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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 315 | $71.5K | 0.00% | +5+1.6% | Added |
| Aventura Private Wealth, LLC | 315 | $71.5K | 0.02% | +310+6,200.0% | Added |
| West Financial Advisors, LLC | 320 | $72.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 322 | $73.1K | 0.01% | −70−17.9% | Reduced |
| Rossby Financial, LCC | 325 | $73.8K | 0.01% | −90−21.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 327 | $74.2K | 0.00% | −13−3.8% | Reduced |
| JPL Wealth Management, LLC | 328 | $74.4K | 0.01% | +15+4.8% | Added |
| Golden State Wealth Management, LLC | 329 | $74.9K | 0.01% | −335−50.5% | Reduced |
| Piscataqua Savings Bank | 338 | $76.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 314 | $77.0K | 0.01% | −3−0.9% | Reduced |
| N.E.W. Advisory Services LLC | 341 | $77.4K | 0.01% | +129+60.8% | Added |
| Loomis Sayles & Co L P | 346 | $78.5K | 0.00% | +16+4.8% | Added |
| Silvant Capital Management LLC | 348 | $79.0K | 0.00% | 00.0% | Unchanged |
| Dnca Finance | 350 | $79.4K | 0.00% | +350 | New |
| Action Point Financial Planning, LLC | 362 | $80.8K | 0.01% | +362 | New |
| Caldwell Trust Co | 361 | $81.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 366 | $83.0K | 0.01% | +15+4.3% | Added |
| Atlas Capital Advisors LLC | 366 | $83.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $83.5K | 0.01% | −15−3.9% | Reduced |
| Bruce G. Allen Investments, LLC | 368 | $83.5K | 0.05% | −3−0.8% | Reduced |
| Copia Wealth Management | 369 | $83.8K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $84.0K | 0.01% | +11+3.1% | Added |
| Phillip James Consulting Co. | 374 | $84.9K | 0.07% | 00.0% | Unchanged |
| Compass Financial Management LLC | 390 | $89.8K | 0.01% | +390 | New |
| Riverview Trust Co | 400 | $90.8K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $90.8K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 465 | $91.9K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 410 | $93.1K | 0.01% | −33−7.4% | Reduced |
| Fourth Dimension Wealth, LLC | 411 | $93.3K | 0.03% | +300+270.3% | Added |
| Avalon Trust Co | 412 | $93.5K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 412 | $93.6K | 0.01% | +297+258.3% | Added |
| Keating Financial Advisory Services, Inc. | 416 | $94.4K | 0.01% | +107+34.6% | Added |
| Richardson Financial Services Inc. | 416 | $94.4K | 0.05% | +15+3.7% | Added |
| Salomon & Ludwin, LLC | 419 | $96.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 432 | $98.1K | 0.00% | +432 | New |
| Burk Holdings LLC | 437 | $99.2K | 0.04% | −2−0.5% | Reduced |
| GW&K Investment Management, LLC | 440 | $100.0K | 0.00% | −5−1.1% | Reduced |
| Evolution Wealth Management Inc. | 447 | $101.5K | 0.06% | +193+76.0% | Added |
| Trust Co of Vermont | 447 | $101.5K | 0.00% | +447 | New |
| Sit Investment Associates Inc | 450 | $102.0K | 0.00% | −435−49.2% | Reduced |
| Indiana Trust & Investment Management CO | 450 | $102.1K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 450 | $102.1K | 0.00% | +450 | New |
| JNBA Financial Advisors | 458 | $104.0K | 0.01% | +258+129.0% | Added |
| Catalyst Capital Advisors LLC | 468 | $106.2K | 0.00% | −7−1.5% | Reduced |
| Meeder Asset Management Inc | 483 | $109.6K | 0.01% | +482+48,200.0% | Added |
| Versant Capital Management, Inc | 516 | $117.1K | 0.01% | −384−42.7% | Reduced |
| Bayforest Capital Ltd | 524 | $118.9K | 0.11% | +524 | New |
| Valley National Advisers Inc | 531 | $120.5K | 0.01% | +3+0.6% | Added |
| Ares Financial Consulting, LLC | 545 | $123.7K | 0.09% | 00.0% | Unchanged |
| Bank & Trust Co | 550 | $124.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 550 | $124.8K | 0.03% | +100+22.2% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $130.3K | 0.10% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 578 | $131.2K | 0.04% | −1,080−65.1% | Reduced |
| Creative Financial Designs Inc | 589 | $133.6K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 597 | $135.6K | 0.01% | −9−1.5% | Reduced |
| Webster Bank, N. A. | 600 | $136.2K | 0.01% | −100−14.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 603 | $136.8K | 0.00% | +47+8.5% | Added |
| Orion Capital Management LLC | 606 | $137.5K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 611 | $138.7K | 0.05% | −93−13.2% | Reduced |
| Dauntless Investment Group, LLC | 619 | $140.5K | 0.24% | +619 | New |
| Silver Grove Financial Group, Inc. | 622 | $141.2K | 0.08% | +622 | New |
| Eastern Bank | 630 | $143.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 637 | $144.6K | 0.02% | −2−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 650 | $148.0K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 657 | $149.1K | 0.03% | +140+27.1% | Added |
| Wiser Advisor Group LLC | 661 | $150.1K | 0.16% | +2+0.3% | Added |
| Institute for Wealth Management, LLC. | 671 | $152.3K | 0.01% | +671 | New |
| Flagship Wealth Advisors, LLC | 675 | $153.2K | 0.03% | −40−5.6% | Reduced |
| Cape Investment Advisory, Inc. | 696 | $158.0K | 0.04% | +696 | New |
| Essential Partners LLC | 707 | $160.5K | 0.07% | 00.0% | Unchanged |
| CDKV Holdings LLC | 708 | $160.8K | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 735 | $166.8K | 0.01% | +154+26.5% | Added |
| Centennial Bank | 740 | $168.0K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 742 | $168.4K | 0.01% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 760 | $172.5K | 0.02% | +38+5.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 769 | $174.5K | 0.14% | −22−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 776 | $176.1K | 0.01% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 787 | $178.6K | 0.00% | −521−39.8% | Reduced |
| CVA Family Office, LLC | 793 | $180.0K | 0.02% | −2−0.3% | Reduced |
| HM Payson & Co | 811 | $184.1K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 828 | $187.9K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 831 | $188.6K | 0.02% | −75−8.3% | Reduced |
| Oslo Pensjonsforsikring AS | 833 | $189.1K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 838 | $190.2K | 0.02% | +140+20.1% | Added |
| First United Bank Trust | 839 | $190.4K | 0.05% | +39+4.9% | Added |
| Manchester Capital Management LLC | 846 | $192.0K | 0.02% | −79−8.5% | Reduced |
| Rosenberg Matthew Hamilton | 848 | $192.5K | 0.04% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 859 | $195.0K | 0.01% | −5−0.6% | Reduced |
| UMA Financial Services, Inc. | 865 | $196.3K | 0.02% | +26+3.1% | Added |
| Atlantic Trust, LLC | 871 | $197.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 871 | $197.7K | 0.12% | +37+4.4% | Added |
| Cary Street Partners Financial LLC | 875 | $198.6K | 0.00% | −10−1.1% | Reduced |
| Founders Financial Alliance, LLC | 883 | $200.4K | 0.03% | +883 | New |
| Vicus Capital | 885 | $200.9K | 0.01% | +885 | New |
| Elyxium Wealth, LLC | 886 | $201.1K | 0.02% | +886 | New |
| TownSquare Capital, LLC | 895 | $203.1K | 0.04% | +895 | New |
| Harmony Asset Management LLC | 898 | $203.9K | 0.05% | −526−36.9% | Reduced |
| Terry L. Blaker | 900 | $204.3K | 0.01% | +900 | New |
| Patrick M Sweeney & Associates, Inc | 900 | $204.3K | 0.12% | +900 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 900 | $204.3K | 0.01% | +900 | New |