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 |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 11,794 | $1.81M | 0.04% | +555+4.9% | Added |
| Arbor Capital Management Inc | 11,638 | $1.80M | 1.74% | +174+1.5% | Added |
| Stance Capital LLC | 11,716 | $1.80M | 1.33% | +11,716 | New |
| Quantessence Capital LLC | 11,600 | $1.78M | 0.44% | +11,600 | New |
| Benjamin Edwards Inc | 11,378 | $1.74M | 0.02% | −10,952−49.0% | Reduced |
| GAMMA Investing LLC | 11,344 | $1.74M | 0.13% | +1,380+13.8% | Added |
| J.W. Cole Advisors, Inc. | 11,310 | $1.73M | 0.05% | +7,522+198.6% | Added |
| Abn Amro Investment Solutions | 11,300 | $1.73M | 0.04% | +2,218+24.4% | Added |
| Coldstream Capital Management Inc | 11,231 | $1.72M | 0.04% | +575+5.4% | Added |
| Resources Investment Advisors, LLC. | 11,178 | $1.71M | 0.02% | −13−0.1% | Reduced |
| Azzad Asset Management Inc | 11,136 | $1.71M | 0.20% | +259+2.4% | Added |
| GAM Holding AG | 11,136 | $1.71M | 0.13% | +11,136 | New |
| Jump Financial, LLC | 11,077 | $1.70M | 0.03% | +11,077 | New |
| Checchi Capital Advisers, LLC | 11,003 | $1.69M | 0.12% | +1,797+19.5% | Added |
| SG Americas Securities, LLC | 10,901 | $1.67M | 0.01% | −5,237−32.5% | Reduced |
| Paradigm Asset Management Co LLC | 10,838 | $1.66M | 0.44% | 00.0% | Unchanged |
| Twin Capital Management Inc | 10,788 | $1.65M | 0.19% | +10,788 | New |
| MUFG Securities Americas Inc. | 10,784 | $1.65M | 0.19% | +2,052+23.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,766 | $1.65M | 0.01% | −6,170−36.4% | Reduced |
| Signaturefd, LLC | 10,762 | $1.65M | 0.03% | +465+4.5% | Added |
| Welch Group, LLC | 10,700 | $1.64M | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11,003 | $1.62M | 0.08% | +8,508+341.0% | Added |
| LGT Fund Management Co Ltd. | 10,470 | $1.60M | 0.14% | −1,783−14.6% | Reduced |
| Dorsey Wright & Associates | 10,455 | $1.60M | 0.41% | +10,455 | New |
| Beacon Pointe Advisors, LLC | 10,366 | $1.59M | 0.02% | −4,596−30.7% | Reduced |
| Virtus Investment Advisers, Inc. | 10,361 | $1.59M | 0.43% | +9,576+1,219.9% | Added |
| Greenleaf Trust | 10,248 | $1.57M | 0.01% | +828+8.8% | Added |
| NFP Retirement, Inc. | 10,234 | $1.57M | 0.12% | +86+0.8% | Added |
| Frank, Rimerman Advisors LLC | 10,225 | $1.57M | 0.12% | +606+6.3% | Added |
| CAPROCK Group, Inc. | 10,199 | $1.56M | 0.05% | +827+8.8% | Added |
| Sequoia Financial Advisors, LLC | 10,183 | $1.56M | 0.01% | +1,052+11.5% | Added |
| Financial Counselors Inc | 10,152 | $1.56M | 0.02% | −120−1.2% | Reduced |
| Baird Financial Group, Inc. | 10,136 | $1.55M | 0.00% | −1,778−14.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,119 | $1.55M | 0.55% | −1,102−9.8% | Reduced |
| Summit Global Investments | 10,109 | $1.55M | 0.11% | +3,184+46.0% | Added |
| Stephens Inc | 10,104 | $1.55M | 0.02% | −204−2.0% | Reduced |
| Glenmede Trust Co NA | 10,017 | $1.53M | 0.01% | +1,234+14.0% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.53M | 0.13% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 9,975 | $1.53M | 0.77% | +8,313+500.2% | Added |
| GWM Advisors LLC | 9,794 | $1.50M | 0.01% | −144−1.4% | Reduced |
| Prospera Financial Services Inc | 9,722 | $1.49M | 0.03% | −249−2.5% | Reduced |
| Prelude Capital Management, LLC | 9,715 | $1.49M | 0.15% | −3,442−26.2% | Reduced |
| Agate Pass Investment Management, LLC | 9,685 | $1.48M | 0.63% | +2,770+40.1% | Added |
| Walleye Capital LLC | 9,622 | $1.47M | 0.02% | +4,673+94.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,536 | $1.46M | 0.49% | −123−1.3% | Reduced |
| Jeppson Wealth Management, LLC | 9,523 | $1.46M | 0.53% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,509 | $1.46M | 0.05% | −1,103−10.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,478 | $1.45M | 0.05% | +113+1.2% | Added |
| Davy Global Fund Management Ltd | 9,382 | $1.44M | 0.17% | −880−8.6% | Reduced |
| HighPoint Advisor Group LLC | 9,476 | $1.44M | 0.08% | −2,747−22.5% | Reduced |
| American Assets Capital Advisers, LLC | 9,346 | $1.43M | 0.60% | −950−9.2% | Reduced |
| Arkadios Wealth Advisors | 9,237 | $1.42M | 0.05% | +2,819+43.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,117 | $1.40M | 0.05% | −709−7.2% | Reduced |
| Banco Santander, S.A. | 9,105 | $1.39M | 0.02% | +202+2.3% | Added |
| Trueblood Wealth Management, LLC | 9,049 | $1.39M | 0.64% | +10.0% | Added |
| Sigma Planning Corp | 8,991 | $1.38M | 0.04% | +2,715+43.3% | Added |
| Ballentine Partners, LLC | 8,928 | $1.37M | 0.02% | +3,004+50.7% | Added |
| TownSquare Capital, LLC | 8,917 | $1.37M | 0.01% | +2,275+34.3% | Added |
| Scotia Capital Inc. | 8,822 | $1.35M | 0.01% | +8,822 | New |
| Horizon Investments, LLC | 8,818 | $1.35M | 0.04% | +840+10.5% | Added |
| PFG Investments, LLC | 8,717 | $1.34M | 0.09% | −1,336−13.3% | Reduced |
| Williamson Legacy Group, LLC | 8,579 | $1.31M | 1.25% | +2,147+33.4% | Added |
| Tradewinds, LLC. | 8,575 | $1.31M | 0.37% | −99−1.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,552 | $1.31M | 0.03% | +4,256+99.1% | Added |
| Cullinan Associates Inc | 8,465 | $1.30M | 0.09% | −5,052−37.4% | Reduced |
| Schnieders Capital Management LLC | 8,404 | $1.29M | 0.28% | −300−3.4% | Reduced |
| Ofi Invest Asset Management | 9,062 | $1.29M | 0.03% | −887−8.9% | Reduced |
| Prestige Wealth Management Group LLC | 8,296 | $1.27M | 0.27% | +297+3.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,171 | $1.25M | 0.47% | +35+0.4% | Added |
| Profund Advisors LLC | 8,165 | $1.25M | 0.05% | −1,380−14.5% | Reduced |
| Atlantic Union Bankshares Corp | 8,159 | $1.25M | 0.08% | +159+2.0% | Added |
| Waterloo Capital, L.P. | 7,982 | $1.22M | 0.11% | +621+8.4% | Added |
| Ancora Advisors, LLC | 7,898 | $1.21M | 0.03% | +45+0.6% | Added |
| Wedmont Private Capital | 8,379 | $1.20M | 0.06% | +1,158+16.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 7,796 | $1.19M | 0.99% | +165+2.2% | Added |
| Bessemer Group Inc | 7,723 | $1.18M | 0.00% | −191−2.4% | Reduced |
| Sax Wealth Advisors, LLC | 7,719 | $1.18M | 0.08% | +7,719 | New |
| Highview Capital Management LLC | 7,629 | $1.17M | 0.49% | +7,629 | New |
| Stratos Wealth Partners, LTD. | 7,626 | $1.17M | 0.02% | −6,198−44.8% | Reduced |
| Capital Square, LLC | 7,546 | $1.16M | 0.68% | +951+14.4% | Added |
| We Are One Seven, LLC | 7,510 | $1.15M | 0.04% | +177+2.4% | Added |
| Stiles Financial Services Inc | 7,483 | $1.15M | 0.44% | −124−1.6% | Reduced |
| Edgestream Partners, L.P. | 7,412 | $1.14M | 0.04% | −6,965−48.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,289 | $1.12M | 0.26% | −675−8.5% | Reduced |
| Brookstone Capital Management | 7,179 | $1.10M | 0.02% | +2,172+43.4% | Added |
| Fig Financial Advisory Services Inc | 7,118 | $1.09M | 0.77% | −950−11.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,808 | $1.08M | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,058 | $1.08M | 0.09% | +7,058 | New |
| Geneos Wealth Management Inc. | 7,022 | $1.08M | 0.04% | +514+7.9% | Added |
| Farmers & Merchants Investments Inc | 6,993 | $1.07M | 0.03% | +20+0.3% | Added |
| Buckingham Strategic Partners | 6,965 | $1.07M | 0.02% | +1,266+22.2% | Added |
| Busey Wealth Management | 6,961 | $1.07M | 0.04% | +80+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 6,958 | $1.07M | 0.01% | +2,945+73.4% | Added |
| Alteri Wealth LLC | 6,920 | $1.06M | 0.47% | −256−3.6% | Reduced |
| Wealth Architects, LLC | 6,902 | $1.06M | 0.12% | +6,902 | New |
| Lazard Asset Management LLC | 6,874 | $1.05M | 0.00% | −1,983−22.4% | Reduced |
| USA Financial Portformulas Corp | 6,850 | $1.05M | 0.17% | −2,179−24.1% | Reduced |
| Summit Trail Advisors, LLC | 6,756 | $1.04M | 0.03% | +2,571+61.4% | Added |
| Integrated Wealth Concepts LLC | 6,732 | $1.03M | 0.01% | +401+6.3% | Added |
| Bailard, Inc. | 6,729 | $1.03M | 0.03% | +513+8.3% | Added |