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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
Moody National Bank Trust Division1,545$237.5K0.02%−6−0.4%Reduced
Bogart Wealth, LLC1,553$238.7K0.01%+27+1.8%Added
Fairscale Capital, LLC1,448$239.0K0.17%00.0%Unchanged
VestGen Advisors, LLC1,558$239.5K0.01%−109−6.5%Reduced
Hardy Reed LLC1,573$241.7K0.02%+1,573New
Founders Financial Securities LLC1,576$242.4K0.02%+27+1.7%Added
Holderness Investments Co1,577$242.4K0.05%−200−11.3%Reduced
Bridgewater Advisors Inc.1,461$242.5K0.02%+71+5.1%Added
Investment Advisory Services Inc1,580$242.9K0.08%00.0%Unchanged
Moss Adams Wealth Advisors LLC1,585$243.7K0.02%+261+19.7%Added
Liberty Wealth Management LLC1,589$244.3K0.04%+1+0.1%Added
Edgestream Partners, L.P.1,592$244.7K0.01%−5,820−78.5%Reduced
Chicago Partners Investment Group LLC1,521$245.8K0.01%+120+8.6%Added
Cherokee Insurance Co1,600$246.0K0.11%00.0%Unchanged
Leavell Investment Management, Inc.1,600$246.0K0.01%−100−5.9%Reduced
Hunter Associates Investment Management LLC1,600$246.0K0.04%00.0%Unchanged
Zions Bancorporation, National Association1,604$246.6K0.01%+65+4.2%Added
Capital Investment Advisory Services, LLC1,607$247.0K0.02%+2+0.1%Added
Investment Partners, Ltd.1,613$248.0K0.09%+6+0.4%Added
Silver Oak Securities, Inc1,616$248.5K0.02%+1,616New
Alpine Global Management, LLC1,636$251.5K0.06%+1,636New
Optas, LLC1,639$252.0K0.05%−1,667−50.4%Reduced
Larson Financial Group LLC1,642$252.5K0.01%+157+10.6%Added
Global X Japan Co., Ltd.1,648$253.3K0.03%+18+1.1%Added
Mechanics Bank Trust Department1,649$253.5K0.04%00.0%Unchanged
Values Added Financial LLC1,652$254.0K0.12%+209+14.5%Added
Lokken Investment Group LLC1,661$255.3K0.10%−4−0.2%Reduced
Roehl & Yi Investment Advisors, LLC1,670$256.7K0.13%00.0%Unchanged
Caisse de Depot Et Placement du Quebec1,678$258.0K0.00%−173,380−99.0%Reduced
Colonial Trust Advisors1,692$260.1K0.02%00.0%Unchanged
Lafayette Investments, Inc.1,699$261.2K0.05%00.0%Unchanged
Middleton & Co Inc1,700$261.3K0.03%00.0%Unchanged
Angeles Wealth Management, LLC1,709$262.7K0.02%+377+28.3%Added
Focus Financial Network, Inc.1,715$263.7K0.01%+1+0.1%Added
Cahill Financial Advisors Inc1,717$263.9K0.03%+1+0.1%Added
Crawford Investment Counsel Inc1,731$266.1K0.00%+1,731New
Cercano Management LLC1,736$266.9K0.01%00.0%Unchanged
Accurate Wealth Management, LLC1,750$267.3K0.04%+4+0.2%Added
Carr Financial Group Corp1,742$267.8K0.08%−237−12.0%Reduced
SRS Capital Advisors, Inc.1,746$268.5K0.01%+273+18.5%Added
Modera Wealth Management, LLC1,747$268.5K0.00%−404−18.8%Reduced
Fortis Group Advisors, LLC1,632$268.8K0.05%+61+3.9%Added
Fourth Dimension Wealth, LLC1,758$270.2K0.11%+1,647+1,483.8%Added
Motco1,639$270.5K0.03%−357−17.9%Reduced
MBB Public Markets I LLC1,760$270.6K0.03%−393−18.3%Reduced
Fortitude Advisory Group L.L.C.1,769$271.9K0.16%−25−1.4%Reduced
Cromwell Holdings LLC1,781$273.8K0.17%00.0%Unchanged
Bullock Wealth Management Group1,826$276.8K0.15%−66−3.5%Reduced
Daymark Wealth Partners, LLC1,814$278.9K0.01%−48−2.6%Reduced
PUREfi Wealth, LLC1,817$279.3K0.22%+1,817New
Capital Advisors Wealth Management, LLC1,835$282.2K0.04%−92−4.8%Reduced
MUFG Securities EMEA plc1,836$282.2K0.01%+1,836New
Western Wealth Management, LLC1,839$282.8K0.02%+150+8.9%Added
Parkside Financial Bank & Trust1,865$286.7K0.03%+287+18.2%Added
Dynamic Advisor Solutions LLC1,866$286.8K0.01%+107+6.1%Added
Miracle Mile Advisors, LLC1,870$287.5K0.00%+1,870New
Cary Street Partner Investment Advisory LLC1,878$288.7K0.14%+97+5.4%Added
J. Safra Sarasin Holding AG1,881$289.2K0.00%−17,148−90.1%Reduced
Mystic Asset Management, Inc.1,881$289.2K0.07%+116+6.6%Added
One Degree Advisors Inc1,896$291.0K0.10%00.0%Unchanged
Foster Group, Inc.1,894$291.2K0.01%+91+5.0%Added
QTR Family Wealth, LLC1,897$291.7K0.18%+192+11.3%Added
CWA Asset Management Group, LLC1,898$291.8K0.01%+306+19.2%Added
Sivia Capital Partners, LLC1,910$293.5K0.10%+127+7.1%Added
Analyst IMS Investment Management Services Ltd.1,913$294.0K0.01%+99+5.5%Added
First Affirmative Financial Network1,915$294.4K0.15%+28+1.5%Added
Prosperity Financial Group, Inc.1,925$295.9K0.13%+1+0.1%Added
Commons Capital, LLC1,942$298.6K0.23%+3+0.2%Added
Northcape Wealth Management, LLC1,946$299.2K0.09%−130−6.3%Reduced
Bridge Creek Capital Management LLC1,953$300.3K0.09%00.0%Unchanged
Resonant Capital Advisors, LLC1,985$305.2K0.02%+1,985New
Catalyst Financial Partners LLC1,991$306.1K0.03%+137+7.4%Added
Wealth Alliance1,994$306.5K0.03%−58−2.8%Reduced
Evanson Asset Management, LLC1,996$306.8K0.02%+8+0.4%Added
SNS Financial Group, LLC2,000$307.5K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$307.5K0.28%00.0%Unchanged
Scientech Research LLC2,013$309.5K0.08%−1,496−42.6%Reduced
Register Financial Advisors LLC2,034$312.7K0.14%−216−9.6%Reduced
Walter & Keenan Financial Consulting Co2,039$313.5K0.09%+248+13.8%Added
Boston Private Wealth LLC2,067$317.8K0.02%−1,431−40.9%Reduced
Woodmont Investment Counsel LLC2,071$318.4K0.02%00.0%Unchanged
LaSalle St. Investment Advisors, LLC2,082$320.0K0.09%−35−1.7%Reduced
Triad Wealth Partners, LLC2,099$322.7K0.07%−33−1.5%Reduced
GM Advisory Group, Inc.2,100$322.8K0.02%00.0%Unchanged
Jackson Square Capital, LLC2,104$323.4K0.07%+2,104New
Family Wealth Partners, LLC2,104$323.5K0.13%+2,104New
Aureus Asset Management, LLC2,116$325.3K0.02%00.0%Unchanged
Lazard Asset Management LLC2,125$326.0K0.00%−4,749−69.1%Reduced
Wolverine Trading, LLC2,148$326.8K0.01%−18,260−89.5%Reduced
Baltimore-Washington Financial Advisors, Inc.2,137$328.5K0.02%00.0%Unchanged
Wedbush Securities Inc2,147$330.0K0.01%−297−12.2%Reduced
PEAK6 LLC2,147$330.1K0.01%−37,013−94.5%Reduced
Verdence Capital Advisors LLC2,167$333.1K0.02%+22+1.0%Added
Park Square Financial Group, LLC2,173$334.1K0.24%+150+7.4%Added
Shelton Wealth Management, LLC2,183$335.6K0.17%+10+0.5%Added
Painted Porch Advisors LLC2,189$336.5K0.14%−356−14.0%Reduced
Pflug Koory, LLC2,190$336.7K0.17%00.0%Unchanged
Pensionmark Financial Group, LLC2,195$337.4K0.01%−205−8.5%Reduced
Blue Fin Capital, Inc.2,210$339.7K0.06%00.0%Unchanged
Golden State Equity Partners2,211$339.9K0.06%+331+17.6%Added