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 |
|---|---|---|---|---|---|
| Emergent Wealth Advisors, LLC | 6,680 | $1.02M | 0.74% | +3,429+105.5% | Added |
| Level Four Advisory Services, LLC | 6,590 | $1.01M | 0.04% | +78+1.2% | Added |
| Richwood Investment Advisors, LLC | 6,570 | $1.01M | 0.86% | −250−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 6,564 | $1.01M | 0.03% | +6,564 | New |
| Synovus Financial Corp | 6,508 | $997.1K | 0.01% | +2,853+78.1% | Added |
| Everhart Financial Group, Inc. | 6,474 | $991.9K | 0.14% | +405+6.7% | Added |
| Centiva Capital, LP | 6,457 | $989.3K | 0.06% | −11,125−63.3% | Reduced |
| Dodds Wealth, LLC | 6,422 | $983.9K | 0.32% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $982.5K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,359 | $974.3K | 0.04% | +725+12.9% | Added |
| Huntington National Bank | 6,354 | $973.5K | 0.01% | +29+0.5% | Added |
| RiverFront Investment Group, LLC | 6,345 | $972.1K | 0.02% | +6,345 | New |
| Jackson Creek Investment Advisors LLC | 6,318 | $968.0K | 0.31% | −351−5.3% | Reduced |
| Ellevest, Inc. | 6,302 | $965.5K | 0.06% | +808+14.7% | Added |
| Values First Advisors, Inc. | 6,258 | $958.9K | 0.56% | +22+0.4% | Added |
| Cigna Investments Inc | 6,231 | $955.0K | 0.18% | −82−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,626 | $953.3K | 0.04% | −970−12.8% | Reduced |
| Savant Capital, LLC | 6,168 | $945.0K | 0.01% | −2,803−31.2% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $940.4K | 0.53% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,110 | $936.2K | 0.01% | −1,151−15.9% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $923.1K | 0.49% | −50−0.8% | Reduced |
| Finward Bancorp | 5,973 | $915.1K | 0.79% | −250−4.0% | Reduced |
| Fulcrum Capital LLC | 5,957 | $912.7K | 0.20% | −169−2.8% | Reduced |
| Quest Partners LLC | 5,901 | $904.1K | 0.10% | +5,901 | New |
| 180 Wealth Advisors, LLC | 5,878 | $900.6K | 0.14% | +3,188+118.5% | Added |
| Ingalls & Snyder LLC | 5,860 | $898.0K | 0.03% | −386−6.2% | Reduced |
| Allworth Financial LP | 6,074 | $897.5K | 0.01% | +995+19.6% | Added |
| Smartleaf Asset Management LLC | 5,806 | $890.8K | 0.09% | −37−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,764 | $883.1K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,755 | $881.8K | 0.03% | +396+7.4% | Added |
| Good Life Advisors, LLC | 5,744 | $880.1K | 0.06% | +69+1.2% | Added |
| Texas Yale Capital Corp. | 5,731 | $878.1K | 0.04% | +17+0.3% | Added |
| Commerzbank Aktiengesellschaft | 5,712 | $876.0K | 0.02% | +133+2.4% | Added |
| Burke & Herbert Bank & Trust Co | 5,680 | $870.2K | 0.21% | −728−11.4% | Reduced |
| Madden Advisory Services, Inc. | 5,627 | $862.1K | 0.40% | −232−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,622 | $861.3K | 0.02% | −98−1.7% | Reduced |
| Monetary Management Group Inc | 5,600 | $858.0K | 0.23% | −750−11.8% | Reduced |
| Apollon Wealth Management, LLC | 5,564 | $852.4K | 0.02% | +717+14.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,555 | $851.1K | 0.07% | −2,632−32.1% | Reduced |
| ProVise Management Group, LLC | 5,525 | $846.5K | 0.07% | −1,675−23.3% | Reduced |
| Morse Asset Management, Inc | 5,525 | $846.5K | 0.21% | +5,475+10,950.0% | Added |
| Stableford Capital II LLC | 5,725 | $843.1K | 0.36% | +5,725 | New |
| Lumbard & Kellner, LLC | 5,496 | $842.0K | 0.37% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,494 | $841.7K | 0.03% | +3,422+165.2% | Added |
| Dogwood Wealth Management LLC | 5,455 | $835.8K | 0.44% | +609+12.6% | Added |
| Foundations Investment Advisors, LLC | 5,446 | $834.3K | 0.02% | +381+7.5% | Added |
| Parallel Advisors, LLC | 5,441 | $833.7K | 0.02% | +859+18.7% | Added |
| Qtron Investments LLC | 5,376 | $823.7K | 0.12% | +833+18.3% | Added |
| Sara-Bay Financial | 5,329 | $817.6K | 0.36% | +29+0.5% | Added |
| Integrity Alliance, LLC. | 5,315 | $814.3K | 0.03% | +5,315 | New |
| Retirement Planning Co of New England, Inc. | 5,259 | $805.9K | 0.41% | −97−1.8% | Reduced |
| Trustmark National Bank Trust Department | 5,247 | $803.9K | 0.06% | +1,720+48.8% | Added |
| Farther Finance Advisors, LLC | 5,209 | $803.0K | 0.02% | +1,661+46.8% | Added |
| IHT Wealth Management, LLC | 5,220 | $799.7K | 0.02% | +131+2.6% | Added |
| Marshall Financial Group LLC | 5,189 | $794.9K | 0.17% | +254+5.1% | Added |
| Ostrum Asset Management | 5,177 | $793.2K | 0.04% | −40−0.8% | Reduced |
| Sagespring Wealth Partners, LLC | 5,145 | $788.2K | 0.02% | +837+19.4% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $775.2K | 0.50% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,034 | $771.3K | 0.01% | +347+7.4% | Added |
| Hartford Funds Management Co LLC | 5,011 | $767.7K | 0.07% | +5,011 | New |
| ARS Wealth Advisors Group, LLC | 4,988 | $764.2K | 0.11% | −33−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,979 | $762.8K | 0.04% | +441+9.7% | Added |
| Investment Advisory Group, LLC | 4,889 | $749.0K | 0.25% | 00.0% | Unchanged |
| LongView Wealth Management | 4,871 | $746.4K | 0.22% | −107−2.1% | Reduced |
| AlphaCore Capital LLC | 4,864 | $745.2K | 0.06% | +342+7.6% | Added |
| Legacy Wealth Asset Management, LLC | 4,856 | $744.0K | 0.21% | −29−0.6% | Reduced |
| Tower Bridge Advisors | 4,850 | $743.1K | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,842 | $741.9K | 0.04% | +21+0.4% | Added |
| Davenport & Co LLC | 4,775 | $731.6K | 0.00% | +103+2.2% | Added |
| Prudent Man Advisors, LLC | 4,774 | $731.4K | 0.27% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,725 | $723.9K | 0.02% | +410+9.5% | Added |
| Associated Banc-Corp | 4,703 | $720.5K | 0.02% | −11−0.2% | Reduced |
| LRI Investments, LLC | 4,694 | $719.2K | 0.07% | −259−5.2% | Reduced |
| BSW Wealth Partners | 4,661 | $714.1K | 0.11% | +1,768+61.1% | Added |
| Manske Wealth Management | 4,641 | $711.1K | 0.27% | −1,472−24.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,584 | $702.3K | 0.06% | −74−1.6% | Reduced |
| Panoramic Investment Advisors, LLC | 4,552 | $697.4K | 0.47% | −100−2.1% | Reduced |
| Clearstead Advisors, LLC | 4,494 | $688.5K | 0.01% | −10.0% | Reduced |
| Carmel Capital Partners, LLC | 4,467 | $684.4K | 0.27% | −73−1.6% | Reduced |
| Sage Mountain Advisors LLC | 4,437 | $679.7K | 0.05% | +551+14.2% | Added |
| Plato Investment Management Ltd | 4,387 | $679.4K | 0.06% | +1,312+42.7% | Added |
| Premier Path Wealth Partners, LLC | 4,427 | $678.3K | 0.11% | +77+1.8% | Added |
| Syon Capital LLC | 4,398 | $673.7K | 0.05% | −8−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $673.7K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 4,372 | $669.8K | 0.06% | +53+1.2% | Added |
| Fidelis Capital Partners, LLC | 4,521 | $664.4K | 0.07% | +852+23.2% | Added |
| HF Advisory Group, LLC | 4,335 | $664.2K | 0.29% | −16−0.4% | Reduced |
| Proficio Capital Partners LLC | 4,328 | $663.1K | 0.05% | +281+6.9% | Added |
| Tuttle Tactical Management | 4,321 | $662.0K | 2.91% | +1,128+35.3% | Added |
| Gold Investment Management Ltd. | 4,320 | $661.9K | 0.28% | −164−3.7% | Reduced |
| Southland Equity Partners LLC | 4,275 | $655.0K | 0.15% | −93−2.1% | Reduced |
| Cresset Asset Management, LLC | 4,257 | $652.2K | 0.00% | −1,397−24.7% | Reduced |
| Brighton Jones LLC | 4,223 | $647.0K | 0.02% | +38+0.9% | Added |
| Comprehensive Money Management Services LLC | 4,216 | $645.9K | 0.52% | −60−1.4% | Reduced |
| Whittier Trust Co | 4,168 | $638.6K | 0.01% | −34−0.8% | Reduced |
| Baldwin Investment Management, LLC | 4,076 | $624.5K | 0.08% | +49+1.2% | Added |
| Hendershot Investments Inc. | 4,073 | $624.1K | 0.08% | −43−1.0% | Reduced |
| Principal Securities, Inc. | 4,935 | $622.0K | 0.01% | +185+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 3,989 | $611.1K | 0.02% | −126−3.1% | Reduced |
| Perigon Wealth Management, LLC | 3,986 | $610.7K | 0.02% | +437+12.3% | Added |