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Livermore
Livermore
ZHEN

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.

13F holders, Q4 2024

Institutional positions in Welltower Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,132
+84 vs. Q3 2024
Shares held
617.9M
+17.4M (+2.9%) vs. Q3 2024
Total value
$77.9B
+$1.03B (+1.3%) vs. Q3 2024
New holders
160
462 more added
Sold out
76
325 more reduced

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 1,132 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2024: $77.9B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2024.

Institutions holding WELL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC1$690.00%+1New
Chesapeake Asset Management LLC5$6300.00%00.0%Unchanged
Financial Gravity Companies, Inc.5$6300.00%00.0%Unchanged
Activest Wealth Management5$6300.00%+5New
Sugar Maple Asset Management, LLC5$6300.00%+5New
Hager Investment Management Services, LLC5$6300.00%+5New
TD Capital Management LLC5$6410.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC6$7560.00%00.0%Unchanged
Measured Risk Portfolios, Inc.6$7560.00%+6New
True Wealth Design, LLC6$7780.00%+6New
Winnow Wealth LLC7$8640.00%+7New
Ruedi Wealth Management, Inc.7$8820.00%00.0%Unchanged
Nemes Rush Group LLC7$8820.00%+7New
Strengthening Families & Communities, LLC6$1.00K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$1.20K0.00%−10−52.6%Reduced
JDM Financial Group LLC10$1.26K0.00%00.0%Unchanged
Clean Yield Group11$1.39K0.00%00.0%Unchanged
WealthTrak Capital Management LLC11$1.39K0.00%+11New
Wingate Wealth Advisors, Inc.12$1.51K0.00%+12New
BOK Financial Private Wealth, Inc.13$1.64K0.00%+13New
Financial Life Planners13$1.68K0.00%+13New
Core Alternative Capital14$1.76K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$1.89K0.00%+15New
Trifecta Capital Advisors, LLC15$1.89K0.00%00.0%Unchanged
Addison Advisors LLC15$1.89K0.00%+15New
Redwood Park Advisors LLC15$1.89K0.00%+15New
NVWM, LLC16$2.02K0.00%00.0%Unchanged
Human Investing LLC16$2.02K0.00%+16New
Duncker Streett & Co Inc17$2.14K0.00%00.0%Unchanged
South State Corp.21$2.65K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$2.77K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$2.77K0.00%00.0%Unchanged
Millstone Evans Group, LLC23$2.90K0.00%+23New
Cassady Schiller Wealth Management, LLC25$3.15K0.00%+25New
Oarsman Capital, Inc.26$3.28K0.00%00.0%Unchanged
Anfield Capital Management, LLC28$3.53K0.00%+14+100.0%Added
Clark Wealth Partners29$3.65K0.00%+29New
TFC Financial Management30$3.79K0.00%00.0%Unchanged
DT Investment Partners, LLC32$4.03K0.00%00.0%Unchanged
Eagle Bay Advisors LLC34$4.29K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC34$4.29K0.00%00.0%Unchanged
WR Wealth Planners, LLC36$4.54K0.00%+8+28.6%Added
Riggs Asset Managment Co. Inc.38$4.75K0.00%+38New
Cornerstone Planning Group LLC36$4.98K0.00%+1+2.9%Added
Carolinas Wealth Consulting LLC41$5.17K0.00%+2+5.1%Added
Aspect Partners, LLC42$5.29K0.00%00.0%Unchanged
Capital A Wealth Management, LLC44$5.54K0.01%+44New
Coppell Advisory Solutions LLC46$5.75K0.00%+46New
Plante Moran Financial Advisors, LLC46$5.82K0.00%00.0%Unchanged
Global Financial Private Client, LLC47$5.92K0.00%00.0%Unchanged
Peoples Bank50$6.30K0.00%00.0%Unchanged
Morse Asset Management, Inc50$6.30K0.00%00.0%Unchanged
Fortis Group Advisors, LLC50$6.30K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC50$6.30K0.00%+50New
American National Bank55$6.93K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.55$6.93K0.01%+55New
Navigoe, LLC60$7.00K0.01%+60New
Kayne Anderson Rudnick Investment Management LLC58$7.31K0.00%+21+56.8%Added
Semmax Financial Advisors Inc.55$8.33K0.00%00.0%Unchanged
Hemington Wealth Management78$9.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC73$9.20K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.78$9.83K0.01%+78New
High Note Wealth, LLC79$9.96K0.00%+79New
Richard W. Paul & Associates, LLC79$9.96K0.00%+79New
Red Tortoise LLC81$10.2K0.01%00.0%Unchanged
FPC Investment Advisory, Inc.75$10.2K0.01%+75New
Citizens National Bank Trust Department83$10.5K0.00%00.0%Unchanged
Avion Wealth88$11.0K0.00%+4+4.8%Added
New Millennium Group LLC91$11.5K0.01%+91New
Compass Financial Services Inc92$11.6K0.01%+92New
Winch Advisory Services, LLC93$11.7K0.00%+1+1.1%Added
Mowery & Schoenfeld Wealth Management, LLC94$11.8K0.02%+94New
Park Square Financial Group, LLC98$12.4K0.01%+98New
Barrett & Company, Inc.100$12.6K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$12.6K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$12.6K0.00%00.0%Unchanged
Highline Wealth Partners LLC100$12.6K0.00%+25+33.3%Added
Robinswood Financial LLC101$12.7K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division104$13.1K0.00%00.0%Unchanged
NewSquare Capital LLC106$13.4K0.00%+18+20.5%Added
Vision Financial Markets LLC109$13.7K0.01%+109New
Fourth Dimension Wealth, LLC111$14.0K0.01%+111New
Coston, McIsaac & Partners115$14.0K0.00%00.0%Unchanged
Y.D. More Investments Ltd112$14.1K0.00%+25+28.7%Added
Pacific Capital Wealth Advisors, Inc115$14.5K0.00%00.0%Unchanged
West Paces Advisors Inc.117$14.7K0.00%00.0%Unchanged
Concord Wealth Partners117$14.8K0.00%00.0%Unchanged
Bayforest Capital Ltd120$15.1K0.02%+120New
Evermay Wealth Management LLC125$15.8K0.00%00.0%Unchanged
Abound Wealth Management126$15.8K0.01%+20+18.9%Added
Dunhill Financial, LLC128$16.1K0.01%+23+21.9%Added
Wolff Wiese Magana LLC128$16.1K0.01%00.0%Unchanged
Arlington Trust Co LLC131$16.5K0.00%00.0%Unchanged
Center for Financial Planning, Inc.133$16.8K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC139$17.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co141$17.8K0.00%+90+176.5%Added
Hazlett, Burt & Watson, Inc.142$18.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC144$18.2K0.01%+1+0.7%Added
Oliver Lagore Vanvalin Investment Group146$18.4K0.00%+31+27.0%Added
Strategic Investment Solutions, Inc.205$18.4K0.01%00.0%Unchanged