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 |
|---|---|---|---|---|---|
| Family Wealth Partners, LLC | 3,678 | $834.7K | 0.26% | +48+1.3% | Added |
| AlphaGrep UK Ltd | 3,634 | $824.8K | 0.25% | +581+19.0% | Added |
| Panagora Asset Management Inc | 3,625 | $822.8K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,605 | $818.5K | 0.22% | +12+0.3% | Added |
| Van Hulzen Asset Management, LLC | 3,596 | $816.2K | 0.06% | +29+0.8% | Added |
| Catalyst Financial Partners LLC | 3,566 | $809.4K | 0.08% | +80+2.3% | Added |
| Caisse des Depots Et Consignations | 3,563 | $808.7K | 0.01% | +3,563 | New |
| Integrated Advisors Network LLC | 3,550 | $805.8K | 0.04% | −544−13.3% | Reduced |
| Fortress Wealth Group, LLC | 3,177 | $800.8K | 0.28% | +190+6.4% | Added |
| Stonebridge Financial Group, LLC | 3,527 | $800.5K | 0.06% | +22+0.6% | Added |
| Widmann Financial Services, Inc. | 3,521 | $799.3K | 0.43% | +2,492+242.2% | Added |
| Koshinski Asset Management, Inc. | 3,511 | $796.8K | 0.04% | +349+11.0% | Added |
| FSM Wealth Advisors, LLC | 3,489 | $791.8K | 0.08% | +89+2.6% | Added |
| Values First Advisors, Inc. | 3,484 | $790.8K | 0.36% | −3,311−48.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $788.5K | 0.21% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,471 | $787.8K | 0.08% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 3,406 | $773.1K | 0.17% | −134−3.8% | Reduced |
| HighPoint Advisor Group LLC | 3,404 | $772.7K | 0.03% | +311+10.1% | Added |
| LCNB Corp | 3,392 | $769.9K | 0.24% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,385 | $768.3K | 0.01% | +265+8.5% | Added |
| Providence First Trust Co | 3,342 | $758.5K | 0.21% | +606+22.1% | Added |
| Hamrick Investment Counsel, llc | 3,340 | $758.1K | 0.50% | +3,340 | New |
| CoreCap Advisors, LLC | 3,337 | $757.4K | 0.02% | −266−7.4% | Reduced |
| Balboa Wealth Partners | 3,306 | $750.3K | 0.10% | −875−20.9% | Reduced |
| Eurizon SLJ Capital Ltd | 3,297 | $748.3K | 0.28% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,190 | $748.0K | 0.25% | −869−21.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,284 | $745.3K | 0.35% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 3,155 | $744.6K | 0.45% | +3,155 | New |
| Aureus Asset Management, LLC | 3,280 | $744.5K | 0.05% | +430+15.1% | Added |
| Shelton Capital Management | 3,278 | $744.0K | 0.01% | 00.0% | Unchanged |
| GWN Securities Inc. | 3,275 | $743.4K | 0.12% | −155−4.5% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $737.7K | 0.33% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,221 | $731.1K | 0.08% | +54+1.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,197 | $725.6K | 0.03% | −3−0.1% | Reduced |
| Angeles Wealth Management, LLC | 3,196 | $725.5K | 0.03% | +101+3.3% | Added |
| National Asset Management, Inc. | 3,157 | $719.0K | 0.04% | +21+0.7% | Added |
| Maia Wealth LLC | 3,164 | $718.2K | 0.11% | +432+15.8% | Added |
| Pettyjohn, Wood & White, Inc | 3,156 | $716.3K | 0.10% | −218−6.5% | Reduced |
| Moran Wealth Management, LLC | 3,141 | $712.9K | 0.02% | +502+19.0% | Added |
| Hendershot Investments Inc. | 3,126 | $709.6K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 3,117 | $707.4K | 0.04% | +7+0.2% | Added |
| Continuum Advisory, LLC | 3,117 | $707.4K | 0.06% | −2,529−44.8% | Reduced |
| HF Advisory Group, LLC | 3,086 | $700.4K | 0.22% | −253−7.6% | Reduced |
| PlanVest Financial, Inc | 3,073 | $697.4K | 0.47% | +10.0% | Added |
| Waddell & Associates, LLC | 3,071 | $697.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 3,063 | $695.1K | 0.04% | +247+8.8% | Added |
| Alpha Zero LLC | 2,837 | $685.1K | 0.26% | +1,187+71.9% | Added |
| Triad Wealth Partners, LLC | 2,935 | $684.2K | 0.04% | +469+19.0% | Added |
| Valmark Advisers, Inc. | 3,009 | $683.0K | 0.01% | +19+0.6% | Added |
| Conning Inc. | 3,007 | $682.5K | 0.02% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,961 | $681.6K | 0.01% | +678+29.7% | Added |
| Massmutual Trust Co FSB | 2,973 | $674.8K | 0.02% | −24−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 2,970 | $674.1K | 0.05% | +658+28.5% | Added |
| MOR Wealth Management, LLC | 2,969 | $673.9K | 0.27% | +2,969 | New |
| Spirepoint Private Client, LLC | 2,962 | $672.3K | 0.05% | −56−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,959 | $671.7K | 0.02% | +1,079+57.4% | Added |
| Dogwood Wealth Management LLC | 2,953 | $670.2K | 0.26% | −773−20.7% | Reduced |
| Western Wealth Management, LLC | 2,948 | $669.1K | 0.02% | +409+16.1% | Added |
| Crestwood Advisors Group LLC | 2,943 | $667.9K | 0.01% | +407+16.0% | Added |
| Facet Wealth, Inc. | 2,940 | $667.3K | 0.01% | +822+38.8% | Added |
| Ronald Blue Trust, Inc. | 2,920 | $662.8K | 0.01% | −51−1.7% | Reduced |
| Lazard Asset Management LLC | 2,913 | $661.2K | 0.00% | +1,693+138.8% | Added |
| Shrier Wealth Management, LLC | 2,899 | $657.9K | 0.22% | +2+0.1% | Added |
| Quotient Wealth Partners, LLC | 2,887 | $655.2K | 0.02% | +208+7.8% | Added |
| Lynx Capital Group Ltd | 2,878 | $653.2K | 0.26% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,776 | $650.9K | 0.03% | +279+11.2% | Added |
| Mather Group, LLC. | 2,864 | $650.1K | 0.01% | +64+2.3% | Added |
| LGT Fund Management Co Ltd. | 2,857 | $648.5K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 2,841 | $644.9K | 0.02% | +488+20.7% | Added |
| Wakefield Asset Management LLLP | 2,828 | $641.9K | 0.14% | +74+2.7% | Added |
| Norden Group LLC | 2,817 | $639.5K | 0.05% | +503+21.7% | Added |
| Heartland Bank & Trust Co | 2,816 | $639.1K | 0.13% | −38−1.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,816 | $639.1K | 0.21% | +89+3.3% | Added |
| First Citizens Bank & Trust Co | 2,815 | $638.9K | 0.01% | +221+8.5% | Added |
| Buckingham Strategic Partners | 2,777 | $630.5K | 0.01% | −474−14.6% | Reduced |
| Moors & Cabot, Inc. | 2,773 | $629.4K | 0.02% | −350−11.2% | Reduced |
| Money Concepts Capital Corp | 2,770 | $628.7K | 0.03% | +2,770 | New |
| Harvest Fund Management Co., Ltd | 2,769 | $628.0K | 0.02% | −556−16.7% | Reduced |
| Resonant Capital Advisors, LLC | 2,753 | $624.8K | 0.03% | +55+2.0% | Added |
| Alta Advisers Ltd | 2,733 | $620.3K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,728 | $619.2K | 0.02% | +284+11.6% | Added |
| Ausdal Financial Partners, Inc. | 2,717 | $616.7K | 0.02% | +2,717 | New |
| First Horizon Corp | 2,713 | $615.8K | 0.02% | +94+3.6% | Added |
| Covenant Asset Management, LLC | 2,711 | $615.3K | 0.11% | +122+4.7% | Added |
| Valeo Financial Advisors, LLC | 2,711 | $615.3K | 0.01% | +37+1.4% | Added |
| ZWJ Investment Counsel Inc | 2,683 | $609.0K | 0.02% | +2,683 | New |
| Brown Miller Wealth Management, LLC | 2,682 | $608.8K | 0.15% | +2,682 | New |
| Dakota Wealth Management | 2,666 | $605.2K | 0.01% | −210−7.3% | Reduced |
| Wedbush Securities Inc | 2,662 | $604.0K | 0.02% | −160−5.7% | Reduced |
| E Fund Management Co., Ltd. | 2,658 | $603.3K | 0.01% | +86+3.3% | Added |
| Hartline Investment Corp | 2,652 | $601.9K | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 2,640 | $599.2K | 0.00% | −88,147−97.1% | Reduced |
| Jacobi Capital Management LLC | 2,639 | $599.0K | 0.03% | +77+3.0% | Added |
| Foresight Group Ltd Liability Partnership | 2,598 | $595.4K | 0.11% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,622 | $595.1K | 0.26% | +252+10.6% | Added |
| Ashton Thomas Private Wealth, LLC | 2,620 | $594.7K | 0.01% | +1,347+105.8% | Added |
| Chicago Trust Co NA | 2,594 | $588.8K | 0.09% | +42+1.6% | Added |
| QTR Family Wealth, LLC | 2,580 | $585.5K | 0.20% | +17+0.7% | Added |
| Visionary Wealth Advisors | 2,578 | $585.1K | 0.02% | +6+0.2% | Added |
| West Family Investments, Inc. | 2,569 | $583.1K | 0.17% | +48+1.9% | Added |