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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howard Hughes Medical Institute | 131 | $20.1K | 0.01% | +131 | New |
| Center for Financial Planning, Inc. | 133 | $20.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 135 | $20.8K | 0.00% | +4+3.1% | Added |
| Activest Wealth Management | 136 | $20.9K | 0.01% | +2+1.5% | Added |
| New England Capital Financial Advisors LLC | 136 | $20.9K | 0.01% | +102+300.0% | Added |
| Provenance Wealth Advisors, LLC | 139 | $21.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 142 | $21.8K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 143 | $22.0K | 0.00% | −48−25.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $22.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 145 | $22.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 148 | $22.8K | 0.01% | +148 | New |
| Albion Financial Group | 148 | $22.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 152 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 156 | $23.9K | 0.01% | +156 | New |
| Spire Wealth Management | 160 | $24.6K | 0.00% | −314−66.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 165 | $25.3K | 0.00% | −12−6.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 166 | $25.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $26.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 171 | $26.4K | 0.01% | +1+0.6% | Added |
| Wealth Preservation Advisors, LLC | 173 | $26.6K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 175 | $27.0K | 0.00% | −9−4.9% | Reduced |
| WPG Advisers, LLC | 181 | $27.8K | 0.02% | −40−18.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 181 | $27.8K | 0.00% | +170+1,545.5% | Added |
| Bank of New Hampshire | 182 | $28.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $28.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $28.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 185 | $28.4K | 0.00% | −73−28.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 185 | $28.4K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 226 | $28.5K | 0.00% | +100+79.4% | Added |
| Quest 10 Wealth Builders, Inc. | 186 | $28.5K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 187 | $28.8K | 0.01% | +82+78.1% | Added |
| Essential Partners LLC | 188 | $28.9K | 0.01% | +188 | New |
| NBT Bank N A | 196 | $30.1K | 0.00% | +1+0.5% | Added |
| Roxbury Financial LLC | 196 | $30.1K | 0.03% | +7+3.7% | Added |
| Global Trust Asset Management, LLC | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30,746 | $30.7K | 0.02% | +30,546+15,273.0% | Added |
| N.E.W. Advisory Services LLC | 212 | $32.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 212 | $32.6K | 0.00% | +65+44.2% | Added |
| CBIZ Investment Advisory Services, LLC | 213 | $32.7K | 0.00% | +201+1,675.0% | Added |
| Hollencrest Capital Management | 215 | $33.1K | 0.00% | −68−24.0% | Reduced |
| Hughes Financial Services, LLC | 200 | $33.8K | 0.01% | −3−1.5% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $35.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $35.5K | 0.00% | −24−9.4% | Reduced |
| First Command Advisory Services, Inc. | 232 | $35.7K | 0.00% | +27+13.2% | Added |
| Truvestments Capital LLC | 245 | $37.7K | 0.01% | −26−9.6% | Reduced |
| Creekmur Asset Management LLC | 255 | $39.2K | 0.01% | −250−49.5% | Reduced |
| Sierra Ocean, LLC | 258 | $39.8K | 0.03% | +13+5.3% | Added |
| TruNorth Capital Management, LLC | 261 | $40.1K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 267 | $41.0K | 0.01% | +267 | New |
| Covestor Ltd | 265 | $41.0K | 0.02% | −12−4.3% | Reduced |
| Manitou Investment Management Ltd. | 270 | $41.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 284 | $43.7K | 0.01% | −75−20.9% | Reduced |
| Private Wealth Asset Management, LLC | 290 | $44.6K | 0.01% | −10−3.3% | Reduced |
| Fortitude Family Office, LLC | 292 | $44.9K | 0.01% | −5−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 294 | $45.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $46.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $46.2K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 307 | $47.2K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 307 | $47.2K | 0.01% | +87+39.5% | Added |
| Bell Investment Advisors, Inc | 315 | $48.4K | 0.01% | +26+9.0% | Added |
| West Financial Advisors, LLC | 320 | $49.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 328 | $50.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 333 | $51.2K | 0.04% | +333 | New |
| Piscataqua Savings Bank | 338 | $52.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 341 | $52.4K | 0.01% | +8+2.4% | Added |
| Silvant Capital Management LLC | 348 | $53.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $53.8K | 0.00% | +50+16.7% | Added |
| GW&K Investment Management, LLC | 359 | $55.0K | 0.00% | +33+10.1% | Added |
| Versant Capital Management, Inc | 361 | $55.5K | 0.01% | −20−5.2% | Reduced |
| NewSquare Capital LLC | 362 | $55.6K | 0.00% | +84+30.2% | Added |
| Rise Advisors, LLC | 373 | $57.3K | 0.02% | +8+2.2% | Added |
| TCTC Holdings, LLC | 379 | $58.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 387 | $59.5K | 0.02% | +2+0.5% | Added |
| Sachetta, LLC | 390 | $60.0K | 0.02% | +11+2.9% | Added |
| Atlas Capital Advisors LLC | 394 | $60.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 397 | $61.0K | 0.00% | −755−65.5% | Reduced |
| Riverview Trust Co | 400 | $61.5K | 0.08% | −1,094−73.2% | Reduced |
| Mechanics Financial Corp | 400 | $61.5K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 405 | $62.3K | 0.00% | −6−1.5% | Reduced |
| Caldwell Trust Co | 410 | $63.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 422 | $64.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 422 | $64.9K | 0.00% | +234+124.5% | Added |
| Clear Street Markets LLC | 423 | $65.0K | 0.02% | +423 | New |
| Wood Tarver Financial Group, LLC | 435 | $66.0K | 0.02% | +2+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 438 | $67.4K | 0.00% | +39+9.8% | Added |
| Iron Horse Wealth Management, LLC | 440 | $67.6K | 0.02% | +440 | New |
| Pinnacle Bancorp, Inc. | 450 | $69.2K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 467 | $71.9K | 0.03% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 470 | $72.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $76.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 506 | $77.7K | 0.04% | −110−17.9% | Reduced |
| Meeder Asset Management Inc | 507 | $77.9K | 0.00% | +300+144.9% | Added |
| Valley National Advisers Inc | 508 | $78.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 518 | $79.6K | 0.00% | +7+1.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 510 | $84.0K | 0.03% | +510 | New |
| Bank & Trust Co | 550 | $84.6K | 0.07% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 569 | $86.3K | 0.02% | −30−5.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 566 | $87.0K | 0.06% | +566 | New |
| Manchester Capital Management LLC | 571 | $87.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 581 | $88.1K | 0.02% | +104+21.8% | Added |