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 |
|---|---|---|---|---|---|
| HBK Investments L P | 9,244 | $1.42M | 0.03% | +9,244 | New |
| RFG - Bristol Wealth Advisors, LLC | 9,256 | $1.42M | 0.44% | −280−2.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,342 | $1.44M | 0.04% | +225+2.5% | Added |
| American Assets Capital Advisers, LLC | 9,346 | $1.44M | 1.44% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,363 | $1.44M | 0.50% | −160−1.7% | Reduced |
| Harvest Investment Services, LLC | 9,417 | $1.45M | 0.32% | +5,600+146.7% | Added |
| Waterloo Capital, L.P. | 9,421 | $1.45M | 0.12% | +1,439+18.0% | Added |
| Virtus Investment Advisers, Inc. | 9,429 | $1.45M | 0.49% | −932−9.0% | Reduced |
| Midwest Trust Co | 9,451 | $1.45M | 0.02% | +9,451 | New |
| Stephens Inc | 9,504 | $1.46M | 0.02% | −600−5.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,529 | $1.46M | 0.48% | −590−5.8% | Reduced |
| Agate Pass Investment Management, LLC | 9,685 | $1.49M | 0.61% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 9,686 | $1.49M | 0.13% | +4,675+93.3% | Added |
| Sigma Planning Corp | 9,691 | $1.49M | 0.04% | +700+7.8% | Added |
| Arkadios Wealth Advisors | 9,702 | $1.49M | 0.04% | +465+5.0% | Added |
| Exchange Traded Concepts, LLC | 9,709 | $1.49M | 0.02% | +4,675+92.9% | Added |
| Frank, Rimerman Advisors LLC | 9,719 | $1.49M | 0.10% | −506−4.9% | Reduced |
| Greenleaf Trust | 9,721 | $1.49M | 0.01% | −527−5.1% | Reduced |
| Ballentine Partners, LLC | 9,739 | $1.50M | 0.02% | +811+9.1% | Added |
| Snowden Capital Advisors LLC | 9,777 | $1.50M | 0.04% | +268+2.8% | Added |
| Williamson Legacy Group, LLC | 9,885 | $1.52M | 1.28% | +1,306+15.2% | Added |
| Union Bancaire Privee, UBP SA | 12,540 | $1.53M | 0.03% | +12,540 | New |
| Twinbeech Capital LP | 9,983 | $1.53M | 0.03% | −117,320−92.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,985 | $1.53M | 0.02% | −381−3.7% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.54M | 0.12% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 10,000 | $1.54M | 0.19% | +10,000 | New |
| Dorsey Wright & Associates | 10,006 | $1.54M | 0.37% | −449−4.3% | Reduced |
| Coastal Bridge Advisors, LLC | 10,010 | $1.54M | 0.13% | +10,010 | New |
| Glenmede Investment Management, LP | 10,024 | $1.54M | 0.01% | +10,024 | New |
| Independent Financial Group, LLC | 10,196 | $1.57M | 0.04% | −2,786−21.5% | Reduced |
| NFP Retirement, Inc. | 10,216 | $1.57M | 0.10% | −18−0.2% | Reduced |
| Principal Securities, Inc. | 10,264 | $1.58M | 0.03% | +5,329+108.0% | Added |
| Prospera Financial Services Inc | 10,299 | $1.58M | 0.03% | +577+5.9% | Added |
| Abn Amro Investment Solutions | 10,327 | $1.59M | 0.03% | −973−8.6% | Reduced |
| Davy Global Fund Management Ltd | 10,346 | $1.59M | 0.14% | +964+10.3% | Added |
| Paradigm Asset Management Co LLC | 10,538 | $1.62M | 0.40% | −300−2.8% | Reduced |
| Arbor Capital Management Inc | 10,074 | $1.62M | 1.41% | −1,564−13.4% | Reduced |
| Welch Group, LLC | 10,703 | $1.65M | 0.07% | +30.0% | Added |
| Checchi Capital Advisers, LLC | 10,742 | $1.65M | 0.12% | −261−2.4% | Reduced |
| Baird Financial Group, Inc. | 10,871 | $1.67M | 0.00% | +735+7.3% | Added |
| Mount Lucas Management LP | 11,014 | $1.69M | 0.81% | −1,699−13.4% | Reduced |
| Callan Family Office, LLC | 11,130 | $1.71M | 0.05% | +7,930+247.8% | Added |
| Signaturefd, LLC | 11,368 | $1.75M | 0.03% | +606+5.6% | Added |
| Change Path, LLC | 11,425 | $1.76M | 0.05% | −561−4.7% | Reduced |
| GF Fund Management Co. Ltd. | 11,437 | $1.76M | 0.04% | −357−3.0% | Reduced |
| Garrison Bradford & Associates Inc | 11,496 | $1.77M | 1.96% | −430−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,501 | $1.77M | 0.02% | +323+2.9% | Added |
| Independent Advisor Alliance | 11,655 | $1.79M | 0.05% | −1,314−10.1% | Reduced |
| Western Financial Corp | 11,674 | $1.79M | 0.96% | +11,674 | New |
| Coldstream Capital Management Inc | 11,705 | $1.80M | 0.03% | +474+4.2% | Added |
| J.W. Cole Advisors, Inc. | 11,874 | $1.83M | 0.04% | +564+5.0% | Added |
| HighPoint Advisor Group LLC | 11,904 | $1.83M | 0.10% | +2,428+25.6% | Added |
| Freestone Grove Partners LP | 11,905 | $1.83M | 0.01% | +11,905 | New |
| Wambolt & Associates, LLC | 12,156 | $1.84M | 0.62% | −1,126−8.5% | Reduced |
| Kestra Advisory Services, LLC | 12,296 | $1.89M | 0.01% | −4,020−24.6% | Reduced |
| GAMMA Investing LLC | 12,340 | $1.90M | 0.12% | +996+8.8% | Added |
| GWM Advisors LLC | 12,435 | $1.91M | 0.01% | +2,641+27.0% | Added |
| HB Wealth Management, LLC | 12,547 | $1.93M | 0.02% | +256+2.1% | Added |
| Centaurus Financial, Inc. | 12,892 | $1.98M | 0.12% | −3,812−22.8% | Reduced |
| RDA Financial Network | 13,040 | $2.00M | 0.54% | −781−5.7% | Reduced |
| Wesbanco Bank Inc | 13,053 | $2.01M | 0.06% | +377+3.0% | Added |
| Benjamin Edwards Inc | 13,058 | $2.01M | 0.03% | +1,680+14.8% | Added |
| Landscape Capital Management, L.L.C. | 13,061 | $2.01M | 0.16% | +13,061 | New |
| Canada Post Corp Registered Pension Plan | 13,120 | $2.02M | 0.12% | +13,120 | New |
| American Financial Advisors, LLC | 13,203 | $2.03M | 0.28% | −63−0.5% | Reduced |
| NTV Asset Management LLC | 13,524 | $2.08M | 0.25% | −900−6.2% | Reduced |
| Advance Capital Management, Inc. | 13,678 | $2.10M | 0.10% | +8+0.1% | Added |
| MUFG Securities Americas Inc. | 13,768 | $2.12M | 0.18% | +2,984+27.7% | Added |
| Meeder Advisory Services, Inc. | 13,816 | $2.12M | 0.11% | +284+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 13,894 | $2.14M | 0.02% | +1,150+9.0% | Added |
| YHB Investment Advisors, Inc. | 14,158 | $2.18M | 0.17% | +12,079+581.0% | Added |
| Bard Associates Inc | 14,194 | $2.18M | 0.70% | −90−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,218 | $2.19M | 0.16% | +10,574+290.2% | Added |
| Greenland Capital Management LP | 14,290 | $2.20M | 0.28% | −4,164−22.6% | Reduced |
| Old Second National Bank of Aurora | 14,370 | $2.21M | 0.48% | −165−1.1% | Reduced |
| Denali Advisors LLC | 14,396 | $2.21M | 0.23% | −171−1.2% | Reduced |
| Everence Capital Management Inc | 14,420 | $2.22M | 0.14% | −2,480−14.7% | Reduced |
| Sequoia Financial Advisors, LLC | 14,574 | $2.24M | 0.02% | +4,391+43.1% | Added |
| RSM US Wealth Management LLC | 14,589 | $2.24M | 0.03% | −1,335−8.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,689 | $2.26M | 0.02% | −639−4.2% | Reduced |
| Nilsine Partners, LLC | 14,841 | $2.28M | 0.23% | +11,495+343.5% | Added |
| Illinois Municipal Retirement Fund | 14,927 | $2.29M | 0.03% | −5,764−27.9% | Reduced |
| O'Rourke & Company, Inc | 14,937 | $2.30M | 1.07% | −181−1.2% | Reduced |
| Red Cedar Investment Management, LLC | 14,985 | $2.30M | 0.29% | +729+5.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,085 | $2.32M | 0.01% | +4,319+40.1% | Added |
| Simon Quick Advisors, LLC | 15,090 | $2.32M | 0.12% | +12,306+442.0% | Added |
| Blue Capital, Inc. | 15,128 | $2.33M | 1.65% | +15,128 | New |
| Sumitomo Life Insurance Co | 15,137 | $2.33M | 0.16% | −942−5.9% | Reduced |
| Oddo BHF Asset Management SAS | 15,170 | $2.33M | 0.09% | −633−4.0% | Reduced |
| Ossiam | 15,477 | $2.38M | 0.03% | −4,866−23.9% | Reduced |
| AIA Group Ltd | 15,600 | $2.40M | 0.05% | +3,100+24.8% | Added |
| Dark Forest Capital Management LP | 15,687 | $2.41M | 0.10% | +15,687 | New |
| Quadrant Capital Group LLC | 15,785 | $2.43M | 0.09% | +1,956+14.1% | Added |
| AMF Pensionsforsakring AB | 15,754 | $2.43M | 0.02% | −67,293−81.0% | Reduced |
| Gladstone Institutional Advisory LLC | 15,897 | $2.44M | 0.10% | +15,897 | New |
| Stance Capital LLC | 15,992 | $2.46M | 0.92% | +4,276+36.5% | Added |
| Edgemoor Investment Advisors, Inc. | 16,070 | $2.47M | 0.21% | −305−1.9% | Reduced |
| Chesley Taft & Associates LLC | 16,280 | $2.50M | 0.11% | +16,280 | New |
| Andra AP-fonden | 16,345 | $2.51M | 0.03% | −106,555−86.7% | Reduced |
| Advisors Preferred, LLC | 16,586 | $2.51M | 0.41% | −5,377−24.5% | Reduced |