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 |
|---|---|---|---|---|---|
| Sara-Bay Financial | 5,300 | $662.1K | 0.25% | −52−1.0% | Reduced |
| Ostrum Asset Management | 5,217 | $657.5K | 0.06% | +86+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,140 | $647.8K | 0.04% | −79−1.5% | Reduced |
| IHT Wealth Management, LLC | 5,089 | $641.3K | 0.02% | −1,461−22.3% | Reduced |
| Foundations Investment Advisors, LLC | 5,065 | $638.3K | 0.01% | −9−0.2% | Reduced |
| Benchmark Investment Advisors LLC | 5,060 | $637.7K | 0.41% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,021 | $632.8K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,007 | $631.1K | 0.01% | −3,495−41.1% | Reduced |
| LongView Wealth Management | 4,978 | $627.4K | 0.19% | −166−3.2% | Reduced |
| LRI Investments, LLC | 4,953 | $624.2K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,949 | $623.7K | 0.01% | −18,605−79.0% | Reduced |
| Pinebridge Investments, L.P. | 4,938 | $622.3K | 0.00% | +4,938 | New |
| Marshall Financial Group LLC | 4,935 | $621.9K | 0.15% | −170−3.3% | Reduced |
| Nations Financial Group Inc, | 4,894 | $616.8K | 0.05% | −15−0.3% | Reduced |
| Investment Advisory Group, LLC | 4,889 | $616.2K | 0.21% | +85+1.8% | Added |
| Legacy Wealth Asset Management, LLC | 4,885 | $615.7K | 0.17% | −68−1.4% | Reduced |
| Tower Bridge Advisors | 4,850 | $611.2K | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,847 | $610.9K | 0.01% | +724+17.6% | Added |
| Dogwood Wealth Management LLC | 4,846 | $610.7K | 0.32% | +430+9.7% | Added |
| Integrated Advisors Network LLC | 4,821 | $607.5K | 0.03% | +115+2.4% | Added |
| Prudent Man Advisors, LLC | 4,774 | $601.7K | 0.22% | +271+6.0% | Added |
| Principal Securities, Inc. | 4,750 | $598.7K | 0.01% | +321+7.2% | Added |
| Associated Banc-Corp | 4,714 | $594.1K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,687 | $590.7K | 0.01% | −163−3.4% | Reduced |
| Davenport & Co LLC | 4,672 | $588.8K | 0.00% | −1,796−27.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,658 | $587.0K | 0.04% | +115+2.5% | Added |
| Panoramic Investment Advisors, LLC | 4,652 | $586.3K | 0.38% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,636 | $584.3K | 0.00% | −6,605−58.8% | Reduced |
| Parallel Advisors, LLC | 4,582 | $577.5K | 0.01% | +721+18.7% | Added |
| Qtron Investments LLC | 4,543 | $572.6K | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,540 | $572.2K | 0.23% | +60+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 4,538 | $571.9K | 0.03% | +133+3.0% | Added |
| AlphaCore Capital LLC | 4,522 | $569.9K | 0.12% | −118−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,509 | $568.3K | 0.01% | +1,213+36.8% | Added |
| Clearstead Advisors, LLC | 4,495 | $566.5K | 0.01% | −88−1.9% | Reduced |
| Gold Investment Management Ltd. | 4,484 | $565.1K | 0.24% | −53−1.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $561.7K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 4,406 | $555.2K | 0.05% | −126−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $554.2K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,387 | $552.9K | 0.06% | +4,387 | New |
| Southland Equity Partners LLC | 4,368 | $550.5K | 0.13% | +692+18.8% | Added |
| HF Advisory Group, LLC | 4,351 | $548.4K | 0.25% | −776−15.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,350 | $548.2K | 0.08% | +139+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,223 | $548.0K | 0.10% | −6,911−40.3% | Reduced |
| First American Trust, FSB | 4,319 | $544.3K | 0.05% | +26+0.6% | Added |
| Summit Financial, LLC | 4,315 | $543.8K | 0.02% | +1,839+74.3% | Added |
| Global Retirement Partners, LLC | 4,315 | $543.8K | 0.02% | −176−3.9% | Reduced |
| Sagespring Wealth Partners, LLC | 4,308 | $543.0K | 0.01% | +4,308 | New |
| Mesirow Financial Investment Management, Inc. | 4,296 | $541.4K | 0.01% | −4,290−50.0% | Reduced |
| Cambria Investment Management, L.P. | 4,290 | $540.7K | 0.03% | +924+27.5% | Added |
| Comprehensive Money Management Services LLC | 4,276 | $538.9K | 0.44% | +4,276 | New |
| Net Worth Advisory Group | 4,247 | $535.3K | 0.16% | +1,438+51.2% | Added |
| Lake Street Advisors Group, LLC | 4,240 | $534.3K | 0.02% | −53−1.2% | Reduced |
| Whittier Trust Co | 4,202 | $529.6K | 0.01% | −129−3.0% | Reduced |
| Brighton Jones LLC | 4,185 | $527.5K | 0.02% | +279+7.1% | Added |
| Summit Trail Advisors, LLC | 4,185 | $527.4K | 0.02% | +742+21.6% | Added |
| Great Diamond Partners, LLC | 4,172 | $525.8K | 0.14% | +4,172 | New |
| EP Wealth Advisors, LLC | 4,157 | $523.9K | 0.00% | +661+18.9% | Added |
| Hendershot Investments Inc. | 4,116 | $518.8K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,115 | $518.6K | 0.01% | −245−5.6% | Reduced |
| Callan Family Office, LLC | 4,095 | $516.1K | 0.03% | +4,095 | New |
| Fidelis Capital Partners, LLC | 3,669 | $515.1K | 0.05% | +1,988+118.3% | Added |
| Kingswood Wealth Advisors, LLC | 4,060 | $511.7K | 0.04% | +4,060 | New |
| Proficio Capital Partners LLC | 4,047 | $510.0K | 0.04% | +2,417+148.3% | Added |
| GTS Securities LLC | 4,033 | $508.3K | 0.02% | −4,867−54.7% | Reduced |
| Baldwin Investment Management, LLC | 4,027 | $507.5K | 0.07% | +267+7.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,013 | $505.7K | 0.01% | −670−14.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,966 | $500.1K | 0.01% | −420−9.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $499.3K | 0.18% | 00.0% | Unchanged |
| Glenview Trust Co | 3,958 | $498.8K | 0.01% | +5+0.1% | Added |
| Monument Capital Management | 3,921 | $494.2K | 0.14% | −124−3.1% | Reduced |
| Cypress Capital Group | 3,887 | $489.9K | 0.06% | −726−15.7% | Reduced |
| Sage Mountain Advisors LLC | 3,886 | $489.7K | 0.04% | +122+3.2% | Added |
| Flputnam Investment Management Co | 3,845 | $484.6K | 0.01% | +14+0.4% | Added |
| Van Hulzen Asset Management, LLC | 3,844 | $484.5K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,788 | $477.4K | 0.02% | +537+16.5% | Added |
| Evanson Asset Management, LLC | 3,780 | $476.4K | 0.03% | +9+0.2% | Added |
| EverSource Wealth Advisors, LLC | 3,753 | $473.0K | 0.03% | +1,583+72.9% | Added |
| Great Lakes Advisors, LLC | 3,739 | $471.2K | 0.00% | +1,429+61.9% | Added |
| Caldwell Sutter Capital, Inc. | 3,725 | $469.5K | 0.22% | +1,200+47.5% | Added |
| LMR Partners LLP | 3,712 | $467.8K | 0.01% | +3,712 | New |
| Moors & Cabot, Inc. | 3,672 | $462.8K | 0.02% | +55+1.5% | Added |
| Synovus Financial Corp | 3,655 | $461.4K | 0.01% | +329+9.9% | Added |
| Panagora Asset Management Inc | 3,649 | $459.9K | 0.00% | −5,127−58.4% | Reduced |
| Perigon Wealth Management, LLC | 3,549 | $456.9K | 0.01% | +1,160+48.6% | Added |
| Sustainable Insight Capital Management, LLC | 3,622 | $456.5K | 0.20% | −778−17.7% | Reduced |
| Valeo Financial Advisors, LLC | 3,619 | $456.2K | 0.01% | −49−1.3% | Reduced |
| LCNB Corp | 3,604 | $454.2K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,571 | $450.1K | 0.04% | +200+5.9% | Added |
| Farther Finance Advisors, LLC | 3,548 | $447.2K | 0.02% | −62−1.7% | Reduced |
| Peak Planning Group, LLC | 3,535 | $445.5K | 0.19% | +7+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,535 | $445.5K | 0.24% | −40−1.1% | Reduced |
| Trustmark National Bank Trust Department | 3,527 | $444.5K | 0.03% | −4−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,522 | $443.9K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,499 | $441.0K | 0.02% | +2,949+536.2% | Added |
| Harbour Investments, Inc. | 3,486 | $439.3K | 0.01% | −729−17.3% | Reduced |
| Evergreen Capital Management LLC | 3,461 | $436.2K | 0.01% | +205+6.3% | Added |
| PDS Planning, Inc | 3,457 | $435.7K | 0.04% | −14−0.4% | Reduced |
| Stonebridge Financial Group, LLC | 3,452 | $435.1K | 0.05% | +3,452 | New |
| Wealthspire Advisors, LLC | 3,451 | $434.9K | 0.00% | +83+2.5% | Added |