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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 5,600 | $858.0K | 0.23% | −750−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,622 | $861.3K | 0.02% | −98−1.7% | Reduced |
| Madden Advisory Services, Inc. | 5,627 | $862.1K | 0.40% | −232−4.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,680 | $870.2K | 0.21% | −728−11.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,712 | $876.0K | 0.02% | +133+2.4% | Added |
| Texas Yale Capital Corp. | 5,731 | $878.1K | 0.04% | +17+0.3% | Added |
| Good Life Advisors, LLC | 5,744 | $880.1K | 0.06% | +69+1.2% | Added |
| NorthRock Partners, LLC | 5,755 | $881.8K | 0.03% | +396+7.4% | Added |
| Ameritas Investment Partners, Inc. | 5,764 | $883.1K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,806 | $890.8K | 0.09% | −37−0.6% | Reduced |
| Allworth Financial LP | 6,074 | $897.5K | 0.01% | +995+19.6% | Added |
| Ingalls & Snyder LLC | 5,860 | $898.0K | 0.03% | −386−6.2% | Reduced |
| 180 Wealth Advisors, LLC | 5,878 | $900.6K | 0.14% | +3,188+118.5% | Added |
| Quest Partners LLC | 5,901 | $904.1K | 0.10% | +5,901 | New |
| Fulcrum Capital LLC | 5,957 | $912.7K | 0.20% | −169−2.8% | Reduced |
| Finward Bancorp | 5,973 | $915.1K | 0.79% | −250−4.0% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $923.1K | 0.49% | −50−0.8% | Reduced |
| Johnson Investment Counsel Inc | 6,110 | $936.2K | 0.01% | −1,151−15.9% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $940.4K | 0.53% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,168 | $945.0K | 0.01% | −2,803−31.2% | Reduced |
| Ameritas Advisory Services, LLC | 6,626 | $953.3K | 0.04% | −970−12.8% | Reduced |
| Cigna Investments Inc | 6,231 | $955.0K | 0.18% | −82−1.3% | Reduced |
| Values First Advisors, Inc. | 6,258 | $958.9K | 0.56% | +22+0.4% | Added |
| Ellevest, Inc. | 6,302 | $965.5K | 0.06% | +808+14.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,318 | $968.0K | 0.31% | −351−5.3% | Reduced |
| RiverFront Investment Group, LLC | 6,345 | $972.1K | 0.02% | +6,345 | New |
| Huntington National Bank | 6,354 | $973.5K | 0.01% | +29+0.5% | Added |
| Atomi Financial Group, Inc. | 6,359 | $974.3K | 0.04% | +725+12.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $982.5K | 0.06% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 6,422 | $983.9K | 0.32% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,457 | $989.3K | 0.06% | −11,125−63.3% | Reduced |
| Everhart Financial Group, Inc. | 6,474 | $991.9K | 0.14% | +405+6.7% | Added |
| Synovus Financial Corp | 6,508 | $997.1K | 0.01% | +2,853+78.1% | Added |
| Axxcess Wealth Management, LLC | 6,564 | $1.01M | 0.03% | +6,564 | New |
| Richwood Investment Advisors, LLC | 6,570 | $1.01M | 0.86% | −250−3.7% | Reduced |
| Level Four Advisory Services, LLC | 6,590 | $1.01M | 0.04% | +78+1.2% | Added |
| Emergent Wealth Advisors, LLC | 6,680 | $1.02M | 0.74% | +3,429+105.5% | Added |
| Bailard, Inc. | 6,729 | $1.03M | 0.03% | +513+8.3% | Added |
| Integrated Wealth Concepts LLC | 6,732 | $1.03M | 0.01% | +401+6.3% | Added |
| Summit Trail Advisors, LLC | 6,756 | $1.04M | 0.03% | +2,571+61.4% | Added |
| USA Financial Portformulas Corp | 6,850 | $1.05M | 0.17% | −2,179−24.1% | Reduced |
| Lazard Asset Management LLC | 6,874 | $1.05M | 0.00% | −1,983−22.4% | Reduced |
| Wealth Architects, LLC | 6,902 | $1.06M | 0.12% | +6,902 | New |
| Alteri Wealth LLC | 6,920 | $1.06M | 0.47% | −256−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,958 | $1.07M | 0.01% | +2,945+73.4% | Added |
| Busey Wealth Management | 6,961 | $1.07M | 0.04% | +80+1.2% | Added |
| Buckingham Strategic Partners | 6,965 | $1.07M | 0.02% | +1,266+22.2% | Added |
| Farmers & Merchants Investments Inc | 6,993 | $1.07M | 0.03% | +20+0.3% | Added |
| Geneos Wealth Management Inc. | 7,022 | $1.08M | 0.04% | +514+7.9% | Added |
| DRW Securities, LLC | 7,058 | $1.08M | 0.09% | +7,058 | New |
| Carnegie Capital Asset Management, LLC | 7,808 | $1.08M | 0.03% | 00.0% | Unchanged |
| Fig Financial Advisory Services Inc | 7,118 | $1.09M | 0.77% | −950−11.8% | Reduced |
| Brookstone Capital Management | 7,179 | $1.10M | 0.02% | +2,172+43.4% | Added |
| Community Bank & Trust, Waco, Texas | 7,289 | $1.12M | 0.26% | −675−8.5% | Reduced |
| Edgestream Partners, L.P. | 7,412 | $1.14M | 0.04% | −6,965−48.4% | Reduced |
| Stiles Financial Services Inc | 7,483 | $1.15M | 0.44% | −124−1.6% | Reduced |
| We Are One Seven, LLC | 7,510 | $1.15M | 0.04% | +177+2.4% | Added |
| Capital Square, LLC | 7,546 | $1.16M | 0.68% | +951+14.4% | Added |
| Stratos Wealth Partners, LTD. | 7,626 | $1.17M | 0.02% | −6,198−44.8% | Reduced |
| Highview Capital Management LLC | 7,629 | $1.17M | 0.49% | +7,629 | New |
| Sax Wealth Advisors, LLC | 7,719 | $1.18M | 0.08% | +7,719 | New |
| Bessemer Group Inc | 7,723 | $1.18M | 0.00% | −191−2.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 7,796 | $1.19M | 0.99% | +165+2.2% | Added |
| Wedmont Private Capital | 8,379 | $1.20M | 0.06% | +1,158+16.0% | Added |
| Ancora Advisors, LLC | 7,898 | $1.21M | 0.03% | +45+0.6% | Added |
| Waterloo Capital, L.P. | 7,982 | $1.22M | 0.11% | +621+8.4% | Added |
| Atlantic Union Bankshares Corp | 8,159 | $1.25M | 0.08% | +159+2.0% | Added |
| Profund Advisors LLC | 8,165 | $1.25M | 0.05% | −1,380−14.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,171 | $1.25M | 0.47% | +35+0.4% | Added |
| Prestige Wealth Management Group LLC | 8,296 | $1.27M | 0.27% | +297+3.7% | Added |
| Ofi Invest Asset Management | 9,062 | $1.29M | 0.03% | −887−8.9% | Reduced |
| Schnieders Capital Management LLC | 8,404 | $1.29M | 0.28% | −300−3.4% | Reduced |
| Cullinan Associates Inc | 8,465 | $1.30M | 0.09% | −5,052−37.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,552 | $1.31M | 0.03% | +4,256+99.1% | Added |
| Tradewinds, LLC. | 8,575 | $1.31M | 0.37% | −99−1.1% | Reduced |
| Williamson Legacy Group, LLC | 8,579 | $1.31M | 1.25% | +2,147+33.4% | Added |
| PFG Investments, LLC | 8,717 | $1.34M | 0.09% | −1,336−13.3% | Reduced |
| Horizon Investments, LLC | 8,818 | $1.35M | 0.04% | +840+10.5% | Added |
| Scotia Capital Inc. | 8,822 | $1.35M | 0.01% | +8,822 | New |
| TownSquare Capital, LLC | 8,917 | $1.37M | 0.01% | +2,275+34.3% | Added |
| Ballentine Partners, LLC | 8,928 | $1.37M | 0.02% | +3,004+50.7% | Added |
| Sigma Planning Corp | 8,991 | $1.38M | 0.04% | +2,715+43.3% | Added |
| Trueblood Wealth Management, LLC | 9,049 | $1.39M | 0.64% | +10.0% | Added |
| Banco Santander, S.A. | 9,105 | $1.39M | 0.02% | +202+2.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,117 | $1.40M | 0.05% | −709−7.2% | Reduced |
| Arkadios Wealth Advisors | 9,237 | $1.42M | 0.05% | +2,819+43.9% | Added |
| American Assets Capital Advisers, LLC | 9,346 | $1.43M | 0.60% | −950−9.2% | Reduced |
| HighPoint Advisor Group LLC | 9,476 | $1.44M | 0.08% | −2,747−22.5% | Reduced |
| Davy Global Fund Management Ltd | 9,382 | $1.44M | 0.17% | −880−8.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,478 | $1.45M | 0.05% | +113+1.2% | Added |
| Snowden Capital Advisors LLC | 9,509 | $1.46M | 0.05% | −1,103−10.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,523 | $1.46M | 0.53% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 9,536 | $1.46M | 0.49% | −123−1.3% | Reduced |
| Walleye Capital LLC | 9,622 | $1.47M | 0.02% | +4,673+94.4% | Added |
| Agate Pass Investment Management, LLC | 9,685 | $1.48M | 0.63% | +2,770+40.1% | Added |
| Prelude Capital Management, LLC | 9,715 | $1.49M | 0.15% | −3,442−26.2% | Reduced |
| Prospera Financial Services Inc | 9,722 | $1.49M | 0.03% | −249−2.5% | Reduced |
| GWM Advisors LLC | 9,794 | $1.50M | 0.01% | −144−1.4% | Reduced |
| Custom Index Systems, LLC | 9,975 | $1.53M | 0.77% | +8,313+500.2% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.53M | 0.13% | 00.0% | Unchanged |