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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 38,099 | $5.85M | 0.71% | +1,311+3.6% | Added |
| Vanderbilt University | 38,442 | $5.89M | 1.12% | +7,797+25.4% | Added |
| Atria Investments LLC | 38,592 | $5.91M | 0.08% | +1,869+5.1% | Added |
| Generali Asset Management SPA SGR | 38,836 | $5.95M | 0.15% | −9,393−19.5% | Reduced |
| Colony Group, LLC | 39,033 | $5.98M | 0.01% | +878+2.3% | Added |
| PEAK6 LLC | 39,160 | $6.00M | 0.23% | +39,160 | New |
| Northwestern Mutual Wealth Management Co | 39,356 | $6.03M | 0.00% | −1,058−2.6% | Reduced |
| Primecap Management Co | 39,500 | $6.05M | 0.01% | +39,500 | New |
| Patton Fund Management, Inc. | 39,711 | $6.08M | 1.47% | −11,691−22.7% | Reduced |
| Avantax Advisory Services, Inc. | 40,469 | $6.20M | 0.04% | −310−0.8% | Reduced |
| GDS Wealth Management | 41,894 | $6.42M | 0.55% | +14,991+55.7% | Added |
| Verition Fund Management LLC | 42,082 | $6.45M | 0.04% | +37,446+807.7% | Added |
| Kentucky Retirement Systems | 42,086 | $6.45M | 0.20% | +2,319+5.8% | Added |
| Vident Advisory, LLC | 42,141 | $6.46M | 0.09% | +11,707+38.5% | Added |
| Los Angeles Capital Management LLC | 42,655 | $6.54M | 0.03% | −70,037−62.1% | Reduced |
| Callahan Advisors, LLC | 42,723 | $6.55M | 0.62% | +280+0.7% | Added |
| Carret Asset Management, LLC | 42,995 | $6.59M | 0.74% | −1,172−2.7% | Reduced |
| MML Investors Services, LLC | 43,260 | $6.63M | 0.02% | +4,937+12.9% | Added |
| FFG Partners, LLC | 44,225 | $6.78M | 2.79% | +44,225 | New |
| Peapack Gladstone Financial Corp | 44,563 | $6.83M | 0.10% | −1,494−3.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 44,900 | $6.88M | 0.20% | +960+2.2% | Added |
| US Bancorp | 44,927 | $6.88M | 0.01% | +824+1.9% | Added |
| Aptus Capital Advisors, LLC | 44,952 | $6.89M | 0.08% | +40,443+896.9% | Added |
| CI Private Wealth, LLC | 45,201 | $6.93M | 0.01% | +2,613+6.1% | Added |
| Truist Financial Corp | 45,777 | $7.01M | 0.01% | +10,336+29.2% | Added |
| Pathstone Holdings, LLC | 46,318 | $7.09M | 0.03% | +1,124+2.5% | Added |
| ASR Vermogensbeheer N.V. | 47,012 | $7.20M | 0.11% | +47,012 | New |
| Windward Capital Management Co | 47,269 | $7.24M | 0.62% | −1,603−3.3% | Reduced |
| GeoWealth Management, LLC | 47,362 | $7.26M | 0.29% | +1,909+4.2% | Added |
| Brevan Howard Capital Management LP | 47,731 | $7.31M | 0.21% | +47,731 | New |
| Pacer Advisors, Inc. | 48,480 | $7.43M | 0.02% | −13,290−21.5% | Reduced |
| Mizuho Securities USA LLC | 48,782 | $7.47M | 0.16% | −7,284−13.0% | Reduced |
| Cinctive Capital Management LP | 48,884 | $7.49M | 0.60% | −37,459−43.4% | Reduced |
| CIBC World Markets Inc. | 49,532 | $7.59M | 0.02% | −123,701−71.4% | Reduced |
| Warren Averett Asset Management, LLC | 49,628 | $7.60M | 0.09% | +35,823+259.5% | Added |
| Consolidated Planning Corp | 50,006 | $7.66M | 1.05% | +3,450+7.4% | Added |
| Woodline Partners LP | 51,324 | $7.86M | 0.05% | +15,947+45.1% | Added |
| NEOS Investment Management LLC | 51,906 | $7.95M | 0.15% | +20,243+63.9% | Added |
| Oregon Public Employees Retirement Fund | 52,350 | $8.02M | 0.15% | +1,630+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 52,125 | $8.04M | 0.01% | +1,595+3.2% | Added |
| Elo Mutual Pension Insurance Co | 52,750 | $8.08M | 0.18% | −9,014−14.6% | Reduced |
| Pensionfund DSM Netherlands | 52,753 | $8.08M | 5.35% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 52,906 | $8.11M | 0.33% | −3,306−5.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 53,892 | $8.26M | 2.15% | +21,667+67.2% | Added |
| Advisors Management Group Inc | 53,967 | $8.27M | 1.80% | −737−1.3% | Reduced |
| Harbour Trust & Investment Management Co | 54,419 | $8.34M | 1.01% | −1,266−2.3% | Reduced |
| Pinnacle Associates Ltd | 55,477 | $8.50M | 0.12% | −735−1.3% | Reduced |
| Twin Tree Management, LP | 55,517 | $8.51M | 0.19% | +18,791+51.2% | Added |
| Wealthfront Advisers LLC | 55,700 | $8.53M | 0.02% | +9,398+20.3% | Added |
| Rakuten Investment Management, Inc. | 56,057 | $8.60M | 0.04% | +56,057 | New |
| Windle Wealth, LLC | 56,250 | $8.62M | 4.44% | −8,898−13.7% | Reduced |
| Azimuth Capital Investment Management LLC | 56,254 | $8.62M | 0.34% | +1,974+3.6% | Added |
| Norinchukin Bank, The | 57,404 | $8.79M | 0.16% | +6,184+12.1% | Added |
| Advisors Asset Management, Inc. | 57,810 | $8.86M | 0.17% | +4,424+8.3% | Added |
| Eisler Capital Management Ltd. | 58,402 | $8.95M | 0.27% | +58,402 | New |
| U.S. Capital Wealth Advisors, LLC | 58,712 | $9.00M | 0.28% | −2,375−3.9% | Reduced |
| CWM Advisors, LLC | 59,062 | $9.05M | 1.08% | +2,996+5.3% | Added |
| Avanza Fonder AB | 60,187 | $9.21M | 0.30% | −5,909−8.9% | Reduced |
| Agf Management Ltd | 60,444 | $9.26M | 0.05% | +2,746+4.8% | Added |
| Quantinno Capital Management LP | 61,172 | $9.37M | 0.06% | +19,515+46.8% | Added |
| Worldquant Millennium Advisors LLC | 61,555 | $9.43M | 0.06% | −159,543−72.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 63,043 | $9.66M | 0.11% | −10,583−14.4% | Reduced |
| LGT Group Foundation | 64,525 | $9.89M | 0.14% | −17,793−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 64,723 | $9.93M | 0.02% | −11,005−14.5% | Reduced |
| OP Asset Management Ltd | 64,901 | $9.94M | 0.17% | +64,901 | New |
| JustInvest LLC | 65,619 | $10.1M | 0.15% | +6,636+11.3% | Added |
| Sarasin & Partners LLP | 65,764 | $10.1M | 0.11% | +65,764 | New |
| Fred Alger Management, LLC | 66,177 | $10.1M | 0.06% | +12,136+22.5% | Added |
| Rafferty Asset Management, LLC | 66,426 | $10.2M | 0.04% | −11,417−14.7% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 66,860 | $10.2M | 0.20% | +34,400+106.0% | Added |
| Federated Hermes, Inc. | 66,932 | $10.3M | 0.02% | +61,382+1,106.0% | Added |
| Central Trust Co | 70,878 | $10.9M | 0.27% | −1,925−2.6% | Reduced |
| Bank of Nova Scotia | 71,430 | $10.9M | 0.02% | −12,624−15.0% | Reduced |
| Gotham Asset Management, LLC | 71,515 | $11.0M | 0.09% | +5,691+8.6% | Added |
| Squarepoint Ops LLC | 71,695 | $11.0M | 0.03% | +40,632+130.8% | Added |
| DuPont Capital Management Corp | 73,736 | $11.3M | 1.25% | +16,906+29.7% | Added |
| O'Shaughnessy Asset Management, LLC | 74,115 | $11.4M | 0.09% | +13,502+22.3% | Added |
| Groupe la Francaise | 75,908 | $11.4M | 0.24% | +7,426+10.8% | Added |
| Janney Montgomery Scott LLC | 75,481 | $11.6M | 0.03% | +9,495+14.4% | Added |
| Rockefeller Capital Management L.P. | 75,975 | $11.6M | 0.03% | +4,704+6.6% | Added |
| Mutual of America Capital Management LLC | 76,026 | $11.6M | 0.13% | −442−0.6% | Reduced |
| Trust Co of Toledo NA | 78,306 | $12.0M | 1.59% | −2,252−2.8% | Reduced |
| M&T Bank Corp | 79,925 | $12.2M | 0.04% | +1,109+1.4% | Added |
| Fifth Third Bancorp | 80,460 | $12.3M | 0.05% | +21,988+37.6% | Added |
| Jones Financial Companies LLLP | 81,288 | $12.5M | 0.01% | +20,244+33.2% | Added |
| Tredje AP-fonden | 81,421 | $12.5M | 0.12% | 00.0% | Unchanged |
| GSI Capital Advisors LLC | 81,436 | $12.5M | 6.54% | +8,037+10.9% | Added |
| Appleton Partners Inc | 81,630 | $12.5M | 0.97% | +55,511+212.5% | Added |
| Captrust Financial Advisors | 82,077 | $12.6M | 0.03% | +817+1.0% | Added |
| AMF Pensionsforsakring AB | 83,047 | $12.7M | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 83,214 | $12.7M | 0.13% | +5,795+7.5% | Added |
| Public Employees Retirement Association of Colorado | 84,234 | $12.9M | 0.06% | +140.0% | Added |
| Westpac Banking Corp | 84,811 | $13.0M | 0.96% | −4,150−4.7% | Reduced |
| Venture Visionary Partners LLC | 85,613 | $13.1M | 0.55% | +3,242+3.9% | Added |
| Mariner, LLC | 85,673 | $13.1M | 0.02% | +4,784+5.9% | Added |
| Erste Asset Management GmbH | 85,735 | $13.2M | 0.17% | +36,407+73.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 87,406 | $13.4M | 0.03% | +4,023+4.8% | Added |
| New Age Alpha Advisors, LLC | 87,549 | $13.4M | 0.60% | −31,667−26.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $13.7M | 0.14% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 90,213 | $13.8M | 0.14% | +2,144+2.4% | Added |