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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, Q3 2025

Institutional positions in Welltower Inc. as of Sep 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
1,337
+92 vs. Q2 2025
Shares held
624.9M
+10.0M (+1.6%) vs. Q2 2025
Total value
$111.3B
+$16.8B (+17.8%) vs. Q2 2025
New holders
175
588 more added
Sold out
83
357 more reduced

21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 1,337 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 heldQ3 2025: $111.3B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2025.

Institutions holding WELL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Life Planners0$760.00%0New
Retirement Wealth Solutions LLC1$1000.00%00.0%Unchanged
Stone House Investment Management, LLC3$5340.00%+3New
Breakwater Investment Management3$5350.00%+3New
E Fund Management (Hong Kong) Co., Ltd.4$7130.00%+4New
Hurley Capital, LLC5$8910.00%+5New
Heartwood Wealth Advisors LLC5$8910.00%+5New
Cedar Mountain Advisors, LLC6$1.07K0.00%+6New
Davis Capital Management6$1.07K0.00%+6New
Sofos Investments, Inc.6$1.07K0.00%+6New
Tidemark, LLC6$1.07K0.00%00.0%Unchanged
DecisionPoint Financial, LLC8$1.44K0.00%00.0%Unchanged
United Community Bank9$1.60K0.00%+9New
1620 Investment Advisors, Inc.9$1.69K0.00%00.0%Unchanged
JDM Financial Group LLC10$1.78K0.00%00.0%Unchanged
Hoey Investments, Inc10$1.78K0.00%+10New
American Capital Advisory, LLC11$1.96K0.00%−2−15.4%Reduced
Clean Yield Group11$1.96K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC11$1.97K0.00%−1−8.3%Reduced
Signature Resources Capital Management, LLC12$2.14K0.00%00.0%Unchanged
Rialto Wealth Management, LLC13$2.32K0.00%00.0%Unchanged
Horizon Financial Services, LLC13$2.32K0.00%+13New
Cornerstone Planning Group LLC94$2.39K0.00%+17+22.1%Added
Quaker Wealth Management, LLC14$2.49K0.00%00.0%Unchanged
Anfield Capital Management, LLC14$2.49K0.00%00.0%Unchanged
Core Alternative Capital14$2.49K0.00%00.0%Unchanged
Texas Capital Bancshares Inc14$2.49K0.00%+14New
Wealth Watch Advisors, INC15$2.67K0.00%+15New
Trifecta Capital Advisors, LLC15$2.67K0.00%00.0%Unchanged
Redwood Park Advisors LLC15$2.67K0.00%00.0%Unchanged
NVWM, LLC16$2.85K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC16$2.85K0.00%+16New
Duncker Streett & Co Inc17$3.03K0.00%00.0%Unchanged
Montag A & Associates Inc17$3.03K0.00%+17New
Beaird Harris Wealth Management, LLC18$3.21K0.00%+5+38.5%Added
Moisand Fitzgerald Tamayo, LLC22$3.92K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$3.92K0.00%00.0%Unchanged
Maseco LLP22$3.99K0.00%00.0%Unchanged
Cloud Capital Management, LLC27$4.00K0.00%+27New
Evergreen Private Wealth LLC23$4.10K0.00%00.0%Unchanged
Millstone Evans Group, LLC23$4.10K0.00%00.0%Unchanged
Guerra Advisors Inc23$4.10K0.00%+23New
ZRC Wealth Management, LLC24$4.28K0.00%+24New
IMG Wealth Management, Inc.25$4.45K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC25$4.45K0.00%+25New
Creative Capital Management Investments LLC25$4.45K0.00%+25New
Crews Bank & Trust26$4.63K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC26$4.63K0.00%+26New
Winnow Wealth LLC26$4.65K0.00%+26New
Richardson Financial Services Inc.27$4.81K0.00%+27New
HighMark Wealth Management LLC29$5.17K0.00%00.0%Unchanged
Manning & Napier Advisors LLC29$5.17K0.00%+29New
S&T Bank29$5.17K0.00%00.0%Unchanged
WealthCollab, LLC29$5.17K0.00%+16+123.1%Added
TFC Financial Management30$5.36K0.00%00.0%Unchanged
Rossby Financial, LCC30$5.38K0.00%+30New
TD Capital Management LLC31$5.55K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC32$5.70K0.00%+3+10.3%Added
DT Investment Partners, LLC32$5.70K0.00%00.0%Unchanged
Addison Advisors LLC32$5.70K0.00%+32New
Bryn Mawr Trust Co33$5.88K0.00%−2,857−98.9%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.34$6.06K0.01%−2,578−98.7%Reduced
Clark Wealth Partners34$6.31K0.00%+5+17.2%Added
Tortoise Investment Management, LLC37$6.59K0.00%+11+42.3%Added
Centerpoint Advisors, LLC42$7.00K0.00%+42New
Strategic Advocates LLC41$7.30K0.00%+41New
Leonteq Securities AG44$7.84K0.00%+44New
Redmont Wealth Advisors LLC46$8.19K0.01%00.0%Unchanged
Compass Financial Services Inc46$8.21K0.00%00.0%Unchanged
PFS Partners, LLC48$8.59K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC50$8.91K0.00%00.0%Unchanged
Heritage Wealth Advisors52$9.26K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC53$9.55K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC54$9.67K0.00%+50+1,250.0%Added
Pacifica Partners Inc.54$9.69K0.00%+54New
Crowley Wealth Management, Inc.55$9.80K0.01%00.0%Unchanged
Aspect Partners, LLC56$9.97K0.00%+11+24.4%Added
South State Corp.56$9.98K0.00%−66−54.1%Reduced
Navigoe, LLC60$10.0K0.01%00.0%Unchanged
Hemington Wealth Management57$10.0K0.00%+11+23.9%Added
Loomis Sayles & Co L P58$10.3K0.00%−3−4.9%Reduced
SOA Wealth Advisors, LLC.10,376$10.4K0.00%00.0%Unchanged
Birchbrook, Inc.59$10.5K0.01%00.0%Unchanged
Kilter Group LLC59$10.5K0.00%+4+7.3%Added
Bare Financial Services, Inc63$11.2K0.00%+30+90.9%Added
Marshall & Sterling Wealth Advisors Inc.65$11.6K0.01%00.0%Unchanged
Smithfield Trust Co66$12.0K0.00%+66New
Mowery & Schoenfeld Wealth Management, LLC73$13.0K0.02%−21−22.3%Reduced
Measured Wealth Private Client Group, LLC75$13.4K0.00%+75New
Reyes Financial Architecture, Inc.78$13.9K0.01%00.0%Unchanged
Red Tortoise LLC81$14.4K0.01%00.0%Unchanged
Citizens National Bank Trust Department83$14.8K0.00%00.0%Unchanged
Binnacle Investments Inc83$14.8K0.01%+6+7.8%Added
New Millennium Group LLC91$16.2K0.01%00.0%Unchanged
High Note Wealth, LLC91$16.2K0.00%+4+4.6%Added
Raffa Wealth Management, LLC91$16.2K0.00%+18+24.7%Added
Marquette Asset Management, LLC94$16.7K0.00%+94New
Winch Advisory Services, LLC94$16.8K0.00%00.0%Unchanged
Johnson Financial Group, Inc.95$16.9K0.00%+95New
Barrett & Company, Inc.100$17.8K0.01%00.0%Unchanged