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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 574 | $88.2K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 575 | $88.4K | 0.00% | +42+7.9% | Added |
| Creative Financial Designs Inc | 599 | $92.0K | 0.01% | +16+2.7% | Added |
| First Horizon Advisors, Inc. | 616 | $94.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 625 | $96.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 631 | $96.9K | 0.02% | +16+2.6% | Added |
| Rosenberg Matthew Hamilton | 633 | $97.3K | 0.02% | −250−28.3% | Reduced |
| NBC Securities, Inc. | 659 | $101.0K | 0.01% | −201−23.4% | Reduced |
| Golden State Wealth Management, LLC | 663 | $101.9K | 0.01% | +1+0.2% | Added |
| Webster Bank, N. A. | 700 | $107.6K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 715 | $109.9K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 716 | $110.1K | 0.01% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 720 | $110.7K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 724 | $111.3K | 0.08% | −12−1.6% | Reduced |
| Centennial Bank | 740 | $113.8K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 743 | $114.2K | 0.02% | +10+1.4% | Added |
| AdvisorNet Financial, Inc | 751 | $115.4K | 0.01% | −63−7.7% | Reduced |
| Franchise Capital Ltd | 769 | $118.2K | 0.06% | +560+267.9% | Added |
| GHP Investment Advisors, Inc. | 775 | $119.1K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 785 | $120.7K | 0.07% | 00.0% | Unchanged |
| First United Bank Trust | 800 | $123.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 871 | $133.9K | 0.03% | +176+25.3% | Added |
| Sit Investment Associates Inc | 885 | $136.0K | 0.00% | −105−10.6% | Reduced |
| Private Trust Co NA | 929 | $142.8K | 0.01% | +535+135.8% | Added |
| North Star Investment Management Corp. | 949 | $145.9K | 0.01% | +2+0.2% | Added |
| Beacon Capital Management, LLC | 951 | $146.2K | 0.02% | −82−7.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 965 | $148.3K | 0.01% | +965 | New |
| Bollard Group LLC | 979 | $151.0K | 0.00% | +50+5.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 986 | $151.6K | 0.00% | +986 | New |
| Princeton Global Asset Management LLC | 1,007 | $154.8K | 0.03% | +316+45.7% | Added |
| SJS Investment Consulting Inc. | 1,009 | $155.1K | 0.02% | +73+7.8% | Added |
| City State Bank | 1,058 | $162.6K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,101 | $169.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,109 | $170.5K | 0.00% | +973+715.4% | Added |
| Colonial Trust Co | 1,122 | $172.5K | 0.03% | −24−2.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,151 | $176.9K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,174 | $180.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,231 | $189.2K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,256 | $193.1K | 0.07% | +229+22.3% | Added |
| Wharton Business Group, LLC | 1,300 | $200.0K | 0.01% | −1,255−49.1% | Reduced |
| Pinnacle Financial Partners Inc | 1,302 | $200.2K | 0.00% | −194−13.0% | Reduced |
| Crestwood Advisors Group LLC | 1,320 | $202.9K | 0.00% | +1,320 | New |
| Phocas Financial Corp. | 1,334 | $205.1K | 0.03% | −20−1.5% | Reduced |
| XML Financial, LLC | 1,334 | $205.1K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,335 | $205.2K | 0.01% | −87−6.1% | Reduced |
| Revolve Wealth Partners, LLC | 1,339 | $205.8K | 0.03% | +1,339 | New |
| Natural Investments, LLC | 1,343 | $206.0K | 0.05% | −430−24.3% | Reduced |
| Capstone Wealth Management Group, LLC | 1,343 | $206.5K | 0.20% | +1,343 | New |
| Sowell Financial Services LLC | 1,345 | $206.7K | 0.01% | −131−8.9% | Reduced |
| Aberdeen Wealth Management LLC | 1,350 | $207.5K | 0.14% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,351 | $207.7K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,352 | $207.8K | 0.05% | +2+0.1% | Added |
| Westside Investment Management, Inc. | 1,369 | $208.0K | 0.04% | +169+14.1% | Added |
| Werba Rubin Papier Wealth Management | 1,357 | $208.6K | 0.04% | +1,357 | New |
| Focused Wealth Management, Inc | 1,358 | $208.8K | 0.03% | −685−33.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,360 | $209.1K | 0.00% | +833+158.1% | Added |
| Orion Capital Management LLC | 1,362 | $209.4K | 0.08% | +72+5.6% | Added |
| Cidel Asset Management Inc | 1,366 | $210.0K | 0.01% | −133−8.9% | Reduced |
| Facet Wealth, Inc. | 1,279 | $211.1K | 0.00% | +1,279 | New |
| Sovran Advisors, LLC | 1,397 | $212.0K | 0.02% | +1,397 | New |
| Avidian Wealth Solutions, LLC | 1,379 | $212.0K | 0.01% | −98−6.6% | Reduced |
| May Hill Capital, LLC | 1,380 | $212.1K | 0.07% | +74+5.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,381 | $212.3K | 0.06% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,382 | $212.5K | 0.01% | −45−3.2% | Reduced |
| MV Capital Management, Inc. | 1,384 | $212.8K | 0.02% | −4−0.3% | Reduced |
| Soltis Investment Advisors LLC | 1,386 | $213.0K | 0.02% | +1,386 | New |
| Stonebridge Capital Advisors LLC | 1,388 | $213.4K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,395 | $214.4K | 0.01% | −64−4.4% | Reduced |
| Mattern Wealth Management LLC | 1,400 | $215.2K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,406 | $216.1K | 0.00% | +1,406 | New |
| Advisors Capital Management, LLC | 1,421 | $218.6K | 0.00% | −33−2.3% | Reduced |
| Vectors Research Management, LLC | 1,422 | $218.6K | 0.07% | −8−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,439 | $221.3K | 0.01% | −12−0.8% | Reduced |
| FourThought Financial Partners, LLC | 1,446 | $222.3K | 0.02% | −11−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,452 | $223.2K | 0.03% | +1,452 | New |
| KCM Investment Advisors LLC | 1,455 | $223.7K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,458 | $224.1K | 0.02% | +3+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,459 | $224.3K | 0.03% | −26−1.8% | Reduced |
| FineMark National Bank & Trust | 1,460 | $224.4K | 0.01% | +22+1.5% | Added |
| Rothschild Investment LLC | 1,460 | $224.4K | 0.01% | +44+3.1% | Added |
| Cornerstone Wealth Group, LLC | 1,460 | $224.5K | 0.02% | +66+4.7% | Added |
| FSM Wealth Advisors, LLC | 1,459 | $225.0K | 0.04% | +1,459 | New |
| Gateway Investment Advisers LLC | 1,466 | $225.4K | 0.00% | −142−8.8% | Reduced |
| Birch Hill Investment Advisors LLC | 1,472 | $226.3K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,476 | $226.9K | 0.02% | +1,476 | New |
| Argent Trust Co | 1,479 | $227.4K | 0.01% | +1,479 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,487 | $228.6K | 0.03% | −75−4.8% | Reduced |
| Courier Capital LLC | 1,487 | $228.6K | 0.01% | −8−0.5% | Reduced |
| Challenger Wealth Management | 1,490 | $229.0K | 0.16% | +7+0.5% | Added |
| Gitterman Wealth Management, LLC | 1,488 | $229.0K | 0.05% | +1,488 | New |
| Hanson & Doremus Investment Management | 1,500 | $231.0K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,524 | $231.3K | 0.21% | −28−1.8% | Reduced |
| True North Advisors, LLC | 1,512 | $232.4K | 0.04% | −229−13.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,519 | $233.5K | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,520 | $233.7K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,524 | $234.2K | 0.05% | +15+1.0% | Added |
| Onefund, LLC | 1,529 | $235.0K | 0.17% | +2+0.1% | Added |
| Wealthcare Advisory Partners LLC | 1,529 | $235.0K | 0.01% | +29+1.9% | Added |
| E Fund Management Co., Ltd. | 1,535 | $236.0K | 0.01% | −55−3.5% | Reduced |
| Sentry Investment Management LLC | 1,559 | $237.0K | 0.13% | −237−13.2% | Reduced |