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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 9,545 | $1.20M | 0.04% | −6,677−41.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,523 | $1.20M | 0.44% | −50−0.5% | Reduced |
| Greenleaf Trust | 9,420 | $1.19M | 0.01% | +341+3.8% | Added |
| CAPROCK Group, Inc. | 9,372 | $1.18M | 0.04% | +843+9.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,365 | $1.18M | 0.23% | +458+5.1% | Added |
| Penserra Capital Management LLC | 9,291 | $1.17M | 0.02% | +537+6.1% | Added |
| Checchi Capital Advisers, LLC | 9,206 | $1.16M | 0.09% | +172+1.9% | Added |
| HB Wealth Management, LLC | 9,191 | $1.16M | 0.01% | +562+6.5% | Added |
| Entropy Technologies, LP | 9,187 | $1.16M | 0.12% | +9,187 | New |
| Sequoia Financial Advisors, LLC | 9,131 | $1.15M | 0.01% | +1,307+16.7% | Added |
| Abn Amro Investment Solutions | 9,082 | $1.14M | 0.02% | +1,804+24.8% | Added |
| Trueblood Wealth Management, LLC | 9,048 | $1.14M | 0.56% | −15−0.2% | Reduced |
| USA Financial Portformulas Corp | 9,029 | $1.14M | 0.18% | +102+1.1% | Added |
| Savant Capital, LLC | 8,971 | $1.13M | 0.01% | +2,823+45.9% | Added |
| Banco Santander, S.A. | 8,903 | $1.12M | 0.01% | −2,383−21.1% | Reduced |
| Lazard Asset Management LLC | 8,857 | $1.11M | 0.00% | −11,122−55.7% | Reduced |
| Virtus ETF Advisers LLC | 8,818 | $1.11M | 0.45% | +753+9.3% | Added |
| Wolverine Asset Management LLC | 8,788 | $1.11M | 0.02% | +1,612+22.5% | Added |
| Glenmede Trust Co NA | 8,783 | $1.11M | 0.01% | +2,081+31.1% | Added |
| MUFG Securities Americas Inc. | 8,732 | $1.10M | 0.14% | +8,732 | New |
| Schnieders Capital Management LLC | 8,704 | $1.10M | 0.22% | −86−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,187 | $1.03M | 0.08% | −14,217−63.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,136 | $1.03M | 0.41% | +8,136 | New |
| Fig Financial Advisory Services Inc | 8,068 | $1.02M | 0.69% | +8,068 | New |
| Quadrant Capital Group LLC | 8,042 | $1.01M | 0.07% | −23−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 8,000 | $1.01M | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7,999 | $1.01M | 0.21% | +380+5.0% | Added |
| Horizon Investments, LLC | 7,978 | $1.01M | 0.03% | +95+1.2% | Added |
| Community Bank & Trust, Waco, Texas | 7,964 | $1.00M | 0.23% | −295−3.6% | Reduced |
| Bessemer Group Inc | 7,914 | $997.0K | 0.00% | +617+8.5% | Added |
| Ancora Advisors, LLC | 7,853 | $989.7K | 0.02% | −270−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,808 | $984.0K | 0.03% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 7,631 | $961.7K | 0.82% | +7,631 | New |
| Stiles Financial Services Inc | 7,607 | $959.0K | 0.35% | +18+0.2% | Added |
| Axecap Investments, LLC | 7,599 | $957.7K | 0.72% | −23−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,596 | $957.3K | 0.03% | +148+2.0% | Added |
| Waterloo Capital, L.P. | 7,361 | $927.7K | 0.10% | −1,007−12.0% | Reduced |
| We Are One Seven, LLC | 7,333 | $924.3K | 0.04% | +100+1.4% | Added |
| Board of the Pension Protection Fund | 7,300 | $920.0K | 1.06% | +7,300 | New |
| Johnson Investment Counsel Inc | 7,261 | $915.1K | 0.01% | +1,404+24.0% | Added |
| ProVise Management Group, LLC | 7,200 | $907.4K | 0.08% | −4,382−37.8% | Reduced |
| Alteri Wealth LLC | 7,176 | $904.4K | 0.25% | +7,176 | New |
| Capital Square, LLC | 6,595 | $902.0K | 0.51% | +1,959+42.3% | Added |
| Wedmont Private Capital | 7,221 | $901.0K | 0.05% | +533+8.0% | Added |
| Machina Capital S.A.S. | 7,089 | $893.4K | 0.38% | +7,089 | New |
| Headlands Technologies LLC | 7,005 | $882.8K | 0.09% | +7,005 | New |
| Graham Capital Management, L.P. | 6,982 | $879.9K | 0.03% | +6,982 | New |
| Farmers & Merchants Investments Inc | 6,973 | $878.8K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 6,925 | $873.0K | 0.05% | +4,566+193.6% | Added |
| Agate Pass Investment Management, LLC | 6,915 | $871.5K | 0.39% | +6,915 | New |
| Wolverine Trading, LLC | 6,957 | $869.1K | 0.02% | −1,858−21.1% | Reduced |
| Busey Wealth Management | 6,881 | $867.2K | 0.03% | +127+1.9% | Added |
| Richwood Investment Advisors, LLC | 6,820 | $859.5K | 0.72% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,686 | $842.6K | 0.04% | −1,150−14.7% | Reduced |
| Dodds Wealth, LLC | 6,422 | $842.2K | 0.27% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,669 | $840.0K | 0.25% | −239−3.5% | Reduced |
| TownSquare Capital, LLC | 6,642 | $837.1K | 0.01% | +1,196+22.0% | Added |
| Greenup Street Wealth Management LLC | 6,603 | $832.2K | 0.17% | +4+0.1% | Added |
| Level Four Advisory Services, LLC | 6,512 | $820.7K | 0.03% | +52+0.8% | Added |
| Geneos Wealth Management Inc. | 6,508 | $820.3K | 0.03% | −319−4.7% | Reduced |
| Oak Thistle LLC | 6,507 | $820.1K | 0.24% | +6,507 | New |
| Williamson Legacy Group, LLC | 6,432 | $810.6K | 0.54% | +6,432 | New |
| Arkadios Wealth Advisors | 6,418 | $808.8K | 0.04% | −68−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,408 | $807.6K | 0.19% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $807.3K | 0.04% | +1,600+33.2% | Added |
| Monetary Management Group Inc | 6,350 | $800.3K | 0.21% | −250−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,331 | $797.9K | 0.01% | +375+6.3% | Added |
| Huntington National Bank | 6,325 | $797.1K | 0.01% | +866+15.9% | Added |
| Cigna Investments Inc | 6,313 | $795.0K | 0.14% | +126+2.0% | Added |
| Sigma Planning Corp | 6,276 | $790.9K | 0.02% | +752+13.6% | Added |
| Ingalls & Snyder LLC | 6,246 | $787.0K | 0.03% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 6,236 | $785.9K | 0.43% | +239+4.0% | Added |
| Finward Bancorp | 6,223 | $784.3K | 0.68% | +6,223 | New |
| Bailard, Inc. | 6,216 | $783.4K | 0.02% | +173+2.9% | Added |
| Proequities, Inc. | 5,947 | $779.9K | 0.04% | +112+1.9% | Added |
| Pacific Sun Financial Corp | 6,138 | $773.6K | 0.42% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,126 | $772.1K | 0.16% | −242−3.8% | Reduced |
| Manske Wealth Management | 6,113 | $770.5K | 0.31% | +6,113 | New |
| Dudley Capital Management, LLC | 6,075 | $765.6K | 0.39% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,069 | $764.9K | 0.16% | +152+2.6% | Added |
| Ballentine Partners, LLC | 5,924 | $746.6K | 0.01% | +329+5.9% | Added |
| Madden Advisory Services, Inc. | 5,859 | $738.4K | 0.34% | −411−6.6% | Reduced |
| Smartleaf Asset Management LLC | 5,843 | $729.9K | 0.07% | +897+18.1% | Added |
| Ameritas Investment Partners, Inc. | 5,764 | $726.4K | 0.02% | −97−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,720 | $720.9K | 0.01% | +754+15.2% | Added |
| Texas Yale Capital Corp. | 5,714 | $720.1K | 0.03% | +169+3.0% | Added |
| Buckingham Strategic Partners | 5,699 | $718.3K | 0.01% | +174+3.1% | Added |
| Good Life Advisors, LLC | 5,675 | $715.2K | 0.05% | +571+11.2% | Added |
| Cresset Asset Management, LLC | 5,654 | $712.6K | 0.00% | +5,654 | New |
| Atomi Financial Group, Inc. | 5,634 | $710.0K | 0.04% | +614+12.2% | Added |
| Ibex Wealth Advisors | 5,592 | $704.8K | 0.08% | +5,592 | New |
| Federated Hermes, Inc. | 5,550 | $699.5K | 0.00% | −11,872−68.1% | Reduced |
| Quantbot Technologies LP | 5,536 | $697.7K | 0.03% | +5,536 | New |
| Commerzbank Aktiengesellschaft | 5,579 | $697.0K | 0.02% | +1,180+26.8% | Added |
| Lumbard & Kellner, LLC | 5,496 | $692.7K | 0.30% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,494 | $692.4K | 0.04% | +1,049+23.6% | Added |
| Raiffeisen Bank International AG | 5,513 | $688.7K | 0.01% | +5,513 | New |
| NorthRock Partners, LLC | 5,359 | $675.4K | 0.02% | −487−8.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,356 | $675.1K | 0.33% | +12+0.2% | Added |
| Allworth Financial LP | 5,079 | $666.1K | 0.00% | +1,416+38.7% | Added |