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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Welltower Inc. as of Jun 30, 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
1,602
+122 vs. Q1 2026
Shares held
708.7M
+35.0M (+5.2%) vs. Q1 2026
Total value
$160.7B
+$27.6B (+20.8%) vs. Q1 2026
New holders
204
672 more added
Sold out
82
487 more reduced

18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,602 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2026: $160.7B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2026.

Institutions holding WELL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Life Planners0$980.00%0Unchanged
Darwin Advisors, LLC0$1730.00%0New
Medallion Wealth Advisors, LLC1$2270.00%+1New
Highland Investment Advisors LLC1$2270.00%+1New
3 Factor Indexing, LLC2$4540.00%00.0%Unchanged
Freestone Grove Partners LP2$4540.00%+2New
Breakwater Investment Management3$6810.00%00.0%Unchanged
Game Plan Financial Advisors, LLC3$6810.00%+3New
Trifecta Capital Advisors, LLC3$6810.00%+3New
Caitong International Asset Management Co., Ltd3$6810.00%+3New
Hurley Capital, LLC3$6830.00%+3New
Cordant, Inc.3$7860.00%+3New
Trust Co4$9080.00%00.0%Unchanged
Costello Asset Management, INC4$9080.00%+4New
Hoey Investments, Inc4$9080.00%+4New
Noble Wealth Management PBC4$9080.00%+4New
Financial Gravity Companies, Inc.5$1.14K0.00%+5New
Morton Brown Family Wealth, LLC5$1.14K0.00%+5New
Mosley Wealth Management5$1.14K0.00%+5New
Spectrum Wealth Advisory Group, LLC5$1.14K0.00%+5New
Tidemark, LLC6$1.36K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC6$1.36K0.00%+6New
GoalVest Advisory LLC6$1.36K0.00%+6New
Godfrey Financial Associates, Inc.7$1.59K0.00%00.0%Unchanged
Stone House Investment Management, LLC7$1.59K0.00%+2+40.0%Added
Mascoma Wealth Management LLC8$1.82K0.00%+1+14.3%Added
Provenance Wealth Advisors, LLC8$1.82K0.00%+8New
Silicon Valley Capital Partners8$1.83K0.00%00.0%Unchanged
DecisionPoint Financial, LLC8$1.84K0.00%00.0%Unchanged
Basepoint Wealth LLC8$1.86K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.9$2.04K0.00%−239−96.4%Reduced
Cedar Mountain Advisors, LLC9$2.04K0.00%00.0%Unchanged
United Community Bank9$2.04K0.00%00.0%Unchanged
1015 Capital Partners, LLC9$2.04K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.10$2.27K0.00%00.0%Unchanged
JDM Financial Group LLC10$2.27K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.28K0.00%00.0%Unchanged
Clean Yield Group11$2.50K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC12$2.72K0.00%00.0%Unchanged
RMG Wealth Management LLC13$2.99K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC15$3.40K0.00%00.0%Unchanged
Redwood Park Advisors LLC15$3.40K0.00%00.0%Unchanged
MidFirst Bank16$3.63K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC19$3.76K0.00%00.0%Unchanged
Y.D. More Investments Ltd17$3.86K0.00%−5−22.7%Reduced
Duncker Streett & Co Inc17$3.86K0.00%00.0%Unchanged
Point Nemo Capital, LLC17$3.86K0.00%+17New
Quaker Wealth Management, LLC18$4.09K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC18$4.09K0.00%00.0%Unchanged
Davis Capital Management19$4.31K0.00%+13+216.7%Added
Halbert Hargrove Global Advisors, LLC20$4.46K0.00%+20New
SOA Wealth Advisors, LLC.4,517$4.52K0.00%−5,859−56.5%Reduced
1 North Wealth Services LLC23$5.22K0.00%+23New
Rialto Wealth Management, LLC23$5.22K0.00%+5+27.8%Added
BOK Financial Private Wealth, Inc.23$5.22K0.00%+23New
Murphy & Mullick Capital Management Corp25$5.67K0.00%+24+2,400.0%Added
Crews Bank & Trust26$5.90K0.00%00.0%Unchanged
NVWM, LLC26$5.90K0.00%+3+13.0%Added
WealthCollab, LLC29$6.58K0.00%00.0%Unchanged
NBH Bank30$6.81K0.00%+30New
TD Capital Management LLC31$7.08K0.00%00.0%Unchanged
Lodestone Wealth Management LLC32$7.26K0.00%00.0%Unchanged
DT Investment Partners, LLC32$7.26K0.00%00.0%Unchanged
Addison Advisors LLC32$7.31K0.00%−22−40.7%Reduced
Stance Capital LLC33$7.49K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$7.72K0.00%00.0%Unchanged
American Capital Advisory, LLC34$7.72K0.00%+8+30.8%Added
Millstone Evans Group, LLC34$7.72K0.00%+11+47.8%Added
TFC Financial Management34$7.74K0.00%+4+13.3%Added
Activest Wealth Management36$8.17K0.00%−5−12.2%Reduced
Investment Counsel Co of Nevada37$8.40K0.02%+37New
HighMark Wealth Management LLC39$8.85K0.00%−2−4.9%Reduced
Carolina Wealth Advisors, LLC39$8.85K0.00%00.0%Unchanged
Strategic Advocates LLC41$9.31K0.04%00.0%Unchanged
Bryn Mawr Trust Co43$9.76K0.00%−44−50.6%Reduced
Centerpoint Advisors, LLC42$10.0K0.00%00.0%Unchanged
Leonteq Securities AG45$10.2K0.00%−80−64.0%Reduced
Clark Wealth Partners45$10.2K0.01%+2+4.7%Added
Triumph Capital Management45$10.2K0.00%+4+9.8%Added
RHL Group, LLC45$10.2K0.01%+3+7.1%Added
PFS Partners, LLC49$11.1K0.00%00.0%Unchanged
Horizon Financial Services, LLC49$11.1K0.00%+8+19.5%Added
VSM Wealth Advisory, LLC50$11.3K0.00%00.0%Unchanged
ZRC Wealth Management, LLC51$11.6K0.00%00.0%Unchanged
IMG Wealth Management, Inc.52$11.8K0.01%+24+85.7%Added
Abound Wealth Management53$12.0K0.00%−56−51.4%Reduced
Aspect Partners, LLC55$12.5K0.00%−10−15.4%Reduced
Pacifica Partners Inc.54$12.7K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC57$12.9K0.01%+12+26.7%Added
Delos Wealth Advisors, LLC57$12.9K0.01%+57New
Strengthening Families & Communities, LLC58$13.2K0.00%+58New
Birchbrook, Inc.60$13.5K0.01%+1+1.7%Added
Guinness Atkinson Asset Management Inc60$13.6K0.01%00.0%Unchanged
Synergy Investment Management, LLC57$13.7K0.00%+43+307.1%Added
South State Corp.62$14.1K0.00%+8+14.8%Added
Collier Financial64$14.4K0.01%−240−78.9%Reduced
Simplex Trading, LLC67$15.2K0.00%+67New
EFG International AG68$15.4K0.00%+2+3.0%Added
Marshall Investment Management, LLC68$15.4K0.01%+68New
Mowery & Schoenfeld Wealth Management, LLC73$16.6K0.02%00.0%Unchanged