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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
MV Capital Management, Inc.1,400$317.8K0.03%+1+0.1%Added
Hanson & Doremus Investment Management1,404$319.0K0.03%00.0%Unchanged
Liberty Wealth Management LLC1,616$319.5K0.04%00.0%Unchanged
FourThought Financial Partners, LLC1,411$320.3K0.02%−24−1.7%Reduced
Vectors Research Management, LLC1,414$321.0K0.08%−2−0.1%Reduced
XML Financial, LLC1,417$321.6K0.02%00.0%Unchanged
Hexagon Capital Partners LLC1,419$322.1K0.05%+275+24.0%Added
Moneta Group Investment Advisors LLC1,419$322.1K0.00%+320+29.1%Added
InTrack Investment Management Inc1,420$322.3K0.16%+1,420New
3Chopt Investment Partners, LLC1,423$323.0K0.06%+407+40.1%Added
Argent Advisors, Inc.1,429$324.3K0.08%00.0%Unchanged
NBC Securities, Inc.1,430$324.6K0.02%+112+8.5%Added
Jackson Thornton Asset Management, LLC1,433$325.2K0.03%+1,433New
Bingham Private Wealth, LLC1,436$325.9K0.22%+194+15.6%Added
Cambient Family Office, LLC1,438$326.4K0.04%−151−9.5%Reduced
Kane Investment Management, Inc.1,441$327.1K0.14%+189+15.1%Added
WealthShield Partners, LLC1,446$328.2K0.05%−241−14.3%Reduced
Fairscale Capital, LLC1,448$328.7K0.20%00.0%Unchanged
Kanawha Capital Management LLC1,458$330.9K0.02%+197+15.6%Added
One Degree Advisors Inc1,440$331.0K0.07%+2+0.1%Added
Ninepoint Partners LP1,466$332.7K0.03%00.0%Unchanged
Verdence Capital Advisors LLC1,467$332.9K0.02%+54+3.8%Added
Park National Corp1,472$334.1K0.01%+32+2.2%Added
Cyndeo Wealth Partners, LLC1,477$335.2K0.02%+94+6.8%Added
Courier Capital LLC1,479$335.7K0.02%−2−0.1%Reduced
Schneider Downs Wealth Management Advisors, LP1,487$337.5K0.03%00.0%Unchanged
Northcape Wealth Management, LLC1,494$339.0K0.09%+7+0.5%Added
Middleton & Co Inc1,500$340.5K0.04%00.0%Unchanged
KCM Investment Advisors LLC1,511$343.0K0.01%−137−8.3%Reduced
Kohmann Bosshard Financial Services, LLC1,519$344.8K0.03%00.0%Unchanged
Avantra Family Wealth, Inc.1,520$345.0K0.22%+1,520New
Challenger Wealth Management1,526$346.4K0.25%+5+0.3%Added
Holistic Planning, LLC1,528$346.9K0.05%+18+1.2%Added
Fortitude Advisory Group L.L.C.1,534$348.2K0.13%00.0%Unchanged
Guinness Asset Management LTD1,535$348.4K0.01%+578+60.4%Added
Trust Point Inc.1,536$348.6K0.03%−88−5.4%Reduced
Westside Investment Management, Inc.1,538$349.1K0.05%00.0%Unchanged
New Covenant Trust Company, N.A.1,540$349.5K0.26%+1,540New
Dynamic Advisor Solutions LLC1,541$349.8K0.01%+78+5.3%Added
Onyx Bridge Wealth Group LLC1,545$350.7K0.03%−2−0.1%Reduced
True North Advisors, LLC1,549$351.6K0.03%+1,549New
TFR Capital, LLC.1,550$351.8K0.10%00.0%Unchanged
Kathmere Capital Management, LLC1,584$359.5K0.02%+235+17.4%Added
Avestar Capital, LLC1,596$362.2K0.02%+33+2.1%Added
Procyon Private Wealth Partners, LLC1,600$363.2K0.02%−72−4.3%Reduced
May Hill Capital, LLC1,601$363.4K0.08%−83−4.9%Reduced
Clifford Swan Investment Counsel LLC1,612$365.8K0.01%−61−3.6%Reduced
Moody National Bank Trust Division1,614$366.3K0.03%−84−4.9%Reduced
Stonebrook Private Inc.1,619$367.4K0.07%−10−0.6%Reduced
Greenwood Capital Associates LLC1,625$368.8K0.04%+26+1.6%Added
Forum Financial Management, LP1,630$370.0K0.00%+132+8.8%Added
RFG Advisory, LLC1,640$372.1K0.01%+187+12.9%Added
Cahill Financial Advisors Inc1,640$372.3K0.04%−29−1.7%Reduced
LaSalle St. Investment Advisors, LLC1,644$373.2K0.05%−432−20.8%Reduced
OneAscent Financial Services LLC1,651$374.7K0.02%+49+3.1%Added
Mechanics Bank Trust Department1,651$374.7K0.05%+2+0.1%Added
Delta Investment Management, LLC1,657$376.2K0.06%+3+0.2%Added
Main Street Financial Solutions, LLC1,658$376.3K0.02%−152−8.4%Reduced
Leavell Investment Management, Inc.1,659$376.5K0.01%00.0%Unchanged
Cambiar Investors LLC1,661$377.0K0.02%00.0%Unchanged
International Assets Investment Management, LLC1,644$378.5K0.02%+231+16.3%Added
Natural Investments, LLC1,673$379.0K0.08%+48+3.0%Added
Fulton Bank, N.A.1,670$379.0K0.01%+1,670New
TRB Wealth Management, LLC1,672$379.5K0.05%00.0%Unchanged
Donaldson Capital Management, LLC1,676$380.4K0.01%+1,676New
Strategic Wealth Partners, Ltd.1,687$382.9K0.02%+137+8.8%Added
Walter & Keenan Financial Consulting Co1,694$384.5K0.10%+33+2.0%Added
Edmond de Rothschild Holding S.A.1,696$384.9K0.01%+1,696New
Whipplewood Advisors, LLC1,697$385.2K0.26%−308−15.4%Reduced
Lifeworks Advisors, LLC1,699$385.5K0.04%−373−18.0%Reduced
Fell Capital Management1,700$385.8K0.33%00.0%Unchanged
Wealthcare Advisory Partners LLC1,701$386.0K0.01%−454−21.1%Reduced
Hunter Associates Investment Management LLC1,704$386.0K0.04%+2+0.1%Added
Cooper Financial Group1,703$386.6K0.03%+119+7.5%Added
Swiss Re Ltd1,704$386.8K0.04%+1,549+999.4%Added
Diversify Wealth Management, LLC1,571$390.2K0.01%+407+35.0%Added
Diversify Advisory Services, LLC1,571$390.2K0.01%+1,571New
Register Financial Advisors LLC1,734$393.6K0.12%00.0%Unchanged
Cercano Management LLC1,736$394.0K0.05%00.0%Unchanged
Robertson Stephens Wealth Management, LLC1,740$394.8K0.01%−41−2.3%Reduced
Regent Peak Wealth Advisors LLC1,744$395.8K0.07%+39+2.3%Added
Boston Private Wealth LLC1,747$396.6K0.03%+23+1.3%Added
Sowell Financial Services LLC1,749$396.9K0.01%−22−1.2%Reduced
Fortis Group Advisors, LLC1,749$397.1K0.06%−75−4.1%Reduced
Rothschild Investment LLC1,755$398.4K0.01%+33+1.9%Added
Sovran Advisors, LLC1,642$400.0K0.03%+6+0.4%Added
Cromwell Holdings LLC1,781$404.2K0.18%00.0%Unchanged
Diversified Enterprises, LLC1,782$404.5K0.02%+65+3.8%Added
Focused Wealth Management, Inc1,794$407.2K0.04%+269+17.6%Added
Asset One Wealth Management LLC1,754$409.2K0.04%+550+45.7%Added
Wealth Alliance1,807$410.1K0.03%+37+2.1%Added
Sompo Asset Management Co., Ltd.1,810$410.8K0.07%+1,810New
Paradigm Financial Partners, LLC1,810$410.8K0.04%+527+41.1%Added
Rothschild Capital Partners, LLC1,820$413.1K0.09%+6+0.3%Added
Krilogy Financial LLC1,831$415.6K0.01%−43−2.3%Reduced
Accurate Wealth Management, LLC1,806$418.2K0.04%−22−1.2%Reduced
Financial Management Professionals, Inc.1,855$421.0K0.04%+7+0.4%Added
Perennial Investment Advisors, LLC1,861$422.5K0.03%+359+23.9%Added
Bullock Wealth Management Group1,844$424.5K0.18%+3+0.2%Added
Prosperity Financial Group, Inc.1,873$425.1K0.13%+16+0.9%Added