WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | NICOLET BANKSHARES#1201 · 1,036 sh | 1,036 | $241.2K | <0.01% | New |
| 1202 | City State Bank#1202 · 1,061 sh | 1,061 | $240.8K | — | 0.0% |
| 1203 | Westfuller Advisors#1203 · 1,060 sh | 1,060 | $240.6K | 0.09% | -1.0% |
| 1204 | MONECO Advisors#1204 · 1,060 sh | 1,060 | $240.5K | 0.01% | -2.0% |
| 1205 | Diversified Portfolios#1205 · 1,059 sh | 1,059 | $240.4K | 0.02% | +3.2% |
| 1206 | WealthTrust Asset Management#1206 · 1,058 sh | 1,058 | $240.2K | — | New |
| 1207 | Quadrant Private Wealth Management#1207 · 1,058 sh | 1,058 | $240.1K | 0.05% | -20.8% |
| 1208 | Intelligence Driven Advisers#1208 · 1,055 sh | 1,055 | $239.4K | — | New |
| 1209 | 1900 WEALTH MANAGEMENT#1209 · 1,042 sh | 1,042 | $236.5K | — | New |
| 1210 | Annis Gardner Whiting Capital Advisors#1210 · 1,041 sh | 1,041 | $236.3K | 0.04% | +5.4% |
| 1211 | Magnus Financial Group#1211 · 1,040 sh | 1,040 | $236.0K | — | New |
| 1212 | Mayflower Financial Advisors#1212 · 1,039 sh | 1,039 | $235.8K | 0.02% | New |
| 1213 | Crusonia Wealth Advisors#1213 · 1,039 sh | 1,039 | $235.7K | — | +2.2% |
| 1214 | PARADIGM ASSET MANAGEMENT#1214 · 1,038 sh | 1,038 | $235.6K | 0.05% | -89.6% |
| 1215 | Stonebridge Financial Group#1215 · 1,038 sh | 1,038 | $235.0K | 0.03% | — |
| 1216 | CacheTech#1216 · 1,031 sh | 1,031 | $234.0K | 0.04% | 0.0% |
| 1217 | Virtue Capital Management#1217 · 1,030 sh | 1,030 | $233.8K | 0.03% | 0.0% |
| 1218 | Emprise Bank#1218 · 1,030 sh | 1,030 | $233.8K | — | 0.0% |
| 1219 | Fielder Capital Group#1219 · 1,030 sh | 1,030 | $233.8K | 0.05% | +1.2% |
| 1220 | North Star Investment Management#1220 · 1,030 sh | 1,030 | $233.7K | 0.01% | +0.9% |
| 1221 | Carmel Capital Partners#1221 · 1,025 sh | 1,025 | $232.6K | 0.08% | -0.6% |
| 1222 | Seven Springs Wealth Group#1222 · 1,024 sh | 1,024 | $232.4K | 0.05% | 0.0% |
| 1223 | Capital Investment Advisory Services#1223 · 1,018 sh | 1,018 | $231.1K | 0.01% | -36.8% |
| 1224 | Armor Investment Advisors#1224 · 1,013 sh | 1,013 | $230.0K | 0.07% | 0.0% |
| 1225 | BCS Private Wealth Management#1225 · 1,013 sh | 1,013 | $229.9K | 0.07% | 0.0% |
| 1226 | Financial Designs#1226 · 1,005 sh | 1,005 | $228.1K | — | -17.9% |
| 1227 | FIRST NATIONAL BANK OF OMAHA#1227 · 1,000 sh | 1,000 | $227.7K | <0.01% | New |
| 1228 | BIRCH FINANCIAL GROUP#1228 · 1,002 sh | 1,002 | $227.5K | — | -5.5% |
| 1229 | COMMUNITY & INVESTMENT#1229 · 1,000 sh | 1,000 | $227.0K | — | New |
| 1230 | Provident Investment Management#1230 · 1,000 sh | 1,000 | $227.0K | — | New |
| 1231 | FORTEM FINANCIAL GROUP#1231 · 1,000 sh | 1,000 | $227.0K | — | New |
| 1232 | Mill Capital Management#1232 · 1,000 sh | 1,000 | $227.0K | — | New |
| 1233 | LEGACY FINANCIAL INDEPENDENT ADVISORS#1233 · 1,000 sh | 1,000 | $227.0K | 0.11% | New |
| 1234 | FARALLON CAPITAL MANAGEMENT#1234 · 1,000 sh | 1,000 | $227.0K | <0.01% | -99.5% |
| 1235 | Ballast#1235 · 992 sh | 992 | $225.2K | — | New |
| 1236 | EARNED WEALTH ADVISORS#1236 · 992 sh | 992 | $225.1K | 0.01% | -23.8% |
| 1237 | Beacon Financial Advisory#1237 · 990 sh | 990 | $224.7K | — | New |
| 1238 | Yoffe Investment Management#1238 · 989 sh | 989 | $224.5K | 0.26% | New |
| 1239 | Samara Investment Management#1239 · 989 sh | 989 | $224.5K | 0.21% | New |
| 1240 | Franchise GP Ltd#1240 · 988 sh | 988 | $224.2K | — | +120.0% |
| 1241 | Bollard Group#1241 · 985 sh | 985 | $224.0K | <0.01% | +0.3% |
| 1242 | S-Bank Fund Management Ltd#1242 · 984 sh | 984 | $223.3K | 0.03% | New |
| 1243 | HENGEHOLD CAPITAL MANAGEMENT#1243 · 981 sh | 981 | $222.7K | — | New |
| 1244 | FLAGSHIP HARBOR ADVISORS#1244 · 980 sh | 980 | $222.5K | — | -3.2% |
| 1245 | David R. Rahn & Associates#1245 · 980 sh | 980 | $222.4K | 0.05% | New |
| 1246 | Paragon Private Wealth Management#1246 · 979 sh | 979 | $222.3K | — | New |
| 1247 | Trilogy Capital#1247 · 977 sh | 977 | $221.6K | — | New |
| 1248 | Werba Rubin Papier Wealth Management#1248 · 976 sh | 976 | $221.4K | 0.03% | New |
| 1249 | Commerce Advisors#1249 · 975 sh | 975 | $221.4K | — | -11.8% |
| 1250 | Family Capital#1250 · 974 sh | 974 | $221.1K | — | +4.6% |
| 1251 | Ponta Wealth Partners#1251 · 972 sh | 972 | $220.6K | 0.12% | New |
| 1252 | RIA Advisory Group#1252 · 971 sh | 971 | $220.5K | — | New |
| 1253 | Turning Point Benefit Group#1253 · 970 sh | 970 | $220.4K | 0.09% | New |
| 1254 | Western Reserve Capital Management#1254 · 968 sh | 968 | $219.8K | — | New |
| 1255 | Axis Wealth Partners#1255 · 967 sh | 967 | $219.5K | 0.11% | New |
| 1256 | Jacobsen Capital Management#1256 · 966 sh | 966 | $219.3K | — | New |
| 1257 | CLIENT 1ST ADVISORY GROUP#1257 · 964 sh | 964 | $218.8K | — | New |
| 1258 | Baring Financial#1258 · 963 sh | 963 | $218.6K | — | New |
| 1259 | Beacon Capital Management#1259 · 958 sh | 958 | $217.3K | — | New |
| 1260 | Tanglewood Wealth Management#1260 · 957 sh | 957 | $217.2K | — | New |
| 1261 | Ethos Financial Group#1261 · 900 sh | 900 | $217.0K | 0.01% | New |
| 1262 | Hixon Zuercher#1262 · 954 sh | 954 | $216.5K | — | New |
| 1263 | SageView Advisory Group#1263 · 953 sh | 953 | $216.5K | <0.01% | New |
| 1264 | McElhenny Sheffield Capital Management#1264 · 952 sh | 952 | $216.1K | 0.05% | New |
| 1265 | Curated Wealth Partners#1265 · 951 sh | 951 | $215.8K | — | New |
| 1266 | Heritage Family Offices, LLP#1266 · 950 sh | 950 | $215.6K | 0.08% | New |
| 1267 | Confluence Wealth Services#1267 · 950 sh | 950 | $215.6K | <0.01% | New |
| 1268 | Pacific Excel Wealth Advisors#1268 · 950 sh | 950 | $215.6K | 0.08% | New |
| 1269 | Chicago Capital#1269 · 949 sh | 949 | $215.4K | — | New |
| 1270 | TRITONPOINT WEALTH#1270 · 949 sh | 949 | $215.3K | — | -15.8% |
| 1271 | Kovack Advisors#1271 · 935 sh | 935 | $215.1K | 0.01% | New |
| 1272 | AMERIFLEX GROUP#1272 · 945 sh | 945 | $214.4K | 0.09% | +2.3% |
| 1273 | Hilltop#1273 · 945 sh | 945 | $214.3K | 0.02% | New |
| 1274 | Phocas Financial#1274 · 943 sh | 943 | $214.0K | 0.03% | -9.2% |
| 1275 | Thomasville National Bank#1275 · 941 sh | 941 | $213.6K | 0.01% | — |
| 1276 | WEST MICHIGAN ADVISORS#1276 · 1,079 sh | 1,079 | $213.3K | 0.05% | 0.0% |
| 1277 | Pallas Capital Advisors#1277 · 939 sh | 939 | $213.1K | <0.01% | New |
| 1278 | Sunpointe#1278 · 939 sh | 939 | $213.1K | — | New |
| 1279 | MOTCO#1279 · 936 sh | 936 | $212.4K | 0.02% | -2.9% |
| 1280 | FDx Advisors#1280 · 936 sh | 936 | $212.0K | 0.06% | New |
| 1281 | Petix & Botte#1281 · 932 sh | 932 | $211.5K | 0.04% | New |
| 1282 | Americana Partners#1282 · 931 sh | 931 | $211.3K | <0.01% | New |
| 1283 | SCHOLTZ & COMPANY#1283 · 930 sh | 930 | $211.1K | 0.11% | New |
| 1284 | Intergy Private Wealth#1284 · 930 sh | 930 | $211.1K | — | New |
| 1285 | GRANVILLE CAPITAL#1285 · 927 sh | 927 | $210.4K | 0.09% | New |
| 1286 | CM WEALTH ADVISORS#1286 · 927 sh | 927 | $210.4K | 0.04% | New |
| 1287 | TriaGen Wealth Management#1287 · 925 sh | 925 | $209.9K | — | New |
| 1288 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1288 · 925 sh | 925 | $209.9K | — | -3.6% |
| 1289 | FIDUCIARY#1289 · 924 sh | 924 | $209.7K | <0.01% | New |
| 1290 | BUCKHEAD CAPITAL MANAGEMENT#1290 · 924 sh | 924 | $209.7K | 0.07% | New |
| 1291 | SUMMIT WEALTH GROUP#1291 · 923 sh | 923 | $209.5K | 0.02% | New |
| 1292 | SCOTIA CAPITAL#1292 · 922 sh | 922 | $209.3K | <0.01% | -16.0% |
| 1293 | Princeton Global Asset Management#1293 · 920 sh | 920 | $208.8K | — | -10.9% |
| 1294 | Quad-Cities Investment Group#1294 · 913 sh | 913 | $207.3K | — | New |
| 1295 | Sanchez Gaunt Capital Management#1295 · 913 sh | 913 | $207.2K | 0.12% | New |
| 1296 | Kera Capital Partners#1296 · 906 sh | 906 | $205.6K | 0.02% | New |
| 1297 | Meridian Wealth Management#1297 · 905 sh | 905 | $205.4K | <0.01% | New |
| 1298 | Traveka Wealth#1298 · 904 sh | 904 | $205.2K | — | New |
| 1299 | LM Advisors#1299 · 902 sh | 902 | $205.0K | 0.02% | New |
| 1300 | PATRICK M SWEENEY & ASSOCIATES#1300 · 900 sh | 900 | $204.3K | — | New |
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.