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 |
|---|---|---|---|---|---|
| MAI Capital Management | 25,399 | $3.90M | 0.03% | −58−0.2% | Reduced |
| First Pacific Financial | 25,249 | $3.88M | 0.57% | +25,200+51,428.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $3.87M | 0.20% | +1,459+6.2% | Added |
| La Banque Postale Asset Management SA | 24,971 | $3.84M | 0.05% | +24,971 | New |
| Atlantic Union Bankshares Corp | 24,835 | $3.82M | 0.09% | +16,676+204.4% | Added |
| Brown Advisory Inc | 24,705 | $3.80M | 0.00% | −10,591−30.0% | Reduced |
| Machina Capital S.A.S. | 24,523 | $3.77M | 0.78% | +12,281+100.3% | Added |
| Romano Brothers and Company | 24,512 | $3.77M | 0.47% | −475−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 24,166 | $3.72M | 0.04% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 24,136 | $3.71M | 0.16% | +22,586+1,457.2% | Added |
| Brinker Capital Investments, LLC | 24,044 | $3.70M | 0.03% | +2,827+13.3% | Added |
| Summit Place Financial Advisors, LLC | 24,040 | $3.70M | 1.86% | −170−0.7% | Reduced |
| Perpetual Ltd | 24,035 | $3.69M | 0.04% | +481+2.0% | Added |
| Lincluden Management Ltd | 23,650 | $3.64M | 0.40% | −91−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 23,118 | $3.55M | 0.03% | +1,229+5.6% | Added |
| Summit Global Investments | 22,780 | $3.50M | 0.21% | +12,671+125.3% | Added |
| Assenagon Asset Management S.A. | 22,754 | $3.50M | 0.01% | +1,690+8.0% | Added |
| Portfolio Design Labs, LLC | 22,505 | $3.46M | 0.68% | −4,911−17.9% | Reduced |
| Azzad Asset Management Inc | 22,470 | $3.45M | 0.37% | +11,334+101.8% | Added |
| CWM, LLC | 22,464 | $3.45M | 0.01% | +7,284+48.0% | Added |
| Tokio Marine Asset Management Co Ltd | 22,265 | $3.42M | 0.13% | +2,085+10.3% | Added |
| Ascent Group, LLC | 22,041 | $3.39M | 0.13% | −4,145−15.8% | Reduced |
| Patton Fund Management, Inc. | 21,846 | $3.36M | 0.74% | −17,865−45.0% | Reduced |
| BCJ Capital Management, LLC | 21,716 | $3.34M | 0.22% | +2,126+10.9% | Added |
| Bleakley Financial Group, LLC | 21,513 | $3.31M | 0.08% | +2,664+14.1% | Added |
| Argentarii, LLC | 21,102 | $3.24M | 1.49% | −389−1.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 20,957 | $3.22M | 0.30% | +20,957 | New |
| Allworth Financial LP | 20,880 | $3.21M | 0.02% | +14,806+243.8% | Added |
| Hamilton Capital Partners Inc. | 20,805 | $3.20M | 0.16% | +1,746+9.2% | Added |
| Nicola Wealth Management Ltd. | 20,642 | $3.17M | 0.30% | +1,140+5.8% | Added |
| Ieq Capital, LLC | 20,350 | $3.13M | 0.02% | −5,291−20.6% | Reduced |
| Asset Planning,Inc | 20,204 | $3.11M | 2.34% | −192−0.9% | Reduced |
| Omers Administration Corp | 20,194 | $3.10M | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 20,000 | $3.07M | 0.76% | +20,000 | New |
| Kinneret Advisory, LLC | 19,885 | $3.06M | 0.28% | −30−0.2% | Reduced |
| Marvin & Palmer Associates Inc | 19,841 | $3.05M | 2.62% | +19,841 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,820 | $3.05M | 0.05% | +443+2.3% | Added |
| Concurrent Investment Advisors, LLC | 19,725 | $3.03M | 0.06% | +193+1.0% | Added |
| SG Americas Securities, LLC | 19,681 | $3.03M | 0.01% | +8,780+80.5% | Added |
| Commerce Bank | 19,530 | $3.00M | 0.02% | +237+1.2% | Added |
| Drake & Associates, LLC | 19,245 | $2.96M | 0.72% | +6,029+45.6% | Added |
| Twin Capital Management Inc | 19,185 | $2.95M | 0.31% | +8,397+77.8% | Added |
| Forte Capital LLC | 19,170 | $2.95M | 0.32% | +84+0.4% | Added |
| Harvest Fund Management Co., Ltd | 19,573 | $2.93M | 0.14% | +8,570+77.9% | Added |
| V-Square Quantitative Management LLC | 18,976 | $2.92M | 0.39% | −636−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 18,944 | $2.91M | 0.17% | +1,621+9.4% | Added |
| Private Advisor Group, LLC | 18,698 | $2.87M | 0.02% | +639+3.5% | Added |
| Nations Financial Group Inc, | 18,611 | $2.86M | 0.20% | +1,187+6.8% | Added |
| Impax Asset Management Group plc | 18,416 | $2.83M | 0.02% | −6,573−26.3% | Reduced |
| Diversified Trust Co | 17,929 | $2.76M | 0.06% | −10,782−37.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 17,911 | $2.75M | 0.29% | +17,911 | New |
| Kornitzer Capital Management Inc | 17,900 | $2.75M | 0.06% | −8,500−32.2% | Reduced |
| Wahed Invest LLC | 17,811 | $2.74M | 0.42% | +1,809+11.3% | Added |
| Raiffeisen Bank International AG | 17,833 | $2.74M | 0.04% | −13,042−42.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,353 | $2.67M | 0.08% | −2,927−14.4% | Reduced |
| Tudor Investment Corp Et Al | 17,206 | $2.65M | 0.02% | +17,206 | New |
| Capital Investment Advisors, LLC | 17,178 | $2.64M | 0.05% | −66−0.4% | Reduced |
| Walleye Capital LLC | 17,145 | $2.64M | 0.02% | +7,523+78.2% | Added |
| Park Avenue Securities LLC | 17,071 | $2.62M | 0.02% | +28+0.2% | Added |
| Great Diamond Partners, LLC | 17,019 | $2.62M | 0.55% | +1,953+13.0% | Added |
| Fifth Third Wealth Advisors LLC | 16,886 | $2.60M | 0.11% | +2,697+19.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,764 | $2.58M | 0.18% | −1,162−6.5% | Reduced |
| Verde Capital Management | 16,495 | $2.54M | 0.63% | +425+2.6% | Added |
| Liberty Capital Management, Inc. | 16,434 | $2.53M | 0.51% | −95−0.6% | Reduced |
| D.A. Davidson & Co. | 16,428 | $2.53M | 0.02% | −84−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 16,380 | $2.52M | 0.03% | +8,754+114.8% | Added |
| Advisors Preferred, LLC | 16,586 | $2.51M | 0.41% | −5,377−24.5% | Reduced |
| Andra AP-fonden | 16,345 | $2.51M | 0.03% | −106,555−86.7% | Reduced |
| Chesley Taft & Associates LLC | 16,280 | $2.50M | 0.11% | +16,280 | New |
| Edgemoor Investment Advisors, Inc. | 16,070 | $2.47M | 0.21% | −305−1.9% | Reduced |
| Stance Capital LLC | 15,992 | $2.46M | 0.92% | +4,276+36.5% | Added |
| Gladstone Institutional Advisory LLC | 15,897 | $2.44M | 0.10% | +15,897 | New |
| AMF Pensionsforsakring AB | 15,754 | $2.43M | 0.02% | −67,293−81.0% | Reduced |
| Quadrant Capital Group LLC | 15,785 | $2.43M | 0.09% | +1,956+14.1% | Added |
| Dark Forest Capital Management LP | 15,687 | $2.41M | 0.10% | +15,687 | New |
| AIA Group Ltd | 15,600 | $2.40M | 0.05% | +3,100+24.8% | Added |
| Ossiam | 15,477 | $2.38M | 0.03% | −4,866−23.9% | Reduced |
| Oddo BHF Asset Management SAS | 15,170 | $2.33M | 0.09% | −633−4.0% | Reduced |
| Sumitomo Life Insurance Co | 15,137 | $2.33M | 0.16% | −942−5.9% | Reduced |
| Blue Capital, Inc. | 15,128 | $2.33M | 1.65% | +15,128 | New |
| Simon Quick Advisors, LLC | 15,090 | $2.32M | 0.12% | +12,306+442.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,085 | $2.32M | 0.01% | +4,319+40.1% | Added |
| Red Cedar Investment Management, LLC | 14,985 | $2.30M | 0.29% | +729+5.1% | Added |
| O'Rourke & Company, Inc | 14,937 | $2.30M | 1.07% | −181−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 14,927 | $2.29M | 0.03% | −5,764−27.9% | Reduced |
| Nilsine Partners, LLC | 14,841 | $2.28M | 0.23% | +11,495+343.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,689 | $2.26M | 0.02% | −639−4.2% | Reduced |
| RSM US Wealth Management LLC | 14,589 | $2.24M | 0.03% | −1,335−8.4% | Reduced |
| Sequoia Financial Advisors, LLC | 14,574 | $2.24M | 0.02% | +4,391+43.1% | Added |
| Everence Capital Management Inc | 14,420 | $2.22M | 0.14% | −2,480−14.7% | Reduced |
| Denali Advisors LLC | 14,396 | $2.21M | 0.23% | −171−1.2% | Reduced |
| Old Second National Bank of Aurora | 14,370 | $2.21M | 0.48% | −165−1.1% | Reduced |
| Greenland Capital Management LP | 14,290 | $2.20M | 0.28% | −4,164−22.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,218 | $2.19M | 0.16% | +10,574+290.2% | Added |
| Bard Associates Inc | 14,194 | $2.18M | 0.70% | −90−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 14,158 | $2.18M | 0.17% | +12,079+581.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,894 | $2.14M | 0.02% | +1,150+9.0% | Added |
| Meeder Advisory Services, Inc. | 13,816 | $2.12M | 0.11% | +284+2.1% | Added |
| MUFG Securities Americas Inc. | 13,768 | $2.12M | 0.18% | +2,984+27.7% | Added |
| Advance Capital Management, Inc. | 13,678 | $2.10M | 0.10% | +8+0.1% | Added |