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 |
|---|---|---|---|---|---|
| Valued Retirements, Inc. | 2,904 | $446.4K | 0.50% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,508 | $446.8K | 0.00% | +1,399+126.1% | Added |
| 44 Wealth Management LLC | 2,514 | $447.8K | 0.15% | −13−0.5% | Reduced |
| Gold Investment Management Ltd. | 2,515 | $448.0K | 0.15% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 2,524 | $449.6K | 0.11% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,524 | $449.6K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,535 | $451.6K | 0.00% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,573 | $458.4K | 0.22% | +676+35.6% | Added |
| Jacobi Capital Management LLC | 2,579 | $459.5K | 0.03% | +3+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,582 | $460.0K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,568 | $460.6K | 0.04% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 2,607 | $464.4K | 0.32% | +2,607 | New |
| Group One Trading, L.P. | 2,619 | $466.5K | 0.01% | +2,619 | New |
| Whalerock Point Partners, LLC | 2,638 | $469.9K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,645 | $471.2K | 0.08% | −451−14.6% | Reduced |
| Hartline Investment Corp | 2,652 | $472.4K | 0.05% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,659 | $473.7K | 0.09% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,665 | $474.7K | 0.20% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,675 | $476.5K | 0.06% | +2,675 | New |
| GWN Securities Inc. | 2,679 | $479.3K | 0.11% | −277−9.4% | Reduced |
| TCG Advisory Services, LLC | 2,703 | $481.5K | 0.02% | +2,703 | New |
| Whipplewood Advisors, LLC | 2,706 | $482.0K | 0.32% | −94−3.4% | Reduced |
| Visionary Wealth Advisors | 2,710 | $482.8K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,730 | $486.3K | 0.04% | +1,114+68.9% | Added |
| Wakefield Asset Management LLLP | 2,740 | $488.1K | 0.13% | −17−0.6% | Reduced |
| Capital Analysts, LLC | 2,756 | $491.0K | 0.01% | +62+2.3% | Added |
| Warwick Investment Management, Inc. | 2,770 | $493.4K | 0.09% | +2,770 | New |
| Prosperity Consulting Group, LLC | 2,772 | $493.8K | 0.02% | +278+11.1% | Added |
| Simplicity Wealth,LLC | 2,784 | $495.9K | 0.03% | +2,784 | New |
| Mutual Advisors, LLC | 2,818 | $496.2K | 0.01% | +134+5.0% | Added |
| Stock Yards Bank & Trust Co | 2,813 | $501.1K | 0.02% | −261−8.5% | Reduced |
| Heartland Bank & Trust Co | 2,821 | $502.5K | 0.21% | −40−1.4% | Reduced |
| Alta Advisers Ltd | 2,833 | $504.7K | 0.15% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,858 | $509.1K | 0.05% | +2,858 | New |
| Souders Financial Advisors | 2,858 | $509.2K | 0.06% | +185+6.9% | Added |
| Lynx Capital Group Ltd | 2,878 | $512.7K | 0.24% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,902 | $517.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 2,910 | $518.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,918 | $519.8K | 0.03% | −2,792−48.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,918 | $519.8K | 0.00% | +458+18.6% | Added |
| Monument Capital Management | 2,919 | $520.0K | 0.13% | −347−10.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,923 | $520.6K | 0.04% | −146−4.8% | Reduced |
| Strategic Investment Advisors | 2,956 | $526.6K | 0.05% | −155−5.0% | Reduced |
| Brown Financial Advisors | 2,960 | $527.3K | 0.19% | +2,960 | New |
| Whittier Trust Co | 3,021 | $528.8K | 0.01% | −1,386−31.4% | Reduced |
| Valmark Advisers, Inc. | 2,979 | $530.7K | 0.01% | −28−0.9% | Reduced |
| Hilltop Holdings Inc. | 2,999 | $534.3K | 0.03% | +148+5.2% | Added |
| Dividend Assets Capital, LLC | 3,000 | $534.4K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $534.4K | 0.09% | +3,000 | New |
| Fiduciary Trust Co | 3,013 | $536.7K | 0.01% | +382+14.5% | Added |
| Massmutual Trust Co FSB | 3,018 | $537.6K | 0.01% | +176+6.2% | Added |
| Essex Financial Services, Inc. | 3,019 | $537.8K | 0.03% | +349+13.1% | Added |
| Childress Capital Advisors, LLC | 3,030 | $539.7K | 0.10% | +544+21.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,033 | $540.3K | 0.05% | +1,581+108.9% | Added |
| National Asset Management, Inc. | 3,064 | $545.8K | 0.03% | +256+9.1% | Added |
| Waddell & Associates, LLC | 3,071 | $547.1K | 0.05% | +3,071 | New |
| Mosaic Family Wealth Partners, LLC | 3,117 | $549.2K | 0.06% | +17+0.5% | Added |
| Evoke Wealth, LLC | 3,127 | $557.1K | 0.01% | +498+18.9% | Added |
| L2 Asset Management, LLC | 3,145 | $560.3K | 0.08% | +212+7.2% | Added |
| Journey Strategic Wealth LLC | 3,145 | $560.3K | 0.02% | +734+30.4% | Added |
| TD Private Client Wealth LLC | 3,174 | $565.4K | 0.01% | +250+8.5% | Added |
| AE Wealth Management LLC | 3,188 | $567.8K | 0.00% | +175+5.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,190 | $568.3K | 0.13% | +230+7.8% | Added |
| Harbor Investment Advisory, LLC | 3,193 | $568.8K | 0.05% | +210+7.0% | Added |
| Pettyjohn, Wood & White, Inc | 3,200 | $570.0K | 0.09% | −134−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,208 | $571.5K | 0.01% | +125+4.1% | Added |
| GTS Securities LLC | 3,219 | $573.4K | 0.02% | −4,752−59.6% | Reduced |
| Hendershot Investments Inc. | 3,246 | $578.3K | 0.07% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,250 | $579.0K | 0.27% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,364 | $579.7K | 0.01% | +85+2.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,265 | $581.6K | 0.03% | −60−1.8% | Reduced |
| CX Institutional | 3,268 | $582.0K | 0.02% | −28−0.8% | Reduced |
| Shelton Capital Management | 3,278 | $583.9K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 3,314 | $590.3K | 0.04% | +165+5.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $591.0K | 0.30% | 00.0% | Unchanged |
| SFMG, LLC | 3,328 | $592.9K | 0.04% | +39+1.2% | Added |
| Conning Inc. | 3,331 | $593.4K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,352 | $597.2K | 0.00% | −775−18.8% | Reduced |
| IFP Advisors, Inc | 3,372 | $600.7K | 0.02% | −189−5.3% | Reduced |
| CoreCap Advisors, LLC | 3,401 | $605.9K | 0.02% | +12+0.4% | Added |
| Lake Street Financial LLC | 3,440 | $612.8K | 0.08% | −19−0.5% | Reduced |
| Strategy Asset Managers LLC | 3,443 | $613.4K | 0.11% | −4−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,449 | $614.4K | 0.24% | +125+3.8% | Added |
| Capital Insight Partners, LLC | 3,470 | $618.1K | 0.10% | −30−0.9% | Reduced |
| Rehmann Capital Advisory Group | 3,472 | $618.5K | 0.03% | +829+31.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $618.9K | 0.19% | −488−12.3% | Reduced |
| Stonebridge Financial Group, LLC | 3,474 | $618.9K | 0.05% | +5+0.1% | Added |
| West Family Investments, Inc. | 3,491 | $621.9K | 0.14% | +48+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,522 | $627.4K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,525 | $628.0K | 0.01% | −492−12.2% | Reduced |
| Balboa Wealth Partners | 3,529 | $628.6K | 0.11% | −65−1.8% | Reduced |
| AA Financial Advisors, LLC | 3,549 | $632.2K | 0.12% | −33−0.9% | Reduced |
| Flputnam Investment Management Co | 3,551 | $632.6K | 0.01% | −290−7.6% | Reduced |
| Moran Wealth Management, LLC | 3,553 | $632.9K | 0.02% | +186+5.5% | Added |
| Peak Planning Group, LLC | 3,556 | $633.5K | 0.33% | +4+0.1% | Added |
| Ashton Thomas Securities, LLC | 3,556 | $633.5K | 0.09% | +199+5.9% | Added |
| Family Wealth Partners, LLC | 3,565 | $635.1K | 0.24% | +1,461+69.4% | Added |
| LCNB Corp | 3,566 | $635.2K | 0.22% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,609 | $642.9K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,625 | $645.8K | 0.00% | 00.0% | Unchanged |