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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 101 | $18.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 102 | $18.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 105 | $18.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $18.7K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 107 | $19.1K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 110 | $19.6K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 110 | $19.6K | 0.00% | +110 | New |
| Coston, McIsaac & Partners | 115 | $20.0K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $20.3K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 118 | $21.0K | 0.00% | +118 | New |
| Central Pacific Bank - Trust Division | 125 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 131 | $23.0K | 0.01% | +3+2.3% | Added |
| Arlington Trust Co LLC | 131 | $23.3K | 0.00% | −4−3.0% | Reduced |
| Palisade Asset Management, LLC | 131 | $23.3K | 0.00% | +131 | New |
| Center for Financial Planning, Inc. | 133 | $23.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 135 | $24.0K | 0.01% | +2+1.5% | Added |
| Morse Asset Management, Inc | 135 | $24.0K | 0.00% | +10+8.0% | Added |
| New England Capital Financial Advisors LLC | 136 | $24.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 139 | $24.8K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 142 | $25.3K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 142 | $25.3K | 0.01% | +65+84.4% | Added |
| Howard Hughes Medical Institute | 143 | $25.5K | 0.01% | +12+9.2% | Added |
| Armstrong Advisory Group, Inc | 143 | $25.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 143 | $25.5K | 0.01% | +24+20.2% | Added |
| Hazlett, Burt & Watson, Inc. | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 146 | $26.0K | 0.01% | +1+0.7% | Added |
| Activest Wealth Management | 147 | $26.2K | 0.01% | +11+8.1% | Added |
| Solstein Capital, LLC | 148 | $26.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 149 | $26.5K | 0.00% | +49+49.0% | Added |
| Park Place Capital Corp | 152 | $27.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 158 | $28.0K | 0.00% | −17−9.7% | Reduced |
| Albion Financial Group | 163 | $29.0K | 0.00% | +15+10.1% | Added |
| GPS Wealth Strategies Group, LLC | 165 | $29.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $30.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 172 | $30.6K | 0.02% | −1−0.6% | Reduced |
| Bellevue Asset Management, LLC | 172 | $30.7K | 0.01% | +1+0.6% | Added |
| Scarborough Advisors, LLC | 175 | $31.1K | 0.01% | −92−34.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 176 | $31.4K | 0.01% | +10+6.0% | Added |
| Bank of New Hampshire | 182 | $32.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $32.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $32.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 185 | $33.0K | 0.01% | +185 | New |
| Quest 10 Wealth Builders, Inc. | 186 | $33.1K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 187 | $33.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 191 | $34.0K | 0.03% | +10+5.5% | Added |
| Sound Income Strategies, LLC | 206 | $34.5K | 0.00% | +21+11.4% | Added |
| Smallwood Wealth Investment Management, LLC | 195 | $34.7K | 0.02% | +10+5.4% | Added |
| Roxbury Financial LLC | 196 | $34.9K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 230 | $35.0K | 0.00% | +34+17.3% | Added |
| Mma Asset Management LLC | 199 | $35.5K | 0.01% | +199 | New |
| Global Trust Asset Management, LLC | 200 | $35.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $35.6K | 0.03% | −30,546−99.3% | Reduced |
| Global Wealth Strategies & Associates | 200 | $35.6K | 0.01% | +200 | New |
| First Command Advisory Services, Inc. | 205 | $36.5K | 0.00% | −27−11.6% | Reduced |
| Sunbelt Securities, Inc. | 206 | $36.8K | 0.00% | −20−8.8% | Reduced |
| Grove Bank & Trust | 212 | $37.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 212 | $37.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $38.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 203 | $38.8K | 0.01% | +3+1.5% | Added |
| CBIZ Investment Advisory Services, LLC | 226 | $40.3K | 0.00% | +13+6.1% | Added |
| Boyd Watterson Asset Management LLC | 228 | $40.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 231 | $41.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 245 | $44.0K | 0.02% | −20−7.5% | Reduced |
| Financial Perspectives, Inc | 252 | $44.9K | 0.01% | −32−11.3% | Reduced |
| Creekmur Asset Management LLC | 255 | $45.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 261 | $46.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 270 | $48.1K | 0.00% | −237−46.7% | Reduced |
| Manitou Investment Management Ltd. | 270 | $48.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 278 | $49.5K | 0.01% | +33+13.5% | Added |
| Y.D. More Investments Ltd | 288 | $51.2K | 0.00% | +246+585.7% | Added |
| Capital Advisors, Ltd. LLC | 294 | $52.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $52.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 293 | $52.2K | 0.01% | −22−7.0% | Reduced |
| IAG Wealth Partners, LLC | 300 | $53.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $53.5K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 301 | $53.7K | 0.04% | +301 | New |
| Newbridge Financial Services Group, Inc. | 307 | $54.7K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth LLC | 307 | $54.7K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $57.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 325 | $57.9K | 0.01% | −3−0.9% | Reduced |
| Salomon & Ludwin, LLC | 336 | $58.8K | 0.01% | +336 | New |
| Copia Wealth Management | 333 | $59.3K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 334 | $59.5K | 0.01% | +334 | New |
| JPL Wealth Management, LLC | 335 | $59.8K | 0.01% | +335 | New |
| Piscataqua Savings Bank | 338 | $60.2K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $62.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $62.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 360 | $64.0K | 0.00% | +1+0.3% | Added |
| True Wealth Design, LLC | 373 | $66.5K | 0.02% | +357+2,231.3% | Added |
| TCTC Holdings, LLC | 379 | $67.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 386 | $68.8K | 0.01% | +25+6.9% | Added |
| Rise Advisors, LLC | 389 | $69.4K | 0.02% | +16+4.3% | Added |
| Private Wealth Asset Management, LLC | 395 | $70.4K | 0.01% | +105+36.2% | Added |
| Riverview Trust Co | 400 | $71.3K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $71.3K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 405 | $72.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 410 | $73.0K | 0.01% | 00.0% | Unchanged |