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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 5,269 | $1.04M | 0.42% | +17+0.3% | Added |
| Fidelis Capital Partners, LLC | 5,268 | $1.04M | 0.07% | +125+2.4% | Added |
| Ashton Thomas Securities, LLC | 5,200 | $1.03M | 0.13% | −19−0.4% | Reduced |
| Sara-Bay Financial | 5,135 | $1.02M | 0.31% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,121 | $1.01M | 0.21% | +94+1.9% | Added |
| Perigon Wealth Management, LLC | 5,120 | $1.01M | 0.02% | −1,481−22.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,113 | $1.01M | 0.09% | +125+2.5% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $1.00M | 0.58% | +5,060 | New |
| Premier Path Wealth Partners, LLC | 5,047 | $997.9K | 0.13% | +418+9.0% | Added |
| Frec Markets, Inc. | 5,013 | $991.1K | 0.17% | +1,638+48.5% | Added |
| Personal Cfo Solutions, LLC | 4,991 | $986.9K | 0.14% | +1,106+28.5% | Added |
| Legacy Wealth Asset Management, LLC | 4,985 | $985.6K | 0.24% | +151+3.1% | Added |
| Finward Bancorp | 4,971 | $982.8K | 0.79% | −125−2.5% | Reduced |
| LongView Wealth Management | 4,647 | $980.5K | 0.25% | −46−1.0% | Reduced |
| Monetary Management Group Inc | 4,925 | $973.7K | 0.23% | −425−7.9% | Reduced |
| Geneos Wealth Management Inc. | 4,921 | $972.9K | 0.02% | −161−3.2% | Reduced |
| Aprio Wealth Management, LLC | 4,871 | $963.0K | 0.05% | +936+23.8% | Added |
| Investment Advisory Group, LLC | 4,817 | $952.4K | 0.24% | −103−2.1% | Reduced |
| Quantitative Investment Management, LLC | 4,808 | $950.0K | 0.10% | −3,061−38.9% | Reduced |
| M&G Plc | 4,786 | $947.6K | 0.00% | +34+0.7% | Added |
| Capital Square, LLC | 4,538 | $947.4K | 0.44% | −1,037−18.6% | Reduced |
| Dodds Wealth, LLC | 4,748 | $938.7K | 0.23% | −1,269−21.1% | Reduced |
| PDS Planning, Inc | 4,713 | $931.7K | 0.06% | +135+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,673 | $923.9K | 0.02% | −5,629−54.6% | Reduced |
| Lederer & Associates Investment Counsel | 4,649 | $919.0K | 0.65% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,647 | $918.8K | 0.26% | +4,647 | New |
| Wealthspire Advisors, LLC | 4,632 | $915.8K | 0.01% | −788−14.5% | Reduced |
| SJS Investment Consulting Inc. | 4,604 | $910.2K | 0.11% | −468−9.2% | Reduced |
| First American Trust, FSB | 4,593 | $908.0K | 0.06% | +71+1.6% | Added |
| Clear Trail Advisors, LLC | 4,531 | $895.8K | 0.15% | +2,892+176.4% | Added |
| Marex Group plc | 4,511 | $891.9K | 0.01% | +1,709+61.0% | Added |
| Fulcrum Capital LLC | 4,483 | $886.3K | 0.19% | −51−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 4,480 | $885.7K | 0.03% | 00.0% | Unchanged |
| Midwest Trust Co | 4,436 | $877.0K | 0.01% | −138−3.0% | Reduced |
| IFP Advisors, Inc | 4,434 | $876.6K | 0.02% | +226+5.4% | Added |
| Tower Bridge Advisors | 4,425 | $874.9K | 0.08% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 4,400 | $869.9K | 1.46% | −1,700−27.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,397 | $869.3K | 0.09% | +35+0.8% | Added |
| Ingalls & Snyder LLC | 4,395 | $869.0K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,386 | $867.2K | 0.06% | −491−10.1% | Reduced |
| Alteri Wealth LLC | 4,385 | $866.9K | 0.28% | −28−0.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,091 | $863.2K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,355 | $861.0K | 0.22% | +617+16.5% | Added |
| Journey Strategic Wealth LLC | 4,350 | $860.0K | 0.02% | +1,306+42.9% | Added |
| AA Financial Advisors, LLC | 4,344 | $858.9K | 0.12% | +506+13.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,290 | $848.2K | 0.39% | −10.0% | Reduced |
| Bard Associates Inc | 4,277 | $845.6K | 0.21% | −155−3.5% | Reduced |
| Custom Index Systems, LLC | 4,266 | $843.4K | 0.37% | −1,078−20.2% | Reduced |
| LRI Investments, LLC | 4,220 | $834.3K | 0.07% | −279−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,142 | $832.2K | 0.02% | +37+0.9% | Added |
| Panoramic Investment Advisors, LLC | 4,204 | $831.2K | 0.45% | −48−1.1% | Reduced |
| Balboa Wealth Partners | 4,181 | $826.5K | 0.14% | +734+21.3% | Added |
| Associated Banc-Corp | 4,174 | $825.2K | 0.02% | +8+0.2% | Added |
| St Germain D J Co Inc | 4,159 | $822.3K | 0.03% | −107−2.5% | Reduced |
| Tuttle Tactical Management | 4,112 | $813.0K | 1.34% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,102 | $811.0K | 0.00% | +631+18.2% | Added |
| Integrated Advisors Network LLC | 4,094 | $809.4K | 0.04% | −797−16.3% | Reduced |
| River Street Advisors LLC | 4,073 | $805.3K | 0.27% | +230+6.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,059 | $803.0K | 0.24% | −265−6.1% | Reduced |
| HBK Sorce Advisory LLC | 3,734 | $801.3K | 0.02% | +350+10.3% | Added |
| Prosperity Consulting Group, LLC | 4,050 | $800.7K | 0.04% | +338+9.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,040 | $798.7K | 0.06% | +552+15.8% | Added |
| Johnson Investment Counsel Inc | 4,037 | $798.2K | 0.01% | −1,756−30.3% | Reduced |
| Bull Harbor Capital LLC | 4,028 | $796.4K | 0.21% | +4,028 | New |
| Manske Wealth Management | 4,025 | $795.9K | 0.22% | −125−3.0% | Reduced |
| Souders Financial Advisors | 4,016 | $794.1K | 0.09% | +347+9.5% | Added |
| Caldwell Sutter Capital, Inc. | 4,014 | $793.6K | 0.32% | +387+10.7% | Added |
| Beto Financial Group, LLC | 3,722 | $792.6K | 0.46% | +28+0.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,981 | $787.1K | 0.03% | −2,559−39.1% | Reduced |
| Valued Retirements, Inc. | 3,972 | $785.4K | 0.77% | +484+13.9% | Added |
| Churchill Financial Advisors, LLC | 3,970 | $784.9K | 0.16% | −125−3.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $781.0K | 0.26% | +400+11.3% | Added |
| Saiph Capital, LLC | 3,949 | $780.8K | 0.30% | +3,949 | New |
| Silver Oak Securities, Inc | 3,922 | $775.5K | 0.06% | +710+22.1% | Added |
| Comprehensive Money Management Services LLC | 3,921 | $775.2K | 0.51% | +45+1.2% | Added |
| Glenview Trust Co | 3,902 | $771.5K | 0.01% | +2+0.1% | Added |
| 180 Wealth Advisors, LLC | 3,889 | $769.0K | 0.09% | −14−0.4% | Reduced |
| Donoghue Forlines LLC | 3,879 | $766.9K | 0.21% | −9,544−71.1% | Reduced |
| Baldwin Investment Management, LLC | 3,876 | $766.3K | 0.09% | −200−4.9% | Reduced |
| Advisory Services Network, LLC | 3,845 | $760.3K | 0.01% | +485+14.4% | Added |
| Southland Equity Partners LLC | 3,843 | $759.8K | 0.15% | −104−2.6% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,834 | $758.1K | 0.00% | +3,834 | New |
| TD Private Client Wealth LLC | 3,834 | $758.0K | 0.02% | +645+20.2% | Added |
| Madden Advisory Services, Inc. | 3,810 | $753.3K | 0.30% | −1,048−21.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,797 | $750.5K | 0.01% | −10−0.3% | Reduced |
| Simplicity Wealth,LLC | 3,736 | $738.6K | 0.04% | +236+6.7% | Added |
| Driehaus Capital Management LLC | 3,734 | $738.2K | 0.01% | +1,212+48.1% | Added |
| Dogwood Wealth Management LLC | 3,726 | $736.7K | 0.32% | −380−9.3% | Reduced |
| L2 Asset Management, LLC | 3,709 | $733.3K | 0.07% | +250+7.2% | Added |
| Rehmann Capital Advisory Group | 3,642 | $720.2K | 0.04% | −470−11.4% | Reduced |
| CX Institutional | 3,637 | $719.0K | 0.02% | +138+3.9% | Added |
| Family Wealth Partners, LLC | 3,630 | $717.5K | 0.24% | +63+1.8% | Added |
| Kesler, Norman & Wride, LLC | 3,629 | $717.3K | 0.12% | +3,629 | New |
| Flputnam Investment Management Co | 3,625 | $716.8K | 0.01% | +72+2.0% | Added |
| Panagora Asset Management Inc | 3,625 | $716.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,603 | $712.4K | 0.02% | −12−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,598 | $711.3K | 0.03% | −119−3.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,593 | $710.5K | 0.21% | −4,682−56.6% | Reduced |
| Van Hulzen Asset Management, LLC | 3,567 | $705.3K | 0.05% | +6+0.2% | Added |
| Peak Planning Group, LLC | 3,540 | $700.0K | 0.19% | −22−0.6% | Reduced |