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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; 1,601 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: 1,437 institutionsQ1 2026: 1,497 institutionsQ2 2026: 1,601 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 20261,601$160.7B
Q1 20261,497$133.3B
Q4 20251,437$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
Caitong International Asset Management Co., Ltd0$00.00%−566−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−510−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−435−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−387−100.0%Sold out
NewSquare Capital LLC0$00.00%−362−100.0%Sold out
Sierra Ocean, LLC0$00.00%−258−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−181−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−130−100.0%Sold out
Game Plan Financial Advisors, LLC0$00.00%−100−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−46−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−41−100.0%Sold out
Total Investment Management Inc0$00.00%−26−100.0%Sold out
Traub Capital Management LLC0$00.00%−25−100.0%Sold out
GFG Capital, LLC0$00.00%−19−100.0%Sold out
Stephens Consulting, LLC0$00.00%−16−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−7−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−7−100.0%Sold out
Transce3nd, LLC0$00.00%−4−100.0%Sold out
Crewe Advisors LLC0$00.00%−3−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−2−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
EP Wealth Advisors, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Forte Capital LLC––––Not filed
Wambolt & Associates, LLC––––Not filed
Schnieders Capital Management LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Good Life Advisors, LLC––––Not filed
Graypoint LLC––––Not filed
Prairie Sky Financial Group LLC––––Not filed
E Fund Management Co., Ltd.––––Not filed
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH––––Not filed
First Horizon Advisors, Inc.––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed
Financial Gravity Companies, Inc.––––Not filed