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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 3,345 | $514.2K | 0.03% | +416+14.2% | Added |
| Ashton Thomas Securities, LLC | 3,357 | $516.1K | 0.12% | +3,357 | New |
| Moran Wealth Management, LLC | 3,367 | $517.6K | 0.02% | +913+37.2% | Added |
| SMART Wealth LLC | 3,388 | $520.8K | 0.16% | +706+26.3% | Added |
| CoreCap Advisors, LLC | 3,389 | $521.0K | 0.02% | −66−1.9% | Reduced |
| West Family Investments, Inc. | 3,443 | $529.3K | 0.14% | +1,090+46.3% | Added |
| Strategy Asset Managers LLC | 3,447 | $529.9K | 0.10% | −142−4.0% | Reduced |
| Lake Street Financial LLC | 3,459 | $531.8K | 0.08% | +121+3.6% | Added |
| Stonebridge Financial Group, LLC | 3,469 | $533.3K | 0.05% | +12+0.3% | Added |
| Capital Insight Partners, LLC | 3,500 | $538.1K | 0.09% | +3,500 | New |
| Great Lakes Advisors, LLC | 3,507 | $539.1K | 0.00% | +426+13.8% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $541.4K | 0.03% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 3,552 | $546.0K | 0.35% | +10+0.3% | Added |
| LCNB Corp | 3,566 | $548.2K | 0.19% | −38−1.1% | Reduced |
| AA Financial Advisors, LLC | 3,582 | $550.7K | 0.12% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,594 | $552.4K | 0.11% | +488+15.7% | Added |
| Moors & Cabot, Inc. | 3,609 | $554.8K | 0.03% | −70−1.9% | Reduced |
| Nebula Research & Development LLC | 3,625 | $557.3K | 0.05% | −10,248−73.9% | Reduced |
| Panagora Asset Management Inc | 3,625 | $557.3K | 0.00% | −25−0.7% | Reduced |
| IFP Advisors, Inc | 3,561 | $560.7K | 0.02% | +1,117+45.7% | Added |
| River Street Advisors LLC | 3,694 | $567.9K | 0.24% | +190+5.4% | Added |
| Graypoint LLC | 3,710 | $570.4K | 0.03% | +175+5.0% | Added |
| Caldwell Sutter Capital, Inc. | 3,711 | $570.5K | 0.26% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,715 | $571.0K | 0.23% | −620−14.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,788 | $582.3K | 0.01% | −151−3.8% | Reduced |
| Evergreen Capital Management LLC | 3,823 | $587.7K | 0.02% | +222+6.2% | Added |
| Equitable Holdings, Inc. | 3,828 | $588.5K | 0.00% | +321+9.2% | Added |
| Flputnam Investment Management Co | 3,841 | $590.5K | 0.01% | −135−3.4% | Reduced |
| Savvy Advisors, Inc. | 3,846 | $591.2K | 0.04% | +718+23.0% | Added |
| ICONIQ Capital, LLC | 3,860 | $593.4K | 0.01% | +1,087+39.2% | Added |
| Van Hulzen Asset Management, LLC | 3,861 | $593.6K | 0.05% | +9+0.2% | Added |
| Glenview Trust Co | 3,889 | $597.9K | 0.01% | −61−1.5% | Reduced |
| Southland Equity Partners LLC | 3,911 | $601.2K | 0.13% | −364−8.5% | Reduced |
| Fortis Capital Advisors, LLC | 3,913 | $601.5K | 0.11% | +3,913 | New |
| Belpointe Asset Management LLC | 3,922 | $602.9K | 0.03% | +3,922 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $609.1K | 0.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,977 | $611.4K | 0.02% | +29+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 4,006 | $615.8K | 0.01% | +17+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,017 | $617.6K | 0.01% | −4,535−53.0% | Reduced |
| Graham Capital Management, L.P. | 4,041 | $621.2K | 0.02% | +4,041 | New |
| Sherbrooke Park Advisers LLC | 4,049 | $622.5K | 0.27% | +1,990+96.6% | Added |
| Baldwin Investment Management, LLC | 4,076 | $626.6K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,114 | $632.5K | 0.01% | +1,130+37.9% | Added |
| Wealthspire Advisors, LLC | 4,127 | $634.5K | 0.00% | +449+12.2% | Added |
| Comprehensive Money Management Services LLC | 4,171 | $641.2K | 0.49% | −45−1.1% | Reduced |
| Marshall Financial Group LLC | 4,190 | $646.3K | 0.13% | −999−19.3% | Reduced |
| Skopos Labs, Inc. | 5,883 | $647.6K | 0.09% | +2,102+55.6% | Added |
| Panoramic Investment Advisors, LLC | 4,252 | $653.7K | 0.40% | −300−6.6% | Reduced |
| PDS Planning, Inc | 4,267 | $656.0K | 0.05% | +568+15.4% | Added |
| Clearstead Advisors, LLC | 4,313 | $663.1K | 0.01% | −181−4.0% | Reduced |
| Plato Investment Management Ltd | 4,392 | $672.7K | 0.05% | +5+0.1% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $676.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,399 | $676.2K | 0.04% | +71+1.6% | Added |
| Valeo Financial Advisors, LLC | 4,405 | $677.1K | 0.02% | +728+19.8% | Added |
| Whittier Trust Co | 4,407 | $677.5K | 0.01% | +239+5.7% | Added |
| Tower Bridge Advisors | 4,425 | $680.3K | 0.07% | −425−8.8% | Reduced |
| IHT Wealth Management, LLC | 4,436 | $681.9K | 0.02% | −784−15.0% | Reduced |
| St Germain D J Co Inc | 4,466 | $686.6K | 0.03% | +2,074+86.7% | Added |
| Global Retirement Partners, LLC | 4,479 | $688.5K | 0.02% | +4,479 | New |
| Sage Mountain Advisors LLC | 4,493 | $690.6K | 0.04% | +56+1.3% | Added |
| First American Trust, FSB | 4,496 | $691.1K | 0.06% | +124+2.8% | Added |
| Fluent Financial, LLC | 4,510 | $693.3K | 0.29% | +4,510 | New |
| Premier Path Wealth Partners, LLC | 4,535 | $697.2K | 0.10% | +108+2.4% | Added |
| Manske Wealth Management | 4,551 | $699.7K | 0.23% | −90−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,660 | $716.4K | 0.03% | +990+27.0% | Added |
| LRI Investments, LLC | 4,664 | $717.0K | 0.06% | −30−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 4,696 | $722.0K | 0.48% | +4,696 | New |
| Associated Banc-Corp | 4,703 | $723.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,773 | $733.8K | 0.19% | −83−1.7% | Reduced |
| BSW Wealth Partners | 4,777 | $734.4K | 0.10% | +116+2.5% | Added |
| Cresset Asset Management, LLC | 4,822 | $741.3K | 0.00% | +565+13.3% | Added |
| Prudent Man Advisors, LLC | 4,830 | $742.5K | 0.24% | +56+1.2% | Added |
| Syon Capital LLC | 4,831 | $742.6K | 0.05% | +433+9.8% | Added |
| Moloney Securities Asset Management, LLC | 4,866 | $748.1K | 0.09% | +3,292+209.1% | Added |
| LongView Wealth Management | 4,879 | $750.1K | 0.23% | +8+0.2% | Added |
| ProVise Management Group, LLC | 4,881 | $750.4K | 0.06% | −644−11.7% | Reduced |
| Investment Advisory Group, LLC | 4,890 | $751.7K | 0.23% | +10.0% | Added |
| AlphaCore Capital LLC | 4,901 | $753.4K | 0.03% | +37+0.8% | Added |
| Integrated Advisors Network LLC | 4,909 | $754.7K | 0.03% | +67+1.4% | Added |
| Perigon Wealth Management, LLC | 4,925 | $757.2K | 0.02% | +939+23.6% | Added |
| Tuttle Tactical Management | 4,969 | $763.9K | 3.16% | +648+15.0% | Added |
| ARS Wealth Advisors Group, LLC | 4,994 | $767.7K | 0.09% | +6+0.1% | Added |
| Morangie Management LLC | 5,017 | $771.3K | 0.67% | +5,017 | New |
| Smartleaf Asset Management LLC | 5,071 | $771.5K | 0.07% | −735−12.7% | Reduced |
| Fidelis Capital Partners, LLC | 4,636 | $783.3K | 0.07% | +115+2.5% | Added |
| Sara-Bay Financial | 5,146 | $791.1K | 0.28% | −183−3.4% | Reduced |
| Convergence Investment Partners, LLC | 5,154 | $792.4K | 0.20% | +5,154 | New |
| Dorsey & Whitney Trust CO LLC | 5,169 | $794.6K | 0.04% | +190+3.8% | Added |
| M&G Plc | 5,181 | $797.9K | 0.00% | +2,677+106.9% | Added |
| Saturna Capital CORP | 5,195 | $798.6K | 0.01% | +5,195 | New |
| Jackson Creek Investment Advisors LLC | 5,225 | $803.0K | 0.22% | −1,093−17.3% | Reduced |
| Custom Index Systems, LLC | 5,234 | $804.6K | 0.38% | −4,741−47.5% | Reduced |
| Madden Advisory Services, Inc. | 5,261 | $808.8K | 0.34% | −366−6.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,272 | $810.5K | 0.36% | +13+0.2% | Added |
| Continuum Advisory, LLC | 5,288 | $813.0K | 0.10% | +3,096+141.2% | Added |
| Dogwood Wealth Management LLC | 5,364 | $814.1K | 0.40% | −91−1.7% | Reduced |
| Integrity Alliance, LLC. | 5,305 | $815.5K | 0.04% | −10−0.2% | Reduced |
| Brighton Jones LLC | 5,365 | $824.8K | 0.02% | +1,142+27.0% | Added |
| Qtron Investments LLC | 5,376 | $826.5K | 0.11% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 5,382 | $827.4K | 0.18% | −575−9.7% | Reduced |