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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
Centennial Bank740$93.3K0.04%+740New
Bank Julius Baer & Co. Ltd, Zurich680$94.5K0.00%−1,353−66.6%Reduced
GHP Investment Advisors, Inc.775$97.7K0.00%00.0%Unchanged
Lee Danner & Bass Inc776$97.8K0.01%+776New
Virtus Investment Advisers, Inc.785$98.9K0.08%+785New
Militia Capital Partners, LP800$100.8K0.05%+800New
First United Bank Trust800$100.8K0.04%00.0%Unchanged
Tobam821$103.0K0.03%−204−19.9%Reduced
Pathway Financial Advisers, LLC825$103.9K0.04%+2+0.2%Added
Princeton Global Asset Management LLC829$104.5K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC836$105.4K0.03%−15−1.8%Reduced
Rosenberg Matthew Hamilton883$111.3K0.03%00.0%Unchanged
Bollard Group LLC929$117.0K0.00%00.0%Unchanged
North Star Investment Management Corp.945$119.1K0.01%+445+89.0%Added
Ronald Blue Trust, Inc.956$120.5K0.00%−4,732−83.2%Reduced
Sit Investment Associates Inc990$125.0K0.00%−210−17.5%Reduced
Quent Capital, LLC995$125.4K0.01%+236+31.1%Added
Zions Bancorporation, N.A.1,020$128.6K0.01%−13−1.3%Reduced
Quarry LP1,024$129.1K0.03%+993+3,203.2%Added
Beacon Capital Management, LLC1,029$129.7K0.02%−563−35.4%Reduced
SRS Capital Advisors, Inc.1,039$130.9K0.01%+521+100.6%Added
SJS Investment Consulting Inc.1,046$131.8K0.02%00.0%Unchanged
City State Bank1,058$133.3K0.05%00.0%Unchanged
Arcadia Investment Management Corp1,101$138.8K0.02%00.0%Unchanged
Eastern Bank1,152$145.2K0.00%+1,055+1,087.6%Added
Westside Investment Management, Inc.1,200$151.2K0.03%00.0%Unchanged
Washington Trust Co1,200$151.2K0.01%00.0%Unchanged
Colonial Trust Co1,227$154.6K0.02%+43+3.6%Added
Key Financial Inc1,231$155.1K0.04%00.0%Unchanged
Global X Japan Co., Ltd.1,307$164.7K0.02%+196+17.6%Added
Cary Street Partners Financial LLC1,339$168.8K0.01%+1,339New
Rothschild Investment LLC1,363$171.8K0.01%+21+1.6%Added
MV Capital Management, Inc.1,379$173.8K0.02%−6−0.4%Reduced
IFP Advisors, Inc1,427$179.8K0.01%+546+62.0%Added
Parkside Financial Bank & Trust1,437$181.1K0.02%+46+3.3%Added
Fairscale Capital, LLC1,448$182.5K0.16%−55−3.7%Reduced
State of Wyoming1,459$183.9K0.02%+1,459New
Thurston, Springer, Miller, Herd & Titak, Inc.1,463$184.4K0.04%−714−32.8%Reduced
Hanson & Doremus Investment Management1,500$189.0K0.03%00.0%Unchanged
Riverview Trust Co1,504$189.5K0.17%00.0%Unchanged
Bogart Wealth, LLC1,519$191.4K0.01%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC1,522$191.8K0.02%+1,522New
TD Private Client Wealth LLC1,541$194.2K0.01%−46−2.9%Reduced
Liberty Wealth Management LLC1,588$200.1K0.03%+1+0.1%Added
Regent Peak Wealth Advisors LLC1,594$200.9K0.05%+4+0.3%Added
Hunter Associates Investment Management LLC1,600$201.0K0.03%−50−3.0%Reduced
Roehl & Yi Investment Advisors, LLC1,595$201.0K0.11%+1,595New
Harbor Investment Advisory, LLC1,596$201.1K0.02%00.0%Unchanged
Intrua Financial, LLC1,596$201.2K0.03%−82−4.9%Reduced
Empower Advisory Group, LLC1,599$201.5K0.00%+1,599New
Cherokee Insurance Co1,600$201.6K0.09%+1,600New
Investment Partners, Ltd.1,602$201.9K0.08%+1,602New
Walter & Keenan Financial Consulting Co1,631$205.6K0.06%+18+1.1%Added
Natural Investments, LLC1,641$206.0K0.06%+1,641New
Mechanics Bank Trust Department1,649$207.8K0.03%00.0%Unchanged
Cidel Asset Management Inc1,653$208.3K0.01%−98−5.6%Reduced
M&G Plc1,655$208.5K0.00%−1,526−48.0%Reduced
Lokken Investment Group LLC1,655$208.6K0.09%+1+0.1%Added
Custom Index Systems, LLC1,662$209.5K0.11%+1,662New
Investment Advisory Services Inc1,680$211.7K0.07%−1,175−41.2%Reduced
Accurate Wealth Management, LLC1,698$211.9K0.04%+68+4.2%Added
Lafayette Investments, Inc.1,699$214.1K0.05%00.0%Unchanged
Middleton & Co Inc1,700$214.3K0.02%00.0%Unchanged
Leavell Investment Management, Inc.1,700$214.3K0.01%00.0%Unchanged
Sivia Capital Partners, LLC1,710$215.4K0.11%00.0%Unchanged
Legacy Advisors, LLC1,710$215.5K0.02%+1,710New
Cahill Financial Advisors Inc1,715$216.1K0.03%−107−5.9%Reduced
Colonial Trust Advisors1,717$216.4K0.02%00.0%Unchanged
True North Advisors, LLC1,741$219.4K0.05%−630−26.6%Reduced
Cary Street Partner Investment Advisory LLC1,750$220.6K0.14%−1,525−46.6%Reduced
Continuum Advisory, LLC1,757$221.5K0.03%00.0%Unchanged
Daymark Wealth Partners, LLC1,765$222.4K0.01%+8+0.5%Added
Mystic Asset Management, Inc.1,765$222.4K0.06%−500−22.1%Reduced
Holderness Investments Co1,777$224.0K0.05%00.0%Unchanged
Catalyst Financial Partners LLC1,777$224.0K0.04%+87+5.1%Added
Catalina Capital Group, LLC1,777$224.0K0.07%+3+0.2%Added
Cromwell Holdings LLC1,781$224.5K0.13%00.0%Unchanged
Probity Advisors, Inc.1,785$225.0K0.04%−73−3.9%Reduced
Valued Retirements, Inc.1,790$225.6K0.30%00.0%Unchanged
XML Financial, LLC1,790$225.6K0.02%+1+0.1%Added
Angeles Investment Advisors, LLC1,802$227.1K0.01%+4+0.2%Added
Signature Estate & Investment Advisors LLC1,811$228.3K0.01%+89+5.2%Added
Fortitude Advisory Group L.L.C.1,814$228.6K0.14%−818−31.1%Reduced
Skopos Labs, Inc.1,859$234.2K0.07%+147+8.6%Added
Focus Financial Network, Inc.1,863$234.8K0.01%+206+12.4%Added
Moloney Securities Asset Management, LLC1,873$236.1K0.03%−165−8.1%Reduced
RFG Advisory, LLC1,885$237.6K0.01%+1,885New
Strategic Blueprint, LLC1,891$238.3K0.01%+3+0.2%Added
Wealth Alliance1,893$238.6K0.03%−92−4.6%Reduced
Apella Capital, LLC1,904$240.0K0.01%+21+1.1%Added
Geller Advisors LLC1,911$240.8K0.02%+69+3.7%Added
Capital Advisors Wealth Management, LLC1,918$241.7K0.04%+9+0.5%Added
Prosperity Financial Group, Inc.1,919$241.9K0.12%+2+0.1%Added
Bullock Wealth Management Group1,923$242.3K0.14%+14+0.7%Added
Valmark Advisers, Inc.1,932$243.4K0.00%+1,932New
AE Wealth Management LLC1,932$243.5K0.00%+315+19.5%Added
Alta Advisers Ltd1,933$243.6K0.15%+533+38.1%Added
Commons Capital, LLC1,935$243.9K0.22%−69−3.4%Reduced
Bridge Creek Capital Management LLC1,953$246.2K0.08%00.0%Unchanged
Motco1,961$247.1K0.03%00.0%Unchanged