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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $7.17M | 0.34% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 31,632 | $7.18M | 0.26% | +3,321+11.7% | Added |
| Warren Averett Asset Management, LLC | 31,880 | $7.24M | 0.04% | −2,086−6.1% | Reduced |
| Westwood Holdings Group Inc. | 32,711 | $7.42M | 0.06% | −1,267−3.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 32,878 | $7.46M | 1.49% | −188−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 32,947 | $7.48M | 0.69% | −2,558−7.2% | Reduced |
| Asset Planning Services Inc | 33,415 | $7.58M | 3.22% | −1,685−4.8% | Reduced |
| Two Sigma Investments, LP | 33,799 | $7.67M | 0.01% | −141,152−80.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 33,806 | $7.67M | 0.09% | −1,010−2.9% | Reduced |
| Brasada Capital Management, LP | 34,114 | $7.74M | 1.40% | −1,370−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,401 | $7.81M | 0.02% | −345−1.0% | Reduced |
| LGT Group Foundation | 34,468 | $7.82M | 0.09% | −1,219−3.4% | Reduced |
| Merit Financial Group, LLC | 34,745 | $7.89M | 0.05% | +1,025+3.0% | Added |
| New Mexico Educational Retirement Board | 34,748 | $7.89M | 0.20% | +4,000+13.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 34,976 | $7.94M | 1.20% | +12,159+53.3% | Added |
| Atlantic Union Bankshares Corp | 35,400 | $8.03M | 0.13% | +2,703+8.3% | Added |
| Generali Asset Management SPA SGR | 35,591 | $8.08M | 0.15% | −3,883−9.8% | Reduced |
| Louisiana State Employees Retirement System | 36,100 | $8.19M | 0.12% | +500+1.4% | Added |
| AMF Pensionsforsakring AB | 37,040 | $8.41M | 0.05% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 37,468 | $8.53M | 0.06% | +30,037+404.2% | Added |
| Maryland State Retirement & Pension System | 37,758 | $8.57M | 0.15% | +3,099+8.9% | Added |
| Brinker Capital Investments, LLC | 38,400 | $8.72M | 0.07% | −1,258−3.2% | Reduced |
| Meiji Yasuda America Inc | 38,649 | $8.77M | 1.47% | +4,894+14.5% | Added |
| Hartford Investment Management Co | 39,042 | $8.86M | 0.25% | −756−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 39,432 | $8.95M | 0.10% | −1,637−4.0% | Reduced |
| GeoWealth Management, LLC | 39,630 | $8.99M | 0.28% | +1,571+4.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 39,690 | $9.01M | 0.29% | +39,690 | New |
| Crossmark Global Holdings, Inc. | 39,847 | $9.04M | 0.12% | +308+0.8% | Added |
| Osmosis Investment Management UK Ltd | 39,982 | $9.07M | 0.42% | −25,321−38.8% | Reduced |
| Arini Captial Management Ltd | 40,000 | $9.08M | 0.93% | +40,000 | New |
| Carret Asset Management, LLC | 40,094 | $9.10M | 0.80% | −431−1.1% | Reduced |
| Fairfield Financial Advisors, LTD | 40,229 | $9.13M | 3.60% | +3,498+9.5% | Added |
| Clearbridge Investments, LLC | 40,305 | $9.15M | 0.01% | +40,305 | New |
| Azzad Asset Management Inc | 40,361 | $9.16M | 0.81% | +172+0.4% | Added |
| Advisors Management Group Inc | 41,264 | $9.37M | 1.55% | −785−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 41,281 | $9.37M | 0.10% | −61−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,482 | $9.42M | 0.05% | +18,922+83.9% | Added |
| Landscape Capital Management, L.L.C. | 41,567 | $9.43M | 0.61% | +9,671+30.3% | Added |
| Spirit of America Management Corp | 41,725 | $9.47M | 1.79% | +300+0.7% | Added |
| Callahan Advisors, LLC | 41,924 | $9.52M | 0.72% | −443−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,957 | $9.52M | 0.43% | +1,699+4.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,188 | $9.57M | 0.04% | +5,896+16.2% | Added |
| Beacon Financial Planning, Inc | 42,657 | $9.68M | 3.29% | +25+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,737 | $9.70M | 0.08% | +8,357+24.3% | Added |
| Bokf, NA | 43,157 | $9.80M | 0.14% | +4,287+11.0% | Added |
| Indivisible Partners | 43,211 | $9.81M | 0.55% | −130.0% | Reduced |
| Windward Capital Management Co | 43,385 | $9.85M | 0.75% | +321+0.7% | Added |
| Azimuth Capital Investment Management LLC | 43,391 | $9.85M | 0.33% | −161−0.4% | Reduced |
| Kentucky Retirement Systems | 43,410 | $9.85M | 0.24% | +19,577+82.1% | Added |
| Rational Advisors LLC | 43,800 | $9.94M | 0.91% | −600−1.4% | Reduced |
| Pier 88 Investment Partners LLC | 43,800 | $9.94M | 2.36% | +20,400+87.2% | Added |
| Vident Advisory, LLC | 45,285 | $10.3M | 0.08% | +1,458+3.3% | Added |
| Easterly Investment Partners LLC | 45,321 | $10.3M | 0.52% | −2,024−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 45,461 | $10.3M | 0.07% | +43,245+1,951.5% | Added |
| Capital International Ltd | 46,551 | $10.6M | 0.34% | +17,608+60.8% | Added |
| Bellars Harris Wealth Management, LLC | 46,790 | $10.6M | 2.16% | +46,790 | New |
| Jain Global LLC | 46,924 | $10.7M | 0.13% | +22,261+90.3% | Added |
| Alps Advisors Inc | 48,127 | $10.9M | 0.05% | +45,727+1,905.3% | Added |
| Triasima Portfolio Management inc. | 48,359 | $11.0M | 1.48% | +3,153+7.0% | Added |
| Saudi Central Bank | 49,317 | $11.2M | 0.15% | +23,984+94.7% | Added |
| Dorsey Wright & Associates | 49,572 | $11.3M | 1.91% | +26,664+116.4% | Added |
| Lido Advisors, LLC | 50,575 | $11.5M | 0.04% | +695+1.4% | Added |
| Pinnacle Associates Ltd | 51,177 | $11.6M | 0.13% | +229+0.4% | Added |
| Agf Management Ltd | 51,195 | $11.6M | 0.05% | +19,177+59.9% | Added |
| Advisors Asset Management, Inc. | 52,334 | $11.9M | 0.18% | −2,560−4.7% | Reduced |
| Vanderbilt University | 52,539 | $11.9M | 1.64% | +6,626+14.4% | Added |
| Hamilton Wealth, LLC | 53,352 | $12.1M | 2.22% | +53,352 | New |
| Aptus Capital Advisors, LLC | 53,550 | $12.2M | 0.09% | +1,131+2.2% | Added |
| Harbour Trust & Investment Management Co | 54,086 | $12.3M | 1.18% | −994−1.8% | Reduced |
| Windle Wealth, LLC | 54,154 | $12.3M | 4.94% | −68−0.1% | Reduced |
| Omers Administration Corp | 54,644 | $12.4M | 0.07% | +27,400+100.6% | Added |
| WESPAC Advisors SoCal, LLC | 55,045 | $12.5M | 2.24% | +1,119+2.1% | Added |
| Pacer Advisors, Inc. | 55,242 | $12.5M | 0.03% | +15,808+40.1% | Added |
| Mizuho Securities USA LLC | 55,265 | $12.5M | 0.20% | +13,083+31.0% | Added |
| Gulf International Bank (UK) Ltd | 55,269 | $12.5M | 0.25% | +2,144+4.0% | Added |
| Elo Mutual Pension Insurance Co | 55,879 | $12.7M | 0.16% | +5,614+11.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 56,347 | $12.8M | 0.03% | +13,217+30.6% | Added |
| Mariner, LLC | 56,452 | $12.8M | 0.01% | −39,130−40.9% | Reduced |
| Man Group plc | 56,674 | $12.9M | 0.02% | −43,836−43.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 56,980 | $12.9M | 1.09% | +31,386+122.6% | Added |
| Empowered Funds, LLC | 57,241 | $13.0M | 0.07% | +14,690+34.5% | Added |
| Pathstone Holdings, LLC | 57,081 | $13.0M | 0.04% | +3,276+6.1% | Added |
| Brookstone Capital Management | 59,171 | $13.4M | 0.13% | −8,581−12.7% | Reduced |
| Atria Investments LLC | 59,553 | $13.5M | 0.14% | +8,578+16.8% | Added |
| Allspring Global Investments Holdings, LLC | 58,884 | $13.6M | 0.02% | −1,573−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,902 | $13.6M | 0.12% | +21,335+55.3% | Added |
| Pensionfund DSM Netherlands | 60,253 | $13.7M | 7.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 61,077 | $13.9M | 0.13% | −836−1.4% | Reduced |
| Naviter Wealth, LLC | 61,832 | $14.0M | 1.27% | +12,519+25.4% | Added |
| Fideuram Asset Management (Ireland) dac | 66,988 | $14.3M | 0.28% | +13,389+25.0% | Added |
| Groupe la Francaise | 63,338 | $14.4M | 0.18% | −2,888−4.4% | Reduced |
| Truist Financial Corp | 65,454 | $14.9M | 0.02% | +365+0.6% | Added |
| TD Waterhouse Canada Inc. | 65,218 | $15.0M | 0.04% | +6,889+11.8% | Added |
| US Bancorp | 66,374 | $15.1M | 0.02% | +3,527+5.6% | Added |
| Signature Estate & Investment Advisors LLC | 66,692 | $15.1M | 0.27% | +4,563+7.3% | Added |
| Central Trust Co | 66,895 | $15.2M | 0.27% | +200.0% | Added |
| Northwestern Mutual Wealth Management Co | 67,922 | $15.4M | 0.01% | −18,136−21.1% | Reduced |
| Janney Montgomery Scott LLC | 68,059 | $15.4M | 0.03% | −840−1.2% | Reduced |
| Westpac Banking Corp | 70,125 | $15.9M | 0.98% | +715+1.0% | Added |
| Longbow Finance SA | 70,272 | $15.9M | 2.04% | +31,900+83.1% | Added |