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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
Coastal Bridge Advisors, LLC2,534$575.1K0.04%−413−14.0%Reduced
CWA Asset Management Group, LLC2,518$571.6K0.02%−30−1.2%Reduced
Stock Yards Bank & Trust Co2,514$570.6K0.02%−310−11.0%Reduced
IFG Advisory, LLC2,508$569.3K0.02%+2,508New
Hudock, Inc.2,503$568.3K0.07%+3+0.1%Added
Fukoku Mutual Life Insurance Co2,479$562.7K0.03%00.0%Unchanged
Retirement Planning Group, LLC2,476$562.0K0.31%−10.0%Reduced
Mesirow Financial Investment Management, Inc.2,470$560.6K0.01%−563−18.6%Reduced
bLong Financial, LLC2,450$556.1K0.36%00.0%Unchanged
Gold Investment Management Ltd.2,433$552.2K0.15%−37−1.5%Reduced
Whittier Trust Co2,356$548.2K0.01%−101−4.1%Reduced
Everpar Advisors LLC2,410$547.0K0.16%+194+8.8%Added
Cary Street Partner Investment Advisory LLC2,410$547.0K0.11%−95−3.8%Reduced
Capital Analysts, LLC2,405$546.0K0.01%−56−2.3%Reduced
AGH Wealth Advisors, LLC2,400$544.7K0.34%−11−0.5%Reduced
Badgley Phelps Wealth Managers, LLC2,399$544.5K0.01%−2−0.1%Reduced
Whalerock Point Partners, LLC2,398$544.3K0.09%00.0%Unchanged
44 Wealth Management LLC2,383$540.9K0.18%−120−4.8%Reduced
Soltis Investment Advisors LLC2,362$536.1K0.03%+712+43.2%Added
Sentinus, LLC2,353$534.1K0.04%+22+0.9%Added
Advisor OS, LLC2,339$531.0K0.04%−175−7.0%Reduced
Strategic Investment Advisors2,331$529.0K0.03%+39+1.7%Added
Severin Investments, LLC2,329$528.5K0.40%+2,329New
Clear Wave Wealth Management LLC2,327$528.1K0.12%+60+2.6%Added
Planned Solutions, Inc.2,326$527.9K0.15%+19+0.8%Added
Keebeck Wealth Management, LLC2,324$527.5K0.05%+537+30.1%Added
Wealth Science Advisors LLC2,316$525.7K0.23%+347+17.6%Added
Smith, Moore & Co.2,313$524.9K0.03%+243+11.7%Added
Parkwoods Wealth Partners, LLC2,306$523.3K0.08%+2,306New
Caerus Investment Advisors, LLC2,302$522.5K0.18%−193−7.7%Reduced
MTM Investment Management, LLC2,300$522.0K0.15%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC2,277$516.8K0.16%00.0%Unchanged
RCW Management, LLC2,265$514.2K0.46%−424−15.8%Reduced
Income Insurance Ltd2,248$510.2K0.30%+200+9.8%Added
Childress Capital Advisors, LLC2,245$509.5K0.08%−628−21.9%Reduced
AlTi Global, Inc.2,243$509.0K0.01%+618+38.0%Added
Parkside Financial Bank & Trust2,233$506.8K0.03%+199+9.8%Added
Index Technologies Group LLC2,229$505.9K0.40%−173−7.2%Reduced
Advisors Capital Management, LLC2,221$504.2K0.01%+518+30.4%Added
Portfolio Resources Advisor Group, Inc.2,218$503.4K0.43%−13−0.6%Reduced
Shelton Wealth Management, LLC2,216$503.0K0.20%+7+0.3%Added
Basecamp Wealth Advisors LLC2,213$502.3K0.09%00.0%Unchanged
Mission Financial Group, LLC2,211$501.8K0.42%+2,211New
Third View Private Wealth, LLC2,210$501.6K0.06%+2,210New
Circle Wealth Management, LLC2,210$501.6K0.01%+56+2.6%Added
Foster Group, Inc.2,194$498.0K0.01%+118+5.7%Added
SmartHarvest Portfolios, LLC2,193$497.8K0.16%+117+5.6%Added
Painted Porch Advisors LLC2,189$496.8K0.22%00.0%Unchanged
Modera Wealth Management, LLC2,183$495.5K0.01%+20+0.9%Added
Moss Adams Wealth Advisors LLC2,183$495.4K0.03%−37−1.7%Reduced
Pflug Koory, LLC2,174$493.4K0.20%−16−0.7%Reduced
Itau Unibanco Holding S.A.2,166$491.6K0.01%+2,166New
Foundations Investment Advisors, LLC2,159$490.0K0.01%+531+32.6%Added
Accent Capital Management, LLC2,158$489.8K0.21%+2,158New
Burke & Herbert Bank & Trust Co2,156$489.3K0.12%00.0%Unchanged
Capital Advisors Wealth Management, LLC2,144$486.7K0.06%+6+0.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,132$483.9K0.00%+1,950+1,071.4%Added
Gateway Investment Advisers LLC2,131$483.7K0.00%−1,233−36.7%Reduced
Chicago Partners Investment Group LLC1,944$480.4K0.01%−35−1.8%Reduced
Segment Wealth Management, LLC2,101$476.9K0.02%+339+19.2%Added
SNS Financial Group, LLC2,098$476.2K0.01%+77+3.8%Added
Phillips Wealth Planners LLC1,992$473.3K0.35%−9−0.4%Reduced
Bridgewater Advisors Inc.2,069$471.6K0.03%+82+4.1%Added
Monument Capital Management2,077$471.3K0.09%−32−1.5%Reduced
Values Added Financial LLC2,074$470.7K0.17%+209+11.2%Added
Pure Financial Advisors, Inc.2,074$470.7K0.01%+589+39.7%Added
Woodmont Investment Counsel LLC2,071$470.1K0.03%00.0%Unchanged
Cullinan Associates Inc2,065$468.7K0.04%−210−9.2%Reduced
Mystic Asset Management, Inc.2,065$468.7K0.10%−50−2.4%Reduced
Dickmeyer Boyce Financial Management, Inc.2,062$468.0K0.24%−4−0.2%Reduced
Quent Capital, LLC2,048$464.8K0.03%−36−1.7%Reduced
Sagewood Asset Management LP2,048$464.8K0.11%+2,048New
Purpose Unlimited Inc.2,036$462.1K0.02%00.0%Unchanged
Tempo Wealth, LLC2,034$461.6K0.07%+13+0.6%Added
Abel Hall, LLC2,031$460.9K0.08%+305+17.7%Added
Corient IA LLC2,030$460.7K0.42%00.0%Unchanged
Prudent Man Advisors, LLC2,030$460.7K0.11%+82+4.2%Added
Guyasuta Investment Advisors Inc2,024$459.4K0.02%00.0%Unchanged
Gross & Hartman Investments LLC2,016$457.6K0.20%00.0%Unchanged
Safe Harbor Family Capital, LLC2,016$457.6K0.31%00.0%Unchanged
SMART Wealth LLC2,010$456.3K0.10%+2,010New
Blue Fin Capital, Inc.2,009$456.0K0.07%−187−8.5%Reduced
Hardy Reed LLC2,003$454.7K0.03%+33+1.7%Added
C2C Wealth Management, LLC2,000$453.9K0.36%00.0%Unchanged
Colter Lewis Investment Partners LLC2,000$453.9K0.20%+2,000New
Cetera Trust Company, N.A1,990$451.7K0.23%00.0%Unchanged
Fisher Asset Management, LLC1,983$450.3K0.00%+583+41.6%Added
Private Trust Co NA1,977$448.7K0.04%+139+7.6%Added
Wellspring Financial Advisors, LLC1,967$446.5K0.03%−2−0.1%Reduced
Providence Financial Advisors, LLC1,965$446.0K0.25%+8+0.4%Added
Commons Capital, LLC1,957$444.1K0.31%+4+0.2%Added
New Republic Capital, LLC1,956$444.0K0.10%+27+1.4%Added
Discipline Wealth Solutions, LLC1,954$443.5K0.04%+34+1.8%Added
Baltimore-Washington Financial Advisors, Inc.1,952$443.0K0.02%−22−1.1%Reduced
PCM Encore, LLC1,945$441.5K0.08%+134+7.4%Added
Optas, LLC1,944$441.2K0.06%+93+5.0%Added
Gryphon Financial Partners LLC1,925$437.0K0.04%−9−0.5%Reduced
Onefund, LLC1,920$435.8K0.25%+32+1.7%Added
Regions Financial Corp1,909$433.3K0.00%+5+0.3%Added
Zions Bancorporation, National Association1,898$430.8K0.03%−17−0.9%Reduced