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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
Blue Fin Capital, Inc.2,210$338.6K0.07%00.0%Unchanged
Florida Financial Advisors, LLC2,224$340.2K0.13%+2,224New
Pinnacle Wealth Planning Services, Inc.2,234$342.3K0.05%+154+7.4%Added
Register Financial Advisors LLC2,250$344.7K0.18%00.0%Unchanged
AGH Wealth Advisors, LLC2,250$344.7K0.33%+222+10.9%Added
Mather Group, LLC.2,296$351.8K0.00%+243+11.8%Added
Titleist Asset Management, LLC2,307$353.4K0.04%00.0%Unchanged
Planned Solutions, Inc.2,307$353.5K0.15%00.0%Unchanged
Atom Investors LP2,313$354.4K0.04%−96−4.0%Reduced
MTM Investment Management, LLC2,300$354.5K0.14%00.0%Unchanged
Valmark Advisers, Inc.2,316$354.8K0.01%+384+19.9%Added
Financial Advocates Investment Management2,319$355.3K0.02%−713−23.5%Reduced
Quotient Wealth Partners, LLC2,331$357.1K0.01%+269+13.0%Added
West Family Investments, Inc.2,353$360.5K0.14%−9−0.4%Reduced
Contravisory Investment Management, Inc.2,355$360.8K0.08%+117+5.2%Added
Cambiar Investors LLC2,374$363.7K0.02%−64−2.6%Reduced
St Germain D J Co Inc2,392$366.5K0.02%−1,107−31.6%Reduced
Pensionmark Financial Group, LLC2,400$367.7K0.01%+164+7.3%Added
Clifford Swan Investment Counsel LLC2,406$368.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB2,406$368.6K0.01%+297+14.1%Added
Marcum Wealth, LLC2,418$370.5K0.03%−37−1.5%Reduced
44 Wealth Management LLC2,423$371.2K0.14%−105−4.2%Reduced
Wedbush Securities Inc2,444$374.0K0.01%+157+6.9%Added
IFP Advisors, Inc2,444$374.4K0.01%+1,017+71.3%Added
bLong Financial, LLC2,450$375.4K0.33%00.0%Unchanged
Moran Wealth Management, LLC2,454$376.0K0.01%+2,454New
First National Bank of Mount Dora, Trust Investment Services2,455$376.1K0.09%00.0%Unchanged
Retirement Planning Group, LLC2,476$379.3K0.39%00.0%Unchanged
IFG Advisory, LLC2,478$379.7K0.02%+10.0%Added
Hudock, Inc.2,483$380.6K0.07%+4+0.2%Added
Rehmann Capital Advisory Group2,497$382.6K0.02%+111+4.7%Added
Mosaic Family Wealth Partners, LLC2,500$383.0K0.05%00.0%Unchanged
Corient IA LLC2,500$383.0K0.27%+2,500New
M&G Plc2,504$383.1K0.00%+849+51.3%Added
Retireful, LLC2,498$383.2K0.37%+2,498New
Fiduciary Trust Co2,515$385.3K0.01%−145−5.5%Reduced
Rothschild Capital Partners, LLC2,524$386.7K0.10%00.0%Unchanged
Clarius Group, LLC2,530$387.6K0.02%−141−5.3%Reduced
Painted Porch Advisors LLC2,545$389.9K0.16%00.0%Unchanged
Wharton Business Group, LLC2,555$391.0K0.02%00.0%Unchanged
Marex Group plc2,564$392.8K0.01%+2,564New
Advisory Services Network, LLC2,592$397.1K0.01%−53−2.0%Reduced
Safeguard Investment Advisory Group, LLC2,612$400.2K0.11%+12+0.5%Added
Essex Financial Services, Inc.2,618$401.1K0.03%+23+0.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,620$401.4K0.14%+290+12.4%Added
Whalerock Point Partners, LLC2,638$404.2K0.10%00.0%Unchanged
L2 Asset Management, LLC2,651$406.2K0.08%+237+9.8%Added
Hartline Investment Corp2,652$406.3K0.05%00.0%Unchanged
Covenant Asset Management, LLC2,659$407.4K0.10%00.0%Unchanged
Bowman & Co S.C.2,665$408.3K0.20%00.0%Unchanged
Pitcairn Co2,669$408.9K0.02%+3+0.1%Added
SMART Wealth LLC2,682$411.0K0.15%+2,682New
Visionary Wealth Advisors2,710$415.2K0.02%−50−1.8%Reduced
Lindbrook Capital, LLC2,717$416.3K0.04%+158+6.2%Added
Capital Analysts, LLC2,745$420.0K0.02%+2+0.1%Added
Bryn Mawr Trust Co2,747$420.9K0.01%−27−1.0%Reduced
Harbor Investment Advisory, LLC2,766$423.8K0.04%+1,170+73.3%Added
ICONIQ Capital, LLC2,773$424.9K0.01%+216+8.4%Added
Simon Quick Advisors, LLC2,784$426.6K0.02%+589+26.8%Added
Whipplewood Advisors, LLC2,765$430.4K0.25%−144−5.0%Reduced
Strategic Investment Advisors2,832$433.9K0.05%+2,832New
Alta Advisers Ltd2,833$434.0K0.18%+900+46.6%Added
Cetera Trust Company, N.A2,850$436.6K0.28%00.0%Unchanged
Lynx Capital Group Ltd2,878$440.9K0.23%−123−4.1%Reduced
Net Worth Advisory Group2,894$443.3K0.14%−1,353−31.9%Reduced
Avestar Capital, LLC2,903$444.8K0.04%−295−9.2%Reduced
Keystone Financial Group2,914$446.5K0.05%+4+0.1%Added
Cambria Investment Management, L.P.2,929$448.8K0.03%−1,361−31.7%Reduced
Keel Point, LLC2,941$450.6K0.04%+492+20.1%Added
Purkiss Capital Advisors LLC2,950$452.0K0.34%+521+21.4%Added
Personal Cfo Solutions, LLC2,959$453.4K0.09%−227−7.1%Reduced
Legacy Financial Advisors, Inc.2,967$454.6K0.08%+180+6.5%Added
Badgley Phelps Wealth Managers, LLC2,972$455.3K0.01%+118+4.1%Added
Regions Financial Corp2,973$455.5K0.00%+1,004+51.0%Added
Stock Yards Bank & Trust Co2,975$455.8K0.02%00.0%Unchanged
Howard Capital Management Inc.2,984$457.2K0.01%−384−11.4%Reduced
Dividend Assets Capital, LLC3,000$459.6K0.09%00.0%Unchanged
Koshinski Asset Management, Inc.3,028$463.9K0.04%+359+13.5%Added
Mission Financial Group, LLC2,381$470.8K0.44%+2,381New
Great Lakes Advisors, LLC3,081$472.0K0.00%−658−17.6%Reduced
Kingswood Wealth Advisors, LLC3,086$472.8K0.04%−974−24.0%Reduced
Jacobi Capital Management LLC3,091$473.6K0.03%+478+18.3%Added
Balboa Wealth Partners3,106$475.9K0.11%+583+23.1%Added
Sustainable Insight Capital Management, LLC3,122$478.3K0.24%−500−13.8%Reduced
HBK Sorce Advisory LLC3,126$479.0K0.01%+20+0.6%Added
Obermeyer Wood Investment Counsel, LLLP3,127$479.1K0.03%−1,330−29.8%Reduced
Savvy Advisors, Inc.3,128$479.2K0.05%+332+11.9%Added
Callan Family Office, LLC3,200$490.3K0.04%−895−21.9%Reduced
TD Waterhouse Canada Inc.3,219$495.7K0.00%−15,863−83.1%Reduced
Beech Hill Advisors, Inc.3,250$497.9K0.20%00.0%Unchanged
Shelton Capital Management3,278$502.2K0.01%00.0%Unchanged
Optas, LLC3,306$506.5K0.09%+3,306New
Pinnacle Wealth Management Group, Inc.3,318$508.3K0.35%00.0%Unchanged
Prairie Sky Financial Group LLC3,332$510.5K0.30%00.0%Unchanged
CX Institutional3,334$511.0K0.02%+405+13.8%Added
Lake Street Financial LLC3,338$511.4K0.08%−80−2.3%Reduced
SFMG, LLC3,344$512.3K0.04%+45+1.4%Added
Nilsine Partners, LLC3,346$512.6K0.06%+243+7.8%Added
Mutual Advisors, LLC3,504$514.9K0.01%+1,459+71.3%Added
Greenup Street Wealth Management LLC3,366$515.8K0.10%−3,237−49.0%Reduced