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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 51,324 | $7.86M | 0.05% | +15,947+45.1% | Added |
| Consolidated Planning Corp | 50,006 | $7.66M | 1.05% | +3,450+7.4% | Added |
| Warren Averett Asset Management, LLC | 49,628 | $7.60M | 0.09% | +35,823+259.5% | Added |
| CIBC World Markets Inc. | 49,532 | $7.59M | 0.02% | −123,701−71.4% | Reduced |
| Cinctive Capital Management LP | 48,884 | $7.49M | 0.60% | −37,459−43.4% | Reduced |
| Mizuho Securities USA LLC | 48,782 | $7.47M | 0.16% | −7,284−13.0% | Reduced |
| Pacer Advisors, Inc. | 48,480 | $7.43M | 0.02% | −13,290−21.5% | Reduced |
| Brevan Howard Capital Management LP | 47,731 | $7.31M | 0.21% | +47,731 | New |
| GeoWealth Management, LLC | 47,362 | $7.26M | 0.29% | +1,909+4.2% | Added |
| Windward Capital Management Co | 47,269 | $7.24M | 0.62% | −1,603−3.3% | Reduced |
| ASR Vermogensbeheer N.V. | 47,012 | $7.20M | 0.11% | +47,012 | New |
| Pathstone Holdings, LLC | 46,318 | $7.09M | 0.03% | +1,124+2.5% | Added |
| Truist Financial Corp | 45,777 | $7.01M | 0.01% | +10,336+29.2% | Added |
| CI Private Wealth, LLC | 45,201 | $6.93M | 0.01% | +2,613+6.1% | Added |
| Aptus Capital Advisors, LLC | 44,952 | $6.89M | 0.08% | +40,443+896.9% | Added |
| US Bancorp | 44,927 | $6.88M | 0.01% | +824+1.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 44,900 | $6.88M | 0.20% | +960+2.2% | Added |
| Peapack Gladstone Financial Corp | 44,563 | $6.83M | 0.10% | −1,494−3.2% | Reduced |
| FFG Partners, LLC | 44,225 | $6.78M | 2.79% | +44,225 | New |
| MML Investors Services, LLC | 43,260 | $6.63M | 0.02% | +4,937+12.9% | Added |
| Carret Asset Management, LLC | 42,995 | $6.59M | 0.74% | −1,172−2.7% | Reduced |
| Callahan Advisors, LLC | 42,723 | $6.55M | 0.62% | +280+0.7% | Added |
| Los Angeles Capital Management LLC | 42,655 | $6.54M | 0.03% | −70,037−62.1% | Reduced |
| Vident Advisory, LLC | 42,141 | $6.46M | 0.09% | +11,707+38.5% | Added |
| Kentucky Retirement Systems | 42,086 | $6.45M | 0.20% | +2,319+5.8% | Added |
| Verition Fund Management LLC | 42,082 | $6.45M | 0.04% | +37,446+807.7% | Added |
| GDS Wealth Management | 41,894 | $6.42M | 0.55% | +14,991+55.7% | Added |
| Avantax Advisory Services, Inc. | 40,469 | $6.20M | 0.04% | −310−0.8% | Reduced |
| Patton Fund Management, Inc. | 39,711 | $6.08M | 1.47% | −11,691−22.7% | Reduced |
| Primecap Management Co | 39,500 | $6.05M | 0.01% | +39,500 | New |
| Northwestern Mutual Wealth Management Co | 39,356 | $6.03M | 0.00% | −1,058−2.6% | Reduced |
| PEAK6 LLC | 39,160 | $6.00M | 0.23% | +39,160 | New |
| Colony Group, LLC | 39,033 | $5.98M | 0.01% | +878+2.3% | Added |
| Generali Asset Management SPA SGR | 38,836 | $5.95M | 0.15% | −9,393−19.5% | Reduced |
| Atria Investments LLC | 38,592 | $5.91M | 0.08% | +1,869+5.1% | Added |
| Vanderbilt University | 38,442 | $5.89M | 1.12% | +7,797+25.4% | Added |
| Naviter Wealth, LLC | 38,099 | $5.85M | 0.71% | +1,311+3.6% | Added |
| Spirit of America Management Corp | 37,725 | $5.78M | 1.17% | +1,700+4.7% | Added |
| Impact Asset Management GmbH | 37,630 | $5.77M | 2.26% | +37,630 | New |
| Hartford Investment Management Co | 37,201 | $5.70M | 0.20% | +568+1.6% | Added |
| Triasima Portfolio Management inc. | 37,108 | $5.69M | 1.12% | +25,108+209.2% | Added |
| Modern Wealth Management, LLC | 37,052 | $5.68M | 0.18% | −5,212−12.3% | Reduced |
| Oppenheimer Asset Management Inc. | 36,914 | $5.66M | 0.07% | +3,212+9.5% | Added |
| Gulf International Bank (UK) Ltd | 36,426 | $5.58M | 0.19% | −9,535−20.7% | Reduced |
| Tower Research Capital LLC (TRC) | 36,375 | $5.57M | 0.17% | +12,702+53.7% | Added |
| Allstate Corp | 36,241 | $5.55M | 0.16% | +2,669+8.0% | Added |
| Sterling Capital Management LLC | 36,186 | $5.54M | 0.09% | +57+0.2% | Added |
| KMG Fiduciary Partners, LLC | 36,148 | $5.54M | 0.46% | −95−0.3% | Reduced |
| Garland Capital Management Inc | 35,443 | $5.43M | 5.08% | −5,300−13.0% | Reduced |
| Capital International Sarl | 35,317 | $5.41M | 0.12% | +12,563+55.2% | Added |
| Brown Advisory Inc | 35,296 | $5.41M | 0.01% | +416+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,251 | $5.40M | 0.02% | −306−0.9% | Reduced |
| Engineers Gate Manager LP | 33,948 | $5.20M | 0.09% | +14,680+76.2% | Added |
| Brasada Capital Management, LP | 37,927 | $5.18M | 1.03% | +393+1.0% | Added |
| XTX Topco Ltd | 33,784 | $5.18M | 0.26% | +33,784 | New |
| Point72 (DIFC) Ltd | 33,228 | $5.09M | 0.49% | +33,228 | New |
| Louisiana State Employees Retirement System | 32,800 | $5.03M | 0.10% | +1,000+3.1% | Added |
| D L Carlson Investment Group Inc | 32,733 | $5.02M | 0.96% | −1,364−4.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,366 | $4.96M | 0.03% | −105,767−76.6% | Reduced |
| Securian Asset Management, Inc | 32,272 | $4.94M | 0.15% | +560+1.8% | Added |
| Legacy CG, LLC | 32,131 | $4.92M | 1.59% | +1,070+3.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $4.84M | 0.45% | 00.0% | Unchanged |
| Groupama Asset Managment | 15,101 | $4.82M | 0.10% | – | – |
| Blair William & Co | 31,048 | $4.76M | 0.01% | +1,834+6.3% | Added |
| Raiffeisen Bank International AG | 30,875 | $4.74M | 0.08% | +25,362+460.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,251 | $4.63M | 0.05% | −331−1.1% | Reduced |
| Stevens Capital Management LP | 30,057 | $4.61M | 1.14% | +16,993+130.1% | Added |
| Shell Asset Management Co | 29,935 | $4.59M | 0.22% | −2,377−7.4% | Reduced |
| Oppenheimer & Co Inc | 29,667 | $4.55M | 0.07% | +1,503+5.3% | Added |
| Kestra Private Wealth Services, LLC | 28,880 | $4.42M | 0.07% | +2,957+11.4% | Added |
| Westover Capital Advisors, LLC | 28,830 | $4.42M | 0.98% | −2,403−7.7% | Reduced |
| Maryland State Retirement & Pension System | 28,816 | $4.41M | 0.11% | −4,199−12.7% | Reduced |
| Banque Cantonale Vaudoise | 28,711 | $4.40M | 0.19% | +28,711 | New |
| Diversified Trust Co | 28,711 | $4.40M | 0.11% | +18,301+175.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,289 | $4.33M | 0.40% | +207+0.7% | Added |
| Beacon Financial Planning, Inc | 27,893 | $4.27M | 2.46% | +1,780+6.8% | Added |
| E. Ohman J:or Asset Management AB | 27,874 | $4.27M | 0.11% | −800−2.8% | Reduced |
| New Mexico Educational Retirement Board | 27,648 | $4.24M | 0.15% | +100+0.4% | Added |
| ING Groep NV | 27,591 | $4.23M | 0.03% | +2,240+8.8% | Added |
| Pensionfund Sabic | 27,559 | $4.22M | 1.26% | −1,000−3.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 27,551 | $4.22M | 0.83% | −595−2.1% | Reduced |
| Portfolio Design Labs, LLC | 27,416 | $4.20M | 0.87% | +27,416 | New |
| Crossmark Global Holdings, Inc. | 26,705 | $4.09M | 0.07% | −1,076−3.9% | Reduced |
| Kornitzer Capital Management Inc | 26,400 | $4.04M | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 26,186 | $4.01M | 0.17% | +26,186 | New |
| National Asset Management, Inc. | 25,982 | $3.98M | 0.12% | +3,113+13.6% | Added |
| Boston Family Office LLC | 25,832 | $3.96M | 0.28% | −803−3.0% | Reduced |
| Spinnaker Trust | 25,824 | $3.96M | 0.26% | −5,351−17.2% | Reduced |
| Ieq Capital, LLC | 25,641 | $3.93M | 0.03% | +2,252+9.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.91M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 25,457 | $3.90M | 0.03% | −655−2.5% | Reduced |
| Merit Financial Group, LLC | 25,286 | $3.87M | 0.06% | +729+3.0% | Added |
| IMC-Chicago, LLC | 25,237 | $3.87M | 0.15% | +25,237 | New |
| Jain Global LLC | 25,198 | $3.86M | 0.08% | +25,198 | New |
| Impax Asset Management Group plc | 24,989 | $3.83M | 0.02% | −2,552−9.3% | Reduced |
| Romano Brothers and Company | 24,987 | $3.83M | 0.50% | −466−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 24,846 | $3.81M | 0.70% | +1,840+8.0% | Added |
| Vontobel Holding Ltd. | 24,605 | $3.77M | 0.01% | +9,987+68.3% | Added |
| Summit Place Financial Advisors, LLC | 24,210 | $3.71M | 2.09% | −750−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 24,166 | $3.70M | 0.04% | −584−2.4% | Reduced |