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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 1,602 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2026: $160.7B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2026.

Institutions holding WELL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Douglas Lane & Associates, LLC1,067$242.2K0.00%+41+4.0%Added
Verus Capital Partners, LLC1,070$242.9K0.01%+1,070New
RMB Capital Management, LLC1,072$243.3K0.00%−13−1.2%Reduced
Klingman & Associates, LLC1,076$244.2K0.01%+1,076New
Power Wealth Management LLC1,076$244.2K0.08%+1,076New
Collaborative Fund Advisors, LLC1,076$244.2K0.14%+1,076New
First National Trust Co1,086$246.5K0.01%00.0%Unchanged
Storgate, LLC1,088$246.9K0.05%+1,088New
Choate Investment Advisors1,094$248.3K0.00%00.0%Unchanged
Centiva Capital, LP1,094$248.3K0.01%+1,094New
Sivia Capital Partners, LLC1,099$249.4K0.03%00.0%Unchanged
Samalin Investment Counsel, LLC1,101$250.0K0.08%+3+0.3%Added
Victory Financial Group, LLC1,107$251.3K0.03%+1,107New
Martingale Asset Management L P1,108$251.5K0.01%00.0%Unchanged
Marshall Financial Group LLC1,108$251.5K0.04%−590−34.7%Reduced
Aviso Wealth Management1,112$252.5K0.10%−27−2.4%Reduced
Intellus Advisors LLC1,113$252.6K0.03%−32−2.8%Reduced
Charter Trust Co1,114$252.8K0.01%−100−8.2%Reduced
Abacus Planning Group, Inc.1,114$252.8K0.03%+28+2.6%Added
Washington Trust Co1,115$253.1K0.01%+15+1.4%Added
Parkway Wealth Management Group, LLC1,119$254.0K0.03%−20−1.8%Reduced
Graves-Light Private Wealth Management, Inc.1,120$254.2K0.02%00.0%Unchanged
Clark Capital Management Group, Inc.1,126$255.6K0.00%−124−9.9%Reduced
Successful Portfolios LLC1,113$258.3K0.12%00.0%Unchanged
Warwick Investment Management, Inc.1,138$258.3K0.03%00.0%Unchanged
Owl Creek Wealth Partners LLC1,146$260.1K0.08%+15+1.3%Added
NorthRock Partners, LLC1,146$260.2K0.00%+40+3.6%Added
Sterling Investment Advisors, Ltd.1,150$261.0K0.04%00.0%Unchanged
Birch Hill Investment Advisors LLC1,152$261.5K0.01%00.0%Unchanged
Creative Capital Management Investments LLC1,152$261.5K0.06%+1,127+4,508.0%Added
Hancock Whitney Corp1,152$261.5K0.00%+89+8.4%Added
Bedel Financial Consulting, Inc.1,153$261.7K0.03%00.0%Unchanged
Haverford Trust Co1,157$262.6K0.00%+1,157New
StoryOne LLC1,158$262.8K0.12%+1,158Added
Ewa, LLC1,161$263.5K0.05%+20+1.8%Added
Advus Financial Partners, LLC1,165$264.4K0.06%−33−2.8%Reduced
Hilltop Wealth Advisors, LLC1,168$265.1K0.13%+22+1.9%Added
Renaissance Group LLC1,169$265.3K0.01%00.0%Unchanged
Convergence Financial, LLC1,170$265.6K0.02%00.0%Unchanged
TritonPoint Partners, LLC1,171$265.7K0.02%+1,171New
Van Cleef Asset Management,Inc1,172$266.0K0.03%00.0%Unchanged
AdvisorNet Financial, Inc1,177$267.2K0.01%+21+1.8%Added
Silverlake Wealth Management LLC1,178$267.4K0.05%+1+0.1%Added
Keystone Financial Group1,183$268.5K0.02%−2,100−64.0%Reduced
Symphony Financial, Ltd. Co.1,187$269.6K0.03%+1,187New
Vantus Wealth LLC1,192$270.5K0.15%+1,192New
Basso Capital Management, L.P.1,193$270.8K0.07%+1,193New
Jag Capital Management, LLC1,200$272.4K0.03%−192−13.8%Reduced
Mattern Wealth Management LLC1,200$272.4K0.04%00.0%Unchanged
Bennett Associates Wealth Management1,203$273.0K0.17%+1,203New
Certified Advisory Corp1,203$273.1K0.02%+4+0.3%Added
Elite Life Management LLC1,156$274.3K0.32%−5−0.4%Reduced
Investment Advisory Services Inc1,210$274.6K0.08%00.0%Unchanged
Empower Advisory Group, LLC1,210$274.6K0.00%+16+1.3%Added
Wedgewood Investors Inc1,211$274.9K0.28%00.0%Unchanged
FLC Capital Advisors1,215$275.8K0.05%00.0%Unchanged
Holderness Investments Co1,217$276.2K0.05%−50−3.9%Reduced
VisionPoint Advisory Group, LLC1,220$276.9K0.05%+1,220New
Steigerwald, Gordon & Koch Inc.1,223$277.6K0.03%00.0%Unchanged
GSG Advisors LLC1,230$279.1K0.06%+184+17.6%Added
Tradition Wealth Management, LLC1,233$279.9K0.02%+78+6.8%Added
Greykasell Wealth Strategies, Inc.1,234$280.1K0.10%−23−1.8%Reduced
Key Financial Inc1,240$281.4K0.05%+9+0.7%Added
Integrity Alliance, LLC.1,241$281.9K0.01%+64+5.4%Added
Relyea Zuckerberg Hanson LLC1,242$281.9K0.02%+114+10.1%Added
Allen Mooney & Barnes Investment Advisors LLC1,244$282.3K0.04%−24−1.9%Reduced
Compass Wealth Management, LLC1,250$283.7K0.11%00.0%Unchanged
Centurion Wealth Management LLC1,260$286.0K0.07%00.0%Unchanged
Anchyra Partners LLC1,262$286.4K0.07%+13+1.0%Added
TrustBank1,263$286.7K0.10%00.0%Unchanged
Mission Wealth Management, LP1,267$287.7K0.00%+1,267New
Winthrop Advisory Group LLC1,272$288.8K0.02%+252+24.7%Added
Wright Wealth LLC1,273$288.9K0.17%00.0%Unchanged
Financial Advisors Network, Inc.1,274$289.0K0.04%+5+0.4%Added
Core Wealth Partners LLC1,293$293.4K0.13%+5+0.4%Added
Wharton Business Group, LLC1,300$295.1K0.01%00.0%Unchanged
Analyst IMS Investment Management Services Ltd.1,306$296.0K0.01%−488−27.2%Reduced
49 Wealth Management, LLC1,305$296.3K0.06%+1,305New
Alongside, LLC1,305$296.3K0.06%+1,305New
LeConte Wealth Management, LLC1,316$298.8K0.16%+1,316New
Fundamentun, LLC1,316$298.9K0.01%+81+6.6%Added
Cornerstone Financial Management LLC1,318$299.1K0.24%+45+3.5%Added
Bogart Wealth, LLC1,323$300.3K0.01%−5−0.4%Reduced
Private Management Group Inc1,335$303.0K0.01%+5+0.4%Added
Cidel Asset Management Inc1,336$303.2K0.01%00.0%Unchanged
Beacon Financial Group1,339$303.9K0.03%+65+5.1%Added
Oxford Financial Group Ltd1,344$305.0K0.02%−8−0.6%Reduced
Founders Financial Securities LLC1,346$305.4K0.02%−116−7.9%Reduced
Lafayette Investments, Inc.1,349$306.2K0.06%−50−3.6%Reduced
Aberdeen Wealth Management LLC1,350$306.4K0.15%00.0%Unchanged
Aspire Private Capital, LLC1,360$308.6K0.06%+2+0.1%Added
Range Advisory, LLC1,360$308.7K0.04%−72−5.0%Reduced
Drucker Wealth 3.0, LLC1,362$309.2K0.05%+3+0.2%Added
McGowan Group Asset Management, Inc.1,370$310.9K0.04%+1,370New
Old Port Advisors1,378$312.8K0.06%+132+10.6%Added
Welch & Forbes LLC1,380$313.2K0.00%+1,380New
Allen Capital Group, LLC1,381$313.4K0.03%+64+4.9%Added
Gateway Wealth Partners, LLC1,383$313.9K0.02%−793−36.4%Reduced
Concorde Asset Management, LLC1,384$314.2K0.18%+18+1.3%Added
Revolve Wealth Partners, LLC1,392$315.9K0.03%+45+3.3%Added