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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
Soltis Investment Advisors LLC1,386$213.0K0.02%+1,386New
MV Capital Management, Inc.1,384$212.8K0.02%−4−0.3%Reduced
Robertson Stephens Wealth Management, LLC1,382$212.5K0.01%−45−3.2%Reduced
McElhenny Sheffield Capital Management, LLC1,381$212.3K0.06%00.0%Unchanged
May Hill Capital, LLC1,380$212.1K0.07%+74+5.7%Added
Avidian Wealth Solutions, LLC1,379$212.0K0.01%−98−6.6%Reduced
Sovran Advisors, LLC1,397$212.0K0.02%+1,397New
Facet Wealth, Inc.1,279$211.1K0.00%+1,279New
Cidel Asset Management Inc1,366$210.0K0.01%−133−8.9%Reduced
Orion Capital Management LLC1,362$209.4K0.08%+72+5.6%Added
Catalyst Capital Advisors LLC1,360$209.1K0.00%+833+158.1%Added
Focused Wealth Management, Inc1,358$208.8K0.03%−685−33.5%Reduced
Werba Rubin Papier Wealth Management1,357$208.6K0.04%+1,357New
Westside Investment Management, Inc.1,369$208.0K0.04%+169+14.1%Added
Aspire Private Capital, LLC1,352$207.8K0.05%+2+0.1%Added
Harmony Asset Management LLC1,351$207.7K0.08%00.0%Unchanged
Aberdeen Wealth Management LLC1,350$207.5K0.14%00.0%Unchanged
Sowell Financial Services LLC1,345$206.7K0.01%−131−8.9%Reduced
Capstone Wealth Management Group, LLC1,343$206.5K0.20%+1,343New
Natural Investments, LLC1,343$206.0K0.05%−430−24.3%Reduced
Revolve Wealth Partners, LLC1,339$205.8K0.03%+1,339New
Oxford Financial Group Ltd1,335$205.2K0.01%−87−6.1%Reduced
Phocas Financial Corp.1,334$205.1K0.03%−20−1.5%Reduced
XML Financial, LLC1,334$205.1K0.02%00.0%Unchanged
Crestwood Advisors Group LLC1,320$202.9K0.00%+1,320New
Pinnacle Financial Partners Inc1,302$200.2K0.00%−194−13.0%Reduced
Wharton Business Group, LLC1,300$200.0K0.01%−1,255−49.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,256$193.1K0.07%+229+22.3%Added
Key Financial Inc1,231$189.2K0.04%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,174$180.5K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,151$176.9K0.08%00.0%Unchanged
Colonial Trust Co1,122$172.5K0.03%−24−2.1%Reduced
Brown Brothers Harriman & Co1,109$170.5K0.00%+973+715.4%Added
Arcadia Investment Management Corp1,101$169.3K0.03%00.0%Unchanged
City State Bank1,058$162.6K0.05%00.0%Unchanged
SJS Investment Consulting Inc.1,009$155.1K0.02%+73+7.8%Added
Princeton Global Asset Management LLC1,007$154.8K0.03%+316+45.7%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH986$151.6K0.00%+986New
Bollard Group LLC979$151.0K0.00%+50+5.4%Added
Mount Yale Investment Advisors, LLC965$148.3K0.01%+965New
Beacon Capital Management, LLC951$146.2K0.02%−82−7.9%Reduced
North Star Investment Management Corp.949$145.9K0.01%+2+0.2%Added
Private Trust Co NA929$142.8K0.01%+535+135.8%Added
Sit Investment Associates Inc885$136.0K0.00%−105−10.6%Reduced
Atlantic Trust, LLC871$133.9K0.03%+176+25.3%Added
First United Bank Trust800$123.0K0.04%00.0%Unchanged
Virtus ETF Advisers LLC785$120.7K0.07%00.0%Unchanged
GHP Investment Advisors, Inc.775$119.1K0.01%00.0%Unchanged
Franchise Capital Ltd769$118.2K0.06%+560+267.9%Added
AdvisorNet Financial, Inc751$115.4K0.01%−63−7.7%Reduced
CVA Family Office, LLC743$114.2K0.02%+10+1.4%Added
Centennial Bank740$113.8K0.05%00.0%Unchanged
Bruce G. Allen Investments, LLC724$111.3K0.08%−12−1.6%Reduced
Inlight Wealth Management, LLC720$110.7K0.06%00.0%Unchanged
HHM Wealth Advisors, LLC716$110.1K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC715$109.9K0.04%00.0%Unchanged
Webster Bank, N. A.700$107.6K0.01%00.0%Unchanged
Golden State Wealth Management, LLC663$101.9K0.01%+1+0.2%Added
NBC Securities, Inc.659$101.0K0.01%−201−23.4%Reduced
Rosenberg Matthew Hamilton633$97.3K0.02%−250−28.3%Reduced
UMA Financial Services, Inc.631$96.9K0.02%+16+2.6%Added
Glen Eagle Advisors, LLC625$96.1K0.01%00.0%Unchanged
First Horizon Advisors, Inc.616$94.7K0.00%00.0%Unchanged
Creative Financial Designs Inc599$92.0K0.01%+16+2.7%Added
HM Payson & Co575$88.4K0.00%+42+7.9%Added
MeadowBrook Investment Advisors LLC574$88.2K0.08%00.0%Unchanged
ORG Partners LLC581$88.1K0.02%+104+21.8%Added
Manchester Capital Management LLC571$87.8K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd566$87.0K0.06%+566New
ORG Wealth Partners, LLC569$86.3K0.02%−30−5.0%Reduced
Bank & Trust Co550$84.6K0.07%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC510$84.0K0.03%+510New
Cary Street Partners Financial LLC518$79.6K0.00%+7+1.4%Added
Valley National Advisers Inc508$78.0K0.01%00.0%Unchanged
Meeder Asset Management Inc507$77.9K0.00%+300+144.9%Added
Ameriflex Group, Inc.506$77.7K0.04%−110−17.9%Reduced
MCF Advisors LLC500$76.9K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators470$72.3K0.03%00.0%Unchanged
FSA Wealth Management LLC467$71.9K0.03%+2+0.4%Added
Pinnacle Bancorp, Inc.450$69.2K0.02%00.0%Unchanged
Iron Horse Wealth Management, LLC440$67.6K0.02%+440New
Cullen/Frost Bankers, Inc.438$67.4K0.00%+39+9.8%Added
Wood Tarver Financial Group, LLC435$66.0K0.02%+2+0.5%Added
Clear Street Markets LLC423$65.0K0.02%+423New
Cape Investment Advisory, Inc.422$64.9K0.02%00.0%Unchanged
Trust Co of Vermont422$64.9K0.00%+234+124.5%Added
Caldwell Trust Co410$63.0K0.01%00.0%Unchanged
Asset Dedication, LLC405$62.3K0.00%−6−1.5%Reduced
Riverview Trust Co400$61.5K0.08%−1,094−73.2%Reduced
Mechanics Financial Corp400$61.5K0.03%00.0%Unchanged
Eastern Bank397$61.0K0.00%−755−65.5%Reduced
Atlas Capital Advisors LLC394$60.6K0.01%00.0%Unchanged
Sachetta, LLC390$60.0K0.02%+11+2.9%Added
Opal Wealth Advisors, LLC387$59.5K0.02%+2+0.5%Added
TCTC Holdings, LLC379$58.3K0.00%00.0%Unchanged
Rise Advisors, LLC373$57.3K0.02%+8+2.2%Added
NewSquare Capital LLC362$55.6K0.00%+84+30.2%Added
Versant Capital Management, Inc361$55.5K0.01%−20−5.2%Reduced
GW&K Investment Management, LLC359$55.0K0.00%+33+10.1%Added
Anchor Investment Management, LLC350$53.8K0.00%+50+16.7%Added