# WELLTOWER INC (WELL) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 95040Q104
Page URL: https://superinvestorclub.com/stock/WELL
Last updated: 2026-08-29T13:49:19.192Z

## Summary

As of the most recent 13F filing period, WELLTOWER INC (WELL) is held by 1 tracked superinvestors with an aggregate position value of $725,623 representing 03197 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 3197 | $725,623 | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $360,284 aggregate, 04454 shares
- 2023-09-30: 2 holders, $12.9M aggregate, 01526904457 shares
- 2023-12-31: 2 holders, $12.5M aggregate, 01343504457 shares
- 2024-03-31: 2 holders, $12.6M aggregate, 01299704457 shares
- 2024-06-30: 2 holders, $464,642 aggregate, 0445796500 shares
- 2024-09-30: 2 holders, $4.4M aggregate, 0297404457 shares
- 2024-12-31: 2 holders, $4.3M aggregate, 0295504457 shares
- 2025-03-31: 1 holders, $479,088 aggregate, 03127 shares
- 2025-06-30: 1 holders, $511,152 aggregate, 03325 shares
- 2025-09-30: 1 holders, $581,627 aggregate, 03265 shares
- 2025-12-31: 1 holders, $594,694 aggregate, 03204 shares
- 2026-03-31: 1 holders, $632,672 aggregate, 03200 shares

## Recent congressional trades (6)

- 2026-02-11: Jonathan Jackson (Democrat-IL) purchase $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-05-12: Jefferson Shreve (Republican-IN) sale $50,001 - $100,000
- 2024-10-23: Julia Letlow (Republican-LA) purchase $1,001 - $15,000
- 2024-10-14: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2024-10-11: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "WELLTOWER INC (WELL) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/WELL), aggregating SEC 13F, Form 4, and congressional disclosures."