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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McDonald Partners LLC | 5,506 | $1.25M | 0.30% | +5,506 | New |
| Aprio Wealth Management, LLC | 5,611 | $1.27M | 0.06% | +740+15.2% | Added |
| Harbour Investments, Inc. | 5,626 | $1.28M | 0.02% | +130+2.4% | Added |
| Ninety One UK Ltd | 5,647 | $1.28M | 0.00% | 00.0% | Unchanged |
| CVFG LLC | 5,651 | $1.28M | 0.13% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 5,698 | $1.29M | 0.83% | −1,300−18.6% | Reduced |
| Markowski Investments | 5,720 | $1.30M | 0.29% | +5,720 | New |
| Personal Cfo Solutions, LLC | 5,728 | $1.30M | 0.19% | +737+14.8% | Added |
| Sun Life Financial INC | 5,760 | $1.31M | 0.07% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 5,808 | $1.32M | 0.93% | −249−4.1% | Reduced |
| Ellevest, Inc. | 5,830 | $1.32M | 0.16% | −93−1.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,819 | $1.32M | 0.32% | −2,288−28.2% | Reduced |
| BSW Wealth Partners | 5,831 | $1.32M | 0.15% | −186−3.1% | Reduced |
| Trustmark National Bank Trust Department | 5,872 | $1.33M | 0.08% | −57−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,904 | $1.34M | 0.09% | +2,790+89.6% | Added |
| Syon Capital LLC | 5,908 | $1.34M | 0.06% | +340+6.1% | Added |
| Dudley Capital Management, LLC | 5,950 | $1.35M | 0.54% | −75−1.2% | Reduced |
| Elevatus Welath Management | 5,967 | $1.35M | 0.33% | +5,967 | New |
| Qtron Investments LLC | 5,978 | $1.36M | 0.18% | −82−1.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,000 | $1.36M | 2.34% | +1,600+36.4% | Added |
| PeakShares LLC | 6,007 | $1.36M | 1.01% | +6,007 | New |
| Essex Financial Services, Inc. | 6,027 | $1.37M | 0.07% | +271+4.7% | Added |
| M&G Plc | 6,047 | $1.37M | 0.01% | +1,261+26.3% | Added |
| Ameritas Investment Partners, Inc. | 6,055 | $1.37M | 0.04% | −202−3.2% | Reduced |
| Pacific Sun Financial Corp | 6,063 | $1.38M | 0.57% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,183 | $1.40M | 0.05% | −661−9.7% | Reduced |
| Brookfield Asset Management Inc. | 6,233 | $1.41M | 0.00% | −300,786−98.0% | Reduced |
| Davy Global Fund Management Ltd | 6,282 | $1.43M | 0.09% | +621+11.0% | Added |
| Kesler, Norman & Wride, LLC | 6,309 | $1.43M | 0.23% | +2,680+73.8% | Added |
| Ameritas Advisory Services, LLC | 6,315 | $1.43M | 0.03% | +2,717+75.5% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $1.43M | 0.99% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,033 | $1.43M | 0.02% | +17+0.3% | Added |
| Summit Financial, LLC | 6,343 | $1.44M | 0.02% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 6,354 | $1.44M | 0.03% | +102+1.6% | Added |
| Baldwin Investment Management, LLC | 6,392 | $1.45M | 0.14% | +2,516+64.9% | Added |
| Level Four Advisory Services, LLC | 6,408 | $1.45M | 0.04% | −72−1.1% | Reduced |
| Ashton Thomas Securities, LLC | 6,242 | $1.46M | 0.22% | +1,042+20.0% | Added |
| Farmers & Merchants Investments Inc | 6,442 | $1.46M | 0.04% | +64+1.0% | Added |
| Sax Wealth Advisors, LLC | 7,417 | $1.47M | 0.06% | −142−1.9% | Reduced |
| Great Lakes Advisors, LLC | 6,478 | $1.47M | 0.01% | −335−4.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $1.48M | 0.69% | +6,500 | New |
| Ieq Capital, LLC | 6,504 | $1.48M | 0.01% | −3,019−31.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,540 | $1.48M | 0.07% | +412+6.7% | Added |
| ASR Vermogensbeheer N.V. | 6,546 | $1.49M | 0.02% | −89,876−93.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,564 | $1.49M | 0.15% | −5,570−45.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,590 | $1.50M | 0.06% | −41−0.6% | Reduced |
| Hantz Financial Services, Inc. | 6,642 | $1.51M | 0.02% | −115−1.7% | Reduced |
| Modern Wealth Management, LLC | 6,649 | $1.51M | 0.02% | +562+9.2% | Added |
| Wealthspire Advisors, LLC | 6,687 | $1.52M | 0.01% | +2,055+44.4% | Added |
| Brighton Jones LLC | 6,751 | $1.53M | 0.03% | −348−4.9% | Reduced |
| Cigna Investments Inc | 6,759 | $1.53M | 0.20% | +201+3.1% | Added |
| S&A Financial Services, Inc. | 6,768 | $1.54M | 0.94% | −199−2.9% | Reduced |
| Wealth Architects, LLC | 6,968 | $1.58M | 0.12% | +23+0.3% | Added |
| Checchi Capital Advisers, LLC | 6,998 | $1.59M | 0.10% | +29+0.4% | Added |
| Ancora Advisors, LLC | 7,005 | $1.59M | 0.03% | −374−5.1% | Reduced |
| Stiles Financial Services Inc | 7,033 | $1.60M | 0.40% | −23−0.3% | Reduced |
| Apollon Wealth Management, LLC | 7,043 | $1.60M | 0.02% | +780+12.5% | Added |
| Community Bank & Trust, Waco, Texas | 7,054 | $1.60M | 0.29% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,152 | $1.62M | 0.01% | −3,188−30.8% | Reduced |
| GTS Securities LLC | 7,188 | $1.63M | 0.03% | −3,920−35.3% | Reduced |
| Sagespring Wealth Partners, LLC | 7,338 | $1.67M | 0.03% | +447+6.5% | Added |
| Saturna Capital CORP | 7,350 | $1.67M | 0.02% | +145+2.0% | Added |
| Florida Financial Advisors, LLC | 7,353 | $1.67M | 0.28% | +1,996+37.3% | Added |
| Frec Markets, Inc. | 7,392 | $1.68M | 0.15% | +2,379+47.5% | Added |
| IHT Wealth Management, LLC | 7,489 | $1.70M | 0.04% | +1,249+20.0% | Added |
| Profund Advisors LLC | 7,576 | $1.72M | 0.05% | +92+1.2% | Added |
| Equitable Holdings, Inc. | 7,584 | $1.72M | 0.01% | −2,220−22.6% | Reduced |
| Harbor Investment Advisory, LLC | 7,613 | $1.73M | 0.12% | +1,247+19.6% | Added |
| Parallel Advisors, LLC | 7,614 | $1.73M | 0.03% | +453+6.3% | Added |
| Stephens Inc | 7,625 | $1.73M | 0.02% | −300−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 7,634 | $1.73M | 0.02% | +1,342+21.3% | Added |
| Arbor Capital Management Inc | 7,501 | $1.76M | 1.73% | −1,263−14.4% | Reduced |
| Pinebridge Investments LLC | 7,777 | $1.77M | 0.01% | +2,110+37.2% | Added |
| Prime Capital Investment Advisors, LLC | 7,851 | $1.78M | 0.02% | +1,391+21.5% | Added |
| Kornitzer Capital Management Inc | 7,900 | $1.79M | 0.04% | 00.0% | Unchanged |
| Highview Capital Management LLC | 7,981 | $1.81M | 0.52% | +243+3.1% | Added |
| Marex Group plc | 7,986 | $1.81M | 0.01% | +3,475+77.0% | Added |
| WESPAC Advisors, LLC | 7,987 | $1.81M | 0.88% | +7,987 | New |
| American National Bank | 7,992 | $1.81M | 0.15% | +594+8.0% | Added |
| Emergent Wealth Advisors, LLC | 8,069 | $1.82M | 0.95% | +122+1.5% | Added |
| IMC-Chicago, LLC | 8,055 | $1.83M | 0.02% | +8,055 | New |
| Illinois Municipal Retirement Fund | 8,084 | $1.83M | 0.02% | −17,050−67.8% | Reduced |
| Allianz SE | 8,110 | $1.84M | 0.02% | −160−1.9% | Reduced |
| VestGen Advisors, LLC | 8,144 | $1.85M | 0.05% | +148+1.9% | Added |
| Evergreen Capital Management LLC | 8,160 | $1.85M | 0.03% | −77−0.9% | Reduced |
| Smartleaf Asset Management LLC | 8,160 | $1.86M | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,278 | $1.88M | 0.07% | +265+3.3% | Added |
| IPG Investment Advisors LLC | 8,302 | $1.88M | 0.27% | +8,302 | New |
| Schnieders Capital Management, LLC. | 8,346 | $1.89M | 0.25% | +20.0% | Added |
| Sigma Planning Corp | 8,406 | $1.91M | 0.05% | −168−2.0% | Reduced |
| Clear Trail Advisors, LLC | 8,438 | $1.92M | 0.29% | +3,907+86.2% | Added |
| Summit Global Investments | 8,449 | $1.92M | 0.10% | +141+1.7% | Added |
| Trueblood Wealth Management, LLC | 8,513 | $1.93M | 0.67% | +243+2.9% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,538 | $1.94M | 0.74% | +4,248+99.0% | Added |
| Virtus Investment Advisers, Inc. | 8,582 | $1.95M | 0.45% | −1,760−17.0% | Reduced |
| AlphaCore Capital LLC | 8,651 | $1.96M | 0.04% | +2,158+33.2% | Added |
| J. Safra Sarasin Holding AG | 9,009 | $1.97M | 0.03% | −410−4.4% | Reduced |
| XTX Topco Ltd | 8,755 | $1.99M | 0.03% | −19,420−68.9% | Reduced |
| Agate Pass Investment Management, LLC | 8,785 | $1.99M | 0.74% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 8,799 | $2.00M | 0.59% | −100−1.1% | Reduced |