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 |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 5,611 | $1.27M | 0.06% | +740+15.2% | Added |
| McDonald Partners LLC | 5,506 | $1.25M | 0.30% | +5,506 | New |
| Lumbard & Kellner, LLC | 5,496 | $1.25M | 0.38% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5,495 | $1.25M | 0.10% | −76−1.4% | Reduced |
| Picton Mahoney Asset Management | 5,443 | $1.24M | 0.01% | −2,657−32.8% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,421 | $1.23M | 0.00% | +1,587+41.4% | Added |
| Perigon Wealth Management, LLC | 5,411 | $1.23M | 0.02% | +291+5.7% | Added |
| Prestige Wealth Management Group LLC | 5,283 | $1.20M | 0.22% | −3,799−41.8% | Reduced |
| Stableford Capital II LLC | 5,272 | $1.20M | 0.41% | −105−2.0% | Reduced |
| CX Institutional | 5,219 | $1.19M | 0.03% | +1,582+43.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,213 | $1.18M | 0.04% | −500−8.8% | Reduced |
| AE Wealth Management LLC | 5,195 | $1.18M | 0.01% | +1,093+26.6% | Added |
| Hanlon Investment Management, Inc. | 5,165 | $1.17M | 0.62% | +4,114+391.4% | Added |
| Advisory Alpha, LLC | 5,162 | $1.17M | 0.03% | +2,876+125.8% | Added |
| Sara-Bay Financial | 5,135 | $1.17M | 0.31% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,130 | $1.16M | 0.09% | +17+0.3% | Added |
| Busey Wealth Management | 5,111 | $1.16M | 0.03% | −329−6.0% | Reduced |
| Jackson Square Capital, LLC | 5,096 | $1.16M | 0.16% | −25−0.5% | Reduced |
| Howard Capital Management Inc. | 5,095 | $1.16M | 0.01% | +2,963+139.0% | Added |
| Cresset Asset Management, LLC | 5,087 | $1.15M | 0.00% | +3,418+204.8% | Added |
| Premier Path Wealth Partners, LLC | 5,066 | $1.15M | 0.13% | +19+0.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $1.15M | 0.50% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,016 | $1.14M | 0.02% | −600−10.7% | Reduced |
| Diversified Trust Co | 5,007 | $1.14M | 0.02% | −336−6.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,982 | $1.13M | 0.41% | −287−5.4% | Reduced |
| Silver Oak Securities, Inc | 4,977 | $1.13M | 0.07% | +1,055+26.9% | Added |
| First American Trust, FSB | 4,968 | $1.13M | 0.07% | +375+8.2% | Added |
| Prosperity Consulting Group, LLC | 4,961 | $1.13M | 0.04% | +911+22.5% | Added |
| Finward Bancorp | 4,936 | $1.12M | 0.85% | −35−0.7% | Reduced |
| Sapient Capital LLC | 4,922 | $1.12M | 0.01% | +4,922 | New |
| IFP Advisors, Inc | 4,887 | $1.11M | 0.02% | +453+10.2% | Added |
| Proficio Capital Partners LLC | 4,862 | $1.10M | 0.04% | +4,862 | New |
| Flputnam Investment Management Co | 4,832 | $1.10M | 0.01% | +1,207+33.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,812 | $1.09M | 0.24% | −173−3.5% | Reduced |
| Geneos Wealth Management Inc. | 4,809 | $1.09M | 0.02% | −112−2.3% | Reduced |
| Advyzon Investment Management, LLC | 4,806 | $1.09M | 0.08% | +2,463+105.1% | Added |
| PDS Planning, Inc | 4,748 | $1.08M | 0.06% | +35+0.7% | Added |
| Dodds Wealth, LLC | 4,748 | $1.08M | 0.24% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,748 | $1.08M | 0.03% | +2,180+84.9% | Added |
| Monetary Management Group Inc | 4,725 | $1.07M | 0.22% | −200−4.1% | Reduced |
| SJS Investment Consulting Inc. | 4,706 | $1.07M | 0.12% | +102+2.2% | Added |
| Lederer & Associates Investment Counsel | 4,649 | $1.05M | 0.69% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,574 | $1.04M | 0.26% | +219+5.0% | Added |
| Fidelis Capital Partners, LLC | 4,558 | $1.03M | 0.06% | −710−13.5% | Reduced |
| Strategy Asset Managers LLC | 4,553 | $1.03M | 0.15% | +1,037+29.5% | Added |
| Investment Advisory Group, LLC | 4,541 | $1.03M | 0.22% | −276−5.7% | Reduced |
| LongView Wealth Management | 4,539 | $1.03M | 0.26% | −108−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,528 | $1.03M | 0.26% | −119−2.6% | Reduced |
| Alteri Wealth LLC | 4,483 | $1.02M | 0.28% | +98+2.2% | Added |
| Joel Isaacson & Co., LLC | 4,480 | $1.02M | 0.03% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,475 | $1.02M | 0.12% | +131+3.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,471 | $1.01M | 0.29% | +521+13.2% | Added |
| Alerus Financial NA | 4,459 | $1.01M | 0.04% | +2,536+131.9% | Added |
| TCG Advisory Services, LLC | 4,450 | $1.01M | 0.02% | +1,709+62.3% | Added |
| Capital Square, LLC | 4,360 | $1.01M | 0.44% | −178−3.9% | Reduced |
| Tower Bridge Advisors | 4,425 | $1.00M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,413 | $1.00M | 0.10% | +16+0.4% | Added |
| Axxcess Wealth Management, LLC | 4,408 | $1.00M | 0.02% | +3,277+289.7% | Added |
| Ingalls & Snyder LLC | 4,395 | $998.0K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,386 | $995.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,177 | $992.4K | 0.02% | +35+0.8% | Added |
| J.Safra Asset Management Corp | 4,343 | $985.7K | 0.05% | +4,233+3,848.2% | Added |
| Fulcrum Capital LLC | 4,328 | $982.3K | 0.20% | −155−3.5% | Reduced |
| Midwest Trust Co | 4,321 | $980.7K | 0.01% | −115−2.6% | Reduced |
| Valued Retirements, Inc. | 4,238 | $962.0K | 0.86% | +266+6.7% | Added |
| Foster Victor Wealth Advisors, LLC | 4,069 | $960.3K | 0.05% | −22−0.5% | Reduced |
| Panoramic Investment Advisors, LLC | 4,204 | $954.2K | 0.46% | 00.0% | Unchanged |
| Saiph Capital, LLC | 4,197 | $952.6K | 0.29% | +248+6.3% | Added |
| Johnson Investment Counsel Inc | 4,174 | $947.4K | 0.01% | +137+3.4% | Added |
| Associated Banc-Corp | 4,166 | $945.6K | 0.02% | −8−0.2% | Reduced |
| St Germain D J Co Inc | 4,159 | $944.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,140 | $940.0K | 0.23% | −6,979−62.8% | Reduced |
| Life Cycle Investment Partners Ltd | 4,121 | $935.3K | 0.00% | −4,257−50.8% | Reduced |
| Tuttle Tactical Management | 4,112 | $933.3K | 0.63% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,108 | $932.5K | 0.09% | +92+2.3% | Added |
| Simplicity Wealth,LLC | 4,100 | $930.6K | 0.03% | +364+9.7% | Added |
| River Street Advisors LLC | 4,087 | $927.6K | 0.27% | +14+0.3% | Added |
| Beto Financial Group, LLC | 3,749 | $917.9K | 0.48% | +27+0.7% | Added |
| Bull Harbor Capital LLC | 4,039 | $916.7K | 0.18% | +11+0.3% | Added |
| L2 Asset Management, LLC | 4,037 | $916.3K | 0.10% | +328+8.8% | Added |
| Cambria Investment Management, L.P. | 4,031 | $914.9K | 0.05% | +779+24.0% | Added |
| Manske Wealth Management | 4,025 | $913.6K | 0.23% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,999 | $907.7K | 0.33% | −267−6.3% | Reduced |
| LRI Investments, LLC | 3,995 | $906.7K | 0.07% | −225−5.3% | Reduced |
| HBK Sorce Advisory LLC | 3,821 | $906.5K | 0.02% | +87+2.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,980 | $903.3K | 0.05% | −60−1.5% | Reduced |
| Churchill Financial Advisors, LLC | 3,970 | $901.1K | 0.17% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,922 | $890.2K | 0.00% | −9,901−71.6% | Reduced |
| Comprehensive Money Management Services LLC | 3,921 | $889.9K | 0.56% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,881 | $880.8K | 0.03% | −100−2.5% | Reduced |
| Glenview Trust Co | 3,877 | $880.0K | 0.01% | −25−0.6% | Reduced |
| Southland Equity Partners LLC | 3,852 | $874.2K | 0.15% | +9+0.2% | Added |
| TD Private Client Wealth LLC | 3,823 | $867.7K | 0.02% | −11−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,813 | $865.5K | 0.01% | +16+0.4% | Added |
| 180 Wealth Advisors, LLC | 3,748 | $850.8K | 0.09% | −141−3.6% | Reduced |
| Drake & Associates, LLC | 3,742 | $849.4K | 0.14% | −3,465−48.1% | Reduced |
| Driehaus Capital Management LLC | 3,734 | $847.5K | 0.00% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 3,693 | $838.2K | 0.30% | −117−3.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,692 | $838.0K | 0.32% | −322−8.0% | Reduced |
| Rehmann Capital Advisory Group | 3,681 | $835.6K | 0.04% | +39+1.1% | Added |