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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 348 | $53.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 341 | $52.4K | 0.01% | +8+2.4% | Added |
| Piscataqua Savings Bank | 338 | $52.0K | 0.04% | 00.0% | Unchanged |
| Copia Wealth Management | 333 | $51.2K | 0.04% | +333 | New |
| Financial Management Professionals, Inc. | 328 | $50.4K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $49.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 315 | $48.4K | 0.01% | +26+9.0% | Added |
| Affinity Wealth LLC | 307 | $47.2K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 307 | $47.2K | 0.01% | +87+39.5% | Added |
| JNBA Financial Advisors | 300 | $46.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $46.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 294 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $44.9K | 0.01% | −5−1.7% | Reduced |
| Private Wealth Asset Management, LLC | 290 | $44.6K | 0.01% | −10−3.3% | Reduced |
| Financial Perspectives, Inc | 284 | $43.7K | 0.01% | −75−20.9% | Reduced |
| Manitou Investment Management Ltd. | 270 | $41.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 265 | $41.0K | 0.02% | −12−4.3% | Reduced |
| Scarborough Advisors, LLC | 267 | $41.0K | 0.01% | +267 | New |
| TruNorth Capital Management, LLC | 261 | $40.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 258 | $39.8K | 0.03% | +13+5.3% | Added |
| Creekmur Asset Management LLC | 255 | $39.2K | 0.01% | −250−49.5% | Reduced |
| Truvestments Capital LLC | 245 | $37.7K | 0.01% | −26−9.6% | Reduced |
| First Command Advisory Services, Inc. | 232 | $35.7K | 0.00% | +27+13.2% | Added |
| Salem Investment Counselors Inc | 231 | $35.5K | 0.00% | −24−9.4% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 200 | $33.8K | 0.01% | −3−1.5% | Reduced |
| Hollencrest Capital Management | 215 | $33.1K | 0.00% | −68−24.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 213 | $32.7K | 0.00% | +201+1,675.0% | Added |
| N.E.W. Advisory Services LLC | 212 | $32.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 212 | $32.6K | 0.00% | +65+44.2% | Added |
| Global Trust Asset Management, LLC | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30,746 | $30.7K | 0.02% | +30,546+15,273.0% | Added |
| Roxbury Financial LLC | 196 | $30.1K | 0.03% | +7+3.7% | Added |
| NBT Bank N A | 196 | $30.1K | 0.00% | +1+0.5% | Added |
| Essential Partners LLC | 188 | $28.9K | 0.01% | +188 | New |
| Dunhill Financial, LLC | 187 | $28.8K | 0.01% | +82+78.1% | Added |
| Quest 10 Wealth Builders, Inc. | 186 | $28.5K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 226 | $28.5K | 0.00% | +100+79.4% | Added |
| Smallwood Wealth Investment Management, LLC | 185 | $28.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 185 | $28.4K | 0.00% | −73−28.3% | Reduced |
| McIlrath & Eck, LLC | 184 | $28.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $28.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $28.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 181 | $27.8K | 0.02% | −40−18.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 181 | $27.8K | 0.00% | +170+1,545.5% | Added |
| Harbor Capital Advisors, Inc. | 175 | $27.0K | 0.00% | −9−4.9% | Reduced |
| Wealth Preservation Advisors, LLC | 173 | $26.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 171 | $26.4K | 0.01% | +1+0.6% | Added |
| Sittner & Nelson, LLC | 171 | $26.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 166 | $25.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 165 | $25.3K | 0.00% | −12−6.8% | Reduced |
| Spire Wealth Management | 160 | $24.6K | 0.00% | −314−66.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 156 | $23.9K | 0.01% | +156 | New |
| Park Place Capital Corp | 152 | $23.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 148 | $22.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 148 | $22.8K | 0.01% | +148 | New |
| Burkett Financial Services, LLC | 145 | $22.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $22.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 143 | $22.0K | 0.00% | −48−25.1% | Reduced |
| Financial Network Wealth Advisors LLC | 142 | $21.8K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 139 | $21.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 136 | $20.9K | 0.01% | +102+300.0% | Added |
| Activest Wealth Management | 136 | $20.9K | 0.01% | +2+1.5% | Added |
| Arlington Trust Co LLC | 135 | $20.8K | 0.00% | +4+3.1% | Added |
| Center for Financial Planning, Inc. | 133 | $20.4K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 131 | $20.1K | 0.01% | +131 | New |
| Avion Wealth | 133 | $20.0K | 0.00% | +45+51.1% | Added |
| MorganRosel Wealth Management, LLC | 130 | $20.0K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 125 | $19.2K | 0.00% | −5,400−97.7% | Reduced |
| Central Pacific Bank - Trust Division | 125 | $19.2K | 0.00% | +125 | New |
| Ogorek Anthony Joseph | 128 | $19.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 122 | $18.8K | 0.00% | −47−27.8% | Reduced |
| Highline Wealth Partners LLC | 119 | $18.3K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $17.5K | 0.02% | +77+208.1% | Added |
| Coston, McIsaac & Partners | 115 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 110 | $16.8K | 0.02% | +1+0.9% | Added |
| IMA Wealth, Inc. | 107 | $16.4K | 0.00% | +4+3.9% | Added |
| Evermay Wealth Management LLC | 105 | $16.1K | 0.00% | −20−16.0% | Reduced |
| Wolff Wiese Magana LLC | 105 | $16.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 102 | $15.6K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 101 | $15.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $15.4K | 0.01% | +100 | New |
| Nemes Rush Group LLC | 100 | $15.4K | 0.00% | +100 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 94 | $14.5K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 94 | $14.4K | 0.00% | +1+1.1% | Added |
| New Millennium Group LLC | 91 | $14.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 87 | $13.4K | 0.00% | +1+1.2% | Added |
| Cornerstone Planning Group LLC | 77 | $13.1K | 0.00% | +2+2.7% | Added |
| Citizens National Bank Trust Department | 83 | $12.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $12.5K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 78 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 77 | $11.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 77 | $11.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $11.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10,376 | $10.4K | 0.00% | +983+10.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 65 | $9.99K | 0.01% | −20−23.5% | Reduced |