WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | MARSHALL INVESTMENT MANAGEMENT#1501 · 68 sh | 68 | $15.4K | <0.01% | New |
| 1502 | EFG International AG#1502 · 68 sh | 68 | $15.4K | <0.01% | +3.0% |
| 1503 | SIMPLEX TRADING#1503 · 67 sh | 67 | $15.2K | 0.00% | New |
| 1504 | Collier Financial#1504 · 64 sh | 64 | $14.4K | <0.01% | -78.9% |
| 1505 | SouthState Bank#1505 · 62 sh | 62 | $14.1K | <0.01% | +14.8% |
| 1506 | Synergy Investment Management#1506 · 57 sh | 57 | $13.7K | <0.01% | +307.1% |
| 1507 | Guinness Atkinson Asset Management#1507 · 60 sh | 60 | $13.6K | <0.01% | 0.0% |
| 1508 | BIRCHBROOK#1508 · 60 sh | 60 | $13.5K | — | +1.7% |
| 1509 | Strengthening Families & Communities#1509 · 58 sh | 58 | $13.2K | — | New |
| 1510 | Delos Wealth Advisors#1510 · 57 sh | 57 | $12.9K | <0.01% | New |
| 1511 | Principia Wealth Advisory#1511 · 57 sh | 57 | $12.9K | <0.01% | +26.7% |
| 1512 | Pacifica Partners#1512 · 54 sh | 54 | $12.7K | — | 0.0% |
| 1513 | Aspect Partners#1513 · 55 sh | 55 | $12.5K | — | -15.4% |
| 1514 | Abound Wealth Management#1514 · 53 sh | 53 | $12.0K | — | -51.4% |
| 1515 | IMG Wealth Management#1515 · 52 sh | 52 | $11.8K | — | +85.7% |
| 1516 | ZRC WEALTH MANAGEMENT#1516 · 51 sh | 51 | $11.6K | — | 0.0% |
| 1517 | VSM Wealth Advisory#1517 · 50 sh | 50 | $11.3K | <0.01% | 0.0% |
| 1518 | HORIZON FINANCIAL SERVICES#1518 · 49 sh | 49 | $11.1K | <0.01% | +19.5% |
| 1519 | PFS Partners#1519 · 49 sh | 49 | $11.1K | — | 0.0% |
| 1520 | RHL GROUP#1520 · 45 sh | 45 | $10.2K | <0.01% | +7.1% |
| 1521 | Leonteq Securities AG#1521 · 45 sh | 45 | $10.2K | <0.01% | -64.0% |
| 1522 | Triumph Capital Management#1522 · 45 sh | 45 | $10.2K | — | +9.8% |
| 1523 | Clark Wealth Partners#1523 · 45 sh | 45 | $10.2K | — | +4.7% |
| 1524 | Centerpoint Advisors#1524 · 42 sh | 42 | $10.0K | <0.01% | 0.0% |
| 1525 | Wilmington Savings Fund Society, FSB#1525 · 43 sh | 43 | $9.8K | — | -50.6% |
| 1526 | Strategic Advocates#1526 · 41 sh | 41 | $9.3K | 0.04% | 0.0% |
| 1527 | Carolina Wealth Advisors#1527 · 39 sh | 39 | $8.9K | — | 0.0% |
| 1528 | HighMark Wealth Management#1528 · 39 sh | 39 | $8.9K | <0.01% | -4.9% |
| 1529 | INVESTMENT COUNSEL OF NEVADA#1529 · 37 sh | 37 | $8.4K | 0.02% | New |
| 1530 | Activest Wealth Management#1530 · 36 sh | 36 | $8.2K | — | -12.2% |
| 1531 | TFC Financial Management#1531 · 34 sh | 34 | $7.7K | — | +13.3% |
| 1532 | Private Wealth Management Group#1532 · 34 sh | 34 | $7.7K | — | 0.0% |
| 1533 | American Capital Advisory#1533 · 34 sh | 34 | $7.7K | <0.01% | +30.8% |
| 1534 | Millstone Evans Group#1534 · 34 sh | 34 | $7.7K | <0.01% | +47.8% |
| 1535 | STANCE CAPITAL#1535 · 33 sh | 33 | $7.5K | <0.01% | 0.0% |
| 1536 | Addison Advisors#1536 · 32 sh | 32 | $7.3K | <0.01% | -40.7% |
| 1537 | DT Investment Partners#1537 · 32 sh | 32 | $7.3K | — | 0.0% |
| 1538 | Lodestone Wealth Management#1538 · 32 sh | 32 | $7.3K | — | 0.0% |
| 1539 | TD Capital Management#1539 · 31 sh | 31 | $7.1K | <0.01% | 0.0% |
| 1540 | NBH Bank#1540 · 30 sh | 30 | $6.8K | <0.01% | — |
| 1541 | WealthCollab#1541 · 29 sh | 29 | $6.6K | <0.01% | 0.0% |
| 1542 | NVWM#1542 · 26 sh | 26 | $5.9K | — | +13.0% |
| 1543 | Crews Bank#1543 · 26 sh | 26 | $5.9K | <0.01% | 0.0% |
| 1544 | Murphy & Mullick Capital Management#1544 · 25 sh | 25 | $5.7K | <0.01% | +2400.0% |
| 1545 | Nova Wealth Management#1545 · 25 sh | 25 | $5.6K | <0.01% | 0.0% |
| 1546 | BOK Financial Private Wealth#1546 · 23 sh | 23 | $5.2K | <0.01% | New |
| 1547 | Rialto Wealth Management#1547 · 23 sh | 23 | $5.2K | <0.01% | +27.8% |
| 1548 | 1 NORTH WEALTH SERVICES#1548 · 23 sh | 23 | $5.2K | <0.01% | New |
| 1549 | SOA Wealth Advisors#1549 · 4,517 sh | 4,517 | $4.5K | <0.01% | -56.5% |
| 1550 | Halbert, Hargrove/Russell#1550 · 20 sh | 20 | $4.5K | — | New |
| 1551 | Davis Capital Management#1551 · 19 sh | 19 | $4.3K | — | +216.7% |
| 1552 | Quaker Wealth Management#1552 · 18 sh | 18 | $4.1K | — | 0.0% |
| 1553 | Beaird Harris Wealth Management#1553 · 18 sh | 18 | $4.1K | <0.01% | 0.0% |
| 1554 | DUNCKER STREETT#1554 · 17 sh | 17 | $3.9K | <0.01% | 0.0% |
| 1555 | Y.D. More Investments Ltd#1555 · 17 sh | 17 | $3.9K | <0.01% | -22.7% |
| 1556 | Point Nemo Capital#1556 · 17 sh | 17 | $3.9K | <0.01% | New |
| 1557 | CBIZ Investment Advisory Services#1557 · 19 sh | 19 | $3.8K | <0.01% | 0.0% |
| 1558 | MidFirst Bank#1558 · 16 sh | 16 | $3.6K | <0.01% | 0.0% |
| 1559 | BOYD WATTERSON ASSET MANAGEMENT#1559 · 15 sh | 15 | $3.4K | <0.01% | 0.0% |
| 1560 | Redwood Park Advisors#1560 · 15 sh | 15 | $3.4K | <0.01% | 0.0% |
| 1561 | RMG Wealth Management#1561 · 13 sh | 13 | $3.0K | — | 0.0% |
| 1562 | Signature Resources Capital Management#1562 · 12 sh | 12 | $2.7K | — | 0.0% |
| 1563 | Clean Yield Group#1563 · 11 sh | 11 | $2.5K | <0.01% | 0.0% |
| 1564 | Raleigh Capital Management#1564 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 1565 | JDM Financial Group#1565 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 1566 | Three Bearings Fiduciary Advisors#1566 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 1567 | Cedar Mountain Advisors#1567 · 9 sh | 9 | $2.0K | — | 0.0% |
| 1568 | Lloyd Advisory Services#1568 · 9 sh | 9 | $2.0K | <0.01% | -96.4% |
| 1569 | United Community Bank#1569 · 9 sh | 9 | $2.0K | <0.01% | 0.0% |
| 1570 | 1015 Capital Partners#1570 · 9 sh | 9 | $2.0K | <0.01% | 0.0% |
| 1571 | Basepoint Wealth#1571 · 8 sh | 8 | $1.9K | <0.01% | 0.0% |
| 1572 | DecisionPoint Financial#1572 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 1573 | Silicon Valley Capital Partners#1573 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 1574 | Mascoma Wealth Management#1574 · 8 sh | 8 | $1.8K | — | +14.3% |
| 1575 | Provenance Wealth Advisors#1575 · 8 sh | 8 | $1.8K | <0.01% | New |
| 1576 | Stone House Investment Management#1576 · 7 sh | 7 | $1.6K | — | +40.0% |
| 1577 | Godfrey Financial Associates#1577 · 7 sh | 7 | $1.6K | <0.01% | 0.0% |
| 1578 | Plante Moran Financial Advisors#1578 · 6 sh | 6 | $1.4K | <0.01% | New |
| 1579 | GoalVest Advisory#1579 · 6 sh | 6 | $1.4K | — | New |
| 1580 | Tidemark#1580 · 6 sh | 6 | $1.4K | <0.01% | 0.0% |
| 1581 | Spectrum Wealth Advisory Group#1581 · 5 sh | 5 | $1.1K | <0.01% | New |
| 1582 | Financial Gravity Companies, (FGCO)#1582 · 5 sh | 5 | $1.1K | <0.01% | — |
| 1583 | Morton Brown Family Wealth#1583 · 5 sh | 5 | $1.1K | — | New |
| 1584 | Mosley Wealth Management#1584 · 5 sh | 5 | $1.1K | — | New |
| 1585 | Trust Co#1585 · 4 sh | 4 | $908.00 | — | 0.0% |
| 1586 | Costello Asset Management#1586 · 4 sh | 4 | $908.00 | <0.01% | New |
| 1587 | HOEY INVESTMENTS#1587 · 4 sh | 4 | $908.00 | <0.01% | New |
| 1588 | Noble Wealth Management PBC#1588 · 4 sh | 4 | $908.00 | — | New |
| 1589 | Cordant#1589 · 3 sh | 3 | $786.00 | <0.01% | New |
| 1590 | Hurley Capital#1590 · 3 sh | 3 | $683.00 | <0.01% | New |
| 1591 | Game Plan Financial Advisors#1591 · 3 sh | 3 | $681.00 | <0.01% | New |
| 1592 | Trifecta Capital Advisors#1592 · 3 sh | 3 | $681.00 | — | New |
| 1593 | Caitong International Asset Management , Ltd#1593 · 3 sh | 3 | $681.00 | <0.01% | New |
| 1594 | Breakwater Investment Management#1594 · 3 sh | 3 | $681.00 | — | 0.0% |
| 1595 | Freestone Grove Partners#1595 · 2 sh | 2 | $454.00 | 0.00% | New |
| 1596 | 3 FACTOR INDEXING#1596 · 2 sh | 2 | $454.00 | — | 0.0% |
| 1597 | Medallion Wealth Advisors#1597 · 1 sh | 1 | $227.00 | <0.01% | New |
| 1598 | Highland Investment Advisors#1598 · 1 sh | 1 | $227.00 | <0.01% | — |
| 1599 | Darwin Wealth Management#1599 · 0 sh | 0 | $173.00 | 0.00% | New |
| 1600 | Financial Life Planners#1600 · 0 sh | 0 | $98.00 | <0.01% | 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.