Skip to main content
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; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.

Q2 2025 vs. Q1 2025

How the institutions holding Welltower Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WELL: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,237181,266+47
Shares635.8M646.6K647.5M+12.4M (+1.9%)
Value$97.4B$99.2M$99.5B+$2.18B (+2.2%)

18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (129)

Institutions that held Welltower Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 129 by value.

Institutions new to WELL in Q2 2025
InstitutionSharesValue% of portfolio
Capital World Investors1,589,496$244.4M0.04%
Swedbank AB666,219$102.4M0.12%
Congress Asset Management Co578,845$89.0M0.61%
Artisan Partners Limited Partnership469,952$72.2M0.11%
WCM Investment Management, LLC148,115$22.5M0.05%
Waratah Capital Advisors Ltd.135,788$20.9M1.42%
Easterly Investment Partners LLC131,796$20.3M1.45%
Kovitz Investment Group Partners, LLC106,218$16.3M0.07%
DLD Asset Management, LP87,950$13.5M1.60%
Cubist Systematic Strategies, LLC70,321$10.8M0.12%
Mediolanum International Funds Ltd67,942$10.3M0.12%
Longbow Finance SA58,895$9.05M0.97%
Kingdon Capital Management, L.L.C.55,000$8.46M1.63%
Jane Street Group, LLC54,732$8.41M0.01%
Mizuho Securities USA LLC42,931$6.60M0.14%
Vise Technologies, Inc.33,166$5.10M0.21%
Svenska Handelsbanken AB (publ)32,992$5.07M4.78%
Capital Fund Management S.A.31,686$4.87M0.05%
Westwood Holdings Group Inc.31,248$4.80M0.03%
La Banque Postale Asset Management SA24,971$3.84M0.05%
Transamerica Financial Advisors, Inc.20,957$3.22M0.30%
Bleichroeder LP20,000$3.07M0.76%
Marvin & Palmer Associates Inc19,841$3.05M2.62%
MASTERINVEST Kapitalanlage GmbH17,911$2.75M0.29%
Tudor Investment Corp Et Al17,206$2.65M0.02%
Chesley Taft & Associates LLC16,280$2.50M0.11%
Gladstone Institutional Advisory LLC15,897$2.44M0.10%
Dark Forest Capital Management LP15,687$2.41M0.10%
Blue Capital, Inc.15,128$2.33M1.65%
Canada Post Corp Registered Pension Plan13,120$2.02M0.12%
Landscape Capital Management, L.L.C.13,061$2.01M0.16%
Freestone Grove Partners LP11,905$1.83M0.01%
Western Financial Corp11,674$1.79M0.96%
Glenmede Investment Management, LP10,024$1.54M0.01%
Coastal Bridge Advisors, LLC10,010$1.54M0.13%
Westerkirk Capital Inc.10,000$1.54M0.19%
Union Bancaire Privee, UBP SA12,540$1.53M0.03%
Midwest Trust Co9,451$1.45M0.02%
HBK Investments L P9,244$1.42M0.03%
Phoenix Holdings Ltd.8,547$1.31M0.02%
Wetherby Asset Management Inc8,139$1.25M0.06%
Wolverine Asset Management LLC6,767$1.04M0.02%
Gordian Capital Singapore Pte Ltd6,500$999.2K1.52%
Fox Run Management, L.L.C.6,248$960.5K0.16%
Ibex Wealth Advisors5,905$907.8K0.10%
Saturna Capital CORP5,195$798.6K0.01%
Convergence Investment Partners, LLC5,154$792.4K0.20%
Morangie Management LLC5,017$771.3K0.67%
Lederer & Associates Investment Counsel4,696$722.0K0.48%
Fluent Financial, LLC4,510$693.3K0.29%
Global Retirement Partners, LLC4,479$688.5K0.02%
Graham Capital Management, L.P.4,041$621.2K0.02%
Belpointe Asset Management LLC3,922$602.9K0.03%
Fortis Capital Advisors, LLC3,913$601.5K0.11%
Capital Insight Partners, LLC3,500$538.1K0.09%
Ashton Thomas Securities, LLC3,357$516.1K0.12%
Jackson Wealth Management, LLC3,185$490.0K0.05%
GWN Securities Inc.2,956$456.0K0.08%
Fiera Capital Corp2,902$446.1K0.00%
Heartland Bank & Trust Co2,861$439.8K0.21%
Wakefield Asset Management LLLP2,757$423.8K0.12%
Grimes & Company, Inc.2,731$419.8K0.01%
Strategic Wealth Partners, Ltd.2,567$394.6K0.03%
Prosperity Consulting Group, LLC2,494$383.4K0.03%
Journey Strategic Wealth LLC2,411$370.6K0.01%
Parsonex Advisory Services, Inc.2,221$341.4K0.28%
Family Wealth Partners, LLC2,104$323.5K0.13%
Jackson Square Capital, LLC2,104$323.4K0.07%
Resonant Capital Advisors, LLC1,985$305.2K0.02%
Miracle Mile Advisors, LLC1,870$287.5K0.00%
MUFG Securities EMEA plc1,836$282.2K0.01%
PUREfi Wealth, LLC1,817$279.3K0.22%
Crawford Investment Counsel Inc1,731$266.1K0.00%
Alpine Global Management, LLC1,636$251.5K0.06%
Silver Oak Securities, Inc1,616$248.5K0.02%
Hardy Reed LLC1,573$241.7K0.02%
Gitterman Wealth Management, LLC1,488$229.0K0.05%
Argent Trust Co1,479$227.4K0.01%
Transcend Wealth Collective, LLC1,476$226.9K0.02%
FSM Wealth Advisors, LLC1,459$225.0K0.04%
Turtle Creek Wealth Advisors, LLC1,452$223.2K0.03%
Hancock Whitney Corp1,406$216.1K0.00%
Soltis Investment Advisors LLC1,386$213.0K0.02%
Sovran Advisors, LLC1,397$212.0K0.02%
Facet Wealth, Inc.1,279$211.1K0.00%
Werba Rubin Papier Wealth Management1,357$208.6K0.04%
Capstone Wealth Management Group, LLC1,343$206.5K0.20%
Revolve Wealth Partners, LLC1,339$205.8K0.03%
Crestwood Advisors Group LLC1,320$202.9K0.00%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH986$151.6K0.00%
Mount Yale Investment Advisors, LLC965$148.3K0.01%
Caitong International Asset Management Co., Ltd566$87.0K0.06%
Twin Peaks Wealth Advisors, LLC510$84.0K0.03%
Iron Horse Wealth Management, LLC440$67.6K0.02%
Clear Street Markets LLC423$65.0K0.02%
Copia Wealth Management333$51.2K0.04%
Scarborough Advisors, LLC267$41.0K0.01%
Essential Partners LLC188$28.9K0.01%
Oliver Lagore Vanvalin Investment Group156$23.9K0.01%
Solstein Capital, LLC148$22.8K0.01%

Sold out (82)

Institutions that held Welltower Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WELL in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Holocene Advisors, LP205,000$31.4M
Corebridge Financial, Inc.167,813$25.7M
Nomura Holdings Inc151,771$23.3M
Alyeska Investment Group, L.P.132,857$20.4M
Walleye Trading LLC119,054$18.2M
Beck Bode, LLC98,523$15.1M
Mirae Asset Global ETFs Holdings Ltd.87,406$13.4M
Twin Tree Management, LP55,517$8.51M
FFG Partners, LLC44,225$6.78M
IMC-Chicago, LLC25,237$3.87M
Jain Global LLC25,198$3.86M
Aster Capital Management (DIFC) Ltd23,315$3.58M
L & S Advisors Inc23,026$3.53M
FORA Capital, LLC20,802$3.19M
Donoghue Forlines LLC15,281$2.34M
United Services Automobile Association13,488$2.07M
GAM Holding AG11,136$1.71M
Financial Counselors Inc10,152$1.56M
Prelude Capital Management, LLC9,715$1.49M
TownSquare Capital, LLC8,917$1.37M
Scotia Capital Inc.8,822$1.35M
Tradewinds, LLC.8,575$1.31M
MQS Management LLC3,824$585.9K
Greenup Street Wealth Management LLC3,366$515.8K
Sustainable Insight Capital Management, LLC3,122$478.3K
Legacy Financial Advisors, Inc.2,967$454.6K
Retireful, LLC2,498$383.2K
Financial Advocates Investment Management2,319$355.3K
Titleist Asset Management, LLC2,307$353.4K
Flow Traders U.S. LLC2,023$310.0K
Warwick Investment Management, Inc.2,005$307.2K
Banco BTG Pactual S.A.1,869$286.3K
Legacy Advisors, LLC1,844$282.5K
LMR Partners LLP1,837$281.4K
Strategic Blueprint, LLC1,802$276.1K
Bridgefront Capital, LLC1,792$274.6K
Readystate Asset Management LP1,769$271.0K
Intrua Financial, LLC1,748$267.8K
RFG Advisory, LLC1,698$260.2K
Inceptionr LLC1,599$245.0K
Abel Hall, LLC1,549$237.3K
Advisor Resource Council1,787$235.0K
Procyon Private Wealth Partners, LLC1,526$233.8K
Trust Investment Advisors1,486$227.7K
Charter Trust Co1,370$209.9K
RIA Advisory Group LLC1,329$203.6K
Allen Mooney & Barnes Investment Advisors LLC1,323$202.7K
Old Port Advisors1,314$201.3K
Birch Financial Group, LLC1,312$201.0K
Quent Capital, LLC1,245$190.7K
Bayforest Capital Ltd1,226$187.8K
Washington Trust Co1,200$183.9K
Board of the Pension Protection Fund1,000$153.2K
Wiser Advisor Group LLC656$100.5K
Avalon Trust Co517$79.2K
Compass Wealth Management LLC400$61.3K
Centerpoint Advisors, LLC300$46.0K
eCIO, Inc.42,000$41.9K
Cherry Tree Wealth Management, LLC250$38.3K
Saudi Central Bank245$37.5K
Optimum Investment Advisors212$32.5K
PSI Advisors, LLC203$31.1K
Trivant Custom Portfolio Group, LLC200$30.6K
ZynergyRetirementPlanningLLC216$27.2K
West Paces Advisors Inc.117$17.9K
iA Global Asset Management Inc.99$15.0K
Wayfinding Financial, LLC96$14.0K
Strategic Investment Solutions, Inc.51$7.81K
Peoples Bank50$7.66K
Global Financial Private Client, LLC47$7.20K
Capital A Wealth Management, LLC46$7.05K
Carolinas Wealth Consulting LLC34$5.21K
City Holding Co31$4.75K
BFSG, LLC11$1.69K
Winnow Wealth LLC11$1.56K
GoalVest Advisory LLC10$1.53K
Bear Mountain Capital, Inc.7$1.08K
Ruedi Wealth Management, Inc.7$1.07K
Osterweis Capital Management Inc5$766
Chesapeake Asset Management LLC5$766
Halbert Hargrove Global Advisors, LLC3$460
Greenline Partners, LLC3$460

Not filed for Q2 2025 yet (18)

Institutions that held Welltower Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A291,337$44.6M
Transform Wealth, LLC104,512$16.0M
Rakuten Investment Management, Inc.56,057$8.60M
Mizuho Securities USA LLC48,782$7.47M
Impact Asset Management GmbH37,630$5.77M
Orion Portfolio Solutions, LLC21,217$3.25M
Sandy Spring Bank16,982$2.60M
Sheaff Brock Investment Advisors, LLC16,586$2.54M
Proquility Private Wealth Partners, LLC14,586$2.23M
CAPROCK Group, Inc.10,199$1.56M
Glenmede Trust Co NA10,017$1.53M
Benchmark Investment Advisors LLC5,060$775.2K
Schechter Investment Advisors, LLC4,584$702.3K
Mission Financial Group, LLC2,381$470.8K
Lindbrook Capital, LLC2,717$416.3K
Marcum Wealth, LLC2,418$370.5K
Regent Peak Wealth Advisors LLC1,570$240.5K
Sofos Investments, Inc.5$766