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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 16,380 | $2.52M | 0.03% | +8,754+114.8% | Added |
| D.A. Davidson & Co. | 16,428 | $2.53M | 0.02% | −84−0.5% | Reduced |
| Liberty Capital Management, Inc. | 16,434 | $2.53M | 0.51% | −95−0.6% | Reduced |
| Verde Capital Management | 16,495 | $2.54M | 0.63% | +425+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,764 | $2.58M | 0.18% | −1,162−6.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,886 | $2.60M | 0.11% | +2,697+19.0% | Added |
| Great Diamond Partners, LLC | 17,019 | $2.62M | 0.55% | +1,953+13.0% | Added |
| Park Avenue Securities LLC | 17,071 | $2.62M | 0.02% | +28+0.2% | Added |
| Walleye Capital LLC | 17,145 | $2.64M | 0.02% | +7,523+78.2% | Added |
| Capital Investment Advisors, LLC | 17,178 | $2.64M | 0.05% | −66−0.4% | Reduced |
| Tudor Investment Corp Et Al | 17,206 | $2.65M | 0.02% | +17,206 | New |
| Meiji Yasuda Life Insurance Co | 17,353 | $2.67M | 0.08% | −2,927−14.4% | Reduced |
| Raiffeisen Bank International AG | 17,833 | $2.74M | 0.04% | −13,042−42.2% | Reduced |
| Wahed Invest LLC | 17,811 | $2.74M | 0.42% | +1,809+11.3% | Added |
| Kornitzer Capital Management Inc | 17,900 | $2.75M | 0.06% | −8,500−32.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 17,911 | $2.75M | 0.29% | +17,911 | New |
| Diversified Trust Co | 17,929 | $2.76M | 0.06% | −10,782−37.6% | Reduced |
| Impax Asset Management Group plc | 18,416 | $2.83M | 0.02% | −6,573−26.3% | Reduced |
| Nations Financial Group Inc, | 18,611 | $2.86M | 0.20% | +1,187+6.8% | Added |
| Private Advisor Group, LLC | 18,698 | $2.87M | 0.02% | +639+3.5% | Added |
| Siemens Fonds Invest GmbH | 18,944 | $2.91M | 0.17% | +1,621+9.4% | Added |
| V-Square Quantitative Management LLC | 18,976 | $2.92M | 0.39% | −636−3.2% | Reduced |
| Harvest Fund Management Co., Ltd | 19,573 | $2.93M | 0.14% | +8,570+77.9% | Added |
| Forte Capital LLC | 19,170 | $2.95M | 0.32% | +84+0.4% | Added |
| Twin Capital Management Inc | 19,185 | $2.95M | 0.31% | +8,397+77.8% | Added |
| Drake & Associates, LLC | 19,245 | $2.96M | 0.72% | +6,029+45.6% | Added |
| Commerce Bank | 19,530 | $3.00M | 0.02% | +237+1.2% | Added |
| SG Americas Securities, LLC | 19,681 | $3.03M | 0.01% | +8,780+80.5% | Added |
| Concurrent Investment Advisors, LLC | 19,725 | $3.03M | 0.06% | +193+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,820 | $3.05M | 0.05% | +443+2.3% | Added |
| Marvin & Palmer Associates Inc | 19,841 | $3.05M | 2.62% | +19,841 | New |
| Kinneret Advisory, LLC | 19,885 | $3.06M | 0.28% | −30−0.2% | Reduced |
| Bleichroeder LP | 20,000 | $3.07M | 0.76% | +20,000 | New |
| Omers Administration Corp | 20,194 | $3.10M | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 20,204 | $3.11M | 2.34% | −192−0.9% | Reduced |
| Ieq Capital, LLC | 20,350 | $3.13M | 0.02% | −5,291−20.6% | Reduced |
| Nicola Wealth Management Ltd. | 20,642 | $3.17M | 0.30% | +1,140+5.8% | Added |
| Hamilton Capital Partners Inc. | 20,805 | $3.20M | 0.16% | +1,746+9.2% | Added |
| Allworth Financial LP | 20,880 | $3.21M | 0.02% | +14,806+243.8% | Added |
| Transamerica Financial Advisors, Inc. | 20,957 | $3.22M | 0.30% | +20,957 | New |
| Argentarii, LLC | 21,102 | $3.24M | 1.49% | −389−1.8% | Reduced |
| Bleakley Financial Group, LLC | 21,513 | $3.31M | 0.08% | +2,664+14.1% | Added |
| BCJ Capital Management, LLC | 21,716 | $3.34M | 0.22% | +2,126+10.9% | Added |
| Patton Fund Management, Inc. | 21,846 | $3.36M | 0.74% | −17,865−45.0% | Reduced |
| Ascent Group, LLC | 22,041 | $3.39M | 0.13% | −4,145−15.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,265 | $3.42M | 0.13% | +2,085+10.3% | Added |
| CWM, LLC | 22,464 | $3.45M | 0.01% | +7,284+48.0% | Added |
| Azzad Asset Management Inc | 22,470 | $3.45M | 0.37% | +11,334+101.8% | Added |
| Portfolio Design Labs, LLC | 22,505 | $3.46M | 0.68% | −4,911−17.9% | Reduced |
| Assenagon Asset Management S.A. | 22,754 | $3.50M | 0.01% | +1,690+8.0% | Added |
| Summit Global Investments | 22,780 | $3.50M | 0.21% | +12,671+125.3% | Added |
| United Capital Financial Advisers, LLC | 23,118 | $3.55M | 0.03% | +1,229+5.6% | Added |
| Lincluden Management Ltd | 23,650 | $3.64M | 0.40% | −91−0.4% | Reduced |
| Perpetual Ltd | 24,035 | $3.69M | 0.04% | +481+2.0% | Added |
| Summit Place Financial Advisors, LLC | 24,040 | $3.70M | 1.86% | −170−0.7% | Reduced |
| Brinker Capital Investments, LLC | 24,044 | $3.70M | 0.03% | +2,827+13.3% | Added |
| SummitTX Capital, L.P. | 24,136 | $3.71M | 0.16% | +22,586+1,457.2% | Added |
| Gamco Investors, Inc. Et Al | 24,166 | $3.72M | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 24,512 | $3.77M | 0.47% | −475−1.9% | Reduced |
| Machina Capital S.A.S. | 24,523 | $3.77M | 0.78% | +12,281+100.3% | Added |
| Brown Advisory Inc | 24,705 | $3.80M | 0.00% | −10,591−30.0% | Reduced |
| Atlantic Union Bankshares Corp | 24,835 | $3.82M | 0.09% | +16,676+204.4% | Added |
| La Banque Postale Asset Management SA | 24,971 | $3.84M | 0.05% | +24,971 | New |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $3.87M | 0.20% | +1,459+6.2% | Added |
| First Pacific Financial | 25,249 | $3.88M | 0.57% | +25,200+51,428.6% | Added |
| MAI Capital Management | 25,399 | $3.90M | 0.03% | −58−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.92M | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 25,545 | $3.93M | 0.06% | −258,264−91.0% | Reduced |
| Westover Capital Advisors, LLC | 25,639 | $3.94M | 0.79% | −3,191−11.1% | Reduced |
| Boston Family Office LLC | 25,753 | $3.96M | 0.26% | −79−0.3% | Reduced |
| Spinnaker Trust | 25,832 | $3.97M | 0.24% | +80.0% | Added |
| Fairfield Financial Advisors, LTD | 26,519 | $4.08M | 1.43% | +8,492+47.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 27,067 | $4.16M | 0.35% | −1,222−4.3% | Reduced |
| Beacon Financial Planning, Inc | 27,275 | $4.19M | 2.34% | −618−2.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 27,565 | $4.24M | 0.78% | +14+0.1% | Added |
| Catalytic Wealth RIA, LLC | 27,574 | $4.24M | 0.35% | +2,728+11.0% | Added |
| E. Ohman J:or Asset Management AB | 27,594 | $4.24M | 0.11% | −280−1.0% | Reduced |
| New Mexico Educational Retirement Board | 27,648 | $4.25M | 0.14% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 27,756 | $4.27M | 0.01% | +3,151+12.8% | Added |
| Merit Financial Group, LLC | 27,861 | $4.28M | 0.05% | +2,575+10.2% | Added |
| Crossmark Global Holdings, Inc. | 27,997 | $4.30M | 0.07% | +1,292+4.8% | Added |
| FJ Capital Management LLC | 28,454 | $4.37M | 0.46% | +7,045+32.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,670 | $4.41M | 0.03% | +5,802+25.4% | Added |
| Eisler Capital Management Ltd. | 28,702 | $4.42M | 0.15% | −29,700−50.9% | Reduced |
| Pensionfund Sabic | 29,059 | $4.47M | 1.27% | +1,500+5.4% | Added |
| Oppenheimer & Co Inc | 29,260 | $4.50M | 0.06% | −407−1.4% | Reduced |
| Generali Asset Management SPA SGR | 29,938 | $4.60M | 0.10% | −8,898−22.9% | Reduced |
| Ostrum Asset Management | 30,592 | $4.70M | 0.22% | +25,415+490.9% | Added |
| D L Carlson Investment Group Inc | 30,685 | $4.72M | 0.86% | −2,048−6.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,857 | $4.74M | 0.05% | +606+2.0% | Added |
| Westwood Holdings Group Inc. | 31,248 | $4.80M | 0.03% | +31,248 | New |
| Cinctive Capital Management LP | 31,257 | $4.81M | 0.27% | −17,627−36.1% | Reduced |
| ING Groep NV | 31,542 | $4.85M | 0.03% | +3,951+14.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $4.86M | 0.40% | 00.0% | Unchanged |
| Blair William & Co | 31,603 | $4.86M | 0.01% | +555+1.8% | Added |
| Capital Fund Management S.A. | 31,686 | $4.87M | 0.05% | +31,686 | New |
| Maryland State Retirement & Pension System | 31,845 | $4.90M | 0.11% | +3,029+10.5% | Added |
| Legacy CG, LLC | 32,440 | $4.99M | 1.49% | +309+1.0% | Added |
| Securian Asset Management, Inc | 32,480 | $4.99M | 0.14% | +208+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 32,500 | $5.00M | 1.38% | +11,400+54.0% | Added |