 669 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,437 | $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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 330 | $65.2K | 0.00% | +272+469.0% | Added |
| West Financial Advisors, LLC | 320 | $63.3K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 313 | $61.9K | 0.01% | +313 | New |
| Asset Dedication, LLC | 310 | $61.3K | 0.00% | −95−23.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 310 | $61.3K | 0.02% | +127+69.4% | Added |
| Keating Financial Advisory Services, Inc. | 309 | $61.1K | 0.01% | +70+29.3% | Added |
| Collier Financial | 304 | $60.0K | 0.05% | +2+0.7% | Added |
| Dynamic Wealth Strategies, LLC | 303 | $59.9K | 0.03% | +303 | New |
| Hilton Head Capital Partners, LLC | 302 | $59.7K | 0.03% | −33−9.9% | Reduced |
| IAG Wealth Partners, LLC | 300 | $59.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $57.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 291 | $57.5K | 0.02% | +28+10.6% | Added |
| Kemnay Advisory Services Inc. | 281 | $55.6K | 0.01% | +7+2.6% | Added |
| Entrust Financial LLC | 280 | $55.4K | 0.04% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $53.4K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 270 | $53.4K | 0.02% | +270 | New |
| Southern Michigan Bank & Trust | 265 | $52.4K | 0.02% | +265 | New |
| Signature Equity Partners, LLC | 263 | $52.1K | 0.03% | +110+71.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 255 | $50.5K | 0.00% | +193+311.3% | Added |
| Evolution Wealth Management Inc. | 254 | $50.2K | 0.04% | +254 | New |
| Lloyd Advisory Services, LLC. | 248 | $49.0K | 0.01% | +248 | New |
| Kingdom Financial Group LLC. | 248 | $49.0K | 0.01% | +248 | New |
| Sunbelt Securities, Inc. | 244 | $48.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 240 | $47.5K | 0.01% | +25+11.6% | Added |
| Salem Investment Counselors Inc | 231 | $45.7K | 0.00% | +231 | New |
| Dunhill Financial, LLC | 230 | $45.6K | 0.01% | +7+3.1% | Added |
| Truvestments Capital LLC | 226 | $44.6K | 0.01% | −24−9.6% | Reduced |
| Financial Perspectives, Inc | 223 | $44.1K | 0.01% | −8−3.5% | Reduced |
| Gill Capital Partners, LLC | 220 | $43.5K | 0.01% | +220 | New |
| Root Financial Partners, LLC | 217 | $42.9K | 0.00% | +66+43.7% | Added |
| Hollencrest Capital Management | 215 | $42.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 212 | $42.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 211 | $41.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 210 | $41.6K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 207 | $40.9K | 0.01% | +4+2.0% | Added |
| Smallwood Wealth Investment Management, LLC | 207 | $40.9K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $39.6K | 0.00% | −5−2.4% | Reduced |
| 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 |
| Roxbury Financial LLC | 196 | $38.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 182 | $37.8K | 0.00% | +182 | New |
| Frazier Financial Advisors, LLC | 189 | $37.4K | 0.02% | +156+472.7% | Added |
| Broadwater Capital Management LLC | 200 | $37.1K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 186 | $36.8K | 0.00% | +38+25.7% | Added |
| Financial Consulate, Inc | 186 | $36.7K | 0.00% | +5+2.8% | Added |
| Quest 10 Wealth Builders, Inc. | 184 | $36.5K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $36.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 182 | $36.0K | 0.01% | +40+28.2% | Added |
| Bank of New Hampshire | 182 | $36.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bellevue Asset Management, LLC | 173 | $34.3K | 0.02% | +1+0.6% | Added |
| Sittner & Nelson, LLC | 171 | $33.8K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 162 | $32.1K | 0.00% | −76−31.9% | Reduced |
| Raffa Wealth Management, LLC | 161 | $31.8K | 0.00% | +55+51.9% | Added |
| Swiss Re Ltd | 155 | $30.6K | 0.19% | 00.0% | Unchanged |
| Park Place Capital Corp | 152 | $30.1K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 150 | $29.7K | 0.02% | −31−17.1% | Reduced |
| Scarborough Advisors, LLC | 148 | $29.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 148 | $29.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 147 | $29.1K | 0.01% | −8−5.2% | Reduced |
| Burkett Financial Services, LLC | 147 | $29.1K | 0.01% | +1+0.7% | Added |
| Avion Wealth | 148 | $29.0K | 0.01% | +14+10.4% | Added |
| Armstrong Advisory Group, Inc | 143 | $28.3K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 142 | $28.1K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 141 | $27.9K | 0.01% | +7+5.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 139 | $27.5K | 0.02% | +25+21.9% | Added |
| Sound Income Strategies, LLC | 137 | $27.3K | 0.00% | +76+124.6% | Added |
| IMA Wealth, Inc. | 138 | $27.3K | 0.00% | +3+2.2% | Added |
| Evermay Wealth Management LLC | 137 | $27.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 136 | $26.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 133 | $26.3K | 0.01% | +30+29.1% | Added |
| Ogorek Anthony Joseph | 135 | $26.0K | 0.01% | +16+13.4% | Added |
| S&T Bank | 130 | $25.7K | 0.01% | +112+622.2% | Added |
| Financial Network Wealth Advisors LLC | 127 | $25.1K | 0.03% | −15−10.6% | Reduced |
| Sfam, LLC | 125 | $24.7K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 125 | $24.7K | 0.00% | +60+92.3% | Added |
| Kilter Group LLC | 119 | $23.5K | 0.01% | +27+29.3% | Added |
| Smithfield Trust Co | 121 | $23.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 116 | $22.9K | 0.01% | +25+27.5% | Added |
| SHP Wealth Management | 115 | $22.8K | 0.00% | +46+66.7% | Added |
| Clear Street Markets LLC | 115 | $22.7K | 0.01% | −903−88.7% | Reduced |
| Coston, McIsaac & Partners | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 111 | $21.9K | 0.01% | −1,660−93.7% | Reduced |
| Vision Financial Markets LLC | 111 | $21.9K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 110 | $21.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $21.6K | 0.00% | +7+6.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $20.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 102 | $20.2K | 0.01% | +1+1.0% | Added |
| 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 |
| Global Wealth Strategies & Associates | 97 | $19.2K | 0.00% | −3−3.0% | Reduced |
| Kentucky Trust Co | 97 | $19.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 95 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 83 | $18.1K | 0.00% | +29+53.7% | Added |
| Bryn Mawr Trust Co | 87 | $17.2K | 0.00% | +54+163.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 85 | $16.8K | 0.00% | 00.0% | Unchanged |