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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 420 | $74.8K | 0.00% | +420 | New |
| Cullen/Frost Bankers, Inc. | 424 | $75.6K | 0.00% | −14−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 429 | $76.4K | 0.03% | −41−8.7% | Reduced |
| Cape Investment Advisory, Inc. | 429 | $76.4K | 0.08% | +7+1.7% | Added |
| Sachetta, LLC | 448 | $79.8K | 0.03% | +58+14.9% | Added |
| Pinnacle Bancorp, Inc. | 450 | $80.2K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 451 | $80.3K | 0.01% | +110+32.3% | Added |
| FSA Wealth Management LLC | 470 | $83.6K | 0.03% | +3+0.6% | Added |
| Rosenberg Matthew Hamilton | 491 | $87.5K | 0.02% | −142−22.4% | Reduced |
| Eastern Bank | 500 | $89.1K | 0.00% | +103+25.9% | Added |
| Valley National Advisers Inc | 510 | $90.0K | 0.01% | +2+0.4% | Added |
| Trust Co of Vermont | 522 | $93.0K | 0.00% | +100+23.7% | Added |
| Manchester Capital Management LLC | 523 | $93.2K | 0.01% | −48−8.4% | Reduced |
| MCF Advisors LLC | 523 | $93.2K | 0.01% | +23+4.6% | Added |
| Bank & Trust Co | 550 | $98.0K | 0.07% | 00.0% | Unchanged |
| Franchise Capital Ltd | 569 | $101.4K | 0.04% | −200−26.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 574 | $102.3K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 583 | $103.8K | 0.01% | −16−2.7% | Reduced |
| Wiser Advisor Group LLC | 656 | $116.9K | 0.15% | +656 | New |
| ORG Partners LLC | 662 | $117.9K | 0.02% | +81+13.9% | Added |
| Golden State Wealth Management, LLC | 663 | $118.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 666 | $118.6K | 0.01% | +7+1.1% | Added |
| Orion Capital Management LLC | 672 | $119.8K | 0.04% | −690−50.7% | Reduced |
| HHM Wealth Advisors, LLC | 700 | $124.7K | 0.01% | −16−2.2% | Reduced |
| Webster Bank, N. A. | 700 | $124.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 715 | $127.4K | 0.04% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 711 | $127.5K | 0.08% | +711 | New |
| Inlight Wealth Management, LLC | 720 | $128.3K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 722 | $128.6K | 0.09% | −2−0.3% | Reduced |
| Centennial Bank | 740 | $131.8K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 765 | $136.3K | 0.02% | +140+22.4% | Added |
| GHP Investment Advisors, Inc. | 775 | $138.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 776 | $138.2K | 0.02% | +33+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 800 | $142.0K | 0.00% | +800 | New |
| First United Bank Trust | 800 | $142.5K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 801 | $142.7K | 0.02% | +170+26.9% | Added |
| Pathway Financial Advisers, LLC | 830 | $147.6K | 0.04% | +830 | New |
| HM Payson & Co | 830 | $147.9K | 0.00% | +255+44.3% | Added |
| Catalyst Capital Advisors LLC | 869 | $154.8K | 0.00% | −491−36.1% | Reduced |
| Atlantic Trust, LLC | 871 | $155.2K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 885 | $158.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 906 | $161.3K | 0.01% | −39,158−97.7% | Reduced |
| Bayforest Capital Ltd | 915 | $163.0K | 0.08% | +915 | New |
| Family Capital Trust Co | 920 | $163.9K | 0.05% | +920 | New |
| Private Trust Co NA | 948 | $168.9K | 0.01% | +19+2.0% | Added |
| North Star Investment Management Corp. | 956 | $170.3K | 0.01% | +7+0.7% | Added |
| ORG Wealth Partners, LLC | 967 | $172.3K | 0.04% | +398+69.9% | Added |
| Bollard Group LLC | 979 | $174.0K | 0.00% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 986 | $175.6K | 0.00% | +986 | New |
| Princeton Global Asset Management LLC | 1,001 | $178.3K | 0.03% | −6−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,046 | $186.4K | 0.02% | +1,046 | New |
| City State Bank | 1,058 | $188.5K | 0.05% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,064 | $189.6K | 0.09% | +1,064 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,088 | $193.8K | 0.04% | −168−13.4% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $196.1K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,120 | $199.5K | 0.01% | +602+116.2% | Added |
| Tradition Wealth Management, LLC | 1,123 | $200.1K | 0.01% | +1,123 | New |
| Pines Wealth Management, LLC | 1,124 | $200.2K | 0.07% | +1,124 | New |
| Successful Portfolios LLC | 1,125 | $200.4K | 0.12% | +1,125 | New |
| Baker Avenue Asset Management, LP | 1,128 | $200.9K | 0.00% | +1,128 | New |
| Birch Financial Group, LLC | 1,128 | $201.0K | 0.12% | +1,128 | New |
| Core Wealth Partners LLC | 1,129 | $201.1K | 0.09% | +1,129 | New |
| Whalen Wealth Management Inc. | 1,149 | $204.7K | 0.12% | +1,149 | New |
| Birch Hill Investment Advisors LLC | 1,152 | $205.2K | 0.01% | −320−21.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,153 | $205.4K | 0.03% | +1,153 | New |
| Clear Street Markets LLC | 1,155 | $205.8K | 0.07% | +732+173.0% | Added |
| West Michigan Advisors, LLC | 1,161 | $206.8K | 0.05% | +1,161 | New |
| Keebeck Wealth Management, LLC | 1,163 | $207.2K | 0.02% | +1,163 | New |
| Colonial Trust Co | 1,165 | $207.5K | 0.03% | +43+3.8% | Added |
| Abacus Planning Group, Inc. | 1,165 | $207.5K | 0.03% | +1,165 | New |
| Park National Corp | 1,172 | $208.8K | 0.01% | +1,172 | New |
| Van Cleef Asset Management,Inc | 1,172 | $208.8K | 0.02% | +1,172 | New |
| Greykasell Wealth Strategies, Inc. | 1,174 | $209.2K | 0.09% | +23+2.0% | Added |
| Holderness Investments Co | 1,177 | $209.7K | 0.04% | −400−25.4% | Reduced |
| Empower Advisory Group, LLC | 1,179 | $210.0K | 0.00% | +1,179 | New |
| Allen Capital Group, LLC | 1,186 | $211.3K | 0.02% | +1,186 | New |
| Tritonpoint Wealth, LLC | 1,200 | $213.7K | 0.02% | +1,200 | New |
| Jag Capital Management, LLC | 1,200 | $213.8K | 0.02% | +1,200 | New |
| Sterling Investment Advisors, Ltd. | 1,200 | $213.8K | 0.04% | +1,200 | New |
| Silverlake Wealth Management LLC | 1,201 | $213.9K | 0.05% | +1,201 | New |
| Fundamentun, LLC | 1,207 | $215.0K | 0.01% | +1,207 | New |
| Argent Advisors, Inc. | 1,214 | $216.3K | 0.06% | +1,214 | New |
| FLC Capital Advisors | 1,215 | $216.4K | 0.04% | +1,215 | New |
| Court Place Advisors, LLC | 1,220 | $217.3K | 0.07% | +1,220 | New |
| 111 Capital | 1,223 | $217.9K | 0.04% | +1,223 | New |
| Charter Trust Co | 1,226 | $218.4K | 0.01% | +1,226 | New |
| Douglas Lane & Associates, LLC | 1,232 | $219.4K | 0.00% | +1,232 | New |
| Scotia Capital Inc. | 1,232 | $219.5K | 0.00% | +1,232 | New |
| Jackson Hole Capital Partners, LLC | 1,235 | $220.0K | 0.04% | +1,235 | New |
| Old Port Advisors | 1,238 | $220.5K | 0.06% | +1,238 | New |
| Key Financial Inc | 1,231 | $220.8K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,240 | $220.9K | 0.08% | +1,240 | New |
| Beacon Financial Group | 1,250 | $222.7K | 0.02% | +1,250 | New |
| Compass Wealth Management, LLC | 1,250 | $222.7K | 0.10% | +1,250 | New |
| Essential Partners LLC | 1,250 | $222.7K | 0.07% | +1,062+564.9% | Added |
| Cooper Financial Group | 1,254 | $223.4K | 0.02% | +1,254 | New |
| Sowell Financial Services LLC | 1,254 | $223.4K | 0.01% | −91−6.8% | Reduced |
| True North Advisors, LLC | 1,260 | $224.5K | 0.04% | −252−16.7% | Reduced |
| Centurion Wealth Management LLC | 1,260 | $224.5K | 0.05% | +1,260 | New |
| Cyndeo Wealth Partners, LLC | 1,261 | $224.6K | 0.01% | +1,261 | New |