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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; 1,601 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: 1,437 institutionsQ1 2026: 1,497 institutionsQ2 2026: 1,601 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 20261,601$160.7B
Q1 20261,497$133.3B
Q4 20251,437$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
Dynamic Advisor Solutions LLC1,759$269.5K0.01%+1,759New
Ronald Blue Trust, Inc.1,757$269.2K0.00%+801+83.8%Added
Intrua Financial, LLC1,748$267.8K0.04%+152+9.5%Added
True North Advisors, LLC1,741$266.7K0.05%00.0%Unchanged
Cercano Management LLC1,736$266.0K0.01%−122,127−98.6%Reduced
Cahill Financial Advisors Inc1,716$262.9K0.04%+1+0.1%Added
Focus Financial Network, Inc.1,714$262.6K0.01%−149−8.0%Reduced
Fortitude Advisory Group L.L.C.1,794$261.3K0.19%−20−1.1%Reduced
QTR Family Wealth, LLC1,705$261.2K0.20%+1,705New
Leavell Investment Management, Inc.1,700$260.5K0.01%00.0%Unchanged
Middleton & Co Inc1,700$260.5K0.03%00.0%Unchanged
Lafayette Investments, Inc.1,699$260.3K0.06%00.0%Unchanged
RFG Advisory, LLC1,698$260.2K0.01%−187−9.9%Reduced
Colonial Trust Advisors1,692$259.2K0.02%−25−1.5%Reduced
Western Wealth Management, LLC1,689$258.8K0.02%−694−29.1%Reduced
Roehl & Yi Investment Advisors, LLC1,670$255.9K0.14%+75+4.7%Added
GTS Securities LLC1,668$255.6K0.01%−2,365−58.6%Reduced
VestGen Advisors, LLC1,667$255.4K0.01%+1,667New
Lokken Investment Group LLC1,665$255.1K0.11%+10+0.6%Added
Mechanics Bank Trust Department1,649$252.6K0.03%00.0%Unchanged
Global X Japan Co., Ltd.1,630$249.7K0.03%+323+24.7%Added
Accurate Wealth Management, LLC1,746$249.0K0.05%+48+2.8%Added
Sentry Investment Management LLC1,796$249.0K0.17%−536−23.0%Reduced
Hilltop Holdings Inc.1,622$248.4K0.02%+1,622New
Gateway Investment Advisers LLC1,608$246.4K0.00%+1,608New
Investment Partners, Ltd.1,607$246.3K0.10%+5+0.3%Added
Hunter Associates Investment Management LLC1,600$246.0K0.04%00.0%Unchanged
Capital Investment Advisory Services, LLC1,605$245.9K0.02%+1,605New
Cherokee Insurance Co1,600$245.1K0.11%00.0%Unchanged
Inceptionr LLC1,599$245.0K0.07%+1,599New
CWA Asset Management Group, LLC1,592$243.9K0.01%+1,592New
E Fund Management Co., Ltd.1,590$243.6K0.01%+1,590New
Liberty Wealth Management LLC1,588$243.3K0.05%00.0%Unchanged
Investment Advisory Services Inc1,580$242.1K0.09%−100−6.0%Reduced
Parkside Financial Bank & Trust1,578$241.8K0.03%+141+9.8%Added
Moloney Securities Asset Management, LLC1,574$241.1K0.03%−299−16.0%Reduced
Fortis Group Advisors, LLC1,571$240.7K0.05%+1,521+3,042.0%Added
Regent Peak Wealth Advisors LLC1,570$240.5K0.06%−24−1.5%Reduced
Gsa Capital Partners LLP1,569$240.0K0.02%+1,569New
Schneider Downs Wealth Management Advisors, LP1,562$239.3K0.04%+1,562New
Moody National Bank Trust Division1,551$237.6K0.02%+1,551New
SummitTX Capital, L.P.1,550$237.5K0.01%+1,550New
Abel Hall, LLC1,549$237.3K0.14%+1,549New
Zions Bancorporation, National Association1,539$235.8K0.01%+1,539New
Advisor Resource Council1,787$235.0K0.02%+1,787New
Onefund, LLC1,527$234.0K0.24%+1,527New
Procyon Private Wealth Partners, LLC1,526$233.8K0.01%+1,526New
Bogart Wealth, LLC1,526$233.8K0.01%+7+0.5%Added
Community Trust & Investment Co1,520$232.9K0.01%+1,520New
Kohmann Bosshard Financial Services, LLC1,519$232.7K0.03%−3−0.2%Reduced
Stonebrook Private Inc.1,509$231.2K0.06%+1,509New
Founders Financial Securities LLC1,549$230.9K0.02%+1,549New
Hanson & Doremus Investment Management1,500$230.0K0.03%00.0%Unchanged
Wealthcare Advisory Partners LLC1,500$229.8K0.01%+1,500New
Cidel Asset Management Inc1,499$229.7K0.02%−154−9.3%Reduced
Pinnacle Financial Partners Inc1,496$229.2K0.00%+1,496New
Courier Capital LLC1,495$229.0K0.01%+1,495New
Riverview Trust Co1,494$228.9K0.23%−10−0.7%Reduced
Trust Investment Advisors1,486$227.7K0.15%+1,486New
Larson Financial Group LLC1,485$227.5K0.01%+849+133.5%Added
Onyx Bridge Wealth Group LLC1,485$227.5K0.03%+1,485New
Challenger Wealth Management1,483$227.2K0.18%+1,483New
Avidian Wealth Solutions, LLC1,477$226.2K0.01%−880−37.3%Reduced
Sowell Financial Services LLC1,476$226.2K0.01%+1,476New
SRS Capital Advisors, Inc.1,473$225.7K0.01%+434+41.8%Added
Birch Hill Investment Advisors LLC1,472$225.5K0.01%+1,472New
Flagship Harbor Advisors, LLC1,459$223.5K0.01%+1,459New
FourThought Financial Partners, LLC1,457$223.2K0.02%+1,457New
Smith, Moore & Co.1,455$223.0K0.02%+1,455New
KCM Investment Advisors LLC1,455$222.9K0.01%+1,455New
Advisors Capital Management, LLC1,454$222.9K0.00%+1,454New
Signature Estate & Investment Advisors LLC1,451$222.3K0.01%−360−19.9%Reduced
Fairscale Capital, LLC1,448$221.8K0.20%00.0%Unchanged
Phillips Wealth Planners LLC1,552$221.4K0.23%+1,552New
Values Added Financial LLC1,443$221.1K0.12%+1,443New
FineMark National Bank & Trust1,438$220.3K0.01%+1,438New
Vectors Research Management, LLC1,430$219.0K0.08%+1,430New
Robertson Stephens Wealth Management, LLC1,427$218.6K0.01%+1,427New
Oxford Financial Group Ltd1,422$217.9K0.02%+1,422New
Rothschild Investment LLC1,416$216.9K0.01%+53+3.9%Added
Mattern Wealth Management LLC1,400$214.5K0.05%+1,400New
Cornerstone Wealth Group, LLC1,394$213.6K0.02%+1,394New
Stonebridge Capital Advisors LLC1,388$212.7K0.02%+1,388New
MV Capital Management, Inc.1,388$212.7K0.02%+9+0.7%Added
Chicago Partners Investment Group LLC1,401$212.0K0.01%+1,401New
McElhenny Sheffield Capital Management, LLC1,381$211.6K0.08%+1,381New
Bridgewater Advisors Inc.1,390$210.6K0.02%+1,390New
Charter Trust Co1,370$209.9K0.01%+1,370New
Phocas Financial Corp.1,354$207.4K0.03%+1,354New
Harmony Asset Management LLC1,351$207.0K0.09%+1,351New
Aberdeen Wealth Management LLC1,350$206.8K0.14%+1,350New
Aspire Private Capital, LLC1,350$206.8K0.05%+1,350New
XML Financial, LLC1,334$204.4K0.02%−456−25.5%Reduced
Angeles Wealth Management, LLC1,332$204.1K0.02%+1,332New
RIA Advisory Group LLC1,329$203.6K0.07%+1,329New
Moss Adams Wealth Advisors LLC1,324$202.9K0.02%+1,324New
Allen Mooney & Barnes Investment Advisors LLC1,323$202.7K0.03%+1,323New
Old Port Advisors1,314$201.3K0.06%+1,314New
Birch Financial Group, LLC1,312$201.0K0.18%+1,312New
May Hill Capital, LLC1,306$200.1K0.08%+1,306New