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Livermore
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Welltower Inc.

WELL
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000766704

In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Welltower Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WELL: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,064161,132+84
Shares601.3M832.8K617.9M+17.4M (+2.9%)
Value$76.9B$106.6M$77.9B+$1.03B (+1.3%)

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Welltower Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 160 by value.

Institutions new to WELL in Q4 2024
InstitutionSharesValue% of portfolio
Universal- Beteiligungs- und Servicegesellschaft mbH1,541,472$194.3M0.39%
Raymond James Financial Inc718,597$90.6M0.03%
M.D. Sass Investors Services, Inc.386,946$48.8M3.74%
Hazelview Securities Inc.241,117$29.9M5.46%
Worldquant Millennium Advisors LLC221,098$27.9M0.18%
Susquehanna Fundamental Investments, LLC217,421$27.4M0.46%
KLP Kapitalforvaltning AS210,746$26.6M0.13%
Lansforsakringar Fondforvaltning AB (publ)204,857$25.8M0.14%
ExodusPoint Capital Management, LP182,136$23.0M0.24%
Jefferies Financial Group Inc.129,000$16.3M0.18%
Cercano Management LLC123,863$15.6M0.40%
New Age Alpha Advisors, LLC119,216$15.0M0.61%
Police & Firemen's Retirement System of New Jersey89,722$11.3M0.11%
Nomura Holdings Inc88,167$11.1M0.06%
Cinctive Capital Management LP86,343$10.9M0.59%
Quantitative Investment Management, LLC79,202$9.98M0.75%
Groupe la Francaise68,482$8.61M0.22%
Avanza Fonder AB66,096$8.33M0.25%
Knights of Columbus Asset Advisors LLC65,363$8.24M0.54%
U.S. Capital Wealth Advisors, LLC61,087$7.70M0.24%
DuPont Capital Management Corp56,830$7.16M0.67%
Patton Fund Management, Inc.51,402$6.48M1.27%
Generali Asset Management SPA SGR48,229$6.08M0.16%
Gillson Capital LP47,015$5.92M0.53%
Modern Wealth Management, LLC42,264$5.33M0.20%
Brasada Capital Management, LP37,534$4.72M0.84%
Quadrature Capital Ltd37,212$4.69M0.09%
Woodline Partners LP35,377$4.46M0.03%
Generali Investments CEE, investicni spolecnost, a.s.31,600$3.98M0.41%
Cubist Systematic Strategies, LLC23,999$3.02M0.05%
Argentarii, LLC20,838$2.63M1.32%
Asset Planning,Inc20,588$2.59M1.98%
J. Safra Sarasin Holding AG19,186$2.42M0.04%
Donoghue Forlines LLC16,615$2.09M0.70%
Achmea Investment Management B.V.15,549$1.96M0.03%
Landscape Capital Management, L.L.C.13,058$1.65M0.17%
Triasima Portfolio Management inc.12,000$1.51M0.29%
Canada Post Corp Registered Pension Plan11,509$1.45M0.09%
GF Fund Management Co. Ltd.11,239$1.42M0.03%
Wexford Capital LP10,500$1.32M0.34%
RFG - Bristol Wealth Advisors, LLC9,659$1.22M0.40%
Ofi Invest Asset Management9,949$1.21M0.03%
Entropy Technologies, LP9,187$1.16M0.12%
MUFG Securities Americas Inc.8,732$1.10M0.14%
Pension & Wealth Management Advisors, Inc.8,136$1.03M0.41%
Fig Financial Advisory Services Inc8,068$1.02M0.69%
Morey & Quinn Wealth Partners, LLC7,631$961.7K0.82%
Board of the Pension Protection Fund7,300$920.0K1.06%
Alteri Wealth LLC7,176$904.4K0.25%
Machina Capital S.A.S.7,089$893.4K0.38%
Headlands Technologies LLC7,005$882.8K0.09%
Graham Capital Management, L.P.6,982$879.9K0.03%
Agate Pass Investment Management, LLC6,915$871.5K0.39%
Oak Thistle LLC6,507$820.1K0.24%
Williamson Legacy Group, LLC6,432$810.6K0.54%
Finward Bancorp6,223$784.3K0.68%
Manske Wealth Management6,113$770.5K0.31%
Cresset Asset Management, LLC5,654$712.6K0.00%
Ibex Wealth Advisors5,592$704.8K0.08%
Quantbot Technologies LP5,536$697.7K0.03%
Raiffeisen Bank International AG5,513$688.7K0.01%
Pinebridge Investments, L.P.4,938$622.3K0.00%
Stokes Family Office, LLC4,387$552.9K0.06%
Sagespring Wealth Partners, LLC4,308$543.0K0.01%
Comprehensive Money Management Services LLC4,276$538.9K0.44%
Great Diamond Partners, LLC4,172$525.8K0.14%
Callan Family Office, LLC4,095$516.1K0.03%
Kingswood Wealth Advisors, LLC4,060$511.7K0.04%
LMR Partners LLP3,712$467.8K0.01%
Stonebridge Financial Group, LLC3,452$435.1K0.05%
Boston Private Wealth LLC3,229$407.0K0.01%
Kapitalo Investimentos Ltda3,077$387.8K0.26%
Whipplewood Advisors, LLC2,909$366.6K0.21%
Alps Advisors Inc2,805$353.5K0.00%
Savvy Advisors, Inc.2,796$352.4K0.04%
Blue Capital, Inc.2,616$329.7K0.23%
IFG Advisory, LLC2,477$312.2K0.02%
Retirement Planning Group, LLC2,476$312.1K0.34%
bLong Financial, LLC2,450$308.8K0.25%
Purkiss Capital Advisors LLC2,429$306.1K0.26%
Oddo BHF Asset Management SAS2,394$301.7K0.02%
Flow Traders U.S. LLC2,348$296.0K0.01%
Sentry Investment Management LLC2,332$294.0K0.14%
Bridgefront Capital, LLC2,321$292.5K0.10%
Pensionmark Financial Group, LLC2,236$281.8K0.01%
Longboard Asset Management, LP2,215$279.2K0.74%
Triad Wealth Partners, LLC2,182$275.0K0.10%
Aureus Asset Management, LLC2,116$266.7K0.02%
Guyasuta Investment Advisors Inc2,074$261.4K0.02%
Ritholtz Wealth Management2,072$261.1K0.01%
Kathmere Capital Management, LLC2,038$256.8K0.02%
AGH Wealth Advisors, LLC2,028$255.6K0.24%
Valmark Advisers, Inc.1,932$243.4K0.00%
RFG Advisory, LLC1,885$237.6K0.01%
Legacy Advisors, LLC1,710$215.5K0.02%
Custom Index Systems, LLC1,662$209.5K0.11%
Natural Investments, LLC1,641$206.0K0.06%
Investment Partners, Ltd.1,602$201.9K0.08%
Cherokee Insurance Co1,600$201.6K0.09%
Empower Advisory Group, LLC1,599$201.5K0.00%

Sold out (76)

Institutions that held Welltower Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WELL in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Tudor Investment Corp Et Al149,000$19.1M
Weiss Asset Management LP144,519$18.5M
Jane Street Group, LLC128,326$16.4M
Manning & Napier Advisors LLC122,317$15.7M
Epoch Investment Partners, Inc.117,001$15.0M
CNH Partners LLC85,942$10.9M
Liberty Mutual Group Asset Management Inc.51,858$6.64M
Sarasin & Partners LLP33,962$4.35M
BCJ Capital Management, LLC27,918$3.57M
Dean Investment Associates, LLC26,448$3.39M
Twinbeech Capital LP25,413$3.25M
Moran Wealth Management, LLC21,636$2.77M
Veriti Management LLC20,919$2.68M
Aster Capital Management (DIFC) Ltd18,607$2.38M
Paloma Partners Management Co17,017$2.18M
Longbow Finance SA16,746$2.14M
Brevan Howard Capital Management LP15,842$2.03M
Dean Capital Management15,042$1.93M
Catalyst Funds Management Pty Ltd12,000$1.54M
International Assets Investment Management, LLC173,888$1.36M
Greenland Capital Management LP9,400$1.20M
Dakota Wealth Management9,336$1.20M
Arrowstreet Capital, Limited Partnership8,609$1.10M
Siemens Fonds Invest GmbH7,644$978.7K
MQS Management LLC6,834$875.0K
Friedenthal Financial6,337$811.3K
Northwest & Ethical Investments L.P.6,266$802.2K
Jump Financial, LLC5,315$680.5K
Tectonic Advisors LLC3,813$488.2K
LifePlan Financial, LLC3,483$445.9K
Optiver Holding B.V.3,293$421.6K
Magnetar Financial LLC3,191$408.5K
Dynamic Advisor Solutions LLC3,138$401.8K
Corton Capital Inc.2,912$372.8K
Diametric Capital, LP2,862$366.4K
HBK Investments L P2,824$361.6K
MBB Public Markets I LLC2,790$357.2K
Ashton Thomas Private Wealth, LLC2,769$354.5K
Dark Forest Capital Management LP2,754$352.6K
Schneider Downs Wealth Management Advisors, LP2,310$295.7K
Warwick Investment Management, Inc.2,156$276.0K
Morningstar Investment Services LLC2,076$264.0K
Sherbrooke Park Advisers LLC1,990$254.8K
Moneta Group Investment Advisors LLC1,776$227.4K
Gateway Investment Advisers LLC1,754$224.6K
World Equity Group, Inc.1,729$221.4K
Advisors Capital Management, LLC1,714$220.0K
Capital Investment Advisory Services, LLC1,690$216.4K
West Michigan Advisors, LLC1,690$216.4K
FineMark National Bank & Trust1,658$212.3K
Aberdeen Wealth Management LLC1,650$211.3K
Stonebridge Capital Advisors LLC1,608$205.9K
Aspire Private Capital, LLC1,379$176.5K
Reuter James Wealth Management, LLC1,036$132.7K
Baldwin Brothers Inc1,000$128.0K
NBC Securities, Inc.869$111.0K
Jaffetilchin Investment Partners, LLC489$62.6K
Rational Advisors LLC442$56.6K
Ashton Thomas Securities, LLC389$49.8K
Claris Advisors, LLC307$39.3K
Operose Advisors LLC225$28.8K
Financial Network Wealth Advisors LLC133$17.0K
Providence Capital Advisors, LLC129$16.5K
IMA Wealth, Inc.103$13.2K
Crewe Advisors LLC68$8.71K
Capital Performance Advisors LLP51$6.52K
Harbor Capital Advisors, Inc.43$6.00K
Redmont Wealth Advisors LLC46$5.89K
Belpointe Asset Management LLC44$5.67K
Reston Wealth Management LLC42$5.38K
Horizon Bancorp Inc26$3.00K
Tortoise Investment Management, LLC12$1.54K
Voisard Asset Management Group, Inc.8$1.02K
Quest Partners LLC2$256
Mendota Financial Group, LLC1$129
Transamerica Financial Advisors, Inc.1–

Not filed for Q4 2024 yet (16)

Institutions that held Welltower Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates478,207$61.2M
Raymond James Financial Services Advisors, Inc.198,892$25.5M
Banque Cantonale Vaudoise39,480$5.05M
Ranger Global Real Estate Advisors, LLC28,717$3.68M
B. Metzler seel. Sohn & Co. Holding AG28,504$3.65M
Raymond James Trust N.A.27,183$3.48M
GYL Financial Synergies, LLC18,699$2.39M
SpiderRock Advisors, LLC4,584$587.0K
Carmichael Hill & Associates, Inc.3,484$446.0K
Alera Investment Advisors, LLC2,121$271.6K
9258 Wealth Management, LLC1,876$240.2K
Annapolis Financial Services, LLC500$64.0K
FinTrust Capital Advisors, LLC414$53.0K
M&R Capital Management Inc135$17.3K
First Personal Financial Services6$769
ClariVest Asset Management LLC6$620