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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,437 | $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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1,290 | $197.6K | 0.08% | −830−39.2% | Reduced |
| Quent Capital, LLC | 1,245 | $190.7K | 0.02% | +250+25.1% | Added |
| Key Financial Inc | 1,231 | $188.6K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,226 | $187.8K | 0.08% | +1,106+921.7% | Added |
| Westside Investment Management, Inc. | 1,200 | $184.8K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,200 | $183.9K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,174 | $179.9K | 0.00% | +494+72.6% | Added |
| Eastern Bank | 1,152 | $176.5K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,151 | $176.3K | 0.09% | +1,151 | New |
| Colonial Trust Co | 1,146 | $175.6K | 0.03% | −81−6.6% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $168.7K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,058 | $162.1K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,033 | $158.2K | 0.02% | +4+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | $157.3K | 0.07% | +191+22.8% | Added |
| Board of the Pension Protection Fund | 1,000 | $153.2K | 0.17% | −6,300−86.3% | Reduced |
| Sit Investment Associates Inc | 990 | $152.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 947 | $145.1K | 0.01% | +2+0.2% | Added |
| SJS Investment Consulting Inc. | 936 | $143.4K | 0.02% | −110−10.5% | Reduced |
| Bollard Group LLC | 929 | $142.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $135.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 860 | $131.0K | 0.01% | +860 | New |
| AdvisorNet Financial, Inc | 814 | $124.7K | 0.01% | +137+20.2% | Added |
| First United Bank Trust | 800 | $122.6K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 785 | $120.3K | 0.08% | −8,033−91.1% | Reduced |
| GHP Investment Advisors, Inc. | 775 | $118.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 740 | $113.4K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 736 | $112.8K | 0.09% | 00.0% | Unchanged |
| CVA Family Office, LLC | 733 | $112.3K | 0.02% | +80+12.3% | Added |
| Inlight Wealth Management, LLC | 720 | $110.3K | 0.07% | +720 | New |
| HHM Wealth Advisors, LLC | 716 | $109.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 715 | $109.5K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 700 | $107.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 695 | $106.5K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 691 | $105.9K | 0.02% | −138−16.6% | Reduced |
| Golden State Wealth Management, LLC | 662 | $101.5K | 0.02% | −11−1.6% | Reduced |
| Wiser Advisor Group LLC | 656 | $100.5K | 0.15% | +3+0.5% | Added |
| Glen Eagle Advisors, LLC | 625 | $95.8K | 0.02% | −1−0.2% | Reduced |
| First Horizon Advisors, Inc. | 616 | $94.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 616 | $94.4K | 0.04% | +110+21.7% | Added |
| UMA Financial Services, Inc. | 615 | $94.2K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 599 | $92.3K | 0.03% | +599 | New |
| Creative Financial Designs Inc | 583 | $89.3K | 0.01% | +44+8.2% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $87.9K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 571 | $87.5K | 0.01% | +117+25.8% | Added |
| Bank & Trust Co | 550 | $84.3K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 533 | $81.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $80.7K | 0.00% | +527 | New |
| Avalon Trust Co | 517 | $79.2K | 0.01% | +517 | New |
| Cary Street Partners Financial LLC | 511 | $78.3K | 0.00% | −828−61.8% | Reduced |
| Creekmur Asset Management LLC | 505 | $77.4K | 0.02% | −3−0.6% | Reduced |
| Valley National Advisers Inc | 508 | $77.0K | 0.01% | +3+0.6% | Added |
| MCF Advisors LLC | 500 | $76.6K | 0.01% | −24−4.6% | Reduced |
| ORG Partners LLC | 477 | $73.5K | 0.02% | −1−0.2% | Reduced |
| Spire Wealth Management | 474 | $72.6K | 0.00% | −7−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 470 | $72.0K | 0.04% | −37−7.3% | Reduced |
| FSA Wealth Management LLC | 465 | $71.3K | 0.03% | +2+0.4% | Added |
| Pinnacle Bancorp, Inc. | 450 | $68.9K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 433 | $66.4K | 0.02% | +1+0.2% | Added |
| Cape Investment Advisory, Inc. | 422 | $64.7K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 411 | $63.0K | 0.01% | +8+2.0% | Added |
| Caldwell Trust Co | 410 | $62.8K | 0.01% | −200−32.8% | Reduced |
| Mechanics Financial Corp | 400 | $61.3K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $61.3K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 399 | $61.1K | 0.00% | +151+60.9% | Added |
| Private Trust Co NA | 394 | $60.4K | 0.01% | +15+4.0% | Added |
| Atlas Capital Advisors LLC | 394 | $60.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 385 | $59.1K | 0.02% | +385 | New |
| Loomis Sayles & Co L P | 384 | $59.0K | 0.00% | −207−35.0% | Reduced |
| Versant Capital Management, Inc | 381 | $58.4K | 0.01% | +81+27.0% | Added |
| Sachetta, LLC | 379 | $58.1K | 0.02% | −1−0.3% | Reduced |
| TCTC Holdings, LLC | 379 | $58.1K | 0.00% | +66+21.1% | Added |
| Rise Advisors, LLC | 365 | $55.9K | 0.02% | +69+23.3% | Added |
| Financial Perspectives, Inc | 359 | $55.0K | 0.02% | −216−37.6% | Reduced |
| Silvant Capital Management LLC | 348 | $53.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $51.8K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 333 | $51.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 328 | $50.3K | 0.01% | +12+3.8% | Added |
| GW&K Investment Management, LLC | 326 | $50.0K | 0.00% | +56+20.7% | Added |
| West Financial Advisors, LLC | 320 | $49.0K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth LLC | 307 | $47.0K | 0.05% | +7+2.3% | Added |
| JNBA Financial Advisors | 300 | $46.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $46.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $46.0K | 0.00% | +300 | New |
| Private Wealth Asset Management, LLC | 300 | $46.0K | 0.01% | +300 | New |
| Fortitude Family Office, LLC | 297 | $45.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 294 | $45.0K | 0.01% | +107+57.2% | Added |
| Hantz Financial Services, Inc. | 292 | $45.0K | 0.00% | +292 | New |
| Bell Investment Advisors, Inc | 289 | $44.3K | 0.01% | −3−1.0% | Reduced |
| Hollencrest Capital Management | 283 | $43.4K | 0.00% | +68+31.6% | Added |
| Covestor Ltd | 277 | $43.0K | 0.03% | −267−49.1% | Reduced |
| NewSquare Capital LLC | 278 | $42.6K | 0.00% | +172+162.3% | Added |
| eCIO, Inc. | 42,000 | $41.9K | 0.01% | +42,000 | New |
| Truvestments Capital LLC | 271 | $41.5K | 0.01% | +271 | New |
| Manitou Investment Management Ltd. | 270 | $41.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 261 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 258 | $39.5K | 0.00% | +3+1.2% | Added |
| Salem Investment Counselors Inc | 255 | $39.1K | 0.00% | +24+10.4% | Added |
| Cherry Tree Wealth Management, LLC | 250 | $38.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 245 | $37.7K | 0.03% | +25+11.4% | Added |