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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 19,796 | $3.53M | 0.30% | −89−0.4% | Reduced |
| Arkadios Wealth Advisors | 19,854 | $3.54M | 0.09% | +10,152+104.6% | Added |
| Bleichroeder LP | 20,000 | $3.56M | 0.69% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 19,691 | $3.56M | 2.65% | −150−0.8% | Reduced |
| Asset Planning,Inc | 20,111 | $3.58M | 2.59% | −93−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 20,127 | $3.59M | 0.30% | −830−4.0% | Reduced |
| Omers Administration Corp | 20,194 | $3.60M | 0.03% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 20,633 | $3.64M | 0.04% | −48,926−70.3% | Reduced |
| Red Cedar Investment Management, LLC | 20,440 | $3.64M | 0.43% | +5,455+36.4% | Added |
| Kestra Advisory Services, LLC | 20,507 | $3.65M | 0.02% | +8,211+66.8% | Added |
| Portfolio Design Labs, LLC | 21,002 | $3.74M | 0.64% | −1,503−6.7% | Reduced |
| UBS Asset Management Americas Inc | 21,095 | $3.76M | 0.00% | −9,672,048−99.8% | Reduced |
| Argentarii, LLC | 21,102 | $3.76M | 1.61% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 21,131 | $3.76M | 0.23% | +2,520+13.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,262 | $3.79M | 0.03% | +6,573+44.7% | Added |
| Commerce Bank | 21,304 | $3.80M | 0.02% | +1,774+9.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,316 | $3.80M | 0.05% | +1,496+7.5% | Added |
| Verition Fund Management LLC | 21,351 | $3.80M | 0.02% | −24,096−53.0% | Reduced |
| Patton Fund Management, Inc. | 21,487 | $3.83M | 0.69% | −359−1.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $3.87M | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 21,756 | $3.88M | 0.02% | +876+4.2% | Added |
| Ascent Group, LLC | 21,785 | $3.88M | 0.14% | −256−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 21,843 | $3.89M | 0.15% | +5,946+37.4% | Added |
| Private Advisor Group, LLC | 22,107 | $3.94M | 0.02% | +3,409+18.2% | Added |
| Machina Capital S.A.S. | 22,471 | $4.00M | 0.70% | −2,052−8.4% | Reduced |
| Spinnaker Trust | 22,500 | $4.01M | 0.22% | −3,332−12.9% | Reduced |
| United Capital Financial Advisers, LLC | 22,781 | $4.06M | 0.03% | −337−1.5% | Reduced |
| Bleakley Financial Group, LLC | 22,789 | $4.06M | 0.09% | +1,276+5.9% | Added |
| Summit Place Financial Advisors, LLC | 22,821 | $4.07M | 1.92% | −1,219−5.1% | Reduced |
| Perpetual Ltd | 23,086 | $4.11M | 0.05% | −949−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,129 | $4.12M | 0.15% | +864+3.9% | Added |
| Assenagon Asset Management S.A. | 23,212 | $4.13M | 0.01% | +458+2.0% | Added |
| Lincluden Management Ltd | 23,650 | $4.21M | 0.47% | 00.0% | Unchanged |
| DRW Securities, LLC | 23,960 | $4.22M | 0.22% | +14,807+161.8% | Added |
| Hamilton Capital Partners Inc. | 23,998 | $4.28M | 0.18% | +3,193+15.3% | Added |
| AIA Group Ltd | 24,000 | $4.28M | 0.08% | +8,400+53.8% | Added |
| Crossmark Global Holdings, Inc. | 24,137 | $4.30M | 0.06% | −3,860−13.8% | Reduced |
| Gamco Investors, Inc. Et Al | 24,166 | $4.30M | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 24,332 | $4.33M | 0.50% | −180−0.7% | Reduced |
| La Banque Postale Asset Management SA | 24,449 | $4.36M | 0.05% | −522−2.1% | Reduced |
| Brown Advisory Inc | 24,600 | $4.38M | 0.01% | −105−0.4% | Reduced |
| MAI Capital Management | 24,838 | $4.42M | 0.03% | −561−2.2% | Reduced |
| Raiffeisen Bank International AG | 25,172 | $4.44M | 0.06% | +7,339+41.2% | Added |
| Westover Capital Advisors, LLC | 24,952 | $4.44M | 0.82% | −687−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 25,092 | $4.47M | 0.08% | +257+1.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $4.54M | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 25,659 | $4.57M | 0.29% | −94−0.4% | Reduced |
| AMF Pensionsforsakring AB | 26,507 | $4.72M | 0.03% | +10,753+68.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,846 | $4.78M | 0.36% | −221−0.8% | Reduced |
| Azzad Asset Management Inc | 27,212 | $4.85M | 0.48% | +4,742+21.1% | Added |
| Rainey & Randall Investment Management Inc. | 27,578 | $4.91M | 0.82% | +130.0% | Added |
| E. Ohman J:or Asset Management AB | 27,594 | $4.92M | 0.12% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 27,890 | $4.97M | 0.13% | −14,374−34.0% | Reduced |
| New Mexico Educational Retirement Board | 28,048 | $5.00M | 0.16% | +400+1.4% | Added |
| Beacon Financial Planning, Inc | 28,119 | $5.01M | 2.59% | +844+3.1% | Added |
| Brinker Capital Investments, LLC | 28,189 | $5.02M | 0.04% | +4,145+17.2% | Added |
| Pensionfund Sabic | 28,559 | $5.09M | 1.39% | −500−1.7% | Reduced |
| FJ Capital Management LLC | 28,845 | $5.14M | 0.55% | +391+1.4% | Added |
| Allstate Corp | 28,956 | $5.16M | 0.12% | +22,789+369.5% | Added |
| Oppenheimer & Co Inc | 29,352 | $5.23M | 0.06% | +92+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,407 | $5.24M | 0.03% | +737+2.6% | Added |
| Merit Financial Group, LLC | 29,647 | $5.28M | 0.05% | +1,786+6.4% | Added |
| Point72 Asset Management, L.P. | 29,998 | $5.34M | 0.01% | −101,268−77.1% | Reduced |
| D L Carlson Investment Group Inc | 30,701 | $5.47M | 0.92% | +16+0.1% | Added |
| Generali Asset Management SPA SGR | 30,781 | $5.48M | 0.12% | +843+2.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $5.63M | 0.43% | 00.0% | Unchanged |
| Blair William & Co | 31,778 | $5.66M | 0.02% | +175+0.6% | Added |
| Westfield Capital Management Co LP | 32,189 | $5.73M | 0.02% | +32,189 | New |
| Securian Asset Management, Inc | 32,300 | $5.75M | 0.15% | −180−0.6% | Reduced |
| Legacy CG, LLC | 32,392 | $5.77M | 1.62% | −48−0.1% | Reduced |
| Easterly Investment Partners LLC | 32,436 | $5.78M | 0.39% | −99,360−75.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,596 | $5.81M | 0.02% | −7,391−18.5% | Reduced |
| Catalytic Wealth RIA, LLC | 32,712 | $5.83M | 0.19% | +5,138+18.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,948 | $5.87M | 0.05% | +2,091+6.8% | Added |
| Ostrum Asset Management | 33,003 | $5.88M | 0.26% | +2,411+7.9% | Added |
| Fairfield Financial Advisors, LTD | 33,052 | $5.89M | 1.98% | +6,533+24.6% | Added |
| Kestra Private Wealth Services, LLC | 33,079 | $5.89M | 0.08% | +100.0% | Added |
| Vestmark Advisory Solutions, Inc. | 33,201 | $5.91M | 0.11% | −10,539−24.1% | Reduced |
| First Pacific Financial | 33,277 | $5.93M | 0.82% | +8,028+31.8% | Added |
| Beck Capital Management, LLC | 33,280 | $5.93M | 1.37% | +304+0.9% | Added |
| Maryland State Retirement & Pension System | 33,359 | $5.94M | 0.12% | +1,514+4.8% | Added |
| Vontobel Holding Ltd. | 33,441 | $5.96M | 0.02% | +5,685+20.5% | Added |
| Vise Technologies, Inc. | 33,692 | $6.00M | 0.22% | +526+1.6% | Added |
| Gulf International Bank (UK) Ltd | 33,920 | $6.04M | 0.20% | +558+1.7% | Added |
| Louisiana State Employees Retirement System | 35,100 | $6.25M | 0.10% | +2,300+7.0% | Added |
| KMG Fiduciary Partners, LLC | 35,654 | $6.35M | 0.43% | −238−0.7% | Reduced |
| Sterling Capital Management LLC | 36,093 | $6.43M | 0.09% | −423−1.2% | Reduced |
| ING Groep NV | 37,812 | $6.74M | 0.04% | +6,270+19.9% | Added |
| DoubleLine ETF Adviser LP | 37,932 | $6.76M | 2.04% | +2,086+5.8% | Added |
| Brasada Capital Management, LP | 39,508 | $6.93M | 1.18% | −1,607−3.9% | Reduced |
| TCW Group Inc | 39,018 | $6.95M | 0.06% | −48,329−55.3% | Reduced |
| Hartford Investment Management Co | 39,272 | $7.00M | 0.21% | +1,737+4.6% | Added |
| Spirit of America Management Corp | 39,825 | $7.09M | 1.42% | +700+1.8% | Added |
| Banque Cantonale Vaudoise | 39,888 | $7.11M | 0.27% | +570+1.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,329 | $7.18M | 0.18% | +756+1.9% | Added |
| Oddo BHF Asset Management SAS | 40,756 | $7.26M | 0.28% | +25,586+168.7% | Added |
| Warren Averett Asset Management, LLC | 41,112 | $7.32M | 0.07% | −9,577−18.9% | Reduced |
| Man Group plc | 41,561 | $7.40M | 0.01% | +6,664+19.1% | Added |
| Carret Asset Management, LLC | 41,611 | $7.41M | 0.72% | −553−1.3% | Reduced |
| Kentucky Retirement Systems | 42,016 | $7.48M | 0.21% | +2,518+6.4% | Added |