WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Concorde Asset Management#1101 · 1,384 sh | 1,384 | $314.2K | 0.18% | +1.3% |
| 1102 | Gateway Wealth Partners#1102 · 1,383 sh | 1,383 | $313.9K | 0.02% | -36.4% |
| 1103 | Allen Capital Group#1103 · 1,381 sh | 1,381 | $313.4K | — | +4.9% |
| 1104 | WELCH & FORBES#1104 · 1,380 sh | 1,380 | $313.2K | <0.01% | New |
| 1105 | Old Port Advisors#1105 · 1,378 sh | 1,378 | $312.8K | — | +10.6% |
| 1106 | McGowan Group Asset Management#1106 · 1,370 sh | 1,370 | $310.9K | 0.04% | New |
| 1107 | Drucker Wealth 3.0#1107 · 1,362 sh | 1,362 | $309.2K | 0.05% | +0.2% |
| 1108 | Range Advisory#1108 · 1,360 sh | 1,360 | $308.7K | 0.04% | -5.0% |
| 1109 | Aspire Private Capital#1109 · 1,360 sh | 1,360 | $308.6K | 0.06% | +0.1% |
| 1110 | Aberdeen Wealth Management#1110 · 1,350 sh | 1,350 | $306.4K | 0.15% | 0.0% |
| 1111 | Lafayette Investments#1111 · 1,349 sh | 1,349 | $306.2K | 0.06% | -3.6% |
| 1112 | FOUNDERS FINANCIAL SECURITIES#1112 · 1,346 sh | 1,346 | $305.4K | 0.02% | -7.9% |
| 1113 | OXFORD FINANCIAL GROUP, LTD.#1113 · 1,344 sh | 1,344 | $305.0K | 0.02% | -0.6% |
| 1114 | BEACON FINANCIAL GROUP#1114 · 1,339 sh | 1,339 | $303.9K | — | +5.1% |
| 1115 | CIDEL ASSET MANAGEMENT#1115 · 1,336 sh | 1,336 | $303.2K | 0.01% | 0.0% |
| 1116 | PRIVATE MANAGEMENT GROUP#1116 · 1,335 sh | 1,335 | $303.0K | <0.01% | +0.4% |
| 1117 | Bogart Wealth#1117 · 1,323 sh | 1,323 | $300.3K | 0.01% | -0.4% |
| 1118 | Cornerstone Financial Management#1118 · 1,318 sh | 1,318 | $299.1K | 0.24% | +3.5% |
| 1119 | Stratos Investment Management#1119 · 1,316 sh | 1,316 | $298.9K | 0.01% | +6.6% |
| 1120 | LeConte Wealth Management#1120 · 1,316 sh | 1,316 | $298.8K | — | New |
| 1121 | 49 WEALTH MANAGEMENT#1121 · 1,305 sh | 1,305 | $296.3K | 0.06% | New |
| 1122 | ALONGSIDE#1122 · 1,305 sh | 1,305 | $296.3K | 0.06% | — |
| 1123 | Analyst IMS Investment Management Services Ltd.#1123 · 1,306 sh | 1,306 | $296.0K | <0.01% | -27.2% |
| 1124 | Wharton Business Group#1124 · 1,300 sh | 1,300 | $295.1K | <0.01% | 0.0% |
| 1125 | Core Wealth Partners#1125 · 1,293 sh | 1,293 | $293.4K | 0.13% | +0.4% |
| 1126 | Financial Advisors Network#1126 · 1,274 sh | 1,274 | $289.0K | 0.04% | +0.4% |
| 1127 | Wright Wealth#1127 · 1,273 sh | 1,273 | $288.9K | 0.17% | 0.0% |
| 1128 | Winthrop Advisory Group#1128 · 1,272 sh | 1,272 | $288.8K | — | +24.7% |
| 1129 | MISSION WEALTH MANAGEMENT#1129 · 1,267 sh | 1,267 | $287.7K | — | New |
| 1130 | TrustBank#1130 · 1,263 sh | 1,263 | $286.7K | — | 0.0% |
| 1131 | ANCHYRA PARTNERS#1131 · 1,262 sh | 1,262 | $286.4K | — | +1.0% |
| 1132 | Centurion Wealth Management#1132 · 1,260 sh | 1,260 | $286.0K | — | 0.0% |
| 1133 | Compass Wealth Management#1133 · 1,250 sh | 1,250 | $283.7K | 0.11% | 0.0% |
| 1134 | Allen Mooney & Barnes Investment Advisors#1134 · 1,244 sh | 1,244 | $282.3K | — | -1.9% |
| 1135 | Relyea Zuckerberg Hanson#1135 · 1,242 sh | 1,242 | $281.9K | — | +10.1% |
| 1136 | INTEGRITY ALLIANCE#1136 · 1,241 sh | 1,241 | $281.9K | <0.01% | +5.4% |
| 1137 | Key FInancial#1137 · 1,240 sh | 1,240 | $281.4K | 0.05% | +0.7% |
| 1138 | Greykasell Wealth Strategies#1138 · 1,234 sh | 1,234 | $280.1K | 0.10% | -1.8% |
| 1139 | Tradition Wealth Management#1139 · 1,233 sh | 1,233 | $279.9K | 0.02% | +6.8% |
| 1140 | GSG Advisors#1140 · 1,230 sh | 1,230 | $279.1K | 0.06% | +17.6% |
| 1141 | Steigerwald, Gordon & Koch#1141 · 1,223 sh | 1,223 | $277.6K | 0.03% | 0.0% |
| 1142 | VisionPoint Advisory Group#1142 · 1,220 sh | 1,220 | $276.9K | — | New |
| 1143 | HOLDERNESS INVESTMENTS#1143 · 1,217 sh | 1,217 | $276.2K | 0.05% | -3.9% |
| 1144 | FLC Capital Advisors#1144 · 1,215 sh | 1,215 | $275.8K | 0.04% | 0.0% |
| 1145 | WEDGEWOOD INVESTORS#1145 · 1,211 sh | 1,211 | $274.9K | 0.28% | 0.0% |
| 1146 | Empower Advisory Group#1146 · 1,210 sh | 1,210 | $274.6K | <0.01% | +1.3% |
| 1147 | INVESTMENT ADVISORY SERVICES /TX#1147 · 1,210 sh | 1,210 | $274.6K | — | 0.0% |
| 1148 | Elite Life Management#1148 · 1,156 sh | 1,156 | $274.3K | 0.32% | -0.4% |
| 1149 | Certified Advisory#1149 · 1,203 sh | 1,203 | $273.1K | 0.02% | +0.3% |
| 1150 | Randall & Associates Wealth Management#1150 · 1,203 sh | 1,203 | $273.0K | — | New |
| 1151 | JAG CAPITAL MANAGEMENT#1151 · 1,200 sh | 1,200 | $272.4K | 0.03% | -13.8% |
| 1152 | Mattern Wealth Management#1152 · 1,200 sh | 1,200 | $272.4K | 0.04% | 0.0% |
| 1153 | BASSO CAPITAL MANAGEMENT, L.P.#1153 · 1,193 sh | 1,193 | $270.8K | 0.06% | New |
| 1154 | Vantus Wealth#1154 · 1,192 sh | 1,192 | $270.5K | 0.15% | — |
| 1155 | Symphony Financial, Ltd.#1155 · 1,187 sh | 1,187 | $269.6K | — | New |
| 1156 | Keystone Financial Group#1156 · 1,183 sh | 1,183 | $268.5K | 0.02% | -64.0% |
| 1157 | SILVERLAKE WEALTH MANAGEMENT#1157 · 1,178 sh | 1,178 | $267.4K | — | +0.1% |
| 1158 | AdvisorNet Financial#1158 · 1,177 sh | 1,177 | $267.2K | — | +1.8% |
| 1159 | Van Cleef Asset Management#1159 · 1,172 sh | 1,172 | $266.0K | — | 0.0% |
| 1160 | TritonPoint Partners#1160 · 1,171 sh | 1,171 | $265.7K | 0.02% | New |
| 1161 | Convergence Financial#1161 · 1,170 sh | 1,170 | $265.6K | 0.02% | 0.0% |
| 1162 | RENAISSANCE GROUP#1162 · 1,169 sh | 1,169 | $265.3K | 0.01% | 0.0% |
| 1163 | HILLTOP WEALTH ADVISORS#1163 · 1,168 sh | 1,168 | $265.1K | 0.13% | +1.9% |
| 1164 | Reflection Asset Management#1164 · 1,168 sh | 1,168 | $265.1K | 0.12% | New |
| 1165 | EWA#1165 · 1,161 sh | 1,161 | $263.5K | 0.05% | +1.8% |
| 1166 | StoryOne#1166 · 1,158 sh | 1,158 | $262.8K | — | New |
| 1167 | Haverford#1167 · 1,157 sh | 1,157 | $262.6K | <0.01% | New |
| 1168 | Bedel Financial Consulting#1168 · 1,153 sh | 1,153 | $261.7K | 0.02% | 0.0% |
| 1169 | HANCOCK WHITNEY#1169 · 1,152 sh | 1,152 | $261.5K | <0.01% | +8.4% |
| 1170 | Birch Hill Investment Advisors#1170 · 1,152 sh | 1,152 | $261.5K | — | 0.0% |
| 1171 | Creative Capital Management Investments#1171 · 1,152 sh | 1,152 | $261.5K | 0.06% | +4508.0% |
| 1172 | Sterling Investment Advisors, Ltd.#1172 · 1,150 sh | 1,150 | $261.0K | — | 0.0% |
| 1173 | NorthRock Partners#1173 · 1,146 sh | 1,146 | $260.2K | <0.01% | +3.6% |
| 1174 | Owl Creek Wealth Partners#1174 · 1,146 sh | 1,146 | $260.1K | — | +1.3% |
| 1175 | Warwick Investment Management#1175 · 1,138 sh | 1,138 | $258.3K | — | 0.0% |
| 1176 | Successful Portfolios#1176 · 1,113 sh | 1,113 | $258.3K | — | 0.0% |
| 1177 | Clark Capital Management Group#1177 · 1,126 sh | 1,126 | $255.6K | <0.01% | -9.9% |
| 1178 | Graves-Light Private Wealth Management#1178 · 1,120 sh | 1,120 | $254.2K | — | 0.0% |
| 1179 | Parkway Wealth Management Group#1179 · 1,119 sh | 1,119 | $254.0K | — | -1.8% |
| 1180 | WASHINGTON#1180 · 1,115 sh | 1,115 | $253.1K | — | +1.4% |
| 1181 | BAR HARBOR WEALTH MANAGEMENT#1181 · 1,114 sh | 1,114 | $252.8K | — | -8.2% |
| 1182 | Abacus Planning Group#1182 · 1,114 sh | 1,114 | $252.8K | 0.03% | +2.6% |
| 1183 | Intellus Advisors#1183 · 1,113 sh | 1,113 | $252.6K | 0.03% | -2.8% |
| 1184 | AVISO WEALTH MANAGEMENT#1184 · 1,112 sh | 1,112 | $252.5K | 0.09% | -2.4% |
| 1185 | Marshall Financial Group#1185 · 1,108 sh | 1,108 | $251.5K | 0.04% | -34.7% |
| 1186 | MARTINGALE ASSET MANAGEMENT L P#1186 · 1,108 sh | 1,108 | $251.5K | <0.01% | 0.0% |
| 1187 | VICTORY FINANCIAL GROUP#1187 · 1,107 sh | 1,107 | $251.3K | 0.03% | New |
| 1188 | Samalin Investment Counsel#1188 · 1,101 sh | 1,101 | $250.0K | — | +0.3% |
| 1189 | Sivia Capital Partners#1189 · 1,099 sh | 1,099 | $249.4K | 0.03% | 0.0% |
| 1190 | Choate Investment Advisors#1190 · 1,094 sh | 1,094 | $248.3K | <0.01% | 0.0% |
| 1191 | Centiva Capital#1191 · 1,094 sh | 1,094 | $248.3K | <0.01% | New |
| 1192 | Storgate#1192 · 1,088 sh | 1,088 | $246.9K | 0.05% | New |
| 1193 | FIRST NATIONAL#1193 · 1,086 sh | 1,086 | $246.5K | <0.01% | 0.0% |
| 1194 | Klingman & Associates#1194 · 1,076 sh | 1,076 | $244.2K | — | New |
| 1195 | POWER WEALTH MANAGEMENT#1195 · 1,076 sh | 1,076 | $244.2K | — | New |
| 1196 | Collaborative Fund Advisors#1196 · 1,076 sh | 1,076 | $244.2K | 0.14% | New |
| 1197 | RMB Capital Management#1197 · 1,072 sh | 1,072 | $243.3K | <0.01% | -1.2% |
| 1198 | VERUS CAPITAL PARTNERS#1198 · 1,070 sh | 1,070 | $242.9K | 0.01% | New |
| 1199 | Douglas Lane & Associates#1199 · 1,067 sh | 1,067 | $242.2K | — | +4.0% |
| 1200 | Carter Financial Group#1200 · 1,066 sh | 1,066 | $242.0K | — | -2.1% |
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.