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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 54,732 | $8.41M | 0.01% | +54,732 | New |
| WESPAC Advisors SoCal, LLC | 53,909 | $8.29M | 1.85% | +170.0% | Added |
| Oregon Public Employees Retirement Fund | 53,650 | $8.25M | 0.15% | +1,300+2.5% | Added |
| Jump Financial, LLC | 53,513 | $8.23M | 0.10% | +42,436+383.1% | Added |
| Pinnacle Associates Ltd | 53,385 | $8.21M | 0.12% | −2,092−3.8% | Reduced |
| Advisors Management Group Inc | 53,306 | $8.20M | 1.54% | −661−1.2% | Reduced |
| Engineers Gate Manager LP | 53,206 | $8.18M | 0.10% | +19,258+56.7% | Added |
| Pensionfund DSM Netherlands | 52,753 | $8.11M | 5.47% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 52,915 | $8.02M | 0.01% | +790+1.5% | Added |
| Tower Research Capital LLC (TRC) | 52,025 | $8.00M | 0.22% | +15,650+43.0% | Added |
| Consolidated Planning Corp | 51,270 | $7.88M | 0.99% | +1,264+2.5% | Added |
| Warren Averett Asset Management, LLC | 50,689 | $7.79M | 0.09% | +1,061+2.1% | Added |
| Truist Financial Corp | 49,912 | $7.67M | 0.01% | +4,135+9.0% | Added |
| Atria Investments LLC | 48,918 | $7.52M | 0.09% | +10,326+26.8% | Added |
| Aptus Capital Advisors, LLC | 48,847 | $7.51M | 0.07% | +3,895+8.7% | Added |
| US Bancorp | 48,348 | $7.43M | 0.01% | +3,421+7.6% | Added |
| Elo Mutual Pension Insurance Co | 48,254 | $7.42M | 0.15% | −4,496−8.5% | Reduced |
| Pathstone Holdings, LLC | 47,016 | $7.23M | 0.03% | +698+1.5% | Added |
| Quadrature Capital Ltd | 46,843 | $7.20M | 0.12% | +31,078+197.1% | Added |
| Schonfeld Strategic Advisors LLC | 46,808 | $7.20M | 0.05% | +14,442+44.6% | Added |
| Windward Capital Management Co | 46,069 | $7.08M | 0.60% | −1,200−2.5% | Reduced |
| GeoWealth Management, LLC | 46,044 | $7.08M | 0.28% | −1,318−2.8% | Reduced |
| Vident Advisory, LLC | 45,831 | $7.05M | 0.08% | +3,690+8.8% | Added |
| Verition Fund Management LLC | 45,447 | $6.99M | 0.04% | +3,365+8.0% | Added |
| MML Investors Services, LLC | 44,486 | $6.84M | 0.02% | +1,226+2.8% | Added |
| Callahan Advisors, LLC | 44,398 | $6.83M | 0.61% | +1,675+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 44,309 | $6.81M | 0.34% | −8,597−16.2% | Reduced |
| CI Private Wealth, LLC | 43,901 | $6.75M | 0.01% | −1,300−2.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,740 | $6.72M | 0.10% | +25,118+134.9% | Added |
| Los Angeles Capital Management LLC | 43,403 | $6.67M | 0.02% | +748+1.8% | Added |
| Peapack Gladstone Financial Corp | 43,225 | $6.64M | 0.09% | −1,338−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 43,032 | $6.62M | 0.04% | +2,563+6.3% | Added |
| Naviter Wealth, LLC | 43,021 | $6.61M | 0.81% | +4,922+12.9% | Added |
| Mizuho Securities USA LLC | 42,931 | $6.60M | 0.14% | +42,931 | New |
| Triasima Portfolio Management inc. | 42,449 | $6.53M | 1.19% | +5,341+14.4% | Added |
| Lido Advisors, LLC | 42,419 | $6.52M | 0.03% | −50,336−54.3% | Reduced |
| Boothbay Fund Management, LLC | 42,264 | $6.50M | 0.20% | −68,092−61.7% | Reduced |
| Carret Asset Management, LLC | 42,164 | $6.48M | 0.69% | −831−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 42,018 | $6.46M | 0.08% | −152,275−78.4% | Reduced |
| Stevens Capital Management LP | 40,989 | $6.30M | 1.71% | +10,932+36.4% | Added |
| Brasada Capital Management, LP | 41,115 | $6.28M | 1.07% | +3,188+8.4% | Added |
| Achmea Investment Management B.V. | 40,779 | $6.27M | 0.08% | +18,619+84.0% | Added |
| Point72 (DIFC) Ltd | 40,064 | $6.16M | 0.49% | +6,836+20.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,987 | $6.15M | 0.02% | +4,736+13.4% | Added |
| Shell Asset Management Co | 39,932 | $6.14M | 0.21% | +9,997+33.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,573 | $6.08M | 0.17% | −5,327−11.9% | Reduced |
| Kentucky Retirement Systems | 39,498 | $6.07M | 0.18% | −2,588−6.1% | Reduced |
| Banque Cantonale Vaudoise | 39,318 | $6.04M | 0.25% | +10,607+36.9% | Added |
| Spirit of America Management Corp | 39,125 | $6.01M | 1.25% | +1,400+3.7% | Added |
| Colony Group, LLC | 39,105 | $6.01M | 0.01% | +72+0.2% | Added |
| Hartford Investment Management Co | 37,535 | $5.77M | 0.18% | +334+0.9% | Added |
| Capital International Sarl | 36,932 | $5.68M | 0.11% | +1,615+4.6% | Added |
| Investment Management Corp of Ontario | 36,845 | $5.66M | 0.08% | +19,229+109.2% | Added |
| Horizon Investments, LLC | 36,767 | $5.63M | 0.09% | +27,949+317.0% | Added |
| Sterling Capital Management LLC | 36,516 | $5.61M | 0.08% | +330+0.9% | Added |
| KMG Fiduciary Partners, LLC | 35,892 | $5.52M | 0.41% | −256−0.7% | Reduced |
| DoubleLine ETF Adviser LP | 35,846 | $5.51M | 1.77% | +11,917+49.8% | Added |
| Vanderbilt University | 35,747 | $5.50M | 1.04% | −2,695−7.0% | Reduced |
| Empowered Funds, LLC | 35,506 | $5.46M | 0.06% | +20,716+140.1% | Added |
| Man Group plc | 34,897 | $5.36M | 0.01% | +13,284+61.5% | Added |
| Gulf International Bank (UK) Ltd | 33,362 | $5.13M | 0.18% | −3,064−8.4% | Reduced |
| Vise Technologies, Inc. | 33,166 | $5.10M | 0.21% | +33,166 | New |
| Kestra Private Wealth Services, LLC | 33,069 | $5.08M | 0.07% | +4,189+14.5% | Added |
| Svenska Handelsbanken AB (publ) | 32,992 | $5.07M | 4.78% | +32,992 | New |
| Beck Capital Management, LLC | 32,976 | $5.07M | 1.27% | +11,934+56.7% | Added |
| Louisiana State Employees Retirement System | 32,800 | $5.04M | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 32,500 | $5.00M | 1.38% | +11,400+54.0% | Added |
| Securian Asset Management, Inc | 32,480 | $4.99M | 0.14% | +208+0.6% | Added |
| Legacy CG, LLC | 32,440 | $4.99M | 1.49% | +309+1.0% | Added |
| Maryland State Retirement & Pension System | 31,845 | $4.90M | 0.11% | +3,029+10.5% | Added |
| Capital Fund Management S.A. | 31,686 | $4.87M | 0.05% | +31,686 | New |
| Blair William & Co | 31,603 | $4.86M | 0.01% | +555+1.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $4.86M | 0.40% | 00.0% | Unchanged |
| ING Groep NV | 31,542 | $4.85M | 0.03% | +3,951+14.3% | Added |
| Cinctive Capital Management LP | 31,257 | $4.81M | 0.27% | −17,627−36.1% | Reduced |
| Westwood Holdings Group Inc. | 31,248 | $4.80M | 0.03% | +31,248 | New |
| B. Metzler seel. Sohn & Co. AG | 30,857 | $4.74M | 0.05% | +606+2.0% | Added |
| D L Carlson Investment Group Inc | 30,685 | $4.72M | 0.86% | −2,048−6.3% | Reduced |
| Ostrum Asset Management | 30,592 | $4.70M | 0.22% | +25,415+490.9% | Added |
| Generali Asset Management SPA SGR | 29,938 | $4.60M | 0.10% | −8,898−22.9% | Reduced |
| Oppenheimer & Co Inc | 29,260 | $4.50M | 0.06% | −407−1.4% | Reduced |
| Pensionfund Sabic | 29,059 | $4.47M | 1.27% | +1,500+5.4% | Added |
| Eisler Capital Management Ltd. | 28,702 | $4.42M | 0.15% | −29,700−50.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,670 | $4.41M | 0.03% | +5,802+25.4% | Added |
| FJ Capital Management LLC | 28,454 | $4.37M | 0.46% | +7,045+32.9% | Added |
| Crossmark Global Holdings, Inc. | 27,997 | $4.30M | 0.07% | +1,292+4.8% | Added |
| Merit Financial Group, LLC | 27,861 | $4.28M | 0.05% | +2,575+10.2% | Added |
| Vontobel Holding Ltd. | 27,756 | $4.27M | 0.01% | +3,151+12.8% | Added |
| New Mexico Educational Retirement Board | 27,648 | $4.25M | 0.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 27,594 | $4.24M | 0.11% | −280−1.0% | Reduced |
| Catalytic Wealth RIA, LLC | 27,574 | $4.24M | 0.35% | +2,728+11.0% | Added |
| Rainey & Randall Investment Management Inc. | 27,565 | $4.24M | 0.78% | +14+0.1% | Added |
| Beacon Financial Planning, Inc | 27,275 | $4.19M | 2.34% | −618−2.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,067 | $4.16M | 0.35% | −1,222−4.3% | Reduced |
| Fairfield Financial Advisors, LTD | 26,519 | $4.08M | 1.43% | +8,492+47.1% | Added |
| Spinnaker Trust | 25,832 | $3.97M | 0.24% | +80.0% | Added |
| Boston Family Office LLC | 25,753 | $3.96M | 0.26% | −79−0.3% | Reduced |
| Westover Capital Advisors, LLC | 25,639 | $3.94M | 0.79% | −3,191−11.1% | Reduced |
| Jefferies Financial Group Inc. | 25,545 | $3.93M | 0.06% | −258,264−91.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.92M | 0.03% | 00.0% | Unchanged |