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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, 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
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 heldQ1 2025: $97.4B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Glen Eagle Advisors, LLC625$95.8K0.02%−1−0.2%Reduced
Wiser Advisor Group LLC656$100.5K0.15%+3+0.5%Added
Golden State Wealth Management, LLC662$101.5K0.02%−11−1.6%Reduced
Princeton Global Asset Management LLC691$105.9K0.02%−138−16.6%Reduced
Atlantic Trust, LLC695$106.5K0.02%00.0%Unchanged
Webster Bank, N. A.700$107.2K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC715$109.5K0.05%00.0%Unchanged
HHM Wealth Advisors, LLC716$109.7K0.01%00.0%Unchanged
Inlight Wealth Management, LLC720$110.3K0.07%+720New
CVA Family Office, LLC733$112.3K0.02%+80+12.3%Added
Bruce G. Allen Investments, LLC736$112.8K0.09%00.0%Unchanged
Centennial Bank740$113.4K0.05%00.0%Unchanged
GHP Investment Advisors, Inc.775$118.7K0.01%00.0%Unchanged
Virtus ETF Advisers LLC785$120.3K0.08%−8,033−91.1%Reduced
First United Bank Trust800$122.6K0.05%00.0%Unchanged
AdvisorNet Financial, Inc814$124.7K0.01%+137+20.2%Added
NBC Securities, Inc.860$131.0K0.01%+860New
Rosenberg Matthew Hamilton883$135.3K0.03%00.0%Unchanged
Bollard Group LLC929$142.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.936$143.4K0.02%−110−10.5%Reduced
North Star Investment Management Corp.947$145.1K0.01%+2+0.2%Added
Sit Investment Associates Inc990$152.0K0.00%00.0%Unchanged
Board of the Pension Protection Fund1,000$153.2K0.17%−6,300−86.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,027$157.3K0.07%+191+22.8%Added
Beacon Capital Management, LLC1,033$158.2K0.02%+4+0.4%Added
City State Bank1,058$162.1K0.05%00.0%Unchanged
Arcadia Investment Management Corp1,101$168.7K0.03%00.0%Unchanged
Colonial Trust Co1,146$175.6K0.03%−81−6.6%Reduced
Greykasell Wealth Strategies, Inc.1,151$176.3K0.09%+1,151New
Eastern Bank1,152$176.5K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,174$179.9K0.00%+494+72.6%Added
Washington Trust Co1,200$183.9K0.01%00.0%Unchanged
Westside Investment Management, Inc.1,200$184.8K0.04%00.0%Unchanged
Bayforest Capital Ltd1,226$187.8K0.08%+1,106+921.7%Added
Key Financial Inc1,231$188.6K0.04%00.0%Unchanged
Quent Capital, LLC1,245$190.7K0.02%+250+25.1%Added
Orion Capital Management LLC1,290$197.6K0.08%−830−39.2%Reduced
May Hill Capital, LLC1,306$200.1K0.08%+1,306New
Birch Financial Group, LLC1,312$201.0K0.18%+1,312New
Old Port Advisors1,314$201.3K0.06%+1,314New
Allen Mooney & Barnes Investment Advisors LLC1,323$202.7K0.03%+1,323New
Moss Adams Wealth Advisors LLC1,324$202.9K0.02%+1,324New
RIA Advisory Group LLC1,329$203.6K0.07%+1,329New
Angeles Wealth Management, LLC1,332$204.1K0.02%+1,332New
XML Financial, LLC1,334$204.4K0.02%−456−25.5%Reduced
Aspire Private Capital, LLC1,350$206.8K0.05%+1,350New
Aberdeen Wealth Management LLC1,350$206.8K0.14%+1,350New
Harmony Asset Management LLC1,351$207.0K0.09%+1,351New
Phocas Financial Corp.1,354$207.4K0.03%+1,354New
Charter Trust Co1,370$209.9K0.01%+1,370New
Bridgewater Advisors Inc.1,390$210.6K0.02%+1,390New
McElhenny Sheffield Capital Management, LLC1,381$211.6K0.08%+1,381New
Chicago Partners Investment Group LLC1,401$212.0K0.01%+1,401New
MV Capital Management, Inc.1,388$212.7K0.02%+9+0.7%Added
Stonebridge Capital Advisors LLC1,388$212.7K0.02%+1,388New
Cornerstone Wealth Group, LLC1,394$213.6K0.02%+1,394New
Mattern Wealth Management LLC1,400$214.5K0.05%+1,400New
Rothschild Investment LLC1,416$216.9K0.01%+53+3.9%Added
Oxford Financial Group Ltd1,422$217.9K0.02%+1,422New
Robertson Stephens Wealth Management, LLC1,427$218.6K0.01%+1,427New
Vectors Research Management, LLC1,430$219.0K0.08%+1,430New
FineMark National Bank & Trust1,438$220.3K0.01%+1,438New
Values Added Financial LLC1,443$221.1K0.12%+1,443New
Phillips Wealth Planners LLC1,552$221.4K0.23%+1,552New
Fairscale Capital, LLC1,448$221.8K0.20%00.0%Unchanged
Signature Estate & Investment Advisors LLC1,451$222.3K0.01%−360−19.9%Reduced
Advisors Capital Management, LLC1,454$222.9K0.00%+1,454New
KCM Investment Advisors LLC1,455$222.9K0.01%+1,455New
Smith, Moore & Co.1,455$223.0K0.02%+1,455New
FourThought Financial Partners, LLC1,457$223.2K0.02%+1,457New
Flagship Harbor Advisors, LLC1,459$223.5K0.01%+1,459New
Birch Hill Investment Advisors LLC1,472$225.5K0.01%+1,472New
SRS Capital Advisors, Inc.1,473$225.7K0.01%+434+41.8%Added
Sowell Financial Services LLC1,476$226.2K0.01%+1,476New
Avidian Wealth Solutions, LLC1,477$226.2K0.01%−880−37.3%Reduced
Challenger Wealth Management1,483$227.2K0.18%+1,483New
Onyx Bridge Wealth Group LLC1,485$227.5K0.03%+1,485New
Larson Financial Group LLC1,485$227.5K0.01%+849+133.5%Added
Trust Investment Advisors1,486$227.7K0.15%+1,486New
Riverview Trust Co1,494$228.9K0.23%−10−0.7%Reduced
Courier Capital LLC1,495$229.0K0.01%+1,495New
Pinnacle Financial Partners Inc1,496$229.2K0.00%+1,496New
Cidel Asset Management Inc1,499$229.7K0.02%−154−9.3%Reduced
Wealthcare Advisory Partners LLC1,500$229.8K0.01%+1,500New
Hanson & Doremus Investment Management1,500$230.0K0.03%00.0%Unchanged
Founders Financial Securities LLC1,549$230.9K0.02%+1,549New
Stonebrook Private Inc.1,509$231.2K0.06%+1,509New
Kohmann Bosshard Financial Services, LLC1,519$232.7K0.03%−3−0.2%Reduced
Community Trust & Investment Co1,520$232.9K0.01%+1,520New
Bogart Wealth, LLC1,526$233.8K0.01%+7+0.5%Added
Procyon Private Wealth Partners, LLC1,526$233.8K0.01%+1,526New
Onefund, LLC1,527$234.0K0.24%+1,527New
Advisor Resource Council1,787$235.0K0.02%+1,787New
Zions Bancorporation, National Association1,539$235.8K0.01%+1,539New
Abel Hall, LLC1,549$237.3K0.14%+1,549New
SummitTX Capital, L.P.1,550$237.5K0.01%+1,550New
Moody National Bank Trust Division1,551$237.6K0.02%+1,551New
Schneider Downs Wealth Management Advisors, LP1,562$239.3K0.04%+1,562New
Gsa Capital Partners LLP1,569$240.0K0.02%+1,569New
Regent Peak Wealth Advisors LLC1,570$240.5K0.06%−24−1.5%Reduced