WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,604
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Van Hulzen Asset Management#801 · 3,596 sh | 3,596 | $816.2K | 0.06% | +0.8% |
| 802 | CATALYST FINANCIAL PARTNERS#802 · 3,566 sh | 3,566 | $809.4K | 0.08% | +2.3% |
| 803 | CAISSE DES DEPOTS ET CONSIGNATIONS#803 · 3,563 sh | 3,563 | $808.7K | 0.01% | New |
| 804 | Integrated Advisors Network#804 · 3,550 sh | 3,550 | $805.8K | — | -13.3% |
| 805 | Fortress Wealth Group#805 · 3,177 sh | 3,177 | $800.8K | 0.28% | +6.4% |
| 806 | Stonebridge Financial Group#806 · 3,527 sh | 3,527 | $800.5K | — | +0.6% |
| 807 | Widmann Financial Services#807 · 3,521 sh | 3,521 | $799.3K | 0.43% | +242.2% |
| 808 | Koshinski Asset Management#808 · 3,511 sh | 3,511 | $796.8K | 0.04% | +11.0% |
| 809 | FSM Wealth Advisors#809 · 3,489 sh | 3,489 | $791.8K | — | +2.6% |
| 810 | Values First Advisors#810 · 3,484 sh | 3,484 | $790.8K | — | -48.7% |
| 811 | Comprehensive Financial Consultants Institutional#811 · 3,474 sh | 3,474 | $788.5K | — | 0.0% |
| 812 | Westerkirk Capital#812 · 3,471 sh | 3,471 | $787.8K | 0.08% | 0.0% |
| 813 | Peak Planning Group#813 · 3,406 sh | 3,406 | $773.1K | 0.17% | -3.8% |
| 814 | HighPoint Advisor Group#814 · 3,404 sh | 3,404 | $772.7K | 0.03% | +10.1% |
| 815 | Glenview#815 · 3,902 sh | 3,902 | $771.5K | 0.01% | 0.0% |
| 816 | LCNB#816 · 3,392 sh | 3,392 | $769.9K | 0.24% | 0.0% |
| 817 | Miracle Mile Advisors#817 · 3,385 sh | 3,385 | $768.3K | <0.01% | +8.5% |
| 818 | Providence First#818 · 3,342 sh | 3,342 | $758.5K | 0.21% | +22.1% |
| 819 | Hamrick Investment Counsel#819 · 3,340 sh | 3,340 | $758.1K | 0.50% | New |
| 820 | CoreCap Advisors#820 · 3,337 sh | 3,337 | $757.4K | — | -7.4% |
| 821 | Balboa Wealth Partners#821 · 3,306 sh | 3,306 | $750.3K | — | -20.9% |
| 822 | Eurizon SLJ Capital Ltd#822 · 3,297 sh | 3,297 | $748.3K | 0.28% | 0.0% |
| 823 | Jackson Creek Investment Advisors#823 · 3,190 sh | 3,190 | $748.0K | 0.25% | -21.4% |
| 824 | Pinnacle Wealth Management Group#824 · 3,284 sh | 3,284 | $745.3K | — | 0.0% |
| 825 | Cannon Advisors#825 · 3,155 sh | 3,155 | $744.6K | — | New |
| 826 | Aureus Asset Management#826 · 3,280 sh | 3,280 | $744.5K | 0.05% | +15.1% |
| 827 | SHELTON CAPITAL MANAGEMENT#827 · 3,278 sh | 3,278 | $744.0K | 0.01% | 0.0% |
| 828 | GWN SECURITIES#828 · 3,275 sh | 3,275 | $743.4K | 0.12% | -4.5% |
| 829 | Beech Hill Advisors#829 · 3,250 sh | 3,250 | $737.7K | 0.33% | 0.0% |
| 830 | LAKE STREET PRIVATE WEALTH#830 · 3,221 sh | 3,221 | $731.1K | — | +1.7% |
| 831 | Obermeyer Wealth Partners#831 · 3,197 sh | 3,197 | $725.6K | — | -0.1% |
| 832 | ANGELES WEALTH MANAGEMENT#832 · 3,196 sh | 3,196 | $725.5K | — | +3.3% |
| 833 | B. Riley Wealth Advisors#833 · 3,157 sh | 3,157 | $719.0K | — | +0.7% |
| 834 | Maia Wealth#834 · 3,164 sh | 3,164 | $718.2K | — | +15.8% |
| 835 | PETTYJOHN, WOOD & WHITE#835 · 3,156 sh | 3,156 | $716.3K | 0.10% | -6.5% |
| 836 | Moran Wealth Management#836 · 3,141 sh | 3,141 | $712.9K | — | +19.0% |
| 837 | Hendershot Investments#837 · 3,126 sh | 3,126 | $709.6K | 0.09% | 0.0% |
| 838 | SFMG#838 · 3,117 sh | 3,117 | $707.4K | 0.04% | +0.2% |
| 839 | Continuum Advisory#839 · 3,117 sh | 3,117 | $707.4K | 0.06% | -44.8% |
| 840 | HF Advisory Group#840 · 3,086 sh | 3,086 | $700.4K | — | -7.6% |
| 841 | PlanVest Financial#841 · 3,073 sh | 3,073 | $697.4K | 0.47% | 0.0% |
| 842 | WADDELL & ASSOCIATES#842 · 3,071 sh | 3,071 | $697.0K | 0.03% | 0.0% |
| 843 | Keel Point#843 · 3,063 sh | 3,063 | $695.1K | 0.04% | +8.8% |
| 844 | Alpha Zero#844 · 2,837 sh | 2,837 | $685.1K | 0.26% | +71.9% |
| 845 | Triad Wealth Partners#845 · 2,935 sh | 2,935 | $684.2K | — | +19.0% |
| 846 | Valmark Advisers#846 · 3,009 sh | 3,009 | $683.0K | <0.01% | +0.6% |
| 847 | CONNING#847 · 3,007 sh | 3,007 | $682.5K | 0.02% | 0.0% |
| 848 | Defiance ETFs#848 · 2,961 sh | 2,961 | $681.6K | <0.01% | +29.7% |
| 849 | MassMutual Private Wealth & , FSB#849 · 2,973 sh | 2,973 | $674.8K | — | -0.8% |
| 850 | TRANSCEND WEALTH COLLECTIVE#850 · 2,970 sh | 2,970 | $674.1K | 0.05% | +28.5% |
| 851 | MOR Wealth Management#851 · 2,969 sh | 2,969 | $673.9K | 0.27% | New |
| 852 | SPIREPOINT PRIVATE CLIENT#852 · 2,962 sh | 2,962 | $672.3K | 0.05% | -1.9% |
| 853 | Avidian Wealth Solutions#853 · 2,959 sh | 2,959 | $671.7K | — | +57.4% |
| 854 | Dogwood Wealth Management#854 · 2,953 sh | 2,953 | $670.2K | 0.26% | -20.7% |
| 855 | Western Wealth Management#855 · 2,948 sh | 2,948 | $669.1K | 0.02% | +16.1% |
| 856 | Crestwood Advisors Group#856 · 2,943 sh | 2,943 | $667.9K | <0.01% | +16.0% |
| 857 | Facet Wealth#857 · 2,940 sh | 2,940 | $667.3K | <0.01% | +38.8% |
| 858 | Ronald Blue#858 · 2,920 sh | 2,920 | $662.8K | — | -1.7% |
| 859 | LAZARD ASSET MANAGEMENT#859 · 2,913 sh | 2,913 | $661.2K | <0.01% | +138.8% |
| 860 | SHRIER WEALTH MANAGEMENT#860 · 2,899 sh | 2,899 | $657.9K | — | +0.1% |
| 861 | Quotient Wealth Partners#861 · 2,887 sh | 2,887 | $655.2K | 0.02% | +7.8% |
| 862 | LYNX CAPITAL GROUP LTD#862 · 2,878 sh | 2,878 | $653.2K | 0.26% | 0.0% |
| 863 | Evergreen Wealth Solutions#863 · 2,776 sh | 2,776 | $650.9K | 0.03% | +11.2% |
| 864 | MATHER GROUP#864 · 2,864 sh | 2,864 | $650.1K | — | +2.3% |
| 865 | LGT Fund Management Ltd.#865 · 2,857 sh | 2,857 | $648.5K | 0.03% | 0.0% |
| 866 | FIRST FOUNDATION ADVISORS#866 · 2,841 sh | 2,841 | $644.9K | 0.02% | +20.7% |
| 867 | Wakefield Asset Management LLLP#867 · 2,828 sh | 2,828 | $641.9K | 0.14% | +2.7% |
| 868 | NORDEN GROUP#868 · 2,817 sh | 2,817 | $639.5K | — | +21.7% |
| 869 | Heartland Bank#869 · 2,816 sh | 2,816 | $639.1K | 0.13% | -1.3% |
| 870 | Roehl & Yi Investment Advisors#870 · 2,816 sh | 2,816 | $639.1K | 0.21% | +3.3% |
| 871 | FIRST CITIZENS BANK#871 · 2,815 sh | 2,815 | $638.9K | — | +8.5% |
| 872 | Focus Partners Advisor Solutions#872 · 2,777 sh | 2,777 | $630.5K | <0.01% | -14.6% |
| 873 | Moors & Cabot#873 · 2,773 sh | 2,773 | $629.4K | 0.02% | -11.2% |
| 874 | MONEY CONCEPTS CAPITAL#874 · 2,770 sh | 2,770 | $628.7K | 0.03% | New |
| 875 | Harvest Fund Management , Ltd#875 · 2,769 sh | 2,769 | $628.0K | 0.02% | -16.7% |
| 876 | Resonant Capital Advisors#876 · 2,753 sh | 2,753 | $624.8K | — | +2.0% |
| 877 | Alta Advisers Ltd#877 · 2,733 sh | 2,733 | $620.3K | 0.14% | 0.0% |
| 878 | Larson Financial Group#878 · 2,728 sh | 2,728 | $619.2K | 0.02% | +11.6% |
| 879 | Ausdal Financial Partners#879 · 2,717 sh | 2,717 | $616.7K | 0.02% | New |
| 880 | FIRST HORIZON NATIONAL#880 · 2,713 sh | 2,713 | $615.8K | — | +3.6% |
| 881 | Covenant Asset Management#881 · 2,711 sh | 2,711 | $615.3K | — | +4.7% |
| 882 | Valeo Financial Advisors#882 · 2,711 sh | 2,711 | $615.3K | — | +1.4% |
| 883 | ZWJ INVESTMENT COUNSEL#883 · 2,683 sh | 2,683 | $609.0K | — | New |
| 884 | Brown Miller Wealth Management#884 · 2,682 sh | 2,682 | $608.8K | 0.15% | New |
| 885 | Dakota Wealth Management#885 · 2,666 sh | 2,666 | $605.2K | 0.01% | -7.3% |
| 886 | WEDBUSH SECURITIES#886 · 2,662 sh | 2,662 | $604.0K | — | -5.7% |
| 887 | E Fund Management , Ltd.#887 · 2,658 sh | 2,658 | $603.3K | 0.01% | +3.3% |
| 888 | HARTLINE INVESTMENT#888 · 2,652 sh | 2,652 | $601.9K | 0.05% | 0.0% |
| 889 | ING GROEP NV#889 · 2,640 sh | 2,640 | $599.2K | <0.01% | -97.1% |
| 890 | Jacobi Capital Management#890 · 2,639 sh | 2,639 | $599.0K | 0.03% | +3.0% |
| 891 | Foresight Group Ltd Liability Partnership#891 · 2,598 sh | 2,598 | $595.4K | 0.11% | 0.0% |
| 892 | Brucke Financial#892 · 2,622 sh | 2,622 | $595.1K | — | +10.6% |
| 893 | Ashton Thomas Private Wealth#893 · 2,620 sh | 2,620 | $594.7K | 0.01% | +105.8% |
| 894 | CHICAGO NA#894 · 2,594 sh | 2,594 | $588.8K | 0.09% | +1.6% |
| 895 | QTR Family Wealth#895 · 2,580 sh | 2,580 | $585.5K | 0.20% | +0.7% |
| 896 | Visionary Wealth Advisors#896 · 2,578 sh | 2,578 | $585.1K | 0.02% | +0.2% |
| 897 | West Family Investments#897 · 2,569 sh | 2,569 | $583.1K | 0.17% | +1.9% |
| 898 | Coastal Bridge Advisors#898 · 2,534 sh | 2,534 | $575.1K | 0.04% | -14.0% |
| 899 | CWA Asset Management Group#899 · 2,518 sh | 2,518 | $571.6K | — | -1.2% |
| 900 | STOCK YARDS BANK#900 · 2,514 sh | 2,514 | $570.6K | 0.02% | -11.0% |
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.