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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
Strategic Blueprint, LLC0$00.00%−1,802−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,792−100.0%Sold out
Readystate Asset Management LP0$00.00%−1,769−100.0%Sold out
Intrua Financial, LLC0$00.00%−1,748−100.0%Sold out
RFG Advisory, LLC0$00.00%−1,698−100.0%Sold out
Inceptionr LLC0$00.00%−1,599−100.0%Sold out
Abel Hall, LLC0$00.00%−1,549−100.0%Sold out
Advisor Resource Council0$00.00%−1,787−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−1,526−100.0%Sold out
Trust Investment Advisors0$00.00%−1,486−100.0%Sold out
Charter Trust Co0$00.00%−1,370−100.0%Sold out
RIA Advisory Group LLC0$00.00%−1,329−100.0%Sold out
Allen Mooney & Barnes Investment Advisors LLC0$00.00%−1,323−100.0%Sold out
Old Port Advisors0$00.00%−1,314−100.0%Sold out
Birch Financial Group, LLC0$00.00%−1,312−100.0%Sold out
Quent Capital, LLC0$00.00%−1,245−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,226−100.0%Sold out
Washington Trust Co0$00.00%−1,200−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−1,000−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−656−100.0%Sold out
Avalon Trust Co0$00.00%−517−100.0%Sold out
Compass Wealth Management LLC0$00.00%−400−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−300−100.0%Sold out
eCIO, Inc.0$00.00%−42,000−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−250−100.0%Sold out
Saudi Central Bank0$00.00%−245−100.0%Sold out
Optimum Investment Advisors0$00.00%−212−100.0%Sold out
PSI Advisors, LLC0$00.00%−203−100.0%Sold out
Trivant Custom Portfolio Group, LLC0$00.00%−200−100.0%Sold out
ZynergyRetirementPlanningLLC0$00.00%−216−100.0%Sold out
West Paces Advisors Inc.0$00.00%−117−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−99−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−96−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−51−100.0%Sold out
Peoples Bank0$00.00%−50−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−47−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−46−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−34−100.0%Sold out
City Holding Co0$00.00%−31−100.0%Sold out
BFSG, LLC0$00.00%−11−100.0%Sold out
Winnow Wealth LLC0$00.00%−11−100.0%Sold out
GoalVest Advisory LLC0$00.00%−10−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−7−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−7−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−5−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−5−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−3−100.0%Sold out
Greenline Partners, LLC0$00.00%−3−100.0%Sold out
Credit Agricole S A––––Not filed
Transform Wealth, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Impact Asset Management GmbH––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Sandy Spring Bank––––Not filed
Sheaff Brock Investment Advisors, LLC––––Not filed
Proquility Private Wealth Partners, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
Benchmark Investment Advisors LLC––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Mission Financial Group, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Marcum Wealth, LLC––––Not filed
Regent Peak Wealth Advisors LLC––––Not filed
Sofos Investments, Inc.––––Not filed