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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 16 | $2.02K | 0.00% | +16 | New |
| NVWM, LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $1.89K | 0.00% | +15 | New |
| Redwood Park Advisors LLC | 15 | $1.89K | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Core Alternative Capital | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 13 | $1.68K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 13 | $1.64K | 0.00% | +13 | New |
| Wingate Wealth Advisors, Inc. | 12 | $1.51K | 0.00% | +12 | New |
| WealthTrak Capital Management LLC | 11 | $1.39K | 0.00% | +11 | New |
| Clean Yield Group | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.20K | 0.00% | −10−52.6% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $882 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $882 | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $864 | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $778 | 0.00% | +6 | New |
| Foster Dykema Cabot & Partners, LLC | 6 | $756 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 6 | $756 | 0.00% | +6 | New |
| TD Capital Management LLC | 5 | $641 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $630 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 5 | $630 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $630 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $630 | 0.00% | +5 | New |
| Hager Investment Management Services, LLC | 5 | $630 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 1 | $69 | 0.00% | +1 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −149,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −144,519−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −128,326−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −122,317−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −117,001−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −85,942−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −51,858−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −33,962−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −27,918−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −26,448−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,413−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −21,636−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −20,919−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,607−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −16,746−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,842−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −15,042−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −173,888−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,609−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −7,644−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| LifePlan Financial, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −2,824−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |