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Livermore
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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.

Q3 2025 vs. Q2 2025

How the institutions holding Welltower Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of WELL: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,266211,337+92
Shares647.5M32.6M624.9M+10.0M (+1.6%)
Value$99.5B$5.01B$111.3B+$16.8B (+17.8%)

21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (175)

Institutions that held Welltower Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 175 by value.

Institutions new to WELL in Q3 2025
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.551,331$98.2M0.30%
AXA Investment Managers S.A.501,821$89.4M0.24%
Jupiter Asset Management Ltd428,705$76.4M0.66%
Two Sigma Investments, LP389,289$69.3M0.11%
Credit Agricole S A346,867$61.8M0.20%
CIBC Bancorp USA Inc.264,766$47.2M0.28%
ABN AMRO Bank N.V.104,367$18.5M0.18%
Gradient Investments LLC87,143$15.5M0.26%
Mirae Asset Global ETFs Holdings Ltd.78,787$14.0M0.02%
Nomura Holdings Inc69,207$12.3M0.06%
Westfield Capital Management Co LP32,189$5.73M0.02%
iA Global Asset Management Inc.19,575$3.49M0.05%
Steel Peak Wealth Management LLC17,330$3.09M0.10%
Walleye Trading LLC16,421$2.93M0.05%
CAPROCK Group, Inc.16,948$2.85M0.07%
BDF-Gestion15,015$2.67M0.32%
Algert Global LLC14,731$2.62M0.04%
Triglav Skladi, D.O.O.11,600$2.07M0.14%
Rakuten Investment Management, Inc.13,522$1.94M0.01%
Tema ETFs LLC10,214$1.82M0.15%
Brant Point Investment Management LLC10,000$1.78M0.40%
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$1.78M0.86%
Schnieders Capital Management, LLC.8,404$1.50M0.27%
Two Sigma Advisers, LP8,400$1.50M0.00%
James Investment Research Inc7,815$1.39M0.15%
Mattson Financial Services, LLC6,387$1.14M0.27%
Flow Traders U.S. LLC6,010$1.07M0.04%
Benchmark Investment Advisors LLC5,060$901.4K0.52%
Quantitative Investment Management, LLC4,800$855.0K0.12%
Caerus Investment Advisors, LLC4,611$821.4K0.34%
Sageworth Trust Co4,467$795.8K0.04%
Fairtree Asset Management (Pty) Ltd4,275$761.5K0.50%
Driehaus Capital Management LLC4,081$727.0K0.01%
Legacy Financial Advisors, Inc.3,988$710.4K0.10%
FORA Capital, LLC3,933$700.6K0.12%
Colony Capital, Inc.3,800$676.9K0.06%
Waddell & Associates, LLC3,071$547.1K0.05%
Walter Public Investments Inc.3,000$534.4K0.09%
Brown Financial Advisors2,960$527.3K0.19%
Spirepoint Private Client, LLC2,858$509.1K0.05%
Simplicity Wealth,LLC2,784$495.9K0.03%
Warwick Investment Management, Inc.2,770$493.4K0.09%
TCG Advisory Services, LLC2,703$481.5K0.02%
Intrua Financial, LLC2,675$476.5K0.06%
Group One Trading, L.P.2,619$466.5K0.01%
Copley Financial Group, Inc.2,607$464.4K0.32%
Providence Financial Advisors, LLC2,487$443.0K0.42%
Chicago Trust Co NA2,365$421.3K0.06%
Main Street Financial Solutions, LLC2,334$415.7K0.03%
Barnes Pettey Financial Advisors, LLC2,277$405.6K0.22%
Advisor OS, LLC2,246$400.2K0.03%
Sentinus, LLC2,238$398.7K0.09%
Krilogy Financial LLC2,030$378.3K0.01%
Aprio Wealth Management, LLC2,025$360.7K0.04%
Trust Point Inc.2,002$356.6K0.03%
GAM Holding AG1,927$343.3K0.02%
Discipline Wealth Solutions, LLC1,920$342.0K0.09%
A4 Wealth Advisors LLC1,883$335.4K0.28%
Maia Wealth LLC1,750$334.4K0.06%
CMC Financial Group1,800$320.7K0.59%
Old Mission Capital LLC1,776$316.4K0.01%
Brucke Financial, Inc.1,733$313.7K0.18%
Regent Peak Wealth Advisors LLC1,717$305.9K0.06%
Fieldview Capital Management, LLC1,709$304.4K0.05%
NorthCrest Asset Manangement, LLC1,694$293.1K0.01%
Kanawha Capital Management LLC1,645$293.0K0.02%
QVR LLC1,628$290.0K0.35%
First Horizon Corp1,617$288.1K0.01%
Fisher Asset Management, LLC1,587$282.7K0.00%
Corton Capital Inc.1,504$267.9K0.66%
Camden Capital, LLC1,498$266.8K0.02%
Concorde Asset Management, LLC1,484$261.7K0.11%
Ninepoint Partners LP1,466$261.2K0.04%
First Citizens Bank & Trust Co1,465$261.0K0.01%
Full Sail Capital, LLC1,448$257.9K0.01%
LeConte Wealth Management, LLC1,437$256.0K0.17%
Norden Group LLC1,418$252.7K0.03%
RFG Advisory, LLC1,365$243.2K0.01%
Drucker Wealth 3.0, LLC1,330$236.9K0.04%
Private Management Group Inc1,330$236.9K0.01%
TABR Capital Management, LLC1,327$233.8K0.16%
Quent Capital, LLC1,312$233.7K0.02%
Allen Mooney & Barnes Investment Advisors LLC1,294$230.5K0.04%
Alpha Zero LLC1,271$226.4K0.13%
Wedgewood Investors Inc1,268$225.9K0.25%
Cyndeo Wealth Partners, LLC1,261$224.6K0.01%
Centurion Wealth Management LLC1,260$224.5K0.05%
Cooper Financial Group1,254$223.4K0.02%
Beacon Financial Group1,250$222.7K0.02%
Compass Wealth Management, LLC1,250$222.7K0.10%
Samalin Investment Counsel, LLC1,240$220.9K0.08%
Old Port Advisors1,238$220.5K0.06%
Jackson Hole Capital Partners, LLC1,235$220.0K0.04%
Scotia Capital Inc.1,232$219.5K0.00%
Douglas Lane & Associates, LLC1,232$219.4K0.00%
Charter Trust Co1,226$218.4K0.01%
111 Capital1,223$217.9K0.04%
Court Place Advisors, LLC1,220$217.3K0.07%
FLC Capital Advisors1,215$216.4K0.04%
Argent Advisors, Inc.1,214$216.3K0.06%

Sold out (83)

Institutions that held Welltower Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WELL in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
HRT Financial LP712,929$109.6M
AXA S.A.535,170$82.3M
Weiss Asset Management LP372,750$57.3M
Employees Retirement System of Texas305,591$47.0M
Gillson Capital LP250,955$38.6M
Brevan Howard Capital Management LP169,844$26.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund148,339$22.8M
Susquehanna Fundamental Investments, LLC81,819$12.6M
Cubist Systematic Strategies, LLC70,321$10.8M
Engineers Gate Manager LP53,206$8.18M
Quadrature Capital Ltd46,843$7.20M
ExodusPoint Capital Management, LP42,018$6.46M
Achmea Investment Management B.V.40,779$6.27M
Svenska Handelsbanken AB (publ)32,992$5.07M
Catalyst Funds Management Pty Ltd32,500$5.00M
Capital Fund Management S.A.31,686$4.87M
Jefferies Financial Group Inc.25,545$3.93M
SummitTX Capital, L.P.24,136$3.71M
BCJ Capital Management, LLC21,716$3.34M
Nicola Wealth Management Ltd.20,642$3.17M
Tudor Investment Corp Et Al17,206$2.65M
Dark Forest Capital Management LP15,687$2.41M
Blue Capital, Inc.15,128$2.33M
Twinbeech Capital LP9,983$1.53M
Union Bancaire Privee, UBP SA12,540$1.53M
Williamson Legacy Group, LLC9,885$1.52M
HBK Investments L P9,244$1.42M
Garland Capital Management Inc9,005$1.38M
Quantessence Capital LLC8,755$1.35M
XTX Topco Ltd6,886$1.06M
Axxcess Wealth Management, LLC6,713$1.03M
Fox Run Management, L.L.C.6,248$960.5K
Gsa Capital Partners LLP6,228$957.0K
USA Financial Portformulas Corp5,863$901.3K
Integrity Alliance, LLC.5,305$815.5K
Convergence Investment Partners, LLC5,154$792.4K
Proficio Capital Partners LLC4,399$676.2K
Sherbrooke Park Advisers LLC4,049$622.5K
Graham Capital Management, L.P.4,041$621.2K
Belpointe Asset Management LLC3,922$602.9K
Fortis Capital Advisors, LLC3,913$601.5K
ICONIQ Capital, LLC3,860$593.4K
Nebula Research & Development LLC3,625$557.3K
SMART Wealth LLC3,388$520.8K
Jackson Wealth Management, LLC3,185$490.0K
Net Worth Advisory Group3,069$471.7K
Farringdon Capital, Ltd.2,813$432.4K
Safeguard Investment Advisory Group, LLC2,624$403.4K
Carmel Capital Partners, LLC2,612$401.5K
World Equity Group, Inc.2,578$396.3K
Atom Investors LP2,294$352.7K
Park Square Financial Group, LLC2,173$334.1K
Scientech Research LLC2,013$309.5K
MBB Public Markets I LLC1,760$270.6K
Alpine Global Management, LLC1,636$251.5K
Cherokee Insurance Co1,600$246.0K
Gitterman Wealth Management, LLC1,488$229.0K
Argent Trust Co1,479$227.4K
Hancock Whitney Corp1,406$216.1K
Robertson Stephens Wealth Management, LLC1,382$212.5K
Phocas Financial Corp.1,334$205.1K
Beacon Capital Management, LLC951$146.2K
Virtus ETF Advisers LLC785$120.7K
Caitong International Asset Management Co., Ltd566$87.0K
Twin Peaks Wealth Advisors, LLC510$84.0K
Wood Tarver Financial Group, LLC435$66.0K
Opal Wealth Advisors, LLC387$59.5K
NewSquare Capital LLC362$55.6K
Sierra Ocean, LLC258$39.8K
Plante Moran Financial Advisors, LLC181$27.8K
MorganRosel Wealth Management, LLC130$20.0K
Game Plan Financial Advisors, LLC100$15.4K
Riggs Asset Managment Co. Inc.46$7.07K
WealthTrak Capital Management LLC41$6.30K
Total Investment Management Inc26$4.01K
Traub Capital Management LLC25$3.84K
GFG Capital, LLC19$2.92K
Stephens Consulting, LLC16$2.46K
Blume Capital Management, Inc.7$1.08K
Atticus Wealth Management, LLC7$1.08K
Transce3nd, LLC4$615
Crewe Advisors LLC3$462
LGT Financial Advisors LLC2$307

Not filed for Q3 2025 yet (21)

Institutions that held Welltower Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank31,897,184$4.90B
CIBC World Markets Corp240,152$36.9M
EP Wealth Advisors, LLC192,007$29.5M
Congress Wealth Management LLC152,746$23.5M
Avantax Advisory Services, Inc.43,032$6.62M
Forte Capital LLC19,170$2.95M
Wambolt & Associates, LLC12,156$1.84M
Schnieders Capital Management LLC8,404$1.29M
Atria Wealth Solutions, Inc.5,864$901.4K
Good Life Advisors, LLC5,554$853.8K
Graypoint LLC3,710$570.4K
Prairie Sky Financial Group LLC3,332$512.2K
E Fund Management Co., Ltd.1,535$236.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH986$151.6K
First Horizon Advisors, Inc.616$94.7K
Iron Horse Wealth Management, LLC440$67.6K
Atlas Capital Advisors LLC394$60.6K
Oliver Lagore Vanvalin Investment Group156$23.9K
Semmax Financial Advisors Inc.55$9.24K
Parkworth Wealth Management, Inc.11$1.69K
Financial Gravity Companies, Inc.5$769