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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
Verus Capital Partners, LLC1,070$242.9K0.01%+1,070New
Douglas Lane & Associates, LLC1,067$242.2K0.00%+41+4.0%Added
Carter Financial Group, INC.1,066$242.0K0.13%−23−2.1%Reduced
Nicolet Bankshares Inc1,036$241.2K0.01%+1,036New
City State Bank1,061$240.8K0.06%00.0%Unchanged
Westfuller Advisors, LLC1,060$240.6K0.09%−11−1.0%Reduced
MONECO Advisors, LLC1,060$240.5K0.01%−22−2.0%Reduced
Diversified Portfolios, Inc.1,059$240.4K0.02%+33+3.2%Added
WealthTrust Asset Management, LLC1,058$240.2K0.13%+1,058New
Quadrant Private Wealth Management, LLC1,058$240.1K0.05%−278−20.8%Reduced
Intelligence Driven Advisers, LLC1,055$239.4K0.04%+1,055New
Monticello Wealth Management, LLC1,042$236.5K0.01%+1,042New
Annis Gardner Whiting Capital Advisors, LLC1,041$236.3K0.04%+53+5.4%Added
Magnus Financial Group LLC1,040$236.0K0.02%+1,040New
Mayflower Financial Advisors, LLC1,039$235.8K0.02%+1,039New
Crusonia Wealth Advisors LLC1,039$235.7K0.04%+22+2.2%Added
Paradigm Asset Management Co LLC1,038$235.6K0.05%−8,900−89.6%Reduced
Norris Perne & French LLP1,036$235.1K0.01%+1+0.1%Added
Stonebridge Financial Group, LLC1,038$235.0K0.03%+1,038New
CacheTech Inc.1,031$234.0K0.04%00.0%Unchanged
Emprise Bank1,030$233.8K0.09%00.0%Unchanged
Virtue Capital Management, LLC1,030$233.8K0.03%00.0%Unchanged
Fielder Capital Group LLC1,030$233.8K0.05%+12+1.2%Added
North Star Investment Management Corp.1,030$233.7K0.01%+9+0.9%Added
Carmel Capital Partners, LLC1,025$232.6K0.08%−6−0.6%Reduced
Seven Springs Wealth Group, LLC1,024$232.4K0.05%00.0%Unchanged
Capital Investment Advisory Services, LLC1,018$231.1K0.01%−593−36.8%Reduced
Armor Investment Advisors, LLC1,013$230.0K0.07%00.0%Unchanged
BCS Private Wealth Management, Inc.1,013$229.9K0.07%00.0%Unchanged
Financial Designs Corp1,005$228.1K0.12%−219−17.9%Reduced
First National Bank of Omaha1,000$227.7K0.01%+1,000New
Birch Financial Group, LLC1,002$227.5K0.12%−58−5.5%Reduced
Farallon Capital Management, L.L.C.1,000$227.0K0.00%−199,000−99.5%Reduced
Community Trust & Investment Co1,000$227.0K0.01%+1,000New
Provident Investment Management, Inc.1,000$227.0K0.02%+1,000New
Fortem Financial Group, LLC1,000$227.0K0.05%+1,000New
Mill Capital Management, LLC1,000$227.0K0.02%+1,000New
Legacy Financial Independent Advisors LLC1,000$227.0K0.11%+1,000New
Ballast, Inc.992$225.2K0.04%+992New
Capital Performance Advisors LLP992$225.1K0.01%−310−23.8%Reduced
Beacon Financial Advisory LLC990$224.7K0.04%+990New
Yoffe Investment Management, LLC989$224.5K0.26%+989New
Samara Investment Management, LLC989$224.5K0.21%+989New
Franchise GP Ltd988$224.2K0.10%+539+120.0%Added
Bollard Group LLC985$224.0K0.01%+3+0.3%Added
S-Bank Fund Management Ltd984$223.3K0.03%+984New
Hengehold Capital Management LLC981$222.7K0.02%+981New
Flagship Harbor Advisors, LLC980$222.5K0.01%−32−3.2%Reduced
David R. Rahn & Associates Inc.980$222.4K0.05%+980New
Paragon Private Wealth Management, LLC979$222.3K0.06%+979New
Trilogy Capital Inc.977$221.6K0.01%+977New
Werba Rubin Papier Wealth Management976$221.4K0.03%+976New
Commerce Advisors, LLC975$221.4K0.12%−130−11.8%Reduced
Family Capital Trust Co974$221.1K0.07%−1,368−58.4%Reduced
Ponta Wealth Partners, LLC972$220.6K0.12%+972New
RIA Advisory Group LLC971$220.5K0.05%+971New
Turning Point Benefit Group, Inc.970$220.4K0.09%+970New
Western Reserve Capital Management, LLC968$219.8K0.16%+968New
Axis Wealth Partners, LLC967$219.5K0.11%+967New
Jacobsen Capital Management966$219.3K0.06%+966New
Client 1st Advisory Group, LLC964$218.8K0.06%+964New
Baring Financial LLC963$218.6K0.12%+963New
Beacon Capital Management, LLC958$217.3K0.03%+958New
Tanglewood Wealth Management, Inc.957$217.2K0.02%+957New
Ethos Financial Group, LLC900$217.0K0.01%+900New
Hixon Zuercher, LLC954$216.5K0.06%+954New
SageView Advisory Group, LLC953$216.5K0.01%+953New
McElhenny Sheffield Capital Management, LLC952$216.1K0.05%+952New
Curated Wealth Partners LLC951$215.8K0.03%+951New
Heritage Family Offices, LLP950$215.6K0.08%+950New
Confluence Wealth Services, Inc.950$215.6K0.01%+950New
Pacific Excel Wealth Advisors, Inc.950$215.6K0.08%+950New
Chicago Capital, LLC949$215.4K0.01%+949New
Tritonpoint Wealth, LLC949$215.3K0.02%−178−15.8%Reduced
Kovack Advisors, Inc.935$215.1K0.01%+935New
Ameriflex Group, Inc.945$214.4K0.09%+21+2.3%Added
Hilltop Holdings Inc.945$214.3K0.02%+945New
Phocas Financial Corp.943$214.0K0.03%−96−9.2%Reduced
Thomasville National Bank941$213.6K0.01%+941New
Pallas Capital Advisors LLC939$213.1K0.01%+939New
Sunpointe, LLC939$213.1K0.06%+939New
Motco936$212.4K0.02%−28−2.9%Reduced
FDx Advisors, Inc.936$212.0K0.06%+936New
Petix & Botte Co932$211.5K0.04%+932New
Americana Partners, LLC931$211.3K0.00%+931New
Scholtz & Company, LLC930$211.1K0.11%+930New
Intergy Private Wealth, LLC930$211.1K0.05%+930New
Granville Capital, Inc.927$210.4K0.09%+927New
CM Wealth Advisors LLC927$210.4K0.04%+927New
TriaGen Wealth Management LLC925$209.9K0.05%+925New
Thurston, Springer, Miller, Herd & Titak, Inc.925$209.9K0.08%−35−3.6%Reduced
Fiduciary Trust Co924$209.7K0.00%+924New
Buckhead Capital Management LLC924$209.7K0.07%+924New
Summit Wealth Group LLC923$209.5K0.02%+923New
Scotia Capital Inc.922$209.3K0.00%−175−16.0%Reduced
Princeton Global Asset Management LLC920$208.8K0.03%−113−10.9%Reduced
Quad-Cities Investment Group, LLC913$207.3K0.07%+913New
Sanchez Gaunt Capital Management, LLC913$207.2K0.12%+913New
Kera Capital Partners, Inc.906$205.6K0.02%+906New
Meridian Wealth Management, LLC905$205.4K0.01%+905New