WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | IBEX WEALTH ADVISORS#701 · 5,495 sh | 5,495 | $1.2M | 0.10% | -1.4% |
| 702 | PICTON MAHONEY ASSET MANAGEMENT#702 · 5,443 sh | 5,443 | $1.2M | <0.01% | -32.8% |
| 703 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#703 · 5,421 sh | 5,421 | $1.2M | <0.01% | +41.4% |
| 704 | Perigon Wealth Management#704 · 5,411 sh | 5,411 | $1.2M | — | +5.7% |
| 705 | Prestige Wealth Management Group#705 · 5,283 sh | 5,283 | $1.2M | 0.22% | -41.8% |
| 706 | STABLEFORD CAPITAL II#706 · 5,272 sh | 5,272 | $1.2M | — | -2.0% |
| 707 | CX Institutional#707 · 5,219 sh | 5,219 | $1.2M | — | +43.5% |
| 708 | Livforsakringsbolaget Skandia, Omsesidigt#708 · 5,213 sh | 5,213 | $1.2M | — | -8.8% |
| 709 | AE Wealth Management#709 · 5,195 sh | 5,195 | $1.2M | <0.01% | +26.6% |
| 710 | VestGen Investment Management#710 · 5,165 sh | 5,165 | $1.2M | 0.62% | +391.4% |
| 711 | Advisory Alpha#711 · 5,162 sh | 5,162 | $1.2M | 0.03% | +125.8% |
| 712 | Sara-Bay Financial#712 · 5,135 sh | 5,135 | $1.2M | — | 0.0% |
| 713 | ARS Wealth Advisors Group#713 · 5,130 sh | 5,130 | $1.2M | — | +0.3% |
| 714 | Busey Wealth Management#714 · 5,111 sh | 5,111 | $1.2M | — | -6.0% |
| 715 | JACKSON SQUARE CAPITAL#715 · 5,096 sh | 5,096 | $1.2M | — | -0.5% |
| 716 | Howard Capital Management#716 · 5,095 sh | 5,095 | $1.2M | — | +139.0% |
| 717 | Cresset Asset Management#717 · 5,087 sh | 5,087 | $1.2M | <0.01% | +204.8% |
| 718 | Premier Path Wealth Partners#718 · 5,066 sh | 5,066 | $1.1M | — | +0.4% |
| 719 | Benchmark Investment Advisors#719 · 5,060 sh | 5,060 | $1.1M | 0.50% | 0.0% |
| 720 | COMMERZBANK AKTIENGESELLSCHAFT#720 · 5,016 sh | 5,016 | $1.1M | 0.02% | -10.7% |
| 721 | Diversified#721 · 5,007 sh | 5,007 | $1.1M | 0.02% | -6.3% |
| 722 | Retirement Planning of New England#722 · 4,982 sh | 4,982 | $1.1M | — | -5.4% |
| 723 | SILVER OAK SECURITIES#723 · 4,977 sh | 4,977 | $1.1M | 0.07% | +26.9% |
| 724 | FIRST AMERICAN , FSB#724 · 4,968 sh | 4,968 | $1.1M | 0.07% | +8.2% |
| 725 | Prosperity Consulting Group#725 · 4,961 sh | 4,961 | $1.1M | 0.04% | +22.5% |
| 726 | Finward Bancorp#726 · 4,936 sh | 4,936 | $1.1M | — | -0.7% |
| 727 | SAPIENT CAPITAL#727 · 4,922 sh | 4,922 | $1.1M | — | New |
| 728 | IFP Advisors#728 · 4,887 sh | 4,887 | $1.1M | — | +10.2% |
| 729 | Proficio Capital Partners#729 · 4,862 sh | 4,862 | $1.1M | 0.04% | New |
| 730 | FLPUTNAM INVESTMENT MANAGEMENT#730 · 4,832 sh | 4,832 | $1.1M | 0.01% | +33.3% |
| 731 | Legacy Wealth Asset Management#731 · 4,812 sh | 4,812 | $1.1M | — | -3.5% |
| 732 | Geneos Wealth Management#732 · 4,809 sh | 4,809 | $1.1M | 0.02% | -2.3% |
| 733 | Advyzon Investment Management#733 · 4,806 sh | 4,806 | $1.1M | 0.08% | +105.1% |
| 734 | PDS Planning#734 · 4,748 sh | 4,748 | $1.1M | 0.06% | +0.7% |
| 735 | Dodds Wealth#735 · 4,748 sh | 4,748 | $1.1M | 0.24% | 0.0% |
| 736 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#736 · 4,748 sh | 4,748 | $1.1M | — | +84.9% |
| 737 | MONETARY MANAGEMENT GROUP#737 · 4,725 sh | 4,725 | $1.1M | 0.22% | -4.1% |
| 738 | SJS Investment Consulting#738 · 4,706 sh | 4,706 | $1.1M | — | +2.2% |
| 739 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#739 · 4,649 sh | 4,649 | $1.1M | — | 0.0% |
| 740 | Buckley Wealth Management#740 · 4,574 sh | 4,574 | $1.0M | 0.26% | +5.0% |
| 741 | Fidelis Capital Partners#741 · 4,558 sh | 4,558 | $1.0M | 0.06% | -13.5% |
| 742 | STRATEGY ASSET MANAGERS#742 · 4,553 sh | 4,553 | $1.0M | — | +29.5% |
| 743 | Investment Advisory Group#743 · 4,541 sh | 4,541 | $1.0M | 0.22% | -5.7% |
| 744 | LongView Wealth Management#744 · 4,539 sh | 4,539 | $1.0M | — | -2.3% |
| 745 | Supplemental Annuity Collective of NJ#745 · 4,528 sh | 4,528 | $1.0M | 0.26% | -2.6% |
| 746 | Alteri Wealth#746 · 4,483 sh | 4,483 | $1.0M | 0.28% | +2.2% |
| 747 | Joel Isaacson#747 · 4,480 sh | 4,480 | $1.0M | 0.03% | 0.0% |
| 748 | AA Financial Advisors#748 · 4,475 sh | 4,475 | $1.0M | — | +3.0% |
| 749 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#749 · 4,471 sh | 4,471 | $1.0M | 0.29% | +13.2% |
| 750 | Parkside Financial Bank#750 · 4,466 sh | 4,466 | $1.0M | — | +119.6% |
| 751 | ALERUS FINANCIAL NA#751 · 4,459 sh | 4,459 | $1.0M | 0.04% | +131.9% |
| 752 | TCG Advisory Services#752 · 4,450 sh | 4,450 | $1.0M | 0.02% | +62.3% |
| 753 | Capital Square#753 · 4,360 sh | 4,360 | $1.0M | — | -3.9% |
| 754 | TOWER BRIDGE ADVISORS#754 · 4,425 sh | 4,425 | $1.0M | 0.09% | 0.0% |
| 755 | Pinnacle Wealth Planning Services#755 · 4,413 sh | 4,413 | $1.0M | 0.10% | +0.4% |
| 756 | AXXCESS WEALTH MANAGEMENT#756 · 4,408 sh | 4,408 | $1.0M | — | +289.7% |
| 757 | INGALLS & SNYDER#757 · 4,395 sh | 4,395 | $998.0K | 0.03% | 0.0% |
| 758 | ProVise Management Group#758 · 4,386 sh | 4,386 | $995.5K | 0.07% | 0.0% |
| 759 | WHITTIER OF NEVADA#759 · 4,177 sh | 4,177 | $992.4K | 0.02% | +0.8% |
| 760 | J.Safra Asset Management#760 · 4,343 sh | 4,343 | $985.7K | 0.05% | +3848.2% |
| 761 | Fulcrum Capital#761 · 4,328 sh | 4,328 | $982.3K | — | -3.5% |
| 762 | Midwest#762 · 4,321 sh | 4,321 | $980.7K | — | -2.6% |
| 763 | Valued Retirements#763 · 4,238 sh | 4,238 | $962.0K | 0.86% | +6.7% |
| 764 | Foster Victor Wealth Advisors#764 · 4,069 sh | 4,069 | $960.3K | — | -0.5% |
| 765 | PANORAMIC INVESTMENT ADVISORS#765 · 4,204 sh | 4,204 | $954.2K | 0.46% | New |
| 766 | Saiph Capital#766 · 4,197 sh | 4,197 | $952.6K | 0.29% | +6.3% |
| 767 | JOHNSON INVESTMENT COUNSEL#767 · 4,174 sh | 4,174 | $947.4K | <0.01% | +3.4% |
| 768 | ASSOCIATED BANC#768 · 4,166 sh | 4,166 | $945.6K | 0.02% | -0.2% |
| 769 | ST GERMAIN D J#769 · 4,159 sh | 4,159 | $944.0K | 0.03% | 0.0% |
| 770 | STEVENS CAPITAL MANAGEMENT#770 · 4,140 sh | 4,140 | $940.0K | 0.23% | -62.8% |
| 771 | Life Cycle Investment Partners Ltd#771 · 4,121 sh | 4,121 | $935.3K | <0.01% | -50.8% |
| 772 | Tuttle Capital Management#772 · 4,112 sh | 4,112 | $933.3K | — | 0.0% |
| 773 | Souders Financial Advisors#773 · 4,108 sh | 4,108 | $932.5K | 0.09% | +2.3% |
| 774 | Simplicity Wealth#774 · 4,100 sh | 4,100 | $930.6K | — | +9.7% |
| 775 | River Street Advisors#775 · 4,087 sh | 4,087 | $927.6K | — | +0.3% |
| 776 | BETO FINANCIAL GROUP#776 · 3,749 sh | 3,749 | $917.9K | 0.48% | +0.7% |
| 777 | Bull Harbor Capital#777 · 4,039 sh | 4,039 | $916.7K | 0.18% | +0.3% |
| 778 | L2 Asset Management#778 · 4,037 sh | 4,037 | $916.3K | 0.10% | +8.8% |
| 779 | Cambria Investment Management, L.P.#779 · 4,031 sh | 4,031 | $914.9K | 0.05% | +24.0% |
| 780 | Manske Wealth Management#780 · 4,025 sh | 4,025 | $913.6K | — | 0.0% |
| 781 | LRI Investments#781 · 3,995 sh | 3,995 | $906.7K | 0.07% | -5.3% |
| 782 | HBK Sorce Advisory#782 · 3,821 sh | 3,821 | $906.5K | 0.02% | +2.3% |
| 783 | Turtle Creek Wealth Advisors#783 · 3,980 sh | 3,980 | $903.3K | — | -1.5% |
| 784 | Churchill Financial Advisors#784 · 3,970 sh | 3,970 | $901.1K | — | 0.0% |
| 785 | LOS ANGELES CAPITAL MANAGEMENT#785 · 3,922 sh | 3,922 | $890.2K | <0.01% | -71.6% |
| 786 | Comprehensive Money Management Services#786 · 3,921 sh | 3,921 | $889.9K | 0.56% | 0.0% |
| 787 | Gallagher Fiduciary Advisors#787 · 3,881 sh | 3,881 | $880.8K | 0.03% | -2.5% |
| 788 | Southland Equity Partners#788 · 3,852 sh | 3,852 | $874.2K | — | +0.2% |
| 789 | TD PRIVATE CLIENT WEALTH#789 · 3,823 sh | 3,823 | $867.7K | 0.02% | -0.3% |
| 790 | GREAT VALLEY ADVISOR GROUP#790 · 3,813 sh | 3,813 | $865.5K | 0.01% | +0.4% |
| 791 | 180 WEALTH ADVISORS#791 · 3,748 sh | 3,748 | $850.8K | 0.09% | -3.6% |
| 792 | Drake & Associates#792 · 3,742 sh | 3,742 | $849.4K | 0.14% | -48.1% |
| 793 | DRIEHAUS CAPITAL MANAGEMENT#793 · 3,734 sh | 3,734 | $847.5K | <0.01% | 0.0% |
| 794 | Madden Advisory Services#794 · 3,693 sh | 3,693 | $838.2K | 0.30% | -3.1% |
| 795 | CALDWELL SUTTER CAPITAL#795 · 3,692 sh | 3,692 | $838.0K | 0.32% | -8.0% |
| 796 | Rehmann Capital Advisory Group#796 · 3,681 sh | 3,681 | $835.6K | 0.04% | +1.1% |
| 797 | FAMILY WEALTH PARTNERS#797 · 3,678 sh | 3,678 | $834.7K | — | +1.3% |
| 798 | AlphaGrep UK Ltd#798 · 3,634 sh | 3,634 | $824.8K | 0.25% | +19.0% |
| 799 | PANAGORA ASSET MANAGEMENT#799 · 3,625 sh | 3,625 | $822.8K | <0.01% | 0.0% |
| 800 | PENSION & WEALTH MANAGEMENT ADVISORS#800 · 3,605 sh | 3,605 | $818.5K | — | +0.3% |
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.