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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.

Q2 2026 vs. Q1 2026

How the institutions holding Welltower Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WELL: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,498181,602+122
Shares674.7M1.04M708.7M+35.0M (+5.2%)
Value$133.3B$205.8M$160.7B+$27.6B (+20.8%)

18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (204)

Institutions that held Welltower Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 204 by value.

Institutions new to WELL in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank18,146,984$4.12B0.41%
Jupiter Topco LLC874,893$198.5M0.08%
Nykredit A/S324,783$73.7M0.28%
Oddo BHF Asset Management SAS115,936$26.3M1.22%
Bahl & Gaynor Inc101,622$23.1M0.11%
Moore Capital Management, LP90,277$20.5M0.47%
Arrowstreet Capital, Limited Partnership78,081$17.7M0.01%
Hamilton Wealth, LLC53,352$12.1M2.22%
Bellars Harris Wealth Management, LLC46,790$10.6M2.16%
Clearbridge Investments, LLC40,305$9.15M0.01%
Arini Captial Management Ltd40,000$9.08M0.93%
Lombard Odier Asset Management (Switzerland) SA39,690$9.01M0.29%
Cinctive Capital Management LP28,380$6.44M0.26%
Pinnbrook Capital Management LP25,500$5.79M0.96%
Dockside LLC23,680$5.37M1.26%
Steel Peak Wealth Management LLC17,697$4.02M0.11%
Liberty Capital Management, Inc.16,257$3.69M0.63%
Entropy Technologies, LP15,468$3.51M0.14%
Global Retirement Partners, LLC14,473$3.28M0.05%
RMR Wealth Builders14,308$3.25M0.20%
Anchor Bay Capital, Inc.11,393$2.68M1.45%
Csenge Advisory Group11,091$2.52M0.10%
IPG Investment Advisors LLC8,302$1.88M0.27%
IMC-Chicago, LLC8,055$1.83M0.02%
WESPAC Advisors, LLC7,987$1.81M0.88%
Mitsubishi UFJ Asset Management (UK) Ltd.6,500$1.48M0.69%
PeakShares LLC6,007$1.36M1.01%
Elevatus Welath Management5,967$1.35M0.33%
Markowski Investments5,720$1.30M0.29%
McDonald Partners LLC5,506$1.25M0.30%
Sapient Capital LLC4,922$1.12M0.01%
Proficio Capital Partners LLC4,862$1.10M0.04%
Caisse des Depots Et Consignations3,563$808.7K0.01%
Hamrick Investment Counsel, llc3,340$758.1K0.50%
Cannon Advisors, Inc.3,155$744.6K0.45%
MOR Wealth Management, LLC2,969$673.9K0.27%
Money Concepts Capital Corp2,770$628.7K0.03%
Ausdal Financial Partners, Inc.2,717$616.7K0.02%
ZWJ Investment Counsel Inc2,683$609.0K0.02%
Brown Miller Wealth Management, LLC2,682$608.8K0.15%
IFG Advisory, LLC2,508$569.3K0.02%
Severin Investments, LLC2,329$528.5K0.40%
Parkwoods Wealth Partners, LLC2,306$523.3K0.08%
Mission Financial Group, LLC2,211$501.8K0.42%
Third View Private Wealth, LLC2,210$501.6K0.06%
Itau Unibanco Holding S.A.2,166$491.6K0.01%
Accent Capital Management, LLC2,158$489.8K0.21%
Sagewood Asset Management LP2,048$464.8K0.11%
SMART Wealth LLC2,010$456.3K0.10%
Colter Lewis Investment Partners LLC2,000$453.9K0.20%
Sompo Asset Management Co., Ltd.1,810$410.8K0.07%
Diversify Advisory Services, LLC1,571$390.2K0.01%
Edmond de Rothschild Holding S.A.1,696$384.9K0.01%
Donaldson Capital Management, LLC1,676$380.4K0.01%
Fulton Bank, N.A.1,670$379.0K0.01%
True North Advisors, LLC1,549$351.6K0.03%
New Covenant Trust Company, N.A.1,540$349.5K0.26%
Avantra Family Wealth, Inc.1,520$345.0K0.22%
Jackson Thornton Asset Management, LLC1,433$325.2K0.03%
InTrack Investment Management Inc1,420$322.3K0.16%
Welch & Forbes LLC1,380$313.2K0.00%
McGowan Group Asset Management, Inc.1,370$310.9K0.04%
LeConte Wealth Management, LLC1,316$298.8K0.16%
49 Wealth Management, LLC1,305$296.3K0.06%
Alongside, LLC1,305$296.3K0.06%
Mission Wealth Management, LP1,267$287.7K0.00%
VisionPoint Advisory Group, LLC1,220$276.9K0.05%
Bennett Associates Wealth Management1,203$273.0K0.17%
Basso Capital Management, L.P.1,193$270.8K0.07%
Vantus Wealth LLC1,192$270.5K0.15%
Symphony Financial, Ltd. Co.1,187$269.6K0.03%
TritonPoint Partners, LLC1,171$265.7K0.02%
Haverford Trust Co1,157$262.6K0.00%
Victory Financial Group, LLC1,107$251.3K0.03%
Centiva Capital, LP1,094$248.3K0.01%
Storgate, LLC1,088$246.9K0.05%
Klingman & Associates, LLC1,076$244.2K0.01%
Power Wealth Management LLC1,076$244.2K0.08%
Collaborative Fund Advisors, LLC1,076$244.2K0.14%
Verus Capital Partners, LLC1,070$242.9K0.01%
Nicolet Bankshares Inc1,036$241.2K0.01%
WealthTrust Asset Management, LLC1,058$240.2K0.13%
Intelligence Driven Advisers, LLC1,055$239.4K0.04%
Monticello Wealth Management, LLC1,042$236.5K0.01%
Magnus Financial Group LLC1,040$236.0K0.02%
Mayflower Financial Advisors, LLC1,039$235.8K0.02%
Stonebridge Financial Group, LLC1,038$235.0K0.03%
First National Bank of Omaha1,000$227.7K0.01%
Community Trust & Investment Co1,000$227.0K0.01%
Provident Investment Management, Inc.1,000$227.0K0.02%
Fortem Financial Group, LLC1,000$227.0K0.05%
Mill Capital Management, LLC1,000$227.0K0.02%
Legacy Financial Independent Advisors LLC1,000$227.0K0.11%
Ballast, Inc.992$225.2K0.04%
Beacon Financial Advisory LLC990$224.7K0.04%
Yoffe Investment Management, LLC989$224.5K0.26%
Samara Investment Management, LLC989$224.5K0.21%
S-Bank Fund Management Ltd984$223.3K0.03%
Hengehold Capital Management LLC981$222.7K0.02%
David R. Rahn & Associates Inc.980$222.4K0.05%

Sold out (82)

Institutions that held Welltower Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of WELL in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Commonwealth of Pennsylvania Public School Empls Retrmt Sys475,209$94.0M
Hudson Bay Capital Management LP235,296$46.5M
Alyeska Investment Group, L.P.139,764$27.6M
Mizuho Markets Cayman LP67,061$13.3M
ExodusPoint Capital Management, LP66,207$13.1M
HBK Investments L P62,515$12.4M
Quadrature Capital Ltd49,122$9.71M
DuPont Capital Management Corp41,770$8.26M
Beck Capital Management, LLC33,965$6.72M
Verition Fund Management LLC31,171$6.16M
Taproot Management LP25,993$5.14M
L & S Advisors Inc21,547$4.26M
Quadrant Capital Group LLC18,689$3.70M
Edgestream Partners, L.P.17,991$3.56M
Nearwater Capital Markets, Ltd14,600$2.89M
Patton Fund Management, Inc.12,428$2.46M
iA Global Asset Management Inc.12,143$2.40M
Banque Pictet & Cie SA10,671$2.11M
Parallax Volatility Advisers, L.P.9,625$1.99M
Jump Financial, LLC9,282$1.84M
Banco BTG Pactual S.A.9,166$1.81M
Colony Capital, Inc.6,850$1.35M
RiverFront Investment Group, LLC6,239$1.23M
Evolve Private Wealth, LLC5,595$1.11M
Friedenthal Financial5,403$1.07M
Y-Intercept (Hong Kong) Ltd4,673$923.9K
Bard Associates Inc4,277$845.6K
Donoghue Forlines LLC3,879$766.9K
Golden State Equity Partners3,379$668.1K
Sageworth Trust Co2,976$588.4K
World Equity Group, Inc.2,751$543.9K
Two Sigma Securities, LLC2,717$537.2K
NorthCrest Asset Manangement, LLC2,514$508.6K
Evoke Wealth, LLC2,423$479.1K
Jane Street Group, LLC2,331$460.9K
Beese Fulmer Investment Management, Inc.2,142$423.4K
Engineers Gate Manager LP2,029$401.2K
Old Mission Capital LLC1,914$378.4K
Capstone Wealth Management Group, LLC1,450$286.7K
Capital CS Group, LLC1,330$263.0K
Stonebridge Capital Advisors LLC1,288$254.7K
Campbell & CO Investment Adviser LLC1,248$246.7K
DV Trading LLC1,200$237.3K
Insigneo Advisory Services, LLC1,162$229.7K
Fox Run Management, L.L.C.1,172$228.9K
Greenwich Wealth Management LLC1,081$214.0K
West Michigan Advisors, LLC1,079$213.3K
111 Capital1,055$208.6K
Reuter James Wealth Management, LLC1,050$207.6K
Intrua Financial, LLC1,041$205.8K
Zacks Investment Management1,038$205.2K
Blueshift Asset Management, LLC1,017$201.1K
Opal Wealth Advisors, LLC704$139.2K
Elequin Capital LP702$138.8K
Twin Peaks Wealth Advisors, LLC658$130.1K
Wall Street Financial Group, Inc.564$111.5K
Capula Management Ltd549$108.5K
Intentional Wealth Strategies, LLC395$78.1K
RWM Asset Management, LLC335$66.2K
Global Assets Advisory, LLC270$53.4K
Root Financial Partners, LLC217$42.9K
Wealth Preservation Advisors, LLC150$29.7K
Scarborough Advisors, LLC148$29.3K
Burkett Financial Services, LLC147$29.1K
Sound Income Strategies, LLC137$27.3K
Sachetta, LLC133$26.3K
Global Wealth Strategies & Associates97$19.2K
REAP Financial Group, LLC75$14.8K
Johnson Financial Group, Inc.47$9.29K
Operose Advisors LLC44$8.70K
Clayton Financial Group LLC35$6.92K
Legacy Wealth Managment, LLC28$5.54K
Portus Wealth Advisors, LLC25$4.94K
Richardson Capital Management LLC21$4.15K
Washington Trust Advisors, Inc.14$2.77K
1620 Investment Advisors, Inc.9$1.88K
TopTier Wealth Management, LLC9$1.78K
Vision Retirement, LLC5$989
Pittenger & Anderson Inc3$594
Napier Financial, LLC2$395
Toth Financial Advisory Corp1$198
Innovative Asset Advisors Group, LLC1$198

Not filed for Q2 2026 yet (18)

Institutions that held Welltower Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC898,586$177.7M
CWM, LLC55,856$11.0M
U.S. Capital Wealth Advisors, LLC53,806$10.6M
Skopos Labs, Inc.16,015$3.17M
Journey Strategic Wealth LLC4,350$860.0K
First Affirmative Financial Network3,273$647.2K
GM Advisory Group, Inc.2,187$432.4K
Leo Wealth, LLC1,975$390.5K
Jaffetilchin Investment Partners, LLC1,597$315.6K
Jackson Hole Capital Partners, LLC1,235$244.2K
Arcadia Investment Management Corp1,103$218.1K
Sunbelt Securities, Inc.244$48.3K
McIlrath & Eck, LLC184$36.4K
Red Tortoise LLC81$16.0K
Anfield Capital Management, LLC14$2.77K
Sofos Investments, Inc.5$989
USA Financial Portformulas Corp4$791
My Portfolio Guide, LLC3$593