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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 2,854 | $359.7K | 0.01% | +27+1.0% | Added |
| BSW Wealth Partners | 2,893 | $364.6K | 0.05% | +460+18.9% | Added |
| Whipplewood Advisors, LLC | 2,909 | $366.6K | 0.21% | +2,909 | New |
| Keystone Financial Group | 2,910 | $366.7K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 2,929 | $369.2K | 0.01% | +46+1.6% | Added |
| Stock Yards Bank & Trust Co | 2,975 | $374.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $378.1K | 0.07% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 3,001 | $378.2K | 0.22% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,032 | $382.1K | 0.02% | +276+10.0% | Added |
| Kapitalo Investimentos Ltda | 3,077 | $387.8K | 0.26% | +3,077 | New |
| Plato Investment Management Ltd | 3,075 | $388.9K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,090 | $389.4K | 0.00% | +59+1.9% | Added |
| Nilsine Partners, LLC | 3,103 | $391.1K | 0.04% | +201+6.9% | Added |
| HBK Sorce Advisory LLC | 3,106 | $391.4K | 0.01% | +153+5.2% | Added |
| CoreCap Advisors, LLC | 3,113 | $392.3K | 0.02% | −113−3.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,593 | $392.7K | 0.03% | −69−2.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,186 | $401.6K | 0.08% | −614−16.2% | Reduced |
| Tuttle Tactical Management | 3,193 | $402.4K | 2.07% | +824+34.8% | Added |
| Avestar Capital, LLC | 3,198 | $403.0K | 0.04% | +662+26.1% | Added |
| Boston Private Wealth LLC | 3,229 | $407.0K | 0.01% | +3,229 | New |
| Beech Hill Advisors, Inc. | 3,250 | $409.6K | 0.15% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,251 | $409.7K | 0.30% | 00.0% | Unchanged |
| Conning Inc. | 3,277 | $413.0K | 0.01% | +159+5.1% | Added |
| Shelton Capital Management | 3,278 | $413.1K | 0.01% | +486+17.4% | Added |
| SFMG, LLC | 3,299 | $415.7K | 0.03% | −2−0.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $418.1K | 0.26% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,332 | $419.9K | 0.26% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,365 | $424.1K | 0.22% | +344+11.4% | Added |
| Howard Capital Management Inc. | 3,368 | $424.5K | 0.01% | +171+5.3% | Added |
| Lake Street Financial LLC | 3,418 | $430.8K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 3,427 | $431.9K | 0.03% | +84+2.5% | Added |
| Pettyjohn, Wood & White, Inc | 3,444 | $434.0K | 0.08% | −305−8.1% | Reduced |
| Wealthspire Advisors, LLC | 3,451 | $434.9K | 0.00% | +83+2.5% | Added |
| Stonebridge Financial Group, LLC | 3,452 | $435.1K | 0.05% | +3,452 | New |
| PDS Planning, Inc | 3,457 | $435.7K | 0.04% | −14−0.4% | Reduced |
| Evergreen Capital Management LLC | 3,461 | $436.2K | 0.01% | +205+6.3% | Added |
| Harbour Investments, Inc. | 3,486 | $439.3K | 0.01% | −729−17.3% | Reduced |
| St Germain D J Co Inc | 3,499 | $441.0K | 0.02% | +2,949+536.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $443.9K | 0.03% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,527 | $444.5K | 0.03% | −4−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,535 | $445.5K | 0.24% | −40−1.1% | Reduced |
| Peak Planning Group, LLC | 3,535 | $445.5K | 0.19% | +7+0.2% | Added |
| Farther Finance Advisors, LLC | 3,548 | $447.2K | 0.02% | −62−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,571 | $450.1K | 0.04% | +200+5.9% | Added |
| LCNB Corp | 3,604 | $454.2K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,619 | $456.2K | 0.01% | −49−1.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,622 | $456.5K | 0.20% | −778−17.7% | Reduced |
| Perigon Wealth Management, LLC | 3,549 | $456.9K | 0.01% | +1,160+48.6% | Added |
| Panagora Asset Management Inc | 3,649 | $459.9K | 0.00% | −5,127−58.4% | Reduced |
| Synovus Financial Corp | 3,655 | $461.4K | 0.01% | +329+9.9% | Added |
| Moors & Cabot, Inc. | 3,672 | $462.8K | 0.02% | +55+1.5% | Added |
| LMR Partners LLP | 3,712 | $467.8K | 0.01% | +3,712 | New |
| Caldwell Sutter Capital, Inc. | 3,725 | $469.5K | 0.22% | +1,200+47.5% | Added |
| Great Lakes Advisors, LLC | 3,739 | $471.2K | 0.00% | +1,429+61.9% | Added |
| EverSource Wealth Advisors, LLC | 3,753 | $473.0K | 0.03% | +1,583+72.9% | Added |
| Evanson Asset Management, LLC | 3,780 | $476.4K | 0.03% | +9+0.2% | Added |
| J.W. Cole Advisors, Inc. | 3,788 | $477.4K | 0.02% | +537+16.5% | Added |
| Van Hulzen Asset Management, LLC | 3,844 | $484.5K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,845 | $484.6K | 0.01% | +14+0.4% | Added |
| Sage Mountain Advisors LLC | 3,886 | $489.7K | 0.04% | +122+3.2% | Added |
| Cypress Capital Group | 3,887 | $489.9K | 0.06% | −726−15.7% | Reduced |
| Monument Capital Management | 3,921 | $494.2K | 0.14% | −124−3.1% | Reduced |
| Glenview Trust Co | 3,958 | $498.8K | 0.01% | +5+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $499.3K | 0.18% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,966 | $500.1K | 0.01% | −420−9.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,013 | $505.7K | 0.01% | −670−14.3% | Reduced |
| Baldwin Investment Management, LLC | 4,027 | $507.5K | 0.07% | +267+7.1% | Added |
| GTS Securities LLC | 4,033 | $508.3K | 0.02% | −4,867−54.7% | Reduced |
| Proficio Capital Partners LLC | 4,047 | $510.0K | 0.04% | +2,417+148.3% | Added |
| Kingswood Wealth Advisors, LLC | 4,060 | $511.7K | 0.04% | +4,060 | New |
| Fidelis Capital Partners, LLC | 3,669 | $515.1K | 0.05% | +1,988+118.3% | Added |
| Callan Family Office, LLC | 4,095 | $516.1K | 0.03% | +4,095 | New |
| Whittier Trust Co of Nevada Inc | 4,115 | $518.6K | 0.01% | −245−5.6% | Reduced |
| Hendershot Investments Inc. | 4,116 | $518.8K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,157 | $523.9K | 0.00% | +661+18.9% | Added |
| Great Diamond Partners, LLC | 4,172 | $525.8K | 0.14% | +4,172 | New |
| Summit Trail Advisors, LLC | 4,185 | $527.4K | 0.02% | +742+21.6% | Added |
| Brighton Jones LLC | 4,185 | $527.5K | 0.02% | +279+7.1% | Added |
| Whittier Trust Co | 4,202 | $529.6K | 0.01% | −129−3.0% | Reduced |
| Lake Street Advisors Group, LLC | 4,240 | $534.3K | 0.02% | −53−1.2% | Reduced |
| Net Worth Advisory Group | 4,247 | $535.3K | 0.16% | +1,438+51.2% | Added |
| Comprehensive Money Management Services LLC | 4,276 | $538.9K | 0.44% | +4,276 | New |
| Cambria Investment Management, L.P. | 4,290 | $540.7K | 0.03% | +924+27.5% | Added |
| Mesirow Financial Investment Management, Inc. | 4,296 | $541.4K | 0.01% | −4,290−50.0% | Reduced |
| Sagespring Wealth Partners, LLC | 4,308 | $543.0K | 0.01% | +4,308 | New |
| Global Retirement Partners, LLC | 4,315 | $543.8K | 0.02% | −176−3.9% | Reduced |
| Summit Financial, LLC | 4,315 | $543.8K | 0.02% | +1,839+74.3% | Added |
| First American Trust, FSB | 4,319 | $544.3K | 0.05% | +26+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,223 | $548.0K | 0.10% | −6,911−40.3% | Reduced |
| Premier Path Wealth Partners, LLC | 4,350 | $548.2K | 0.08% | +139+3.3% | Added |
| HF Advisory Group, LLC | 4,351 | $548.4K | 0.25% | −776−15.1% | Reduced |
| Southland Equity Partners LLC | 4,368 | $550.5K | 0.13% | +692+18.8% | Added |
| Stokes Family Office, LLC | 4,387 | $552.9K | 0.06% | +4,387 | New |
| Joel Isaacson & Co., LLC | 4,397 | $554.2K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 4,406 | $555.2K | 0.05% | −126−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $561.7K | 0.03% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 4,484 | $565.1K | 0.24% | −53−1.2% | Reduced |
| Clearstead Advisors, LLC | 4,495 | $566.5K | 0.01% | −88−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 4,509 | $568.3K | 0.01% | +1,213+36.8% | Added |
| AlphaCore Capital LLC | 4,522 | $569.9K | 0.12% | −118−2.5% | Reduced |