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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.

Q1 2025 vs. Q4 2024

How the institutions holding Welltower Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WELL: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,132191,237+124
Shares617.9M5.55M635.8M+23.4M (+3.8%)
Value$77.9B$699.0M$97.4B+$20.2B (+26.2%)

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (190)

Institutions that held Welltower Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 190 by value.

Institutions new to WELL in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC4,974,895$762.2M0.24%
Castle Hook Partners LP938,174$143.7M3.78%
Actiam N.V.658,763$100.9M1.60%
Zurich Insurance Group Ltd622,580$95.4M0.77%
Virginia Retirement Systems Et Al276,660$42.4M0.31%
Holocene Advisors, LP205,000$31.4M0.09%
HRT Financial LP166,704$25.5M0.16%
Weiss Asset Management LP156,566$24.0M0.64%
Twinbeech Capital LP127,303$19.5M0.35%
Waterfront Capital Partners, LLC125,000$19.2M3.28%
Nearwater Capital Markets, Ltd120,000$18.4M0.52%
Walleye Trading LLC119,054$18.2M0.52%
Beck Bode, LLC98,523$15.1M2.81%
Sarasin & Partners LLP65,764$10.1M0.11%
OP Asset Management Ltd64,901$9.94M0.17%
Eisler Capital Management Ltd.58,402$8.95M0.27%
Rakuten Investment Management, Inc.56,057$8.60M0.04%
Brevan Howard Capital Management LP47,731$7.31M0.21%
ASR Vermogensbeheer N.V.47,012$7.20M0.11%
FFG Partners, LLC44,225$6.78M2.79%
Primecap Management Co39,500$6.05M0.01%
PEAK6 LLC39,160$6.00M0.23%
Impact Asset Management GmbH37,630$5.77M2.26%
XTX Topco Ltd33,784$5.18M0.26%
Point72 (DIFC) Ltd33,228$5.09M0.49%
Banque Cantonale Vaudoise28,711$4.40M0.19%
Portfolio Design Labs, LLC27,416$4.20M0.87%
Ascent Group, LLC26,186$4.01M0.17%
IMC-Chicago, LLC25,237$3.87M0.15%
Jain Global LLC25,198$3.86M0.08%
AG2R la Mondiale Gestion D'Actifs23,700$3.66M0.20%
Aster Capital Management (DIFC) Ltd23,315$3.58M0.66%
L & S Advisors Inc23,026$3.53M0.44%
Advisors Preferred, LLC21,963$3.39M0.45%
Man Group plc21,613$3.31M0.01%
Catalyst Funds Management Pty Ltd21,100$3.23M0.85%
FORA Capital, LLC20,802$3.19M0.32%
BCJ Capital Management, LLC19,590$3.00M0.22%
Greenland Capital Management LP18,454$2.83M0.48%
Siemens Fonds Invest GmbH17,323$2.65M0.18%
Nebula Research & Development LLC13,873$2.13M0.20%
Mount Lucas Management LP12,713$1.95M0.92%
Stance Capital LLC11,716$1.80M1.33%
Quantessence Capital LLC11,600$1.78M0.44%
GAM Holding AG11,136$1.71M0.13%
Jump Financial, LLC11,077$1.70M0.03%
Twin Capital Management Inc10,788$1.65M0.19%
Dorsey Wright & Associates10,455$1.60M0.41%
Scotia Capital Inc.8,822$1.35M0.01%
Sax Wealth Advisors, LLC7,719$1.18M0.08%
Highview Capital Management LLC7,629$1.17M0.49%
DRW Securities, LLC7,058$1.08M0.09%
Wealth Architects, LLC6,902$1.06M0.12%
Axxcess Wealth Management, LLC6,564$1.01M0.03%
RiverFront Investment Group, LLC6,345$972.1K0.02%
Quest Partners LLC5,901$904.1K0.10%
Stableford Capital II LLC5,725$843.1K0.36%
Integrity Alliance, LLC.5,315$814.3K0.03%
Hartford Funds Management Co LLC5,011$767.7K0.07%
Farringdon Capital, Ltd.3,852$590.2K0.30%
MQS Management LLC3,824$585.9K0.34%
Harvest Investment Services, LLC3,817$584.8K0.16%
Strategy Asset Managers LLC3,589$549.9K0.11%
Scientech Research LLC3,509$537.6K0.14%
Optas, LLC3,306$506.5K0.09%
Mission Financial Group, LLC2,381$470.8K0.44%
Strategic Investment Advisors2,832$433.9K0.05%
SMART Wealth LLC2,682$411.0K0.15%
Marex Group plc2,564$392.8K0.01%
Retireful, LLC2,498$383.2K0.37%
Corient IA LLC2,500$383.0K0.27%
Moran Wealth Management, LLC2,454$376.0K0.01%
Florida Financial Advisors, LLC2,224$340.2K0.13%
World Equity Group, Inc.2,183$334.5K0.10%
MBB Public Markets I LLC2,153$329.9K0.04%
Souders Financial Advisors2,097$321.3K0.04%
YHB Investment Advisors, Inc.2,079$318.5K0.03%
Sherbrooke Park Advisers LLC2,059$315.5K0.15%
Congress Wealth Management LLC2,059$314.6K0.00%
Focused Wealth Management, Inc2,043$313.0K0.04%
Warwick Investment Management, Inc.2,005$307.2K0.06%
Banco BTG Pactual S.A.1,869$286.3K0.07%
Analyst IMS Investment Management Services Ltd.1,814$278.0K0.01%
Foster Group, Inc.1,803$276.2K0.01%
Readystate Asset Management LP1,769$271.0K0.01%
Dynamic Advisor Solutions LLC1,759$269.5K0.01%
QTR Family Wealth, LLC1,705$261.2K0.20%
VestGen Advisors, LLC1,667$255.4K0.01%
Hilltop Holdings Inc.1,622$248.4K0.02%
Gateway Investment Advisers LLC1,608$246.4K0.00%
Capital Investment Advisory Services, LLC1,605$245.9K0.02%
Inceptionr LLC1,599$245.0K0.07%
CWA Asset Management Group, LLC1,592$243.9K0.01%
E Fund Management Co., Ltd.1,590$243.6K0.01%
Gsa Capital Partners LLP1,569$240.0K0.02%
Schneider Downs Wealth Management Advisors, LP1,562$239.3K0.04%
Moody National Bank Trust Division1,551$237.6K0.02%
SummitTX Capital, L.P.1,550$237.5K0.01%
Abel Hall, LLC1,549$237.3K0.14%
Zions Bancorporation, National Association1,539$235.8K0.01%

Sold out (66)

Institutions that held Welltower Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WELL in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Capital Fund Management S.A.246,320$31.0M
Easterly Investment Partners LLC114,716$14.5M
Quantitative Investment Management, LLC79,202$9.98M
Makena Capital Management LLC71,958$9.07M
Connor, Clark & Lunn Investment Management Ltd.62,841$7.92M
Davis Selected Advisers29,550$3.72M
Lombard Odier Asset Management (Europe) Ltd25,000$3.15M
Cubist Systematic Strategies, LLC23,999$3.02M
CenterBook Partners LP15,809$1.99M
Lombard Odier Asset Management (Switzerland) SA14,898$1.88M
Creegan & Nassoura Financial Group, LLC14,507$1.83M
Landscape Capital Management, L.L.C.13,058$1.65M
Old North State Wealth Management, LLC12,925$1.63M
Canada Post Corp Registered Pension Plan11,509$1.45M
Wexford Capital LP10,500$1.32M
Wolverine Asset Management LLC8,788$1.11M
Axecap Investments, LLC7,599$957.7K
Headlands Technologies LLC7,005$882.8K
Graham Capital Management, L.P.6,982$879.9K
Oak Thistle LLC6,507$820.1K
Proequities, Inc.5,947$779.9K
Ibex Wealth Advisors5,592$704.8K
Stokes Family Office, LLC4,387$552.9K
Cypress Capital Group3,887$489.9K
Kapitalo Investimentos Ltda3,077$387.8K
Dearborn Partners LLC2,675$337.1K
Barnes Pettey Financial Advisors, LLC2,352$296.4K
Longboard Asset Management, LP2,215$279.2K
Kathmere Capital Management, LLC2,038$256.8K
Echo Wealth Management, LLC2,000$252.1K
Angeles Investment Advisors, LLC1,802$227.1K
Probity Advisors, Inc.1,785$225.0K
Catalina Capital Group, LLC1,777$224.0K
Empower Advisory Group, LLC1,599$201.5K
State of Wyoming1,459$183.9K
Quarry LP1,024$129.1K
Pathway Financial Advisers, LLC825$103.9K
Tobam821$103.0K
Militia Capital Partners, LP800$100.8K
Lee Danner & Bass Inc776$97.8K
Venturi Wealth Management, LLC541$68.2K
Harel Insurance Investments & Financial Services Ltd.541$68.0K
MidAtlantic Capital Management, Inc.500$63.0K
Elequin Capital LP408$51.4K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC288$36.4K
Caitong International Asset Management Co., Ltd219$27.6K
Laurel Wealth Advisors LLC200$25.2K
Raleigh Capital Management Inc.164$20.7K
HGK Asset Management Inc150$18.9K
Concord Wealth Partners117$14.8K
Pacific Capital Wealth Advisors, Inc115$14.5K
Central Pacific Bank - Trust Division104$13.1K
FPC Investment Advisory, Inc.75$10.2K
Richard W. Paul & Associates, LLC79$9.96K
Coppell Advisory Solutions LLC46$5.75K
Eagle Bay Advisors LLC34$4.29K
Oarsman Capital, Inc.26$3.28K
Human Investing LLC16$2.02K
Addison Advisors LLC15$1.89K
Financial Life Planners13$1.68K
BOK Financial Private Wealth, Inc.13$1.64K
Wingate Wealth Advisors, Inc.12$1.51K
Nemes Rush Group LLC7$882
Measured Risk Portfolios, Inc.6$756
Foster Dykema Cabot & Partners, LLC6$756
Sugar Maple Asset Management, LLC5$630

Not filed for Q1 2025 yet (19)

Institutions that held Welltower Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC4,790,755$603.8M
Swedbank AB635,283$80.1M
Buckingham Capital Management, Inc.36,563$4.61M
Avitas Wealth Management LLC24,294$3.06M
TrinityPoint Wealth, LLC11,404$1.44M
Gray Wealth Management Inc.10,687$1.35M
Vise Technologies, Inc.10,643$1.34M
Wetherby Asset Management Inc6,686$842.6K
Global Retirement Partners, LLC4,315$543.8K
Lake Street Advisors Group, LLC4,240$534.3K
Strategic Wealth Partners, Ltd.2,593$392.7K
Blue Capital, Inc.2,616$329.7K
AlphaMark Advisors, LLC2,200$277.0K
Geller Advisors LLC1,911$240.8K
Zions Bancorporation, N.A.1,020$128.6K
Oliver Lagore Vanvalin Investment Group146$18.4K
WR Wealth Planners, LLC36$4.54K
Cassady Schiller Wealth Management, LLC25$3.15K
Financial Gravity Companies, Inc.5$630