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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 7,808 | $984.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,853 | $989.7K | 0.02% | −270−3.3% | Reduced |
| Bessemer Group Inc | 7,914 | $997.0K | 0.00% | +617+8.5% | Added |
| Community Bank & Trust, Waco, Texas | 7,964 | $1.00M | 0.23% | −295−3.6% | Reduced |
| Horizon Investments, LLC | 7,978 | $1.01M | 0.03% | +95+1.2% | Added |
| Prestige Wealth Management Group LLC | 7,999 | $1.01M | 0.21% | +380+5.0% | Added |
| Atlantic Union Bankshares Corp | 8,000 | $1.01M | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,042 | $1.01M | 0.07% | −23−0.3% | Reduced |
| Fig Financial Advisory Services Inc | 8,068 | $1.02M | 0.69% | +8,068 | New |
| Pension & Wealth Management Advisors, Inc. | 8,136 | $1.03M | 0.41% | +8,136 | New |
| Campbell & CO Investment Adviser LLC | 8,187 | $1.03M | 0.08% | −14,217−63.5% | Reduced |
| Schnieders Capital Management LLC | 8,704 | $1.10M | 0.22% | −86−1.0% | Reduced |
| MUFG Securities Americas Inc. | 8,732 | $1.10M | 0.14% | +8,732 | New |
| Glenmede Trust Co NA | 8,783 | $1.11M | 0.01% | +2,081+31.1% | Added |
| Wolverine Asset Management LLC | 8,788 | $1.11M | 0.02% | +1,612+22.5% | Added |
| Virtus ETF Advisers LLC | 8,818 | $1.11M | 0.45% | +753+9.3% | Added |
| Lazard Asset Management LLC | 8,857 | $1.11M | 0.00% | −11,122−55.7% | Reduced |
| Banco Santander, S.A. | 8,903 | $1.12M | 0.01% | −2,383−21.1% | Reduced |
| Savant Capital, LLC | 8,971 | $1.13M | 0.01% | +2,823+45.9% | Added |
| USA Financial Portformulas Corp | 9,029 | $1.14M | 0.18% | +102+1.1% | Added |
| Trueblood Wealth Management, LLC | 9,048 | $1.14M | 0.56% | −15−0.2% | Reduced |
| Abn Amro Investment Solutions | 9,082 | $1.14M | 0.02% | +1,804+24.8% | Added |
| Sequoia Financial Advisors, LLC | 9,131 | $1.15M | 0.01% | +1,307+16.7% | Added |
| Entropy Technologies, LP | 9,187 | $1.16M | 0.12% | +9,187 | New |
| HB Wealth Management, LLC | 9,191 | $1.16M | 0.01% | +562+6.5% | Added |
| Checchi Capital Advisers, LLC | 9,206 | $1.16M | 0.09% | +172+1.9% | Added |
| Penserra Capital Management LLC | 9,291 | $1.17M | 0.02% | +537+6.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,365 | $1.18M | 0.23% | +458+5.1% | Added |
| CAPROCK Group, Inc. | 9,372 | $1.18M | 0.04% | +843+9.9% | Added |
| Greenleaf Trust | 9,420 | $1.19M | 0.01% | +341+3.8% | Added |
| Jeppson Wealth Management, LLC | 9,523 | $1.20M | 0.44% | −50−0.5% | Reduced |
| Profund Advisors LLC | 9,545 | $1.20M | 0.04% | −6,677−41.2% | Reduced |
| Ofi Invest Asset Management | 9,949 | $1.21M | 0.03% | +9,949 | New |
| Frank, Rimerman Advisors LLC | 9,619 | $1.21M | 0.09% | +20.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,659 | $1.22M | 0.40% | +9,659 | New |
| Tradewinds, LLC. | 8,674 | $1.23M | 0.34% | −15−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $1.24M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,938 | $1.25M | 0.01% | +529+5.6% | Added |
| GAMMA Investing LLC | 9,964 | $1.26M | 0.11% | +881+9.7% | Added |
| Prospera Financial Services Inc | 9,971 | $1.26M | 0.03% | +1,521+18.0% | Added |
| Bleakley Financial Group, LLC | 9,990 | $1.26M | 0.04% | −2,800−21.9% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.26M | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,053 | $1.27M | 0.08% | −263−2.5% | Reduced |
| NFP Retirement, Inc. | 10,148 | $1.28M | 0.10% | −260−2.5% | Reduced |
| Davy Global Fund Management Ltd | 10,262 | $1.29M | 0.15% | −1,404−12.0% | Reduced |
| Financial Counselors Inc | 10,272 | $1.29M | 0.02% | +6,104+146.4% | Added |
| American Assets Capital Advisers, LLC | 10,296 | $1.30M | 0.43% | +1,684+19.6% | Added |
| Signaturefd, LLC | 10,297 | $1.30M | 0.02% | +550+5.6% | Added |
| Stephens Inc | 10,308 | $1.30M | 0.02% | −302−2.8% | Reduced |
| Diversified Trust Co | 10,410 | $1.31M | 0.03% | −8,064−43.7% | Reduced |
| Wexford Capital LP | 10,500 | $1.32M | 0.34% | +10,500 | New |
| Welch Group, LLC | 10,700 | $1.34M | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,612 | $1.34M | 0.04% | −50−0.5% | Reduced |
| Vise Technologies, Inc. | 10,643 | $1.34M | 0.11% | +7,877+284.8% | Added |
| Coldstream Capital Management Inc | 10,656 | $1.34M | 0.03% | +420+4.1% | Added |
| Gray Wealth Management Inc. | 10,687 | $1.35M | 0.51% | −248−2.3% | Reduced |
| Paradigm Asset Management Co LLC | 10,838 | $1.37M | 0.37% | +300+2.8% | Added |
| Azzad Asset Management Inc | 10,877 | $1.37M | 0.26% | +1,134+11.6% | Added |
| Assetmark, Inc | 11,168 | $1.41M | 0.00% | +5,465+95.8% | Added |
| Resources Investment Advisors, LLC. | 11,191 | $1.41M | 0.02% | −700−5.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,221 | $1.41M | 0.49% | −498−4.2% | Reduced |
| Empowered Funds, LLC | 11,226 | $1.41M | 0.02% | +1,132+11.2% | Added |
| GF Fund Management Co. Ltd. | 11,239 | $1.42M | 0.03% | +11,239 | New |
| Independent Financial Group, LLC | 11,282 | $1.42M | 0.05% | −1,761−13.5% | Reduced |
| TrinityPoint Wealth, LLC | 11,404 | $1.44M | 0.20% | +1,336+13.3% | Added |
| Canada Post Corp Registered Pension Plan | 11,509 | $1.45M | 0.09% | +11,509 | New |
| Baird Financial Group, Inc. | 11,914 | $1.50M | 0.00% | +784+7.0% | Added |
| Garrison Bradford & Associates Inc | 11,926 | $1.50M | 1.57% | −241−2.0% | Reduced |
| Drake & Associates, LLC | 10,583 | $1.51M | 0.43% | +5,612+112.9% | Added |
| Triasima Portfolio Management inc. | 12,000 | $1.51M | 0.29% | +12,000 | New |
| Meeder Advisory Services, Inc. | 12,013 | $1.51M | 0.09% | −348−2.8% | Reduced |
| AIA Group Ltd | 12,200 | $1.54M | 0.04% | −1,600−11.6% | Reduced |
| LGT Fund Management Co Ltd. | 12,253 | $1.54M | 0.14% | +673+5.8% | Added |
| Arbor Capital Management Inc | 11,464 | $1.55M | 1.53% | −1,468−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,568 | $1.58M | 0.01% | −529−4.0% | Reduced |
| Independent Advisor Alliance | 12,813 | $1.61M | 0.02% | +1,764+16.0% | Added |
| Old North State Wealth Management, LLC | 12,925 | $1.63M | 0.92% | +61+0.5% | Added |
| Landscape Capital Management, L.L.C. | 13,058 | $1.65M | 0.17% | +13,058 | New |
| Stevens Capital Management LP | 13,064 | $1.65M | 0.66% | −23,084−63.9% | Reduced |
| Change Path, LLC | 13,116 | $1.65M | 0.05% | +3,379+34.7% | Added |
| Wesbanco Bank Inc | 13,147 | $1.66M | 0.06% | −11−0.1% | Reduced |
| Prelude Capital Management, LLC | 13,157 | $1.66M | 0.14% | −5,983−31.3% | Reduced |
| Allianz SE | 13,402 | $1.67M | 0.04% | +6,762+101.8% | Added |
| Park Avenue Securities LLC | 13,456 | $1.70M | 0.02% | +2,250+20.1% | Added |
| United Services Automobile Association | 13,488 | $1.70M | 0.06% | +305+2.3% | Added |
| Cullinan Associates Inc | 13,517 | $1.70M | 0.11% | −1,638−10.8% | Reduced |
| HighPoint Advisor Group LLC | 12,223 | $1.71M | 0.09% | +228+1.9% | Added |
| American Financial Advisors, LLC | 13,585 | $1.71M | 0.24% | +39+0.3% | Added |
| Wambolt & Associates, LLC | 13,665 | $1.72M | 0.55% | −2,950−17.8% | Reduced |
| Advance Capital Management, Inc. | 13,670 | $1.72M | 0.08% | −30.0% | Reduced |
| Warren Averett Asset Management, LLC | 13,805 | $1.74M | 0.03% | +2,162+18.6% | Added |
| Stratos Wealth Partners, LTD. | 13,824 | $1.74M | 0.02% | +8,046+139.3% | Added |
| RSM US Wealth Management LLC | 14,029 | $1.75M | 0.03% | −352−2.4% | Reduced |
| Denali Advisors LLC | 14,167 | $1.79M | 0.19% | +3,019+27.1% | Added |
| Red Cedar Investment Management, LLC | 14,256 | $1.80M | 0.23% | −8,730−38.0% | Reduced |
| Bard Associates Inc | 14,334 | $1.81M | 0.61% | −50−0.3% | Reduced |
| Old Second National Bank of Aurora | 14,341 | $1.81M | 0.41% | −183−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,372 | $1.81M | 0.02% | −6,625−31.6% | Reduced |
| Edgestream Partners, L.P. | 14,377 | $1.81M | 0.08% | +8,877+161.4% | Added |
| CWM, LLC | 14,413 | $1.82M | 0.01% | +49+0.3% | Added |