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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 3,374 | $516.9K | 0.10% | −70−2.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,422 | $524.3K | 0.29% | −113−3.2% | Reduced |
| Conning Inc. | 3,428 | $525.2K | 0.02% | +151+4.6% | Added |
| Monument Capital Management | 3,447 | $528.1K | 0.16% | −474−12.1% | Reduced |
| CoreCap Advisors, LLC | 3,455 | $529.3K | 0.02% | +342+11.0% | Added |
| Stonebridge Financial Group, LLC | 3,457 | $529.6K | 0.06% | +5+0.1% | Added |
| Boston Private Wealth LLC | 3,498 | $536.0K | 0.02% | +269+8.3% | Added |
| River Street Advisors LLC | 3,504 | $536.8K | 0.27% | +139+4.1% | Added |
| Equitable Holdings, Inc. | 3,507 | $537.3K | 0.01% | +417+13.5% | Added |
| Scientech Research LLC | 3,509 | $537.6K | 0.14% | +3,509 | New |
| Fukoku Mutual Life Insurance Co | 3,522 | $539.6K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 3,535 | $541.6K | 0.03% | +108+3.2% | Added |
| Peak Planning Group, LLC | 3,542 | $542.7K | 0.23% | +7+0.2% | Added |
| AA Financial Advisors, LLC | 3,582 | $548.8K | 0.13% | +1,164+48.1% | Added |
| Strategy Asset Managers LLC | 3,589 | $549.9K | 0.11% | +3,589 | New |
| Evergreen Capital Management LLC | 3,601 | $551.7K | 0.02% | +140+4.0% | Added |
| LCNB Corp | 3,604 | $552.2K | 0.20% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,644 | $558.3K | 0.05% | +73+2.0% | Added |
| Panagora Asset Management Inc | 3,650 | $559.2K | 0.00% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 3,670 | $562.3K | 0.03% | −83−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,677 | $563.3K | 0.02% | +58+1.6% | Added |
| Wealthspire Advisors, LLC | 3,678 | $563.5K | 0.00% | +227+6.6% | Added |
| Moors & Cabot, Inc. | 3,679 | $563.7K | 0.03% | +7+0.2% | Added |
| PDS Planning, Inc | 3,699 | $566.7K | 0.05% | +242+7.0% | Added |
| Caldwell Sutter Capital, Inc. | 3,711 | $568.6K | 0.27% | −14−0.4% | Reduced |
| Skopos Labs, Inc. | 3,781 | $579.2K | 0.13% | +1,922+103.4% | Added |
| Alps Advisors Inc | 3,800 | $582.2K | 0.00% | +995+35.5% | Added |
| Harvest Investment Services, LLC | 3,817 | $584.8K | 0.16% | +3,817 | New |
| MQS Management LLC | 3,824 | $585.9K | 0.34% | +3,824 | New |
| Van Hulzen Asset Management, LLC | 3,852 | $590.2K | 0.05% | +8+0.2% | Added |
| Farringdon Capital, Ltd. | 3,852 | $590.2K | 0.30% | +3,852 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,893 | $596.4K | 0.02% | +1,564+67.2% | Added |
| Great Valley Advisor Group, Inc. | 3,939 | $603.5K | 0.01% | −27−0.7% | Reduced |
| Harbour Investments, Inc. | 3,948 | $604.9K | 0.02% | +462+13.3% | Added |
| Glenview Trust Co | 3,950 | $605.2K | 0.01% | −8−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $607.0K | 0.22% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,976 | $609.2K | 0.01% | +131+3.4% | Added |
| Perigon Wealth Management, LLC | 3,986 | $610.7K | 0.02% | +437+12.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,989 | $611.1K | 0.02% | −126−3.1% | Reduced |
| Principal Securities, Inc. | 4,935 | $622.0K | 0.01% | +185+3.9% | Added |
| Hendershot Investments Inc. | 4,073 | $624.1K | 0.08% | −43−1.0% | Reduced |
| Baldwin Investment Management, LLC | 4,076 | $624.5K | 0.08% | +49+1.2% | Added |
| Whittier Trust Co | 4,168 | $638.6K | 0.01% | −34−0.8% | Reduced |
| Comprehensive Money Management Services LLC | 4,216 | $645.9K | 0.52% | −60−1.4% | Reduced |
| Brighton Jones LLC | 4,223 | $647.0K | 0.02% | +38+0.9% | Added |
| Cresset Asset Management, LLC | 4,257 | $652.2K | 0.00% | −1,397−24.7% | Reduced |
| Southland Equity Partners LLC | 4,275 | $655.0K | 0.15% | −93−2.1% | Reduced |
| Gold Investment Management Ltd. | 4,320 | $661.9K | 0.28% | −164−3.7% | Reduced |
| Tuttle Tactical Management | 4,321 | $662.0K | 2.91% | +1,128+35.3% | Added |
| Proficio Capital Partners LLC | 4,328 | $663.1K | 0.05% | +281+6.9% | Added |
| HF Advisory Group, LLC | 4,335 | $664.2K | 0.29% | −16−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,521 | $664.4K | 0.07% | +852+23.2% | Added |
| First American Trust, FSB | 4,372 | $669.8K | 0.06% | +53+1.2% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $673.7K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 4,398 | $673.7K | 0.05% | −8−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 4,427 | $678.3K | 0.11% | +77+1.8% | Added |
| Plato Investment Management Ltd | 4,387 | $679.4K | 0.06% | +1,312+42.7% | Added |
| Sage Mountain Advisors LLC | 4,437 | $679.7K | 0.05% | +551+14.2% | Added |
| Carmel Capital Partners, LLC | 4,467 | $684.4K | 0.27% | −73−1.6% | Reduced |
| Clearstead Advisors, LLC | 4,494 | $688.5K | 0.01% | −10.0% | Reduced |
| Panoramic Investment Advisors, LLC | 4,552 | $697.4K | 0.47% | −100−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,584 | $702.3K | 0.06% | −74−1.6% | Reduced |
| Manske Wealth Management | 4,641 | $711.1K | 0.27% | −1,472−24.1% | Reduced |
| BSW Wealth Partners | 4,661 | $714.1K | 0.11% | +1,768+61.1% | Added |
| LRI Investments, LLC | 4,694 | $719.2K | 0.07% | −259−5.2% | Reduced |
| Associated Banc-Corp | 4,703 | $720.5K | 0.02% | −11−0.2% | Reduced |
| Summit Financial, LLC | 4,725 | $723.9K | 0.02% | +410+9.5% | Added |
| Prudent Man Advisors, LLC | 4,774 | $731.4K | 0.27% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,775 | $731.6K | 0.00% | +103+2.2% | Added |
| Integrated Advisors Network LLC | 4,842 | $741.9K | 0.04% | +21+0.4% | Added |
| Tower Bridge Advisors | 4,850 | $743.1K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,856 | $744.0K | 0.21% | −29−0.6% | Reduced |
| AlphaCore Capital LLC | 4,864 | $745.2K | 0.06% | +342+7.6% | Added |
| LongView Wealth Management | 4,871 | $746.4K | 0.22% | −107−2.1% | Reduced |
| Investment Advisory Group, LLC | 4,889 | $749.0K | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,979 | $762.8K | 0.04% | +441+9.7% | Added |
| ARS Wealth Advisors Group, LLC | 4,988 | $764.2K | 0.11% | −33−0.7% | Reduced |
| Hartford Funds Management Co LLC | 5,011 | $767.7K | 0.07% | +5,011 | New |
| Exchange Traded Concepts, LLC | 5,034 | $771.3K | 0.01% | +347+7.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $775.2K | 0.50% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,145 | $788.2K | 0.02% | +837+19.4% | Added |
| Ostrum Asset Management | 5,177 | $793.2K | 0.04% | −40−0.8% | Reduced |
| Marshall Financial Group LLC | 5,189 | $794.9K | 0.17% | +254+5.1% | Added |
| IHT Wealth Management, LLC | 5,220 | $799.7K | 0.02% | +131+2.6% | Added |
| Farther Finance Advisors, LLC | 5,209 | $803.0K | 0.02% | +1,661+46.8% | Added |
| Trustmark National Bank Trust Department | 5,247 | $803.9K | 0.06% | +1,720+48.8% | Added |
| Retirement Planning Co of New England, Inc. | 5,259 | $805.9K | 0.41% | −97−1.8% | Reduced |
| Integrity Alliance, LLC. | 5,315 | $814.3K | 0.03% | +5,315 | New |
| Sara-Bay Financial | 5,329 | $817.6K | 0.36% | +29+0.5% | Added |
| Qtron Investments LLC | 5,376 | $823.7K | 0.12% | +833+18.3% | Added |
| Parallel Advisors, LLC | 5,441 | $833.7K | 0.02% | +859+18.7% | Added |
| Foundations Investment Advisors, LLC | 5,446 | $834.3K | 0.02% | +381+7.5% | Added |
| Dogwood Wealth Management LLC | 5,455 | $835.8K | 0.44% | +609+12.6% | Added |
| Ritholtz Wealth Management | 5,494 | $841.7K | 0.03% | +3,422+165.2% | Added |
| Lumbard & Kellner, LLC | 5,496 | $842.0K | 0.37% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,725 | $843.1K | 0.36% | +5,725 | New |
| ProVise Management Group, LLC | 5,525 | $846.5K | 0.07% | −1,675−23.3% | Reduced |
| Morse Asset Management, Inc | 5,525 | $846.5K | 0.21% | +5,475+10,950.0% | Added |
| Campbell & CO Investment Adviser LLC | 5,555 | $851.1K | 0.07% | −2,632−32.1% | Reduced |
| Apollon Wealth Management, LLC | 5,564 | $852.4K | 0.02% | +717+14.8% | Added |