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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 7,535 | $1.16M | 0.40% | +52+0.7% | Added |
| Everhart Financial Group, Inc. | 7,339 | $1.13M | 0.13% | +865+13.4% | Added |
| Kingsview Wealth Management, LLC | 7,303 | $1.12M | 0.02% | +1,681+29.9% | Added |
| Community Bank & Trust, Waco, Texas | 7,289 | $1.12M | 0.25% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,137 | $1.10M | 0.02% | +1,928+37.0% | Added |
| Geneos Wealth Management Inc. | 7,074 | $1.09M | 0.03% | +52+0.7% | Added |
| Synovus Financial Corp | 7,044 | $1.08M | 0.01% | +536+8.2% | Added |
| Farmers & Merchants Investments Inc | 7,035 | $1.08M | 0.03% | +42+0.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 7,019 | $1.08M | 0.86% | −777−10.0% | Reduced |
| Purkiss Capital Advisors LLC | 6,960 | $1.07M | 0.59% | +4,010+135.9% | Added |
| Ritholtz Wealth Management | 6,934 | $1.07M | 0.02% | +1,440+26.2% | Added |
| NorthRock Partners, LLC | 6,919 | $1.06M | 0.03% | +1,164+20.2% | Added |
| 180 Wealth Advisors, LLC | 6,919 | $1.06M | 0.15% | +1,041+17.7% | Added |
| Wealth Architects, LLC | 6,907 | $1.06M | 0.11% | +5+0.1% | Added |
| XTX Topco Ltd | 6,886 | $1.06M | 0.04% | −26,898−79.6% | Reduced |
| Savant Capital, LLC | 6,867 | $1.06M | 0.01% | +699+11.3% | Added |
| Penserra Capital Management LLC | 6,824 | $1.05M | 0.01% | −5,916−46.4% | Reduced |
| Wolverine Asset Management LLC | 6,767 | $1.04M | 0.02% | +6,767 | New |
| Modern Wealth Management, LLC | 6,755 | $1.04M | 0.03% | −30,297−81.8% | Reduced |
| Ellevest, Inc. | 6,716 | $1.03M | 0.16% | +414+6.6% | Added |
| Axxcess Wealth Management, LLC | 6,713 | $1.03M | 0.02% | +149+2.3% | Added |
| Huntington National Bank | 6,631 | $1.02M | 0.01% | +277+4.4% | Added |
| Level Four Advisory Services, LLC | 6,573 | $1.01M | 0.04% | −17−0.3% | Reduced |
| Bailard, Inc. | 6,516 | $1.00M | 0.02% | −213−3.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,500 | $999.2K | 1.52% | +6,500 | New |
| Summit Trail Advisors, LLC | 6,451 | $991.8K | 0.02% | −305−4.5% | Reduced |
| Dodds Wealth, LLC | 6,422 | $987.3K | 0.26% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,421 | $987.0K | 0.17% | +190+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $984.9K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,395 | $983.1K | 0.04% | +36+0.6% | Added |
| RiverFront Investment Group, LLC | 6,346 | $975.6K | 0.02% | +10.0% | Added |
| Richwood Investment Advisors, LLC | 6,270 | $963.9K | 0.79% | −300−4.6% | Reduced |
| Fox Run Management, L.L.C. | 6,248 | $960.5K | 0.16% | +6,248 | New |
| Gsa Capital Partners LLP | 6,228 | $957.0K | 0.07% | +4,659+296.9% | Added |
| Sagespring Wealth Partners, LLC | 6,202 | $953.5K | 0.02% | +1,057+20.5% | Added |
| Values First Advisors, Inc. | 6,167 | $948.1K | 0.52% | −91−1.5% | Reduced |
| Allstate Corp | 6,167 | $948.1K | 0.07% | −30,074−83.0% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $943.6K | 0.49% | 00.0% | Unchanged |
| Busey Wealth Management | 6,122 | $941.1K | 0.03% | −839−12.1% | Reduced |
| Apella Capital, LLC | 6,093 | $939.8K | 0.03% | +4,077+202.2% | Added |
| Johnson Investment Counsel Inc | 6,105 | $938.6K | 0.01% | −5−0.1% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $926.2K | 0.46% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,021 | $925.7K | 0.02% | +580+10.7% | Added |
| Davenport & Co LLC | 5,957 | $915.7K | 0.01% | +1,182+24.8% | Added |
| Stableford Capital II LLC | 5,640 | $911.2K | 0.34% | −85−1.5% | Reduced |
| Ibex Wealth Advisors | 5,905 | $907.8K | 0.10% | +5,905 | New |
| Atria Wealth Solutions, Inc. | 5,864 | $901.4K | 0.02% | −9,216−61.1% | Reduced |
| USA Financial Portformulas Corp | 5,863 | $901.3K | 0.15% | −987−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,846 | $898.7K | 0.03% | +82+1.4% | Added |
| Summit Financial, LLC | 5,811 | $893.3K | 0.02% | +1,086+23.0% | Added |
| Ingalls & Snyder LLC | 5,790 | $890.0K | 0.03% | −70−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 5,789 | $890.0K | 0.02% | +77+1.3% | Added |
| Texas Yale Capital Corp. | 5,789 | $890.0K | 0.03% | +58+1.0% | Added |
| Apollon Wealth Management, LLC | 5,775 | $887.8K | 0.02% | +211+3.8% | Added |
| Alteri Wealth LLC | 5,772 | $887.3K | 0.34% | −1,148−16.6% | Reduced |
| Finward Bancorp | 5,718 | $879.0K | 0.69% | −255−4.3% | Reduced |
| Ameritas Advisory Services, LLC | 5,710 | $877.8K | 0.05% | −916−13.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,680 | $873.2K | 0.20% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 5,661 | $870.3K | 0.06% | +414+7.9% | Added |
| Contravisory Investment Management, Inc. | 5,605 | $861.7K | 0.17% | +3,250+138.0% | Added |
| Monetary Management Group Inc | 5,600 | $860.9K | 0.21% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,554 | $853.8K | 0.05% | −190−3.3% | Reduced |
| Foundations Investment Advisors, LLC | 5,523 | $849.0K | 0.01% | +77+1.4% | Added |
| Lumbard & Kellner, LLC | 5,496 | $844.9K | 0.37% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,470 | $840.9K | 0.06% | −987−15.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,394 | $829.2K | 0.01% | −1,564−22.5% | Reduced |
| Fulcrum Capital LLC | 5,382 | $827.4K | 0.18% | −575−9.7% | Reduced |
| Qtron Investments LLC | 5,376 | $826.5K | 0.11% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,365 | $824.8K | 0.02% | +1,142+27.0% | Added |
| Integrity Alliance, LLC. | 5,305 | $815.5K | 0.04% | −10−0.2% | Reduced |
| Dogwood Wealth Management LLC | 5,364 | $814.1K | 0.40% | −91−1.7% | Reduced |
| Continuum Advisory, LLC | 5,288 | $813.0K | 0.10% | +3,096+141.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,272 | $810.5K | 0.36% | +13+0.2% | Added |
| Madden Advisory Services, Inc. | 5,261 | $808.8K | 0.34% | −366−6.5% | Reduced |
| Custom Index Systems, LLC | 5,234 | $804.6K | 0.38% | −4,741−47.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,225 | $803.0K | 0.22% | −1,093−17.3% | Reduced |
| Saturna Capital CORP | 5,195 | $798.6K | 0.01% | +5,195 | New |
| M&G Plc | 5,181 | $797.9K | 0.00% | +2,677+106.9% | Added |
| Dorsey & Whitney Trust CO LLC | 5,169 | $794.6K | 0.04% | +190+3.8% | Added |
| Convergence Investment Partners, LLC | 5,154 | $792.4K | 0.20% | +5,154 | New |
| Sara-Bay Financial | 5,146 | $791.1K | 0.28% | −183−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,636 | $783.3K | 0.07% | +115+2.5% | Added |
| Smartleaf Asset Management LLC | 5,071 | $771.5K | 0.07% | −735−12.7% | Reduced |
| Morangie Management LLC | 5,017 | $771.3K | 0.67% | +5,017 | New |
| ARS Wealth Advisors Group, LLC | 4,994 | $767.7K | 0.09% | +6+0.1% | Added |
| Tuttle Tactical Management | 4,969 | $763.9K | 3.16% | +648+15.0% | Added |
| Perigon Wealth Management, LLC | 4,925 | $757.2K | 0.02% | +939+23.6% | Added |
| Integrated Advisors Network LLC | 4,909 | $754.7K | 0.03% | +67+1.4% | Added |
| AlphaCore Capital LLC | 4,901 | $753.4K | 0.03% | +37+0.8% | Added |
| Investment Advisory Group, LLC | 4,890 | $751.7K | 0.23% | +10.0% | Added |
| ProVise Management Group, LLC | 4,881 | $750.4K | 0.06% | −644−11.7% | Reduced |
| LongView Wealth Management | 4,879 | $750.1K | 0.23% | +8+0.2% | Added |
| Moloney Securities Asset Management, LLC | 4,866 | $748.1K | 0.09% | +3,292+209.1% | Added |
| Syon Capital LLC | 4,831 | $742.6K | 0.05% | +433+9.8% | Added |
| Prudent Man Advisors, LLC | 4,830 | $742.5K | 0.24% | +56+1.2% | Added |
| Cresset Asset Management, LLC | 4,822 | $741.3K | 0.00% | +565+13.3% | Added |
| BSW Wealth Partners | 4,777 | $734.4K | 0.10% | +116+2.5% | Added |
| Legacy Wealth Asset Management, LLC | 4,773 | $733.8K | 0.19% | −83−1.7% | Reduced |
| Associated Banc-Corp | 4,703 | $723.0K | 0.02% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,696 | $722.0K | 0.48% | +4,696 | New |