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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
Fortis Group Advisors, LLC1,571$240.7K0.05%+1,521+3,042.0%Added
Moloney Securities Asset Management, LLC1,574$241.1K0.03%−299−16.0%Reduced
Parkside Financial Bank & Trust1,578$241.8K0.03%+141+9.8%Added
Investment Advisory Services Inc1,580$242.1K0.09%−100−6.0%Reduced
Liberty Wealth Management LLC1,588$243.3K0.05%00.0%Unchanged
E Fund Management Co., Ltd.1,590$243.6K0.01%+1,590New
CWA Asset Management Group, LLC1,592$243.9K0.01%+1,592New
Inceptionr LLC1,599$245.0K0.07%+1,599New
Cherokee Insurance Co1,600$245.1K0.11%00.0%Unchanged
Capital Investment Advisory Services, LLC1,605$245.9K0.02%+1,605New
Hunter Associates Investment Management LLC1,600$246.0K0.04%00.0%Unchanged
Investment Partners, Ltd.1,607$246.3K0.10%+5+0.3%Added
Gateway Investment Advisers LLC1,608$246.4K0.00%+1,608New
Hilltop Holdings Inc.1,622$248.4K0.02%+1,622New
Sentry Investment Management LLC1,796$249.0K0.17%−536−23.0%Reduced
Accurate Wealth Management, LLC1,746$249.0K0.05%+48+2.8%Added
Global X Japan Co., Ltd.1,630$249.7K0.03%+323+24.7%Added
Mechanics Bank Trust Department1,649$252.6K0.03%00.0%Unchanged
Lokken Investment Group LLC1,665$255.1K0.11%+10+0.6%Added
VestGen Advisors, LLC1,667$255.4K0.01%+1,667New
GTS Securities LLC1,668$255.6K0.01%−2,365−58.6%Reduced
Roehl & Yi Investment Advisors, LLC1,670$255.9K0.14%+75+4.7%Added
Western Wealth Management, LLC1,689$258.8K0.02%−694−29.1%Reduced
Colonial Trust Advisors1,692$259.2K0.02%−25−1.5%Reduced
RFG Advisory, LLC1,698$260.2K0.01%−187−9.9%Reduced
Lafayette Investments, Inc.1,699$260.3K0.06%00.0%Unchanged
Middleton & Co Inc1,700$260.5K0.03%00.0%Unchanged
Leavell Investment Management, Inc.1,700$260.5K0.01%00.0%Unchanged
QTR Family Wealth, LLC1,705$261.2K0.20%+1,705New
Fortitude Advisory Group L.L.C.1,794$261.3K0.19%−20−1.1%Reduced
Focus Financial Network, Inc.1,714$262.6K0.01%−149−8.0%Reduced
Cahill Financial Advisors Inc1,716$262.9K0.04%+1+0.1%Added
Cercano Management LLC1,736$266.0K0.01%−122,127−98.6%Reduced
True North Advisors, LLC1,741$266.7K0.05%00.0%Unchanged
Intrua Financial, LLC1,748$267.8K0.04%+152+9.5%Added
Ronald Blue Trust, Inc.1,757$269.2K0.00%+801+83.8%Added
Dynamic Advisor Solutions LLC1,759$269.5K0.01%+1,759New
Mystic Asset Management, Inc.1,765$270.4K0.07%00.0%Unchanged
Natural Investments, LLC1,773$271.0K0.08%+132+8.0%Added
Readystate Asset Management LP1,769$271.0K0.01%+1,769New
Holderness Investments Co1,777$272.3K0.06%00.0%Unchanged
Cromwell Holdings LLC1,781$272.9K0.18%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,781$272.9K0.16%+31+1.8%Added
Sivia Capital Partners, LLC1,783$273.2K0.13%+73+4.3%Added
Walter & Keenan Financial Consulting Co1,791$274.4K0.08%+160+9.8%Added
Bridgefront Capital, LLC1,792$274.6K0.08%−529−22.8%Reduced
Strategic Blueprint, LLC1,802$276.1K0.02%−89−4.7%Reduced
Foster Group, Inc.1,803$276.2K0.01%+1,803New
Valued Retirements, Inc.1,808$277.0K0.36%+18+1.0%Added
Analyst IMS Investment Management Services Ltd.1,814$278.0K0.01%+1,814New
LMR Partners LLP1,837$281.4K0.01%−1,875−50.5%Reduced
Legacy Advisors, LLC1,844$282.5K0.03%+134+7.8%Added
Catalyst Financial Partners LLC1,854$284.1K0.05%+77+4.3%Added
Apella Capital, LLC2,016$285.3K0.01%+112+5.9%Added
Daymark Wealth Partners, LLC1,862$285.3K0.01%+97+5.5%Added
Banco BTG Pactual S.A.1,869$286.3K0.07%+1,869New
Golden State Equity Partners1,880$288.0K0.06%−390−17.2%Reduced
First Affirmative Financial Network1,887$289.1K0.18%−231−10.9%Reduced
One Degree Advisors Inc1,896$290.0K0.12%+11+0.6%Added
Bullock Wealth Management Group1,892$291.6K0.16%−31−1.6%Reduced
Prosperity Financial Group, Inc.1,924$294.8K0.15%+5+0.3%Added
Capital Advisors Wealth Management, LLC1,927$295.2K0.05%+9+0.5%Added
TD Private Client Wealth LLC1,931$295.8K0.01%+390+25.3%Added
Commons Capital, LLC1,939$297.0K0.27%+4+0.2%Added
Bridge Creek Capital Management LLC1,953$299.3K0.09%00.0%Unchanged
CIBC Private Wealth Group, LLC2,217$302.6K0.00%−25−1.1%Reduced
Carr Financial Group Corp1,979$303.2K0.10%−292−12.9%Reduced
Evanson Asset Management, LLC1,988$304.5K0.02%−1,792−47.4%Reduced
Motco1,996$305.8K0.03%+35+1.8%Added
SNS Financial Group, LLC2,000$306.4K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$306.4K0.29%00.0%Unchanged
Warwick Investment Management, Inc.2,005$307.2K0.06%+2,005New
Park Square Financial Group, LLC2,023$309.9K0.25%+1,925+1,964.3%Added
Flow Traders U.S. LLC2,023$310.0K0.01%−325−13.8%Reduced
Focused Wealth Management, Inc2,043$313.0K0.04%+2,043New
Wealth Alliance2,052$314.4K0.04%+159+8.4%Added
Congress Wealth Management LLC2,059$314.6K0.00%+2,059New
Sherbrooke Park Advisers LLC2,059$315.5K0.15%+2,059New
Woodmont Investment Counsel LLC2,071$317.3K0.02%−142−6.4%Reduced
Guyasuta Investment Advisors Inc2,074$317.8K0.02%00.0%Unchanged
Northcape Wealth Management, LLC2,076$318.1K0.10%−16−0.8%Reduced
YHB Investment Advisors, Inc.2,079$318.5K0.03%+2,079New
AE Wealth Management LLC2,083$319.1K0.00%+151+7.8%Added
Thurston, Springer, Miller, Herd & Titak, Inc.2,091$320.3K0.05%+628+42.9%Added
Souders Financial Advisors2,097$321.3K0.04%+2,097New
GM Advisory Group, Inc.2,100$321.7K0.02%+100+5.0%Added
LaSalle St. Investment Advisors, LLC2,117$324.0K0.08%+17+0.8%Added
Aureus Asset Management, LLC2,116$324.2K0.02%00.0%Unchanged
Evoke Wealth, LLC2,125$325.5K0.01%+37+1.8%Added
Childress Capital Advisors, LLC2,131$326.5K0.09%−21−1.0%Reduced
Triad Wealth Partners, LLC2,132$326.6K0.10%−50−2.3%Reduced
Baltimore-Washington Financial Advisors, Inc.2,137$327.4K0.02%00.0%Unchanged
Verdence Capital Advisors LLC2,145$328.7K0.03%+20+0.9%Added
Modera Wealth Management, LLC2,151$329.5K0.00%−94−4.2%Reduced
MBB Public Markets I LLC2,153$329.9K0.04%+2,153New
Shelton Wealth Management, LLC2,173$332.9K0.19%+9+0.4%Added
World Equity Group, Inc.2,183$334.5K0.10%+2,183New
Bokf, NA2,190$335.5K0.01%−319−12.7%Reduced
Pflug Koory, LLC2,190$335.5K0.19%−25−1.1%Reduced
Continuum Advisory, LLC2,192$335.8K0.04%+435+24.8%Added