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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 16,826 | $3.82M | 0.40% | −517−3.0% | Reduced |
| Sterling Capital Management LLC | 16,804 | $3.81M | 0.06% | −14,802−46.8% | Reduced |
| Summit Trail Advisors, LLC | 16,508 | $3.75M | 0.05% | −66−0.4% | Reduced |
| Arkadios Wealth Advisors | 16,507 | $3.75M | 0.06% | −728−4.2% | Reduced |
| Centaurus Financial, Inc. | 16,460 | $3.74M | 0.15% | +736+4.7% | Added |
| Liberty Capital Management, Inc. | 16,257 | $3.69M | 0.63% | +16,257 | New |
| Sound View Wealth Advisors Group, LLC | 16,200 | $3.68M | 0.23% | +234+1.5% | Added |
| Impax Asset Management Group plc | 16,081 | $3.65M | 0.02% | −1,108−6.4% | Reduced |
| Private Advisor Group, LLC | 16,063 | $3.65M | 0.02% | −7,290−31.2% | Reduced |
| Grimes & Company, Inc. | 15,957 | $3.62M | 0.08% | +3,279+25.9% | Added |
| Capital Investment Advisors, LLC | 15,898 | $3.61M | 0.05% | −1,055−6.2% | Reduced |
| Pensionmark Financial Group, LLC | 17,975 | $3.60M | 0.06% | −177−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,694 | $3.56M | 0.12% | +1,244+8.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 15,500 | $3.52M | 0.02% | −10,000−39.2% | Reduced |
| Entropy Technologies, LP | 15,468 | $3.51M | 0.14% | +15,468 | New |
| Tower Research Capital LLC (TRC) | 15,267 | $3.47M | 0.08% | −26,735−63.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,170 | $3.44M | 0.09% | +1,359+9.8% | Added |
| Brant Point Investment Management LLC | 15,014 | $3.41M | 0.76% | −9,500−38.8% | Reduced |
| CAPROCK Group, Inc. | 14,624 | $3.32M | 0.06% | +3,464+31.0% | Added |
| Global Retirement Partners, LLC | 14,473 | $3.28M | 0.05% | +14,473 | New |
| Edgemoor Investment Advisors, Inc. | 14,360 | $3.26M | 0.22% | −25−0.2% | Reduced |
| Sumitomo Life Insurance Co | 14,344 | $3.26M | 0.05% | −829−5.5% | Reduced |
| RMR Wealth Builders | 14,308 | $3.25M | 0.20% | +14,308 | New |
| Glenmede Trust Co NA | 14,271 | $3.24M | 0.01% | +868+6.5% | Added |
| Signaturefd, LLC | 14,174 | $3.22M | 0.04% | +400+2.9% | Added |
| Nations Financial Group Inc, | 14,115 | $3.20M | 0.15% | −9−0.1% | Reduced |
| Change Path, LLC | 14,109 | $3.20M | 0.07% | +268+1.9% | Added |
| James Investment Research Inc | 14,049 | $3.19M | 0.32% | +3,953+39.2% | Added |
| Plato Investment Management Ltd | 14,060 | $3.17M | 0.18% | +5,113+57.1% | Added |
| O'Rourke & Company, Inc | 13,961 | $3.17M | 1.11% | +37+0.3% | Added |
| GLOBALT Investments LLC | 13,771 | $3.13M | 0.11% | +645+4.9% | Added |
| Simon Quick Advisors, LLC | 13,768 | $3.12M | 0.13% | −73−0.5% | Reduced |
| Twin Capital Management Inc | 13,734 | $3.12M | 0.34% | +1,985+16.9% | Added |
| Advance Capital Management, Inc. | 13,722 | $3.11M | 0.10% | −33−0.2% | Reduced |
| Triglav Skladi, D.O.O. | 13,666 | $3.10M | 0.16% | −1,200−8.1% | Reduced |
| Banque Cantonale Vaudoise | 13,663 | $3.10M | 0.12% | −14,745−51.9% | Reduced |
| Sarasin & Partners LLP | 13,657 | $3.10M | 0.04% | −3,784−21.7% | Reduced |
| Verde Capital Management | 13,469 | $3.06M | 0.57% | −567−4.0% | Reduced |
| Farther Finance Advisors, LLC | 13,408 | $3.04M | 0.02% | +2,124+18.8% | Added |
| Savvy Advisors, Inc. | 13,261 | $3.01M | 0.06% | +1,642+14.1% | Added |
| Group One Trading, L.P. | 13,235 | $3.00M | 0.09% | −4,546−25.6% | Reduced |
| Garrison Bradford & Associates Inc | 13,126 | $2.98M | 3.23% | −150−1.1% | Reduced |
| Coldstream Capital Management Inc | 13,091 | $2.97M | 0.04% | −2,813−17.7% | Reduced |
| Walleye Trading LLC | 13,048 | $2.96M | 0.04% | +2,887+28.4% | Added |
| RSM US Wealth Management LLC | 13,006 | $2.95M | 0.03% | +215+1.7% | Added |
| Brown Brothers Harriman & Co | 12,934 | $2.94M | 0.01% | +3,698+40.0% | Added |
| NTV Asset Management LLC | 12,592 | $2.86M | 0.28% | 00.0% | Unchanged |
| Huntington National Bank | 12,389 | $2.81M | 0.01% | +2,492+25.2% | Added |
| Penserra Capital Management LLC | 12,394 | $2.81M | 0.02% | +5,921+91.5% | Added |
| Park Edge Advisors, LLC | 12,381 | $2.81M | 0.60% | +6,930+127.1% | Added |
| Old Second National Bank of Aurora | 12,363 | $2.81M | 0.53% | −1,372−10.0% | Reduced |
| LDR Capital Management LLC | 12,276 | $2.79M | 3.22% | −125−1.0% | Reduced |
| Bailard, Inc. | 12,098 | $2.75M | 0.06% | +2,296+23.4% | Added |
| J.W. Cole Advisors, Inc. | 12,058 | $2.74M | 0.05% | −120−1.0% | Reduced |
| Davenport & Co LLC | 11,936 | $2.71M | 0.01% | +1,058+9.7% | Added |
| Anchor Bay Capital, Inc. | 11,393 | $2.68M | 1.45% | +11,393 | New |
| High Point Wealth Management, LLC | 11,535 | $2.62M | 2.14% | +423+3.8% | Added |
| Ossiam | 11,533 | $2.62M | 0.03% | +2,055+21.7% | Added |
| Wesbanco Bank Inc | 11,456 | $2.60M | 0.06% | −643−5.3% | Reduced |
| Contravisory Investment Management, Inc. | 11,263 | $2.56M | 0.45% | +246+2.2% | Added |
| Tema ETFs LLC | 11,250 | $2.55M | 0.08% | +1,015+9.9% | Added |
| Advisory Services Network, LLC | 11,244 | $2.55M | 0.03% | +7,399+192.4% | Added |
| Csenge Advisory Group | 11,091 | $2.52M | 0.10% | +11,091 | New |
| Quantitative Investment Management, LLC | 10,943 | $2.48M | 0.27% | +6,135+127.6% | Added |
| Hartford Funds Management Co LLC | 10,891 | $2.47M | 0.20% | +231+2.2% | Added |
| Snowden Capital Advisors LLC | 10,829 | $2.46M | 0.06% | −308−2.8% | Reduced |
| Welch Group, LLC | 10,731 | $2.44M | 0.08% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 10,721 | $2.43M | 0.00% | −199,607−94.9% | Reduced |
| Ballentine Partners, LLC | 10,536 | $2.39M | 0.03% | −69−0.7% | Reduced |
| Gerald Baker Financial Group LLC | 10,493 | $2.38M | 0.68% | +27+0.3% | Added |
| Atomi Financial Group, Inc. | 10,460 | $2.37M | 0.06% | +431+4.3% | Added |
| Prospera Financial Services Inc | 10,400 | $2.36M | 0.03% | −1,529−12.8% | Reduced |
| Integrated Wealth Concepts LLC | 10,374 | $2.35M | 0.02% | −210−2.0% | Reduced |
| Fig Financial Advisory Services Inc | 10,365 | $2.35M | 1.38% | +4,012+63.2% | Added |
| Resources Investment Advisors, LLC. | 10,280 | $2.33M | 0.02% | −778−7.0% | Reduced |
| Frank, Rimerman Advisors LLC | 10,221 | $2.32M | 0.13% | +25+0.2% | Added |
| Purkiss Capital Advisors LLC | 10,208 | $2.32M | 0.88% | +1,265+14.1% | Added |
| Greenleaf Trust | 10,180 | $2.31M | 0.02% | −317−3.0% | Reduced |
| Baird Financial Group, Inc. | 10,165 | $2.31M | 0.00% | +401+4.1% | Added |
| Western Financial Corp | 10,140 | $2.30M | 0.67% | +187+1.9% | Added |
| Everhart Financial Group, Inc. | 10,138 | $2.30M | 0.15% | −258−2.5% | Reduced |
| Wedmont Private Capital | 9,931 | $2.30M | 0.06% | +407+4.3% | Added |
| American Assets Investment Management, LLC | 10,000 | $2.27M | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,965 | $2.26M | 0.12% | −44−0.4% | Reduced |
| Mutual Advisors, LLC | 9,928 | $2.25M | 0.04% | +649+7.0% | Added |
| BDF-Gestion | 19,654 | $2.23M | 0.66% | +5,577+39.6% | Added |
| Clearstead Advisors, LLC | 9,777 | $2.22M | 0.02% | +3,983+68.7% | Added |
| American Financial Advisors, LLC | 9,594 | $2.18M | 0.26% | −257−2.6% | Reduced |
| RDA Financial Network | 9,586 | $2.18M | 0.47% | −1,342−12.3% | Reduced |
| We Are One Seven, LLC | 9,549 | $2.17M | 0.04% | +591+6.6% | Added |
| Waterloo Capital, L.P. | 9,501 | $2.16M | 0.12% | −39−0.4% | Reduced |
| Denali Advisors LLC | 9,499 | $2.16M | 0.22% | +164+1.8% | Added |
| GF Fund Management Co. Ltd. | 9,481 | $2.15M | 0.03% | −627−6.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 9,397 | $2.13M | 0.01% | +1,370+17.1% | Added |
| D.A. Davidson & Co. | 9,137 | $2.07M | 0.01% | −173−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,095 | $2.06M | 0.03% | +856+10.4% | Added |
| Independent Advisor Alliance | 9,027 | $2.05M | 0.05% | +343+3.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,018 | $2.05M | 0.55% | +32+0.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 8,962 | $2.03M | 0.23% | −451−4.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,898 | $2.02M | 0.04% | −68−0.8% | Reduced |