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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 23,929 | $3.67M | 1.22% | −10,933−31.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 23,700 | $3.66M | 0.20% | +23,700 | New |
| Lincluden Management Ltd | 23,741 | $3.64M | 0.46% | 00.0% | Unchanged |
| Perpetual Ltd | 23,554 | $3.61M | 0.04% | −650−2.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 23,315 | $3.58M | 0.66% | +23,315 | New |
| L & S Advisors Inc | 23,026 | $3.53M | 0.44% | +23,026 | New |
| Wiley Bros.-Aintree Capital, LLC | 22,868 | $3.52M | 0.04% | +1,616+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 22,420 | $3.44M | 0.02% | −1,251−5.3% | Reduced |
| Achmea Investment Management B.V. | 22,160 | $3.40M | 0.05% | +6,611+42.5% | Added |
| Advisors Preferred, LLC | 21,963 | $3.39M | 0.45% | +21,963 | New |
| United Capital Financial Advisers, LLC | 21,889 | $3.35M | 0.03% | +1,574+7.7% | Added |
| Quantbot Technologies LP | 21,812 | $3.34M | 0.11% | +16,276+294.0% | Added |
| Man Group plc | 21,613 | $3.31M | 0.01% | +21,613 | New |
| Argentarii, LLC | 21,491 | $3.29M | 1.63% | +653+3.1% | Added |
| FJ Capital Management LLC | 21,409 | $3.28M | 0.34% | +2,068+10.7% | Added |
| Brinker Capital Investments, LLC | 21,217 | $3.25M | 0.03% | +3,504+19.8% | Added |
| Orion Portfolio Solutions, LLC | 21,217 | $3.25M | 0.03% | +3,504+19.8% | Added |
| Catalyst Funds Management Pty Ltd | 21,100 | $3.23M | 0.85% | +21,100 | New |
| Assenagon Asset Management S.A. | 21,064 | $3.23M | 0.01% | +133+0.6% | Added |
| Beck Capital Management, LLC | 21,042 | $3.22M | 0.95% | +1,159+5.8% | Added |
| FORA Capital, LLC | 20,802 | $3.19M | 0.32% | +20,802 | New |
| Illinois Municipal Retirement Fund | 20,691 | $3.17M | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 20,408 | $3.13M | 0.10% | +13,451+193.3% | Added |
| Asset Planning,Inc | 20,396 | $3.12M | 2.45% | −192−0.9% | Reduced |
| Ossiam | 20,343 | $3.12M | 0.04% | +1,761+9.5% | Added |
| Meiji Yasuda Life Insurance Co | 20,280 | $3.11M | 0.06% | −4,749−19.0% | Reduced |
| Omers Administration Corp | 20,194 | $3.09M | 0.03% | −3,297−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,180 | $3.09M | 0.11% | +786+4.1% | Added |
| Kinneret Advisory, LLC | 19,915 | $3.05M | 0.31% | −67−0.3% | Reduced |
| V-Square Quantitative Management LLC | 19,612 | $3.00M | 0.44% | +753+4.0% | Added |
| BCJ Capital Management, LLC | 19,590 | $3.00M | 0.22% | +19,590 | New |
| Concurrent Investment Advisors, LLC | 19,532 | $2.99M | 0.07% | +373+1.9% | Added |
| Nicola Wealth Management Ltd. | 19,502 | $2.99M | 0.29% | +807+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,377 | $2.97M | 0.05% | +594+3.2% | Added |
| Commerce Bank | 19,293 | $2.96M | 0.02% | −1,362−6.6% | Reduced |
| Forte Capital LLC | 19,086 | $2.92M | 0.35% | +70.0% | Added |
| Hamilton Capital Partners Inc. | 19,059 | $2.92M | 0.19% | −4,228−18.2% | Reduced |
| J. Safra Sarasin Holding AG | 19,029 | $2.92M | 0.05% | −157−0.8% | Reduced |
| Bleakley Financial Group, LLC | 18,849 | $2.89M | 0.09% | +8,859+88.7% | Added |
| Vestmark Advisory Solutions, Inc. | 18,622 | $2.85M | 0.07% | +4,205+29.2% | Added |
| Greenland Capital Management LP | 18,454 | $2.83M | 0.48% | +18,454 | New |
| Private Advisor Group, LLC | 18,059 | $2.77M | 0.02% | −1,084−5.7% | Reduced |
| Fairfield Financial Advisors, LTD | 18,027 | $2.76M | 1.04% | +2,403+15.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,926 | $2.75M | 0.20% | +7,703+75.3% | Added |
| Investment Management Corp of Ontario | 17,616 | $2.70M | 0.06% | −6,640−27.4% | Reduced |
| Nations Financial Group Inc, | 17,424 | $2.67M | 0.20% | +12,530+256.0% | Added |
| Siemens Fonds Invest GmbH | 17,323 | $2.65M | 0.18% | +17,323 | New |
| Capital Investment Advisors, LLC | 17,244 | $2.64M | 0.05% | −84−0.5% | Reduced |
| Park Avenue Securities LLC | 17,043 | $2.61M | 0.03% | +3,587+26.7% | Added |
| Sandy Spring Bank | 16,982 | $2.60M | 0.11% | +470+2.8% | Added |
| Everence Capital Management Inc | 16,900 | $2.59M | 0.18% | +900+5.6% | Added |
| Centaurus Financial, Inc. | 16,704 | $2.56M | 0.15% | −431−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,586 | $2.54M | 0.23% | −1,025−5.8% | Reduced |
| Liberty Capital Management, Inc. | 16,529 | $2.53M | 0.56% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,512 | $2.53M | 0.02% | −621−3.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,375 | $2.51M | 0.23% | −25−0.2% | Reduced |
| Kestra Advisory Services, LLC | 16,316 | $2.50M | 0.01% | −1,305−7.4% | Reduced |
| Sumitomo Life Insurance Co | 16,079 | $2.46M | 0.09% | −181−1.1% | Reduced |
| Verde Capital Management | 16,070 | $2.46M | 0.70% | +187+1.2% | Added |
| Wahed Invest LLC | 16,002 | $2.45M | 0.42% | +414+2.7% | Added |
| Entropy Technologies, LP | 15,959 | $2.45M | 0.24% | +6,772+73.7% | Added |
| RSM US Wealth Management LLC | 15,924 | $2.44M | 0.04% | +1,895+13.5% | Added |
| Oddo BHF Asset Management SAS | 15,803 | $2.42M | 0.10% | +13,409+560.1% | Added |
| Quadrature Capital Ltd | 15,765 | $2.42M | 0.05% | −21,447−57.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,328 | $2.35M | 0.02% | +956+6.7% | Added |
| Donoghue Forlines LLC | 15,281 | $2.34M | 0.74% | −1,334−8.0% | Reduced |
| CWM, LLC | 15,180 | $2.33M | 0.01% | +767+5.3% | Added |
| O'Rourke & Company, Inc | 15,118 | $2.32M | 1.15% | −26−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,080 | $2.31M | 0.03% | −288−1.9% | Reduced |
| Great Diamond Partners, LLC | 15,066 | $2.31M | 0.63% | +10,894+261.1% | Added |
| Empowered Funds, LLC | 14,790 | $2.27M | 0.03% | +3,564+31.7% | Added |
| Proquility Private Wealth Partners, LLC | 14,586 | $2.23M | 0.69% | −1,999−12.1% | Reduced |
| Denali Advisors LLC | 14,567 | $2.23M | 0.25% | +400+2.8% | Added |
| Old Second National Bank of Aurora | 14,535 | $2.23M | 0.52% | +194+1.4% | Added |
| NTV Asset Management LLC | 14,424 | $2.21M | 0.29% | 00.0% | Unchanged |
| Bard Associates Inc | 14,284 | $2.19M | 0.82% | −50−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 14,256 | $2.18M | 0.30% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 14,189 | $2.17M | 0.11% | +9,049+176.1% | Added |
| Nebula Research & Development LLC | 13,873 | $2.13M | 0.20% | +13,873 | New |
| Quadrant Capital Group LLC | 13,829 | $2.12M | 0.08% | +5,787+72.0% | Added |
| RDA Financial Network | 13,821 | $2.12M | 0.63% | −915−6.2% | Reduced |
| Advance Capital Management, Inc. | 13,670 | $2.09M | 0.10% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,532 | $2.07M | 0.12% | +1,519+12.6% | Added |
| United Services Automobile Association | 13,488 | $2.07M | 0.06% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 13,282 | $2.05M | 0.70% | −383−2.8% | Reduced |
| Pinebridge Investments, L.P. | 13,274 | $2.03M | 0.02% | +8,336+168.8% | Added |
| American Financial Advisors, LLC | 13,266 | $2.03M | 0.29% | −319−2.3% | Reduced |
| Drake & Associates, LLC | 13,216 | $2.02M | 0.57% | +2,633+24.9% | Added |
| Independent Financial Group, LLC | 12,982 | $1.99M | 0.07% | +1,700+15.1% | Added |
| Independent Advisor Alliance | 12,969 | $1.99M | 0.07% | +156+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 12,744 | $1.95M | 0.02% | +176+1.4% | Added |
| Penserra Capital Management LLC | 12,740 | $1.95M | 0.03% | +3,449+37.1% | Added |
| Mount Lucas Management LP | 12,713 | $1.95M | 0.92% | +12,713 | New |
| Allianz SE | 12,683 | $1.94M | 0.05% | −719−5.4% | Reduced |
| Wesbanco Bank Inc | 12,676 | $1.94M | 0.07% | −471−3.6% | Reduced |
| AIA Group Ltd | 12,500 | $1.92M | 0.05% | +300+2.5% | Added |
| HB Wealth Management, LLC | 12,291 | $1.88M | 0.02% | +3,100+33.7% | Added |
| Machina Capital S.A.S. | 12,242 | $1.88M | 0.56% | +5,153+72.7% | Added |
| Change Path, LLC | 11,986 | $1.84M | 0.05% | −1,130−8.6% | Reduced |
| Garrison Bradford & Associates Inc | 11,926 | $1.83M | 2.01% | 00.0% | Unchanged |