WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Perennial Investment Advisors#1001 · 1,861 sh | 1,861 | $422.5K | 0.03% | +23.9% |
| 1002 | Financial Management Professionals#1002 · 1,855 sh | 1,855 | $421.0K | — | +0.4% |
| 1003 | Accurate Wealth Management#1003 · 1,806 sh | 1,806 | $418.2K | — | -1.2% |
| 1004 | Krilogy Financial#1004 · 1,831 sh | 1,831 | $415.6K | — | -2.3% |
| 1005 | Rothschild Capital Partners#1005 · 1,820 sh | 1,820 | $413.1K | 0.09% | +0.3% |
| 1006 | Trivium Point Advisory#1006 · 1,810 sh | 1,810 | $410.8K | 0.04% | +41.1% |
| 1007 | Sompo Asset Management , Ltd.#1007 · 1,810 sh | 1,810 | $410.8K | 0.07% | New |
| 1008 | WEALTH ALLIANCE#1008 · 1,807 sh | 1,807 | $410.1K | 0.03% | +2.1% |
| 1009 | Asset One Wealth Management#1009 · 1,754 sh | 1,754 | $409.2K | 0.04% | +45.7% |
| 1010 | Focused Wealth Management#1010 · 1,794 sh | 1,794 | $407.2K | 0.04% | +17.6% |
| 1011 | Diversified Enterprises#1011 · 1,782 sh | 1,782 | $404.5K | — | +3.8% |
| 1012 | Cromwell#1012 · 1,781 sh | 1,781 | $404.2K | 0.18% | 0.0% |
| 1013 | Sovran Advisors#1013 · 1,642 sh | 1,642 | $400.0K | 0.03% | +0.4% |
| 1014 | ROTHSCHILD INVESTMENT#1014 · 1,755 sh | 1,755 | $398.4K | 0.01% | +1.9% |
| 1015 | Fortis Group Advisors#1015 · 1,749 sh | 1,749 | $397.1K | 0.06% | -4.1% |
| 1016 | Sowell Financial Services#1016 · 1,749 sh | 1,749 | $396.9K | — | -1.2% |
| 1017 | SVB WEALTH#1017 · 1,747 sh | 1,747 | $396.6K | 0.03% | +1.3% |
| 1018 | Regent Peak Wealth Advisors#1018 · 1,744 sh | 1,744 | $395.8K | — | +2.3% |
| 1019 | Robertson Stephens Wealth Management#1019 · 1,740 sh | 1,740 | $394.8K | — | -2.3% |
| 1020 | Register Financial Advisors#1020 · 1,734 sh | 1,734 | $393.6K | — | 0.0% |
| 1021 | Diversify Advisory Services#1021 · 1,571 sh | 1,571 | $390.2K | — | New |
| 1022 | DIVERSIFY WEALTH MANAGEMENT#1022 · 1,571 sh | 1,571 | $390.2K | — | +35.0% |
| 1023 | SWISS RE LTD#1023 · 1,704 sh | 1,704 | $386.8K | 0.04% | +999.4% |
| 1024 | Cooper Financial Group#1024 · 1,703 sh | 1,703 | $386.6K | — | +7.5% |
| 1025 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#1025 · 1,704 sh | 1,704 | $386.0K | — | +0.1% |
| 1026 | Wealthcare Advisory Partners#1026 · 1,701 sh | 1,701 | $386.0K | — | -21.1% |
| 1027 | FELL CAPITAL MANAGEMENT#1027 · 1,700 sh | 1,700 | $385.8K | — | 0.0% |
| 1028 | Lifeworks Advisors#1028 · 1,699 sh | 1,699 | $385.5K | 0.04% | -18.0% |
| 1029 | Whipplewood Advisors#1029 · 1,697 sh | 1,697 | $385.2K | — | -15.4% |
| 1030 | EDMOND DE ROTHSCHILD HOLDING S.A.#1030 · 1,696 sh | 1,696 | $384.9K | <0.01% | New |
| 1031 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1031 · 1,694 sh | 1,694 | $384.5K | 0.10% | +2.0% |
| 1032 | Strategic Wealth Partners, Ltd.#1032 · 1,687 sh | 1,687 | $382.9K | 0.02% | +8.8% |
| 1033 | DONALDSON CAPITAL MANAGEMENT#1033 · 1,676 sh | 1,676 | $380.4K | 0.01% | New |
| 1034 | TRB Wealth Management#1034 · 1,672 sh | 1,672 | $379.5K | 0.05% | 0.0% |
| 1035 | FULTON BANK, N.A.#1035 · 1,670 sh | 1,670 | $379.0K | — | New |
| 1036 | NATURAL INVESTMENTS#1036 · 1,673 sh | 1,673 | $379.0K | 0.08% | +3.0% |
| 1037 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1037 · 1,644 sh | 1,644 | $378.5K | 0.02% | +16.3% |
| 1038 | CAMBIAR INVESTORS#1038 · 1,661 sh | 1,661 | $377.0K | 0.02% | 0.0% |
| 1039 | LEAVELL INVESTMENT MANAGEMENT#1039 · 1,659 sh | 1,659 | $376.5K | 0.01% | 0.0% |
| 1040 | Main Street Financial Solutions#1040 · 1,658 sh | 1,658 | $376.3K | 0.02% | -8.4% |
| 1041 | Delta Investment Management#1041 · 1,657 sh | 1,657 | $376.2K | 0.06% | +0.2% |
| 1042 | Mechanics Bank Department#1042 · 1,651 sh | 1,651 | $374.7K | — | +0.1% |
| 1043 | OneAscent Financial Services#1043 · 1,651 sh | 1,651 | $374.7K | 0.02% | +3.1% |
| 1044 | LaSalle St. Investment Advisors#1044 · 1,644 sh | 1,644 | $373.2K | 0.05% | -20.8% |
| 1045 | CAHILL FINANCIAL ADVISORS#1045 · 1,640 sh | 1,640 | $372.3K | 0.04% | -1.7% |
| 1046 | RFG Advisory#1046 · 1,640 sh | 1,640 | $372.1K | <0.01% | +12.9% |
| 1047 | Forum Financial Management#1047 · 1,630 sh | 1,630 | $370.0K | — | +8.8% |
| 1048 | GREENWOOD CAPITAL ASSOCIATES#1048 · 1,625 sh | 1,625 | $368.8K | — | +1.6% |
| 1049 | Jaffetilchin Investment Partners#1049 · 1,620 sh | 1,620 | $367.6K | 0.02% | +1.4% |
| 1050 | Stonebrook Private#1050 · 1,619 sh | 1,619 | $367.4K | 0.07% | -0.6% |
| 1051 | MOODY NATIONAL BANK DIVISION#1051 · 1,614 sh | 1,614 | $366.3K | — | -4.9% |
| 1052 | CLIFFORD SWAN INVESTMENT COUNSEL#1052 · 1,612 sh | 1,612 | $365.8K | 0.01% | -3.6% |
| 1053 | May Hill Capital#1053 · 1,601 sh | 1,601 | $363.4K | 0.08% | -4.9% |
| 1054 | Procyon Advisors#1054 · 1,600 sh | 1,600 | $363.2K | — | -4.3% |
| 1055 | Avestar Capital#1055 · 1,596 sh | 1,596 | $362.2K | 0.02% | +2.1% |
| 1056 | Kathmere Capital Management#1056 · 1,584 sh | 1,584 | $359.5K | — | +17.4% |
| 1057 | TFR Capital#1057 · 1,550 sh | 1,550 | $351.8K | 0.10% | 0.0% |
| 1058 | True North Advisors#1058 · 1,549 sh | 1,549 | $351.6K | — | New |
| 1059 | Onyx Bridge Wealth Group#1059 · 1,545 sh | 1,545 | $350.7K | — | -0.1% |
| 1060 | Dynamic Advisor Solutions#1060 · 1,541 sh | 1,541 | $349.8K | — | +5.3% |
| 1061 | New Covenant Company, N.A.#1061 · 1,540 sh | 1,540 | $349.5K | — | New |
| 1062 | Westside Investment Management#1062 · 1,538 sh | 1,538 | $349.1K | 0.05% | 0.0% |
| 1063 | Point#1063 · 1,536 sh | 1,536 | $348.6K | 0.03% | -5.4% |
| 1064 | Guinness Asset Management LTD#1064 · 1,535 sh | 1,535 | $348.4K | <0.01% | +60.4% |
| 1065 | Fortitude Advisory Group L.L.C.#1065 · 1,534 sh | 1,534 | $348.2K | — | 0.0% |
| 1066 | UPTICK PARTNERS#1066 · 1,528 sh | 1,528 | $346.9K | 0.05% | +1.2% |
| 1067 | Challenger Wealth Management#1067 · 1,526 sh | 1,526 | $346.4K | 0.26% | +0.3% |
| 1068 | Avantra Family Wealth#1068 · 1,520 sh | 1,520 | $345.0K | — | New |
| 1069 | Kohmann Bosshard Financial Services#1069 · 1,519 sh | 1,519 | $344.8K | 0.03% | 0.0% |
| 1070 | KCM INVESTMENT ADVISORS#1070 · 1,511 sh | 1,511 | $343.0K | — | -8.3% |
| 1071 | MIDDLETON#1071 · 1,500 sh | 1,500 | $340.5K | — | 0.0% |
| 1072 | NORTHCAPE WEALTH MANAGEMENT#1072 · 1,494 sh | 1,494 | $339.0K | 0.09% | +0.5% |
| 1073 | Schneider Downs Wealth Management Advisors#1073 · 1,487 sh | 1,487 | $337.5K | — | 0.0% |
| 1074 | COURIER CAPITAL#1074 · 1,479 sh | 1,479 | $335.7K | — | -0.1% |
| 1075 | Cyndeo Wealth Partners#1075 · 1,477 sh | 1,477 | $335.2K | — | +6.8% |
| 1076 | PARK NATIONAL#1076 · 1,472 sh | 1,472 | $334.1K | — | +2.2% |
| 1077 | Verdence Capital Advisors#1077 · 1,467 sh | 1,467 | $332.9K | — | +3.8% |
| 1078 | Ninepoint Partners#1078 · 1,466 sh | 1,466 | $332.7K | 0.03% | 0.0% |
| 1079 | One Degree Advisors#1079 · 1,440 sh | 1,440 | $331.0K | 0.07% | +0.1% |
| 1080 | KANAWHA CAPITAL MANAGEMENT#1080 · 1,458 sh | 1,458 | $330.9K | — | +15.6% |
| 1081 | KHAZANAH NASIONAL BERHAD#1081 · 1,454 sh | 1,454 | $330.0K | 0.02% | +2.0% |
| 1082 | Fairscale Capital#1082 · 1,448 sh | 1,448 | $328.7K | 0.20% | 0.0% |
| 1083 | WealthShield Partners#1083 · 1,446 sh | 1,446 | $328.2K | 0.05% | -14.3% |
| 1084 | KANE INVESTMENT MANAGEMENT#1084 · 1,441 sh | 1,441 | $327.1K | 0.14% | +15.1% |
| 1085 | CAMBIENT FAMILY OFFICE#1085 · 1,438 sh | 1,438 | $326.4K | 0.04% | -9.5% |
| 1086 | BINGHAM PRIVATE WEALTH#1086 · 1,436 sh | 1,436 | $325.9K | 0.22% | +15.6% |
| 1087 | JACKSON THORNTON WEALTH MANAGEMENT#1087 · 1,433 sh | 1,433 | $325.2K | 0.03% | New |
| 1088 | NBC SECURITIES#1088 · 1,430 sh | 1,430 | $324.6K | — | +8.5% |
| 1089 | Argent Advisors#1089 · 1,429 sh | 1,429 | $324.3K | 0.08% | 0.0% |
| 1090 | 3Chopt Investment Partners#1090 · 1,423 sh | 1,423 | $323.0K | 0.06% | +40.1% |
| 1091 | InTrack Investment Management#1091 · 1,420 sh | 1,420 | $322.3K | — | New |
| 1092 | MONETA GROUP INVESTMENT ADVISORS#1092 · 1,419 sh | 1,419 | $322.1K | <0.01% | +29.1% |
| 1093 | Hexagon Capital Partners#1093 · 1,419 sh | 1,419 | $322.1K | 0.05% | +24.0% |
| 1094 | XML Financial#1094 · 1,417 sh | 1,417 | $321.6K | 0.02% | 0.0% |
| 1095 | Vectors Research Management#1095 · 1,414 sh | 1,414 | $321.0K | 0.08% | -0.1% |
| 1096 | FourThought Financial Partners#1096 · 1,411 sh | 1,411 | $320.3K | 0.02% | -1.7% |
| 1097 | LIBERTY WEALTH MANAGEMENT#1097 · 1,616 sh | 1,616 | $319.5K | 0.04% | 0.0% |
| 1098 | Hanson & Doremus Investment Management#1098 · 1,404 sh | 1,404 | $319.0K | — | 0.0% |
| 1099 | MV CAPITAL MANAGEMENT#1099 · 1,400 sh | 1,400 | $317.8K | 0.03% | +0.1% |
| 1100 | Revolve Wealth Partners#1100 · 1,392 sh | 1,392 | $315.9K | — | +3.3% |
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.