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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 3,976 | $609.2K | 0.01% | +131+3.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $607.0K | 0.22% | 00.0% | Unchanged |
| Glenview Trust Co | 3,950 | $605.2K | 0.01% | −8−0.2% | Reduced |
| Harbour Investments, Inc. | 3,948 | $604.9K | 0.02% | +462+13.3% | Added |
| Great Valley Advisor Group, Inc. | 3,939 | $603.5K | 0.01% | −27−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,893 | $596.4K | 0.02% | +1,564+67.2% | Added |
| Van Hulzen Asset Management, LLC | 3,852 | $590.2K | 0.05% | +8+0.2% | Added |
| Farringdon Capital, Ltd. | 3,852 | $590.2K | 0.30% | +3,852 | New |
| MQS Management LLC | 3,824 | $585.9K | 0.34% | +3,824 | New |
| Harvest Investment Services, LLC | 3,817 | $584.8K | 0.16% | +3,817 | New |
| Alps Advisors Inc | 3,800 | $582.2K | 0.00% | +995+35.5% | Added |
| Skopos Labs, Inc. | 3,781 | $579.2K | 0.13% | +1,922+103.4% | Added |
| Caldwell Sutter Capital, Inc. | 3,711 | $568.6K | 0.27% | −14−0.4% | Reduced |
| PDS Planning, Inc | 3,699 | $566.7K | 0.05% | +242+7.0% | Added |
| Moors & Cabot, Inc. | 3,679 | $563.7K | 0.03% | +7+0.2% | Added |
| Wealthspire Advisors, LLC | 3,678 | $563.5K | 0.00% | +227+6.6% | Added |
| Valeo Financial Advisors, LLC | 3,677 | $563.3K | 0.02% | +58+1.6% | Added |
| EverSource Wealth Advisors, LLC | 3,670 | $562.3K | 0.03% | −83−2.2% | Reduced |
| Panagora Asset Management Inc | 3,650 | $559.2K | 0.00% | +10.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,644 | $558.3K | 0.05% | +73+2.0% | Added |
| LCNB Corp | 3,604 | $552.2K | 0.20% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,601 | $551.7K | 0.02% | +140+4.0% | Added |
| Strategy Asset Managers LLC | 3,589 | $549.9K | 0.11% | +3,589 | New |
| AA Financial Advisors, LLC | 3,582 | $548.8K | 0.13% | +1,164+48.1% | Added |
| Peak Planning Group, LLC | 3,542 | $542.7K | 0.23% | +7+0.2% | Added |
| Graypoint LLC | 3,535 | $541.6K | 0.03% | +108+3.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $539.6K | 0.04% | 00.0% | Unchanged |
| Scientech Research LLC | 3,509 | $537.6K | 0.14% | +3,509 | New |
| Equitable Holdings, Inc. | 3,507 | $537.3K | 0.01% | +417+13.5% | Added |
| River Street Advisors LLC | 3,504 | $536.8K | 0.27% | +139+4.1% | Added |
| Boston Private Wealth LLC | 3,498 | $536.0K | 0.02% | +269+8.3% | Added |
| Stonebridge Financial Group, LLC | 3,457 | $529.6K | 0.06% | +5+0.1% | Added |
| CoreCap Advisors, LLC | 3,455 | $529.3K | 0.02% | +342+11.0% | Added |
| Monument Capital Management | 3,447 | $528.1K | 0.16% | −474−12.1% | Reduced |
| Conning Inc. | 3,428 | $525.2K | 0.02% | +151+4.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,422 | $524.3K | 0.29% | −113−3.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,374 | $516.9K | 0.10% | −70−2.0% | Reduced |
| Greenup Street Wealth Management LLC | 3,366 | $515.8K | 0.10% | −3,237−49.0% | Reduced |
| Mutual Advisors, LLC | 3,504 | $514.9K | 0.01% | +1,459+71.3% | Added |
| Nilsine Partners, LLC | 3,346 | $512.6K | 0.06% | +243+7.8% | Added |
| SFMG, LLC | 3,344 | $512.3K | 0.04% | +45+1.4% | Added |
| Lake Street Financial LLC | 3,338 | $511.4K | 0.08% | −80−2.3% | Reduced |
| CX Institutional | 3,334 | $511.0K | 0.02% | +405+13.8% | Added |
| Prairie Sky Financial Group LLC | 3,332 | $510.5K | 0.30% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $508.3K | 0.35% | 00.0% | Unchanged |
| Optas, LLC | 3,306 | $506.5K | 0.09% | +3,306 | New |
| Shelton Capital Management | 3,278 | $502.2K | 0.01% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,250 | $497.9K | 0.20% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,219 | $495.7K | 0.00% | −15,863−83.1% | Reduced |
| Callan Family Office, LLC | 3,200 | $490.3K | 0.04% | −895−21.9% | Reduced |
| Savvy Advisors, Inc. | 3,128 | $479.2K | 0.05% | +332+11.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,127 | $479.1K | 0.03% | −1,330−29.8% | Reduced |
| HBK Sorce Advisory LLC | 3,126 | $479.0K | 0.01% | +20+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 3,122 | $478.3K | 0.24% | −500−13.8% | Reduced |
| Balboa Wealth Partners | 3,106 | $475.9K | 0.11% | +583+23.1% | Added |
| Jacobi Capital Management LLC | 3,091 | $473.6K | 0.03% | +478+18.3% | Added |
| Kingswood Wealth Advisors, LLC | 3,086 | $472.8K | 0.04% | −974−24.0% | Reduced |
| Great Lakes Advisors, LLC | 3,081 | $472.0K | 0.00% | −658−17.6% | Reduced |
| Mission Financial Group, LLC | 2,381 | $470.8K | 0.44% | +2,381 | New |
| Koshinski Asset Management, Inc. | 3,028 | $463.9K | 0.04% | +359+13.5% | Added |
| Dividend Assets Capital, LLC | 3,000 | $459.6K | 0.09% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,984 | $457.2K | 0.01% | −384−11.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,975 | $455.8K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 2,973 | $455.5K | 0.00% | +1,004+51.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,972 | $455.3K | 0.01% | +118+4.1% | Added |
| Legacy Financial Advisors, Inc. | 2,967 | $454.6K | 0.08% | +180+6.5% | Added |
| Personal Cfo Solutions, LLC | 2,959 | $453.4K | 0.09% | −227−7.1% | Reduced |
| Purkiss Capital Advisors LLC | 2,950 | $452.0K | 0.34% | +521+21.4% | Added |
| Keel Point, LLC | 2,941 | $450.6K | 0.04% | +492+20.1% | Added |
| Cambria Investment Management, L.P. | 2,929 | $448.8K | 0.03% | −1,361−31.7% | Reduced |
| Keystone Financial Group | 2,914 | $446.5K | 0.05% | +4+0.1% | Added |
| Avestar Capital, LLC | 2,903 | $444.8K | 0.04% | −295−9.2% | Reduced |
| Net Worth Advisory Group | 2,894 | $443.3K | 0.14% | −1,353−31.9% | Reduced |
| Lynx Capital Group Ltd | 2,878 | $440.9K | 0.23% | −123−4.1% | Reduced |
| Cetera Trust Company, N.A | 2,850 | $436.6K | 0.28% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,833 | $434.0K | 0.18% | +900+46.6% | Added |
| Strategic Investment Advisors | 2,832 | $433.9K | 0.05% | +2,832 | New |
| Whipplewood Advisors, LLC | 2,765 | $430.4K | 0.25% | −144−5.0% | Reduced |
| Simon Quick Advisors, LLC | 2,784 | $426.6K | 0.02% | +589+26.8% | Added |
| ICONIQ Capital, LLC | 2,773 | $424.9K | 0.01% | +216+8.4% | Added |
| Harbor Investment Advisory, LLC | 2,766 | $423.8K | 0.04% | +1,170+73.3% | Added |
| Bryn Mawr Trust Co | 2,747 | $420.9K | 0.01% | −27−1.0% | Reduced |
| Capital Analysts, LLC | 2,745 | $420.0K | 0.02% | +2+0.1% | Added |
| Lindbrook Capital, LLC | 2,717 | $416.3K | 0.04% | +158+6.2% | Added |
| Visionary Wealth Advisors | 2,710 | $415.2K | 0.02% | −50−1.8% | Reduced |
| SMART Wealth LLC | 2,682 | $411.0K | 0.15% | +2,682 | New |
| Pitcairn Co | 2,669 | $408.9K | 0.02% | +3+0.1% | Added |
| Bowman & Co S.C. | 2,665 | $408.3K | 0.20% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,659 | $407.4K | 0.10% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,652 | $406.3K | 0.05% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,651 | $406.2K | 0.08% | +237+9.8% | Added |
| Whalerock Point Partners, LLC | 2,638 | $404.2K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,620 | $401.4K | 0.14% | +290+12.4% | Added |
| Essex Financial Services, Inc. | 2,618 | $401.1K | 0.03% | +23+0.9% | Added |
| Safeguard Investment Advisory Group, LLC | 2,612 | $400.2K | 0.11% | +12+0.5% | Added |
| Advisory Services Network, LLC | 2,592 | $397.1K | 0.01% | −53−2.0% | Reduced |
| Marex Group plc | 2,564 | $392.8K | 0.01% | +2,564 | New |
| Wharton Business Group, LLC | 2,555 | $391.0K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2,545 | $389.9K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,530 | $387.6K | 0.02% | −141−5.3% | Reduced |