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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 1,132 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2024: $77.9B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2024.

Institutions holding WELL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pflug Koory, LLC2,215$279.2K0.14%00.0%Unchanged
Longboard Asset Management, LP2,215$279.2K0.74%+2,215New
Woodmont Investment Counsel LLC2,213$278.9K0.02%+81+3.8%Added
Blue Fin Capital, Inc.2,210$278.5K0.05%00.0%Unchanged
AlphaMark Advisors, LLC2,200$277.0K0.12%−50−2.2%Reduced
Simon Quick Advisors, LLC2,195$276.7K0.02%+225+11.4%Added
Triad Wealth Partners, LLC2,182$275.0K0.10%+2,182New
Shelton Wealth Management, LLC2,164$272.7K0.15%+11+0.5%Added
Childress Capital Advisors, LLC2,152$271.2K0.08%+76+3.7%Added
One Degree Advisors Inc1,885$270.0K0.11%−30−1.6%Reduced
Baltimore-Washington Financial Advisors, Inc.2,137$269.3K0.01%00.0%Unchanged
Verdence Capital Advisors LLC2,125$267.9K0.02%00.0%Unchanged
Orion Capital Management LLC2,120$267.2K0.12%−100−4.5%Reduced
First Affirmative Financial Network2,118$266.9K0.15%+280+15.2%Added
Aureus Asset Management, LLC2,116$266.7K0.02%+2,116New
Massmutual Trust Co FSB2,109$265.8K0.01%+123+6.2%Added
LaSalle St. Investment Advisors, LLC2,100$264.0K0.08%−117−5.3%Reduced
Northcape Wealth Management, LLC2,092$263.7K0.09%00.0%Unchanged
Mutual Advisors, LLC2,045$263.2K0.01%+15+0.7%Added
Evoke Wealth, LLC2,088$263.2K0.01%+53+2.6%Added
Pinnacle Wealth Planning Services, Inc.2,080$262.1K0.04%−1,306−38.6%Reduced
Guyasuta Investment Advisors Inc2,074$261.4K0.02%+2,074New
Ritholtz Wealth Management2,072$261.1K0.01%+2,072New
Quotient Wealth Partners, LLC2,062$259.9K0.01%+103+5.3%Added
Mather Group, LLC.2,053$258.7K0.00%+75+3.8%Added
Kathmere Capital Management, LLC2,038$256.8K0.02%+2,038New
AGH Wealth Advisors, LLC2,028$255.6K0.24%+2,028New
SNS Financial Group, LLC2,000$252.1K0.03%−107−5.1%Reduced
C2C Wealth Management, LLC2,000$252.1K0.23%00.0%Unchanged
GM Advisory Group, Inc.2,000$252.1K0.01%00.0%Unchanged
Echo Wealth Management, LLC2,000$252.1K0.17%00.0%Unchanged
Regions Financial Corp1,969$248.2K0.00%−118−5.7%Reduced
Motco1,961$247.1K0.03%00.0%Unchanged
Bridge Creek Capital Management LLC1,953$246.2K0.08%00.0%Unchanged
Commons Capital, LLC1,935$243.9K0.22%−69−3.4%Reduced
Alta Advisers Ltd1,933$243.6K0.15%+533+38.1%Added
AE Wealth Management LLC1,932$243.5K0.00%+315+19.5%Added
Valmark Advisers, Inc.1,932$243.4K0.00%+1,932New
Bullock Wealth Management Group1,923$242.3K0.14%+14+0.7%Added
Prosperity Financial Group, Inc.1,919$241.9K0.12%+2+0.1%Added
Capital Advisors Wealth Management, LLC1,918$241.7K0.04%+9+0.5%Added
Geller Advisors LLC1,911$240.8K0.02%+69+3.7%Added
Apella Capital, LLC1,904$240.0K0.01%+21+1.1%Added
Wealth Alliance1,893$238.6K0.03%−92−4.6%Reduced
Strategic Blueprint, LLC1,891$238.3K0.01%+3+0.2%Added
RFG Advisory, LLC1,885$237.6K0.01%+1,885New
Moloney Securities Asset Management, LLC1,873$236.1K0.03%−165−8.1%Reduced
Focus Financial Network, Inc.1,863$234.8K0.01%+206+12.4%Added
Skopos Labs, Inc.1,859$234.2K0.07%+147+8.6%Added
Fortitude Advisory Group L.L.C.1,814$228.6K0.14%−818−31.1%Reduced
Signature Estate & Investment Advisors LLC1,811$228.3K0.01%+89+5.2%Added
Angeles Investment Advisors, LLC1,802$227.1K0.01%+4+0.2%Added
XML Financial, LLC1,790$225.6K0.02%+1+0.1%Added
Valued Retirements, Inc.1,790$225.6K0.30%00.0%Unchanged
Probity Advisors, Inc.1,785$225.0K0.04%−73−3.9%Reduced
Cromwell Holdings LLC1,781$224.5K0.13%00.0%Unchanged
Catalina Capital Group, LLC1,777$224.0K0.07%+3+0.2%Added
Holderness Investments Co1,777$224.0K0.05%00.0%Unchanged
Catalyst Financial Partners LLC1,777$224.0K0.04%+87+5.1%Added
Mystic Asset Management, Inc.1,765$222.4K0.06%−500−22.1%Reduced
Daymark Wealth Partners, LLC1,765$222.4K0.01%+8+0.5%Added
Continuum Advisory, LLC1,757$221.5K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,750$220.6K0.14%−1,525−46.6%Reduced
True North Advisors, LLC1,741$219.4K0.05%−630−26.6%Reduced
Colonial Trust Advisors1,717$216.4K0.02%00.0%Unchanged
Cahill Financial Advisors Inc1,715$216.1K0.03%−107−5.9%Reduced
Legacy Advisors, LLC1,710$215.5K0.02%+1,710New
Sivia Capital Partners, LLC1,710$215.4K0.11%00.0%Unchanged
Leavell Investment Management, Inc.1,700$214.3K0.01%00.0%Unchanged
Middleton & Co Inc1,700$214.3K0.02%00.0%Unchanged
Lafayette Investments, Inc.1,699$214.1K0.05%00.0%Unchanged
Accurate Wealth Management, LLC1,698$211.9K0.04%+68+4.2%Added
Investment Advisory Services Inc1,680$211.7K0.07%−1,175−41.2%Reduced
Custom Index Systems, LLC1,662$209.5K0.11%+1,662New
Lokken Investment Group LLC1,655$208.6K0.09%+1+0.1%Added
M&G Plc1,655$208.5K0.00%−1,526−48.0%Reduced
Cidel Asset Management Inc1,653$208.3K0.01%−98−5.6%Reduced
Mechanics Bank Trust Department1,649$207.8K0.03%00.0%Unchanged
Natural Investments, LLC1,641$206.0K0.06%+1,641New
Walter & Keenan Financial Consulting Co1,631$205.6K0.06%+18+1.1%Added
Investment Partners, Ltd.1,602$201.9K0.08%+1,602New
Cherokee Insurance Co1,600$201.6K0.09%+1,600New
Empower Advisory Group, LLC1,599$201.5K0.00%+1,599New
Intrua Financial, LLC1,596$201.2K0.03%−82−4.9%Reduced
Harbor Investment Advisory, LLC1,596$201.1K0.02%00.0%Unchanged
Roehl & Yi Investment Advisors, LLC1,595$201.0K0.11%+1,595New
Hunter Associates Investment Management LLC1,600$201.0K0.03%−50−3.0%Reduced
Regent Peak Wealth Advisors LLC1,594$200.9K0.05%+4+0.3%Added
Liberty Wealth Management LLC1,588$200.1K0.03%+1+0.1%Added
TD Private Client Wealth LLC1,541$194.2K0.01%−46−2.9%Reduced
Kohmann Bosshard Financial Services, LLC1,522$191.8K0.02%+1,522New
Bogart Wealth, LLC1,519$191.4K0.01%00.0%Unchanged
Riverview Trust Co1,504$189.5K0.17%00.0%Unchanged
Hanson & Doremus Investment Management1,500$189.0K0.03%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,463$184.4K0.04%−714−32.8%Reduced
State of Wyoming1,459$183.9K0.02%+1,459New
Fairscale Capital, LLC1,448$182.5K0.16%−55−3.7%Reduced
Parkside Financial Bank & Trust1,437$181.1K0.02%+46+3.3%Added
IFP Advisors, Inc1,427$179.8K0.01%+546+62.0%Added
MV Capital Management, Inc.1,379$173.8K0.02%−6−0.4%Reduced