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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 4,538 | $571.9K | 0.03% | +133+3.0% | Added |
| Carmel Capital Partners, LLC | 4,540 | $572.2K | 0.23% | +60+1.3% | Added |
| Qtron Investments LLC | 4,543 | $572.6K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,582 | $577.5K | 0.01% | +721+18.7% | Added |
| Verition Fund Management LLC | 4,636 | $584.3K | 0.00% | −6,605−58.8% | Reduced |
| Panoramic Investment Advisors, LLC | 4,652 | $586.3K | 0.38% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,658 | $587.0K | 0.04% | +115+2.5% | Added |
| Davenport & Co LLC | 4,672 | $588.8K | 0.00% | −1,796−27.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,687 | $590.7K | 0.01% | −163−3.4% | Reduced |
| Associated Banc-Corp | 4,714 | $594.1K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,750 | $598.7K | 0.01% | +321+7.2% | Added |
| Prudent Man Advisors, LLC | 4,774 | $601.7K | 0.22% | +271+6.0% | Added |
| Integrated Advisors Network LLC | 4,821 | $607.5K | 0.03% | +115+2.4% | Added |
| Dogwood Wealth Management LLC | 4,846 | $610.7K | 0.32% | +430+9.7% | Added |
| Apollon Wealth Management, LLC | 4,847 | $610.9K | 0.01% | +724+17.6% | Added |
| Tower Bridge Advisors | 4,850 | $611.2K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,885 | $615.7K | 0.17% | −68−1.4% | Reduced |
| Investment Advisory Group, LLC | 4,889 | $616.2K | 0.21% | +85+1.8% | Added |
| Nations Financial Group Inc, | 4,894 | $616.8K | 0.05% | −15−0.3% | Reduced |
| Marshall Financial Group LLC | 4,935 | $621.9K | 0.15% | −170−3.3% | Reduced |
| Pinebridge Investments, L.P. | 4,938 | $622.3K | 0.00% | +4,938 | New |
| Walleye Capital LLC | 4,949 | $623.7K | 0.01% | −18,605−79.0% | Reduced |
| LRI Investments, LLC | 4,953 | $624.2K | 0.06% | 00.0% | Unchanged |
| LongView Wealth Management | 4,978 | $627.4K | 0.19% | −166−3.2% | Reduced |
| Brookstone Capital Management | 5,007 | $631.1K | 0.01% | −3,495−41.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,021 | $632.8K | 0.09% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 5,060 | $637.7K | 0.41% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,065 | $638.3K | 0.01% | −9−0.2% | Reduced |
| IHT Wealth Management, LLC | 5,089 | $641.3K | 0.02% | −1,461−22.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,140 | $647.8K | 0.04% | −79−1.5% | Reduced |
| Ostrum Asset Management | 5,217 | $657.5K | 0.06% | +86+1.7% | Added |
| Sara-Bay Financial | 5,300 | $662.1K | 0.25% | −52−1.0% | Reduced |
| Allworth Financial LP | 5,079 | $666.1K | 0.00% | +1,416+38.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,356 | $675.1K | 0.33% | +12+0.2% | Added |
| NorthRock Partners, LLC | 5,359 | $675.4K | 0.02% | −487−8.3% | Reduced |
| Raiffeisen Bank International AG | 5,513 | $688.7K | 0.01% | +5,513 | New |
| Ellevest, Inc. | 5,494 | $692.4K | 0.04% | +1,049+23.6% | Added |
| Lumbard & Kellner, LLC | 5,496 | $692.7K | 0.30% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,579 | $697.0K | 0.02% | +1,180+26.8% | Added |
| Quantbot Technologies LP | 5,536 | $697.7K | 0.03% | +5,536 | New |
| Federated Hermes, Inc. | 5,550 | $699.5K | 0.00% | −11,872−68.1% | Reduced |
| Ibex Wealth Advisors | 5,592 | $704.8K | 0.08% | +5,592 | New |
| Atomi Financial Group, Inc. | 5,634 | $710.0K | 0.04% | +614+12.2% | Added |
| Cresset Asset Management, LLC | 5,654 | $712.6K | 0.00% | +5,654 | New |
| Good Life Advisors, LLC | 5,675 | $715.2K | 0.05% | +571+11.2% | Added |
| Buckingham Strategic Partners | 5,699 | $718.3K | 0.01% | +174+3.1% | Added |
| Texas Yale Capital Corp. | 5,714 | $720.1K | 0.03% | +169+3.0% | Added |
| Kingsview Wealth Management, LLC | 5,720 | $720.9K | 0.01% | +754+15.2% | Added |
| Ameritas Investment Partners, Inc. | 5,764 | $726.4K | 0.02% | −97−1.7% | Reduced |
| Smartleaf Asset Management LLC | 5,843 | $729.9K | 0.07% | +897+18.1% | Added |
| Madden Advisory Services, Inc. | 5,859 | $738.4K | 0.34% | −411−6.6% | Reduced |
| Ballentine Partners, LLC | 5,924 | $746.6K | 0.01% | +329+5.9% | Added |
| Everhart Financial Group, Inc. | 6,069 | $764.9K | 0.16% | +152+2.6% | Added |
| Dudley Capital Management, LLC | 6,075 | $765.6K | 0.39% | 00.0% | Unchanged |
| Manske Wealth Management | 6,113 | $770.5K | 0.31% | +6,113 | New |
| Fulcrum Capital LLC | 6,126 | $772.1K | 0.16% | −242−3.8% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $773.6K | 0.42% | 00.0% | Unchanged |
| Proequities, Inc. | 5,947 | $779.9K | 0.04% | +112+1.9% | Added |
| Bailard, Inc. | 6,216 | $783.4K | 0.02% | +173+2.9% | Added |
| Finward Bancorp | 6,223 | $784.3K | 0.68% | +6,223 | New |
| Values First Advisors, Inc. | 6,236 | $785.9K | 0.43% | +239+4.0% | Added |
| Ingalls & Snyder LLC | 6,246 | $787.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,276 | $790.9K | 0.02% | +752+13.6% | Added |
| Cigna Investments Inc | 6,313 | $795.0K | 0.14% | +126+2.0% | Added |
| Huntington National Bank | 6,325 | $797.1K | 0.01% | +866+15.9% | Added |
| Integrated Wealth Concepts LLC | 6,331 | $797.9K | 0.01% | +375+6.3% | Added |
| Monetary Management Group Inc | 6,350 | $800.3K | 0.21% | −250−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $807.3K | 0.04% | +1,600+33.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,408 | $807.6K | 0.19% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,418 | $808.8K | 0.04% | −68−1.0% | Reduced |
| Williamson Legacy Group, LLC | 6,432 | $810.6K | 0.54% | +6,432 | New |
| Oak Thistle LLC | 6,507 | $820.1K | 0.24% | +6,507 | New |
| Geneos Wealth Management Inc. | 6,508 | $820.3K | 0.03% | −319−4.7% | Reduced |
| Level Four Advisory Services, LLC | 6,512 | $820.7K | 0.03% | +52+0.8% | Added |
| Greenup Street Wealth Management LLC | 6,603 | $832.2K | 0.17% | +4+0.1% | Added |
| TownSquare Capital, LLC | 6,642 | $837.1K | 0.01% | +1,196+22.0% | Added |
| Jackson Creek Investment Advisors LLC | 6,669 | $840.0K | 0.25% | −239−3.5% | Reduced |
| Dodds Wealth, LLC | 6,422 | $842.2K | 0.27% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,686 | $842.6K | 0.04% | −1,150−14.7% | Reduced |
| Richwood Investment Advisors, LLC | 6,820 | $859.5K | 0.72% | 00.0% | Unchanged |
| Busey Wealth Management | 6,881 | $867.2K | 0.03% | +127+1.9% | Added |
| Wolverine Trading, LLC | 6,957 | $869.1K | 0.02% | −1,858−21.1% | Reduced |
| Agate Pass Investment Management, LLC | 6,915 | $871.5K | 0.39% | +6,915 | New |
| Summit Global Investments | 6,925 | $873.0K | 0.05% | +4,566+193.6% | Added |
| Farmers & Merchants Investments Inc | 6,973 | $878.8K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,982 | $879.9K | 0.03% | +6,982 | New |
| Headlands Technologies LLC | 7,005 | $882.8K | 0.09% | +7,005 | New |
| Machina Capital S.A.S. | 7,089 | $893.4K | 0.38% | +7,089 | New |
| Wedmont Private Capital | 7,221 | $901.0K | 0.05% | +533+8.0% | Added |
| Capital Square, LLC | 6,595 | $902.0K | 0.51% | +1,959+42.3% | Added |
| Alteri Wealth LLC | 7,176 | $904.4K | 0.25% | +7,176 | New |
| ProVise Management Group, LLC | 7,200 | $907.4K | 0.08% | −4,382−37.8% | Reduced |
| Johnson Investment Counsel Inc | 7,261 | $915.1K | 0.01% | +1,404+24.0% | Added |
| Board of the Pension Protection Fund | 7,300 | $920.0K | 1.06% | +7,300 | New |
| We Are One Seven, LLC | 7,333 | $924.3K | 0.04% | +100+1.4% | Added |
| Waterloo Capital, L.P. | 7,361 | $927.7K | 0.10% | −1,007−12.0% | Reduced |
| Ameritas Advisory Services, LLC | 7,596 | $957.3K | 0.03% | +148+2.0% | Added |
| Axecap Investments, LLC | 7,599 | $957.7K | 0.72% | −23−0.3% | Reduced |
| Stiles Financial Services Inc | 7,607 | $959.0K | 0.35% | +18+0.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 7,631 | $961.7K | 0.82% | +7,631 | New |