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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 8,824 | $2.00M | 0.02% | +1,526+20.9% | Added |
| Independent Financial Group, LLC | 8,874 | $2.01M | 0.04% | −3,869−30.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,898 | $2.02M | 0.04% | −68−0.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 8,962 | $2.03M | 0.23% | −451−4.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,018 | $2.05M | 0.55% | +32+0.4% | Added |
| Independent Advisor Alliance | 9,027 | $2.05M | 0.05% | +343+3.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,095 | $2.06M | 0.03% | +856+10.4% | Added |
| D.A. Davidson & Co. | 9,137 | $2.07M | 0.01% | −173−1.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 9,397 | $2.13M | 0.01% | +1,370+17.1% | Added |
| GF Fund Management Co. Ltd. | 9,481 | $2.15M | 0.03% | −627−6.2% | Reduced |
| Denali Advisors LLC | 9,499 | $2.16M | 0.22% | +164+1.8% | Added |
| Waterloo Capital, L.P. | 9,501 | $2.16M | 0.12% | −39−0.4% | Reduced |
| We Are One Seven, LLC | 9,549 | $2.17M | 0.04% | +591+6.6% | Added |
| RDA Financial Network | 9,586 | $2.18M | 0.47% | −1,342−12.3% | Reduced |
| American Financial Advisors, LLC | 9,594 | $2.18M | 0.26% | −257−2.6% | Reduced |
| Clearstead Advisors, LLC | 9,777 | $2.22M | 0.02% | +3,983+68.7% | Added |
| BDF-Gestion | 19,654 | $2.23M | 0.66% | +5,577+39.6% | Added |
| Mutual Advisors, LLC | 9,928 | $2.25M | 0.04% | +649+7.0% | Added |
| NFP Retirement, Inc. | 9,965 | $2.26M | 0.12% | −44−0.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $2.27M | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,931 | $2.30M | 0.06% | +407+4.3% | Added |
| Everhart Financial Group, Inc. | 10,138 | $2.30M | 0.15% | −258−2.5% | Reduced |
| Western Financial Corp | 10,140 | $2.30M | 0.67% | +187+1.9% | Added |
| Baird Financial Group, Inc. | 10,165 | $2.31M | 0.00% | +401+4.1% | Added |
| Greenleaf Trust | 10,180 | $2.31M | 0.02% | −317−3.0% | Reduced |
| Purkiss Capital Advisors LLC | 10,208 | $2.32M | 0.88% | +1,265+14.1% | Added |
| Frank, Rimerman Advisors LLC | 10,221 | $2.32M | 0.13% | +25+0.2% | Added |
| Resources Investment Advisors, LLC. | 10,280 | $2.33M | 0.02% | −778−7.0% | Reduced |
| Fig Financial Advisory Services Inc | 10,365 | $2.35M | 1.38% | +4,012+63.2% | Added |
| Integrated Wealth Concepts LLC | 10,374 | $2.35M | 0.02% | −210−2.0% | Reduced |
| Prospera Financial Services Inc | 10,400 | $2.36M | 0.03% | −1,529−12.8% | Reduced |
| Atomi Financial Group, Inc. | 10,460 | $2.37M | 0.06% | +431+4.3% | Added |
| Gerald Baker Financial Group LLC | 10,493 | $2.38M | 0.68% | +27+0.3% | Added |
| Ballentine Partners, LLC | 10,536 | $2.39M | 0.03% | −69−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 10,721 | $2.43M | 0.00% | −199,607−94.9% | Reduced |
| Welch Group, LLC | 10,731 | $2.44M | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,829 | $2.46M | 0.06% | −308−2.8% | Reduced |
| Hartford Funds Management Co LLC | 10,891 | $2.47M | 0.20% | +231+2.2% | Added |
| Quantitative Investment Management, LLC | 10,943 | $2.48M | 0.27% | +6,135+127.6% | Added |
| Csenge Advisory Group | 11,091 | $2.52M | 0.10% | +11,091 | New |
| Advisory Services Network, LLC | 11,244 | $2.55M | 0.03% | +7,399+192.4% | Added |
| Tema ETFs LLC | 11,250 | $2.55M | 0.08% | +1,015+9.9% | Added |
| Contravisory Investment Management, Inc. | 11,263 | $2.56M | 0.45% | +246+2.2% | Added |
| Wesbanco Bank Inc | 11,456 | $2.60M | 0.06% | −643−5.3% | Reduced |
| Ossiam | 11,533 | $2.62M | 0.03% | +2,055+21.7% | Added |
| High Point Wealth Management, LLC | 11,535 | $2.62M | 2.14% | +423+3.8% | Added |
| Anchor Bay Capital, Inc. | 11,393 | $2.68M | 1.45% | +11,393 | New |
| Davenport & Co LLC | 11,936 | $2.71M | 0.01% | +1,058+9.7% | Added |
| J.W. Cole Advisors, Inc. | 12,058 | $2.74M | 0.05% | −120−1.0% | Reduced |
| Bailard, Inc. | 12,098 | $2.75M | 0.06% | +2,296+23.4% | Added |
| LDR Capital Management LLC | 12,276 | $2.79M | 3.22% | −125−1.0% | Reduced |
| Old Second National Bank of Aurora | 12,363 | $2.81M | 0.53% | −1,372−10.0% | Reduced |
| Park Edge Advisors, LLC | 12,381 | $2.81M | 0.60% | +6,930+127.1% | Added |
| Penserra Capital Management LLC | 12,394 | $2.81M | 0.02% | +5,921+91.5% | Added |
| Huntington National Bank | 12,389 | $2.81M | 0.01% | +2,492+25.2% | Added |
| NTV Asset Management LLC | 12,592 | $2.86M | 0.28% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,934 | $2.94M | 0.01% | +3,698+40.0% | Added |
| RSM US Wealth Management LLC | 13,006 | $2.95M | 0.03% | +215+1.7% | Added |
| Walleye Trading LLC | 13,048 | $2.96M | 0.04% | +2,887+28.4% | Added |
| Coldstream Capital Management Inc | 13,091 | $2.97M | 0.04% | −2,813−17.7% | Reduced |
| Garrison Bradford & Associates Inc | 13,126 | $2.98M | 3.23% | −150−1.1% | Reduced |
| Group One Trading, L.P. | 13,235 | $3.00M | 0.09% | −4,546−25.6% | Reduced |
| Savvy Advisors, Inc. | 13,261 | $3.01M | 0.06% | +1,642+14.1% | Added |
| Farther Finance Advisors, LLC | 13,408 | $3.04M | 0.02% | +2,124+18.8% | Added |
| Verde Capital Management | 13,469 | $3.06M | 0.57% | −567−4.0% | Reduced |
| Sarasin & Partners LLP | 13,657 | $3.10M | 0.04% | −3,784−21.7% | Reduced |
| Banque Cantonale Vaudoise | 13,663 | $3.10M | 0.12% | −14,745−51.9% | Reduced |
| Triglav Skladi, D.O.O. | 13,666 | $3.10M | 0.16% | −1,200−8.1% | Reduced |
| Advance Capital Management, Inc. | 13,722 | $3.11M | 0.10% | −33−0.2% | Reduced |
| Twin Capital Management Inc | 13,734 | $3.12M | 0.34% | +1,985+16.9% | Added |
| Simon Quick Advisors, LLC | 13,768 | $3.12M | 0.13% | −73−0.5% | Reduced |
| GLOBALT Investments LLC | 13,771 | $3.13M | 0.11% | +645+4.9% | Added |
| O'Rourke & Company, Inc | 13,961 | $3.17M | 1.11% | +37+0.3% | Added |
| Plato Investment Management Ltd | 14,060 | $3.17M | 0.18% | +5,113+57.1% | Added |
| James Investment Research Inc | 14,049 | $3.19M | 0.32% | +3,953+39.2% | Added |
| Change Path, LLC | 14,109 | $3.20M | 0.07% | +268+1.9% | Added |
| Nations Financial Group Inc, | 14,115 | $3.20M | 0.15% | −9−0.1% | Reduced |
| Signaturefd, LLC | 14,174 | $3.22M | 0.04% | +400+2.9% | Added |
| Glenmede Trust Co NA | 14,271 | $3.24M | 0.01% | +868+6.5% | Added |
| RMR Wealth Builders | 14,308 | $3.25M | 0.20% | +14,308 | New |
| Sumitomo Life Insurance Co | 14,344 | $3.26M | 0.05% | −829−5.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 14,360 | $3.26M | 0.22% | −25−0.2% | Reduced |
| Global Retirement Partners, LLC | 14,473 | $3.28M | 0.05% | +14,473 | New |
| CAPROCK Group, Inc. | 14,624 | $3.32M | 0.06% | +3,464+31.0% | Added |
| Brant Point Investment Management LLC | 15,014 | $3.41M | 0.76% | −9,500−38.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,170 | $3.44M | 0.09% | +1,359+9.8% | Added |
| Tower Research Capital LLC (TRC) | 15,267 | $3.47M | 0.08% | −26,735−63.7% | Reduced |
| Entropy Technologies, LP | 15,468 | $3.51M | 0.14% | +15,468 | New |
| Ilmarinen Mutual Pension Insurance Co | 15,500 | $3.52M | 0.02% | −10,000−39.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,694 | $3.56M | 0.12% | +1,244+8.6% | Added |
| Pensionmark Financial Group, LLC | 17,975 | $3.60M | 0.06% | −177−1.0% | Reduced |
| Capital Investment Advisors, LLC | 15,898 | $3.61M | 0.05% | −1,055−6.2% | Reduced |
| Grimes & Company, Inc. | 15,957 | $3.62M | 0.08% | +3,279+25.9% | Added |
| Private Advisor Group, LLC | 16,063 | $3.65M | 0.02% | −7,290−31.2% | Reduced |
| Impax Asset Management Group plc | 16,081 | $3.65M | 0.02% | −1,108−6.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,200 | $3.68M | 0.23% | +234+1.5% | Added |
| Liberty Capital Management, Inc. | 16,257 | $3.69M | 0.63% | +16,257 | New |
| Centaurus Financial, Inc. | 16,460 | $3.74M | 0.15% | +736+4.7% | Added |
| Arkadios Wealth Advisors | 16,507 | $3.75M | 0.06% | −728−4.2% | Reduced |
| Summit Trail Advisors, LLC | 16,508 | $3.75M | 0.05% | −66−0.4% | Reduced |