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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 2,518 | $571.6K | 0.02% | −30−1.2% | Reduced |
| Coastal Bridge Advisors, LLC | 2,534 | $575.1K | 0.04% | −413−14.0% | Reduced |
| West Family Investments, Inc. | 2,569 | $583.1K | 0.17% | +48+1.9% | Added |
| Visionary Wealth Advisors | 2,578 | $585.1K | 0.02% | +6+0.2% | Added |
| QTR Family Wealth, LLC | 2,580 | $585.5K | 0.20% | +17+0.7% | Added |
| Chicago Trust Co NA | 2,594 | $588.8K | 0.09% | +42+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 2,620 | $594.7K | 0.01% | +1,347+105.8% | Added |
| Brucke Financial, Inc. | 2,622 | $595.1K | 0.26% | +252+10.6% | Added |
| Foresight Group Ltd Liability Partnership | 2,598 | $595.4K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,639 | $599.0K | 0.03% | +77+3.0% | Added |
| ING Groep NV | 2,640 | $599.2K | 0.00% | −88,147−97.1% | Reduced |
| Hartline Investment Corp | 2,652 | $601.9K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,658 | $603.3K | 0.01% | +86+3.3% | Added |
| Wedbush Securities Inc | 2,662 | $604.0K | 0.02% | −160−5.7% | Reduced |
| Dakota Wealth Management | 2,666 | $605.2K | 0.01% | −210−7.3% | Reduced |
| Brown Miller Wealth Management, LLC | 2,682 | $608.8K | 0.15% | +2,682 | New |
| ZWJ Investment Counsel Inc | 2,683 | $609.0K | 0.02% | +2,683 | New |
| Valeo Financial Advisors, LLC | 2,711 | $615.3K | 0.01% | +37+1.4% | Added |
| Covenant Asset Management, LLC | 2,711 | $615.3K | 0.11% | +122+4.7% | Added |
| First Horizon Corp | 2,713 | $615.8K | 0.02% | +94+3.6% | Added |
| Ausdal Financial Partners, Inc. | 2,717 | $616.7K | 0.02% | +2,717 | New |
| Larson Financial Group LLC | 2,728 | $619.2K | 0.02% | +284+11.6% | Added |
| Alta Advisers Ltd | 2,733 | $620.3K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,753 | $624.8K | 0.03% | +55+2.0% | Added |
| Harvest Fund Management Co., Ltd | 2,769 | $628.0K | 0.02% | −556−16.7% | Reduced |
| Money Concepts Capital Corp | 2,770 | $628.7K | 0.03% | +2,770 | New |
| Moors & Cabot, Inc. | 2,773 | $629.4K | 0.02% | −350−11.2% | Reduced |
| Buckingham Strategic Partners | 2,777 | $630.5K | 0.01% | −474−14.6% | Reduced |
| First Citizens Bank & Trust Co | 2,815 | $638.9K | 0.01% | +221+8.5% | Added |
| Heartland Bank & Trust Co | 2,816 | $639.1K | 0.13% | −38−1.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,816 | $639.1K | 0.21% | +89+3.3% | Added |
| Norden Group LLC | 2,817 | $639.5K | 0.05% | +503+21.7% | Added |
| Wakefield Asset Management LLLP | 2,828 | $641.9K | 0.14% | +74+2.7% | Added |
| First Foundation Advisors | 2,841 | $644.9K | 0.02% | +488+20.7% | Added |
| LGT Fund Management Co Ltd. | 2,857 | $648.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,864 | $650.1K | 0.01% | +64+2.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,776 | $650.9K | 0.03% | +279+11.2% | Added |
| Lynx Capital Group Ltd | 2,878 | $653.2K | 0.26% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,887 | $655.2K | 0.02% | +208+7.8% | Added |
| Shrier Wealth Management, LLC | 2,899 | $657.9K | 0.22% | +2+0.1% | Added |
| Lazard Asset Management LLC | 2,913 | $661.2K | 0.00% | +1,693+138.8% | Added |
| Ronald Blue Trust, Inc. | 2,920 | $662.8K | 0.01% | −51−1.7% | Reduced |
| Facet Wealth, Inc. | 2,940 | $667.3K | 0.01% | +822+38.8% | Added |
| Crestwood Advisors Group LLC | 2,943 | $667.9K | 0.01% | +407+16.0% | Added |
| Western Wealth Management, LLC | 2,948 | $669.1K | 0.02% | +409+16.1% | Added |
| Dogwood Wealth Management LLC | 2,953 | $670.2K | 0.26% | −773−20.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,959 | $671.7K | 0.02% | +1,079+57.4% | Added |
| Spirepoint Private Client, LLC | 2,962 | $672.3K | 0.05% | −56−1.9% | Reduced |
| MOR Wealth Management, LLC | 2,969 | $673.9K | 0.27% | +2,969 | New |
| Transcend Wealth Collective, LLC | 2,970 | $674.1K | 0.05% | +658+28.5% | Added |
| Massmutual Trust Co FSB | 2,973 | $674.8K | 0.02% | −24−0.8% | Reduced |
| Defiance ETFs, LLC | 2,961 | $681.6K | 0.01% | +678+29.7% | Added |
| Conning Inc. | 3,007 | $682.5K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,009 | $683.0K | 0.01% | +19+0.6% | Added |
| Triad Wealth Partners, LLC | 2,935 | $684.2K | 0.04% | +469+19.0% | Added |
| Alpha Zero LLC | 2,837 | $685.1K | 0.26% | +1,187+71.9% | Added |
| Keel Point, LLC | 3,063 | $695.1K | 0.04% | +247+8.8% | Added |
| Waddell & Associates, LLC | 3,071 | $697.0K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 3,073 | $697.4K | 0.47% | +10.0% | Added |
| HF Advisory Group, LLC | 3,086 | $700.4K | 0.22% | −253−7.6% | Reduced |
| Continuum Advisory, LLC | 3,117 | $707.4K | 0.06% | −2,529−44.8% | Reduced |
| SFMG, LLC | 3,117 | $707.4K | 0.04% | +7+0.2% | Added |
| Hendershot Investments Inc. | 3,126 | $709.6K | 0.09% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 3,141 | $712.9K | 0.02% | +502+19.0% | Added |
| Pettyjohn, Wood & White, Inc | 3,156 | $716.3K | 0.10% | −218−6.5% | Reduced |
| Maia Wealth LLC | 3,164 | $718.2K | 0.11% | +432+15.8% | Added |
| National Asset Management, Inc. | 3,157 | $719.0K | 0.04% | +21+0.7% | Added |
| Angeles Wealth Management, LLC | 3,196 | $725.5K | 0.03% | +101+3.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,197 | $725.6K | 0.03% | −3−0.1% | Reduced |
| Lake Street Financial LLC | 3,221 | $731.1K | 0.08% | +54+1.7% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $737.7K | 0.33% | 00.0% | Unchanged |
| GWN Securities Inc. | 3,275 | $743.4K | 0.12% | −155−4.5% | Reduced |
| Shelton Capital Management | 3,278 | $744.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,280 | $744.5K | 0.05% | +430+15.1% | Added |
| Cannon Advisors, Inc. | 3,155 | $744.6K | 0.45% | +3,155 | New |
| Pinnacle Wealth Management Group, Inc. | 3,284 | $745.3K | 0.35% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,190 | $748.0K | 0.25% | −869−21.4% | Reduced |
| Eurizon SLJ Capital Ltd | 3,297 | $748.3K | 0.28% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,306 | $750.3K | 0.10% | −875−20.9% | Reduced |
| CoreCap Advisors, LLC | 3,337 | $757.4K | 0.02% | −266−7.4% | Reduced |
| Hamrick Investment Counsel, llc | 3,340 | $758.1K | 0.50% | +3,340 | New |
| Providence First Trust Co | 3,342 | $758.5K | 0.21% | +606+22.1% | Added |
| Miracle Mile Advisors, LLC | 3,385 | $768.3K | 0.01% | +265+8.5% | Added |
| LCNB Corp | 3,392 | $769.9K | 0.24% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,404 | $772.7K | 0.03% | +311+10.1% | Added |
| Peak Planning Group, LLC | 3,406 | $773.1K | 0.17% | −134−3.8% | Reduced |
| Westerkirk Capital Inc. | 3,471 | $787.8K | 0.08% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $788.5K | 0.21% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,484 | $790.8K | 0.36% | −3,311−48.7% | Reduced |
| FSM Wealth Advisors, LLC | 3,489 | $791.8K | 0.08% | +89+2.6% | Added |
| Koshinski Asset Management, Inc. | 3,511 | $796.8K | 0.04% | +349+11.0% | Added |
| Widmann Financial Services, Inc. | 3,521 | $799.3K | 0.43% | +2,492+242.2% | Added |
| Stonebridge Financial Group, LLC | 3,527 | $800.5K | 0.06% | +22+0.6% | Added |
| Fortress Wealth Group, LLC | 3,177 | $800.8K | 0.28% | +190+6.4% | Added |
| Integrated Advisors Network LLC | 3,550 | $805.8K | 0.04% | −544−13.3% | Reduced |
| Caisse des Depots Et Consignations | 3,563 | $808.7K | 0.01% | +3,563 | New |
| Catalyst Financial Partners LLC | 3,566 | $809.4K | 0.08% | +80+2.3% | Added |
| Van Hulzen Asset Management, LLC | 3,596 | $816.2K | 0.06% | +29+0.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,605 | $818.5K | 0.22% | +12+0.3% | Added |
| Panagora Asset Management Inc | 3,625 | $822.8K | 0.00% | 00.0% | Unchanged |