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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
Regions Financial Corp1,969$248.2K0.00%−118−5.7%Reduced
SNS Financial Group, LLC2,000$252.1K0.03%−107−5.1%Reduced
C2C Wealth Management, LLC2,000$252.1K0.23%00.0%Unchanged
GM Advisory Group, Inc.2,000$252.1K0.01%00.0%Unchanged
Echo Wealth Management, LLC2,000$252.1K0.17%00.0%Unchanged
AGH Wealth Advisors, LLC2,028$255.6K0.24%+2,028New
Kathmere Capital Management, LLC2,038$256.8K0.02%+2,038New
Mather Group, LLC.2,053$258.7K0.00%+75+3.8%Added
Quotient Wealth Partners, LLC2,062$259.9K0.01%+103+5.3%Added
Ritholtz Wealth Management2,072$261.1K0.01%+2,072New
Guyasuta Investment Advisors Inc2,074$261.4K0.02%+2,074New
Pinnacle Wealth Planning Services, Inc.2,080$262.1K0.04%−1,306−38.6%Reduced
Evoke Wealth, LLC2,088$263.2K0.01%+53+2.6%Added
Mutual Advisors, LLC2,045$263.2K0.01%+15+0.7%Added
Northcape Wealth Management, LLC2,092$263.7K0.09%00.0%Unchanged
LaSalle St. Investment Advisors, LLC2,100$264.0K0.08%−117−5.3%Reduced
Massmutual Trust Co FSB2,109$265.8K0.01%+123+6.2%Added
Aureus Asset Management, LLC2,116$266.7K0.02%+2,116New
First Affirmative Financial Network2,118$266.9K0.15%+280+15.2%Added
Orion Capital Management LLC2,120$267.2K0.12%−100−4.5%Reduced
Verdence Capital Advisors LLC2,125$267.9K0.02%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.2,137$269.3K0.01%00.0%Unchanged
One Degree Advisors Inc1,885$270.0K0.11%−30−1.6%Reduced
Childress Capital Advisors, LLC2,152$271.2K0.08%+76+3.7%Added
Shelton Wealth Management, LLC2,164$272.7K0.15%+11+0.5%Added
Triad Wealth Partners, LLC2,182$275.0K0.10%+2,182New
Simon Quick Advisors, LLC2,195$276.7K0.02%+225+11.4%Added
AlphaMark Advisors, LLC2,200$277.0K0.12%−50−2.2%Reduced
Blue Fin Capital, Inc.2,210$278.5K0.05%00.0%Unchanged
Woodmont Investment Counsel LLC2,213$278.9K0.02%+81+3.8%Added
Pflug Koory, LLC2,215$279.2K0.14%00.0%Unchanged
Longboard Asset Management, LP2,215$279.2K0.74%+2,215New
Pensionmark Financial Group, LLC2,236$281.8K0.01%+2,236New
Contravisory Investment Management, Inc.2,238$282.1K0.06%+98+4.6%Added
Modera Wealth Management, LLC2,245$282.9K0.00%+500+28.7%Added
CIBC Private Wealth Group, LLC2,242$283.6K0.00%+496+28.4%Added
Register Financial Advisors LLC2,250$283.6K0.14%−350−13.5%Reduced
Golden State Equity Partners2,270$286.1K0.05%−1,614−41.6%Reduced
Carr Financial Group Corp2,271$286.2K0.09%+9+0.4%Added
Wedbush Securities Inc2,287$288.0K0.01%+247+12.1%Added
MTM Investment Management, LLC2,300$289.9K0.11%00.0%Unchanged
Titleist Asset Management, LLC2,307$290.7K0.03%00.0%Unchanged
Planned Solutions, Inc.2,307$290.8K0.12%00.0%Unchanged
Bridgefront Capital, LLC2,321$292.5K0.10%+2,321New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,329$293.5K0.01%−445−16.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,330$293.6K0.10%+200+9.4%Added
Sentry Investment Management LLC2,332$294.0K0.14%+2,332New
Flow Traders U.S. LLC2,348$296.0K0.01%+2,348New
Barnes Pettey Financial Advisors, LLC2,352$296.4K0.23%−150−6.0%Reduced
Avidian Wealth Solutions, LLC2,357$297.0K0.01%−117−4.7%Reduced
West Family Investments, Inc.2,362$297.7K0.10%+683+40.7%Added
Western Wealth Management, LLC2,383$300.3K0.02%+141+6.3%Added
Rehmann Capital Advisory Group2,386$300.8K0.02%−30−1.2%Reduced
Oddo BHF Asset Management SAS2,394$301.7K0.02%+2,394New
Clifford Swan Investment Counsel LLC2,406$303.2K0.01%00.0%Unchanged
Atom Investors LP2,409$303.6K0.04%−245−9.2%Reduced
L2 Asset Management, LLC2,414$304.2K0.07%+156+6.9%Added
AA Financial Advisors, LLC2,418$304.7K0.08%00.0%Unchanged
Purkiss Capital Advisors LLC2,429$306.1K0.26%+2,429New
Cambiar Investors LLC2,438$307.3K0.01%00.0%Unchanged
Keel Point, LLC2,449$308.6K0.02%+35+1.4%Added
bLong Financial, LLC2,450$308.8K0.25%+2,450New
First National Bank of Mount Dora, Trust Investment Services2,455$309.4K0.07%00.0%Unchanged
Marcum Wealth, LLC2,455$309.4K0.03%−75−3.0%Reduced
Retirement Planning Group, LLC2,476$312.1K0.34%+2,476New
IFG Advisory, LLC2,477$312.2K0.02%+2,477New
Hudock, Inc.2,479$312.5K0.05%+5+0.2%Added
Bokf, NA2,509$313.1K0.01%−102−3.9%Reduced
Harvest Fund Management Co., Ltd2,495$314.0K0.01%−11,328−82.0%Reduced
Mosaic Family Wealth Partners, LLC2,500$315.1K0.05%00.0%Unchanged
Balboa Wealth Partners2,523$318.0K0.07%−1,235−32.9%Reduced
Rothschild Capital Partners, LLC2,524$318.1K0.08%+710+39.1%Added
44 Wealth Management LLC2,528$318.6K0.12%−209−7.6%Reduced
Painted Porch Advisors LLC2,545$320.7K0.16%00.0%Unchanged
Wharton Business Group, LLC2,555$322.0K0.01%00.0%Unchanged
ICONIQ Capital, LLC2,557$322.3K0.01%+838+48.7%Added
Lindbrook Capital, LLC2,559$322.5K0.03%+32+1.3%Added
Essex Financial Services, Inc.2,595$327.0K0.02%−8−0.3%Reduced
Safeguard Investment Advisory Group, LLC2,600$327.7K0.09%+12+0.5%Added
Jacobi Capital Management LLC2,613$329.4K0.02%+169+6.9%Added
Blue Capital, Inc.2,616$329.7K0.23%+2,616New
Whalerock Point Partners, LLC2,638$332.5K0.08%+249+10.4%Added
Advisory Services Network, LLC2,645$333.3K0.01%−264−9.1%Reduced
Hartline Investment Corp2,652$334.2K0.04%00.0%Unchanged
Covenant Asset Management, LLC2,659$335.1K0.07%−54−2.0%Reduced
Fiduciary Trust Co2,660$335.3K0.00%+228+9.4%Added
Bowman & Co S.C.2,665$335.9K0.17%00.0%Unchanged
Pitcairn Co2,666$336.0K0.02%−3,847−59.1%Reduced
Koshinski Asset Management, Inc.2,669$336.3K0.03%+58+2.2%Added
Clarius Group, LLC2,671$336.6K0.02%−47−1.7%Reduced
Dearborn Partners LLC2,675$337.1K0.01%−318−10.6%Reduced
180 Wealth Advisors, LLC2,690$339.0K0.05%−71−2.6%Reduced
Capital Analysts, LLC2,743$346.0K0.01%+14+0.5%Added
Visionary Wealth Advisors2,760$347.8K0.02%−100−3.5%Reduced
Bryn Mawr Trust Co2,774$349.6K0.01%+143+5.4%Added
Legacy Financial Advisors, Inc.2,787$351.3K0.06%+18+0.7%Added
Savvy Advisors, Inc.2,796$352.4K0.04%+2,796New
Alps Advisors Inc2,805$353.5K0.00%+2,805New
Boothbay Fund Management, LLC2,842$358.2K0.01%−4,398−60.7%Reduced
Cetera Trust Company, N.A2,850$359.2K0.23%−175−5.8%Reduced