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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 16,804 | $3.81M | 0.06% | −14,802−46.8% | Reduced |
| Wahed Invest LLC | 16,826 | $3.82M | 0.40% | −517−3.0% | Reduced |
| Harvest Investment Services, LLC | 16,911 | $3.84M | 0.59% | −2,243−11.7% | Reduced |
| Principal Securities, Inc. | 16,941 | $3.85M | 0.05% | +435+2.6% | Added |
| Ritholtz Wealth Management | 17,040 | $3.87M | 0.06% | +6,384+59.9% | Added |
| Everence Capital Management Inc | 17,153 | $3.89M | 0.20% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 17,176 | $3.90M | 0.33% | +1,881+12.3% | Added |
| Canada Post Corp Registered Pension Plan | 17,339 | $3.94M | 0.14% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,385 | $3.95M | 0.02% | −6,071−25.9% | Reduced |
| Morangie Management LLC | 17,435 | $3.96M | 3.29% | +284+1.7% | Added |
| Oppenheimer & Co Inc | 17,619 | $4.00M | 0.04% | −170−1.0% | Reduced |
| Summit Place Financial Advisors, LLC | 17,666 | $4.01M | 1.76% | −1,430−7.5% | Reduced |
| Steel Peak Wealth Management LLC | 17,697 | $4.02M | 0.11% | +17,697 | New |
| Nilsine Partners, LLC | 17,946 | $4.07M | 0.28% | −162−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 17,952 | $4.07M | 0.15% | −218−1.2% | Reduced |
| Lincluden Management Ltd | 17,970 | $4.08M | 0.40% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 18,014 | $4.09M | 0.24% | +403+2.3% | Added |
| Bessemer Group Inc | 18,394 | $4.17M | 0.01% | +1,656+9.9% | Added |
| Allworth Financial LP | 18,436 | $4.18M | 0.02% | −1,823−9.0% | Reduced |
| HB Wealth Management, LLC | 18,444 | $4.19M | 0.02% | +584+3.3% | Added |
| Kinneret Advisory, LLC | 18,451 | $4.19M | 0.34% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18,496 | $4.20M | 0.16% | +1,968+11.9% | Added |
| YHB Investment Advisors, Inc. | 18,819 | $4.27M | 0.27% | +635+3.5% | Added |
| FJ Capital Management LLC | 19,095 | $4.33M | 0.56% | −182−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 19,106 | $4.34M | 0.02% | +190+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,257 | $4.37M | 0.02% | +9,509+97.5% | Added |
| Chesley Taft & Associates LLC | 19,540 | $4.43M | 0.17% | +205+1.1% | Added |
| Hilton Capital Management, LLC | 19,653 | $4.46M | 0.30% | +1,216+6.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,790 | $4.49M | 0.02% | +1,376+7.5% | Added |
| Fifth Third Wealth Advisors LLC | 19,813 | $4.50M | 0.13% | +840+4.4% | Added |
| Sequoia Financial Advisors, LLC | 19,901 | $4.52M | 0.02% | +424+2.2% | Added |
| Great Diamond Partners, LLC | 19,910 | $4.52M | 0.78% | +74+0.4% | Added |
| Bleichroeder LP | 20,000 | $4.54M | 0.81% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,758 | $4.56M | 0.16% | −171−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 20,305 | $4.61M | 0.02% | +3,900+23.8% | Added |
| North Dakota State Investment Board | 20,447 | $4.64M | 0.19% | +527+2.6% | Added |
| Asset Planning,Inc | 20,453 | $4.64M | 3.01% | +345+1.7% | Added |
| Portfolio Design Labs, LLC | 20,560 | $4.67M | 0.77% | +59+0.3% | Added |
| Retirement Management Systems Inc. | 20,729 | $4.70M | 0.96% | +2,524+13.9% | Added |
| Savant Capital, LLC | 21,653 | $4.71M | 0.01% | +13,633+170.0% | Added |
| Laird Norton Trust Company, LLC | 20,808 | $4.72M | 0.09% | +1,572+8.2% | Added |
| Argentarii, LLC | 20,987 | $4.74M | 1.43% | −129−0.6% | Reduced |
| Spinnaker Trust | 21,000 | $4.77M | 0.23% | −380−1.8% | Reduced |
| MUFG Securities Americas Inc. | 21,261 | $4.83M | 0.25% | +1,954+10.1% | Added |
| V-Square Quantitative Management LLC | 21,261 | $4.83M | 0.46% | +2,386+12.6% | Added |
| Raiffeisen Bank International AG | 21,369 | $4.87M | 0.06% | +4,066+23.5% | Added |
| Park Avenue Securities LLC | 21,771 | $4.94M | 0.03% | −2,018−8.5% | Reduced |
| Boston Family Office LLC | 22,400 | $5.08M | 0.31% | −691−3.0% | Reduced |
| Rice Partnership, LLC | 22,411 | $5.09M | 0.62% | +4,336+24.0% | Added |
| Romano Brothers and Company | 22,570 | $5.12M | 0.52% | −310−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,633 | $5.14M | 0.06% | +307+1.4% | Added |
| United Capital Financial Advisers, LLC | 22,702 | $5.15M | 0.03% | +314+1.4% | Added |
| DRW Securities, LLC | 22,846 | $5.19M | 0.31% | −16,776−42.3% | Reduced |
| Assenagon Asset Management S.A. | 22,863 | $5.19M | 0.01% | −1,122−4.7% | Reduced |
| Northeast Investment Management | 23,016 | $5.22M | 0.19% | +16,454+250.7% | Added |
| Brentview Investment Management LLC | 23,070 | $5.24M | 2.07% | +628+2.8% | Added |
| Brown Advisory Inc | 23,295 | $5.29M | 0.01% | +616+2.7% | Added |
| Westover Capital Advisors, LLC | 23,389 | $5.31M | 0.88% | −82−0.3% | Reduced |
| Perpetual Ltd | 23,510 | $5.34M | 0.08% | +1,094+4.9% | Added |
| E. Ohman J:or Asset Management AB | 23,555 | $5.35M | 0.12% | −5,830−19.8% | Reduced |
| D L Carlson Investment Group Inc | 23,666 | $5.37M | 0.86% | −6,562−21.7% | Reduced |
| Dockside LLC | 23,680 | $5.37M | 1.26% | +23,680 | New |
| Bayhunt Capital LLC | 29,003 | $5.38M | 6.98% | −28,668−49.7% | Reduced |
| Ostrum Asset Management | 23,782 | $5.40M | 0.26% | −1,649−6.5% | Reduced |
| Ascent Group, LLC | 23,986 | $5.44M | 0.16% | +921+4.0% | Added |
| Concurrent Investment Advisors, LLC | 24,143 | $5.48M | 0.05% | +1,556+6.9% | Added |
| Gamco Investors, Inc. Et Al | 24,173 | $5.49M | 0.05% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,200 | $5.49M | 0.27% | +635+2.7% | Added |
| Benjamin Edwards Inc | 24,629 | $5.59M | 0.05% | +5,455+28.4% | Added |
| First Pacific Financial | 24,992 | $5.67M | 0.68% | −1,283−4.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 25,000 | $5.67M | 0.77% | −25,000−50.0% | Reduced |
| CSM Advisors, LLC | 25,076 | $5.69M | 0.12% | −45−0.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 25,107 | $5.70M | 0.81% | −1,450−5.5% | Reduced |
| B&I Capital AG | 25,325 | $5.75M | 12.68% | −151,033−85.6% | Reduced |
| Spire Wealth Management | 25,459 | $5.78M | 0.17% | −20.0% | Reduced |
| Pinnbrook Capital Management LP | 25,500 | $5.79M | 0.96% | +25,500 | New |
| Commerce Bank | 25,712 | $5.84M | 0.03% | −1,351−5.0% | Reduced |
| Walter Public Investments Inc. | 25,895 | $5.88M | 1.41% | +22,895+763.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,066 | $5.92M | 0.35% | −61−0.2% | Reduced |
| TIAA Wealth Investment Management LLC | 26,163 | $5.94M | 0.04% | −2,834−9.8% | Reduced |
| Hamilton Capital Partners Inc. | 26,452 | $6.00M | 0.17% | +1,800+7.3% | Added |
| Red Cedar Investment Management, LLC | 26,713 | $6.06M | 0.57% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 35,700 | $6.08M | 0.09% | +5,261+17.3% | Added |
| Gladstone Institutional Advisory LLC | 27,362 | $6.21M | 0.20% | +1,541+6.0% | Added |
| Mount Yale Investment Advisors, LLC | 27,630 | $6.27M | 0.12% | −587−2.1% | Reduced |
| MUFG Securities EMEA plc | 27,630 | $6.27M | 0.07% | −976−3.4% | Reduced |
| Horizon Investments, LLC | 27,805 | $6.29M | 0.07% | +2,778+11.1% | Added |
| Boothbay Fund Management, LLC | 28,112 | $6.38M | 0.12% | −4,682−14.3% | Reduced |
| Daymark Wealth Partners, LLC | 28,224 | $6.41M | 0.16% | +26,302+1,368.5% | Added |
| DoubleLine ETF Adviser LP | 28,313 | $6.43M | 2.65% | −4,054−12.5% | Reduced |
| Cinctive Capital Management LP | 28,380 | $6.44M | 0.26% | +28,380 | New |
| Tokio Marine Asset Management Co Ltd | 28,441 | $6.46M | 0.20% | +2,698+10.5% | Added |
| Blair William & Co | 29,219 | $6.63M | 0.02% | −1,101−3.6% | Reduced |
| MAI Capital Management | 29,917 | $6.79M | 0.03% | +2,287+8.3% | Added |
| Vontobel Holding Ltd. | 30,485 | $6.92M | 0.02% | −1,689−5.2% | Reduced |
| Callan Family Office, LLC | 30,679 | $6.96M | 0.14% | +1,099+3.7% | Added |
| Bleakley Financial Group, LLC | 30,695 | $6.97M | 0.09% | +1,271+4.3% | Added |
| Kestra Advisory Services, LLC | 31,039 | $7.04M | 0.02% | +7,037+29.3% | Added |
| Pensionfund Sabic | 31,059 | $7.05M | 7.54% | 00.0% | Unchanged |
| Legacy CG, LLC | 31,196 | $7.08M | 1.81% | −1,462−4.5% | Reduced |