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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 42,614 | $7.59M | 0.01% | +3,509+9.0% | Added |
| Vanderbilt University | 43,609 | $7.77M | 1.29% | +7,862+22.0% | Added |
| MML Investors Services, LLC | 43,908 | $7.82M | 0.02% | −578−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,912 | $7.82M | 0.37% | −397−0.9% | Reduced |
| Empowered Funds, LLC | 43,955 | $7.83M | 0.08% | +8,449+23.8% | Added |
| Peapack Gladstone Financial Corp | 43,963 | $7.83M | 0.10% | +738+1.7% | Added |
| Brookstone Capital Management | 45,359 | $8.08M | 0.10% | +37,635+487.2% | Added |
| Windward Capital Management Co | 45,765 | $8.15M | 0.65% | −304−0.7% | Reduced |
| Callahan Advisors, LLC | 45,797 | $8.16M | 0.69% | +1,399+3.2% | Added |
| Mizuho Securities USA LLC | 48,713 | $8.19M | 0.17% | +5,782+13.5% | Added |
| Horizon Investments, LLC | 46,367 | $8.23M | 0.11% | +9,600+26.1% | Added |
| Triasima Portfolio Management inc. | 46,209 | $8.23M | 1.24% | +3,760+8.9% | Added |
| Stevens Capital Management LP | 46,549 | $8.29M | 1.10% | +5,560+13.6% | Added |
| Advisors Management Group Inc | 46,726 | $8.32M | 1.46% | −6,580−12.3% | Reduced |
| Pathstone Holdings, LLC | 46,762 | $8.33M | 0.03% | −254−0.5% | Reduced |
| Naviter Wealth, LLC | 46,825 | $8.34M | 0.97% | +3,804+8.8% | Added |
| GeoWealth Management, LLC | 47,236 | $8.41M | 0.31% | +1,192+2.6% | Added |
| Signature Estate & Investment Advisors LLC | 47,380 | $8.44M | 0.18% | +45,941+3,192.6% | Added |
| Ieq Capital, LLC | 47,749 | $8.51M | 0.03% | +27,399+134.6% | Added |
| Vident Advisory, LLC | 48,320 | $8.61M | 0.08% | +2,489+5.4% | Added |
| Capital International Sarl | 48,727 | $8.68M | 0.15% | +11,795+31.9% | Added |
| Nearwater Capital Markets, Ltd | 50,000 | $8.91M | 0.12% | −50,000−50.0% | Reduced |
| CI Private Wealth, LLC | 50,152 | $8.93M | 0.01% | +6,251+14.2% | Added |
| US Bancorp | 50,400 | $8.98M | 0.01% | +2,052+4.2% | Added |
| Atria Investments LLC | 50,783 | $9.05M | 0.10% | +1,865+3.8% | Added |
| Truist Financial Corp | 50,974 | $9.08M | 0.01% | +1,062+2.1% | Added |
| Consolidated Planning Corp | 51,919 | $9.25M | 0.98% | +649+1.3% | Added |
| Aptus Capital Advisors, LLC | 52,148 | $9.29M | 0.08% | +3,301+6.8% | Added |
| Waterfront Capital Partners, LLC | 52,551 | $9.36M | 6.13% | −58,185−52.5% | Reduced |
| Pinnacle Associates Ltd | 52,597 | $9.37M | 0.12% | −788−1.5% | Reduced |
| Pensionfund DSM Netherlands | 52,753 | $9.40M | 6.09% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 52,994 | $9.44M | 1.92% | −915−1.7% | Reduced |
| Pacer Advisors, Inc. | 53,353 | $9.50M | 0.02% | −12,517−19.0% | Reduced |
| Abn Amro Investment Solutions | 54,514 | $9.71M | 0.20% | +44,187+427.9% | Added |
| Allspring Global Investments Holdings, LLC | 54,226 | $9.73M | 0.02% | +1,311+2.5% | Added |
| Harbour Trust & Investment Management Co | 54,618 | $9.73M | 1.01% | −484−0.9% | Reduced |
| Windle Wealth, LLC | 56,040 | $9.98M | 4.47% | −10.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 56,257 | $10.0M | 0.27% | −1,980−3.4% | Reduced |
| Azimuth Capital Investment Management LLC | 56,349 | $10.0M | 0.36% | −745−1.3% | Reduced |
| Advisors Asset Management, Inc. | 58,292 | $10.4M | 0.18% | −5,202−8.2% | Reduced |
| CWM, LLC | 58,540 | $10.4M | 0.03% | +36,076+160.6% | Added |
| Longbow Finance SA | 58,895 | $10.5M | 1.04% | 00.0% | Unchanged |
| Agf Management Ltd | 59,658 | $10.6M | 0.05% | −1,177−1.9% | Reduced |
| Greenland Capital Management LP | 61,656 | $10.6M | 1.56% | +47,366+331.5% | Added |
| Kingdon Capital Management, L.L.C. | 60,000 | $10.7M | 1.67% | +5,000+9.1% | Added |
| CWM Advisors, LLC | 61,041 | $10.9M | 1.06% | −7,707−11.2% | Reduced |
| LGT Group Foundation | 60,943 | $10.9M | 0.13% | −3,175−5.0% | Reduced |
| Entropy Technologies, LP | 61,635 | $11.0M | 0.82% | +4,837+8.5% | Added |
| Elo Mutual Pension Insurance Co | 61,898 | $11.0M | 0.18% | +13,644+28.3% | Added |
| Investment Management Corp of Ontario | 62,090 | $11.1M | 0.17% | +25,245+68.5% | Added |
| Oppenheimer Asset Management Inc. | 62,187 | $11.1M | 0.12% | −1,992−3.1% | Reduced |
| Intech Investment Management LLC | 62,354 | $11.1M | 0.10% | −33,061−34.6% | Reduced |
| Landscape Capital Management, L.L.C. | 63,385 | $11.3M | 0.72% | +50,324+385.3% | Added |
| GDS Wealth Management | 63,763 | $11.4M | 0.75% | +7,699+13.7% | Added |
| DLD Asset Management, LP | 63,795 | $11.4M | 1.46% | −24,155−27.5% | Reduced |
| Jump Financial, LLC | 65,416 | $11.7M | 0.15% | +11,903+22.2% | Added |
| Norinchukin Bank, The | 66,615 | $11.9M | 0.16% | +5,287+8.6% | Added |
| Nomura Holdings Inc | 69,207 | $12.3M | 0.06% | +69,207 | New |
| OP Asset Management Ltd | 69,743 | $12.4M | 0.16% | +1,984+2.9% | Added |
| Central Trust Co | 70,368 | $12.5M | 0.26% | −152−0.2% | Reduced |
| Lido Advisors, LLC | 70,426 | $12.5M | 0.05% | +28,007+66.0% | Added |
| Avanza Fonder AB | 70,459 | $12.6M | 0.33% | +6,055+9.4% | Added |
| ASR Vermogensbeheer N.V. | 70,833 | $12.6M | 0.15% | +9,138+14.8% | Added |
| QRG Capital Management, Inc. | 71,371 | $12.7M | 0.15% | −16,442−18.7% | Reduced |
| Janney Montgomery Scott LLC | 73,250 | $13.0M | 0.03% | −3,936−5.1% | Reduced |
| DuPont Capital Management Corp | 73,736 | $13.1M | 1.36% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 73,822 | $13.2M | 0.02% | −616,058−89.3% | Reduced |
| Trust Co of Toledo NA | 75,155 | $13.4M | 1.34% | −742−1.0% | Reduced |
| Westpac Banking Corp | 75,991 | $13.5M | 0.84% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 76,136 | $13.6M | 0.05% | +9,243+13.8% | Added |
| Oregon Public Employees Retirement Fund | 76,500 | $13.6M | 0.18% | +22,850+42.6% | Added |
| Mutual of America Capital Management LLC | 76,550 | $13.6M | 0.14% | +1,253+1.7% | Added |
| Venture Visionary Partners LLC | 77,605 | $13.8M | 0.48% | −2,967−3.7% | Reduced |
| JustInvest LLC | 77,853 | $13.9M | 0.14% | +1,965+2.6% | Added |
| Wealthfront Advisers LLC | 77,935 | $13.9M | 0.03% | +16,645+27.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,787 | $14.0M | 0.02% | +78,787 | New |
| Captrust Financial Advisors | 82,707 | $14.7M | 0.03% | +1,537+1.9% | Added |
| Rafferty Asset Management, LLC | 83,296 | $14.8M | 0.05% | +4,564+5.8% | Added |
| Chilton Capital Management LLC | 83,687 | $14.9M | 0.50% | −5,009−5.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 84,770 | $15.1M | 0.14% | −55,002−39.4% | Reduced |
| Waratah Capital Advisors Ltd. | 84,837 | $15.1M | 1.03% | −50,951−37.5% | Reduced |
| Commonwealth Equity Services, LLC | 85,507 | $15.2M | 0.02% | −6,588−7.2% | Reduced |
| Public Employees Retirement Association of Colorado | 85,899 | $15.3M | 0.06% | −1,174−1.3% | Reduced |
| Fifth Third Bancorp | 85,953 | $15.3M | 0.05% | +1,048+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 86,803 | $15.5M | 0.06% | +16,283+23.1% | Added |
| Gradient Investments LLC | 87,143 | $15.5M | 0.26% | +87,143 | New |
| Northwestern Mutual Wealth Management Co | 87,298 | $15.6M | 0.01% | +2,387+2.8% | Added |
| Woodline Partners LP | 88,243 | $15.7M | 0.07% | +21,187+31.6% | Added |
| GSI Capital Advisors LLC | 88,409 | $15.7M | 8.90% | −5,268−5.6% | Reduced |
| Appleton Partners Inc | 89,580 | $16.0M | 1.07% | +150+0.2% | Added |
| Keybank National Association | 90,872 | $16.2M | 0.06% | −1,743−1.9% | Reduced |
| CIBC Asset Management Inc | 92,712 | $16.5M | 0.05% | +6,596+7.7% | Added |
| HighTower Advisors, LLC | 93,429 | $16.7M | 0.02% | +3,422+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 93,967 | $16.7M | 0.10% | +10,047+12.0% | Added |
| British Columbia Investment Management Corp | 94,090 | $16.8M | 0.10% | −7,932−7.8% | Reduced |
| New York Life Investment Management LLC | 97,366 | $17.3M | 0.15% | +4,019+4.3% | Added |
| Connors Investor Services Inc | 100,220 | $17.9M | 1.52% | +1,591+1.6% | Added |
| Freestone Grove Partners LP | 101,272 | $18.0M | 0.13% | +89,367+750.7% | Added |
| Mackenzie Financial Corp | 102,504 | $18.3M | 0.02% | +15,615+18.0% | Added |
| Xponance, Inc. | 103,502 | $18.4M | 0.15% | −3,336−3.1% | Reduced |