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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 61 | $9.38K | 0.00% | −323−84.1% | Reduced |
| Semmax Financial Advisors Inc. | 55 | $9.24K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 59 | $9.01K | 0.00% | +1+1.7% | Added |
| Navigoe, LLC | 60 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $8.46K | 0.00% | +55 | New |
| American National Bank | 55 | $8.46K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 55 | $8.46K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $8.24K | 0.00% | +16+43.2% | Added |
| Heritage Wealth Advisors | 52 | $7.99K | 0.00% | +52 | New |
| VSM Wealth Advisory, LLC | 50 | $7.69K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $7.38K | 0.00% | +48 | New |
| Riggs Asset Managment Co. Inc. | 46 | $7.07K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 46 | $7.07K | 0.01% | +46 | New |
| Compass Financial Services Inc | 46 | $7.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $7.00K | 0.00% | −32−41.0% | Reduced |
| Aspect Partners, LLC | 45 | $6.92K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 42 | $6.39K | 0.00% | −82−66.1% | Reduced |
| WealthTrak Capital Management LLC | 41 | $6.30K | 0.01% | +8+24.2% | Added |
| Bare Financial Services, Inc | 33 | $5.07K | 0.00% | +29+725.0% | Added |
| DT Investment Partners, LLC | 32 | $4.92K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 31 | $4.79K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $4.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 29 | $4.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $4.46K | 0.00% | −2−6.5% | Reduced |
| S&T Bank | 29 | $4.46K | 0.00% | +19+190.0% | Added |
| HighMark Wealth Management LLC | 29 | $4.46K | 0.00% | +29 | New |
| Total Investment Management Inc | 26 | $4.01K | 0.00% | +26 | New |
| Tortoise Investment Management, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Crews Bank & Trust | 26 | $4.00K | 0.00% | +26 | New |
| IMG Wealth Management, Inc. | 25 | $3.84K | 0.00% | +25 | New |
| Traub Capital Management LLC | 25 | $3.84K | 0.00% | +25 | New |
| Millstone Evans Group, LLC | 23 | $3.54K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 23 | $3.54K | 0.00% | +23 | New |
| Maseco LLP | 22 | $3.43K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 19 | $2.92K | 0.00% | +19 | New |
| Duncker Streett & Co Inc | 17 | $2.61K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $2.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $2.46K | 0.00% | −3−15.8% | Reduced |
| Stephens Consulting, LLC | 16 | $2.46K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 15 | $2.31K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 15 | $2.31K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $2.15K | 0.00% | +14 | New |
| Anfield Capital Management, LLC | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Rialto Wealth Management, LLC | 13 | $2.00K | 0.00% | +10+333.3% | Added |
| Beaird Harris Wealth Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| WealthCollab, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Strengthening Families & Communities, LLC | 12 | $1.85K | 0.00% | +5+71.4% | Added |
| Signature Resources Capital Management, LLC | 12 | $1.84K | 0.00% | +12 | New |
| Clean Yield Group | 11 | $1.69K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $1.69K | 0.00% | +11 | New |
| JDM Financial Group LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.21K | 0.00% | +8 | New |
| Blume Capital Management, Inc. | 7 | $1.08K | 0.00% | +2+40.0% | Added |
| Atticus Wealth Management, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Tidemark, LLC | 6 | $922 | 0.00% | +6 | New |
| Financial Gravity Companies, Inc. | 5 | $769 | 0.00% | +5 | New |
| Transce3nd, LLC | 4 | $615 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $615 | 0.00% | +1+33.3% | Added |
| Crewe Advisors LLC | 3 | $462 | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 2 | $307 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −167,813−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −151,771−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −132,857−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −119,054−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −98,523−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −87,406−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −55,517−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −44,225−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −25,237−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −25,198−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −23,315−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −23,026−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,802−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,488−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −11,136−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,917−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,575−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |