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 |
|---|---|---|---|---|---|
| AG2R la Mondiale Gestion D'Actifs | 31,632 | $7.18M | 0.26% | +3,321+11.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $7.17M | 0.34% | 00.0% | Unchanged |
| Legacy CG, LLC | 31,196 | $7.08M | 1.81% | −1,462−4.5% | Reduced |
| Pensionfund Sabic | 31,059 | $7.05M | 7.54% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 31,039 | $7.04M | 0.02% | +7,037+29.3% | Added |
| Bleakley Financial Group, LLC | 30,695 | $6.97M | 0.09% | +1,271+4.3% | Added |
| Callan Family Office, LLC | 30,679 | $6.96M | 0.14% | +1,099+3.7% | Added |
| Vontobel Holding Ltd. | 30,485 | $6.92M | 0.02% | −1,689−5.2% | Reduced |
| MAI Capital Management | 29,917 | $6.79M | 0.03% | +2,287+8.3% | Added |
| Blair William & Co | 29,219 | $6.63M | 0.02% | −1,101−3.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,441 | $6.46M | 0.20% | +2,698+10.5% | Added |
| Cinctive Capital Management LP | 28,380 | $6.44M | 0.26% | +28,380 | New |
| DoubleLine ETF Adviser LP | 28,313 | $6.43M | 2.65% | −4,054−12.5% | Reduced |
| Daymark Wealth Partners, LLC | 28,224 | $6.41M | 0.16% | +26,302+1,368.5% | Added |
| Boothbay Fund Management, LLC | 28,112 | $6.38M | 0.12% | −4,682−14.3% | Reduced |
| Horizon Investments, LLC | 27,805 | $6.29M | 0.07% | +2,778+11.1% | Added |
| MUFG Securities EMEA plc | 27,630 | $6.27M | 0.07% | −976−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,630 | $6.27M | 0.12% | −587−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 27,362 | $6.21M | 0.20% | +1,541+6.0% | Added |
| Union Bancaire Privee, UBP SA | 35,700 | $6.08M | 0.09% | +5,261+17.3% | Added |
| Red Cedar Investment Management, LLC | 26,713 | $6.06M | 0.57% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 26,452 | $6.00M | 0.17% | +1,800+7.3% | Added |
| TIAA Wealth Investment Management LLC | 26,163 | $5.94M | 0.04% | −2,834−9.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,066 | $5.92M | 0.35% | −61−0.2% | Reduced |
| Walter Public Investments Inc. | 25,895 | $5.88M | 1.41% | +22,895+763.2% | Added |
| Commerce Bank | 25,712 | $5.84M | 0.03% | −1,351−5.0% | Reduced |
| Pinnbrook Capital Management LP | 25,500 | $5.79M | 0.96% | +25,500 | New |
| Spire Wealth Management | 25,459 | $5.78M | 0.17% | −20.0% | Reduced |
| B&I Capital AG | 25,325 | $5.75M | 12.68% | −151,033−85.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 25,107 | $5.70M | 0.81% | −1,450−5.5% | Reduced |
| CSM Advisors, LLC | 25,076 | $5.69M | 0.12% | −45−0.2% | Reduced |
| Kingdon Capital Management, L.L.C. | 25,000 | $5.67M | 0.77% | −25,000−50.0% | Reduced |
| First Pacific Financial | 24,992 | $5.67M | 0.68% | −1,283−4.9% | Reduced |
| Benjamin Edwards Inc | 24,629 | $5.59M | 0.05% | +5,455+28.4% | Added |
| Siemens Fonds Invest GmbH | 24,200 | $5.49M | 0.27% | +635+2.7% | Added |
| Gamco Investors, Inc. Et Al | 24,173 | $5.49M | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 24,143 | $5.48M | 0.05% | +1,556+6.9% | Added |
| Ascent Group, LLC | 23,986 | $5.44M | 0.16% | +921+4.0% | Added |
| Ostrum Asset Management | 23,782 | $5.40M | 0.26% | −1,649−6.5% | Reduced |
| Bayhunt Capital LLC | 29,003 | $5.38M | 6.98% | −28,668−49.7% | Reduced |
| Dockside LLC | 23,680 | $5.37M | 1.26% | +23,680 | New |
| D L Carlson Investment Group Inc | 23,666 | $5.37M | 0.86% | −6,562−21.7% | Reduced |
| E. Ohman J:or Asset Management AB | 23,555 | $5.35M | 0.12% | −5,830−19.8% | Reduced |
| Perpetual Ltd | 23,510 | $5.34M | 0.08% | +1,094+4.9% | Added |
| Westover Capital Advisors, LLC | 23,389 | $5.31M | 0.88% | −82−0.3% | Reduced |
| Brown Advisory Inc | 23,295 | $5.29M | 0.01% | +616+2.7% | Added |
| Brentview Investment Management LLC | 23,070 | $5.24M | 2.07% | +628+2.8% | Added |
| Northeast Investment Management | 23,016 | $5.22M | 0.19% | +16,454+250.7% | Added |
| Assenagon Asset Management S.A. | 22,863 | $5.19M | 0.01% | −1,122−4.7% | Reduced |
| DRW Securities, LLC | 22,846 | $5.19M | 0.31% | −16,776−42.3% | Reduced |
| United Capital Financial Advisers, LLC | 22,702 | $5.15M | 0.03% | +314+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,633 | $5.14M | 0.06% | +307+1.4% | Added |
| Romano Brothers and Company | 22,570 | $5.12M | 0.52% | −310−1.4% | Reduced |
| Rice Partnership, LLC | 22,411 | $5.09M | 0.62% | +4,336+24.0% | Added |
| Boston Family Office LLC | 22,400 | $5.08M | 0.31% | −691−3.0% | Reduced |
| Park Avenue Securities LLC | 21,771 | $4.94M | 0.03% | −2,018−8.5% | Reduced |
| Raiffeisen Bank International AG | 21,369 | $4.87M | 0.06% | +4,066+23.5% | Added |
| MUFG Securities Americas Inc. | 21,261 | $4.83M | 0.25% | +1,954+10.1% | Added |
| V-Square Quantitative Management LLC | 21,261 | $4.83M | 0.46% | +2,386+12.6% | Added |
| Spinnaker Trust | 21,000 | $4.77M | 0.23% | −380−1.8% | Reduced |
| Argentarii, LLC | 20,987 | $4.74M | 1.43% | −129−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 20,808 | $4.72M | 0.09% | +1,572+8.2% | Added |
| Savant Capital, LLC | 21,653 | $4.71M | 0.01% | +13,633+170.0% | Added |
| Retirement Management Systems Inc. | 20,729 | $4.70M | 0.96% | +2,524+13.9% | Added |
| Portfolio Design Labs, LLC | 20,560 | $4.67M | 0.77% | +59+0.3% | Added |
| Asset Planning,Inc | 20,453 | $4.64M | 3.01% | +345+1.7% | Added |
| North Dakota State Investment Board | 20,447 | $4.64M | 0.19% | +527+2.6% | Added |
| Beacon Pointe Advisors, LLC | 20,305 | $4.61M | 0.02% | +3,900+23.8% | Added |
| Securian Asset Management, Inc | 18,758 | $4.56M | 0.16% | −171−0.9% | Reduced |
| Bleichroeder LP | 20,000 | $4.54M | 0.81% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 19,910 | $4.52M | 0.78% | +74+0.4% | Added |
| Sequoia Financial Advisors, LLC | 19,901 | $4.52M | 0.02% | +424+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 19,813 | $4.50M | 0.13% | +840+4.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,790 | $4.49M | 0.02% | +1,376+7.5% | Added |
| Hilton Capital Management, LLC | 19,653 | $4.46M | 0.30% | +1,216+6.6% | Added |
| Chesley Taft & Associates LLC | 19,540 | $4.43M | 0.17% | +205+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 19,257 | $4.37M | 0.02% | +9,509+97.5% | Added |
| Exchange Traded Concepts, LLC | 19,106 | $4.34M | 0.02% | +190+1.0% | Added |
| FJ Capital Management LLC | 19,095 | $4.33M | 0.56% | −182−0.9% | Reduced |
| YHB Investment Advisors, Inc. | 18,819 | $4.27M | 0.27% | +635+3.5% | Added |
| GAMMA Investing LLC | 18,496 | $4.20M | 0.16% | +1,968+11.9% | Added |
| Kinneret Advisory, LLC | 18,451 | $4.19M | 0.34% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 18,444 | $4.19M | 0.02% | +584+3.3% | Added |
| Allworth Financial LP | 18,436 | $4.18M | 0.02% | −1,823−9.0% | Reduced |
| Bessemer Group Inc | 18,394 | $4.17M | 0.01% | +1,656+9.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,014 | $4.09M | 0.24% | +403+2.3% | Added |
| Lincluden Management Ltd | 17,970 | $4.08M | 0.40% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 17,952 | $4.07M | 0.15% | −218−1.2% | Reduced |
| Nilsine Partners, LLC | 17,946 | $4.07M | 0.28% | −162−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 17,697 | $4.02M | 0.11% | +17,697 | New |
| Summit Place Financial Advisors, LLC | 17,666 | $4.01M | 1.76% | −1,430−7.5% | Reduced |
| Oppenheimer & Co Inc | 17,619 | $4.00M | 0.04% | −170−1.0% | Reduced |
| Morangie Management LLC | 17,435 | $3.96M | 3.29% | +284+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,385 | $3.95M | 0.02% | −6,071−25.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,339 | $3.94M | 0.14% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 17,176 | $3.90M | 0.33% | +1,881+12.3% | Added |
| Everence Capital Management Inc | 17,153 | $3.89M | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 17,040 | $3.87M | 0.06% | +6,384+59.9% | Added |
| Principal Securities, Inc. | 16,941 | $3.85M | 0.05% | +435+2.6% | Added |
| Harvest Investment Services, LLC | 16,911 | $3.84M | 0.59% | −2,243−11.7% | Reduced |