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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 13,524 | $2.08M | 0.25% | −900−6.2% | Reduced |
| American Financial Advisors, LLC | 13,203 | $2.03M | 0.28% | −63−0.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,120 | $2.02M | 0.12% | +13,120 | New |
| Landscape Capital Management, L.L.C. | 13,061 | $2.01M | 0.16% | +13,061 | New |
| Benjamin Edwards Inc | 13,058 | $2.01M | 0.03% | +1,680+14.8% | Added |
| Wesbanco Bank Inc | 13,053 | $2.01M | 0.06% | +377+3.0% | Added |
| RDA Financial Network | 13,040 | $2.00M | 0.54% | −781−5.7% | Reduced |
| Centaurus Financial, Inc. | 12,892 | $1.98M | 0.12% | −3,812−22.8% | Reduced |
| HB Wealth Management, LLC | 12,547 | $1.93M | 0.02% | +256+2.1% | Added |
| GWM Advisors LLC | 12,435 | $1.91M | 0.01% | +2,641+27.0% | Added |
| GAMMA Investing LLC | 12,340 | $1.90M | 0.12% | +996+8.8% | Added |
| Kestra Advisory Services, LLC | 12,296 | $1.89M | 0.01% | −4,020−24.6% | Reduced |
| Wambolt & Associates, LLC | 12,156 | $1.84M | 0.62% | −1,126−8.5% | Reduced |
| Freestone Grove Partners LP | 11,905 | $1.83M | 0.01% | +11,905 | New |
| HighPoint Advisor Group LLC | 11,904 | $1.83M | 0.10% | +2,428+25.6% | Added |
| J.W. Cole Advisors, Inc. | 11,874 | $1.83M | 0.04% | +564+5.0% | Added |
| Coldstream Capital Management Inc | 11,705 | $1.80M | 0.03% | +474+4.2% | Added |
| Western Financial Corp | 11,674 | $1.79M | 0.96% | +11,674 | New |
| Independent Advisor Alliance | 11,655 | $1.79M | 0.05% | −1,314−10.1% | Reduced |
| Resources Investment Advisors, LLC. | 11,501 | $1.77M | 0.02% | +323+2.9% | Added |
| Garrison Bradford & Associates Inc | 11,496 | $1.77M | 1.96% | −430−3.6% | Reduced |
| GF Fund Management Co. Ltd. | 11,437 | $1.76M | 0.04% | −357−3.0% | Reduced |
| Change Path, LLC | 11,425 | $1.76M | 0.05% | −561−4.7% | Reduced |
| Signaturefd, LLC | 11,368 | $1.75M | 0.03% | +606+5.6% | Added |
| Callan Family Office, LLC | 11,130 | $1.71M | 0.05% | +7,930+247.8% | Added |
| Mount Lucas Management LP | 11,014 | $1.69M | 0.81% | −1,699−13.4% | Reduced |
| Baird Financial Group, Inc. | 10,871 | $1.67M | 0.00% | +735+7.3% | Added |
| Checchi Capital Advisers, LLC | 10,742 | $1.65M | 0.12% | −261−2.4% | Reduced |
| Welch Group, LLC | 10,703 | $1.65M | 0.07% | +30.0% | Added |
| Arbor Capital Management Inc | 10,074 | $1.62M | 1.41% | −1,564−13.4% | Reduced |
| Paradigm Asset Management Co LLC | 10,538 | $1.62M | 0.40% | −300−2.8% | Reduced |
| Davy Global Fund Management Ltd | 10,346 | $1.59M | 0.14% | +964+10.3% | Added |
| Abn Amro Investment Solutions | 10,327 | $1.59M | 0.03% | −973−8.6% | Reduced |
| Prospera Financial Services Inc | 10,299 | $1.58M | 0.03% | +577+5.9% | Added |
| Principal Securities, Inc. | 10,264 | $1.58M | 0.03% | +5,329+108.0% | Added |
| NFP Retirement, Inc. | 10,216 | $1.57M | 0.10% | −18−0.2% | Reduced |
| Independent Financial Group, LLC | 10,196 | $1.57M | 0.04% | −2,786−21.5% | Reduced |
| Glenmede Investment Management, LP | 10,024 | $1.54M | 0.01% | +10,024 | New |
| Coastal Bridge Advisors, LLC | 10,010 | $1.54M | 0.13% | +10,010 | New |
| Dorsey Wright & Associates | 10,006 | $1.54M | 0.37% | −449−4.3% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.54M | 0.12% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 10,000 | $1.54M | 0.19% | +10,000 | New |
| Beacon Pointe Advisors, LLC | 9,985 | $1.53M | 0.02% | −381−3.7% | Reduced |
| Twinbeech Capital LP | 9,983 | $1.53M | 0.03% | −117,320−92.2% | Reduced |
| Union Bancaire Privee, UBP SA | 12,540 | $1.53M | 0.03% | +12,540 | New |
| Williamson Legacy Group, LLC | 9,885 | $1.52M | 1.28% | +1,306+15.2% | Added |
| Snowden Capital Advisors LLC | 9,777 | $1.50M | 0.04% | +268+2.8% | Added |
| Ballentine Partners, LLC | 9,739 | $1.50M | 0.02% | +811+9.1% | Added |
| Greenleaf Trust | 9,721 | $1.49M | 0.01% | −527−5.1% | Reduced |
| Frank, Rimerman Advisors LLC | 9,719 | $1.49M | 0.10% | −506−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,709 | $1.49M | 0.02% | +4,675+92.9% | Added |
| Arkadios Wealth Advisors | 9,702 | $1.49M | 0.04% | +465+5.0% | Added |
| Sigma Planning Corp | 9,691 | $1.49M | 0.04% | +700+7.8% | Added |
| Hartford Funds Management Co LLC | 9,686 | $1.49M | 0.13% | +4,675+93.3% | Added |
| Agate Pass Investment Management, LLC | 9,685 | $1.49M | 0.61% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 9,529 | $1.46M | 0.48% | −590−5.8% | Reduced |
| Stephens Inc | 9,504 | $1.46M | 0.02% | −600−5.9% | Reduced |
| Midwest Trust Co | 9,451 | $1.45M | 0.02% | +9,451 | New |
| Virtus Investment Advisers, Inc. | 9,429 | $1.45M | 0.49% | −932−9.0% | Reduced |
| Waterloo Capital, L.P. | 9,421 | $1.45M | 0.12% | +1,439+18.0% | Added |
| Harvest Investment Services, LLC | 9,417 | $1.45M | 0.32% | +5,600+146.7% | Added |
| Jeppson Wealth Management, LLC | 9,363 | $1.44M | 0.50% | −160−1.7% | Reduced |
| American Assets Capital Advisers, LLC | 9,346 | $1.44M | 1.44% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,342 | $1.44M | 0.04% | +225+2.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,256 | $1.42M | 0.44% | −280−2.9% | Reduced |
| HBK Investments L P | 9,244 | $1.42M | 0.03% | +9,244 | New |
| Cullinan Associates Inc | 9,215 | $1.42M | 0.09% | +750+8.9% | Added |
| DRW Securities, LLC | 9,153 | $1.40M | 0.10% | +2,095+29.7% | Added |
| Garland Capital Management Inc | 9,005 | $1.38M | 4.39% | −26,438−74.6% | Reduced |
| Trueblood Wealth Management, LLC | 8,977 | $1.38M | 0.58% | −72−0.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,813 | $1.35M | 0.05% | −665−7.0% | Reduced |
| Quantessence Capital LLC | 8,755 | $1.35M | 0.40% | −2,845−24.5% | Reduced |
| Quest Partners LLC | 8,711 | $1.34M | 0.13% | +2,810+47.6% | Added |
| Wedmont Private Capital | 8,706 | $1.33M | 0.06% | +327+3.9% | Added |
| Phoenix Holdings Ltd. | 8,547 | $1.31M | 0.02% | +8,547 | New |
| Bokf, NA | 8,408 | $1.29M | 0.02% | +6,218+283.9% | Added |
| Schnieders Capital Management LLC | 8,404 | $1.29M | 0.23% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8,376 | $1.29M | 0.26% | +80+1.0% | Added |
| PFG Investments, LLC | 8,307 | $1.28M | 0.07% | −410−4.7% | Reduced |
| Profund Advisors LLC | 8,298 | $1.28M | 0.05% | +133+1.6% | Added |
| Hantz Financial Services, Inc. | 8,288 | $1.27M | 0.02% | +7,996+2,738.4% | Added |
| Allianz SE | 8,250 | $1.27M | 0.03% | −4,433−35.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,207 | $1.26M | 0.42% | +36+0.4% | Added |
| Marex Group plc | 8,200 | $1.26M | 0.02% | +5,636+219.8% | Added |
| Bessemer Group Inc | 8,188 | $1.26M | 0.00% | +465+6.0% | Added |
| Capital Square, LLC | 8,102 | $1.26M | 0.67% | +556+7.4% | Added |
| Wetherby Asset Management Inc | 8,139 | $1.25M | 0.06% | +8,139 | New |
| GTS Securities LLC | 7,971 | $1.23M | 0.05% | +6,303+377.9% | Added |
| Pinebridge Investments, L.P. | 7,964 | $1.22M | 0.01% | −5,310−40.0% | Reduced |
| Ancora Advisors, LLC | 7,940 | $1.22M | 0.03% | +42+0.5% | Added |
| Integrated Wealth Concepts LLC | 7,864 | $1.21M | 0.01% | +1,132+16.8% | Added |
| Carnegie Capital Asset Management, LLC | 7,808 | $1.20M | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 9,146 | $1.20M | 0.03% | +84+0.9% | Added |
| Sax Wealth Advisors, LLC | 7,748 | $1.19M | 0.07% | +29+0.4% | Added |
| We Are One Seven, LLC | 7,732 | $1.19M | 0.04% | +222+3.0% | Added |
| Brookstone Capital Management | 7,724 | $1.19M | 0.02% | +545+7.6% | Added |
| Buckingham Strategic Partners | 7,683 | $1.18M | 0.02% | +718+10.3% | Added |
| Highview Capital Management LLC | 7,679 | $1.18M | 0.46% | +50+0.7% | Added |
| Fig Financial Advisory Services Inc | 7,647 | $1.18M | 0.79% | +529+7.4% | Added |
| Emergent Wealth Advisors, LLC | 7,426 | $1.16M | 0.74% | +746+11.2% | Added |