WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | JEPPSON WEALTH MANAGEMENT#601 · 8,799 sh | 8,799 | $2.0M | — | -1.1% |
| 602 | Agate Pass Investment Management#602 · 8,785 sh | 8,785 | $2.0M | — | 0.0% |
| 603 | XTX Topco Ltd#603 · 8,755 sh | 8,755 | $2.0M | 0.03% | -68.9% |
| 604 | J. Safra Sarasin Holding AG#604 · 9,009 sh | 9,009 | $2.0M | — | -4.4% |
| 605 | AlphaCore Capital#605 · 8,651 sh | 8,651 | $2.0M | 0.04% | +33.2% |
| 606 | Virtus Investment Advisers#606 · 8,582 sh | 8,582 | $1.9M | 0.45% | -17.0% |
| 607 | Fairtree Asset Management (Pty) Ltd#607 · 8,538 sh | 8,538 | $1.9M | 0.74% | +99.0% |
| 608 | Trueblood Wealth Management#608 · 8,513 sh | 8,513 | $1.9M | — | +2.9% |
| 609 | Summit Global Investments#609 · 8,449 sh | 8,449 | $1.9M | 0.10% | +1.7% |
| 610 | Clear Trail Advisors#610 · 8,438 sh | 8,438 | $1.9M | — | +86.2% |
| 611 | Sigma Planning#611 · 8,406 sh | 8,406 | $1.9M | — | -2.0% |
| 612 | SCHNIEDERS CAPITAL MANAGEMENT#612 · 8,346 sh | 8,346 | $1.9M | 0.25% | 0.0% |
| 613 | IPG Investment Advisors#613 · 8,302 sh | 8,302 | $1.9M | 0.27% | New |
| 614 | PFG Investments#614 · 8,278 sh | 8,278 | $1.9M | 0.07% | +3.3% |
| 615 | Smartleaf Asset Management#615 · 8,160 sh | 8,160 | $1.9M | 0.06% | 0.0% |
| 616 | EVERGREEN CAPITAL MANAGEMENT#616 · 8,160 sh | 8,160 | $1.9M | — | -0.9% |
| 617 | VestGen Advisors#617 · 8,144 sh | 8,144 | $1.8M | 0.05% | +1.9% |
| 618 | ALLIANZ SE#618 · 8,110 sh | 8,110 | $1.8M | 0.02% | -1.9% |
| 619 | Illinois Municipal Retirement Fund#619 · 8,084 sh | 8,084 | $1.8M | 0.02% | -67.8% |
| 620 | IMC-Chicago#620 · 8,055 sh | 8,055 | $1.8M | <0.01% | New |
| 621 | Emergent Wealth Advisors#621 · 8,069 sh | 8,069 | $1.8M | — | +1.5% |
| 622 | AMERICAN NATIONAL BANK#622 · 7,992 sh | 7,992 | $1.8M | — | +8.0% |
| 623 | WESPAC Advisors#623 · 7,987 sh | 7,987 | $1.8M | — | New |
| 624 | Marex Group plc#624 · 7,986 sh | 7,986 | $1.8M | <0.01% | +77.0% |
| 625 | Highview Capital Management#625 · 7,981 sh | 7,981 | $1.8M | 0.52% | +3.1% |
| 626 | KORNITZER CAPITAL MANAGEMENT#626 · 7,900 sh | 7,900 | $1.8M | 0.04% | 0.0% |
| 627 | Prime Capital Investment Advisors#627 · 7,851 sh | 7,851 | $1.8M | — | +21.5% |
| 628 | PINEBRIDGE INVESTMENTS#628 · 7,777 sh | 7,777 | $1.8M | 0.01% | +37.2% |
| 629 | ARBOR CAPITAL MANAGEMENT#629 · 7,501 sh | 7,501 | $1.8M | — | -14.4% |
| 630 | Stratos Wealth Partners, LTD.#630 · 7,634 sh | 7,634 | $1.7M | 0.02% | +21.3% |
| 631 | STEPHENS#631 · 7,625 sh | 7,625 | $1.7M | 0.02% | -3.8% |
| 632 | Parallel Advisors#632 · 7,614 sh | 7,614 | $1.7M | 0.03% | +6.3% |
| 633 | HARBOR INVESTMENT ADVISORY#633 · 7,613 sh | 7,613 | $1.7M | — | +19.6% |
| 634 | Equitable#634 · 7,584 sh | 7,584 | $1.7M | <0.01% | -22.6% |
| 635 | PROFUND ADVISORS#635 · 7,576 sh | 7,576 | $1.7M | 0.05% | +1.2% |
| 636 | IHT Wealth Management#636 · 7,489 sh | 7,489 | $1.7M | 0.04% | +20.0% |
| 637 | Frec Markets#637 · 7,392 sh | 7,392 | $1.7M | 0.15% | +47.5% |
| 638 | FLORIDA FINANCIAL ADVISORS#638 · 7,353 sh | 7,353 | $1.7M | 0.28% | +37.3% |
| 639 | Saturna Capital#639 · 7,350 sh | 7,350 | $1.7M | 0.02% | +2.0% |
| 640 | SAGESPRING WEALTH PARTNERS#640 · 7,338 sh | 7,338 | $1.7M | — | +6.5% |
| 641 | GTS SECURITIES#641 · 7,188 sh | 7,188 | $1.6M | 0.03% | -35.3% |
| 642 | Phoenix Financial Ltd.#642 · 7,152 sh | 7,152 | $1.6M | 0.01% | -30.8% |
| 643 | Community Bank & , Waco, Texas#643 · 7,054 sh | 7,054 | $1.6M | — | 0.0% |
| 644 | Apollon Wealth Management#644 · 7,043 sh | 7,043 | $1.6M | — | +12.5% |
| 645 | Stiles Financial Services#645 · 7,033 sh | 7,033 | $1.6M | 0.40% | -0.3% |
| 646 | Ancora Advisors#646 · 7,005 sh | 7,005 | $1.6M | 0.03% | -5.1% |
| 647 | Checchi Capital Advisers#647 · 6,998 sh | 6,998 | $1.6M | 0.07% | +0.4% |
| 648 | Wealth Architects#648 · 6,968 sh | 6,968 | $1.6M | 0.12% | +0.3% |
| 649 | S&A Financial Services#649 · 6,768 sh | 6,768 | $1.5M | 0.94% | -2.9% |
| 650 | CIGNA INVESTMENTS#650 · 6,759 sh | 6,759 | $1.5M | — | +3.1% |
| 651 | BRIGHTON JONES#651 · 6,751 sh | 6,751 | $1.5M | 0.03% | -4.9% |
| 652 | Wealthspire Advisors#652 · 6,687 sh | 6,687 | $1.5M | <0.01% | +44.4% |
| 653 | Modern Wealth Management#653 · 6,649 sh | 6,649 | $1.5M | 0.02% | +9.2% |
| 654 | HANTZ FINANCIAL SERVICES#654 · 6,642 sh | 6,642 | $1.5M | 0.02% | -1.7% |
| 655 | KINGSWOOD WEALTH ADVISORS#655 · 6,590 sh | 6,590 | $1.5M | — | -0.6% |
| 656 | Patriot Financial Group Insurance Agency#656 · 6,564 sh | 6,564 | $1.5M | — | -45.9% |
| 657 | ASR Vermogensbeheer N.V.#657 · 6,546 sh | 6,546 | $1.5M | — | -93.2% |
| 658 | Dorsey & Whitney#658 · 6,540 sh | 6,540 | $1.5M | 0.07% | +6.7% |
| 659 | IEQ CAPITAL#659 · 6,504 sh | 6,504 | $1.5M | <0.01% | -31.7% |
| 660 | Mitsubishi UFJ Asset Management (UK) Ltd.#660 · 6,500 sh | 6,500 | $1.5M | — | New |
| 661 | GREAT LAKES ADVISORS#661 · 6,478 sh | 6,478 | $1.5M | 0.01% | -4.9% |
| 662 | SAX WEALTH ADVISORS#662 · 7,417 sh | 7,417 | $1.5M | — | -1.9% |
| 663 | FARMERS & MERCHANTS INVESTMENTS#663 · 6,442 sh | 6,442 | $1.5M | — | +1.0% |
| 664 | ASHTON THOMAS SECURITIES#664 · 6,242 sh | 6,242 | $1.5M | — | +20.0% |
| 665 | LEVEL FOUR ADVISORY SERVICES#665 · 6,408 sh | 6,408 | $1.5M | 0.04% | -1.1% |
| 666 | Baldwin Investment Management#666 · 6,392 sh | 6,392 | $1.5M | 0.14% | +64.9% |
| 667 | Texas Yale Capital#667 · 6,354 sh | 6,354 | $1.4M | 0.03% | +1.6% |
| 668 | Summit Financial#668 · 6,343 sh | 6,343 | $1.4M | 0.02% | 0.0% |
| 669 | Apella Capital#669 · 6,033 sh | 6,033 | $1.4M | — | +0.3% |
| 670 | VUB Generali dochodkova spravcovska spolocnost, a.s.#670 · 6,315 sh | 6,315 | $1.4M | — | 0.0% |
| 671 | Ameritas Advisory Services#671 · 6,315 sh | 6,315 | $1.4M | 0.03% | +75.5% |
| 672 | Kesler, Norman & Wride#672 · 6,309 sh | 6,309 | $1.4M | 0.23% | +73.8% |
| 673 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#673 · 6,282 sh | 6,282 | $1.4M | 0.09% | +11.0% |
| 674 | BROOKFIELD#674 · 6,233 sh | 6,233 | $1.4M | <0.01% | -98.0% |
| 675 | EverSource Wealth Advisors#675 · 6,183 sh | 6,183 | $1.4M | 0.05% | +110.2% |
| 676 | PACIFIC SUN FINANCIAL#676 · 6,063 sh | 6,063 | $1.4M | 0.57% | 0.0% |
| 677 | Ameritas Investment Partners#677 · 6,055 sh | 6,055 | $1.4M | 0.04% | -3.2% |
| 678 | M&G Plc#678 · 6,047 sh | 6,047 | $1.4M | <0.01% | +26.3% |
| 679 | Essex Financial Services#679 · 6,027 sh | 6,027 | $1.4M | 0.07% | +4.7% |
| 680 | Gordian Capital Singapore Pte Ltd#680 · 6,000 sh | 6,000 | $1.4M | 2.34% | +36.4% |
| 681 | Qtron Investments#681 · 5,978 sh | 5,978 | $1.4M | 0.18% | -1.4% |
| 682 | ELEVATUS WELATH MANAGEMENT#682 · 5,967 sh | 5,967 | $1.4M | — | New |
| 683 | DUDLEY CAPITAL MANAGEMENT#683 · 5,950 sh | 5,950 | $1.4M | — | -1.2% |
| 684 | SYON CAPITAL#684 · 5,908 sh | 5,908 | $1.3M | 0.06% | +6.1% |
| 685 | MOSAIC FAMILY WEALTH PARTNERS#685 · 5,904 sh | 5,904 | $1.3M | 0.09% | +89.6% |
| 686 | TRUSTMARK NATIONAL BANK DEPARTMENT#686 · 5,872 sh | 5,872 | $1.3M | 0.08% | -1.0% |
| 687 | BSW Wealth Partners#687 · 5,831 sh | 5,831 | $1.3M | 0.15% | -3.1% |
| 688 | RFG - Bristol Wealth Advisors#688 · 5,819 sh | 5,819 | $1.3M | — | -28.2% |
| 689 | Ellevest#689 · 5,830 sh | 5,830 | $1.3M | 0.16% | -1.6% |
| 690 | Richwood Investment Advisors#690 · 5,808 sh | 5,808 | $1.3M | 0.93% | -4.1% |
| 691 | SUN LIFE FINANCIAL#691 · 5,760 sh | 5,760 | $1.3M | 0.07% | 0.0% |
| 692 | PERSONAL CFO SOLUTIONS#692 · 5,728 sh | 5,728 | $1.3M | 0.19% | +14.8% |
| 693 | Markowski Investments#693 · 5,720 sh | 5,720 | $1.3M | 0.29% | — |
| 694 | Morey & Quinn Wealth Partners#694 · 5,698 sh | 5,698 | $1.3M | 0.83% | -18.6% |
| 695 | CVFG#695 · 5,651 sh | 5,651 | $1.3M | 0.13% | 0.0% |
| 696 | Ninety One UK Ltd#696 · 5,647 sh | 5,647 | $1.3M | — | 0.0% |
| 697 | HARBOUR INVESTMENTS#697 · 5,626 sh | 5,626 | $1.3M | 0.02% | +2.4% |
| 698 | Aprio Wealth Management#698 · 5,611 sh | 5,611 | $1.3M | 0.06% | +15.2% |
| 699 | MCDONALD PARTNERS#699 · 5,506 sh | 5,506 | $1.2M | 0.30% | New |
| 700 | Lumbard & Kellner#700 · 5,496 sh | 5,496 | $1.2M | 0.38% | 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.