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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 8,986 | $1.78M | 0.52% | +44+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 8,966 | $1.77M | 0.03% | −9−0.1% | Reduced |
| We Are One Seven, LLC | 8,958 | $1.77M | 0.04% | +669+8.1% | Added |
| Plato Investment Management Ltd | 8,947 | $1.77M | 0.12% | +4,555+103.7% | Added |
| Purkiss Capital Advisors LLC | 8,943 | $1.77M | 0.78% | +1,596+21.7% | Added |
| Jeppson Wealth Management, LLC | 8,899 | $1.76M | 0.55% | −39−0.4% | Reduced |
| VestGen Advisors, LLC | 7,996 | $1.74M | 0.05% | +6,264+361.7% | Added |
| Agate Pass Investment Management, LLC | 8,785 | $1.74M | 0.68% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,684 | $1.72M | 0.02% | −5,544−39.0% | Reduced |
| Sigma Planning Corp | 8,574 | $1.70M | 0.05% | +3,710+76.3% | Added |
| Life Cycle Investment Partners Ltd | 8,378 | $1.66M | 0.01% | +8,378 | New |
| Schnieders Capital Management, LLC. | 8,344 | $1.65M | 0.26% | −50−0.6% | Reduced |
| Summit Global Investments | 8,308 | $1.64M | 0.10% | +8,308 | New |
| Allianz SE | 8,270 | $1.64M | 0.02% | −34,127−80.5% | Reduced |
| Trueblood Wealth Management, LLC | 8,270 | $1.64M | 0.64% | −28−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,239 | $1.63M | 0.03% | +3,444+71.8% | Added |
| Evergreen Capital Management LLC | 8,237 | $1.63M | 0.04% | +1,717+26.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,107 | $1.60M | 0.43% | +52+0.6% | Added |
| Picton Mahoney Asset Management | 8,100 | $1.60M | 0.02% | +8,100 | New |
| Smartleaf Asset Management LLC | 8,160 | $1.59M | 0.06% | +883+12.1% | Added |
| Pinnacle Financial Partners, Inc. | 8,027 | $1.59M | 0.01% | +188+2.4% | Added |
| Savant Capital, LLC | 8,020 | $1.59M | 0.01% | +277+3.6% | Added |
| PFG Investments, LLC | 8,013 | $1.58M | 0.07% | −109−1.3% | Reduced |
| Emergent Wealth Advisors, LLC | 7,947 | $1.57M | 0.93% | −154−1.9% | Reduced |
| Stephens Inc | 7,925 | $1.57M | 0.02% | −2,093−20.9% | Reduced |
| Kornitzer Capital Management Inc | 7,900 | $1.56M | 0.03% | −10,000−55.9% | Reduced |
| Highview Capital Management LLC | 7,738 | $1.53M | 0.56% | +154+2.0% | Added |
| Profund Advisors LLC | 7,484 | $1.48M | 0.05% | −2,694−26.5% | Reduced |
| American National Bank | 7,398 | $1.46M | 0.14% | +327+4.6% | Added |
| Ancora Advisors, LLC | 7,379 | $1.46M | 0.03% | −245−3.2% | Reduced |
| Vinva Investment Management Ltd | 7,431 | $1.45M | 0.02% | +3,254+77.9% | Added |
| Kingsview Wealth Management, LLC | 7,298 | $1.44M | 0.02% | +164+2.3% | Added |
| Drake & Associates, LLC | 7,207 | $1.42M | 0.27% | −3,493−32.6% | Reduced |
| Saturna Capital CORP | 7,205 | $1.42M | 0.02% | +845+13.3% | Added |
| Parallel Advisors, LLC | 7,161 | $1.42M | 0.03% | +50+0.7% | Added |
| Brighton Jones LLC | 7,099 | $1.40M | 0.03% | +7,099 | New |
| Sax Wealth Advisors, LLC | 7,559 | $1.40M | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,056 | $1.40M | 0.43% | −184−2.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,054 | $1.40M | 0.28% | −5−0.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.38M | 0.98% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,969 | $1.38M | 0.09% | +269+4.0% | Added |
| S&A Financial Services, Inc. | 6,967 | $1.38M | 0.95% | +6,967 | New |
| Wealth Architects, LLC | 6,945 | $1.37M | 0.12% | +6+0.1% | Added |
| Sagespring Wealth Partners, LLC | 6,891 | $1.36M | 0.02% | −20−0.3% | Reduced |
| Colony Capital, Inc. | 6,850 | $1.35M | 0.09% | +3,400+98.6% | Added |
| EverSource Wealth Advisors, LLC | 6,844 | $1.35M | 0.04% | +785+13.0% | Added |
| Great Lakes Advisors, LLC | 6,813 | $1.35M | 0.01% | −99−1.4% | Reduced |
| Values First Advisors, Inc. | 6,795 | $1.34M | 0.70% | +85+1.3% | Added |
| Hantz Financial Services, Inc. | 6,757 | $1.34M | 0.02% | +480+7.6% | Added |
| Kingswood Wealth Advisors, LLC | 6,631 | $1.31M | 0.06% | +27+0.4% | Added |
| Northeast Investment Management | 6,562 | $1.30M | 0.05% | +6,562 | New |
| Cigna Investments Inc | 6,558 | $1.30M | 0.20% | −50−0.8% | Reduced |
| AlphaCore Capital LLC | 6,493 | $1.28M | 0.03% | −1,643−20.2% | Reduced |
| Level Four Advisory Services, LLC | 6,480 | $1.28M | 0.04% | −52−0.8% | Reduced |
| Penserra Capital Management LLC | 6,473 | $1.28M | 0.01% | +172+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 6,460 | $1.28M | 0.01% | +227+3.6% | Added |
| Kentucky Retirement Systems | 23,833 | $1.28M | 0.10% | −18,183−43.3% | Reduced |
| Apella Capital, LLC | 6,016 | $1.27M | 0.02% | +239+4.1% | Added |
| Farmers & Merchants Investments Inc | 6,378 | $1.26M | 0.03% | −95−1.5% | Reduced |
| Harbor Investment Advisory, LLC | 6,366 | $1.26M | 0.10% | +376+6.3% | Added |
| Fig Financial Advisory Services Inc | 6,353 | $1.26M | 0.79% | +12+0.2% | Added |
| Summit Financial, LLC | 6,344 | $1.25M | 0.02% | +262+4.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $1.25M | 0.98% | +4,484+244.9% | Added |
| Stratos Wealth Partners, LTD. | 6,292 | $1.24M | 0.01% | +89+1.4% | Added |
| Apollon Wealth Management, LLC | 6,263 | $1.24M | 0.02% | −485−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,257 | $1.24M | 0.04% | +114+1.9% | Added |
| Texas Yale Capital Corp. | 6,252 | $1.24M | 0.04% | −13−0.2% | Reduced |
| IHT Wealth Management, LLC | 6,240 | $1.23M | 0.03% | +1,816+41.0% | Added |
| RiverFront Investment Group, LLC | 6,239 | $1.23M | 0.02% | −170−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,128 | $1.21M | 0.07% | +444+7.8% | Added |
| Modern Wealth Management, LLC | 6,087 | $1.21M | 0.02% | −179−2.9% | Reduced |
| Pacific Sun Financial Corp | 6,063 | $1.20M | 0.58% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,060 | $1.20M | 0.16% | +30.0% | Added |
| Richwood Investment Advisors, LLC | 6,057 | $1.20M | 0.92% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 6,025 | $1.19M | 0.53% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,017 | $1.19M | 0.15% | −283−4.5% | Reduced |
| Trustmark National Bank Trust Department | 5,929 | $1.17M | 0.08% | +281+5.0% | Added |
| Ellevest, Inc. | 5,923 | $1.17M | 0.16% | −37−0.6% | Reduced |
| Clearstead Advisors, LLC | 5,794 | $1.15M | 0.01% | −1,577−21.4% | Reduced |
| Sun Life Financial INC | 5,760 | $1.14M | 0.06% | +5,760 | New |
| Essex Financial Services, Inc. | 5,756 | $1.14M | 0.06% | +1,966+51.9% | Added |
| Jefferies Financial Group Inc. | 5,742 | $1.14M | 0.01% | +3,290+134.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.13M | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 5,667 | $1.12M | 0.01% | +1,079+23.5% | Added |
| Davy Global Fund Management Ltd | 5,661 | $1.12M | 0.08% | −696−10.9% | Reduced |
| CVFG LLC | 5,651 | $1.12M | 0.14% | +5,651 | New |
| Ninety One UK Ltd | 5,647 | $1.12M | 0.00% | +5,647 | New |
| Continuum Advisory, LLC | 5,646 | $1.12M | 0.11% | −438−7.2% | Reduced |
| Commerzbank Aktiengesellschaft | 5,616 | $1.11M | 0.02% | −1,134−16.8% | Reduced |
| Evolve Private Wealth, LLC | 5,595 | $1.11M | 0.06% | −21−0.4% | Reduced |
| Ibex Wealth Advisors | 5,571 | $1.10M | 0.10% | +5,571 | New |
| Syon Capital LLC | 5,568 | $1.10M | 0.06% | +91+1.7% | Added |
| Harbour Investments, Inc. | 5,496 | $1.09M | 0.02% | +1,487+37.1% | Added |
| Lumbard & Kellner, LLC | 5,496 | $1.09M | 0.38% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 5,451 | $1.08M | 0.25% | +203+3.9% | Added |
| Busey Wealth Management | 5,440 | $1.08M | 0.03% | −355−6.1% | Reduced |
| Friedenthal Financial | 5,403 | $1.07M | 0.54% | −74−1.4% | Reduced |
| Stableford Capital II LLC | 5,377 | $1.06M | 0.39% | −17−0.3% | Reduced |
| Florida Financial Advisors, LLC | 5,357 | $1.06M | 0.25% | +787+17.2% | Added |
| Diversified Trust Co | 5,343 | $1.06M | 0.02% | −4,403−45.2% | Reduced |