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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
Darwin Advisors, LLC0$1730.00%0New
Financial Life Planners0$980.00%0Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−475,209−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−235,296−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−139,764−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−67,061−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−66,207−100.0%Sold out
HBK Investments L P0$00.00%−62,515−100.0%Sold out
Quadrature Capital Ltd0$00.00%−49,122−100.0%Sold out
DuPont Capital Management Corp0$00.00%−41,770−100.0%Sold out
Beck Capital Management, LLC0$00.00%−33,965−100.0%Sold out
Verition Fund Management LLC0$00.00%−31,171−100.0%Sold out
Taproot Management LP0$00.00%−25,993−100.0%Sold out
L & S Advisors Inc0$00.00%−21,547−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−18,689−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−17,991−100.0%Sold out
Nearwater Capital Markets, Ltd0$00.00%−14,600−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−12,428−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−12,143−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−10,671−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−9,625−100.0%Sold out
Jump Financial, LLC0$00.00%−9,282−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−9,166−100.0%Sold out
Colony Capital, Inc.0$00.00%−6,850−100.0%Sold out
RiverFront Investment Group, LLC0$00.00%−6,239−100.0%Sold out
Evolve Private Wealth, LLC0$00.00%−5,595−100.0%Sold out
Friedenthal Financial0$00.00%−5,403−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,673−100.0%Sold out
Bard Associates Inc0$00.00%−4,277−100.0%Sold out
Donoghue Forlines LLC0$00.00%−3,879−100.0%Sold out
Golden State Equity Partners0$00.00%−3,379−100.0%Sold out
Sageworth Trust Co0$00.00%−2,976−100.0%Sold out
World Equity Group, Inc.0$00.00%−2,751−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,717−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−2,514−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,423−100.0%Sold out
Jane Street Group, LLC0$00.00%−2,331−100.0%Sold out
Beese Fulmer Investment Management, Inc.0$00.00%−2,142−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,029−100.0%Sold out
Old Mission Capital LLC0$00.00%−1,914−100.0%Sold out
Capstone Wealth Management Group, LLC0$00.00%−1,450−100.0%Sold out
Capital CS Group, LLC0$00.00%−1,330−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−1,288−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,248−100.0%Sold out
DV Trading LLC0$00.00%−1,200−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−1,162−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,172−100.0%Sold out
Greenwich Wealth Management LLC0$00.00%−1,081−100.0%Sold out
West Michigan Advisors, LLC0$00.00%−1,079−100.0%Sold out
111 Capital0$00.00%−1,055−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−1,050−100.0%Sold out
Intrua Financial, LLC0$00.00%−1,041−100.0%Sold out
Zacks Investment Management0$00.00%−1,038−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,017−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−704−100.0%Sold out
Elequin Capital LP0$00.00%−702−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−658−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−564−100.0%Sold out
Capula Management Ltd0$00.00%−549−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−395−100.0%Sold out
RWM Asset Management, LLC0$00.00%−335−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−270−100.0%Sold out
Root Financial Partners, LLC0$00.00%−217−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−150−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−148−100.0%Sold out
Burkett Financial Services, LLC0$00.00%−147−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−137−100.0%Sold out
Sachetta, LLC0$00.00%−133−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−97−100.0%Sold out
REAP Financial Group, LLC0$00.00%−75−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−47−100.0%Sold out
Operose Advisors LLC0$00.00%−44−100.0%Sold out
Clayton Financial Group LLC0$00.00%−35−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−28−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−25−100.0%Sold out
Richardson Capital Management LLC0$00.00%−21−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−14−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−9−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−9−100.0%Sold out
Vision Retirement, LLC0$00.00%−5−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−3−100.0%Sold out
Napier Financial, LLC0$00.00%−2−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−1−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Journey Strategic Wealth LLC––––Not filed
First Affirmative Financial Network––––Not filed
GM Advisory Group, Inc.––––Not filed
Leo Wealth, LLC––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
Jackson Hole Capital Partners, LLC––––Not filed
Arcadia Investment Management Corp––––Not filed
Sunbelt Securities, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed
Red Tortoise LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
Sofos Investments, Inc.––––Not filed