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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,363 | $171.8K | 0.01% | +21+1.6% | Added |
| Cary Street Partners Financial LLC | 1,339 | $168.8K | 0.01% | +1,339 | New |
| Global X Japan Co., Ltd. | 1,307 | $164.7K | 0.02% | +196+17.6% | Added |
| Key Financial Inc | 1,231 | $155.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,227 | $154.6K | 0.02% | +43+3.6% | Added |
| Washington Trust Co | 1,200 | $151.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,200 | $151.2K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 1,152 | $145.2K | 0.00% | +1,055+1,087.6% | Added |
| Arcadia Investment Management Corp | 1,101 | $138.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,058 | $133.3K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,046 | $131.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,039 | $130.9K | 0.01% | +521+100.6% | Added |
| Beacon Capital Management, LLC | 1,029 | $129.7K | 0.02% | −563−35.4% | Reduced |
| Quarry LP | 1,024 | $129.1K | 0.03% | +993+3,203.2% | Added |
| Zions Bancorporation, N.A. | 1,020 | $128.6K | 0.01% | −13−1.3% | Reduced |
| Quent Capital, LLC | 995 | $125.4K | 0.01% | +236+31.1% | Added |
| Sit Investment Associates Inc | 990 | $125.0K | 0.00% | −210−17.5% | Reduced |
| Ronald Blue Trust, Inc. | 956 | $120.5K | 0.00% | −4,732−83.2% | Reduced |
| North Star Investment Management Corp. | 945 | $119.1K | 0.01% | +445+89.0% | Added |
| Bollard Group LLC | 929 | $117.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $111.3K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 836 | $105.4K | 0.03% | −15−1.8% | Reduced |
| Princeton Global Asset Management LLC | 829 | $104.5K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 825 | $103.9K | 0.04% | +2+0.2% | Added |
| Tobam | 821 | $103.0K | 0.03% | −204−19.9% | Reduced |
| First United Bank Trust | 800 | $100.8K | 0.04% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 800 | $100.8K | 0.05% | +800 | New |
| Virtus Investment Advisers, Inc. | 785 | $98.9K | 0.08% | +785 | New |
| Lee Danner & Bass Inc | 776 | $97.8K | 0.01% | +776 | New |
| GHP Investment Advisors, Inc. | 775 | $97.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $94.5K | 0.00% | −1,353−66.6% | Reduced |
| Centennial Bank | 740 | $93.3K | 0.04% | +740 | New |
| Bruce G. Allen Investments, LLC | 736 | $92.8K | 0.08% | −9−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 716 | $90.2K | 0.01% | +16+2.3% | Added |
| Flagship Wealth Advisors, LLC | 715 | $90.1K | 0.05% | +715 | New |
| Webster Bank, N. A. | 700 | $88.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 699 | $88.1K | 0.01% | +10+1.5% | Added |
| Atlantic Trust, LLC | 695 | $87.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 677 | $85.3K | 0.01% | −389−36.5% | Reduced |
| Golden State Wealth Management, LLC | 673 | $84.8K | 0.01% | +673 | New |
| CVA Family Office, LLC | 653 | $82.3K | 0.01% | +75+13.0% | Added |
| Wiser Advisor Group LLC | 653 | $82.3K | 0.12% | +9+1.4% | Added |
| Larson Financial Group LLC | 636 | $80.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 626 | $78.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 616 | $77.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 615 | $77.5K | 0.01% | +615 | New |
| Caldwell Trust Co | 610 | $76.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 591 | $74.0K | 0.00% | +497+528.7% | Added |
| Financial Perspectives, Inc | 575 | $72.5K | 0.02% | +359+166.2% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $72.3K | 0.06% | 00.0% | Unchanged |
| Bank & Trust Co | 550 | $69.3K | 0.06% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 506 | $69.1K | 0.03% | +506 | New |
| Covestor Ltd | 544 | $69.0K | 0.04% | −58−9.6% | Reduced |
| Venturi Wealth Management, LLC | 541 | $68.2K | 0.00% | +33+6.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 541 | $68.0K | 0.00% | +541 | New |
| Creative Financial Designs Inc | 539 | $67.9K | 0.01% | −20−3.6% | Reduced |
| HM Payson & Co | 533 | $67.2K | 0.00% | −2−0.4% | Reduced |
| MCF Advisors LLC | 524 | $66.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 508 | $64.0K | 0.01% | +3+0.6% | Added |
| Deseret Mutual Benefit Administrators | 507 | $63.9K | 0.03% | −59−10.4% | Reduced |
| MidAtlantic Capital Management, Inc. | 500 | $63.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 505 | $63.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 481 | $60.6K | 0.00% | +16+3.4% | Added |
| ORG Partners LLC | 478 | $60.2K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 463 | $58.4K | 0.02% | +2+0.4% | Added |
| Manchester Capital Management LLC | 454 | $57.2K | 0.01% | −14−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $56.7K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 432 | $54.0K | 0.02% | +432 | New |
| Cape Investment Advisory, Inc. | 422 | $53.2K | 0.02% | +422 | New |
| Elequin Capital LP | 408 | $51.4K | 0.01% | −11−2.6% | Reduced |
| Asset Dedication, LLC | 403 | $50.8K | 0.00% | +52+14.8% | Added |
| Mechanics Financial Corp | 400 | $50.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $50.4K | 0.00% | +400 | New |
| Atlas Capital Advisors LLC | 394 | $49.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 380 | $47.9K | 0.02% | +1+0.3% | Added |
| Private Trust Co NA | 379 | $47.8K | 0.00% | +32+9.2% | Added |
| Silvant Capital Management LLC | 348 | $43.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $42.6K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 333 | $42.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 323 | $40.7K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $40.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 316 | $39.8K | 0.01% | −2−0.6% | Reduced |
| TCTC Holdings, LLC | 313 | $39.4K | 0.00% | +31+11.0% | Added |
| Meeder Asset Management Inc | 304 | $38.3K | 0.00% | −8−2.6% | Reduced |
| Centerpoint Advisors, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $37.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $37.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 300 | $37.8K | 0.01% | +187+165.5% | Added |
| Affinity Wealth LLC | 300 | $37.8K | 0.04% | +300 | New |
| Fortitude Family Office, LLC | 297 | $37.4K | 0.01% | +8+2.8% | Added |
| Rise Advisors, LLC | 296 | $37.3K | 0.02% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 292 | $36.8K | 0.01% | +9+3.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 288 | $36.4K | 0.00% | +37+14.7% | Added |
| Manitou Investment Management Ltd. | 270 | $34.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 270 | $34.0K | 0.00% | +12+4.7% | Added |
| TruNorth Capital Management, LLC | 261 | $32.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 255 | $32.1K | 0.00% | +64+33.5% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $31.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 248 | $31.3K | 0.00% | −2,154−89.7% | Reduced |