WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 10)
1,604 institutional investment managers reported a WELL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $160.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WELL 13F holders ranked 901–1,000 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | IFG Advisory#901 · 2,508 sh | 2,508 | $569.3K | 0.02% | New |
| 902 | Hudock#902 · 2,503 sh | 2,503 | $568.3K | — | +0.1% |
| 903 | FUKOKU MUTUAL LIFE INSURANCE#903 · 2,479 sh | 2,479 | $562.7K | 0.03% | 0.0% |
| 904 | RETIREMENT PLANNING GROUP, / NY#904 · 2,476 sh | 2,476 | $562.0K | 0.31% | 0.0% |
| 905 | Mesirow Financial Investment Management#905 · 2,470 sh | 2,470 | $560.6K | <0.01% | -18.6% |
| 906 | bLong Financial#906 · 2,450 sh | 2,450 | $556.1K | 0.36% | 0.0% |
| 907 | Gold Investment Management Ltd.#907 · 2,433 sh | 2,433 | $552.2K | — | -1.5% |
| 908 | WHITTIER#908 · 2,356 sh | 2,356 | $548.2K | <0.01% | -4.1% |
| 909 | EVERPAR ADVISORS#909 · 2,410 sh | 2,410 | $547.0K | 0.16% | +8.8% |
| 910 | CARY STREET PARTNERS INVESTMENT ADVISORY#910 · 2,410 sh | 2,410 | $547.0K | 0.11% | -3.8% |
| 911 | Capital Analysts#911 · 2,405 sh | 2,405 | $546.0K | 0.01% | -2.3% |
| 912 | AGH Wealth Advisors#912 · 2,400 sh | 2,400 | $544.7K | — | -0.5% |
| 913 | Badgley Phelps Wealth Managers#913 · 2,399 sh | 2,399 | $544.5K | — | -0.1% |
| 914 | WHALEROCK POINT PARTNERS#914 · 2,398 sh | 2,398 | $544.3K | 0.09% | 0.0% |
| 915 | 44 WEALTH MANAGEMENT#915 · 2,383 sh | 2,383 | $540.9K | 0.18% | -4.8% |
| 916 | Soltis Investment Advisors#916 · 2,362 sh | 2,362 | $536.1K | 0.03% | +43.2% |
| 917 | Sentinus#917 · 2,353 sh | 2,353 | $534.1K | 0.04% | +0.9% |
| 918 | Advisor OS#918 · 2,339 sh | 2,339 | $531.0K | 0.04% | -7.0% |
| 919 | Strategic Investment Advisors / MI#919 · 2,331 sh | 2,331 | $529.0K | 0.03% | +1.7% |
| 920 | Severin Investments#920 · 2,329 sh | 2,329 | $528.5K | 0.40% | New |
| 921 | CLEAR WAVE WEALTH MANAGEMENT#921 · 2,327 sh | 2,327 | $528.1K | 0.10% | +2.6% |
| 922 | Planned Solutions#922 · 2,326 sh | 2,326 | $527.9K | — | +0.8% |
| 923 | Keebeck Wealth Management#923 · 2,324 sh | 2,324 | $527.5K | 0.05% | +30.1% |
| 924 | Wealth Science Advisors#924 · 2,316 sh | 2,316 | $525.7K | — | +17.6% |
| 925 | SMITH, MOORE#925 · 2,313 sh | 2,313 | $524.9K | 0.03% | +11.7% |
| 926 | Parkwoods Wealth Partners#926 · 2,306 sh | 2,306 | $523.3K | 0.08% | New |
| 927 | Caerus Investment Advisors#927 · 2,302 sh | 2,302 | $522.5K | 0.17% | -7.7% |
| 928 | MTM Investment Management#928 · 2,300 sh | 2,300 | $522.0K | 0.15% | 0.0% |
| 929 | BARNES PETTEY FINANCIAL ADVISORS#929 · 2,277 sh | 2,277 | $516.8K | 0.16% | 0.0% |
| 930 | RCW Management#930 · 2,265 sh | 2,265 | $514.2K | 0.46% | -15.8% |
| 931 | Income Insurance Ltd#931 · 2,248 sh | 2,248 | $510.2K | — | +9.8% |
| 932 | CHILDRESS CAPITAL ADVISORS#932 · 2,245 sh | 2,245 | $509.5K | 0.08% | -21.9% |
| 933 | AlTi Global#933 · 2,243 sh | 2,243 | $509.0K | 0.01% | +38.0% |
| 934 | Index Technologies Group#934 · 2,229 sh | 2,229 | $505.9K | 0.40% | -7.2% |
| 935 | Advisors Capital Management#935 · 2,221 sh | 2,221 | $504.2K | <0.01% | +30.4% |
| 936 | Portfolio Resources Advisor Group#936 · 2,218 sh | 2,218 | $503.4K | — | -0.6% |
| 937 | SHELTON WEALTH MANAGEMENT#937 · 2,216 sh | 2,216 | $503.0K | — | +0.3% |
| 938 | Basecamp Wealth Advisors#938 · 2,213 sh | 2,213 | $502.3K | 0.09% | 0.0% |
| 939 | Mission Financial Group#939 · 2,211 sh | 2,211 | $501.8K | — | — |
| 940 | Third View Private Wealth#940 · 2,210 sh | 2,210 | $501.6K | 0.06% | New |
| 941 | Circle Wealth Management#941 · 2,210 sh | 2,210 | $501.6K | <0.01% | +2.6% |
| 942 | Foster Group#942 · 2,194 sh | 2,194 | $498.0K | — | +5.7% |
| 943 | SmartHarvest Portfolios#943 · 2,193 sh | 2,193 | $497.8K | — | +5.6% |
| 944 | Painted Porch Advisors#944 · 2,189 sh | 2,189 | $496.8K | 0.22% | 0.0% |
| 945 | Modera Wealth Management#945 · 2,183 sh | 2,183 | $495.5K | <0.01% | +0.9% |
| 946 | Moss Adams Wealth Advisors#946 · 2,183 sh | 2,183 | $495.4K | 0.03% | -1.7% |
| 947 | Pflug Koory#947 · 2,174 sh | 2,174 | $493.4K | — | -0.7% |
| 948 | Itau Unibanco Holding S.A.#948 · 2,166 sh | 2,166 | $491.6K | <0.01% | New |
| 949 | Foundations Investment Advisors#949 · 2,159 sh | 2,159 | $490.0K | <0.01% | +32.6% |
| 950 | Accent Capital Management#950 · 2,158 sh | 2,158 | $489.8K | 0.21% | New |
| 951 | BURKE & HERBERT BANK#951 · 2,156 sh | 2,156 | $489.3K | 0.12% | 0.0% |
| 952 | Capital Advisors Wealth Management#952 · 2,144 sh | 2,144 | $486.7K | — | +0.3% |
| 953 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#953 · 2,132 sh | 2,132 | $483.9K | — | +1071.4% |
| 954 | GATEWAY INVESTMENT ADVISERS#954 · 2,131 sh | 2,131 | $483.7K | — | -36.7% |
| 955 | Chicago Partners Investment Group#955 · 1,944 sh | 1,944 | $480.4K | — | -1.8% |
| 956 | Segment Wealth Management#956 · 2,101 sh | 2,101 | $476.9K | — | +19.2% |
| 957 | SNS Financial Group#957 · 2,098 sh | 2,098 | $476.2K | <0.01% | +3.8% |
| 958 | Phillips Wealth Planners#958 · 1,992 sh | 1,992 | $473.3K | 0.35% | -0.4% |
| 959 | Bridgewater Advisors#959 · 2,069 sh | 2,069 | $471.6K | 0.03% | +4.1% |
| 960 | Monument Capital Management#960 · 2,077 sh | 2,077 | $471.3K | — | -1.5% |
| 961 | Values Added Financial#961 · 2,074 sh | 2,074 | $470.7K | 0.17% | +11.2% |
| 962 | Pure Financial Advisors#962 · 2,074 sh | 2,074 | $470.7K | <0.01% | +39.7% |
| 963 | WOODMONT INVESTMENT COUNSEL#963 · 2,071 sh | 2,071 | $470.1K | 0.03% | 0.0% |
| 964 | CULLINAN ASSOCIATES#964 · 2,065 sh | 2,065 | $468.7K | 0.04% | -9.2% |
| 965 | Mystic Asset Management#965 · 2,065 sh | 2,065 | $468.7K | — | -2.4% |
| 966 | Dickmeyer Boyce Financial Management#966 · 2,062 sh | 2,062 | $468.0K | — | -0.2% |
| 967 | Sagewood Asset Management#967 · 2,048 sh | 2,048 | $464.8K | 0.11% | New |
| 968 | Quent Capital#968 · 2,048 sh | 2,048 | $464.8K | 0.03% | -1.7% |
| 969 | Purpose Unlimited#969 · 2,036 sh | 2,036 | $462.1K | 0.02% | 0.0% |
| 970 | Tempo Wealth#970 · 2,034 sh | 2,034 | $461.6K | — | +0.6% |
| 971 | Abel Hall#971 · 2,031 sh | 2,031 | $460.9K | — | +17.7% |
| 972 | Prudent Man Advisors#972 · 2,030 sh | 2,030 | $460.7K | 0.11% | +4.2% |
| 973 | Corient IA#973 · 2,030 sh | 2,030 | $460.7K | 0.42% | 0.0% |
| 974 | GUYASUTA INVESTMENT ADVISORS#974 · 2,024 sh | 2,024 | $459.4K | — | 0.0% |
| 975 | Gross & Hartman Investments#975 · 2,016 sh | 2,016 | $457.6K | 0.20% | 0.0% |
| 976 | Safe Harbor Family Capital#976 · 2,016 sh | 2,016 | $457.6K | 0.31% | 0.0% |
| 977 | SMART Wealth#977 · 2,010 sh | 2,010 | $456.3K | 0.10% | New |
| 978 | Blue Fin Capital#978 · 2,009 sh | 2,009 | $456.0K | 0.07% | -8.5% |
| 979 | Hardy Reed#979 · 2,003 sh | 2,003 | $454.7K | 0.03% | +1.7% |
| 980 | C2C Wealth Management#980 · 2,000 sh | 2,000 | $453.9K | — | 0.0% |
| 981 | Colter Lewis Investment Partners#981 · 2,000 sh | 2,000 | $453.9K | 0.20% | New |
| 982 | Cetera Company, N.A#982 · 1,990 sh | 1,990 | $451.7K | 0.23% | 0.0% |
| 983 | Fisher Asset Management#983 · 1,983 sh | 1,983 | $450.3K | <0.01% | +41.6% |
| 984 | PRIVATE NA#984 · 1,977 sh | 1,977 | $448.7K | — | +7.6% |
| 985 | Wellspring Financial Advisors#985 · 1,967 sh | 1,967 | $446.5K | 0.03% | -0.1% |
| 986 | Providence Financial Advisors#986 · 1,965 sh | 1,965 | $446.0K | 0.25% | +0.4% |
| 987 | COMMONS CAPITAL#987 · 1,957 sh | 1,957 | $444.1K | 0.31% | +0.2% |
| 988 | New Republic Capital#988 · 1,956 sh | 1,956 | $444.0K | 0.10% | +1.4% |
| 989 | Discipline Wealth Solutions#989 · 1,954 sh | 1,954 | $443.5K | — | +1.8% |
| 990 | Baltimore-Washington Financial Advisors#990 · 1,952 sh | 1,952 | $443.0K | 0.02% | -1.1% |
| 991 | PCM Encore#991 · 1,945 sh | 1,945 | $441.5K | 0.08% | +7.4% |
| 992 | Optas#992 · 1,944 sh | 1,944 | $441.2K | 0.06% | +5.0% |
| 993 | Gryphon Financial Partners#993 · 1,925 sh | 1,925 | $437.0K | 0.04% | -0.5% |
| 994 | ONEFUND#994 · 1,920 sh | 1,920 | $435.8K | 0.25% | +1.7% |
| 995 | REGIONS FINANCIAL#995 · 1,909 sh | 1,909 | $433.3K | <0.01% | +0.3% |
| 996 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#996 · 1,898 sh | 1,898 | $430.8K | 0.03% | -0.9% |
| 997 | Cornerstone Wealth Group#997 · 1,892 sh | 1,892 | $429.4K | 0.03% | +8.0% |
| 998 | Colonial Advisors#998 · 1,892 sh | 1,892 | $429.4K | 0.03% | 0.0% |
| 999 | Prosperity Financial Group#999 · 1,873 sh | 1,873 | $425.1K | 0.13% | +0.9% |
| 1000 | Bullock Wealth Management Group#1000 · 1,844 sh | 1,844 | $424.5K | — | +0.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.