WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Aventura Private Wealth#1401 · 315 sh | 315 | $71.5K | 0.02% | +6200.0% |
| 1402 | BROWN, LISLE/CUMMINGS#1402 · 301 sh | 301 | $68.3K | — | -2.9% |
| 1403 | IAG Wealth Partners#1403 · 300 sh | 300 | $68.1K | <0.01% | 0.0% |
| 1404 | Fortitude Family Office#1404 · 300 sh | 300 | $68.1K | — | +2.7% |
| 1405 | WestEnd Advisors#1405 · 295 sh | 295 | $66.9K | <0.01% | -61.5% |
| 1406 | Kemnay Advisory Services#1406 · 284 sh | 284 | $64.5K | <0.01% | +1.1% |
| 1407 | ENTRUST FINANCIAL#1407 · 280 sh | 280 | $63.6K | 0.04% | 0.0% |
| 1408 | True Wealth Design#1408 · 276 sh | 276 | $62.6K | — | -5.2% |
| 1409 | Dunhill Financial#1409 · 271 sh | 271 | $61.7K | 0.01% | +17.8% |
| 1410 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1410 · 270 sh | 270 | $61.4K | <0.01% | +5.9% |
| 1411 | Manitou Investment Management Ltd.#1411 · 270 sh | 270 | $61.3K | — | 0.0% |
| 1412 | SOUTHERN MICHIGAN BANK &#1412 · 265 sh | 265 | $60.1K | — | 0.0% |
| 1413 | StrongBox Wealth#1413 · 250 sh | 250 | $56.7K | 0.02% | New |
| 1414 | E Fund Management (Hong Kong) , Ltd.#1414 · 248 sh | 248 | $56.3K | 0.02% | +222.1% |
| 1415 | James T. Borello RIA#1415 · 248 sh | 248 | $56.3K | — | -0.4% |
| 1416 | Signature Equity Partners#1416 · 241 sh | 241 | $54.8K | 0.03% | -8.4% |
| 1417 | Hughes Financial Services#1417 · 241 sh | 241 | $54.7K | <0.01% | +16.4% |
| 1418 | Planning Strategies#1418 · 241 sh | 241 | $54.7K | — | — |
| 1419 | Grove Bank#1419 · 240 sh | 240 | $54.5K | — | 0.0% |
| 1420 | SALEM INVESTMENT COUNSELORS#1420 · 231 sh | 231 | $52.4K | — | 0.0% |
| 1421 | Truvestments Capital#1421 · 227 sh | 227 | $51.4K | <0.01% | +0.4% |
| 1422 | First Command Advisory Services#1422 · 218 sh | 218 | $49.5K | <0.01% | -41.2% |
| 1423 | Dynamic Wealth Strategies#1423 · 217 sh | 217 | $49.3K | — | -28.4% |
| 1424 | Kingdom Financial Group#1424 · 215 sh | 215 | $48.8K | 0.01% | -13.3% |
| 1425 | Joseph Group Capital Management#1425 · 214 sh | 214 | $48.6K | 0.01% | +84.5% |
| 1426 | Morse Asset Management#1426 · 211 sh | 211 | $47.9K | <0.01% | 0.0% |
| 1427 | RAFFA WEALTH MANAGEMENT#1427 · 207 sh | 207 | $47.0K | <0.01% | +28.6% |
| 1428 | Global Asset Management#1428 · 200 sh | 200 | $45.4K | — | 0.0% |
| 1429 | Nemes Rush Group#1429 · 200 sh | 200 | $45.4K | <0.01% | 0.0% |
| 1430 | BROADWATER CAPITAL MANAGEMENT#1430 · 200 sh | 200 | $45.4K | 0.03% | 0.0% |
| 1431 | Gunpowder Capital Management, dba Oliver Wealth Management#1431 · 200 sh | 200 | $45.4K | 0.03% | 0.0% |
| 1432 | Financial Perspectives#1432 · 197 sh | 197 | $44.7K | 0.01% | -11.7% |
| 1433 | Roxbury Financial#1433 · 196 sh | 196 | $44.5K | — | 0.0% |
| 1434 | Smallwood Wealth Investment Management#1434 · 195 sh | 195 | $44.3K | 0.02% | -5.8% |
| 1435 | Frazier Financial Advisors#1435 · 189 sh | 189 | $42.9K | 0.02% | 0.0% |
| 1436 | FINANCIAL CONSULATE#1436 · 188 sh | 188 | $42.7K | — | +1.1% |
| 1437 | S&T BANK#1437 · 188 sh | 188 | $42.7K | 0.01% | +44.6% |
| 1438 | Quest 10 Wealth Builders#1438 · 184 sh | 184 | $41.8K | 0.03% | 0.0% |
| 1439 | Allied Private Wealth#1439 · 177 sh | 177 | $41.4K | 0.03% | — |
| 1440 | Bank of New Hampshire#1440 · 182 sh | 182 | $41.3K | — | 0.0% |
| 1441 | WEST PACES ADVISORS#1441 · 181 sh | 181 | $41.1K | — | New |
| 1442 | HAZLETT, BURT & WATSON#1442 · 182 sh | 182 | $41.0K | 0.01% | 0.0% |
| 1443 | Hilton Head Capital Partners#1443 · 177 sh | 177 | $40.2K | — | -41.4% |
| 1444 | Atlantic Edge Private Wealth Management#1444 · 176 sh | 176 | $39.9K | — | 0.0% |
| 1445 | BELLEVUE ASSET MANAGEMENT#1445 · 174 sh | 174 | $39.5K | 0.02% | +0.6% |
| 1446 | Marquette Asset Management#1446 · 173 sh | 173 | $39.3K | — | -1.7% |
| 1447 | SITTNER & NELSON#1447 · 171 sh | 171 | $38.8K | 0.01% | 0.0% |
| 1448 | ACADIAN ASSET MANAGEMENT#1448 · 169 sh | 169 | $38.0K | 0.00% | -99.3% |
| 1449 | HIGHLINE WEALTH PARTNERS#1449 · 167 sh | 167 | $38.0K | — | +13.6% |
| 1450 | SUMMIT SECURITIES GROUP#1450 · 164 sh | 164 | $37.2K | <0.01% | +42.6% |
| 1451 | NBT BANK N A#1451 · 163 sh | 163 | $36.9K | — | +0.6% |
| 1452 | High Note Wealth#1452 · 162 sh | 162 | $36.8K | <0.01% | +14.9% |
| 1453 | TrueNorth#1453 · 153 sh | 153 | $34.7K | <0.01% | +10.9% |
| 1454 | Park Place Capital#1454 · 152 sh | 152 | $34.5K | <0.01% | 0.0% |
| 1455 | Avion Wealth#1455 · 150 sh | 150 | $34.0K | <0.01% | +1.4% |
| 1456 | ALBION FINANCIAL GROUP#1456 · 148 sh | 148 | $33.6K | — | -20.4% |
| 1457 | Solstein Capital#1457 · 148 sh | 148 | $33.6K | 0.01% | 0.0% |
| 1458 | EVERMAY WEALTH MANAGEMENT#1458 · 144 sh | 144 | $32.7K | <0.01% | +5.1% |
| 1459 | ARMSTRONG ADVISORY GROUP#1459 · 143 sh | 143 | $32.5K | — | 0.0% |
| 1460 | HAGER INVESTMENT MANAGEMENT SERVICES#1460 · 141 sh | 141 | $32.0K | 0.01% | -0.7% |
| 1461 | Covestor Ltd#1461 · 142 sh | 142 | $32.0K | 0.02% | -61.8% |
| 1462 | MJT & Associates Financial Advisory Group#1462 · 139 sh | 139 | $31.5K | — | 0.0% |
| 1463 | New England Capital Financial Advisors#1463 · 136 sh | 136 | $30.9K | <0.01% | 0.0% |
| 1464 | Financial Network Wealth Advisors#1464 · 133 sh | 133 | $30.2K | 0.03% | +4.7% |
| 1465 | OGOREK ANTHONY JOSEPH /NY#1465 · 135 sh | 135 | $30.0K | <0.01% | +3.1% |
| 1466 | Kilter Group#1466 · 127 sh | 127 | $28.8K | 0.01% | +6.7% |
| 1467 | ORG Wealth Partners#1467 · 126 sh | 126 | $28.6K | <0.01% | -89.4% |
| 1468 | SFAM#1468 · 125 sh | 125 | $28.4K | 0.02% | 0.0% |
| 1469 | Smithfield#1469 · 121 sh | 121 | $28.0K | <0.01% | 0.0% |
| 1470 | Buck Wealth Strategies#1470 · 120 sh | 120 | $27.3K | <0.01% | New |
| 1471 | Bare Financial Services#1471 · 117 sh | 117 | $26.6K | <0.01% | +58.1% |
| 1472 | Independence Bank of Kentucky#1472 · 116 sh | 116 | $26.3K | — | -75.4% |
| 1473 | BARTLETT & WEALTH MANAGEMENT#1473 · 116 sh | 116 | $26.2K | <0.01% | +39.8% |
| 1474 | Coston, McIsaac & Partners#1474 · 115 sh | 115 | $26.0K | <0.01% | 0.0% |
| 1475 | Moisand Fitzgerald Tamayo#1475 · 113 sh | 113 | $25.6K | — | New |
| 1476 | VISION FINANCIAL MARKETS#1476 · 112 sh | 112 | $25.6K | — | +0.9% |
| 1477 | Newbridge Financial Services Group#1477 · 111 sh | 111 | $25.2K | — | -47.1% |
| 1478 | WOLFF WIESE MAGANA#1478 · 105 sh | 105 | $23.8K | — | 0.0% |
| 1479 | Robinswood Financial#1479 · 102 sh | 102 | $23.3K | — | 0.0% |
| 1480 | OLD POINT & FINANCIAL SERVICES N A#1480 · 100 sh | 100 | $22.7K | <0.01% | New |
| 1481 | Perkins Coie#1481 · 100 sh | 100 | $22.7K | — | 0.0% |
| 1482 | MARK SHEPTOFF FINANCIAL PLANNING#1482 · 100 sh | 100 | $22.7K | 0.01% | 0.0% |
| 1483 | West Branch Capital#1483 · 100 sh | 100 | $22.7K | — | New |
| 1484 | Sunrise Financial Services#1484 · 100 sh | 100 | $22.7K | — | 0.0% |
| 1485 | BARRETT & COMPANY#1485 · 100 sh | 100 | $22.7K | — | 0.0% |
| 1486 | Downshift Financial#1486 · 98 sh | 98 | $22.2K | — | New |
| 1487 | Kentucky#1487 · 97 sh | 97 | $22.0K | — | 0.0% |
| 1488 | Quarry#1488 · 96 sh | 96 | $21.8K | <0.01% | New |
| 1489 | Winch Advisory Services#1489 · 95 sh | 95 | $21.6K | <0.01% | 0.0% |
| 1490 | Crewe Advisors#1490 · 90 sh | 90 | $20.4K | <0.01% | +63.6% |
| 1491 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1491 · 85 sh | 85 | $19.3K | <0.01% | 0.0% |
| 1492 | Citizens National Bank Department#1492 · 83 sh | 83 | $18.8K | <0.01% | 0.0% |
| 1493 | HOLLENCREST SECURITIES#1493 · 81 sh | 81 | $18.4K | <0.01% | -62.3% |
| 1494 | Premier Financial Group#1494 · 80 sh | 80 | $18.2K | <0.01% | New |
| 1495 | Providence Capital Advisors#1495 · 79 sh | 79 | $17.9K | <0.01% | New |
| 1496 | Reyes Financial Architecture#1496 · 78 sh | 78 | $17.7K | — | 0.0% |
| 1497 | Heritage Wealth Advisors#1497 · 77 sh | 77 | $17.5K | <0.01% | 0.0% |
| 1498 | Measured Wealth Private Client Group#1498 · 75 sh | 75 | $17.0K | <0.01% | 0.0% |
| 1499 | Arlington#1499 · 75 sh | 75 | $17.0K | — | 0.0% |
| 1500 | Mowery & Schoenfeld Wealth Management#1500 · 73 sh | 73 | $16.6K | 0.02% | 0.0% |
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.