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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 5,394 | $829.2K | 0.01% | −1,564−22.5% | Reduced |
| Centiva Capital, LP | 5,470 | $840.9K | 0.06% | −987−15.3% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $844.9K | 0.37% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,523 | $849.0K | 0.01% | +77+1.4% | Added |
| Good Life Advisors, LLC | 5,554 | $853.8K | 0.05% | −190−3.3% | Reduced |
| Monetary Management Group Inc | 5,600 | $860.9K | 0.21% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,605 | $861.7K | 0.17% | +3,250+138.0% | Added |
| Trustmark National Bank Trust Department | 5,661 | $870.3K | 0.06% | +414+7.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,680 | $873.2K | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,710 | $877.8K | 0.05% | −916−13.8% | Reduced |
| Finward Bancorp | 5,718 | $879.0K | 0.69% | −255−4.3% | Reduced |
| Alteri Wealth LLC | 5,772 | $887.3K | 0.34% | −1,148−16.6% | Reduced |
| Apollon Wealth Management, LLC | 5,775 | $887.8K | 0.02% | +211+3.8% | Added |
| Texas Yale Capital Corp. | 5,789 | $890.0K | 0.03% | +58+1.0% | Added |
| Ingalls & Snyder LLC | 5,790 | $890.0K | 0.03% | −70−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 5,789 | $890.0K | 0.02% | +77+1.3% | Added |
| Summit Financial, LLC | 5,811 | $893.3K | 0.02% | +1,086+23.0% | Added |
| Ameritas Investment Partners, Inc. | 5,846 | $898.7K | 0.03% | +82+1.4% | Added |
| USA Financial Portformulas Corp | 5,863 | $901.3K | 0.15% | −987−14.4% | Reduced |
| Atria Wealth Solutions, Inc. | 5,864 | $901.4K | 0.02% | −9,216−61.1% | Reduced |
| Ibex Wealth Advisors | 5,905 | $907.8K | 0.10% | +5,905 | New |
| Stableford Capital II LLC | 5,640 | $911.2K | 0.34% | −85−1.5% | Reduced |
| Davenport & Co LLC | 5,957 | $915.7K | 0.01% | +1,182+24.8% | Added |
| Parallel Advisors, LLC | 6,021 | $925.7K | 0.02% | +580+10.7% | Added |
| Dudley Capital Management, LLC | 6,025 | $926.2K | 0.46% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,105 | $938.6K | 0.01% | −5−0.1% | Reduced |
| Apella Capital, LLC | 6,093 | $939.8K | 0.03% | +4,077+202.2% | Added |
| Busey Wealth Management | 6,122 | $941.1K | 0.03% | −839−12.1% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $943.6K | 0.49% | 00.0% | Unchanged |
| Allstate Corp | 6,167 | $948.1K | 0.07% | −30,074−83.0% | Reduced |
| Values First Advisors, Inc. | 6,167 | $948.1K | 0.52% | −91−1.5% | Reduced |
| Sagespring Wealth Partners, LLC | 6,202 | $953.5K | 0.02% | +1,057+20.5% | Added |
| Gsa Capital Partners LLP | 6,228 | $957.0K | 0.07% | +4,659+296.9% | Added |
| Fox Run Management, L.L.C. | 6,248 | $960.5K | 0.16% | +6,248 | New |
| Richwood Investment Advisors, LLC | 6,270 | $963.9K | 0.79% | −300−4.6% | Reduced |
| RiverFront Investment Group, LLC | 6,346 | $975.6K | 0.02% | +10.0% | Added |
| Atomi Financial Group, Inc. | 6,395 | $983.1K | 0.04% | +36+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $984.9K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,421 | $987.0K | 0.17% | +190+3.0% | Added |
| Dodds Wealth, LLC | 6,422 | $987.3K | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,451 | $991.8K | 0.02% | −305−4.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,500 | $999.2K | 1.52% | +6,500 | New |
| Bailard, Inc. | 6,516 | $1.00M | 0.02% | −213−3.2% | Reduced |
| Level Four Advisory Services, LLC | 6,573 | $1.01M | 0.04% | −17−0.3% | Reduced |
| Huntington National Bank | 6,631 | $1.02M | 0.01% | +277+4.4% | Added |
| Axxcess Wealth Management, LLC | 6,713 | $1.03M | 0.02% | +149+2.3% | Added |
| Ellevest, Inc. | 6,716 | $1.03M | 0.16% | +414+6.6% | Added |
| Modern Wealth Management, LLC | 6,755 | $1.04M | 0.03% | −30,297−81.8% | Reduced |
| Wolverine Asset Management LLC | 6,767 | $1.04M | 0.02% | +6,767 | New |
| Penserra Capital Management LLC | 6,824 | $1.05M | 0.01% | −5,916−46.4% | Reduced |
| Savant Capital, LLC | 6,867 | $1.06M | 0.01% | +699+11.3% | Added |
| XTX Topco Ltd | 6,886 | $1.06M | 0.04% | −26,898−79.6% | Reduced |
| Wealth Architects, LLC | 6,907 | $1.06M | 0.11% | +5+0.1% | Added |
| 180 Wealth Advisors, LLC | 6,919 | $1.06M | 0.15% | +1,041+17.7% | Added |
| NorthRock Partners, LLC | 6,919 | $1.06M | 0.03% | +1,164+20.2% | Added |
| Ritholtz Wealth Management | 6,934 | $1.07M | 0.02% | +1,440+26.2% | Added |
| Purkiss Capital Advisors LLC | 6,960 | $1.07M | 0.59% | +4,010+135.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 7,019 | $1.08M | 0.86% | −777−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 7,035 | $1.08M | 0.03% | +42+0.6% | Added |
| Synovus Financial Corp | 7,044 | $1.08M | 0.01% | +536+8.2% | Added |
| Geneos Wealth Management Inc. | 7,074 | $1.09M | 0.03% | +52+0.7% | Added |
| Farther Finance Advisors, LLC | 7,137 | $1.10M | 0.02% | +1,928+37.0% | Added |
| Community Bank & Trust, Waco, Texas | 7,289 | $1.12M | 0.25% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,303 | $1.12M | 0.02% | +1,681+29.9% | Added |
| Everhart Financial Group, Inc. | 7,339 | $1.13M | 0.13% | +865+13.4% | Added |
| Stiles Financial Services Inc | 7,535 | $1.16M | 0.40% | +52+0.7% | Added |
| Emergent Wealth Advisors, LLC | 7,426 | $1.16M | 0.74% | +746+11.2% | Added |
| Fig Financial Advisory Services Inc | 7,647 | $1.18M | 0.79% | +529+7.4% | Added |
| Highview Capital Management LLC | 7,679 | $1.18M | 0.46% | +50+0.7% | Added |
| Buckingham Strategic Partners | 7,683 | $1.18M | 0.02% | +718+10.3% | Added |
| Brookstone Capital Management | 7,724 | $1.19M | 0.02% | +545+7.6% | Added |
| We Are One Seven, LLC | 7,732 | $1.19M | 0.04% | +222+3.0% | Added |
| Sax Wealth Advisors, LLC | 7,748 | $1.19M | 0.07% | +29+0.4% | Added |
| Ofi Invest Asset Management | 9,146 | $1.20M | 0.03% | +84+0.9% | Added |
| Carnegie Capital Asset Management, LLC | 7,808 | $1.20M | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,864 | $1.21M | 0.01% | +1,132+16.8% | Added |
| Ancora Advisors, LLC | 7,940 | $1.22M | 0.03% | +42+0.5% | Added |
| Pinebridge Investments, L.P. | 7,964 | $1.22M | 0.01% | −5,310−40.0% | Reduced |
| GTS Securities LLC | 7,971 | $1.23M | 0.05% | +6,303+377.9% | Added |
| Wetherby Asset Management Inc | 8,139 | $1.25M | 0.06% | +8,139 | New |
| Capital Square, LLC | 8,102 | $1.26M | 0.67% | +556+7.4% | Added |
| Bessemer Group Inc | 8,188 | $1.26M | 0.00% | +465+6.0% | Added |
| Marex Group plc | 8,200 | $1.26M | 0.02% | +5,636+219.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,207 | $1.26M | 0.42% | +36+0.4% | Added |
| Allianz SE | 8,250 | $1.27M | 0.03% | −4,433−35.0% | Reduced |
| Hantz Financial Services, Inc. | 8,288 | $1.27M | 0.02% | +7,996+2,738.4% | Added |
| Profund Advisors LLC | 8,298 | $1.28M | 0.05% | +133+1.6% | Added |
| PFG Investments, LLC | 8,307 | $1.28M | 0.07% | −410−4.7% | Reduced |
| Prestige Wealth Management Group LLC | 8,376 | $1.29M | 0.26% | +80+1.0% | Added |
| Schnieders Capital Management LLC | 8,404 | $1.29M | 0.23% | 00.0% | Unchanged |
| Bokf, NA | 8,408 | $1.29M | 0.02% | +6,218+283.9% | Added |
| Phoenix Holdings Ltd. | 8,547 | $1.31M | 0.02% | +8,547 | New |
| Wedmont Private Capital | 8,706 | $1.33M | 0.06% | +327+3.9% | Added |
| Quest Partners LLC | 8,711 | $1.34M | 0.13% | +2,810+47.6% | Added |
| Quantessence Capital LLC | 8,755 | $1.35M | 0.40% | −2,845−24.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,813 | $1.35M | 0.05% | −665−7.0% | Reduced |
| Trueblood Wealth Management, LLC | 8,977 | $1.38M | 0.58% | −72−0.8% | Reduced |
| Garland Capital Management Inc | 9,005 | $1.38M | 4.39% | −26,438−74.6% | Reduced |
| DRW Securities, LLC | 9,153 | $1.40M | 0.10% | +2,095+29.7% | Added |
| Cullinan Associates Inc | 9,215 | $1.42M | 0.09% | +750+8.9% | Added |