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 |
|---|---|---|---|---|---|
| Prosperity Bancshares Inc | 315 | $71.5K | 0.05% | −28−8.2% | Reduced |
| Asset Dedication, LLC | 315 | $71.5K | 0.00% | +5+1.6% | Added |
| Aventura Private Wealth, LLC | 315 | $71.5K | 0.02% | +310+6,200.0% | Added |
| Brown, Lisle/Cummings, Inc. | 301 | $68.3K | 0.02% | −9−2.9% | Reduced |
| IAG Wealth Partners, LLC | 300 | $68.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 300 | $68.1K | 0.01% | +8+2.7% | Added |
| WestEnd Advisors, LLC | 295 | $66.9K | 0.00% | −472−61.5% | Reduced |
| Kemnay Advisory Services Inc. | 284 | $64.5K | 0.01% | +3+1.1% | Added |
| Entrust Financial LLC | 280 | $63.6K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 276 | $62.6K | 0.01% | −15−5.2% | Reduced |
| Dunhill Financial, LLC | 271 | $61.7K | 0.01% | +41+17.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 270 | $61.4K | 0.00% | +15+5.9% | Added |
| Manitou Investment Management Ltd. | 270 | $61.3K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 265 | $60.1K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 250 | $56.7K | 0.02% | +250 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 248 | $56.3K | 0.02% | +171+222.1% | Added |
| Signature Equity Partners, LLC | 241 | $54.8K | 0.03% | −22−8.4% | Reduced |
| Hughes Financial Services, LLC | 241 | $54.7K | 0.01% | +34+16.4% | Added |
| Planning Strategies Inc. | 241 | $54.7K | 0.03% | +241 | New |
| Grove Bank & Trust | 240 | $54.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $52.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 227 | $51.4K | 0.01% | +1+0.4% | Added |
| Gill Capital Partners, LLC | 220 | $49.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 218 | $49.5K | 0.00% | −153−41.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 217 | $49.3K | 0.03% | −86−28.4% | Reduced |
| Kingdom Financial Group LLC. | 215 | $48.8K | 0.01% | −33−13.3% | Reduced |
| Joseph Group Capital Management | 214 | $48.6K | 0.01% | +98+84.5% | Added |
| Morse Asset Management, Inc | 211 | $47.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 207 | $47.0K | 0.01% | +46+28.6% | Added |
| Global Trust Asset Management, LLC | 200 | $45.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $45.4K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $45.4K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $45.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 197 | $44.7K | 0.01% | −26−11.7% | Reduced |
| Roxbury Financial LLC | 196 | $44.5K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 195 | $44.3K | 0.02% | −12−5.8% | Reduced |
| Frazier Financial Advisors, LLC | 189 | $42.9K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 188 | $42.7K | 0.00% | +2+1.1% | Added |
| S&T Bank | 188 | $42.7K | 0.01% | +58+44.6% | Added |
| Quest 10 Wealth Builders, Inc. | 184 | $41.8K | 0.03% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 177 | $41.4K | 0.03% | +177 | New |
| Bank of New Hampshire | 182 | $41.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 181 | $41.1K | 0.01% | +181 | New |
| Hazlett, Burt & Watson, Inc. | 182 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 177 | $40.2K | 0.02% | −125−41.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 176 | $39.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 174 | $39.5K | 0.02% | +1+0.6% | Added |
| Marquette Asset Management, LLC | 173 | $39.3K | 0.01% | −3−1.7% | Reduced |
| Sittner & Nelson, LLC | 171 | $38.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 169 | $38.0K | 0.00% | −22,496−99.3% | Reduced |
| Highline Wealth Partners LLC | 167 | $38.0K | 0.01% | +20+13.6% | Added |
| Clear Street Markets LLC | 164 | $37.2K | 0.01% | +49+42.6% | Added |
| NBT Bank N A | 163 | $36.9K | 0.00% | +1+0.6% | Added |
| High Note Wealth, LLC | 162 | $36.8K | 0.01% | +21+14.9% | Added |
| IMA Wealth, Inc. | 153 | $34.7K | 0.00% | +15+10.9% | Added |
| Park Place Capital Corp | 152 | $34.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 150 | $34.0K | 0.01% | +2+1.4% | Added |
| Albion Financial Group | 148 | $33.6K | 0.00% | −38−20.4% | Reduced |
| Solstein Capital, LLC | 148 | $33.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 144 | $32.7K | 0.00% | +7+5.1% | Added |
| Armstrong Advisory Group, Inc | 143 | $32.5K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 141 | $32.0K | 0.01% | −1−0.7% | Reduced |
| Covestor Ltd | 142 | $32.0K | 0.02% | −230−61.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 139 | $31.5K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 136 | $30.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 133 | $30.2K | 0.03% | +6+4.7% | Added |
| Ogorek Anthony Joseph | 135 | $30.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 127 | $28.8K | 0.01% | +8+6.7% | Added |
| ORG Wealth Partners, LLC | 126 | $28.6K | 0.00% | −1,064−89.4% | Reduced |
| Sfam, LLC | 125 | $28.4K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 121 | $28.0K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 120 | $27.3K | 0.00% | +120 | New |
| Bare Financial Services, Inc | 117 | $26.6K | 0.01% | +43+58.1% | Added |
| Independence Bank of Kentucky | 116 | $26.3K | 0.00% | −355−75.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 116 | $26.2K | 0.00% | +33+39.8% | Added |
| Coston, McIsaac & Partners | 115 | $26.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $25.6K | 0.00% | +113 | New |
| Vision Financial Markets LLC | 112 | $25.6K | 0.02% | +1+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 111 | $25.2K | 0.00% | −99−47.1% | Reduced |
| Wolff Wiese Magana LLC | 105 | $23.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 102 | $23.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $22.7K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $22.7K | 0.01% | +100 | New |
| West Branch Capital LLC | 100 | $22.7K | 0.01% | +100 | New |
| Downshift Financial, LLC | 98 | $22.2K | 0.01% | +98 | New |
| Kentucky Trust Co | 97 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 96 | $21.8K | 0.00% | +96 | New |
| Winch Advisory Services, LLC | 95 | $21.6K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 92 | $20.9K | 0.01% | +92 | New |
| Crewe Advisors LLC | 90 | $20.4K | 0.00% | +35+63.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 85 | $19.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 81 | $18.4K | 0.00% | −134−62.3% | Reduced |
| Premier Financial Group | 80 | $18.2K | 0.00% | +80 | New |
| Providence Capital Advisors, LLC | 79 | $17.9K | 0.00% | +79 | New |
| Reyes Financial Architecture, Inc. | 78 | $17.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 77 | $17.5K | 0.00% | 00.0% | Unchanged |