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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.

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
Belpointe Asset Management LLC0$00.00%−44−100.0%Sold out
Reston Wealth Management LLC0$00.00%−42−100.0%Sold out
Horizon Bancorp Inc0$00.00%−26−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−12−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−8−100.0%Sold out
Quest Partners LLC0$00.00%−2−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Ranger Global Real Estate Advisors, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Raymond James Trust N.A.––––Not filed
GYL Financial Synergies, LLC––––Not filed
SpiderRock Advisors, LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Alera Investment Advisors, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Annapolis Financial Services, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
M&R Capital Management Inc––––Not filed
First Personal Financial Services––––Not filed
ClariVest Asset Management LLC––––Not filed