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

13F holders, Q2 2025

Institutional positions in Welltower Inc. as of Jun 30, 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
1,266
+47 vs. Q1 2025
Shares held
647.5M
+12.4M (+1.9%) vs. Q1 2025
Total value
$99.5B
+$2.18B (+2.2%) vs. Q1 2025
New holders
129
591 more added
Sold out
82
362 more reduced

18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 1,266 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: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2025: $99.5B
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 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$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, Q2 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2025.

Institutions holding WELL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC1$860.00%00.0%Unchanged
LGT Financial Advisors LLC2$3070.00%+2New
Crewe Advisors LLC3$4620.00%+3New
Transce3nd, LLC4$6150.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC4$6150.00%+1+33.3%Added
Financial Gravity Companies, Inc.5$7690.00%+5New
Tidemark, LLC6$9220.00%+6New
Blume Capital Management, Inc.7$1.08K0.00%+2+40.0%Added
Atticus Wealth Management, LLC7$1.08K0.00%+7New
DecisionPoint Financial, LLC8$1.21K0.00%+8New
1620 Investment Advisors, Inc.9$1.46K0.00%00.0%Unchanged
JDM Financial Group LLC10$1.54K0.00%00.0%Unchanged
Clean Yield Group11$1.69K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.11$1.69K0.00%+11New
Signature Resources Capital Management, LLC12$1.84K0.00%+12New
Strengthening Families & Communities, LLC12$1.85K0.00%+5+71.4%Added
American Capital Advisory, LLC13$2.00K0.00%+3+30.0%Added
Rialto Wealth Management, LLC13$2.00K0.00%+10+333.3%Added
Beaird Harris Wealth Management, LLC13$2.00K0.00%+13New
WealthCollab, LLC13$2.00K0.00%+13New
Anfield Capital Management, LLC14$2.15K0.00%00.0%Unchanged
Core Alternative Capital14$2.15K0.00%00.0%Unchanged
Quaker Wealth Management, LLC14$2.15K0.00%+14New
Trifecta Capital Advisors, LLC15$2.31K0.00%00.0%Unchanged
Redwood Park Advisors LLC15$2.31K0.00%00.0%Unchanged
NVWM, LLC16$2.46K0.00%−3−15.8%Reduced
Stephens Consulting, LLC16$2.46K0.00%+16New
True Wealth Design, LLC16$2.49K0.00%00.0%Unchanged
Duncker Streett & Co Inc17$2.61K0.00%00.0%Unchanged
GFG Capital, LLC19$2.92K0.00%+19New
Moisand Fitzgerald Tamayo, LLC22$3.38K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$3.38K0.00%00.0%Unchanged
Maseco LLP22$3.43K0.00%+22New
Millstone Evans Group, LLC23$3.54K0.00%00.0%Unchanged
Evergreen Private Wealth LLC23$3.54K0.00%+23New
IMG Wealth Management, Inc.25$3.84K0.00%+25New
Traub Capital Management LLC25$3.84K0.00%+25New
Tortoise Investment Management, LLC26$4.00K0.00%+26New
Crews Bank & Trust26$4.00K0.00%+26New
Total Investment Management Inc26$4.01K0.00%+26New
Clark Wealth Partners29$4.46K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC29$4.46K0.00%−2−6.5%Reduced
S&T Bank29$4.46K0.00%+19+190.0%Added
HighMark Wealth Management LLC29$4.46K0.00%+29New
TFC Financial Management30$4.63K0.00%00.0%Unchanged
TD Capital Management LLC31$4.79K0.00%00.0%Unchanged
DT Investment Partners, LLC32$4.92K0.00%00.0%Unchanged
Bare Financial Services, Inc33$5.07K0.00%+29+725.0%Added
WealthTrak Capital Management LLC41$6.30K0.01%+8+24.2%Added
Y.D. More Investments Ltd42$6.39K0.00%−82−66.1%Reduced
Aspect Partners, LLC45$6.92K0.00%00.0%Unchanged
Hemington Wealth Management46$7.00K0.00%−32−41.0%Reduced
Compass Financial Services Inc46$7.05K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.46$7.07K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC46$7.07K0.01%+46New
PFS Partners, LLC48$7.38K0.00%+48New
VSM Wealth Advisory, LLC50$7.69K0.00%00.0%Unchanged
Heritage Wealth Advisors52$7.99K0.00%+52New
Kayne Anderson Rudnick Investment Management LLC53$8.24K0.00%+16+43.2%Added
American National Bank55$8.46K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.55$8.46K0.01%00.0%Unchanged
Kilter Group LLC55$8.46K0.00%+55New
Navigoe, LLC60$9.00K0.01%00.0%Unchanged
Birchbrook, Inc.59$9.01K0.00%+1+1.7%Added
Semmax Financial Advisors Inc.55$9.24K0.00%00.0%Unchanged
Loomis Sayles & Co L P61$9.38K0.00%−323−84.1%Reduced
Marshall & Sterling Wealth Advisors Inc.65$9.99K0.01%−20−23.5%Reduced
SOA Wealth Advisors, LLC.10,376$10.4K0.00%+983+10.5%Added
Raffa Wealth Management, LLC73$11.2K0.00%00.0%Unchanged
Hager Investment Management Services, LLC77$11.8K0.01%00.0%Unchanged
Binnacle Investments Inc77$11.8K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.78$12.0K0.01%00.0%Unchanged
Red Tortoise LLC81$12.5K0.01%00.0%Unchanged
Citizens National Bank Trust Department83$12.8K0.00%00.0%Unchanged
Cornerstone Planning Group LLC77$13.1K0.00%+2+2.7%Added
High Note Wealth, LLC87$13.4K0.00%+1+1.2%Added
New Millennium Group LLC91$14.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC94$14.4K0.00%+1+1.1%Added
Mowery & Schoenfeld Wealth Management, LLC94$14.5K0.02%00.0%Unchanged
Barrett & Company, Inc.100$15.4K0.01%00.0%Unchanged
Perkins Coie Trust Co100$15.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$15.4K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$15.4K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC100$15.4K0.01%+100New
Nemes Rush Group LLC100$15.4K0.00%+100New
Robinswood Financial LLC101$15.6K0.01%00.0%Unchanged
Abound Wealth Management102$15.6K0.00%00.0%Unchanged
Evermay Wealth Management LLC105$16.1K0.00%−20−16.0%Reduced
Wolff Wiese Magana LLC105$16.1K0.01%00.0%Unchanged
IMA Wealth, Inc.107$16.4K0.00%+4+3.9%Added
Vision Financial Markets LLC110$16.8K0.02%+1+0.9%Added
Coston, McIsaac & Partners115$17.0K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.114$17.5K0.02%+77+208.1%Added
Highline Wealth Partners LLC119$18.3K0.01%00.0%Unchanged
South State Corp.122$18.8K0.00%−47−27.8%Reduced
Ogorek Anthony Joseph128$19.0K0.01%00.0%Unchanged
Morse Asset Management, Inc125$19.2K0.00%−5,400−97.7%Reduced
Central Pacific Bank - Trust Division125$19.2K0.00%+125New
MorganRosel Wealth Management, LLC130$20.0K0.01%00.0%Unchanged
Avion Wealth133$20.0K0.00%+45+51.1%Added