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 |
|---|---|---|---|---|---|
| TFC Financial Management | 30 | $4.61K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 29 | $4.44K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $4.39K | 0.00% | +16+106.7% | Added |
| Millstone Evans Group, LLC | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 19 | $2.91K | 0.00% | +3+18.8% | Added |
| Duncker Streett & Co Inc | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $2.48K | 0.00% | +10+166.7% | Added |
| Trifecta Capital Advisors, LLC | 15 | $2.30K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 15 | $2.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 14 | $2.15K | 0.00% | −14−50.0% | Reduced |
| Core Alternative Capital | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $1.84K | 0.00% | +12 | New |
| BFSG, LLC | 11 | $1.69K | 0.00% | +11 | New |
| Plante Moran Financial Advisors, LLC | 11 | $1.69K | 0.00% | −35−76.1% | Reduced |
| Clean Yield Group | 11 | $1.69K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $1.56K | 0.00% | +4+57.1% | Added |
| American Capital Advisory, LLC | 10 | $1.53K | 0.00% | +10 | New |
| JDM Financial Group LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $1.53K | 0.00% | +10 | New |
| GoalVest Advisory LLC | 10 | $1.53K | 0.00% | +10 | New |
| 1620 Investment Advisors, Inc. | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 7 | $1.08K | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 7 | $1.07K | 0.00% | +1+16.7% | Added |
| Ruedi Wealth Management, Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5 | $767 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $766 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 5 | $766 | 0.00% | +5 | New |
| Transce3nd, LLC | 4 | $613 | 0.00% | −156−97.5% | Reduced |
| Bare Financial Services, Inc | 4 | $613 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $460 | 0.00% | +3 | New |
| Greenline Partners, LLC | 3 | $460 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $460 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $460 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,947−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −246,320−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −114,716−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −79,202−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −71,958−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −62,841−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −29,550−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,999−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −15,809−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −14,898−100.0% | Sold out |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −14,507−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,058−100.0% | Sold out |
| Old North State Wealth Management, LLC | 0 | $0 | 0.00% | −12,925−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −11,509−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,788−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −7,599−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,592−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Barnes Pettey Financial Advisors, LLC | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Echo Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |