WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | NLB Skladi, upravljanje premozenja, d.o.o.#1301 · 900 sh | 900 | $204.3K | — | New |
| 1302 | FIRST MERCHANTS#1302 · 900 sh | 900 | $204.3K | — | New |
| 1303 | HARMONY ASSET MANAGEMENT#1303 · 898 sh | 898 | $203.9K | — | -36.9% |
| 1304 | TOWNSQUARE CAPITAL#1304 · 895 sh | 895 | $203.1K | 0.04% | New |
| 1305 | Elyxium Wealth#1305 · 886 sh | 886 | $201.1K | — | New |
| 1306 | VICUS CAPITAL#1306 · 885 sh | 885 | $200.9K | 0.01% | New |
| 1307 | Founders Financial Alliance#1307 · 883 sh | 883 | $200.4K | 0.03% | New |
| 1308 | CARY STREET PARTNERS FINANCIAL#1308 · 875 sh | 875 | $198.6K | <0.01% | -1.1% |
| 1309 | Clearstead#1309 · 871 sh | 871 | $197.7K | 0.03% | 0.0% |
| 1310 | WPG Advisers#1310 · 871 sh | 871 | $197.7K | 0.12% | +4.4% |
| 1311 | Physician Wealth Advisors#1311 · 865 sh | 865 | $196.3K | — | +3.1% |
| 1312 | Global X Japan , Ltd.#1312 · 859 sh | 859 | $195.0K | — | -0.6% |
| 1313 | Rosenberg Matthew Hamilton#1313 · 848 sh | 848 | $192.5K | — | 0.0% |
| 1314 | Manchester Capital Management#1314 · 846 sh | 846 | $192.0K | — | -8.5% |
| 1315 | FIRST UNITED BANK#1315 · 839 sh | 839 | $190.4K | — | +4.9% |
| 1316 | Glen Eagle Advisors#1316 · 838 sh | 838 | $190.2K | 0.02% | +20.1% |
| 1317 | Oslo Pensjonsforsikring AS#1317 · 833 sh | 833 | $189.1K | — | 0.0% |
| 1318 | Central Pacific Bank - Division#1318 · 831 sh | 831 | $188.6K | — | -8.3% |
| 1319 | Vanguard National#1319 · 828 sh | 828 | $187.9K | 0.01% | 0.0% |
| 1320 | HM PAYSON#1320 · 811 sh | 811 | $184.1K | <0.01% | 0.0% |
| 1321 | CVA Family Office#1321 · 793 sh | 793 | $180.0K | 0.02% | -0.3% |
| 1322 | Munich Reinsurance Stock in Munich#1322 · 787 sh | 787 | $178.6K | <0.01% | -39.8% |
| 1323 | GHP Investment Advisors#1323 · 776 sh | 776 | $176.1K | — | 0.0% |
| 1324 | Barnes Dennig Private Wealth Management#1324 · 769 sh | 769 | $174.5K | 0.14% | -2.8% |
| 1325 | HHM Wealth Advisors#1325 · 760 sh | 760 | $172.5K | 0.02% | +5.3% |
| 1326 | MEANS INVESTMENT#1326 · 742 sh | 742 | $168.4K | 0.01% | +0.1% |
| 1327 | Centennial Bank#1327 · 740 sh | 740 | $168.0K | 0.05% | 0.0% |
| 1328 | MCF Advisors#1328 · 735 sh | 735 | $166.8K | <0.01% | +26.5% |
| 1329 | CDKV#1329 · 708 sh | 708 | $160.8K | 0.13% | 0.0% |
| 1330 | Essential Partners#1330 · 707 sh | 707 | $160.5K | — | 0.0% |
| 1331 | Cape Investment Advisory#1331 · 696 sh | 696 | $158.0K | — | New |
| 1332 | FLAGSHIP WEALTH ADVISORS#1332 · 675 sh | 675 | $153.2K | 0.03% | -5.6% |
| 1333 | Institute for Wealth Management#1333 · 671 sh | 671 | $152.3K | 0.01% | New |
| 1334 | Wiser Advisor Group#1334 · 661 sh | 661 | $150.1K | 0.16% | +0.3% |
| 1335 | Stelac Advisory Services#1335 · 657 sh | 657 | $149.1K | 0.03% | +27.1% |
| 1336 | Harel Insurance Investments & Financial Services Ltd.#1336 · 650 sh | 650 | $148.0K | <0.01% | 0.0% |
| 1337 | Colonial / SC#1337 · 637 sh | 637 | $144.6K | 0.02% | -0.3% |
| 1338 | EASTERN BANK#1338 · 630 sh | 630 | $143.0K | — | 0.0% |
| 1339 | Silver Grove Financial Group#1339 · 622 sh | 622 | $141.2K | 0.08% | New |
| 1340 | Dauntless Investment Group#1340 · 619 sh | 619 | $140.5K | 0.11% | New |
| 1341 | Deseret Mutual Benefit Administrators#1341 · 611 sh | 611 | $138.7K | 0.05% | -13.2% |
| 1342 | Orion Capital Management#1342 · 606 sh | 606 | $137.5K | 0.04% | 0.0% |
| 1343 | CULLEN/FROST BANKERS#1343 · 603 sh | 603 | $136.8K | <0.01% | +8.5% |
| 1344 | WEBSTER BANK, N. A.#1344 · 600 sh | 600 | $136.2K | 0.01% | -14.3% |
| 1345 | CERTUITY#1345 · 597 sh | 597 | $135.6K | <0.01% | -1.5% |
| 1346 | CREATIVE FINANCIAL DESIGNS#1346 · 589 sh | 589 | $133.6K | <0.01% | 0.0% |
| 1347 | Wilkerson Advisory Group#1347 · 578 sh | 578 | $131.2K | — | -65.1% |
| 1348 | MeadowBrook Investment Advisors#1348 · 574 sh | 574 | $130.3K | 0.10% | 0.0% |
| 1349 | Pinnacle Bancorp#1349 · 550 sh | 550 | $124.8K | — | +22.2% |
| 1350 | Bank#1350 · 550 sh | 550 | $124.8K | — | 0.0% |
| 1351 | Ares Financial Consulting#1351 · 545 sh | 545 | $123.7K | — | 0.0% |
| 1352 | VALLEY NATIONAL ADVISERS#1352 · 531 sh | 531 | $120.5K | — | +0.6% |
| 1353 | Bayforest Capital Ltd#1353 · 524 sh | 524 | $118.9K | 0.11% | New |
| 1354 | Versant Capital Management#1354 · 516 sh | 516 | $117.1K | — | -42.7% |
| 1355 | MEEDER ASSET MANAGEMENT#1355 · 483 sh | 483 | $109.6K | <0.01% | New |
| 1356 | Catalyst Capital Advisors#1356 · 468 sh | 468 | $106.2K | <0.01% | -1.5% |
| 1357 | JNBA Financial Advisors#1357 · 458 sh | 458 | $104.0K | <0.01% | +129.0% |
| 1358 | Acropolis Investment Management#1358 · 450 sh | 450 | $102.1K | — | New |
| 1359 | Indiana & Investment Management#1359 · 450 sh | 450 | $102.1K | — | 0.0% |
| 1360 | SIT INVESTMENT ASSOCIATES#1360 · 450 sh | 450 | $102.0K | <0.01% | -49.2% |
| 1361 | OF VERMONT#1361 · 447 sh | 447 | $101.5K | — | — |
| 1362 | EVOLUTION WEALTH MANAGEMENT#1362 · 447 sh | 447 | $101.5K | 0.06% | +76.0% |
| 1363 | GW&K Investment Management#1363 · 440 sh | 440 | $100.0K | <0.01% | -1.1% |
| 1364 | GILL CAPITAL PARTNERS#1364 · 440 sh | 440 | $99.9K | — | +100.0% |
| 1365 | Burk#1365 · 437 sh | 437 | $99.2K | 0.04% | -0.5% |
| 1366 | Optiver Holding B.V.#1366 · 432 sh | 432 | $98.1K | 0.00% | New |
| 1367 | Salomon & Ludwin#1367 · 419 sh | 419 | $96.5K | <0.01% | 0.0% |
| 1368 | RICHARDSON FINANCIAL SERVICES#1368 · 416 sh | 416 | $94.4K | 0.05% | +3.7% |
| 1369 | Keating Financial Advisory Services#1369 · 416 sh | 416 | $94.4K | 0.01% | +34.6% |
| 1370 | SHP Wealth Management#1370 · 412 sh | 412 | $93.6K | <0.01% | +258.3% |
| 1371 | Avalon#1371 · 412 sh | 412 | $93.5K | <0.01% | 0.0% |
| 1372 | Fourth Dimension Wealth#1372 · 411 sh | 411 | $93.3K | 0.03% | +270.3% |
| 1373 | TIAA , NATIONAL ASSOCIATION#1373 · 410 sh | 410 | $93.1K | <0.01% | -7.4% |
| 1374 | WELLINGTON-ALTUS USA#1374 · 465 sh | 465 | $91.9K | 0.07% | 0.0% |
| 1375 | Riverview#1375 · 400 sh | 400 | $90.8K | 0.11% | 0.0% |
| 1376 | Mechanics Financial#1376 · 400 sh | 400 | $90.8K | 0.03% | 0.0% |
| 1377 | COMPASS FINANCIAL MANAGEMENT#1377 · 390 sh | 390 | $89.8K | 0.01% | — |
| 1378 | Phillip James Consulting#1378 · 374 sh | 374 | $84.9K | 0.06% | New |
| 1379 | Capital Advisors, Ltd.#1379 · 368 sh | 368 | $84.0K | <0.01% | +3.1% |
| 1380 | Copia Wealth Management#1380 · 369 sh | 369 | $83.8K | 0.05% | 0.0% |
| 1381 | Bell Investment Advisors#1381 · 368 sh | 368 | $83.5K | 0.01% | -3.9% |
| 1382 | Bruce G. Allen Investments#1382 · 368 sh | 368 | $83.5K | 0.05% | -0.8% |
| 1383 | ATLAS CAPITAL ADVISORS#1383 · 366 sh | 366 | $83.1K | <0.01% | 0.0% |
| 1384 | Anchor Investment Management#1384 · 366 sh | 366 | $83.0K | <0.01% | +4.3% |
| 1385 | Caldwell#1385 · 361 sh | 361 | $81.9K | <0.01% | 0.0% |
| 1386 | ACTION POINT FINANCIAL PLANNING#1386 · 362 sh | 362 | $80.8K | <0.01% | New |
| 1387 | DNCA FINANCE#1387 · 350 sh | 350 | $79.4K | <0.01% | New |
| 1388 | Silvant Capital Management#1388 · 348 sh | 348 | $79.0K | <0.01% | 0.0% |
| 1389 | LOOMIS SAYLES & L P#1389 · 346 sh | 346 | $78.5K | <0.01% | +4.8% |
| 1390 | N.E.W. Advisory Services#1390 · 341 sh | 341 | $77.4K | <0.01% | +60.8% |
| 1391 | Cornerstone Planning Group#1391 · 314 sh | 314 | $77.0K | — | -0.9% |
| 1392 | Piscataqua Savings Bank#1392 · 338 sh | 338 | $76.7K | — | 0.0% |
| 1393 | Golden State Wealth Management#1393 · 329 sh | 329 | $74.9K | <0.01% | -50.5% |
| 1394 | JPL Wealth Management#1394 · 328 sh | 328 | $74.4K | 0.01% | +4.8% |
| 1395 | Cassaday & Wealth Management#1395 · 327 sh | 327 | $74.2K | — | -3.8% |
| 1396 | Rossby Financial, LCC#1396 · 325 sh | 325 | $73.8K | 0.01% | -21.7% |
| 1397 | Private Wealth Asset Management#1397 · 322 sh | 322 | $73.1K | <0.01% | -17.9% |
| 1398 | West Financial Advisors#1398 · 320 sh | 320 | $72.6K | — | 0.0% |
| 1399 | PROSPERITY BANCSHARES#1399 · 315 sh | 315 | $71.5K | 0.05% | -8.2% |
| 1400 | Asset Dedication#1400 · 315 sh | 315 | $71.5K | <0.01% | +1.6% |
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.