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 |
|---|---|---|---|---|---|
| AlphaGrep UK Ltd | 3,634 | $824.8K | 0.25% | +581+19.0% | Added |
| Family Wealth Partners, LLC | 3,678 | $834.7K | 0.26% | +48+1.3% | Added |
| Rehmann Capital Advisory Group | 3,681 | $835.6K | 0.04% | +39+1.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,692 | $838.0K | 0.32% | −322−8.0% | Reduced |
| Madden Advisory Services, Inc. | 3,693 | $838.2K | 0.30% | −117−3.1% | Reduced |
| Driehaus Capital Management LLC | 3,734 | $847.5K | 0.00% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,742 | $849.4K | 0.14% | −3,465−48.1% | Reduced |
| 180 Wealth Advisors, LLC | 3,748 | $850.8K | 0.09% | −141−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,813 | $865.5K | 0.01% | +16+0.4% | Added |
| TD Private Client Wealth LLC | 3,823 | $867.7K | 0.02% | −11−0.3% | Reduced |
| Southland Equity Partners LLC | 3,852 | $874.2K | 0.15% | +9+0.2% | Added |
| Glenview Trust Co | 3,877 | $880.0K | 0.01% | −25−0.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,881 | $880.8K | 0.03% | −100−2.5% | Reduced |
| Comprehensive Money Management Services LLC | 3,921 | $889.9K | 0.56% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,922 | $890.2K | 0.00% | −9,901−71.6% | Reduced |
| Churchill Financial Advisors, LLC | 3,970 | $901.1K | 0.17% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,980 | $903.3K | 0.05% | −60−1.5% | Reduced |
| HBK Sorce Advisory LLC | 3,821 | $906.5K | 0.02% | +87+2.3% | Added |
| LRI Investments, LLC | 3,995 | $906.7K | 0.07% | −225−5.3% | Reduced |
| Custom Index Systems, LLC | 3,999 | $907.7K | 0.33% | −267−6.3% | Reduced |
| Manske Wealth Management | 4,025 | $913.6K | 0.23% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,031 | $914.9K | 0.05% | +779+24.0% | Added |
| L2 Asset Management, LLC | 4,037 | $916.3K | 0.10% | +328+8.8% | Added |
| Bull Harbor Capital LLC | 4,039 | $916.7K | 0.18% | +11+0.3% | Added |
| Beto Financial Group, LLC | 3,749 | $917.9K | 0.48% | +27+0.7% | Added |
| River Street Advisors LLC | 4,087 | $927.6K | 0.27% | +14+0.3% | Added |
| Simplicity Wealth,LLC | 4,100 | $930.6K | 0.03% | +364+9.7% | Added |
| Souders Financial Advisors | 4,108 | $932.5K | 0.09% | +92+2.3% | Added |
| Tuttle Tactical Management | 4,112 | $933.3K | 0.63% | 00.0% | Unchanged |
| Life Cycle Investment Partners Ltd | 4,121 | $935.3K | 0.00% | −4,257−50.8% | Reduced |
| Stevens Capital Management LP | 4,140 | $940.0K | 0.23% | −6,979−62.8% | Reduced |
| St Germain D J Co Inc | 4,159 | $944.0K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,166 | $945.6K | 0.02% | −8−0.2% | Reduced |
| Johnson Investment Counsel Inc | 4,174 | $947.4K | 0.01% | +137+3.4% | Added |
| Saiph Capital, LLC | 4,197 | $952.6K | 0.29% | +248+6.3% | Added |
| Panoramic Investment Advisors, LLC | 4,204 | $954.2K | 0.46% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 4,069 | $960.3K | 0.05% | −22−0.5% | Reduced |
| Valued Retirements, Inc. | 4,238 | $962.0K | 0.86% | +266+6.7% | Added |
| Midwest Trust Co | 4,321 | $980.7K | 0.01% | −115−2.6% | Reduced |
| Fulcrum Capital LLC | 4,328 | $982.3K | 0.20% | −155−3.5% | Reduced |
| J.Safra Asset Management Corp | 4,343 | $985.7K | 0.05% | +4,233+3,848.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,177 | $992.4K | 0.02% | +35+0.8% | Added |
| ProVise Management Group, LLC | 4,386 | $995.5K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,395 | $998.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,408 | $1.00M | 0.02% | +3,277+289.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,413 | $1.00M | 0.10% | +16+0.4% | Added |
| Tower Bridge Advisors | 4,425 | $1.00M | 0.09% | 00.0% | Unchanged |
| Capital Square, LLC | 4,360 | $1.01M | 0.44% | −178−3.9% | Reduced |
| TCG Advisory Services, LLC | 4,450 | $1.01M | 0.02% | +1,709+62.3% | Added |
| Alerus Financial NA | 4,459 | $1.01M | 0.04% | +2,536+131.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,471 | $1.01M | 0.29% | +521+13.2% | Added |
| AA Financial Advisors, LLC | 4,475 | $1.02M | 0.12% | +131+3.0% | Added |
| Joel Isaacson & Co., LLC | 4,480 | $1.02M | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,483 | $1.02M | 0.28% | +98+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,528 | $1.03M | 0.26% | −119−2.6% | Reduced |
| LongView Wealth Management | 4,539 | $1.03M | 0.26% | −108−2.3% | Reduced |
| Investment Advisory Group, LLC | 4,541 | $1.03M | 0.22% | −276−5.7% | Reduced |
| Strategy Asset Managers LLC | 4,553 | $1.03M | 0.15% | +1,037+29.5% | Added |
| Fidelis Capital Partners, LLC | 4,558 | $1.03M | 0.06% | −710−13.5% | Reduced |
| Buckley Wealth Management, LLC | 4,574 | $1.04M | 0.26% | +219+5.0% | Added |
| Lederer & Associates Investment Counsel | 4,649 | $1.05M | 0.69% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,706 | $1.07M | 0.12% | +102+2.2% | Added |
| Monetary Management Group Inc | 4,725 | $1.07M | 0.22% | −200−4.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,748 | $1.08M | 0.03% | +2,180+84.9% | Added |
| Dodds Wealth, LLC | 4,748 | $1.08M | 0.24% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,748 | $1.08M | 0.06% | +35+0.7% | Added |
| Advyzon Investment Management, LLC | 4,806 | $1.09M | 0.08% | +2,463+105.1% | Added |
| Geneos Wealth Management Inc. | 4,809 | $1.09M | 0.02% | −112−2.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,812 | $1.09M | 0.24% | −173−3.5% | Reduced |
| Flputnam Investment Management Co | 4,832 | $1.10M | 0.01% | +1,207+33.3% | Added |
| Proficio Capital Partners LLC | 4,862 | $1.10M | 0.04% | +4,862 | New |
| IFP Advisors, Inc | 4,887 | $1.11M | 0.02% | +453+10.2% | Added |
| Sapient Capital LLC | 4,922 | $1.12M | 0.01% | +4,922 | New |
| Finward Bancorp | 4,936 | $1.12M | 0.85% | −35−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 4,961 | $1.13M | 0.04% | +911+22.5% | Added |
| First American Trust, FSB | 4,968 | $1.13M | 0.07% | +375+8.2% | Added |
| Silver Oak Securities, Inc | 4,977 | $1.13M | 0.07% | +1,055+26.9% | Added |
| Retirement Planning Co of New England, Inc. | 4,982 | $1.13M | 0.41% | −287−5.4% | Reduced |
| Diversified Trust Co | 5,007 | $1.14M | 0.02% | −336−6.3% | Reduced |
| Commerzbank Aktiengesellschaft | 5,016 | $1.14M | 0.02% | −600−10.7% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $1.15M | 0.50% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,066 | $1.15M | 0.13% | +19+0.4% | Added |
| Cresset Asset Management, LLC | 5,087 | $1.15M | 0.00% | +3,418+204.8% | Added |
| Howard Capital Management Inc. | 5,095 | $1.16M | 0.01% | +2,963+139.0% | Added |
| Jackson Square Capital, LLC | 5,096 | $1.16M | 0.16% | −25−0.5% | Reduced |
| Busey Wealth Management | 5,111 | $1.16M | 0.03% | −329−6.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,130 | $1.16M | 0.09% | +17+0.3% | Added |
| Sara-Bay Financial | 5,135 | $1.17M | 0.31% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,162 | $1.17M | 0.03% | +2,876+125.8% | Added |
| Hanlon Investment Management, Inc. | 5,165 | $1.17M | 0.62% | +4,114+391.4% | Added |
| AE Wealth Management LLC | 5,195 | $1.18M | 0.01% | +1,093+26.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,213 | $1.18M | 0.04% | −500−8.8% | Reduced |
| CX Institutional | 5,219 | $1.19M | 0.03% | +1,582+43.5% | Added |
| Stableford Capital II LLC | 5,272 | $1.20M | 0.41% | −105−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 5,283 | $1.20M | 0.22% | −3,799−41.8% | Reduced |
| Perigon Wealth Management, LLC | 5,411 | $1.23M | 0.02% | +291+5.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,421 | $1.23M | 0.00% | +1,587+41.4% | Added |
| Picton Mahoney Asset Management | 5,443 | $1.24M | 0.01% | −2,657−32.8% | Reduced |
| Ibex Wealth Advisors | 5,495 | $1.25M | 0.10% | −76−1.4% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $1.25M | 0.38% | 00.0% | Unchanged |