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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 4,664 | $717.0K | 0.06% | −30−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,660 | $716.4K | 0.03% | +990+27.0% | Added |
| Manske Wealth Management | 4,551 | $699.7K | 0.23% | −90−1.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,535 | $697.2K | 0.10% | +108+2.4% | Added |
| Fluent Financial, LLC | 4,510 | $693.3K | 0.29% | +4,510 | New |
| First American Trust, FSB | 4,496 | $691.1K | 0.06% | +124+2.8% | Added |
| Sage Mountain Advisors LLC | 4,493 | $690.6K | 0.04% | +56+1.3% | Added |
| Global Retirement Partners, LLC | 4,479 | $688.5K | 0.02% | +4,479 | New |
| St Germain D J Co Inc | 4,466 | $686.6K | 0.03% | +2,074+86.7% | Added |
| IHT Wealth Management, LLC | 4,436 | $681.9K | 0.02% | −784−15.0% | Reduced |
| Tower Bridge Advisors | 4,425 | $680.3K | 0.07% | −425−8.8% | Reduced |
| Whittier Trust Co | 4,407 | $677.5K | 0.01% | +239+5.7% | Added |
| Valeo Financial Advisors, LLC | 4,405 | $677.1K | 0.02% | +728+19.8% | Added |
| Proficio Capital Partners LLC | 4,399 | $676.2K | 0.04% | +71+1.6% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $676.0K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,392 | $672.7K | 0.05% | +5+0.1% | Added |
| Clearstead Advisors, LLC | 4,313 | $663.1K | 0.01% | −181−4.0% | Reduced |
| PDS Planning, Inc | 4,267 | $656.0K | 0.05% | +568+15.4% | Added |
| Panoramic Investment Advisors, LLC | 4,252 | $653.7K | 0.40% | −300−6.6% | Reduced |
| Skopos Labs, Inc. | 5,883 | $647.6K | 0.09% | +2,102+55.6% | Added |
| Marshall Financial Group LLC | 4,190 | $646.3K | 0.13% | −999−19.3% | Reduced |
| Comprehensive Money Management Services LLC | 4,171 | $641.2K | 0.49% | −45−1.1% | Reduced |
| Wealthspire Advisors, LLC | 4,127 | $634.5K | 0.00% | +449+12.2% | Added |
| Howard Capital Management Inc. | 4,114 | $632.5K | 0.01% | +1,130+37.9% | Added |
| Baldwin Investment Management, LLC | 4,076 | $626.6K | 0.08% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,049 | $622.5K | 0.27% | +1,990+96.6% | Added |
| Graham Capital Management, L.P. | 4,041 | $621.2K | 0.02% | +4,041 | New |
| Mesirow Financial Investment Management, Inc. | 4,017 | $617.6K | 0.01% | −4,535−53.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,006 | $615.8K | 0.01% | +17+0.4% | Added |
| Harbour Investments, Inc. | 3,977 | $611.4K | 0.02% | +29+0.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $609.1K | 0.20% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,922 | $602.9K | 0.03% | +3,922 | New |
| Fortis Capital Advisors, LLC | 3,913 | $601.5K | 0.11% | +3,913 | New |
| Southland Equity Partners LLC | 3,911 | $601.2K | 0.13% | −364−8.5% | Reduced |
| Glenview Trust Co | 3,889 | $597.9K | 0.01% | −61−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 3,861 | $593.6K | 0.05% | +9+0.2% | Added |
| ICONIQ Capital, LLC | 3,860 | $593.4K | 0.01% | +1,087+39.2% | Added |
| Savvy Advisors, Inc. | 3,846 | $591.2K | 0.04% | +718+23.0% | Added |
| Flputnam Investment Management Co | 3,841 | $590.5K | 0.01% | −135−3.4% | Reduced |
| Equitable Holdings, Inc. | 3,828 | $588.5K | 0.00% | +321+9.2% | Added |
| Evergreen Capital Management LLC | 3,823 | $587.7K | 0.02% | +222+6.2% | Added |
| Great Valley Advisor Group, Inc. | 3,788 | $582.3K | 0.01% | −151−3.8% | Reduced |
| HF Advisory Group, LLC | 3,715 | $571.0K | 0.23% | −620−14.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,711 | $570.5K | 0.26% | 00.0% | Unchanged |
| Graypoint LLC | 3,710 | $570.4K | 0.03% | +175+5.0% | Added |
| River Street Advisors LLC | 3,694 | $567.9K | 0.24% | +190+5.4% | Added |
| IFP Advisors, Inc | 3,561 | $560.7K | 0.02% | +1,117+45.7% | Added |
| Nebula Research & Development LLC | 3,625 | $557.3K | 0.05% | −10,248−73.9% | Reduced |
| Panagora Asset Management Inc | 3,625 | $557.3K | 0.00% | −25−0.7% | Reduced |
| Moors & Cabot, Inc. | 3,609 | $554.8K | 0.03% | −70−1.9% | Reduced |
| Balboa Wealth Partners | 3,594 | $552.4K | 0.11% | +488+15.7% | Added |
| AA Financial Advisors, LLC | 3,582 | $550.7K | 0.12% | 00.0% | Unchanged |
| LCNB Corp | 3,566 | $548.2K | 0.19% | −38−1.1% | Reduced |
| Peak Planning Group, LLC | 3,552 | $546.0K | 0.35% | +10+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $541.4K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,507 | $539.1K | 0.00% | +426+13.8% | Added |
| Capital Insight Partners, LLC | 3,500 | $538.1K | 0.09% | +3,500 | New |
| Stonebridge Financial Group, LLC | 3,469 | $533.3K | 0.05% | +12+0.3% | Added |
| Lake Street Financial LLC | 3,459 | $531.8K | 0.08% | +121+3.6% | Added |
| Strategy Asset Managers LLC | 3,447 | $529.9K | 0.10% | −142−4.0% | Reduced |
| West Family Investments, Inc. | 3,443 | $529.3K | 0.14% | +1,090+46.3% | Added |
| CoreCap Advisors, LLC | 3,389 | $521.0K | 0.02% | −66−1.9% | Reduced |
| SMART Wealth LLC | 3,388 | $520.8K | 0.16% | +706+26.3% | Added |
| Moran Wealth Management, LLC | 3,367 | $517.6K | 0.02% | +913+37.2% | Added |
| Ashton Thomas Securities, LLC | 3,357 | $516.1K | 0.12% | +3,357 | New |
| Cambria Investment Management, L.P. | 3,345 | $514.2K | 0.03% | +416+14.2% | Added |
| Pettyjohn, Wood & White, Inc | 3,334 | $512.5K | 0.09% | −40−1.2% | Reduced |
| Prairie Sky Financial Group LLC | 3,332 | $512.2K | 0.28% | 00.0% | Unchanged |
| Conning Inc. | 3,331 | $512.1K | 0.02% | −97−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,325 | $511.2K | 0.03% | +198+6.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $510.0K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 3,296 | $507.0K | 0.02% | −38−1.1% | Reduced |
| SFMG, LLC | 3,289 | $505.6K | 0.04% | −55−1.6% | Reduced |
| HBK Sorce Advisory LLC | 3,279 | $504.0K | 0.01% | +153+4.9% | Added |
| Shelton Capital Management | 3,278 | $503.9K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,324 | $503.9K | 0.23% | −98−2.9% | Reduced |
| Monument Capital Management | 3,266 | $502.1K | 0.13% | −181−5.3% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $499.6K | 0.22% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,246 | $499.1K | 0.07% | −827−20.3% | Reduced |
| Jackson Wealth Management, LLC | 3,185 | $490.0K | 0.05% | +3,185 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,172 | $487.6K | 0.06% | +938+42.0% | Added |
| Keel Point, LLC | 3,149 | $484.1K | 0.03% | +208+7.1% | Added |
| Strategic Investment Advisors | 3,111 | $478.3K | 0.05% | +279+9.9% | Added |
| Mosaic Family Wealth Partners, LLC | 3,100 | $476.6K | 0.06% | +600+24.0% | Added |
| Personal Cfo Solutions, LLC | 3,096 | $476.0K | 0.09% | +137+4.6% | Added |
| Kingswood Wealth Advisors, LLC | 3,093 | $475.5K | 0.04% | +7+0.2% | Added |
| Ronald Blue Trust, Inc. | 3,083 | $473.9K | 0.01% | +1,326+75.5% | Added |
| Stock Yards Bank & Trust Co | 3,074 | $472.6K | 0.02% | +99+3.3% | Added |
| Koshinski Asset Management, Inc. | 3,069 | $471.9K | 0.04% | +41+1.4% | Added |
| Net Worth Advisory Group | 3,069 | $471.7K | 0.10% | +175+6.0% | Added |
| TD Waterhouse Canada Inc. | 3,108 | $470.9K | 0.00% | −111−3.4% | Reduced |
| AE Wealth Management LLC | 3,013 | $463.2K | 0.00% | +930+44.6% | Added |
| Valmark Advisers, Inc. | 3,007 | $462.3K | 0.01% | +691+29.8% | Added |
| Dividend Assets Capital, LLC | 3,000 | $461.2K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,983 | $458.6K | 0.04% | +217+7.8% | Added |
| GWN Securities Inc. | 2,956 | $456.0K | 0.08% | +2,956 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,960 | $455.0K | 0.13% | +340+13.0% | Added |
| L2 Asset Management, LLC | 2,933 | $450.9K | 0.07% | +282+10.6% | Added |
| TD Private Client Wealth LLC | 2,924 | $449.5K | 0.01% | +993+51.4% | Added |
| Keystone Financial Group | 2,910 | $447.4K | 0.04% | −4−0.1% | Reduced |