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 |
|---|---|---|---|---|---|
| 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 |
| Kestra Advisory Services, LLC | 17,621 | $2.22M | 0.01% | +1,674+10.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,611 | $2.22M | 0.19% | −1,498−7.8% | Reduced |
| Centiva Capital, LP | 17,582 | $2.22M | 0.08% | −2,321−11.7% | Reduced |
| Capital Investment Advisors, LLC | 17,328 | $2.18M | 0.04% | −1,547−8.2% | Reduced |
| Groupama Asset Managment | – | $2.18M | 0.04% | – | – |
| D.A. Davidson & Co. | 17,133 | $2.16M | 0.02% | +15+0.1% | Added |
| Centaurus Financial, Inc. | 17,135 | $2.16M | 0.13% | +16,347+2,074.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,936 | $2.13M | 0.01% | −4,568−21.2% | Reduced |
| Donoghue Forlines LLC | 16,615 | $2.09M | 0.70% | +16,615 | New |
| Proquility Private Wealth Partners, LLC | 16,585 | $2.09M | 0.67% | −158−0.9% | Reduced |
| Liberty Capital Management, Inc. | 16,529 | $2.08M | 0.46% | +350+2.2% | Added |
| Sandy Spring Bank | 16,512 | $2.08M | 0.08% | +1,161+7.6% | Added |
| Edgemoor Investment Advisors, Inc. | 16,400 | $2.07M | 0.18% | −20−0.1% | Reduced |
| Sumitomo Life Insurance Co | 16,260 | $2.05M | 0.04% | −412−2.5% | Reduced |
| SG Americas Securities, LLC | 16,138 | $2.03M | 0.01% | −58,343−78.3% | Reduced |
| Everence Capital Management Inc | 16,000 | $2.02M | 0.13% | −1,680−9.5% | Reduced |
| Verde Capital Management | 15,883 | $2.00M | 0.56% | +684+4.5% | Added |
| CenterBook Partners LP | 15,809 | $1.99M | 0.12% | +10,511+198.4% | Added |
| Fairfield Financial Advisors, LTD | 15,624 | $1.97M | 0.69% | +703+4.7% | Added |
| Wahed Invest LLC | 15,588 | $1.96M | 0.33% | +945+6.5% | Added |
| Achmea Investment Management B.V. | 15,549 | $1.96M | 0.03% | +15,549 | New |
| Atria Wealth Solutions, Inc. | 15,368 | $1.94M | 0.02% | −1,444−8.6% | Reduced |
| O'Rourke & Company, Inc | 15,144 | $1.91M | 0.94% | −1,133−7.0% | Reduced |
| Beacon Pointe Advisors, LLC | 14,962 | $1.89M | 0.02% | −3,339−18.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,898 | $1.88M | 0.14% | +2,075+16.2% | Added |
| RDA Financial Network | 14,736 | $1.86M | 0.54% | −655−4.3% | Reduced |
| Vontobel Holding Ltd. | 14,618 | $1.84M | 0.01% | −4,999−25.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 14,507 | $1.83M | 1.23% | −50−0.3% | Reduced |
| NTV Asset Management LLC | 14,424 | $1.82M | 0.24% | −20−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,417 | $1.82M | 0.06% | +7,872+120.3% | Added |
| CWM, LLC | 14,413 | $1.82M | 0.01% | +49+0.3% | Added |
| Edgestream Partners, L.P. | 14,377 | $1.81M | 0.08% | +8,877+161.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,372 | $1.81M | 0.02% | −6,625−31.6% | Reduced |
| Old Second National Bank of Aurora | 14,341 | $1.81M | 0.41% | −183−1.3% | Reduced |
| Bard Associates Inc | 14,334 | $1.81M | 0.61% | −50−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 14,256 | $1.80M | 0.23% | −8,730−38.0% | Reduced |
| Denali Advisors LLC | 14,167 | $1.79M | 0.19% | +3,019+27.1% | Added |
| RSM US Wealth Management LLC | 14,029 | $1.75M | 0.03% | −352−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 13,824 | $1.74M | 0.02% | +8,046+139.3% | Added |
| Warren Averett Asset Management, LLC | 13,805 | $1.74M | 0.03% | +2,162+18.6% | Added |
| Advance Capital Management, Inc. | 13,670 | $1.72M | 0.08% | −30.0% | Reduced |
| Wambolt & Associates, LLC | 13,665 | $1.72M | 0.55% | −2,950−17.8% | Reduced |
| American Financial Advisors, LLC | 13,585 | $1.71M | 0.24% | +39+0.3% | Added |
| HighPoint Advisor Group LLC | 12,223 | $1.71M | 0.09% | +228+1.9% | Added |
| Cullinan Associates Inc | 13,517 | $1.70M | 0.11% | −1,638−10.8% | Reduced |
| United Services Automobile Association | 13,488 | $1.70M | 0.06% | +305+2.3% | Added |
| Park Avenue Securities LLC | 13,456 | $1.70M | 0.02% | +2,250+20.1% | Added |
| Allianz SE | 13,402 | $1.67M | 0.04% | +6,762+101.8% | Added |
| Prelude Capital Management, LLC | 13,157 | $1.66M | 0.14% | −5,983−31.3% | Reduced |
| Wesbanco Bank Inc | 13,147 | $1.66M | 0.06% | −11−0.1% | Reduced |
| Change Path, LLC | 13,116 | $1.65M | 0.05% | +3,379+34.7% | Added |
| Stevens Capital Management LP | 13,064 | $1.65M | 0.66% | −23,084−63.9% | Reduced |
| Landscape Capital Management, L.L.C. | 13,058 | $1.65M | 0.17% | +13,058 | New |
| Old North State Wealth Management, LLC | 12,925 | $1.63M | 0.92% | +61+0.5% | Added |
| Independent Advisor Alliance | 12,813 | $1.61M | 0.02% | +1,764+16.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,568 | $1.58M | 0.01% | −529−4.0% | Reduced |
| Arbor Capital Management Inc | 11,464 | $1.55M | 1.53% | −1,468−11.4% | Reduced |
| LGT Fund Management Co Ltd. | 12,253 | $1.54M | 0.14% | +673+5.8% | Added |
| AIA Group Ltd | 12,200 | $1.54M | 0.04% | −1,600−11.6% | Reduced |
| Meeder Advisory Services, Inc. | 12,013 | $1.51M | 0.09% | −348−2.8% | Reduced |
| Triasima Portfolio Management inc. | 12,000 | $1.51M | 0.29% | +12,000 | New |
| Drake & Associates, LLC | 10,583 | $1.51M | 0.43% | +5,612+112.9% | Added |
| Garrison Bradford & Associates Inc | 11,926 | $1.50M | 1.57% | −241−2.0% | Reduced |
| Baird Financial Group, Inc. | 11,914 | $1.50M | 0.00% | +784+7.0% | Added |
| Canada Post Corp Registered Pension Plan | 11,509 | $1.45M | 0.09% | +11,509 | New |
| TrinityPoint Wealth, LLC | 11,404 | $1.44M | 0.20% | +1,336+13.3% | Added |
| Independent Financial Group, LLC | 11,282 | $1.42M | 0.05% | −1,761−13.5% | Reduced |
| GF Fund Management Co. Ltd. | 11,239 | $1.42M | 0.03% | +11,239 | New |
| Empowered Funds, LLC | 11,226 | $1.41M | 0.02% | +1,132+11.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,221 | $1.41M | 0.49% | −498−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 11,191 | $1.41M | 0.02% | −700−5.9% | Reduced |
| Assetmark, Inc | 11,168 | $1.41M | 0.00% | +5,465+95.8% | Added |
| Azzad Asset Management Inc | 10,877 | $1.37M | 0.26% | +1,134+11.6% | Added |
| Paradigm Asset Management Co LLC | 10,838 | $1.37M | 0.37% | +300+2.8% | Added |
| Gray Wealth Management Inc. | 10,687 | $1.35M | 0.51% | −248−2.3% | Reduced |
| Coldstream Capital Management Inc | 10,656 | $1.34M | 0.03% | +420+4.1% | Added |
| Vise Technologies, Inc. | 10,643 | $1.34M | 0.11% | +7,877+284.8% | Added |
| Snowden Capital Advisors LLC | 10,612 | $1.34M | 0.04% | −50−0.5% | Reduced |
| Welch Group, LLC | 10,700 | $1.34M | 0.06% | 00.0% | Unchanged |
| Wexford Capital LP | 10,500 | $1.32M | 0.34% | +10,500 | New |
| Diversified Trust Co | 10,410 | $1.31M | 0.03% | −8,064−43.7% | Reduced |
| Stephens Inc | 10,308 | $1.30M | 0.02% | −302−2.8% | Reduced |
| Signaturefd, LLC | 10,297 | $1.30M | 0.02% | +550+5.6% | Added |
| American Assets Capital Advisers, LLC | 10,296 | $1.30M | 0.43% | +1,684+19.6% | Added |
| Financial Counselors Inc | 10,272 | $1.29M | 0.02% | +6,104+146.4% | Added |
| Davy Global Fund Management Ltd | 10,262 | $1.29M | 0.15% | −1,404−12.0% | Reduced |
| NFP Retirement, Inc. | 10,148 | $1.28M | 0.10% | −260−2.5% | Reduced |
| PFG Investments, LLC | 10,053 | $1.27M | 0.08% | −263−2.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.26M | 0.10% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,990 | $1.26M | 0.04% | −2,800−21.9% | Reduced |
| Prospera Financial Services Inc | 9,971 | $1.26M | 0.03% | +1,521+18.0% | Added |
| GAMMA Investing LLC | 9,964 | $1.26M | 0.11% | +881+9.7% | Added |
| GWM Advisors LLC | 9,938 | $1.25M | 0.01% | +529+5.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $1.24M | 0.04% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,674 | $1.23M | 0.34% | −15−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,659 | $1.22M | 0.40% | +9,659 | New |
| Frank, Rimerman Advisors LLC | 9,619 | $1.21M | 0.09% | +20.0% | Added |
| Ofi Invest Asset Management | 9,949 | $1.21M | 0.03% | +9,949 | New |