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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $27.4B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 148 | $18.7K | 0.00% | +13+9.6% | Added |
| HGK Asset Management Inc | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 151 | $19.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 160 | $20.2K | 0.01% | +160 | New |
| Raleigh Capital Management Inc. | 164 | $20.7K | 0.01% | −5−3.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 166 | $20.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 169 | $21.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $21.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 172 | $21.7K | 0.02% | +172 | New |
| Brown, Lisle/Cummings, Inc. | 175 | $22.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 176 | $22.1K | 0.00% | +1+0.6% | Added |
| Bank of New Hampshire | 182 | $22.9K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 182 | $23.0K | 0.02% | +182 | New |
| McIlrath & Eck, LLC | 184 | $23.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 188 | $23.7K | 0.00% | −1,000−84.2% | Reduced |
| Capital Advisors, Ltd. LLC | 187 | $24.0K | 0.00% | +3+1.6% | Added |
| Armstrong Advisory Group, Inc | 191 | $24.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 194 | $24.5K | 0.00% | −40−17.1% | Reduced |
| Global Trust Asset Management, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $25.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $25.2K | 0.00% | +200 | New |
| PSI Advisors, LLC | 203 | $25.6K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 188 | $26.1K | 0.03% | +188 | New |
| Birchbrook, Inc. | 208 | $26.2K | 0.01% | +150+258.6% | Added |
| Optimum Investment Advisors | 212 | $26.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $27.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 219 | $27.6K | 0.03% | +219 | New |
| Sierra Ocean, LLC | 220 | $27.8K | 0.02% | +220 | New |
| Sunbelt Securities, Inc. | 226 | $28.2K | 0.00% | +17+8.1% | Added |
| Boyd Watterson Asset Management LLC | 228 | $28.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $29.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 248 | $31.3K | 0.00% | −2,154−89.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 250 | $31.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 255 | $32.1K | 0.00% | +64+33.5% | Added |
| TruNorth Capital Management, LLC | 261 | $32.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 270 | $34.0K | 0.00% | +12+4.7% | Added |
| Manitou Investment Management Ltd. | 270 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 288 | $36.4K | 0.00% | +37+14.7% | Added |
| Bell Investment Advisors, Inc | 292 | $36.8K | 0.01% | +9+3.2% | Added |
| Rise Advisors, LLC | 296 | $37.3K | 0.02% | +1+0.3% | Added |
| Fortitude Family Office, LLC | 297 | $37.4K | 0.01% | +8+2.8% | Added |
| IAG Wealth Partners, LLC | 300 | $37.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 300 | $37.8K | 0.01% | +187+165.5% | Added |
| Affinity Wealth LLC | 300 | $37.8K | 0.04% | +300 | New |
| JNBA Financial Advisors | 300 | $37.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 304 | $38.3K | 0.00% | −8−2.6% | Reduced |
| TCTC Holdings, LLC | 313 | $39.4K | 0.00% | +31+11.0% | Added |
| Financial Management Professionals, Inc. | 316 | $39.8K | 0.01% | −2−0.6% | Reduced |
| West Financial Advisors, LLC | 320 | $40.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 323 | $40.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 333 | $42.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $42.6K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $43.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 379 | $47.8K | 0.00% | +32+9.2% | Added |
| Sachetta, LLC | 380 | $47.9K | 0.02% | +1+0.3% | Added |
| Atlas Capital Advisors LLC | 394 | $49.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $50.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $50.4K | 0.00% | +400 | New |
| Asset Dedication, LLC | 403 | $50.8K | 0.00% | +52+14.8% | Added |
| Elequin Capital LP | 408 | $51.4K | 0.01% | −11−2.6% | Reduced |
| Cape Investment Advisory, Inc. | 422 | $53.2K | 0.02% | +422 | New |
| Wood Tarver Financial Group, LLC | 432 | $54.0K | 0.02% | +432 | New |
| Pinnacle Bancorp, Inc. | 450 | $56.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 454 | $57.2K | 0.01% | −14−3.0% | Reduced |
| FSA Wealth Management LLC | 463 | $58.4K | 0.02% | +2+0.4% | Added |
| ORG Partners LLC | 478 | $60.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 481 | $60.6K | 0.00% | +16+3.4% | Added |
| Valley National Advisers Inc | 505 | $63.0K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 500 | $63.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 507 | $63.9K | 0.03% | −59−10.4% | Reduced |
| Creekmur Asset Management LLC | 508 | $64.0K | 0.01% | +3+0.6% | Added |
| MCF Advisors LLC | 524 | $66.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 533 | $67.2K | 0.00% | −2−0.4% | Reduced |
| Creative Financial Designs Inc | 539 | $67.9K | 0.01% | −20−3.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 541 | $68.0K | 0.00% | +541 | New |
| Venturi Wealth Management, LLC | 541 | $68.2K | 0.00% | +33+6.5% | Added |
| Covestor Ltd | 544 | $69.0K | 0.04% | −58−9.6% | Reduced |
| Ameriflex Group, Inc. | 506 | $69.1K | 0.03% | +506 | New |
| Bank & Trust Co | 550 | $69.3K | 0.06% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 574 | $72.3K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 575 | $72.5K | 0.02% | +359+166.2% | Added |
| Loomis Sayles & Co L P | 591 | $74.0K | 0.00% | +497+528.7% | Added |
| Caldwell Trust Co | 610 | $76.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 615 | $77.5K | 0.01% | +615 | New |
| First Horizon Advisors, Inc. | 616 | $77.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 626 | $78.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 636 | $80.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 653 | $82.3K | 0.12% | +9+1.4% | Added |
| CVA Family Office, LLC | 653 | $82.3K | 0.01% | +75+13.0% | Added |
| Golden State Wealth Management, LLC | 673 | $84.8K | 0.01% | +673 | New |
| AdvisorNet Financial, Inc | 677 | $85.3K | 0.01% | −389−36.5% | Reduced |
| Atlantic Trust, LLC | 695 | $87.6K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 699 | $88.1K | 0.01% | +10+1.5% | Added |
| Webster Bank, N. A. | 700 | $88.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 715 | $90.1K | 0.05% | +715 | New |
| HHM Wealth Advisors, LLC | 716 | $90.2K | 0.01% | +16+2.3% | Added |
| Bruce G. Allen Investments, LLC | 736 | $92.8K | 0.08% | −9−1.2% | Reduced |