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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 1,266 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2025: $99.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2025.

Institutions holding WELL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Valued Retirements, Inc.2,904$446.4K0.50%+1,096+60.6%Added
Fiera Capital Corp2,902$446.1K0.00%+2,902New
Regions Financial Corp2,900$445.8K0.00%−73−2.5%Reduced
Bryn Mawr Trust Co2,890$444.3K0.01%+143+5.2%Added
Lynx Capital Group Ltd2,878$442.4K0.21%00.0%Unchanged
Heartland Bank & Trust Co2,861$439.8K0.21%+2,861New
Hilltop Holdings Inc.2,851$438.2K0.03%+1,229+75.8%Added
Massmutual Trust Co FSB2,842$436.9K0.01%+436+18.1%Added
Alta Advisers Ltd2,833$435.5K0.15%00.0%Unchanged
Mutual Advisors, LLC2,684$433.7K0.01%−820−23.4%Reduced
Farringdon Capital, Ltd.2,813$432.4K0.15%−1,039−27.0%Reduced
National Asset Management, Inc.2,808$431.7K0.02%−23,174−89.2%Reduced
Whipplewood Advisors, LLC2,800$430.4K0.24%+35+1.3%Added
Wakefield Asset Management LLLP2,757$423.8K0.12%+2,757New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,753$423.2K0.01%−1,140−29.3%Reduced
Grimes & Company, Inc.2,731$419.8K0.01%+2,731New
Florida Financial Advisors, LLC2,721$418.4K0.14%+497+22.3%Added
Visionary Wealth Advisors2,710$416.6K0.02%00.0%Unchanged
Avestar Capital, LLC2,694$414.1K0.03%−209−7.2%Reduced
Capital Analysts, LLC2,694$414.0K0.01%−51−1.9%Reduced
Souders Financial Advisors2,673$411.0K0.05%+576+27.5%Added
Essex Financial Services, Inc.2,670$410.5K0.03%+52+2.0%Added
Bowman & Co S.C.2,665$409.7K0.18%00.0%Unchanged
Covenant Asset Management, LLC2,659$408.8K0.08%00.0%Unchanged
Hartline Investment Corp2,652$407.7K0.05%00.0%Unchanged
Rehmann Capital Advisory Group2,643$406.3K0.02%+146+5.8%Added
Whalerock Point Partners, LLC2,638$405.5K0.09%00.0%Unchanged
Fiduciary Trust Co2,631$404.4K0.00%+116+4.6%Added
Evoke Wealth, LLC2,629$404.1K0.01%+504+23.7%Added
Safeguard Investment Advisory Group, LLC2,624$403.4K0.10%+12+0.5%Added
Pitcairn Co2,616$402.2K0.03%−53−2.0%Reduced
Carmel Capital Partners, LLC2,612$401.5K0.14%−1,855−41.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.2,612$401.5K0.05%+521+24.9%Added
Quotient Wealth Partners, LLC2,593$398.7K0.01%+262+11.2%Added
Badgley Phelps Wealth Managers, LLC2,582$396.9K0.01%−390−13.1%Reduced
World Equity Group, Inc.2,578$396.3K0.11%+395+18.1%Added
Jacobi Capital Management LLC2,576$396.1K0.03%−515−16.7%Reduced
LGT Fund Management Co Ltd.2,568$394.8K0.03%−7,902−75.5%Reduced
Strategic Wealth Partners, Ltd.2,567$394.6K0.03%+2,567New
Campbell & CO Investment Adviser LLC2,536$389.9K0.02%−3,019−54.3%Reduced
Alps Advisors Inc2,535$389.7K0.00%−1,265−33.3%Reduced
44 Wealth Management LLC2,527$388.5K0.14%+104+4.3%Added
Guyasuta Investment Advisors Inc2,524$388.0K0.02%+450+21.7%Added
Rothschild Capital Partners, LLC2,524$388.0K0.10%00.0%Unchanged
Gold Investment Management Ltd.2,515$385.8K0.15%−1,805−41.8%Reduced
Corient IA LLC2,500$384.3K0.23%00.0%Unchanged
Prosperity Consulting Group, LLC2,494$383.4K0.03%+2,494New
Cetera Trust Company, N.A2,490$382.8K0.23%−360−12.6%Reduced
Hudock, Inc.2,488$382.5K0.06%+5+0.2%Added
Childress Capital Advisors, LLC2,486$382.2K0.10%+355+16.7%Added
IFG Advisory, LLC2,482$381.6K0.02%+4+0.2%Added
Retirement Planning Group, LLC2,476$380.6K0.33%00.0%Unchanged
CIBC Private Wealth Group, LLC2,460$378.2K0.00%+243+11.0%Added
First National Bank of Mount Dora, Trust Investment Services2,455$377.4K0.09%00.0%Unchanged
bLong Financial, LLC2,450$376.6K0.29%00.0%Unchanged
Journey Strategic Wealth LLC2,411$370.6K0.01%+2,411New
Advisory Services Network, LLC2,243$370.3K0.01%−349−13.5%Reduced
Clifford Swan Investment Counsel LLC2,408$370.2K0.01%+2+0.1%Added
Mather Group, LLC.2,347$360.8K0.00%+51+2.2%Added
Cambiar Investors LLC2,341$359.9K0.02%−33−1.4%Reduced
Planned Solutions, Inc.2,307$354.7K0.14%00.0%Unchanged
MTM Investment Management, LLC2,300$353.6K0.12%00.0%Unchanged
Atom Investors LP2,294$352.7K0.03%−19−0.8%Reduced
AGH Wealth Advisors, LLC2,259$347.3K0.29%+9+0.4%Added
Clarius Group, LLC2,228$342.5K0.02%−302−11.9%Reduced
Parsonex Advisory Services, Inc.2,221$341.4K0.28%+2,221New
Golden State Equity Partners2,211$339.9K0.06%+331+17.6%Added
Blue Fin Capital, Inc.2,210$339.7K0.06%00.0%Unchanged
Pensionmark Financial Group, LLC2,195$337.4K0.01%−205−8.5%Reduced
Pflug Koory, LLC2,190$336.7K0.17%00.0%Unchanged
Painted Porch Advisors LLC2,189$336.5K0.14%−356−14.0%Reduced
Shelton Wealth Management, LLC2,183$335.6K0.17%+10+0.5%Added
Park Square Financial Group, LLC2,173$334.1K0.24%+150+7.4%Added
Verdence Capital Advisors LLC2,167$333.1K0.02%+22+1.0%Added
PEAK6 LLC2,147$330.1K0.01%−37,013−94.5%Reduced
Wedbush Securities Inc2,147$330.0K0.01%−297−12.2%Reduced
Baltimore-Washington Financial Advisors, Inc.2,137$328.5K0.02%00.0%Unchanged
Wolverine Trading, LLC2,148$326.8K0.01%−18,260−89.5%Reduced
Lazard Asset Management LLC2,125$326.0K0.00%−4,749−69.1%Reduced
Aureus Asset Management, LLC2,116$325.3K0.02%00.0%Unchanged
Family Wealth Partners, LLC2,104$323.5K0.13%+2,104New
Jackson Square Capital, LLC2,104$323.4K0.07%+2,104New
GM Advisory Group, Inc.2,100$322.8K0.02%00.0%Unchanged
Triad Wealth Partners, LLC2,099$322.7K0.07%−33−1.5%Reduced
LaSalle St. Investment Advisors, LLC2,082$320.0K0.09%−35−1.7%Reduced
Woodmont Investment Counsel LLC2,071$318.4K0.02%00.0%Unchanged
Boston Private Wealth LLC2,067$317.8K0.02%−1,431−40.9%Reduced
Walter & Keenan Financial Consulting Co2,039$313.5K0.09%+248+13.8%Added
Register Financial Advisors LLC2,034$312.7K0.14%−216−9.6%Reduced
Scientech Research LLC2,013$309.5K0.08%−1,496−42.6%Reduced
SNS Financial Group, LLC2,000$307.5K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$307.5K0.28%00.0%Unchanged
Evanson Asset Management, LLC1,996$306.8K0.02%+8+0.4%Added
Wealth Alliance1,994$306.5K0.03%−58−2.8%Reduced
Catalyst Financial Partners LLC1,991$306.1K0.03%+137+7.4%Added
Resonant Capital Advisors, LLC1,985$305.2K0.02%+1,985New
Bridge Creek Capital Management LLC1,953$300.3K0.09%00.0%Unchanged
Northcape Wealth Management, LLC1,946$299.2K0.09%−130−6.3%Reduced
Commons Capital, LLC1,942$298.6K0.23%+3+0.2%Added
Prosperity Financial Group, Inc.1,925$295.9K0.13%+1+0.1%Added