WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 6)
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 501 to 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 501–600 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Summit Trail Advisors#501 · 16,508 sh | 16,508 | $3.7M | 0.05% | -0.4% |
| 502 | Arkadios Wealth Advisors#502 · 16,507 sh | 16,507 | $3.7M | 0.06% | -4.2% |
| 503 | CENTAURUS FINANCIAL#503 · 16,460 sh | 16,460 | $3.7M | 0.16% | +4.7% |
| 504 | Liberty Capital Management#504 · 16,257 sh | 16,257 | $3.7M | 0.63% | — |
| 505 | Sound View Wealth Advisors Group#505 · 16,200 sh | 16,200 | $3.7M | 0.23% | +1.5% |
| 506 | Impax Asset Management Group plc#506 · 16,081 sh | 16,081 | $3.6M | 0.02% | -6.4% |
| 507 | Private Advisor Group#507 · 16,063 sh | 16,063 | $3.6M | 0.02% | -31.2% |
| 508 | GRIMES & WEALTH MANAGEMENT#508 · 15,957 sh | 15,957 | $3.6M | 0.08% | +25.9% |
| 509 | Capital Investment Advisors#509 · 15,898 sh | 15,898 | $3.6M | — | -6.2% |
| 510 | World Investment Advisors#510 · 17,975 sh | 17,975 | $3.6M | 0.06% | -1.0% |
| 511 | Meiji Yasuda Life Insurance#511 · 15,694 sh | 15,694 | $3.6M | 0.12% | +8.6% |
| 512 | Ilmarinen Mutual Pension Insurance#512 · 15,500 sh | 15,500 | $3.5M | 0.02% | -39.2% |
| 513 | Entropy Technologies#513 · 15,468 sh | 15,468 | $3.5M | 0.14% | New |
| 514 | Tower Research Capital (TRC)#514 · 15,267 sh | 15,267 | $3.5M | 0.08% | -63.7% |
| 515 | Sanibel Captiva Company#515 · 15,170 sh | 15,170 | $3.4M | 0.09% | +9.8% |
| 516 | BRANT POINT INVESTMENT MANAGEMENT#516 · 15,014 sh | 15,014 | $3.4M | 0.42% | -38.8% |
| 517 | Caprock Group#517 · 14,624 sh | 14,624 | $3.3M | 0.06% | +31.0% |
| 518 | Global Retirement Partners#518 · 14,473 sh | 14,473 | $3.3M | 0.05% | — |
| 519 | Edgemoor Investment Advisors#519 · 14,360 sh | 14,360 | $3.3M | 0.22% | -0.2% |
| 520 | SUMITOMO LIFE INSURANCE#520 · 14,344 sh | 14,344 | $3.3M | 0.05% | -5.5% |
| 521 | RMR Wealth Builders#521 · 14,308 sh | 14,308 | $3.2M | — | New |
| 522 | GLENMEDE NA#522 · 14,271 sh | 14,271 | $3.2M | 0.01% | +6.5% |
| 523 | SIGNATUREFD#523 · 14,174 sh | 14,174 | $3.2M | — | +2.9% |
| 524 | NATIONS FINANCIAL GROUP , /IA#524 · 14,115 sh | 14,115 | $3.2M | 0.15% | -0.1% |
| 525 | CreativeOne Wealth#525 · 14,109 sh | 14,109 | $3.2M | 0.07% | +1.9% |
| 526 | JAMES INVESTMENT RESEARCH#526 · 14,049 sh | 14,049 | $3.2M | — | +39.2% |
| 527 | Plato Investment Management Ltd#527 · 14,060 sh | 14,060 | $3.2M | 0.18% | +57.1% |
| 528 | O'ROURKE & COMPANY#528 · 13,961 sh | 13,961 | $3.2M | 1.11% | +0.3% |
| 529 | GLOBALT Investments / GA#529 · 13,771 sh | 13,771 | $3.1M | — | +4.9% |
| 530 | SIMON QUICK ADVISORS#530 · 13,768 sh | 13,768 | $3.1M | — | -0.5% |
| 531 | TWIN CAPITAL MANAGEMENT#531 · 13,734 sh | 13,734 | $3.1M | 0.34% | +16.9% |
| 532 | Advance Capital Management#532 · 13,722 sh | 13,722 | $3.1M | 0.10% | -0.2% |
| 533 | TRIGLAV SKLADI, D.O.O.#533 · 13,666 sh | 13,666 | $3.1M | 0.16% | -8.1% |
| 534 | Banque Cantonale Vaudoise#534 · 13,663 sh | 13,663 | $3.1M | 0.12% | -51.9% |
| 535 | Sarasin & Partners LLP#535 · 13,657 sh | 13,657 | $3.1M | — | -21.7% |
| 536 | Verde Capital Management#536 · 13,469 sh | 13,469 | $3.1M | 0.57% | -4.0% |
| 537 | Farther Finance Advisors#537 · 13,408 sh | 13,408 | $3.0M | — | +18.8% |
| 538 | Savvy Advisors#538 · 13,261 sh | 13,261 | $3.0M | 0.06% | +14.1% |
| 539 | GROUP ONE TRADING, L.P.#539 · 13,235 sh | 13,235 | $3.0M | <0.01% | -25.6% |
| 540 | GARRISON BRADFORD & ASSOCIATES#540 · 13,126 sh | 13,126 | $3.0M | 3.23% | -1.1% |
| 541 | COLDSTREAM CAPITAL MANAGEMENT#541 · 13,091 sh | 13,091 | $3.0M | 0.04% | -17.7% |
| 542 | Walleye Trading#542 · 13,048 sh | 13,048 | $3.0M | <0.01% | +28.4% |
| 543 | CHOREO#543 · 13,006 sh | 13,006 | $3.0M | 0.03% | +1.7% |
| 544 | BROWN BROTHERS HARRIMAN#544 · 12,934 sh | 12,934 | $2.9M | 0.01% | +40.0% |
| 545 | NTV ASSET MANAGEMENT#545 · 12,592 sh | 12,592 | $2.9M | — | 0.0% |
| 546 | HUNTINGTON NATIONAL BANK#546 · 12,389 sh | 12,389 | $2.8M | 0.01% | +25.2% |
| 547 | Penserra Capital Management#547 · 12,394 sh | 12,394 | $2.8M | 0.02% | +91.5% |
| 548 | Park Edge Advisors#548 · 12,381 sh | 12,381 | $2.8M | 0.59% | +127.1% |
| 549 | OLD SECOND NATIONAL BANK OF AURORA#549 · 12,363 sh | 12,363 | $2.8M | — | -10.0% |
| 550 | LDR Capital Management#550 · 12,276 sh | 12,276 | $2.8M | — | -1.0% |
| 551 | BAILARD#551 · 12,098 sh | 12,098 | $2.7M | — | +23.4% |
| 552 | Integrated Wealth Concepts#552 · 12,079 sh | 12,079 | $2.7M | 0.01% | +14.1% |
| 553 | J.W. COLE ADVISORS#553 · 12,058 sh | 12,058 | $2.7M | 0.05% | -1.0% |
| 554 | DAVENPORT#554 · 11,936 sh | 11,936 | $2.7M | — | +9.7% |
| 555 | Anchor Bay Capital#555 · 11,393 sh | 11,393 | $2.7M | 1.45% | — |
| 556 | High Point Wealth Management#556 · 11,535 sh | 11,535 | $2.6M | 2.14% | +3.8% |
| 557 | OSSIAM#557 · 11,533 sh | 11,533 | $2.6M | 0.03% | +21.7% |
| 558 | WESBANCO BANK#558 · 11,456 sh | 11,456 | $2.6M | 0.06% | -5.3% |
| 559 | CONTRAVISORY INVESTMENT MANAGEMENT#559 · 11,263 sh | 11,263 | $2.6M | — | +2.2% |
| 560 | TEMA ETFS#560 · 11,250 sh | 11,250 | $2.6M | — | +9.9% |
| 561 | Advisory Services Network#561 · 11,244 sh | 11,244 | $2.6M | 0.03% | +192.4% |
| 562 | Csenge Advisory Group#562 · 11,091 sh | 11,091 | $2.5M | 0.10% | New |
| 563 | Quantitative Investment Management#563 · 10,943 sh | 10,943 | $2.5M | 0.27% | +127.6% |
| 564 | Hartford Funds Management#564 · 10,891 sh | 10,891 | $2.5M | 0.20% | +2.2% |
| 565 | Snowden Capital Advisors#565 · 10,829 sh | 10,829 | $2.5M | 0.06% | -2.8% |
| 566 | Welch Group#566 · 10,731 sh | 10,731 | $2.4M | 0.08% | 0.0% |
| 567 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#567 · 10,721 sh | 10,721 | $2.4M | <0.01% | -94.9% |
| 568 | Ballentine Partners#568 · 10,536 sh | 10,536 | $2.4M | 0.03% | -0.7% |
| 569 | Gerald Baker Financial Group#569 · 10,493 sh | 10,493 | $2.4M | — | +2.0% |
| 570 | Compound Planning#570 · 10,460 sh | 10,460 | $2.4M | 0.06% | +4.3% |
| 571 | Prospera Financial Services#571 · 10,400 sh | 10,400 | $2.4M | 0.03% | -12.8% |
| 572 | FIG FINANCIAL ADVISORY SERVICES#572 · 10,365 sh | 10,365 | $2.4M | — | +63.2% |
| 573 | OneDigital Investment Advisors#573 · 10,280 sh | 10,280 | $2.3M | 0.02% | -7.0% |
| 574 | Frank, Rimerman Advisors#574 · 10,221 sh | 10,221 | $2.3M | — | +0.2% |
| 575 | Purkiss Capital Advisors#575 · 10,208 sh | 10,208 | $2.3M | 0.88% | +14.1% |
| 576 | GREENLEAF#576 · 10,180 sh | 10,180 | $2.3M | 0.02% | -3.0% |
| 577 | Baird Financial Group#577 · 10,165 sh | 10,165 | $2.3M | <0.01% | +4.1% |
| 578 | Western Financial#578 · 10,140 sh | 10,140 | $2.3M | — | +1.9% |
| 579 | Everhart Financial Group#579 · 10,138 sh | 10,138 | $2.3M | — | -2.5% |
| 580 | Wedmont Private Capital#580 · 9,931 sh | 9,931 | $2.3M | — | +4.3% |
| 581 | American Assets Investment Management#581 · 10,000 sh | 10,000 | $2.3M | 0.14% | 0.0% |
| 582 | NFP Retirement#582 · 9,965 sh | 9,965 | $2.3M | 0.12% | -0.4% |
| 583 | Mutual Advisors#583 · 9,928 sh | 9,928 | $2.3M | 0.04% | +7.0% |
| 584 | BDF-GESTION#584 · 19,654 sh | 19,654 | $2.2M | — | +39.6% |
| 585 | Clearstead Advisors#585 · 9,777 sh | 9,777 | $2.2M | 0.02% | +68.7% |
| 586 | American Financial Advisors#586 · 9,594 sh | 9,594 | $2.2M | 0.26% | -2.6% |
| 587 | RDA Financial Network#587 · 9,586 sh | 9,586 | $2.2M | — | -12.3% |
| 588 | MGO ONE SEVEN#588 · 9,549 sh | 9,549 | $2.2M | 0.04% | +6.6% |
| 589 | Waterloo Capital, L.P.#589 · 9,501 sh | 9,501 | $2.2M | 0.12% | -0.4% |
| 590 | DENALI ADVISORS#590 · 9,499 sh | 9,499 | $2.2M | 0.22% | +1.8% |
| 591 | GF FUND MANAGEMENT LTD.#591 · 9,481 sh | 9,481 | $2.2M | — | -6.2% |
| 592 | Pinnacle Financial Partners#592 · 9,397 sh | 9,397 | $2.1M | 0.01% | +17.1% |
| 593 | D.A. DAVIDSON#593 · 9,137 sh | 9,137 | $2.1M | 0.01% | -1.9% |
| 594 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#594 · 9,095 sh | 9,095 | $2.1M | — | +10.4% |
| 595 | Independent Advisor Alliance#595 · 9,027 sh | 9,027 | $2.0M | 0.05% | +3.9% |
| 596 | Cornell Pochily Investment Advisors#596 · 9,018 sh | 9,018 | $2.0M | — | +0.4% |
| 597 | Wealth Enhancement Services#597 · 8,962 sh | 8,962 | $2.0M | — | -4.8% |
| 598 | Carnegie Investment Counsel#598 · 8,898 sh | 8,898 | $2.0M | — | -0.8% |
| 599 | INDEPENDENT FINANCIAL GROUP#599 · 8,874 sh | 8,874 | $2.0M | — | -26.4% |
| 600 | Kingsview Wealth Management#600 · 8,824 sh | 8,824 | $2.0M | 0.02% | +20.9% |
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.