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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
First Affirmative Financial Network1,915$294.4K0.15%+28+1.5%Added
Analyst IMS Investment Management Services Ltd.1,913$294.0K0.01%+99+5.5%Added
Sivia Capital Partners, LLC1,910$293.5K0.10%+127+7.1%Added
CWA Asset Management Group, LLC1,898$291.8K0.01%+306+19.2%Added
QTR Family Wealth, LLC1,897$291.7K0.18%+192+11.3%Added
Foster Group, Inc.1,894$291.2K0.01%+91+5.0%Added
One Degree Advisors Inc1,896$291.0K0.10%00.0%Unchanged
J. Safra Sarasin Holding AG1,881$289.2K0.00%−17,148−90.1%Reduced
Mystic Asset Management, Inc.1,881$289.2K0.07%+116+6.6%Added
Cary Street Partner Investment Advisory LLC1,878$288.7K0.14%+97+5.4%Added
Miracle Mile Advisors, LLC1,870$287.5K0.00%+1,870New
Dynamic Advisor Solutions LLC1,866$286.8K0.01%+107+6.1%Added
Parkside Financial Bank & Trust1,865$286.7K0.03%+287+18.2%Added
Western Wealth Management, LLC1,839$282.8K0.02%+150+8.9%Added
MUFG Securities EMEA plc1,836$282.2K0.01%+1,836New
Capital Advisors Wealth Management, LLC1,835$282.2K0.04%−92−4.8%Reduced
PUREfi Wealth, LLC1,817$279.3K0.22%+1,817New
Daymark Wealth Partners, LLC1,814$278.9K0.01%−48−2.6%Reduced
Bullock Wealth Management Group1,826$276.8K0.15%−66−3.5%Reduced
Cromwell Holdings LLC1,781$273.8K0.17%00.0%Unchanged
Fortitude Advisory Group L.L.C.1,769$271.9K0.16%−25−1.4%Reduced
MBB Public Markets I LLC1,760$270.6K0.03%−393−18.3%Reduced
Motco1,639$270.5K0.03%−357−17.9%Reduced
Fourth Dimension Wealth, LLC1,758$270.2K0.11%+1,647+1,483.8%Added
Fortis Group Advisors, LLC1,632$268.8K0.05%+61+3.9%Added
Modera Wealth Management, LLC1,747$268.5K0.00%−404−18.8%Reduced
SRS Capital Advisors, Inc.1,746$268.5K0.01%+273+18.5%Added
Carr Financial Group Corp1,742$267.8K0.08%−237−12.0%Reduced
Accurate Wealth Management, LLC1,750$267.3K0.04%+4+0.2%Added
Cercano Management LLC1,736$266.9K0.01%00.0%Unchanged
Crawford Investment Counsel Inc1,731$266.1K0.00%+1,731New
Cahill Financial Advisors Inc1,717$263.9K0.03%+1+0.1%Added
Focus Financial Network, Inc.1,715$263.7K0.01%+1+0.1%Added
Angeles Wealth Management, LLC1,709$262.7K0.02%+377+28.3%Added
Middleton & Co Inc1,700$261.3K0.03%00.0%Unchanged
Lafayette Investments, Inc.1,699$261.2K0.05%00.0%Unchanged
Colonial Trust Advisors1,692$260.1K0.02%00.0%Unchanged
Caisse de Depot Et Placement du Quebec1,678$258.0K0.00%−173,380−99.0%Reduced
Roehl & Yi Investment Advisors, LLC1,670$256.7K0.13%00.0%Unchanged
Lokken Investment Group LLC1,661$255.3K0.10%−4−0.2%Reduced
Values Added Financial LLC1,652$254.0K0.12%+209+14.5%Added
Mechanics Bank Trust Department1,649$253.5K0.04%00.0%Unchanged
Global X Japan Co., Ltd.1,648$253.3K0.03%+18+1.1%Added
Larson Financial Group LLC1,642$252.5K0.01%+157+10.6%Added
Optas, LLC1,639$252.0K0.05%−1,667−50.4%Reduced
Alpine Global Management, LLC1,636$251.5K0.06%+1,636New
Silver Oak Securities, Inc1,616$248.5K0.02%+1,616New
Investment Partners, Ltd.1,613$248.0K0.09%+6+0.4%Added
Capital Investment Advisory Services, LLC1,607$247.0K0.02%+2+0.1%Added
Zions Bancorporation, National Association1,604$246.6K0.01%+65+4.2%Added
Hunter Associates Investment Management LLC1,600$246.0K0.04%00.0%Unchanged
Leavell Investment Management, Inc.1,600$246.0K0.01%−100−5.9%Reduced
Cherokee Insurance Co1,600$246.0K0.11%00.0%Unchanged
Chicago Partners Investment Group LLC1,521$245.8K0.01%+120+8.6%Added
Edgestream Partners, L.P.1,592$244.7K0.01%−5,820−78.5%Reduced
Liberty Wealth Management LLC1,589$244.3K0.04%+1+0.1%Added
Moss Adams Wealth Advisors LLC1,585$243.7K0.02%+261+19.7%Added
Investment Advisory Services Inc1,580$242.9K0.08%00.0%Unchanged
Bridgewater Advisors Inc.1,461$242.5K0.02%+71+5.1%Added
Holderness Investments Co1,577$242.4K0.05%−200−11.3%Reduced
Founders Financial Securities LLC1,576$242.4K0.02%+27+1.7%Added
Hardy Reed LLC1,573$241.7K0.02%+1,573New
VestGen Advisors, LLC1,558$239.5K0.01%−109−6.5%Reduced
Fairscale Capital, LLC1,448$239.0K0.17%00.0%Unchanged
Bogart Wealth, LLC1,553$238.7K0.01%+27+1.8%Added
Moody National Bank Trust Division1,545$237.5K0.02%−6−0.4%Reduced
Sentry Investment Management LLC1,559$237.0K0.13%−237−13.2%Reduced
E Fund Management Co., Ltd.1,535$236.0K0.01%−55−3.5%Reduced
Wealthcare Advisory Partners LLC1,529$235.0K0.01%+29+1.9%Added
Onefund, LLC1,529$235.0K0.17%+2+0.1%Added
Stonebrook Private Inc.1,524$234.2K0.05%+15+1.0%Added
Community Trust & Investment Co1,520$233.7K0.01%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC1,519$233.5K0.03%00.0%Unchanged
True North Advisors, LLC1,512$232.4K0.04%−229−13.2%Reduced
Phillips Wealth Planners LLC1,524$231.3K0.21%−28−1.8%Reduced
Hanson & Doremus Investment Management1,500$231.0K0.03%00.0%Unchanged
Gitterman Wealth Management, LLC1,488$229.0K0.05%+1,488New
Challenger Wealth Management1,490$229.0K0.16%+7+0.5%Added
Schneider Downs Wealth Management Advisors, LP1,487$228.6K0.03%−75−4.8%Reduced
Courier Capital LLC1,487$228.6K0.01%−8−0.5%Reduced
Argent Trust Co1,479$227.4K0.01%+1,479New
Transcend Wealth Collective, LLC1,476$226.9K0.02%+1,476New
Birch Hill Investment Advisors LLC1,472$226.3K0.01%00.0%Unchanged
Gateway Investment Advisers LLC1,466$225.4K0.00%−142−8.8%Reduced
FSM Wealth Advisors, LLC1,459$225.0K0.04%+1,459New
Cornerstone Wealth Group, LLC1,460$224.5K0.02%+66+4.7%Added
Rothschild Investment LLC1,460$224.4K0.01%+44+3.1%Added
FineMark National Bank & Trust1,460$224.4K0.01%+22+1.5%Added
Onyx Bridge Wealth Group LLC1,459$224.3K0.03%−26−1.8%Reduced
Smith, Moore & Co.1,458$224.1K0.02%+3+0.2%Added
KCM Investment Advisors LLC1,455$223.7K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC1,452$223.2K0.03%+1,452New
FourThought Financial Partners, LLC1,446$222.3K0.02%−11−0.8%Reduced
Signature Estate & Investment Advisors LLC1,439$221.3K0.01%−12−0.8%Reduced
Vectors Research Management, LLC1,422$218.6K0.07%−8−0.6%Reduced
Advisors Capital Management, LLC1,421$218.6K0.00%−33−2.3%Reduced
Hancock Whitney Corp1,406$216.1K0.00%+1,406New
Mattern Wealth Management LLC1,400$215.2K0.04%00.0%Unchanged
Flagship Harbor Advisors, LLC1,395$214.4K0.01%−64−4.4%Reduced
Stonebridge Capital Advisors LLC1,388$213.4K0.02%00.0%Unchanged