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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 17,189 | $3.40M | 0.02% | +641+3.9% | Added |
| Everence Capital Management Inc | 17,153 | $3.39M | 0.21% | 00.0% | Unchanged |
| Morangie Management LLC | 17,151 | $3.39M | 3.12% | +6,655+63.4% | Added |
| Raiffeisen Bank International AG | 17,303 | $3.38M | 0.05% | −3,415−16.5% | Reduced |
| Capital Investment Advisors, LLC | 16,953 | $3.35M | 0.05% | +175+1.0% | Added |
| Bessemer Group Inc | 16,738 | $3.31M | 0.01% | +2,829+20.3% | Added |
| Summit Trail Advisors, LLC | 16,574 | $3.28M | 0.05% | +4,491+37.2% | Added |
| GAMMA Investing LLC | 16,528 | $3.27M | 0.15% | +1,262+8.3% | Added |
| Principal Securities, Inc. | 16,506 | $3.26M | 0.05% | +1,865+12.7% | Added |
| Beacon Pointe Advisors, LLC | 16,405 | $3.24M | 0.02% | +5,876+55.8% | Added |
| Skopos Labs, Inc. | 16,015 | $3.17M | 0.10% | +4,370+37.5% | Added |
| Sound View Wealth Advisors Group, LLC | 15,966 | $3.16M | 0.21% | −224−1.4% | Reduced |
| Coldstream Capital Management Inc | 15,904 | $3.14M | 0.04% | +1,794+12.7% | Added |
| Centaurus Financial, Inc. | 15,724 | $3.11M | 0.15% | +778+5.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 15,295 | $3.02M | 0.31% | −1,999−11.6% | Reduced |
| Sumitomo Life Insurance Co | 15,173 | $3.00M | 0.07% | +382+2.6% | Added |
| Triglav Skladi, D.O.O. | 14,866 | $2.94M | 0.21% | −32,300−68.5% | Reduced |
| Nearwater Capital Markets, Ltd | 14,600 | $2.89M | 0.07% | +14,600 | New |
| Meiji Yasuda Life Insurance Co | 14,450 | $2.86M | 0.10% | −660−4.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 14,385 | $2.84M | 0.22% | −15−0.1% | Reduced |
| Nations Financial Group Inc, | 14,124 | $2.79M | 0.14% | +578+4.3% | Added |
| BDF-Gestion | 14,077 | $2.78M | 0.37% | 00.0% | Unchanged |
| Verde Capital Management | 14,036 | $2.78M | 0.59% | −1,712−10.9% | Reduced |
| O'Rourke & Company, Inc | 13,924 | $2.75M | 1.09% | −634−4.4% | Reduced |
| Simon Quick Advisors, LLC | 13,841 | $2.74M | 0.13% | −1,515−9.9% | Reduced |
| Change Path, LLC | 13,841 | $2.74M | 0.06% | −481−3.4% | Reduced |
| Los Angeles Capital Management LLC | 13,823 | $2.73M | 0.01% | −629,751−97.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,811 | $2.73M | 0.08% | +535+4.0% | Added |
| Signaturefd, LLC | 13,774 | $2.72M | 0.04% | +718+5.5% | Added |
| Advance Capital Management, Inc. | 13,755 | $2.72M | 0.10% | +32+0.2% | Added |
| Old Second National Bank of Aurora | 13,735 | $2.72M | 0.56% | −293−2.1% | Reduced |
| Glenmede Trust Co NA | 13,403 | $2.65M | 0.01% | +1,364+11.3% | Added |
| Garrison Bradford & Associates Inc | 13,276 | $2.62M | 2.97% | +100+0.8% | Added |
| GLOBALT Investments LLC | 13,126 | $2.60M | 0.09% | +13,126 | New |
| RSM US Wealth Management LLC | 12,791 | $2.53M | 0.03% | −601−4.5% | Reduced |
| Independent Financial Group, LLC | 12,743 | $2.52M | 0.06% | +1,210+10.5% | Added |
| Grimes & Company, Inc. | 12,678 | $2.51M | 0.07% | +1,020+8.7% | Added |
| NTV Asset Management LLC | 12,592 | $2.49M | 0.27% | −230−1.8% | Reduced |
| Patton Fund Management, Inc. | 12,428 | $2.46M | 0.42% | −20,994−62.8% | Reduced |
| LDR Capital Management LLC | 12,401 | $2.45M | 3.30% | +1,571+14.5% | Added |
| J.W. Cole Advisors, Inc. | 12,178 | $2.41M | 0.08% | +394+3.3% | Added |
| iA Global Asset Management Inc. | 12,143 | $2.40M | 0.03% | +12,143 | New |
| Patriot Financial Group Insurance Agency, LLC | 12,134 | $2.40M | 0.14% | +8,573+240.7% | Added |
| Wesbanco Bank Inc | 12,099 | $2.39M | 0.07% | −111−0.9% | Reduced |
| Prospera Financial Services Inc | 11,929 | $2.36M | 0.04% | −487−3.9% | Reduced |
| Twin Capital Management Inc | 11,749 | $2.32M | 0.30% | −1,181−9.1% | Reduced |
| Savvy Advisors, Inc. | 11,619 | $2.30M | 0.06% | +2,942+33.9% | Added |
| AustralianSuper Pty Ltd | 11,417 | $2.26M | 0.01% | +11,417 | New |
| Farther Finance Advisors, LLC | 11,284 | $2.24M | 0.02% | +1,141+11.2% | Added |
| CAPROCK Group, Inc. | 11,160 | $2.21M | 0.05% | −3,985−26.3% | Reduced |
| Snowden Capital Advisors LLC | 11,137 | $2.20M | 0.06% | +1,067+10.6% | Added |
| Stevens Capital Management LP | 11,119 | $2.20M | 0.34% | −21,627−66.0% | Reduced |
| High Point Wealth Management, LLC | 11,112 | $2.20M | 2.12% | +1,722+18.3% | Added |
| GTS Securities LLC | 11,108 | $2.20M | 0.08% | +4,940+80.1% | Added |
| Resources Investment Advisors, LLC. | 11,058 | $2.19M | 0.02% | +109+1.0% | Added |
| Contravisory Investment Management, Inc. | 11,017 | $2.18M | 0.45% | +5,630+104.5% | Added |
| RDA Financial Network | 10,928 | $2.16M | 0.54% | +258+2.4% | Added |
| Davenport & Co LLC | 10,878 | $2.15M | 0.01% | +3,602+49.5% | Added |
| Welch Group, LLC | 10,731 | $2.12M | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 10,671 | $2.11M | 0.02% | +10,671 | New |
| Hartford Funds Management Co LLC | 10,660 | $2.11M | 0.18% | −2,455−18.7% | Reduced |
| Ritholtz Wealth Management | 10,656 | $2.11M | 0.04% | +1,459+15.9% | Added |
| Ballentine Partners, LLC | 10,605 | $2.10M | 0.03% | −208−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,584 | $2.09M | 0.02% | +5,209+96.9% | Added |
| Greenleaf Trust | 10,497 | $2.08M | 0.02% | +692+7.1% | Added |
| Gerald Baker Financial Group LLC | 10,466 | $2.07M | 0.66% | +10,466 | New |
| Everhart Financial Group, Inc. | 10,396 | $2.06M | 0.18% | +1,458+16.3% | Added |
| Virtus Investment Advisers, Inc. | 10,342 | $2.04M | 0.56% | −272−2.6% | Reduced |
| Phoenix Holdings Ltd. | 10,340 | $2.04M | 0.02% | +3,219+45.2% | Added |
| Tema ETFs LLC | 10,235 | $2.02M | 0.14% | +49+0.5% | Added |
| Frank, Rimerman Advisors LLC | 10,196 | $2.02M | 0.13% | +323+3.3% | Added |
| Walleye Trading LLC | 10,161 | $2.01M | 0.04% | +10,161 | New |
| GF Fund Management Co. Ltd. | 10,108 | $2.00M | 0.03% | −974−8.8% | Reduced |
| James Investment Research Inc | 10,096 | $2.00M | 0.22% | −236−2.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,625 | $1.99M | 0.09% | +3,378+54.1% | Added |
| Atomi Financial Group, Inc. | 10,029 | $1.98M | 0.06% | +897+9.8% | Added |
| NFP Retirement, Inc. | 10,009 | $1.98M | 0.12% | −118−1.2% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.98M | 0.13% | 00.0% | Unchanged |
| Western Financial Corp | 9,953 | $1.97M | 0.77% | −743−6.9% | Reduced |
| Paradigm Asset Management Co LLC | 9,938 | $1.96M | 0.46% | 00.0% | Unchanged |
| Huntington National Bank | 9,897 | $1.96M | 0.01% | +48+0.5% | Added |
| Wedmont Private Capital | 9,524 | $1.95M | 0.06% | +245+2.6% | Added |
| American Financial Advisors, LLC | 9,851 | $1.95M | 0.26% | −598−5.7% | Reduced |
| Bailard, Inc. | 9,802 | $1.94M | 0.04% | −97−1.0% | Reduced |
| Baird Financial Group, Inc. | 9,764 | $1.93M | 0.00% | −47−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,748 | $1.93M | 0.02% | +9,748 | New |
| Waterloo Capital, L.P. | 9,540 | $1.89M | 0.13% | −963−9.2% | Reduced |
| Ieq Capital, LLC | 9,523 | $1.88M | 0.01% | +8,435+775.3% | Added |
| Ossiam | 9,478 | $1.87M | 0.03% | −89,138−90.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9,413 | $1.86M | 0.23% | +560+6.3% | Added |
| J. Safra Sarasin Holding AG | 9,419 | $1.86M | 0.03% | −6,414−40.5% | Reduced |
| Equitable Holdings, Inc. | 9,804 | $1.85M | 0.01% | +2,924+42.5% | Added |
| Denali Advisors LLC | 9,335 | $1.85M | 0.21% | −31−0.3% | Reduced |
| D.A. Davidson & Co. | 9,310 | $1.84M | 0.01% | −6,752−42.0% | Reduced |
| Jump Financial, LLC | 9,282 | $1.84M | 0.03% | +9,282 | New |
| Mutual Advisors, LLC | 9,279 | $1.83M | 0.04% | +6,477+231.2% | Added |
| Brown Brothers Harriman & Co | 9,236 | $1.83M | 0.01% | +5,239+131.1% | Added |
| Banco BTG Pactual S.A. | 9,166 | $1.81M | 0.35% | +9,166 | New |
| Prestige Wealth Management Group LLC | 9,082 | $1.80M | 0.35% | +8,968+7,866.7% | Added |
| Arbor Capital Management Inc | 8,764 | $1.78M | 1.45% | −659−7.0% | Reduced |