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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 19,059 | $2.92M | 0.19% | −4,228−18.2% | Reduced |
| Forte Capital LLC | 19,086 | $2.92M | 0.35% | +70.0% | Added |
| Commerce Bank | 19,293 | $2.96M | 0.02% | −1,362−6.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,377 | $2.97M | 0.05% | +594+3.2% | Added |
| Nicola Wealth Management Ltd. | 19,502 | $2.99M | 0.29% | +807+4.3% | Added |
| Concurrent Investment Advisors, LLC | 19,532 | $2.99M | 0.07% | +373+1.9% | Added |
| BCJ Capital Management, LLC | 19,590 | $3.00M | 0.22% | +19,590 | New |
| V-Square Quantitative Management LLC | 19,612 | $3.00M | 0.44% | +753+4.0% | Added |
| Kinneret Advisory, LLC | 19,915 | $3.05M | 0.31% | −67−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,180 | $3.09M | 0.11% | +786+4.1% | Added |
| Omers Administration Corp | 20,194 | $3.09M | 0.03% | −3,297−14.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,280 | $3.11M | 0.06% | −4,749−19.0% | Reduced |
| Ossiam | 20,343 | $3.12M | 0.04% | +1,761+9.5% | Added |
| Asset Planning,Inc | 20,396 | $3.12M | 2.45% | −192−0.9% | Reduced |
| Wolverine Trading, LLC | 20,408 | $3.13M | 0.10% | +13,451+193.3% | Added |
| Illinois Municipal Retirement Fund | 20,691 | $3.17M | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 20,802 | $3.19M | 0.32% | +20,802 | New |
| Beck Capital Management, LLC | 21,042 | $3.22M | 0.95% | +1,159+5.8% | Added |
| Assenagon Asset Management S.A. | 21,064 | $3.23M | 0.01% | +133+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 21,100 | $3.23M | 0.85% | +21,100 | New |
| Brinker Capital Investments, LLC | 21,217 | $3.25M | 0.03% | +3,504+19.8% | Added |
| Orion Portfolio Solutions, LLC | 21,217 | $3.25M | 0.03% | +3,504+19.8% | Added |
| FJ Capital Management LLC | 21,409 | $3.28M | 0.34% | +2,068+10.7% | Added |
| Argentarii, LLC | 21,491 | $3.29M | 1.63% | +653+3.1% | Added |
| Man Group plc | 21,613 | $3.31M | 0.01% | +21,613 | New |
| Quantbot Technologies LP | 21,812 | $3.34M | 0.11% | +16,276+294.0% | Added |
| United Capital Financial Advisers, LLC | 21,889 | $3.35M | 0.03% | +1,574+7.7% | Added |
| Advisors Preferred, LLC | 21,963 | $3.39M | 0.45% | +21,963 | New |
| Achmea Investment Management B.V. | 22,160 | $3.40M | 0.05% | +6,611+42.5% | Added |
| Federation des caisses Desjardins du Quebec | 22,420 | $3.44M | 0.02% | −1,251−5.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,868 | $3.52M | 0.04% | +1,616+7.6% | Added |
| L & S Advisors Inc | 23,026 | $3.53M | 0.44% | +23,026 | New |
| Aster Capital Management (DIFC) Ltd | 23,315 | $3.58M | 0.66% | +23,315 | New |
| Perpetual Ltd | 23,554 | $3.61M | 0.04% | −650−2.7% | Reduced |
| Lincluden Management Ltd | 23,741 | $3.64M | 0.46% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 23,700 | $3.66M | 0.20% | +23,700 | New |
| DoubleLine ETF Adviser LP | 23,929 | $3.67M | 1.22% | −10,933−31.4% | Reduced |
| Gamco Investors, Inc. Et Al | 24,166 | $3.70M | 0.04% | −584−2.4% | Reduced |
| Summit Place Financial Advisors, LLC | 24,210 | $3.71M | 2.09% | −750−3.0% | Reduced |
| Vontobel Holding Ltd. | 24,605 | $3.77M | 0.01% | +9,987+68.3% | Added |
| Catalytic Wealth RIA, LLC | 24,846 | $3.81M | 0.70% | +1,840+8.0% | Added |
| Romano Brothers and Company | 24,987 | $3.83M | 0.50% | −466−1.8% | Reduced |
| Impax Asset Management Group plc | 24,989 | $3.83M | 0.02% | −2,552−9.3% | Reduced |
| Jain Global LLC | 25,198 | $3.86M | 0.08% | +25,198 | New |
| IMC-Chicago, LLC | 25,237 | $3.87M | 0.15% | +25,237 | New |
| Merit Financial Group, LLC | 25,286 | $3.87M | 0.06% | +729+3.0% | Added |
| MAI Capital Management | 25,457 | $3.90M | 0.03% | −655−2.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.91M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,641 | $3.93M | 0.03% | +2,252+9.6% | Added |
| Spinnaker Trust | 25,824 | $3.96M | 0.26% | −5,351−17.2% | Reduced |
| Boston Family Office LLC | 25,832 | $3.96M | 0.28% | −803−3.0% | Reduced |
| National Asset Management, Inc. | 25,982 | $3.98M | 0.12% | +3,113+13.6% | Added |
| Ascent Group, LLC | 26,186 | $4.01M | 0.17% | +26,186 | New |
| Kornitzer Capital Management Inc | 26,400 | $4.04M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,705 | $4.09M | 0.07% | −1,076−3.9% | Reduced |
| Portfolio Design Labs, LLC | 27,416 | $4.20M | 0.87% | +27,416 | New |
| Rainey & Randall Investment Management Inc. | 27,551 | $4.22M | 0.83% | −595−2.1% | Reduced |
| Pensionfund Sabic | 27,559 | $4.22M | 1.26% | −1,000−3.5% | Reduced |
| ING Groep NV | 27,591 | $4.23M | 0.03% | +2,240+8.8% | Added |
| New Mexico Educational Retirement Board | 27,648 | $4.24M | 0.15% | +100+0.4% | Added |
| E. Ohman J:or Asset Management AB | 27,874 | $4.27M | 0.11% | −800−2.8% | Reduced |
| Beacon Financial Planning, Inc | 27,893 | $4.27M | 2.46% | +1,780+6.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,289 | $4.33M | 0.40% | +207+0.7% | Added |
| Diversified Trust Co | 28,711 | $4.40M | 0.11% | +18,301+175.8% | Added |
| Banque Cantonale Vaudoise | 28,711 | $4.40M | 0.19% | +28,711 | New |
| Maryland State Retirement & Pension System | 28,816 | $4.41M | 0.11% | −4,199−12.7% | Reduced |
| Westover Capital Advisors, LLC | 28,830 | $4.42M | 0.98% | −2,403−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 28,880 | $4.42M | 0.07% | +2,957+11.4% | Added |
| Oppenheimer & Co Inc | 29,667 | $4.55M | 0.07% | +1,503+5.3% | Added |
| Shell Asset Management Co | 29,935 | $4.59M | 0.22% | −2,377−7.4% | Reduced |
| Stevens Capital Management LP | 30,057 | $4.61M | 1.14% | +16,993+130.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,251 | $4.63M | 0.05% | −331−1.1% | Reduced |
| Raiffeisen Bank International AG | 30,875 | $4.74M | 0.08% | +25,362+460.0% | Added |
| Blair William & Co | 31,048 | $4.76M | 0.01% | +1,834+6.3% | Added |
| Groupama Asset Managment | 15,101 | $4.82M | 0.10% | – | – |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $4.84M | 0.45% | 00.0% | Unchanged |
| Legacy CG, LLC | 32,131 | $4.92M | 1.59% | +1,070+3.4% | Added |
| Securian Asset Management, Inc | 32,272 | $4.94M | 0.15% | +560+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 32,366 | $4.96M | 0.03% | −105,767−76.6% | Reduced |
| D L Carlson Investment Group Inc | 32,733 | $5.02M | 0.96% | −1,364−4.0% | Reduced |
| Louisiana State Employees Retirement System | 32,800 | $5.03M | 0.10% | +1,000+3.1% | Added |
| Point72 (DIFC) Ltd | 33,228 | $5.09M | 0.49% | +33,228 | New |
| XTX Topco Ltd | 33,784 | $5.18M | 0.26% | +33,784 | New |
| Brasada Capital Management, LP | 37,927 | $5.18M | 1.03% | +393+1.0% | Added |
| Engineers Gate Manager LP | 33,948 | $5.20M | 0.09% | +14,680+76.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,251 | $5.40M | 0.02% | −306−0.9% | Reduced |
| Brown Advisory Inc | 35,296 | $5.41M | 0.01% | +416+1.2% | Added |
| Capital International Sarl | 35,317 | $5.41M | 0.12% | +12,563+55.2% | Added |
| Garland Capital Management Inc | 35,443 | $5.43M | 5.08% | −5,300−13.0% | Reduced |
| KMG Fiduciary Partners, LLC | 36,148 | $5.54M | 0.46% | −95−0.3% | Reduced |
| Sterling Capital Management LLC | 36,186 | $5.54M | 0.09% | +57+0.2% | Added |
| Allstate Corp | 36,241 | $5.55M | 0.16% | +2,669+8.0% | Added |
| Tower Research Capital LLC (TRC) | 36,375 | $5.57M | 0.17% | +12,702+53.7% | Added |
| Gulf International Bank (UK) Ltd | 36,426 | $5.58M | 0.19% | −9,535−20.7% | Reduced |
| Oppenheimer Asset Management Inc. | 36,914 | $5.66M | 0.07% | +3,212+9.5% | Added |
| Modern Wealth Management, LLC | 37,052 | $5.68M | 0.18% | −5,212−12.3% | Reduced |
| Triasima Portfolio Management inc. | 37,108 | $5.69M | 1.12% | +25,108+209.2% | Added |
| Hartford Investment Management Co | 37,201 | $5.70M | 0.20% | +568+1.6% | Added |
| Impact Asset Management GmbH | 37,630 | $5.77M | 2.26% | +37,630 | New |
| Spirit of America Management Corp | 37,725 | $5.78M | 1.17% | +1,700+4.7% | Added |