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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 14,417 | $1.82M | 0.06% | +7,872+120.3% | Added |
| NTV Asset Management LLC | 14,424 | $1.82M | 0.24% | −20−0.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 14,507 | $1.83M | 1.23% | −50−0.3% | Reduced |
| Vontobel Holding Ltd. | 14,618 | $1.84M | 0.01% | −4,999−25.5% | Reduced |
| RDA Financial Network | 14,736 | $1.86M | 0.54% | −655−4.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,898 | $1.88M | 0.14% | +2,075+16.2% | Added |
| Beacon Pointe Advisors, LLC | 14,962 | $1.89M | 0.02% | −3,339−18.2% | Reduced |
| O'Rourke & Company, Inc | 15,144 | $1.91M | 0.94% | −1,133−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,368 | $1.94M | 0.02% | −1,444−8.6% | Reduced |
| Achmea Investment Management B.V. | 15,549 | $1.96M | 0.03% | +15,549 | New |
| Wahed Invest LLC | 15,588 | $1.96M | 0.33% | +945+6.5% | Added |
| Fairfield Financial Advisors, LTD | 15,624 | $1.97M | 0.69% | +703+4.7% | Added |
| CenterBook Partners LP | 15,809 | $1.99M | 0.12% | +10,511+198.4% | Added |
| Verde Capital Management | 15,883 | $2.00M | 0.56% | +684+4.5% | Added |
| Everence Capital Management Inc | 16,000 | $2.02M | 0.13% | −1,680−9.5% | Reduced |
| SG Americas Securities, LLC | 16,138 | $2.03M | 0.01% | −58,343−78.3% | Reduced |
| Sumitomo Life Insurance Co | 16,260 | $2.05M | 0.04% | −412−2.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,400 | $2.07M | 0.18% | −20−0.1% | Reduced |
| Sandy Spring Bank | 16,512 | $2.08M | 0.08% | +1,161+7.6% | Added |
| Liberty Capital Management, Inc. | 16,529 | $2.08M | 0.46% | +350+2.2% | Added |
| Proquility Private Wealth Partners, LLC | 16,585 | $2.09M | 0.67% | −158−0.9% | Reduced |
| Donoghue Forlines LLC | 16,615 | $2.09M | 0.70% | +16,615 | New |
| Envestnet Portfolio Solutions, Inc. | 16,936 | $2.13M | 0.01% | −4,568−21.2% | Reduced |
| Centaurus Financial, Inc. | 17,135 | $2.16M | 0.13% | +16,347+2,074.5% | Added |
| D.A. Davidson & Co. | 17,133 | $2.16M | 0.02% | +15+0.1% | Added |
| Groupama Asset Managment | – | $2.18M | 0.04% | – | – |
| Capital Investment Advisors, LLC | 17,328 | $2.18M | 0.04% | −1,547−8.2% | Reduced |
| Centiva Capital, LP | 17,582 | $2.22M | 0.08% | −2,321−11.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,611 | $2.22M | 0.19% | −1,498−7.8% | Reduced |
| Kestra Advisory Services, LLC | 17,621 | $2.22M | 0.01% | +1,674+10.5% | Added |
| Brinker Capital Investments, LLC | 17,713 | $2.23M | 0.02% | +1,433+8.8% | Added |
| Orion Portfolio Solutions, LLC | 17,713 | $2.23M | 0.02% | +1,433+8.8% | Added |
| Ossiam | 18,582 | $2.34M | 0.04% | −1,681−8.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,783 | $2.37M | 0.05% | +442+2.4% | Added |
| V-Square Quantitative Management LLC | 18,859 | $2.38M | 0.34% | +1,639+9.5% | Added |
| TD Waterhouse Canada Inc. | 19,082 | $2.40M | 0.02% | +17,899+1,513.0% | Added |
| Forte Capital LLC | 19,079 | $2.40M | 0.27% | +461+2.5% | Added |
| Private Advisor Group, LLC | 19,143 | $2.41M | 0.01% | −473−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 19,159 | $2.41M | 0.07% | −104−0.5% | Reduced |
| J. Safra Sarasin Holding AG | 19,186 | $2.42M | 0.04% | +19,186 | New |
| Engineers Gate Manager LP | 19,268 | $2.43M | 0.04% | +12,249+174.5% | Added |
| FJ Capital Management LLC | 19,341 | $2.44M | 0.28% | −1,301−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,394 | $2.44M | 0.09% | +1,758+10.0% | Added |
| Beck Capital Management, LLC | 19,883 | $2.51M | 0.67% | +745+3.9% | Added |
| Kinneret Advisory, LLC | 19,982 | $2.52M | 0.24% | −931−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 20,315 | $2.56M | 0.02% | −89−0.4% | Reduced |
| Asset Planning,Inc | 20,588 | $2.59M | 1.98% | +20,588 | New |
| Commerce Bank | 20,655 | $2.60M | 0.02% | −676−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 20,691 | $2.61M | 0.04% | +7,225+53.7% | Added |
| Argentarii, LLC | 20,838 | $2.63M | 1.32% | +20,838 | New |
| Assenagon Asset Management S.A. | 20,931 | $2.64M | 0.00% | +365+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,252 | $2.67M | 0.03% | +8,260+63.6% | Added |
| Benjamin Edwards Inc | 22,330 | $2.82M | 0.04% | +2,608+13.2% | Added |
| Capital International Sarl | 22,754 | $2.87M | 0.07% | +9,404+70.4% | Added |
| National Asset Management, Inc. | 22,869 | $2.88M | 0.09% | −4,257−15.7% | Reduced |
| Catalytic Wealth RIA, LLC | 23,006 | $2.90M | 0.51% | +7,635+49.7% | Added |
| Hamilton Capital Partners Inc. | 23,287 | $2.93M | 0.22% | +7,137+44.2% | Added |
| Ieq Capital, LLC | 23,389 | $2.95M | 0.03% | +804+3.6% | Added |
| Omers Administration Corp | 23,491 | $2.96M | 0.03% | +4,232+22.0% | Added |
| Federation des caisses Desjardins du Quebec | 23,671 | $2.98M | 0.02% | +11,449+93.7% | Added |
| Tower Research Capital LLC (TRC) | 23,673 | $2.98M | 0.06% | −6,157−20.6% | Reduced |
| Lincluden Management Ltd | 23,741 | $2.99M | 0.36% | −1,286−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 23,999 | $3.02M | 0.05% | +23,999 | New |
| Perpetual Ltd | 24,204 | $3.05M | 0.04% | +820+3.5% | Added |
| Investment Management Corp of Ontario | 24,256 | $3.06M | 0.10% | +4,440+22.4% | Added |
| Avitas Wealth Management LLC | 24,294 | $3.06M | 0.42% | +134+0.6% | Added |
| Merit Financial Group, LLC | 24,557 | $3.09M | 0.06% | +4,491+22.4% | Added |
| Gamco Investors, Inc. Et Al | 24,750 | $3.12M | 0.03% | +1,000+4.2% | Added |
| Summit Place Financial Advisors, LLC | 24,960 | $3.15M | 1.79% | −440−1.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 25,000 | $3.15M | 0.20% | −8,000−24.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,029 | $3.15M | 0.06% | −313−1.2% | Reduced |
| ING Groep NV | 25,351 | $3.19M | 0.02% | −1,840−6.8% | Reduced |
| Romano Brothers and Company | 25,453 | $3.21M | 0.40% | −600−2.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.21M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 25,923 | $3.27M | 0.06% | +720+2.9% | Added |
| MAI Capital Management | 26,112 | $3.29M | 0.02% | +3,185+13.9% | Added |
| Beacon Financial Planning, Inc | 26,113 | $3.29M | 1.92% | +12,691+94.6% | Added |
| Appleton Partners Inc | 26,119 | $3.29M | 0.24% | +115+0.4% | Added |
| Kornitzer Capital Management Inc | 26,400 | $3.33M | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 26,635 | $3.36M | 0.23% | +418+1.6% | Added |
| Nicola Wealth Management Ltd. | 18,695 | $3.39M | 0.32% | −1,100−5.6% | Reduced |
| GDS Wealth Management | 26,903 | $3.39M | 0.31% | +23,489+688.0% | Added |
| Impax Asset Management Group plc | 27,541 | $3.47M | 0.02% | −8,834−24.3% | Reduced |
| New Mexico Educational Retirement Board | 27,548 | $3.47M | 0.12% | −1,700−5.8% | Reduced |
| Crossmark Global Holdings, Inc. | 27,781 | $3.50M | 0.06% | −57−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,082 | $3.54M | 0.33% | −928−3.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 28,146 | $3.55M | 0.70% | −2,367−7.8% | Reduced |
| Oppenheimer & Co Inc | 28,164 | $3.55M | 0.05% | +384+1.4% | Added |
| Pensionfund Sabic | 28,559 | $3.60M | 0.95% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 28,674 | $3.61M | 0.08% | +4,620+19.2% | Added |
| Blair William & Co | 29,214 | $3.68M | 0.01% | −185−0.6% | Reduced |
| Davis Selected Advisers | 29,550 | $3.72M | 0.02% | −190−0.6% | Reduced |
| Vident Advisory, LLC | 30,434 | $3.84M | 0.07% | −14,518−32.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,582 | $3.85M | 0.04% | +2,078+7.3% | Added |
| Vanderbilt University | 30,645 | $3.86M | 0.76% | +1,784+6.2% | Added |
| Legacy CG, LLC | 31,061 | $3.91M | 1.20% | +216+0.7% | Added |
| Squarepoint Ops LLC | 31,063 | $3.91M | 0.01% | −678,496−95.6% | Reduced |
| Spinnaker Trust | 31,175 | $3.93M | 0.25% | −1,531−4.7% | Reduced |
| Westover Capital Advisors, LLC | 31,233 | $3.94M | 0.87% | −1,440−4.4% | Reduced |
| Marshall Wace, LLP | 31,476 | $3.97M | 0.00% | −823,887−96.3% | Reduced |