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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 70,711 | $16.0M | 0.07% | +45,715+182.9% | Added |
| Blue Chip Partners, Inc. | 70,337 | $16.0M | 1.01% | +1,933+2.8% | Added |
| Longbow Finance SA | 70,272 | $15.9M | 2.04% | +31,900+83.1% | Added |
| Westpac Banking Corp | 70,125 | $15.9M | 0.98% | +715+1.0% | Added |
| Janney Montgomery Scott LLC | 68,059 | $15.4M | 0.03% | −840−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 67,922 | $15.4M | 0.01% | −18,136−21.1% | Reduced |
| Central Trust Co | 66,895 | $15.2M | 0.27% | +200.0% | Added |
| Signature Estate & Investment Advisors LLC | 66,692 | $15.1M | 0.27% | +4,563+7.3% | Added |
| US Bancorp | 66,374 | $15.1M | 0.02% | +3,527+5.6% | Added |
| TD Waterhouse Canada Inc. | 65,218 | $15.0M | 0.04% | +6,889+11.8% | Added |
| Truist Financial Corp | 65,454 | $14.9M | 0.02% | +365+0.6% | Added |
| Groupe la Francaise | 63,338 | $14.4M | 0.18% | −2,888−4.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 66,988 | $14.3M | 0.28% | +13,389+25.0% | Added |
| Naviter Wealth, LLC | 61,832 | $14.0M | 1.27% | +12,519+25.4% | Added |
| Vestmark Advisory Solutions, Inc. | 61,077 | $13.9M | 0.13% | −836−1.4% | Reduced |
| Pensionfund DSM Netherlands | 60,253 | $13.7M | 7.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 59,902 | $13.6M | 0.12% | +21,335+55.3% | Added |
| Allspring Global Investments Holdings, LLC | 58,884 | $13.6M | 0.02% | −1,573−2.6% | Reduced |
| Atria Investments LLC | 59,553 | $13.5M | 0.14% | +8,578+16.8% | Added |
| Brookstone Capital Management | 59,171 | $13.4M | 0.13% | −8,581−12.7% | Reduced |
| Pathstone Holdings, LLC | 57,081 | $13.0M | 0.04% | +3,276+6.1% | Added |
| Empowered Funds, LLC | 57,241 | $13.0M | 0.07% | +14,690+34.5% | Added |
| Transamerica Financial Advisors, Inc. | 56,980 | $12.9M | 1.09% | +31,386+122.6% | Added |
| Man Group plc | 56,674 | $12.9M | 0.02% | −43,836−43.6% | Reduced |
| Mariner, LLC | 56,452 | $12.8M | 0.01% | −39,130−40.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 56,347 | $12.8M | 0.03% | +13,217+30.6% | Added |
| Elo Mutual Pension Insurance Co | 55,879 | $12.7M | 0.16% | +5,614+11.2% | Added |
| Gulf International Bank (UK) Ltd | 55,269 | $12.5M | 0.25% | +2,144+4.0% | Added |
| Mizuho Securities USA LLC | 55,265 | $12.5M | 0.20% | +13,083+31.0% | Added |
| Pacer Advisors, Inc. | 55,242 | $12.5M | 0.03% | +15,808+40.1% | Added |
| WESPAC Advisors SoCal, LLC | 55,045 | $12.5M | 2.24% | +1,119+2.1% | Added |
| Omers Administration Corp | 54,644 | $12.4M | 0.07% | +27,400+100.6% | Added |
| Windle Wealth, LLC | 54,154 | $12.3M | 4.94% | −68−0.1% | Reduced |
| Harbour Trust & Investment Management Co | 54,086 | $12.3M | 1.18% | −994−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 53,550 | $12.2M | 0.09% | +1,131+2.2% | Added |
| Hamilton Wealth, LLC | 53,352 | $12.1M | 2.22% | +53,352 | New |
| Vanderbilt University | 52,539 | $11.9M | 1.64% | +6,626+14.4% | Added |
| Advisors Asset Management, Inc. | 52,334 | $11.9M | 0.18% | −2,560−4.7% | Reduced |
| Agf Management Ltd | 51,195 | $11.6M | 0.05% | +19,177+59.9% | Added |
| Pinnacle Associates Ltd | 51,177 | $11.6M | 0.13% | +229+0.4% | Added |
| Lido Advisors, LLC | 50,575 | $11.5M | 0.04% | +695+1.4% | Added |
| Dorsey Wright & Associates | 49,572 | $11.3M | 1.91% | +26,664+116.4% | Added |
| Saudi Central Bank | 49,317 | $11.2M | 0.15% | +23,984+94.7% | Added |
| Triasima Portfolio Management inc. | 48,359 | $11.0M | 1.48% | +3,153+7.0% | Added |
| Alps Advisors Inc | 48,127 | $10.9M | 0.05% | +45,727+1,905.3% | Added |
| Jain Global LLC | 46,924 | $10.7M | 0.13% | +22,261+90.3% | Added |
| Bellars Harris Wealth Management, LLC | 46,790 | $10.6M | 2.16% | +46,790 | New |
| Capital International Ltd | 46,551 | $10.6M | 0.34% | +17,608+60.8% | Added |
| SRS Capital Advisors, Inc. | 45,461 | $10.3M | 0.07% | +43,245+1,951.5% | Added |
| Easterly Investment Partners LLC | 45,321 | $10.3M | 0.52% | −2,024−4.3% | Reduced |
| Vident Advisory, LLC | 45,285 | $10.3M | 0.08% | +1,458+3.3% | Added |
| Rational Advisors LLC | 43,800 | $9.94M | 0.91% | −600−1.4% | Reduced |
| Pier 88 Investment Partners LLC | 43,800 | $9.94M | 2.36% | +20,400+87.2% | Added |
| Kentucky Retirement Systems | 43,410 | $9.85M | 0.24% | +19,577+82.1% | Added |
| Azimuth Capital Investment Management LLC | 43,391 | $9.85M | 0.33% | −161−0.4% | Reduced |
| Windward Capital Management Co | 43,385 | $9.85M | 0.75% | +321+0.7% | Added |
| Indivisible Partners | 43,211 | $9.81M | 0.55% | −130.0% | Reduced |
| Bokf, NA | 43,157 | $9.80M | 0.14% | +4,287+11.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,737 | $9.70M | 0.08% | +8,357+24.3% | Added |
| Beacon Financial Planning, Inc | 42,657 | $9.68M | 3.29% | +25+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,188 | $9.57M | 0.04% | +5,896+16.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 41,957 | $9.52M | 0.43% | +1,699+4.2% | Added |
| Callahan Advisors, LLC | 41,924 | $9.52M | 0.72% | −443−1.0% | Reduced |
| Spirit of America Management Corp | 41,725 | $9.47M | 1.79% | +300+0.7% | Added |
| Landscape Capital Management, L.L.C. | 41,567 | $9.43M | 0.61% | +9,671+30.3% | Added |
| Steward Partners Investment Advisory, LLC | 41,482 | $9.42M | 0.05% | +18,922+83.9% | Added |
| Kestra Private Wealth Services, LLC | 41,281 | $9.37M | 0.10% | −61−0.1% | Reduced |
| Advisors Management Group Inc | 41,264 | $9.37M | 1.55% | −785−1.9% | Reduced |
| Azzad Asset Management Inc | 40,361 | $9.16M | 0.81% | +172+0.4% | Added |
| Clearbridge Investments, LLC | 40,305 | $9.15M | 0.01% | +40,305 | New |
| Fairfield Financial Advisors, LTD | 40,229 | $9.13M | 3.60% | +3,498+9.5% | Added |
| Carret Asset Management, LLC | 40,094 | $9.10M | 0.80% | −431−1.1% | Reduced |
| Arini Captial Management Ltd | 40,000 | $9.08M | 0.93% | +40,000 | New |
| Osmosis Investment Management UK Ltd | 39,982 | $9.07M | 0.42% | −25,321−38.8% | Reduced |
| Crossmark Global Holdings, Inc. | 39,847 | $9.04M | 0.12% | +308+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 39,690 | $9.01M | 0.29% | +39,690 | New |
| GeoWealth Management, LLC | 39,630 | $8.99M | 0.28% | +1,571+4.1% | Added |
| Peapack Gladstone Financial Corp | 39,432 | $8.95M | 0.10% | −1,637−4.0% | Reduced |
| Hartford Investment Management Co | 39,042 | $8.86M | 0.25% | −756−1.9% | Reduced |
| Meiji Yasuda America Inc | 38,649 | $8.77M | 1.47% | +4,894+14.5% | Added |
| Brinker Capital Investments, LLC | 38,400 | $8.72M | 0.07% | −1,258−3.2% | Reduced |
| Maryland State Retirement & Pension System | 37,758 | $8.57M | 0.15% | +3,099+8.9% | Added |
| Vinva Investment Management Ltd | 37,468 | $8.53M | 0.06% | +30,037+404.2% | Added |
| AMF Pensionsforsakring AB | 37,040 | $8.41M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 36,100 | $8.19M | 0.12% | +500+1.4% | Added |
| Generali Asset Management SPA SGR | 35,591 | $8.08M | 0.15% | −3,883−9.8% | Reduced |
| Atlantic Union Bankshares Corp | 35,400 | $8.03M | 0.13% | +2,703+8.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 34,976 | $7.94M | 1.20% | +12,159+53.3% | Added |
| New Mexico Educational Retirement Board | 34,748 | $7.89M | 0.20% | +4,000+13.0% | Added |
| Merit Financial Group, LLC | 34,745 | $7.89M | 0.05% | +1,025+3.0% | Added |
| LGT Group Foundation | 34,468 | $7.82M | 0.09% | −1,219−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,401 | $7.81M | 0.02% | −345−1.0% | Reduced |
| Brasada Capital Management, LP | 34,114 | $7.74M | 1.40% | −1,370−3.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 33,806 | $7.67M | 0.09% | −1,010−2.9% | Reduced |
| Two Sigma Investments, LP | 33,799 | $7.67M | 0.01% | −141,152−80.7% | Reduced |
| Asset Planning Services Inc | 33,415 | $7.58M | 3.22% | −1,685−4.8% | Reduced |
| KMG Fiduciary Partners, LLC | 32,947 | $7.48M | 0.69% | −2,558−7.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 32,878 | $7.46M | 1.49% | −188−0.6% | Reduced |
| Westwood Holdings Group Inc. | 32,711 | $7.42M | 0.06% | −1,267−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 31,880 | $7.24M | 0.04% | −2,086−6.1% | Reduced |