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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 8,874 | $2.01M | 0.04% | −3,869−30.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,824 | $2.00M | 0.02% | +1,526+20.9% | Added |
| Jeppson Wealth Management, LLC | 8,799 | $2.00M | 0.59% | −100−1.1% | Reduced |
| Agate Pass Investment Management, LLC | 8,785 | $1.99M | 0.74% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,755 | $1.99M | 0.03% | −19,420−68.9% | Reduced |
| J. Safra Sarasin Holding AG | 9,009 | $1.97M | 0.03% | −410−4.4% | Reduced |
| AlphaCore Capital LLC | 8,651 | $1.96M | 0.04% | +2,158+33.2% | Added |
| Virtus Investment Advisers, Inc. | 8,582 | $1.95M | 0.45% | −1,760−17.0% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 8,538 | $1.94M | 0.74% | +4,248+99.0% | Added |
| Trueblood Wealth Management, LLC | 8,513 | $1.93M | 0.67% | +243+2.9% | Added |
| Summit Global Investments | 8,449 | $1.92M | 0.10% | +141+1.7% | Added |
| Clear Trail Advisors, LLC | 8,438 | $1.92M | 0.29% | +3,907+86.2% | Added |
| Sigma Planning Corp | 8,406 | $1.91M | 0.05% | −168−2.0% | Reduced |
| Schnieders Capital Management, LLC. | 8,346 | $1.89M | 0.25% | +20.0% | Added |
| IPG Investment Advisors LLC | 8,302 | $1.88M | 0.27% | +8,302 | New |
| PFG Investments, LLC | 8,278 | $1.88M | 0.07% | +265+3.3% | Added |
| Smartleaf Asset Management LLC | 8,160 | $1.86M | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,160 | $1.85M | 0.03% | −77−0.9% | Reduced |
| VestGen Advisors, LLC | 8,144 | $1.85M | 0.05% | +148+1.9% | Added |
| Allianz SE | 8,110 | $1.84M | 0.02% | −160−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 8,084 | $1.83M | 0.02% | −17,050−67.8% | Reduced |
| IMC-Chicago, LLC | 8,055 | $1.83M | 0.02% | +8,055 | New |
| Emergent Wealth Advisors, LLC | 8,069 | $1.82M | 0.95% | +122+1.5% | Added |
| American National Bank | 7,992 | $1.81M | 0.15% | +594+8.0% | Added |
| WESPAC Advisors, LLC | 7,987 | $1.81M | 0.88% | +7,987 | New |
| Marex Group plc | 7,986 | $1.81M | 0.01% | +3,475+77.0% | Added |
| Highview Capital Management LLC | 7,981 | $1.81M | 0.52% | +243+3.1% | Added |
| Kornitzer Capital Management Inc | 7,900 | $1.79M | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,851 | $1.78M | 0.02% | +1,391+21.5% | Added |
| Pinebridge Investments LLC | 7,777 | $1.77M | 0.01% | +2,110+37.2% | Added |
| Arbor Capital Management Inc | 7,501 | $1.76M | 1.73% | −1,263−14.4% | Reduced |
| Stratos Wealth Partners, LTD. | 7,634 | $1.73M | 0.02% | +1,342+21.3% | Added |
| Stephens Inc | 7,625 | $1.73M | 0.02% | −300−3.8% | Reduced |
| Parallel Advisors, LLC | 7,614 | $1.73M | 0.03% | +453+6.3% | Added |
| Harbor Investment Advisory, LLC | 7,613 | $1.73M | 0.12% | +1,247+19.6% | Added |
| Equitable Holdings, Inc. | 7,584 | $1.72M | 0.01% | −2,220−22.6% | Reduced |
| Profund Advisors LLC | 7,576 | $1.72M | 0.05% | +92+1.2% | Added |
| IHT Wealth Management, LLC | 7,489 | $1.70M | 0.04% | +1,249+20.0% | Added |
| Frec Markets, Inc. | 7,392 | $1.68M | 0.15% | +2,379+47.5% | Added |
| Florida Financial Advisors, LLC | 7,353 | $1.67M | 0.28% | +1,996+37.3% | Added |
| Saturna Capital CORP | 7,350 | $1.67M | 0.02% | +145+2.0% | Added |
| Sagespring Wealth Partners, LLC | 7,338 | $1.67M | 0.03% | +447+6.5% | Added |
| GTS Securities LLC | 7,188 | $1.63M | 0.03% | −3,920−35.3% | Reduced |
| Phoenix Holdings Ltd. | 7,152 | $1.62M | 0.01% | −3,188−30.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,054 | $1.60M | 0.29% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,043 | $1.60M | 0.02% | +780+12.5% | Added |
| Stiles Financial Services Inc | 7,033 | $1.60M | 0.40% | −23−0.3% | Reduced |
| Ancora Advisors, LLC | 7,005 | $1.59M | 0.03% | −374−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,998 | $1.59M | 0.10% | +29+0.4% | Added |
| Wealth Architects, LLC | 6,968 | $1.58M | 0.12% | +23+0.3% | Added |
| S&A Financial Services, Inc. | 6,768 | $1.54M | 0.94% | −199−2.9% | Reduced |
| Cigna Investments Inc | 6,759 | $1.53M | 0.20% | +201+3.1% | Added |
| Brighton Jones LLC | 6,751 | $1.53M | 0.03% | −348−4.9% | Reduced |
| Wealthspire Advisors, LLC | 6,687 | $1.52M | 0.01% | +2,055+44.4% | Added |
| Modern Wealth Management, LLC | 6,649 | $1.51M | 0.02% | +562+9.2% | Added |
| Hantz Financial Services, Inc. | 6,642 | $1.51M | 0.02% | −115−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,590 | $1.50M | 0.06% | −41−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,564 | $1.49M | 0.15% | −5,570−45.9% | Reduced |
| ASR Vermogensbeheer N.V. | 6,546 | $1.49M | 0.02% | −89,876−93.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,540 | $1.48M | 0.07% | +412+6.7% | Added |
| Ieq Capital, LLC | 6,504 | $1.48M | 0.01% | −3,019−31.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $1.48M | 0.69% | +6,500 | New |
| Great Lakes Advisors, LLC | 6,478 | $1.47M | 0.01% | −335−4.9% | Reduced |
| Sax Wealth Advisors, LLC | 7,417 | $1.47M | 0.06% | −142−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 6,442 | $1.46M | 0.04% | +64+1.0% | Added |
| Ashton Thomas Securities, LLC | 6,242 | $1.46M | 0.22% | +1,042+20.0% | Added |
| Level Four Advisory Services, LLC | 6,408 | $1.45M | 0.04% | −72−1.1% | Reduced |
| Baldwin Investment Management, LLC | 6,392 | $1.45M | 0.14% | +2,516+64.9% | Added |
| Texas Yale Capital Corp. | 6,354 | $1.44M | 0.03% | +102+1.6% | Added |
| Summit Financial, LLC | 6,343 | $1.44M | 0.02% | −10.0% | Reduced |
| Apella Capital, LLC | 6,033 | $1.43M | 0.02% | +17+0.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $1.43M | 0.99% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,315 | $1.43M | 0.03% | +2,717+75.5% | Added |
| Kesler, Norman & Wride, LLC | 6,309 | $1.43M | 0.23% | +2,680+73.8% | Added |
| Davy Global Fund Management Ltd | 6,282 | $1.43M | 0.09% | +621+11.0% | Added |
| Brookfield Asset Management Inc. | 6,233 | $1.41M | 0.00% | −300,786−98.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,183 | $1.40M | 0.05% | −661−9.7% | Reduced |
| Pacific Sun Financial Corp | 6,063 | $1.38M | 0.57% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,055 | $1.37M | 0.04% | −202−3.2% | Reduced |
| M&G Plc | 6,047 | $1.37M | 0.01% | +1,261+26.3% | Added |
| Essex Financial Services, Inc. | 6,027 | $1.37M | 0.07% | +271+4.7% | Added |
| PeakShares LLC | 6,007 | $1.36M | 1.01% | +6,007 | New |
| Gordian Capital Singapore Pte Ltd | 6,000 | $1.36M | 2.34% | +1,600+36.4% | Added |
| Qtron Investments LLC | 5,978 | $1.36M | 0.18% | −82−1.4% | Reduced |
| Elevatus Welath Management | 5,967 | $1.35M | 0.33% | +5,967 | New |
| Dudley Capital Management, LLC | 5,950 | $1.35M | 0.54% | −75−1.2% | Reduced |
| Syon Capital LLC | 5,908 | $1.34M | 0.06% | +340+6.1% | Added |
| Mosaic Family Wealth Partners, LLC | 5,904 | $1.34M | 0.09% | +2,790+89.6% | Added |
| Trustmark National Bank Trust Department | 5,872 | $1.33M | 0.08% | −57−1.0% | Reduced |
| BSW Wealth Partners | 5,831 | $1.32M | 0.15% | −186−3.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,819 | $1.32M | 0.32% | −2,288−28.2% | Reduced |
| Ellevest, Inc. | 5,830 | $1.32M | 0.16% | −93−1.6% | Reduced |
| Richwood Investment Advisors, LLC | 5,808 | $1.32M | 0.93% | −249−4.1% | Reduced |
| Sun Life Financial INC | 5,760 | $1.31M | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,728 | $1.30M | 0.19% | +737+14.8% | Added |
| Markowski Investments | 5,720 | $1.30M | 0.29% | +5,720 | New |
| Morey & Quinn Wealth Partners, LLC | 5,698 | $1.29M | 0.83% | −1,300−18.6% | Reduced |
| CVFG LLC | 5,651 | $1.28M | 0.13% | 00.0% | Unchanged |
| Ninety One UK Ltd | 5,647 | $1.28M | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,626 | $1.28M | 0.02% | +130+2.4% | Added |