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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,237 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,437 institutionsQ1 2026: 1,497 institutionsQ2 2026: 1,601 institutions
Value heldQ1 2025: $97.4B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,601$160.7B
Q1 20261,497$133.3B
Q4 20251,437$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2024.

Institutions holding WELL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Capital Partners, LLC2,524$386.7K0.10%00.0%Unchanged
Fiduciary Trust Co2,515$385.3K0.01%−145−5.5%Reduced
Retireful, LLC2,498$383.2K0.37%+2,498New
M&G Plc2,504$383.1K0.00%+849+51.3%Added
Mosaic Family Wealth Partners, LLC2,500$383.0K0.05%00.0%Unchanged
Corient IA LLC2,500$383.0K0.27%+2,500New
Rehmann Capital Advisory Group2,497$382.6K0.02%+111+4.7%Added
Hudock, Inc.2,483$380.6K0.07%+4+0.2%Added
IFG Advisory, LLC2,478$379.7K0.02%+10.0%Added
Retirement Planning Group, LLC2,476$379.3K0.39%00.0%Unchanged
First National Bank of Mount Dora, Trust Investment Services2,455$376.1K0.09%00.0%Unchanged
Moran Wealth Management, LLC2,454$376.0K0.01%+2,454New
bLong Financial, LLC2,450$375.4K0.33%00.0%Unchanged
IFP Advisors, Inc2,444$374.4K0.01%+1,017+71.3%Added
Wedbush Securities Inc2,444$374.0K0.01%+157+6.9%Added
44 Wealth Management LLC2,423$371.2K0.14%−105−4.2%Reduced
Marcum Wealth, LLC2,418$370.5K0.03%−37−1.5%Reduced
Clifford Swan Investment Counsel LLC2,406$368.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB2,406$368.6K0.01%+297+14.1%Added
Pensionmark Financial Group, LLC2,400$367.7K0.01%+164+7.3%Added
St Germain D J Co Inc2,392$366.5K0.02%−1,107−31.6%Reduced
Cambiar Investors LLC2,374$363.7K0.02%−64−2.6%Reduced
Contravisory Investment Management, Inc.2,355$360.8K0.08%+117+5.2%Added
West Family Investments, Inc.2,353$360.5K0.14%−9−0.4%Reduced
Quotient Wealth Partners, LLC2,331$357.1K0.01%+269+13.0%Added
Financial Advocates Investment Management2,319$355.3K0.02%−713−23.5%Reduced
Valmark Advisers, Inc.2,316$354.8K0.01%+384+19.9%Added
MTM Investment Management, LLC2,300$354.5K0.14%00.0%Unchanged
Atom Investors LP2,313$354.4K0.04%−96−4.0%Reduced
Planned Solutions, Inc.2,307$353.5K0.15%00.0%Unchanged
Titleist Asset Management, LLC2,307$353.4K0.04%00.0%Unchanged
Mather Group, LLC.2,296$351.8K0.00%+243+11.8%Added
Register Financial Advisors LLC2,250$344.7K0.18%00.0%Unchanged
AGH Wealth Advisors, LLC2,250$344.7K0.33%+222+10.9%Added
Pinnacle Wealth Planning Services, Inc.2,234$342.3K0.05%+154+7.4%Added
Florida Financial Advisors, LLC2,224$340.2K0.13%+2,224New
Blue Fin Capital, Inc.2,210$338.6K0.07%00.0%Unchanged
Continuum Advisory, LLC2,192$335.8K0.04%+435+24.8%Added
Bokf, NA2,190$335.5K0.01%−319−12.7%Reduced
Pflug Koory, LLC2,190$335.5K0.19%−25−1.1%Reduced
World Equity Group, Inc.2,183$334.5K0.10%+2,183New
Shelton Wealth Management, LLC2,173$332.9K0.19%+9+0.4%Added
MBB Public Markets I LLC2,153$329.9K0.04%+2,153New
Modera Wealth Management, LLC2,151$329.5K0.00%−94−4.2%Reduced
Verdence Capital Advisors LLC2,145$328.7K0.03%+20+0.9%Added
Baltimore-Washington Financial Advisors, Inc.2,137$327.4K0.02%00.0%Unchanged
Triad Wealth Partners, LLC2,132$326.6K0.10%−50−2.3%Reduced
Childress Capital Advisors, LLC2,131$326.5K0.09%−21−1.0%Reduced
Evoke Wealth, LLC2,125$325.5K0.01%+37+1.8%Added
Aureus Asset Management, LLC2,116$324.2K0.02%00.0%Unchanged
LaSalle St. Investment Advisors, LLC2,117$324.0K0.08%+17+0.8%Added
GM Advisory Group, Inc.2,100$321.7K0.02%+100+5.0%Added
Souders Financial Advisors2,097$321.3K0.04%+2,097New
Thurston, Springer, Miller, Herd & Titak, Inc.2,091$320.3K0.05%+628+42.9%Added
AE Wealth Management LLC2,083$319.1K0.00%+151+7.8%Added
YHB Investment Advisors, Inc.2,079$318.5K0.03%+2,079New
Northcape Wealth Management, LLC2,076$318.1K0.10%−16−0.8%Reduced
Guyasuta Investment Advisors Inc2,074$317.8K0.02%00.0%Unchanged
Woodmont Investment Counsel LLC2,071$317.3K0.02%−142−6.4%Reduced
Sherbrooke Park Advisers LLC2,059$315.5K0.15%+2,059New
Congress Wealth Management LLC2,059$314.6K0.00%+2,059New
Wealth Alliance2,052$314.4K0.04%+159+8.4%Added
Focused Wealth Management, Inc2,043$313.0K0.04%+2,043New
Flow Traders U.S. LLC2,023$310.0K0.01%−325−13.8%Reduced
Park Square Financial Group, LLC2,023$309.9K0.25%+1,925+1,964.3%Added
Warwick Investment Management, Inc.2,005$307.2K0.06%+2,005New
SNS Financial Group, LLC2,000$306.4K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$306.4K0.29%00.0%Unchanged
Motco1,996$305.8K0.03%+35+1.8%Added
Evanson Asset Management, LLC1,988$304.5K0.02%−1,792−47.4%Reduced
Carr Financial Group Corp1,979$303.2K0.10%−292−12.9%Reduced
CIBC Private Wealth Group, LLC2,217$302.6K0.00%−25−1.1%Reduced
Bridge Creek Capital Management LLC1,953$299.3K0.09%00.0%Unchanged
Commons Capital, LLC1,939$297.0K0.27%+4+0.2%Added
TD Private Client Wealth LLC1,931$295.8K0.01%+390+25.3%Added
Capital Advisors Wealth Management, LLC1,927$295.2K0.05%+9+0.5%Added
Prosperity Financial Group, Inc.1,924$294.8K0.15%+5+0.3%Added
Bullock Wealth Management Group1,892$291.6K0.16%−31−1.6%Reduced
One Degree Advisors Inc1,896$290.0K0.12%+11+0.6%Added
First Affirmative Financial Network1,887$289.1K0.18%−231−10.9%Reduced
Golden State Equity Partners1,880$288.0K0.06%−390−17.2%Reduced
Banco BTG Pactual S.A.1,869$286.3K0.07%+1,869New
Daymark Wealth Partners, LLC1,862$285.3K0.01%+97+5.5%Added
Apella Capital, LLC2,016$285.3K0.01%+112+5.9%Added
Catalyst Financial Partners LLC1,854$284.1K0.05%+77+4.3%Added
Legacy Advisors, LLC1,844$282.5K0.03%+134+7.8%Added
LMR Partners LLP1,837$281.4K0.01%−1,875−50.5%Reduced
Analyst IMS Investment Management Services Ltd.1,814$278.0K0.01%+1,814New
Valued Retirements, Inc.1,808$277.0K0.36%+18+1.0%Added
Foster Group, Inc.1,803$276.2K0.01%+1,803New
Strategic Blueprint, LLC1,802$276.1K0.02%−89−4.7%Reduced
Bridgefront Capital, LLC1,792$274.6K0.08%−529−22.8%Reduced
Walter & Keenan Financial Consulting Co1,791$274.4K0.08%+160+9.8%Added
Sivia Capital Partners, LLC1,783$273.2K0.13%+73+4.3%Added
Cromwell Holdings LLC1,781$272.9K0.18%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,781$272.9K0.16%+31+1.8%Added
Holderness Investments Co1,777$272.3K0.06%00.0%Unchanged
Readystate Asset Management LP1,769$271.0K0.01%+1,769New
Natural Investments, LLC1,773$271.0K0.08%+132+8.0%Added
Mystic Asset Management, Inc.1,765$270.4K0.07%00.0%Unchanged