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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 904 | $205.2K | 0.07% | +904 | New |
| LM Advisors LLC | 902 | $205.0K | 0.02% | +902 | New |
| Terry L. Blaker | 900 | $204.3K | 0.01% | +900 | New |
| Patrick M Sweeney & Associates, Inc | 900 | $204.3K | 0.12% | +900 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 900 | $204.3K | 0.01% | +900 | New |
| Harmony Asset Management LLC | 898 | $203.9K | 0.05% | −526−36.9% | Reduced |
| TownSquare Capital, LLC | 895 | $203.1K | 0.04% | +895 | New |
| Elyxium Wealth, LLC | 886 | $201.1K | 0.02% | +886 | New |
| Vicus Capital | 885 | $200.9K | 0.01% | +885 | New |
| Founders Financial Alliance, LLC | 883 | $200.4K | 0.03% | +883 | New |
| Cary Street Partners Financial LLC | 875 | $198.6K | 0.00% | −10−1.1% | Reduced |
| Atlantic Trust, LLC | 871 | $197.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 871 | $197.7K | 0.12% | +37+4.4% | Added |
| UMA Financial Services, Inc. | 865 | $196.3K | 0.02% | +26+3.1% | Added |
| Global X Japan Co., Ltd. | 859 | $195.0K | 0.01% | −5−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 848 | $192.5K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 846 | $192.0K | 0.02% | −79−8.5% | Reduced |
| First United Bank Trust | 839 | $190.4K | 0.05% | +39+4.9% | Added |
| Glen Eagle Advisors, LLC | 838 | $190.2K | 0.02% | +140+20.1% | Added |
| Oslo Pensjonsforsikring AS | 833 | $189.1K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 831 | $188.6K | 0.02% | −75−8.3% | Reduced |
| Vanguard National Trust Co | 828 | $187.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 811 | $184.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 793 | $180.0K | 0.02% | −2−0.3% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 787 | $178.6K | 0.00% | −521−39.8% | Reduced |
| GHP Investment Advisors, Inc. | 776 | $176.1K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 769 | $174.5K | 0.14% | −22−2.8% | Reduced |
| HHM Wealth Advisors, LLC | 760 | $172.5K | 0.02% | +38+5.3% | Added |
| Means Investment Co., Inc. | 742 | $168.4K | 0.01% | +1+0.1% | Added |
| Centennial Bank | 740 | $168.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 735 | $166.8K | 0.01% | +154+26.5% | Added |
| CDKV Holdings LLC | 708 | $160.8K | 0.13% | 00.0% | Unchanged |
| Essential Partners LLC | 707 | $160.5K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 696 | $158.0K | 0.04% | +696 | New |
| Flagship Wealth Advisors, LLC | 675 | $153.2K | 0.03% | −40−5.6% | Reduced |
| Institute for Wealth Management, LLC. | 671 | $152.3K | 0.01% | +671 | New |
| Wiser Advisor Group LLC | 661 | $150.1K | 0.16% | +2+0.3% | Added |
| Stelac Advisory Services LLC | 657 | $149.1K | 0.03% | +140+27.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 650 | $148.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 637 | $144.6K | 0.02% | −2−0.3% | Reduced |
| Eastern Bank | 630 | $143.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 622 | $141.2K | 0.08% | +622 | New |
| Dauntless Investment Group, LLC | 619 | $140.5K | 0.24% | +619 | New |
| Deseret Mutual Benefit Administrators | 611 | $138.7K | 0.05% | −93−13.2% | Reduced |
| Orion Capital Management LLC | 606 | $137.5K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 603 | $136.8K | 0.00% | +47+8.5% | Added |
| Webster Bank, N. A. | 600 | $136.2K | 0.01% | −100−14.3% | Reduced |
| Camden Capital, LLC | 597 | $135.6K | 0.01% | −9−1.5% | Reduced |
| Creative Financial Designs Inc | 589 | $133.6K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 578 | $131.2K | 0.04% | −1,080−65.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 574 | $130.3K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 550 | $124.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 550 | $124.8K | 0.03% | +100+22.2% | Added |
| Ares Financial Consulting, LLC | 545 | $123.7K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 531 | $120.5K | 0.01% | +3+0.6% | Added |
| Bayforest Capital Ltd | 524 | $118.9K | 0.11% | +524 | New |
| Versant Capital Management, Inc | 516 | $117.1K | 0.01% | −384−42.7% | Reduced |
| Meeder Asset Management Inc | 483 | $109.6K | 0.01% | +482+48,200.0% | Added |
| Catalyst Capital Advisors LLC | 468 | $106.2K | 0.00% | −7−1.5% | Reduced |
| JNBA Financial Advisors | 458 | $104.0K | 0.01% | +258+129.0% | Added |
| Indiana Trust & Investment Management CO | 450 | $102.1K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 450 | $102.1K | 0.00% | +450 | New |
| Sit Investment Associates Inc | 450 | $102.0K | 0.00% | −435−49.2% | Reduced |
| Evolution Wealth Management Inc. | 447 | $101.5K | 0.06% | +193+76.0% | Added |
| Trust Co of Vermont | 447 | $101.5K | 0.00% | +447 | New |
| GW&K Investment Management, LLC | 440 | $100.0K | 0.00% | −5−1.1% | Reduced |
| Burk Holdings LLC | 437 | $99.2K | 0.04% | −2−0.5% | Reduced |
| Optiver Holding B.V. | 432 | $98.1K | 0.00% | +432 | New |
| Salomon & Ludwin, LLC | 419 | $96.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 416 | $94.4K | 0.05% | +15+3.7% | Added |
| Keating Financial Advisory Services, Inc. | 416 | $94.4K | 0.01% | +107+34.6% | Added |
| SHP Wealth Management | 412 | $93.6K | 0.01% | +297+258.3% | Added |
| Avalon Trust Co | 412 | $93.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 411 | $93.3K | 0.03% | +300+270.3% | Added |
| Tiaa Trust, National Association | 410 | $93.1K | 0.01% | −33−7.4% | Reduced |
| Wellington-Altus USA Inc. | 465 | $91.9K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $90.8K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $90.8K | 0.03% | 00.0% | Unchanged |
| Compass Financial Management LLC | 390 | $89.8K | 0.01% | +390 | New |
| Phillip James Consulting Co. | 374 | $84.9K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $84.0K | 0.01% | +11+3.1% | Added |
| Copia Wealth Management | 369 | $83.8K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $83.5K | 0.01% | −15−3.9% | Reduced |
| Bruce G. Allen Investments, LLC | 368 | $83.5K | 0.05% | −3−0.8% | Reduced |
| Atlas Capital Advisors LLC | 366 | $83.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 366 | $83.0K | 0.01% | +15+4.3% | Added |
| Caldwell Trust Co | 361 | $81.9K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 362 | $80.8K | 0.01% | +362 | New |
| Dnca Finance | 350 | $79.4K | 0.00% | +350 | New |
| Silvant Capital Management LLC | 348 | $79.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 346 | $78.5K | 0.00% | +16+4.8% | Added |
| N.E.W. Advisory Services LLC | 341 | $77.4K | 0.01% | +129+60.8% | Added |
| Cornerstone Planning Group LLC | 314 | $77.0K | 0.01% | −3−0.9% | Reduced |
| Piscataqua Savings Bank | 338 | $76.7K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 329 | $74.9K | 0.01% | −335−50.5% | Reduced |
| JPL Wealth Management, LLC | 328 | $74.4K | 0.01% | +15+4.8% | Added |
| Cassaday & Co Wealth Management LLC | 327 | $74.2K | 0.00% | −13−3.8% | Reduced |
| Rossby Financial, LCC | 325 | $73.8K | 0.01% | −90−21.7% | Reduced |
| Private Wealth Asset Management, LLC | 322 | $73.1K | 0.01% | −70−17.9% | Reduced |
| West Financial Advisors, LLC | 320 | $72.6K | 0.01% | 00.0% | Unchanged |