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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 6,010 | $1.07M | 0.04% | +6,010 | New |
| Dudley Capital Management, LLC | 6,025 | $1.07M | 0.48% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 6,049 | $1.08M | 0.07% | −4,297−41.5% | Reduced |
| Johnson Investment Counsel Inc | 6,054 | $1.08M | 0.01% | −51−0.8% | Reduced |
| Clearstead Advisors, LLC | 6,067 | $1.08M | 0.02% | +1,754+40.7% | Added |
| Ameritas Investment Partners, Inc. | 6,096 | $1.09M | 0.03% | +250+4.3% | Added |
| Pacific Sun Financial Corp | 6,138 | $1.09M | 0.53% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,147 | $1.10M | 0.16% | −569−8.5% | Reduced |
| Perigon Wealth Management, LLC | 6,151 | $1.10M | 0.02% | +1,226+24.9% | Added |
| Equitable Holdings, Inc. | 6,200 | $1.10M | 0.01% | +2,372+62.0% | Added |
| Modern Wealth Management, LLC | 6,229 | $1.11M | 0.02% | −526−7.8% | Reduced |
| Values First Advisors, Inc. | 6,229 | $1.11M | 0.59% | +62+1.0% | Added |
| Richwood Investment Advisors, LLC | 6,232 | $1.11M | 0.87% | −38−0.6% | Reduced |
| Saturna Capital CORP | 6,280 | $1.12M | 0.01% | +1,085+20.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,297 | $1.12M | 0.04% | −2,516−28.5% | Reduced |
| RiverFront Investment Group, LLC | 6,346 | $1.13M | 0.02% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 6,387 | $1.14M | 0.27% | +6,387 | New |
| Sagespring Wealth Partners, LLC | 6,401 | $1.14M | 0.02% | +199+3.2% | Added |
| Dodds Wealth, LLC | 6,422 | $1.14M | 0.28% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,427 | $1.15M | 0.04% | −146−2.2% | Reduced |
| Parallel Advisors, LLC | 6,496 | $1.16M | 0.02% | +475+7.9% | Added |
| Cigna Investments Inc | 6,518 | $1.16M | 0.16% | +97+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 6,565 | $1.17M | 0.07% | +3,472+112.3% | Added |
| Davenport & Co LLC | 6,615 | $1.18M | 0.01% | +658+11.0% | Added |
| Wolverine Trading, LLC | 6,871 | $1.21M | 0.02% | +4,723+219.9% | Added |
| Morangie Management LLC | 6,833 | $1.22M | 1.05% | +1,816+36.2% | Added |
| Commerzbank Aktiengesellschaft | 6,840 | $1.22M | 0.03% | +1,051+18.2% | Added |
| 180 Wealth Advisors, LLC | 6,843 | $1.22M | 0.15% | −76−1.1% | Reduced |
| Penserra Capital Management LLC | 6,865 | $1.22M | 0.01% | +41+0.6% | Added |
| Smartleaf Asset Management LLC | 6,939 | $1.22M | 0.08% | +1,868+36.8% | Added |
| Great Lakes Advisors, LLC | 6,868 | $1.22M | 0.01% | +3,361+95.8% | Added |
| Wealth Architects, LLC | 6,906 | $1.23M | 0.12% | −10.0% | Reduced |
| Brighton Jones LLC | 6,923 | $1.23M | 0.03% | +1,558+29.0% | Added |
| Ofi Invest Asset Management | 8,188 | $1.24M | 0.03% | −958−10.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.25M | 0.92% | −21−0.3% | Reduced |
| Atomi Financial Group, Inc. | 7,010 | $1.25M | 0.04% | +615+9.6% | Added |
| Farmers & Merchants Investments Inc | 7,049 | $1.26M | 0.04% | +14+0.2% | Added |
| Checchi Capital Advisers, LLC | 7,128 | $1.27M | 0.09% | −3,614−33.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,139 | $1.27M | 0.26% | −150−2.1% | Reduced |
| Huntington National Bank | 7,144 | $1.27M | 0.01% | +513+7.7% | Added |
| Purkiss Capital Advisors LLC | 7,187 | $1.28M | 0.61% | +227+3.3% | Added |
| Stiles Financial Services Inc | 7,229 | $1.29M | 0.41% | −306−4.1% | Reduced |
| Midwest Trust Co | 7,322 | $1.30M | 0.02% | −2,129−22.5% | Reduced |
| Highview Capital Management LLC | 7,430 | $1.32M | 0.49% | −249−3.2% | Reduced |
| Synovus Financial Corp | 7,439 | $1.33M | 0.02% | +395+5.6% | Added |
| Buckingham Strategic Partners | 7,125 | $1.33M | 0.02% | −558−7.3% | Reduced |
| Westwood Holdings Group Inc. | 7,504 | $1.34M | 0.01% | −23,744−76.0% | Reduced |
| Fig Financial Advisory Services Inc | 7,564 | $1.35M | 0.84% | −83−1.1% | Reduced |
| Savant Capital, LLC | 7,664 | $1.37M | 0.01% | +797+11.6% | Added |
| Carnegie Capital Asset Management, LLC | 7,716 | $1.37M | 0.03% | −92−1.2% | Reduced |
| Sax Wealth Advisors, LLC | 7,764 | $1.38M | 0.07% | +16+0.2% | Added |
| James Investment Research Inc | 7,815 | $1.39M | 0.15% | +7,815 | New |
| Custom Index Systems, LLC | 7,820 | $1.39M | 0.41% | +2,586+49.4% | Added |
| Kingsview Wealth Management, LLC | 7,932 | $1.41M | 0.02% | +629+8.6% | Added |
| Ancora Advisors, LLC | 7,940 | $1.41M | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,950 | $1.42M | 0.07% | −357−4.3% | Reduced |
| Wolverine Asset Management LLC | 8,067 | $1.44M | 0.02% | +1,300+19.2% | Added |
| NorthRock Partners, LLC | 8,085 | $1.44M | 0.03% | +1,166+16.9% | Added |
| Allianz SE | 8,110 | $1.44M | 0.03% | −140−1.7% | Reduced |
| Savvy Advisors, Inc. | 8,111 | $1.44M | 0.07% | +4,265+110.9% | Added |
| Emergent Wealth Advisors, LLC | 8,185 | $1.46M | 0.85% | +759+10.2% | Added |
| Profund Advisors LLC | 8,217 | $1.46M | 0.05% | −81−1.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,244 | $1.47M | 0.46% | +37+0.5% | Added |
| Sigma Planning Corp | 8,289 | $1.48M | 0.04% | −1,402−14.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,350 | $1.49M | 0.43% | −906−9.8% | Reduced |
| Ritholtz Wealth Management | 8,385 | $1.49M | 0.03% | +1,451+20.9% | Added |
| Two Sigma Advisers, LP | 8,400 | $1.50M | 0.00% | +8,400 | New |
| Schnieders Capital Management, LLC. | 8,404 | $1.50M | 0.27% | +8,404 | New |
| Farther Finance Advisors, LLC | 8,468 | $1.51M | 0.02% | +1,331+18.6% | Added |
| Bessemer Group Inc | 8,520 | $1.52M | 0.00% | +332+4.1% | Added |
| Beacon Pointe Advisors, LLC | 8,537 | $1.52M | 0.01% | −1,448−14.5% | Reduced |
| Everhart Financial Group, Inc. | 8,569 | $1.53M | 0.15% | +1,230+16.8% | Added |
| Prestige Wealth Management Group LLC | 8,726 | $1.55M | 0.30% | +350+4.2% | Added |
| Bokf, NA | 8,764 | $1.56M | 0.02% | +356+4.2% | Added |
| Capital Square, LLC | 8,788 | $1.57M | 0.80% | +686+8.5% | Added |
| Hartford Funds Management Co LLC | 8,806 | $1.57M | 0.13% | −880−9.1% | Reduced |
| Wetherby Asset Management Inc | 8,813 | $1.57M | 0.06% | +674+8.3% | Added |
| Bailard, Inc. | 8,820 | $1.57M | 0.03% | +2,304+35.4% | Added |
| Callan Family Office, LLC | 8,822 | $1.57M | 0.05% | −2,308−20.7% | Reduced |
| Wedmont Private Capital | 9,222 | $1.60M | 0.06% | +516+5.9% | Added |
| Jeppson Wealth Management, LLC | 8,963 | $1.60M | 0.51% | −400−4.3% | Reduced |
| Trueblood Wealth Management, LLC | 8,983 | $1.60M | 0.62% | +6+0.1% | Added |
| Grimes & Company, Inc. | 9,182 | $1.64M | 0.04% | +6,451+236.2% | Added |
| Denali Advisors LLC | 9,215 | $1.64M | 0.19% | −5,181−36.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,335 | $1.66M | 0.50% | −194−2.0% | Reduced |
| Arbor Capital Management Inc | 9,461 | $1.67M | 1.34% | −613−6.1% | Reduced |
| Snowden Capital Advisors LLC | 9,459 | $1.68M | 0.05% | −318−3.3% | Reduced |
| Independent Financial Group, LLC | 9,496 | $1.69M | 0.04% | −700−6.9% | Reduced |
| We Are One Seven, LLC | 9,574 | $1.71M | 0.04% | +1,842+23.8% | Added |
| Integrated Wealth Concepts LLC | 9,579 | $1.71M | 0.02% | +1,715+21.8% | Added |
| Agate Pass Investment Management, LLC | 9,585 | $1.71M | 0.65% | −100−1.0% | Reduced |
| Greenleaf Trust | 9,644 | $1.72M | 0.02% | −77−0.8% | Reduced |
| Stephens Inc | 9,666 | $1.72M | 0.02% | +162+1.7% | Added |
| Frank, Rimerman Advisors LLC | 9,774 | $1.74M | 0.11% | +55+0.6% | Added |
| Illinois Municipal Retirement Fund | 9,825 | $1.75M | 0.02% | −5,102−34.2% | Reduced |
| Dorsey Wright & Associates | 9,974 | $1.78M | 0.40% | −32−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 9,979 | $1.78M | 0.13% | −31−0.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $1.78M | 0.86% | +10,000 | New |
| American Assets Investment Management, LLC | 10,000 | $1.78M | 0.13% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 10,000 | $1.78M | 0.20% | 00.0% | Unchanged |