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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
Parsonex Advisory Services, Inc.2,221$341.4K0.28%+2,221New
Clarius Group, LLC2,228$342.5K0.02%−302−11.9%Reduced
AGH Wealth Advisors, LLC2,259$347.3K0.29%+9+0.4%Added
Atom Investors LP2,294$352.7K0.03%−19−0.8%Reduced
MTM Investment Management, LLC2,300$353.6K0.12%00.0%Unchanged
Planned Solutions, Inc.2,307$354.7K0.14%00.0%Unchanged
Cambiar Investors LLC2,341$359.9K0.02%−33−1.4%Reduced
Mather Group, LLC.2,347$360.8K0.00%+51+2.2%Added
Clifford Swan Investment Counsel LLC2,408$370.2K0.01%+2+0.1%Added
Advisory Services Network, LLC2,243$370.3K0.01%−349−13.5%Reduced
Journey Strategic Wealth LLC2,411$370.6K0.01%+2,411New
bLong Financial, LLC2,450$376.6K0.29%00.0%Unchanged
First National Bank of Mount Dora, Trust Investment Services2,455$377.4K0.09%00.0%Unchanged
CIBC Private Wealth Group, LLC2,460$378.2K0.00%+243+11.0%Added
Retirement Planning Group, LLC2,476$380.6K0.33%00.0%Unchanged
IFG Advisory, LLC2,482$381.6K0.02%+4+0.2%Added
Childress Capital Advisors, LLC2,486$382.2K0.10%+355+16.7%Added
Hudock, Inc.2,488$382.5K0.06%+5+0.2%Added
Cetera Trust Company, N.A2,490$382.8K0.23%−360−12.6%Reduced
Prosperity Consulting Group, LLC2,494$383.4K0.03%+2,494New
Corient IA LLC2,500$384.3K0.23%00.0%Unchanged
Gold Investment Management Ltd.2,515$385.8K0.15%−1,805−41.8%Reduced
Rothschild Capital Partners, LLC2,524$388.0K0.10%00.0%Unchanged
Guyasuta Investment Advisors Inc2,524$388.0K0.02%+450+21.7%Added
44 Wealth Management LLC2,527$388.5K0.14%+104+4.3%Added
Alps Advisors Inc2,535$389.7K0.00%−1,265−33.3%Reduced
Campbell & CO Investment Adviser LLC2,536$389.9K0.02%−3,019−54.3%Reduced
Strategic Wealth Partners, Ltd.2,567$394.6K0.03%+2,567New
LGT Fund Management Co Ltd.2,568$394.8K0.03%−7,902−75.5%Reduced
Jacobi Capital Management LLC2,576$396.1K0.03%−515−16.7%Reduced
World Equity Group, Inc.2,578$396.3K0.11%+395+18.1%Added
Badgley Phelps Wealth Managers, LLC2,582$396.9K0.01%−390−13.1%Reduced
Quotient Wealth Partners, LLC2,593$398.7K0.01%+262+11.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.2,612$401.5K0.05%+521+24.9%Added
Carmel Capital Partners, LLC2,612$401.5K0.14%−1,855−41.5%Reduced
Pitcairn Co2,616$402.2K0.03%−53−2.0%Reduced
Safeguard Investment Advisory Group, LLC2,624$403.4K0.10%+12+0.5%Added
Evoke Wealth, LLC2,629$404.1K0.01%+504+23.7%Added
Fiduciary Trust Co2,631$404.4K0.00%+116+4.6%Added
Whalerock Point Partners, LLC2,638$405.5K0.09%00.0%Unchanged
Rehmann Capital Advisory Group2,643$406.3K0.02%+146+5.8%Added
Hartline Investment Corp2,652$407.7K0.05%00.0%Unchanged
Covenant Asset Management, LLC2,659$408.8K0.08%00.0%Unchanged
Bowman & Co S.C.2,665$409.7K0.18%00.0%Unchanged
Essex Financial Services, Inc.2,670$410.5K0.03%+52+2.0%Added
Souders Financial Advisors2,673$411.0K0.05%+576+27.5%Added
Capital Analysts, LLC2,694$414.0K0.01%−51−1.9%Reduced
Avestar Capital, LLC2,694$414.1K0.03%−209−7.2%Reduced
Visionary Wealth Advisors2,710$416.6K0.02%00.0%Unchanged
Florida Financial Advisors, LLC2,721$418.4K0.14%+497+22.3%Added
Grimes & Company, Inc.2,731$419.8K0.01%+2,731New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,753$423.2K0.01%−1,140−29.3%Reduced
Wakefield Asset Management LLLP2,757$423.8K0.12%+2,757New
Whipplewood Advisors, LLC2,800$430.4K0.24%+35+1.3%Added
National Asset Management, Inc.2,808$431.7K0.02%−23,174−89.2%Reduced
Farringdon Capital, Ltd.2,813$432.4K0.15%−1,039−27.0%Reduced
Mutual Advisors, LLC2,684$433.7K0.01%−820−23.4%Reduced
Alta Advisers Ltd2,833$435.5K0.15%00.0%Unchanged
Massmutual Trust Co FSB2,842$436.9K0.01%+436+18.1%Added
Hilltop Holdings Inc.2,851$438.2K0.03%+1,229+75.8%Added
Heartland Bank & Trust Co2,861$439.8K0.21%+2,861New
Lynx Capital Group Ltd2,878$442.4K0.21%00.0%Unchanged
Bryn Mawr Trust Co2,890$444.3K0.01%+143+5.2%Added
Regions Financial Corp2,900$445.8K0.00%−73−2.5%Reduced
Fiera Capital Corp2,902$446.1K0.00%+2,902New
Valued Retirements, Inc.2,904$446.4K0.50%+1,096+60.6%Added
Keystone Financial Group2,910$447.4K0.04%−4−0.1%Reduced
TD Private Client Wealth LLC2,924$449.5K0.01%+993+51.4%Added
L2 Asset Management, LLC2,933$450.9K0.07%+282+10.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,960$455.0K0.13%+340+13.0%Added
GWN Securities Inc.2,956$456.0K0.08%+2,956New
Harbor Investment Advisory, LLC2,983$458.6K0.04%+217+7.8%Added
Dividend Assets Capital, LLC3,000$461.2K0.08%00.0%Unchanged
Valmark Advisers, Inc.3,007$462.3K0.01%+691+29.8%Added
AE Wealth Management LLC3,013$463.2K0.00%+930+44.6%Added
TD Waterhouse Canada Inc.3,108$470.9K0.00%−111−3.4%Reduced
Net Worth Advisory Group3,069$471.7K0.10%+175+6.0%Added
Koshinski Asset Management, Inc.3,069$471.9K0.04%+41+1.4%Added
Stock Yards Bank & Trust Co3,074$472.6K0.02%+99+3.3%Added
Ronald Blue Trust, Inc.3,083$473.9K0.01%+1,326+75.5%Added
Kingswood Wealth Advisors, LLC3,093$475.5K0.04%+7+0.2%Added
Personal Cfo Solutions, LLC3,096$476.0K0.09%+137+4.6%Added
Mosaic Family Wealth Partners, LLC3,100$476.6K0.06%+600+24.0%Added
Strategic Investment Advisors3,111$478.3K0.05%+279+9.9%Added
Keel Point, LLC3,149$484.1K0.03%+208+7.1%Added
Pinnacle Wealth Planning Services, Inc.3,172$487.6K0.06%+938+42.0%Added
Jackson Wealth Management, LLC3,185$490.0K0.05%+3,185New
Hendershot Investments Inc.3,246$499.1K0.07%−827−20.3%Reduced
Beech Hill Advisors, Inc.3,250$499.6K0.22%00.0%Unchanged
Monument Capital Management3,266$502.1K0.13%−181−5.3%Reduced
Hutchens & Kramer Investment Management Group, LLC3,324$503.9K0.23%−98−2.9%Reduced
Shelton Capital Management3,278$503.9K0.01%00.0%Unchanged
HBK Sorce Advisory LLC3,279$504.0K0.01%+153+4.9%Added
SFMG, LLC3,289$505.6K0.04%−55−1.6%Reduced
CX Institutional3,296$507.0K0.02%−38−1.1%Reduced
Pinnacle Wealth Management Group, Inc.3,318$510.0K0.29%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP3,325$511.2K0.03%+198+6.3%Added
Conning Inc.3,331$512.1K0.02%−97−2.8%Reduced
Prairie Sky Financial Group LLC3,332$512.2K0.28%00.0%Unchanged
Pettyjohn, Wood & White, Inc3,334$512.5K0.09%−40−1.2%Reduced