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 |
|---|---|---|---|---|---|
| Financial Network Wealth Advisors LLC | 142 | $21.8K | 0.03% | +142 | New |
| Hazlett, Burt & Watson, Inc. | 142 | $22.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 145 | $22.2K | 0.01% | +1+0.7% | Added |
| Grove Bank & Trust | 147 | $22.5K | 0.00% | −552−79.0% | Reduced |
| Albion Financial Group | 148 | $22.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 152 | $23.3K | 0.01% | +1+0.7% | Added |
| Armstrong Advisory Group, Inc | 191 | $24.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 166 | $25.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 169 | $25.9K | 0.00% | +148+704.8% | Added |
| Bellevue Asset Management, LLC | 170 | $26.1K | 0.01% | +1+0.6% | Added |
| Sittner & Nelson, LLC | 171 | $26.2K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 173 | $26.5K | 0.02% | +173 | New |
| GPS Wealth Strategies Group, LLC | 177 | $27.1K | 0.00% | +1+0.6% | Added |
| ZynergyRetirementPlanningLLC | 216 | $27.2K | 0.02% | +216 | New |
| Bank of New Hampshire | 182 | $27.9K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 184 | $28.0K | 0.00% | +184 | New |
| Brown, Lisle/Cummings, Inc. | 183 | $28.0K | 0.01% | +8+4.6% | Added |
| McIlrath & Eck, LLC | 184 | $28.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 185 | $28.3K | 0.02% | +185 | New |
| Quest 10 Wealth Builders, Inc. | 186 | $28.4K | 0.03% | +4+2.2% | Added |
| Trust Co of Vermont | 188 | $28.8K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 189 | $29.0K | 0.03% | +1+0.5% | Added |
| NBT Bank N A | 195 | $29.9K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 203 | $31.1K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 203 | $31.3K | 0.01% | +203 | New |
| First Command Advisory Services, Inc. | 205 | $31.4K | 0.00% | −195−48.8% | Reduced |
| Meeder Asset Management Inc | 207 | $31.7K | 0.00% | −97−31.9% | Reduced |
| Franchise Capital Ltd | 209 | $32.0K | 0.02% | +209 | New |
| N.E.W. Advisory Services LLC | 212 | $32.5K | 0.00% | +212 | New |
| Optimum Investment Advisors | 212 | $32.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 220 | $33.7K | 0.01% | −103−31.9% | Reduced |
| WPG Advisers, LLC | 221 | $33.9K | 0.03% | +49+28.5% | Added |
| Boyd Watterson Asset Management LLC | 228 | $34.9K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 245 | $37.5K | 0.20% | +245 | New |
| Sierra Ocean, LLC | 245 | $37.7K | 0.03% | +25+11.4% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $38.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 255 | $39.1K | 0.00% | +24+10.4% | Added |
| Sound Income Strategies, LLC | 258 | $39.5K | 0.00% | +3+1.2% | Added |
| TruNorth Capital Management, LLC | 261 | $40.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $41.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 271 | $41.5K | 0.01% | +271 | New |
| eCIO, Inc. | 42,000 | $41.9K | 0.01% | +42,000 | New |
| NewSquare Capital LLC | 278 | $42.6K | 0.00% | +172+162.3% | Added |
| Covestor Ltd | 277 | $43.0K | 0.03% | −267−49.1% | Reduced |
| Hollencrest Capital Management | 283 | $43.4K | 0.00% | +68+31.6% | Added |
| Bell Investment Advisors, Inc | 289 | $44.3K | 0.01% | −3−1.0% | Reduced |
| Capital Advisors, Ltd. LLC | 294 | $45.0K | 0.01% | +107+57.2% | Added |
| Hantz Financial Services, Inc. | 292 | $45.0K | 0.00% | +292 | New |
| Fortitude Family Office, LLC | 297 | $45.5K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $46.0K | 0.00% | +300 | New |
| Private Wealth Asset Management, LLC | 300 | $46.0K | 0.01% | +300 | New |
| Centerpoint Advisors, LLC | 300 | $46.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $46.0K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 307 | $47.0K | 0.05% | +7+2.3% | Added |
| West Financial Advisors, LLC | 320 | $49.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 326 | $50.0K | 0.00% | +56+20.7% | Added |
| Financial Management Professionals, Inc. | 328 | $50.3K | 0.01% | +12+3.8% | Added |
| Independence Bank of Kentucky | 333 | $51.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $51.8K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $53.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 359 | $55.0K | 0.02% | −216−37.6% | Reduced |
| Rise Advisors, LLC | 365 | $55.9K | 0.02% | +69+23.3% | Added |
| Sachetta, LLC | 379 | $58.1K | 0.02% | −1−0.3% | Reduced |
| TCTC Holdings, LLC | 379 | $58.1K | 0.00% | +66+21.1% | Added |
| Versant Capital Management, Inc | 381 | $58.4K | 0.01% | +81+27.0% | Added |
| Loomis Sayles & Co L P | 384 | $59.0K | 0.00% | −207−35.0% | Reduced |
| Opal Wealth Advisors, LLC | 385 | $59.1K | 0.02% | +385 | New |
| Atlas Capital Advisors LLC | 394 | $60.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 394 | $60.4K | 0.01% | +15+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 399 | $61.1K | 0.00% | +151+60.9% | Added |
| Mechanics Financial Corp | 400 | $61.3K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $61.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 410 | $62.8K | 0.01% | −200−32.8% | Reduced |
| Asset Dedication, LLC | 411 | $63.0K | 0.01% | +8+2.0% | Added |
| Cape Investment Advisory, Inc. | 422 | $64.7K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 433 | $66.4K | 0.02% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 450 | $68.9K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 465 | $71.3K | 0.03% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 470 | $72.0K | 0.04% | −37−7.3% | Reduced |
| Spire Wealth Management | 474 | $72.6K | 0.00% | −7−1.5% | Reduced |
| ORG Partners LLC | 477 | $73.5K | 0.02% | −1−0.2% | Reduced |
| MCF Advisors LLC | 500 | $76.6K | 0.01% | −24−4.6% | Reduced |
| Valley National Advisers Inc | 508 | $77.0K | 0.01% | +3+0.6% | Added |
| Creekmur Asset Management LLC | 505 | $77.4K | 0.02% | −3−0.6% | Reduced |
| Cary Street Partners Financial LLC | 511 | $78.3K | 0.00% | −828−61.8% | Reduced |
| Avalon Trust Co | 517 | $79.2K | 0.01% | +517 | New |
| Catalyst Capital Advisors LLC | 527 | $80.7K | 0.00% | +527 | New |
| HM Payson & Co | 533 | $81.7K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 550 | $84.3K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 571 | $87.5K | 0.01% | +117+25.8% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $87.9K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 583 | $89.3K | 0.01% | +44+8.2% | Added |
| ORG Wealth Partners, LLC | 599 | $92.3K | 0.03% | +599 | New |
| UMA Financial Services, Inc. | 615 | $94.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 616 | $94.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 616 | $94.4K | 0.04% | +110+21.7% | Added |