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Livermore
Livermore
ZHEN

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.

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: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 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 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$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
Crawford Investment Counsel Inc1,731$308.4K0.01%00.0%Unchanged
Cercano Management LLC1,736$309.3K0.01%00.0%Unchanged
Optas, LLC1,736$309.3K0.05%+97+5.9%Added
Carr Financial Group Corp1,748$311.4K0.09%+6+0.3%Added
Brucke Financial, Inc.1,733$313.7K0.18%+1,733New
Chicago Partners Investment Group LLC1,747$313.9K0.01%+226+14.9%Added
Fourth Dimension Wealth, LLC1,765$314.4K0.12%+7+0.4%Added
Crestwood Advisors Group LLC1,776$316.3K0.01%+456+34.5%Added
Old Mission Capital LLC1,776$316.4K0.01%+1,776New
Values Added Financial LLC1,776$316.4K0.14%+124+7.5%Added
Cromwell Holdings LLC1,781$317.3K0.17%00.0%Unchanged
Hardy Reed LLC1,790$318.8K0.02%+217+13.8%Added
CMC Financial Group1,800$320.7K0.59%+1,800New
Accurate Wealth Management, LLC1,896$321.0K0.04%+146+8.3%Added
Daymark Wealth Partners, LLC1,803$321.2K0.01%−11−0.6%Reduced
Modera Wealth Management, LLC1,807$321.8K0.00%+60+3.4%Added
Angeles Wealth Management, LLC1,842$328.1K0.02%+133+7.8%Added
TD Waterhouse Canada Inc.1,830$328.3K0.00%−1,278−41.1%Reduced
Bullock Wealth Management Group1,832$328.5K0.16%+6+0.3%Added
Clarius Group, LLC1,846$328.8K0.02%−382−17.1%Reduced
Prudent Man Advisors, LLC1,870$333.1K0.12%−2,960−61.3%Reduced
Smith, Moore & Co.1,872$333.5K0.03%+414+28.4%Added
Maia Wealth LLC1,750$334.4K0.06%+1,750New
One Degree Advisors Inc1,883$335.0K0.10%−13−0.7%Reduced
American National Bank1,882$335.3K0.03%+1,827+3,321.8%Added
A4 Wealth Advisors LLC1,883$335.4K0.28%+1,883New
First Affirmative Financial Network1,883$335.5K0.16%−32−1.7%Reduced
Capital Advisors Wealth Management, LLC1,892$337.0K0.05%+57+3.1%Added
Northcape Wealth Management, LLC1,896$337.8K0.10%−50−2.6%Reduced
Regions Financial Corp1,897$337.9K0.00%−1,003−34.6%Reduced
Foster Group, Inc.1,900$338.5K0.01%+6+0.3%Added
Fortis Group Advisors, LLC1,873$338.9K0.06%+241+14.8%Added
Western Wealth Management, LLC1,920$342.0K0.02%+81+4.4%Added
Discipline Wealth Solutions, LLC1,920$342.0K0.09%+1,920New
GAM Holding AG1,927$343.3K0.02%+1,927New
Flagship Harbor Advisors, LLC1,928$343.4K0.01%+533+38.2%Added
Parkside Financial Bank & Trust1,928$343.5K0.03%+63+3.4%Added
Bridge Creek Capital Management LLC1,928$343.5K0.10%−25−1.3%Reduced
Dynamic Advisor Solutions LLC1,934$344.6K0.01%+68+3.6%Added
Commons Capital, LLC1,946$346.6K0.23%+4+0.2%Added
Prosperity Financial Group, Inc.1,947$346.8K0.13%+22+1.1%Added
SNS Financial Group, LLC2,000$356.3K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$356.3K0.31%00.0%Unchanged
Trust Point Inc.2,002$356.6K0.03%+2,002New
Evanson Asset Management, LLC2,003$356.9K0.02%+7+0.4%Added
Larson Financial Group LLC2,023$360.3K0.01%+381+23.2%Added
Aprio Wealth Management, LLC2,025$360.7K0.04%+2,025New
Wealth Alliance2,033$362.1K0.04%+39+2.0%Added
Register Financial Advisors LLC2,034$362.3K0.14%00.0%Unchanged
LaSalle St. Investment Advisors, LLC2,040$363.0K0.07%−42−2.0%Reduced
Woodmont Investment Counsel LLC2,071$368.9K0.02%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.2,072$369.1K0.02%−65−3.0%Reduced
Walter & Keenan Financial Consulting Co2,072$369.1K0.10%+33+1.6%Added
Pitcairn Co2,096$373.4K0.03%−520−19.9%Reduced
GM Advisory Group, Inc.2,102$374.4K0.02%+2+0.1%Added
Catalyst Financial Partners LLC2,107$375.3K0.05%+116+5.8%Added
Boston Private Wealth LLC2,114$376.7K0.02%+47+2.3%Added
Mystic Asset Management, Inc.2,115$376.8K0.09%+234+12.4%Added
Aureus Asset Management, LLC2,116$376.9K0.02%00.0%Unchanged
Krilogy Financial LLC2,030$378.3K0.01%+2,030New
Lazard Asset Management LLC2,125$378.5K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,135$380.3K0.16%+257+13.7%Added
Cambiar Investors LLC2,167$386.0K0.02%−174−7.4%Reduced
CWA Asset Management Group, LLC2,169$386.4K0.01%+271+14.3%Added
Pflug Koory, LLC2,190$390.1K0.18%00.0%Unchanged
Shelton Wealth Management, LLC2,193$390.6K0.18%+10+0.5%Added
Blue Fin Capital, Inc.2,196$391.2K0.06%−14−0.6%Reduced
Painted Porch Advisors LLC2,196$391.2K0.15%+7+0.3%Added
Zions Bancorporation, National Association2,216$394.8K0.02%+612+38.2%Added
Parsonex Advisory Services, Inc.2,221$395.6K0.27%00.0%Unchanged
Transcend Wealth Collective, LLC2,224$396.2K0.03%+748+50.7%Added
Triad Wealth Partners, LLC2,235$398.2K0.05%+136+6.5%Added
Sentinus, LLC2,238$398.7K0.09%+2,238New
Advisor OS, LLC2,246$400.2K0.03%+2,246New
VestGen Advisors, LLC2,275$405.3K0.01%+717+46.0%Added
Resonant Capital Advisors, LLC2,277$405.6K0.02%+292+14.7%Added
Barnes Pettey Financial Advisors, LLC2,277$405.6K0.22%+2,277New
AGH Wealth Advisors, LLC2,294$408.7K0.30%+35+1.5%Added
MTM Investment Management, LLC2,300$409.7K0.13%00.0%Unchanged
Planned Solutions, Inc.2,307$411.0K0.14%00.0%Unchanged
Sivia Capital Partners, LLC2,308$411.1K0.12%+398+20.8%Added
Caisse de Depot Et Placement du Quebec2,312$411.9K0.00%+634+37.8%Added
Miracle Mile Advisors, LLC2,324$414.0K0.01%+454+24.3%Added
Main Street Financial Solutions, LLC2,334$415.7K0.03%+2,334New
Golden State Equity Partners2,363$420.9K0.07%+152+6.9%Added
Wedbush Securities Inc2,364$421.0K0.01%+217+10.1%Added
Chicago Trust Co NA2,365$421.3K0.06%+2,365New
Foundations Investment Advisors, LLC2,366$421.5K0.01%−3,157−57.2%Reduced
Mather Group, LLC.2,377$423.5K0.00%+30+1.3%Added
First National Bank of Mount Dora, Trust Investment Services2,385$424.9K0.09%−70−2.9%Reduced
Advisory Services Network, LLC2,392$426.1K0.01%+149+6.6%Added
Clifford Swan Investment Counsel LLC2,423$431.6K0.01%+15+0.6%Added
bLong Financial, LLC2,450$436.4K0.30%00.0%Unchanged
Quotient Wealth Partners, LLC2,472$440.3K0.01%−121−4.7%Reduced
Retirement Planning Group, LLC2,477$441.3K0.33%+10.0%Added
Providence Financial Advisors, LLC2,487$443.0K0.42%+2,487New
IFG Advisory, LLC2,489$443.4K0.02%+7+0.3%Added
Cetera Trust Company, N.A2,490$443.6K0.25%00.0%Unchanged
Hudock, Inc.2,492$444.1K0.07%+4+0.2%Added
Corient IA LLC2,500$445.4K0.33%00.0%Unchanged