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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 3,685 | $656.4K | 0.28% | −26−0.7% | Reduced |
| HF Advisory Group, LLC | 3,689 | $657.2K | 0.24% | −26−0.7% | Reduced |
| Marshall Financial Group LLC | 3,736 | $665.6K | 0.13% | −454−10.8% | Reduced |
| River Street Advisors LLC | 3,740 | $666.2K | 0.26% | +46+1.2% | Added |
| Colony Capital, Inc. | 3,800 | $676.9K | 0.06% | +3,800 | New |
| Great Valley Advisor Group, Inc. | 3,803 | $677.2K | 0.01% | +15+0.4% | Added |
| Glenview Trust Co | 3,812 | $679.1K | 0.01% | −77−2.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,861 | $687.8K | 0.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,865 | $688.5K | 0.04% | +520+15.5% | Added |
| Comprehensive Money Management Services LLC | 3,876 | $690.5K | 0.49% | −295−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,975 | $695.8K | 0.01% | −31−0.8% | Reduced |
| Southland Equity Partners LLC | 3,918 | $698.0K | 0.14% | +7+0.2% | Added |
| FORA Capital, LLC | 3,933 | $700.6K | 0.12% | +3,933 | New |
| Mount Yale Investment Advisors, LLC | 3,961 | $705.6K | 0.05% | +2,996+310.5% | Added |
| Florida Financial Advisors, LLC | 3,984 | $710.3K | 0.22% | +1,263+46.4% | Added |
| Legacy Financial Advisors, Inc. | 3,988 | $710.4K | 0.10% | +3,988 | New |
| Harbour Investments, Inc. | 4,068 | $724.7K | 0.02% | +91+2.3% | Added |
| Baldwin Investment Management, LLC | 4,076 | $726.1K | 0.08% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 4,081 | $727.0K | 0.01% | +4,081 | New |
| Marex Group plc | 4,100 | $730.4K | 0.01% | −4,100−50.0% | Reduced |
| Sage Mountain Advisors LLC | 4,115 | $733.0K | 0.04% | −378−8.4% | Reduced |
| Spire Wealth Management | 4,186 | $745.7K | 0.03% | +4,026+2,516.3% | Added |
| Howard Capital Management Inc. | 4,247 | $756.5K | 0.01% | +133+3.2% | Added |
| Panoramic Investment Advisors, LLC | 4,252 | $757.5K | 0.43% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 4,275 | $761.5K | 0.50% | +4,275 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,319 | $769.4K | 0.09% | +1,147+36.2% | Added |
| PDS Planning, Inc | 4,326 | $770.6K | 0.05% | +59+1.4% | Added |
| Plato Investment Management Ltd | 4,392 | $776.4K | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 4,381 | $780.0K | 0.05% | −18,399−80.8% | Reduced |
| IHT Wealth Management, LLC | 4,382 | $780.8K | 0.02% | −54−1.2% | Reduced |
| Manske Wealth Management | 4,386 | $781.4K | 0.24% | −165−3.6% | Reduced |
| Ingalls & Snyder LLC | 4,395 | $783.0K | 0.03% | −1,395−24.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,394 | $783.0K | 0.23% | −831−15.9% | Reduced |
| Joel Isaacson & Co., LLC | 4,397 | $783.3K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,406 | $784.9K | 0.02% | +583+15.2% | Added |
| Associated Banc-Corp | 4,422 | $787.7K | 0.02% | −281−6.0% | Reduced |
| Tower Bridge Advisors | 4,425 | $788.3K | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,443 | $791.5K | 0.09% | −423−8.7% | Reduced |
| Dogwood Wealth Management LLC | 4,455 | $793.6K | 0.36% | −909−16.9% | Reduced |
| Sageworth Trust Co | 4,467 | $795.8K | 0.04% | +4,467 | New |
| St Germain D J Co Inc | 4,475 | $797.2K | 0.03% | +9+0.2% | Added |
| First American Trust, FSB | 4,515 | $804.5K | 0.06% | +19+0.4% | Added |
| LRI Investments, LLC | 4,524 | $805.9K | 0.07% | −140−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,535 | $807.9K | 0.02% | +130+3.0% | Added |
| Premier Path Wealth Partners, LLC | 4,562 | $812.7K | 0.10% | +27+0.6% | Added |
| Caerus Investment Advisors, LLC | 4,611 | $821.4K | 0.34% | +4,611 | New |
| Global Retirement Partners, LLC | 4,614 | $821.9K | 0.02% | +135+3.0% | Added |
| Fidelis Capital Partners, LLC | 4,697 | $836.7K | 0.07% | +61+1.3% | Added |
| Fluent Financial, LLC | 4,719 | $840.6K | 0.33% | +209+4.6% | Added |
| Lederer & Associates Investment Counsel | 4,749 | $846.0K | 0.55% | +53+1.1% | Added |
| J. Safra Sarasin Holding AG | 4,773 | $850.3K | 0.01% | +2,892+153.7% | Added |
| Bard Associates Inc | 4,785 | $852.4K | 0.23% | −9,409−66.3% | Reduced |
| Quantitative Investment Management, LLC | 4,800 | $855.0K | 0.12% | +4,800 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,825 | $859.5K | 0.02% | +2,072+75.3% | Added |
| Cresset Asset Management, LLC | 4,875 | $868.4K | 0.00% | +53+1.1% | Added |
| ProVise Management Group, LLC | 4,881 | $869.5K | 0.06% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,918 | $876.1K | 0.19% | +2,814+133.7% | Added |
| Investment Advisory Group, LLC | 4,920 | $876.4K | 0.24% | +30+0.6% | Added |
| LongView Wealth Management | 4,952 | $882.2K | 0.24% | +73+1.5% | Added |
| Tuttle Tactical Management | 4,969 | $885.2K | 3.35% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 4,988 | $888.6K | 0.09% | −6−0.1% | Reduced |
| Madden Advisory Services, Inc. | 4,990 | $888.9K | 0.34% | −271−5.2% | Reduced |
| Integrated Advisors Network LLC | 4,998 | $890.3K | 0.04% | +89+1.8% | Added |
| EverSource Wealth Advisors, LLC | 5,042 | $898.1K | 0.04% | +382+8.2% | Added |
| SJS Investment Consulting Inc. | 5,053 | $900.1K | 0.12% | +4,044+400.8% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $901.4K | 0.52% | +5,060 | New |
| Skopos Labs, Inc. | 5,974 | $908.8K | 0.12% | +91+1.5% | Added |
| Sara-Bay Financial | 5,156 | $918.5K | 0.26% | +10+0.2% | Added |
| Advisors Preferred, LLC | 5,135 | $921.1K | 0.14% | −11,451−69.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,267 | $938.3K | 0.38% | −5−0.1% | Reduced |
| Fulcrum Capital LLC | 5,272 | $939.2K | 0.19% | −110−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,274 | $939.5K | 0.05% | +105+2.0% | Added |
| Stratos Wealth Partners, LTD. | 5,374 | $957.5K | 0.01% | −11,006−67.2% | Reduced |
| Finward Bancorp | 5,381 | $958.6K | 0.73% | −337−5.9% | Reduced |
| M&G Plc | 5,394 | $960.1K | 0.01% | +213+4.1% | Added |
| Geneos Wealth Management Inc. | 5,419 | $965.4K | 0.02% | −1,655−23.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,443 | $969.6K | 0.24% | +670+14.0% | Added |
| Syon Capital LLC | 5,452 | $971.1K | 0.05% | +621+12.9% | Added |
| Alteri Wealth LLC | 5,454 | $971.5K | 0.33% | −318−5.5% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $979.1K | 0.36% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,758 | $990.9K | 0.02% | −335−5.5% | Reduced |
| Apollon Wealth Management, LLC | 5,577 | $993.5K | 0.02% | −198−3.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,600 | $997.6K | 1.35% | −900−13.8% | Reduced |
| Monetary Management Group Inc | 5,600 | $997.6K | 0.23% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,616 | $1.00M | 0.19% | +11+0.2% | Added |
| Stableford Capital II LLC | 5,649 | $1.01M | 0.36% | +9+0.2% | Added |
| AlphaCore Capital LLC | 5,674 | $1.01M | 0.03% | +773+15.8% | Added |
| Burke & Herbert Bank & Trust Co | 5,680 | $1.01M | 0.22% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 5,692 | $1.01M | 0.07% | +31+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.02M | 0.04% | −700−10.9% | Reduced |
| Busey Wealth Management | 5,751 | $1.02M | 0.03% | −371−6.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,790 | $1.03M | 0.01% | +396+7.3% | Added |
| Ibex Wealth Advisors | 5,853 | $1.04M | 0.10% | −52−0.9% | Reduced |
| Summit Financial, LLC | 5,914 | $1.05M | 0.02% | +103+1.8% | Added |
| BSW Wealth Partners | 5,928 | $1.06M | 0.13% | +1,151+24.1% | Added |
| Continuum Advisory, LLC | 5,932 | $1.06M | 0.11% | +644+12.2% | Added |
| Qtron Investments LLC | 5,936 | $1.06M | 0.13% | +560+10.4% | Added |
| Hantz Financial Services, Inc. | 5,940 | $1.06M | 0.02% | −2,348−28.3% | Reduced |
| Texas Yale Capital Corp. | 6,002 | $1.07M | 0.03% | +213+3.7% | Added |
| Phoenix Holdings Ltd. | 6,006 | $1.07M | 0.01% | −2,541−29.7% | Reduced |