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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
Saudi Central Bank245$37.5K0.20%+245New
Boyd Watterson Asset Management LLC228$34.9K0.01%00.0%Unchanged
WPG Advisers, LLC221$33.9K0.03%+49+28.5%Added
Newbridge Financial Services Group, Inc.220$33.7K0.01%−103−31.9%Reduced
Optimum Investment Advisors212$32.5K0.02%00.0%Unchanged
N.E.W. Advisory Services LLC212$32.5K0.00%+212New
Franchise Capital Ltd209$32.0K0.02%+209New
Meeder Asset Management Inc207$31.7K0.00%−97−31.9%Reduced
First Command Advisory Services, Inc.205$31.4K0.00%−195−48.8%Reduced
Hughes Financial Services, LLC203$31.3K0.01%+203New
PSI Advisors, LLC203$31.1K0.01%00.0%Unchanged
Global Trust Asset Management, LLC200$30.6K0.02%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$30.6K0.02%00.0%Unchanged
Broadwater Capital Management LLC200$30.6K0.02%00.0%Unchanged
NBT Bank N A195$29.9K0.00%+1+0.5%Added
Roxbury Financial LLC189$29.0K0.03%+1+0.5%Added
Trust Co of Vermont188$28.8K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.186$28.4K0.03%+4+2.2%Added
Smallwood Wealth Investment Management, LLC185$28.3K0.02%+185New
McIlrath & Eck, LLC184$28.2K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.183$28.0K0.01%+8+4.6%Added
Harbor Capital Advisors, Inc.184$28.0K0.00%+184New
Bank of New Hampshire182$27.9K0.01%00.0%Unchanged
ZynergyRetirementPlanningLLC216$27.2K0.02%+216New
GPS Wealth Strategies Group, LLC177$27.1K0.00%+1+0.6%Added
Wealth Preservation Advisors, LLC173$26.5K0.02%+173New
Sittner & Nelson, LLC171$26.2K0.01%00.0%Unchanged
Bellevue Asset Management, LLC170$26.1K0.01%+1+0.6%Added
South State Corp.169$25.9K0.00%+148+704.8%Added
Atlantic Edge Private Wealth Management, LLC166$25.4K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc191$24.1K0.00%00.0%Unchanged
Park Place Capital Corp152$23.3K0.01%+1+0.7%Added
Albion Financial Group148$22.7K0.00%00.0%Unchanged
Grove Bank & Trust147$22.5K0.00%−552−79.0%Reduced
Burkett Financial Services, LLC145$22.2K0.01%+1+0.7%Added
Hazlett, Burt & Watson, Inc.142$22.0K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC142$21.8K0.03%+142New
Provenance Wealth Advisors, LLC139$21.3K0.00%00.0%Unchanged
Brown Brothers Harriman & Co136$20.8K0.00%−5−3.5%Reduced
Activest Wealth Management134$20.5K0.01%+129+2,580.0%Added
Center for Financial Planning, Inc.133$20.4K0.00%00.0%Unchanged
Arlington Trust Co LLC131$20.1K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC130$19.9K0.01%+130New
Sunbelt Securities, Inc.126$19.3K0.00%−100−44.2%Reduced
Evermay Wealth Management LLC125$19.2K0.00%00.0%Unchanged
Ogorek Anthony Joseph128$19.0K0.01%+128New
Y.D. More Investments Ltd124$18.8K0.00%+12+10.7%Added
Highline Wealth Partners LLC119$18.2K0.01%+19+19.0%Added
West Paces Advisors Inc.117$17.9K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC111$17.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners115$17.0K0.00%00.0%Unchanged
Vision Financial Markets LLC109$16.7K0.02%00.0%Unchanged
Dunhill Financial, LLC105$16.1K0.01%−23−18.0%Reduced
Wolff Wiese Magana LLC105$16.1K0.01%−23−18.0%Reduced
IMA Wealth, Inc.103$15.8K0.00%+103New
Abound Wealth Management102$15.6K0.01%−24−19.0%Reduced
Robinswood Financial LLC101$15.5K0.01%00.0%Unchanged
Barrett & Company, Inc.100$15.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$15.3K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$15.3K0.00%00.0%Unchanged
Perkins Coie Trust Co100$15.3K0.00%+100New
iA Global Asset Management Inc.99$15.0K0.00%+99New
Mowery & Schoenfeld Wealth Management, LLC94$14.4K0.03%00.0%Unchanged
Winch Advisory Services, LLC93$14.3K0.00%00.0%Unchanged
Wayfinding Financial, LLC96$14.0K0.01%+96New
New Millennium Group LLC91$13.9K0.01%00.0%Unchanged
High Note Wealth, LLC86$13.2K0.00%+7+8.9%Added
Marshall & Sterling Wealth Advisors Inc.85$13.0K0.01%+85New
Citizens National Bank Trust Department83$12.7K0.00%00.0%Unchanged
Red Tortoise LLC81$12.4K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.78$11.9K0.01%00.0%Unchanged
Hager Investment Management Services, LLC77$11.8K0.01%+72+1,440.0%Added
Binnacle Investments Inc77$11.8K0.01%+77New
Raffa Wealth Management, LLC73$11.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC75$11.1K0.00%+39+108.3%Added
Avion Wealth88$11.0K0.00%00.0%Unchanged
Hemington Wealth Management78$11.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.9,393$9.39K0.00%+9,393New
Navigoe, LLC60$9.00K0.01%00.0%Unchanged
Birchbrook, Inc.58$8.94K0.01%−150−72.1%Reduced
American National Bank55$8.43K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.55$8.43K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.55$8.21K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.51$7.81K0.00%−154−75.1%Reduced
VSM Wealth Advisory, LLC50$7.66K0.00%00.0%Unchanged
Peoples Bank50$7.66K0.01%00.0%Unchanged
First Pacific Financial49$7.51K0.00%+49New
Global Financial Private Client, LLC47$7.20K0.00%00.0%Unchanged
Capital A Wealth Management, LLC46$7.05K0.01%+2+4.5%Added
Riggs Asset Managment Co. Inc.46$7.05K0.00%+8+21.1%Added
Compass Financial Services Inc46$7.00K0.00%−46−50.0%Reduced
Aspect Partners, LLC45$6.89K0.00%+3+7.1%Added
Kayne Anderson Rudnick Investment Management LLC37$5.76K0.00%−21−36.2%Reduced
MJT & Associates Financial Advisory Group, Inc.37$5.67K0.01%+37New
New England Capital Financial Advisors LLC34$5.21K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$5.21K0.00%−7−17.1%Reduced
WealthTrak Capital Management LLC33$5.06K0.00%+22+200.0%Added
DT Investment Partners, LLC32$4.90K0.00%00.0%Unchanged
TD Capital Management LLC31$4.77K0.00%+26+520.0%Added
City Holding Co31$4.75K0.00%+31New