Welltower Inc.

WELL

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000766704

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Welltower Inc. as of Mar 31, 2025. 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: 1,237; +124 vs. Q4 2024
Shares held: 635.8M; +23.4M (+3.8%) vs. Q4 2024
Total value: $97.4B; +$20.2B (+26.2%) vs. Q4 2024
New holders: 190; 531 more added
Sold out: 66; 339 more reduced

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 1,237 institutions

Value heldQ1 2025: $97.4B

Institutions holding WELL and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2024.

Institutions holding WELL in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Retirement Wealth Solutions LLC	1	$85	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	3	$460	0.00%	+3	New
Greenline Partners, LLC	3	$460	0.00%	+3	New
Bartlett & Co. Wealth Management LLC	3	$460	0.00%	+3	New
Rialto Wealth Management, LLC	3	$460	0.00%	+3	New
Transce3nd, LLC	4	$613	0.00%	−156−97.5%	Reduced
Bare Financial Services, Inc	4	$613	0.00%	+4	New
Chesapeake Asset Management LLC	5	$766	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	5	$766	0.00%	+5	New
Sofos Investments, Inc.	5	$766	0.00%	+5	New
Blume Capital Management, Inc.	5	$767	0.00%	+5	New
Ruedi Wealth Management, Inc.	7	$1.07K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	7	$1.07K	0.00%	+1+16.7%	Added
Bear Mountain Capital, Inc.	7	$1.08K	0.00%	+7	New
1620 Investment Advisors, Inc.	9	$1.46K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	10	$1.53K	0.00%	00.0%	Unchanged
S&T Bank	10	$1.53K	0.00%	+10	New
GoalVest Advisory LLC	10	$1.53K	0.00%	+10	New
American Capital Advisory, LLC	10	$1.53K	0.00%	+10	New
Winnow Wealth LLC	11	$1.56K	0.00%	+4+57.1%	Added
Plante Moran Financial Advisors, LLC	11	$1.69K	0.00%	−35−76.1%	Reduced
Clean Yield Group	11	$1.69K	0.00%	00.0%	Unchanged
BFSG, LLC	11	$1.69K	0.00%	+11	New
CBIZ Investment Advisory Services, LLC	12	$1.84K	0.00%	+12	New
Anfield Capital Management, LLC	14	$2.15K	0.00%	−14−50.0%	Reduced
Core Alternative Capital	14	$2.15K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$2.30K	0.00%	00.0%	Unchanged
Redwood Park Advisors LLC	15	$2.30K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	16	$2.48K	0.00%	+10+166.7%	Added
Duncker Streett & Co Inc	17	$2.60K	0.00%	00.0%	Unchanged
NVWM, LLC	19	$2.91K	0.00%	+3+18.8%	Added
Moisand Fitzgerald Tamayo, LLC	22	$3.37K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	22	$3.37K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	23	$3.52K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	31	$4.39K	0.00%	+16+106.7%	Added
Clark Wealth Partners	29	$4.44K	0.00%	00.0%	Unchanged
TFC Financial Management	30	$4.61K	0.00%	00.0%	Unchanged
City Holding Co	31	$4.75K	0.00%	+31	New
TD Capital Management LLC	31	$4.77K	0.00%	+26+520.0%	Added
DT Investment Partners, LLC	32	$4.90K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	33	$5.06K	0.00%	+22+200.0%	Added
Carolinas Wealth Consulting LLC	34	$5.21K	0.00%	−7−17.1%	Reduced
New England Capital Financial Advisors LLC	34	$5.21K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	37	$5.67K	0.01%	+37	New
Kayne Anderson Rudnick Investment Management LLC	37	$5.76K	0.00%	−21−36.2%	Reduced
Aspect Partners, LLC	45	$6.89K	0.00%	+3+7.1%	Added
Compass Financial Services Inc	46	$7.00K	0.00%	−46−50.0%	Reduced
Capital A Wealth Management, LLC	46	$7.05K	0.01%	+2+4.5%	Added
Riggs Asset Managment Co. Inc.	46	$7.05K	0.00%	+8+21.1%	Added
Global Financial Private Client, LLC	47	$7.20K	0.00%	00.0%	Unchanged
First Pacific Financial	49	$7.51K	0.00%	+49	New
Peoples Bank	50	$7.66K	0.01%	00.0%	Unchanged
VSM Wealth Advisory, LLC	50	$7.66K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	51	$7.81K	0.00%	−154−75.1%	Reduced
Semmax Financial Advisors Inc.	55	$8.21K	0.00%	00.0%	Unchanged
American National Bank	55	$8.43K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	55	$8.43K	0.01%	00.0%	Unchanged
Birchbrook, Inc.	58	$8.94K	0.01%	−150−72.1%	Reduced
Navigoe, LLC	60	$9.00K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	9,393	$9.39K	0.00%	+9,393	New
Avion Wealth	88	$11.0K	0.00%	00.0%	Unchanged
Hemington Wealth Management	78	$11.0K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	75	$11.1K	0.00%	+39+108.3%	Added
Raffa Wealth Management, LLC	73	$11.2K	0.00%	00.0%	Unchanged
Hager Investment Management Services, LLC	77	$11.8K	0.01%	+72+1,440.0%	Added
Binnacle Investments Inc	77	$11.8K	0.01%	+77	New
Reyes Financial Architecture, Inc.	78	$11.9K	0.01%	00.0%	Unchanged
Red Tortoise LLC	81	$12.4K	0.01%	00.0%	Unchanged
Citizens National Bank Trust Department	83	$12.7K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	85	$13.0K	0.01%	+85	New
High Note Wealth, LLC	86	$13.2K	0.00%	+7+8.9%	Added
New Millennium Group LLC	91	$13.9K	0.01%	00.0%	Unchanged
Wayfinding Financial, LLC	96	$14.0K	0.01%	+96	New
Winch Advisory Services, LLC	93	$14.3K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	94	$14.4K	0.03%	00.0%	Unchanged
iA Global Asset Management Inc.	99	$15.0K	0.00%	+99	New
Barrett & Company, Inc.	100	$15.3K	0.01%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	100	$15.3K	0.01%	00.0%	Unchanged
Washington Trust Advisors, Inc.	100	$15.3K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	100	$15.3K	0.00%	+100	New
Robinswood Financial LLC	101	$15.5K	0.01%	00.0%	Unchanged
Abound Wealth Management	102	$15.6K	0.01%	−24−19.0%	Reduced
IMA Wealth, Inc.	103	$15.8K	0.00%	+103	New
Wolff Wiese Magana LLC	105	$16.1K	0.01%	−23−18.0%	Reduced
Dunhill Financial, LLC	105	$16.1K	0.01%	−23−18.0%	Reduced
Vision Financial Markets LLC	109	$16.7K	0.02%	00.0%	Unchanged
Coston, McIsaac & Partners	115	$17.0K	0.00%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	111	$17.0K	0.01%	00.0%	Unchanged
West Paces Advisors Inc.	117	$17.9K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	119	$18.2K	0.01%	+19+19.0%	Added
Y.D. More Investments Ltd	124	$18.8K	0.00%	+12+10.7%	Added
Ogorek Anthony Joseph	128	$19.0K	0.01%	+128	New
Evermay Wealth Management LLC	125	$19.2K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	126	$19.3K	0.00%	−100−44.2%	Reduced
MorganRosel Wealth Management, LLC	130	$19.9K	0.01%	+130	New
Arlington Trust Co LLC	131	$20.1K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	133	$20.4K	0.00%	00.0%	Unchanged
Activest Wealth Management	134	$20.5K	0.01%	+129+2,580.0%	Added
Brown Brothers Harriman & Co	136	$20.8K	0.00%	−5−3.5%	Reduced
Provenance Wealth Advisors, LLC	139	$21.3K	0.00%	00.0%	Unchanged