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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 10,017 | $1.53M | 0.01% | +1,234+14.0% | Added |
| Stephens Inc | 10,104 | $1.55M | 0.02% | −204−2.0% | Reduced |
| Summit Global Investments | 10,109 | $1.55M | 0.11% | +3,184+46.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,119 | $1.55M | 0.55% | −1,102−9.8% | Reduced |
| Baird Financial Group, Inc. | 10,136 | $1.55M | 0.00% | −1,778−14.9% | Reduced |
| Financial Counselors Inc | 10,152 | $1.56M | 0.02% | −120−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 10,183 | $1.56M | 0.01% | +1,052+11.5% | Added |
| CAPROCK Group, Inc. | 10,199 | $1.56M | 0.05% | +827+8.8% | Added |
| Frank, Rimerman Advisors LLC | 10,225 | $1.57M | 0.12% | +606+6.3% | Added |
| NFP Retirement, Inc. | 10,234 | $1.57M | 0.12% | +86+0.8% | Added |
| Greenleaf Trust | 10,248 | $1.57M | 0.01% | +828+8.8% | Added |
| Virtus Investment Advisers, Inc. | 10,361 | $1.59M | 0.43% | +9,576+1,219.9% | Added |
| Beacon Pointe Advisors, LLC | 10,366 | $1.59M | 0.02% | −4,596−30.7% | Reduced |
| Dorsey Wright & Associates | 10,455 | $1.60M | 0.41% | +10,455 | New |
| LGT Fund Management Co Ltd. | 10,470 | $1.60M | 0.14% | −1,783−14.6% | Reduced |
| Harvest Fund Management Co., Ltd | 11,003 | $1.62M | 0.08% | +8,508+341.0% | Added |
| Welch Group, LLC | 10,700 | $1.64M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,762 | $1.65M | 0.03% | +465+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,766 | $1.65M | 0.01% | −6,170−36.4% | Reduced |
| MUFG Securities Americas Inc. | 10,784 | $1.65M | 0.19% | +2,052+23.5% | Added |
| Twin Capital Management Inc | 10,788 | $1.65M | 0.19% | +10,788 | New |
| Paradigm Asset Management Co LLC | 10,838 | $1.66M | 0.44% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,901 | $1.67M | 0.01% | −5,237−32.5% | Reduced |
| Checchi Capital Advisers, LLC | 11,003 | $1.69M | 0.12% | +1,797+19.5% | Added |
| Jump Financial, LLC | 11,077 | $1.70M | 0.03% | +11,077 | New |
| GAM Holding AG | 11,136 | $1.71M | 0.13% | +11,136 | New |
| Azzad Asset Management Inc | 11,136 | $1.71M | 0.20% | +259+2.4% | Added |
| Resources Investment Advisors, LLC. | 11,178 | $1.71M | 0.02% | −13−0.1% | Reduced |
| Coldstream Capital Management Inc | 11,231 | $1.72M | 0.04% | +575+5.4% | Added |
| Abn Amro Investment Solutions | 11,300 | $1.73M | 0.04% | +2,218+24.4% | Added |
| J.W. Cole Advisors, Inc. | 11,310 | $1.73M | 0.05% | +7,522+198.6% | Added |
| GAMMA Investing LLC | 11,344 | $1.74M | 0.13% | +1,380+13.8% | Added |
| Benjamin Edwards Inc | 11,378 | $1.74M | 0.02% | −10,952−49.0% | Reduced |
| Quantessence Capital LLC | 11,600 | $1.78M | 0.44% | +11,600 | New |
| Stance Capital LLC | 11,716 | $1.80M | 1.33% | +11,716 | New |
| Arbor Capital Management Inc | 11,638 | $1.80M | 1.74% | +174+1.5% | Added |
| GF Fund Management Co. Ltd. | 11,794 | $1.81M | 0.04% | +555+4.9% | Added |
| Garrison Bradford & Associates Inc | 11,926 | $1.83M | 2.01% | 00.0% | Unchanged |
| Change Path, LLC | 11,986 | $1.84M | 0.05% | −1,130−8.6% | Reduced |
| Machina Capital S.A.S. | 12,242 | $1.88M | 0.56% | +5,153+72.7% | Added |
| HB Wealth Management, LLC | 12,291 | $1.88M | 0.02% | +3,100+33.7% | Added |
| AIA Group Ltd | 12,500 | $1.92M | 0.05% | +300+2.5% | Added |
| Wesbanco Bank Inc | 12,676 | $1.94M | 0.07% | −471−3.6% | Reduced |
| Allianz SE | 12,683 | $1.94M | 0.05% | −719−5.4% | Reduced |
| Mount Lucas Management LP | 12,713 | $1.95M | 0.92% | +12,713 | New |
| Penserra Capital Management LLC | 12,740 | $1.95M | 0.03% | +3,449+37.1% | Added |
| Steward Partners Investment Advisory, LLC | 12,744 | $1.95M | 0.02% | +176+1.4% | Added |
| Independent Advisor Alliance | 12,969 | $1.99M | 0.07% | +156+1.2% | Added |
| Independent Financial Group, LLC | 12,982 | $1.99M | 0.07% | +1,700+15.1% | Added |
| Drake & Associates, LLC | 13,216 | $2.02M | 0.57% | +2,633+24.9% | Added |
| American Financial Advisors, LLC | 13,266 | $2.03M | 0.29% | −319−2.3% | Reduced |
| Pinebridge Investments, L.P. | 13,274 | $2.03M | 0.02% | +8,336+168.8% | Added |
| Wambolt & Associates, LLC | 13,282 | $2.05M | 0.70% | −383−2.8% | Reduced |
| United Services Automobile Association | 13,488 | $2.07M | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,532 | $2.07M | 0.12% | +1,519+12.6% | Added |
| Advance Capital Management, Inc. | 13,670 | $2.09M | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 13,821 | $2.12M | 0.63% | −915−6.2% | Reduced |
| Quadrant Capital Group LLC | 13,829 | $2.12M | 0.08% | +5,787+72.0% | Added |
| Nebula Research & Development LLC | 13,873 | $2.13M | 0.20% | +13,873 | New |
| Fifth Third Wealth Advisors LLC | 14,189 | $2.17M | 0.11% | +9,049+176.1% | Added |
| Red Cedar Investment Management, LLC | 14,256 | $2.18M | 0.30% | 00.0% | Unchanged |
| Bard Associates Inc | 14,284 | $2.19M | 0.82% | −50−0.3% | Reduced |
| NTV Asset Management LLC | 14,424 | $2.21M | 0.29% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 14,535 | $2.23M | 0.52% | +194+1.4% | Added |
| Denali Advisors LLC | 14,567 | $2.23M | 0.25% | +400+2.8% | Added |
| Proquility Private Wealth Partners, LLC | 14,586 | $2.23M | 0.69% | −1,999−12.1% | Reduced |
| Empowered Funds, LLC | 14,790 | $2.27M | 0.03% | +3,564+31.7% | Added |
| Great Diamond Partners, LLC | 15,066 | $2.31M | 0.63% | +10,894+261.1% | Added |
| Atria Wealth Solutions, Inc. | 15,080 | $2.31M | 0.03% | −288−1.9% | Reduced |
| O'Rourke & Company, Inc | 15,118 | $2.32M | 1.15% | −26−0.2% | Reduced |
| CWM, LLC | 15,180 | $2.33M | 0.01% | +767+5.3% | Added |
| Donoghue Forlines LLC | 15,281 | $2.34M | 0.74% | −1,334−8.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,328 | $2.35M | 0.02% | +956+6.7% | Added |
| Quadrature Capital Ltd | 15,765 | $2.42M | 0.05% | −21,447−57.6% | Reduced |
| Oddo BHF Asset Management SAS | 15,803 | $2.42M | 0.10% | +13,409+560.1% | Added |
| RSM US Wealth Management LLC | 15,924 | $2.44M | 0.04% | +1,895+13.5% | Added |
| Entropy Technologies, LP | 15,959 | $2.45M | 0.24% | +6,772+73.7% | Added |
| Wahed Invest LLC | 16,002 | $2.45M | 0.42% | +414+2.7% | Added |
| Verde Capital Management | 16,070 | $2.46M | 0.70% | +187+1.2% | Added |
| Sumitomo Life Insurance Co | 16,079 | $2.46M | 0.09% | −181−1.1% | Reduced |
| Kestra Advisory Services, LLC | 16,316 | $2.50M | 0.01% | −1,305−7.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,375 | $2.51M | 0.23% | −25−0.2% | Reduced |
| D.A. Davidson & Co. | 16,512 | $2.53M | 0.02% | −621−3.6% | Reduced |
| Liberty Capital Management, Inc. | 16,529 | $2.53M | 0.56% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 16,586 | $2.54M | 0.23% | −1,025−5.8% | Reduced |
| Centaurus Financial, Inc. | 16,704 | $2.56M | 0.15% | −431−2.5% | Reduced |
| Everence Capital Management Inc | 16,900 | $2.59M | 0.18% | +900+5.6% | Added |
| Sandy Spring Bank | 16,982 | $2.60M | 0.11% | +470+2.8% | Added |
| Park Avenue Securities LLC | 17,043 | $2.61M | 0.03% | +3,587+26.7% | Added |
| Capital Investment Advisors, LLC | 17,244 | $2.64M | 0.05% | −84−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 17,323 | $2.65M | 0.18% | +17,323 | New |
| Nations Financial Group Inc, | 17,424 | $2.67M | 0.20% | +12,530+256.0% | Added |
| Investment Management Corp of Ontario | 17,616 | $2.70M | 0.06% | −6,640−27.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,926 | $2.75M | 0.20% | +7,703+75.3% | Added |
| Fairfield Financial Advisors, LTD | 18,027 | $2.76M | 1.04% | +2,403+15.4% | Added |
| Private Advisor Group, LLC | 18,059 | $2.77M | 0.02% | −1,084−5.7% | Reduced |
| Greenland Capital Management LP | 18,454 | $2.83M | 0.48% | +18,454 | New |
| Vestmark Advisory Solutions, Inc. | 18,622 | $2.85M | 0.07% | +4,205+29.2% | Added |
| Bleakley Financial Group, LLC | 18,849 | $2.89M | 0.09% | +8,859+88.7% | Added |
| J. Safra Sarasin Holding AG | 19,029 | $2.92M | 0.05% | −157−0.8% | Reduced |