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 |
|---|---|---|---|---|---|
| Brant Point Investment Management LLC | 10,000 | $1.78M | 0.40% | +10,000 | New |
| NFP Retirement, Inc. | 10,120 | $1.80M | 0.12% | −96−0.9% | Reduced |
| Glenmede Investment Management, LP | 10,129 | $1.80M | 0.01% | +105+1.0% | Added |
| Quest Partners LLC | 10,153 | $1.81M | 0.12% | +1,442+16.6% | Added |
| Tema ETFs LLC | 10,214 | $1.82M | 0.15% | +10,214 | New |
| Baird Financial Group, Inc. | 10,531 | $1.88M | 0.00% | −340−3.1% | Reduced |
| Paradigm Asset Management Co LLC | 10,538 | $1.88M | 0.43% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,663 | $1.90M | 0.03% | +924+9.5% | Added |
| Welch Group, LLC | 10,703 | $1.91M | 0.07% | 00.0% | Unchanged |
| Cullinan Associates Inc | 10,715 | $1.91M | 0.12% | +1,500+16.3% | Added |
| Principal Securities, Inc. | 10,843 | $1.93M | 0.03% | +579+5.6% | Added |
| American Financial Advisors, LLC | 10,863 | $1.94M | 0.25% | −2,340−17.7% | Reduced |
| Rakuten Investment Management, Inc. | 13,522 | $1.94M | 0.01% | +13,522 | New |
| GF Fund Management Co. Ltd. | 10,932 | $1.95M | 0.04% | −505−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 11,109 | $1.98M | 0.02% | −392−3.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,253 | $2.00M | 0.06% | +1,911+20.5% | Added |
| Mount Lucas Management LP | 11,382 | $2.03M | 0.91% | +368+3.3% | Added |
| Summit Trail Advisors, LLC | 11,423 | $2.03M | 0.03% | +4,972+77.1% | Added |
| Independent Advisor Alliance | 11,426 | $2.04M | 0.05% | −229−2.0% | Reduced |
| Ossiam | 11,499 | $2.05M | 0.03% | −3,978−25.7% | Reduced |
| Virtus Investment Advisers, Inc. | 11,574 | $2.06M | 0.59% | +2,145+22.7% | Added |
| Triglav Skladi, D.O.O. | 11,600 | $2.07M | 0.14% | +11,600 | New |
| Pinebridge Investments, L.P. | 11,607 | $2.07M | 0.02% | +3,643+45.7% | Added |
| J.W. Cole Advisors, Inc. | 11,649 | $2.08M | 0.04% | −225−1.9% | Reduced |
| Prospera Financial Services Inc | 11,866 | $2.11M | 0.04% | +1,567+15.2% | Added |
| Western Financial Corp | 11,874 | $2.12M | 0.92% | +200+1.7% | Added |
| Signaturefd, LLC | 12,038 | $2.14M | 0.03% | +670+5.9% | Added |
| Harvest Investment Services, LLC | 12,077 | $2.15M | 0.43% | +2,660+28.2% | Added |
| Pensionmark Financial Group, LLC | 12,296 | $2.19M | 0.04% | +10,101+460.2% | Added |
| Wesbanco Bank Inc | 12,335 | $2.20M | 0.06% | −718−5.5% | Reduced |
| HighPoint Advisor Group LLC | 12,372 | $2.20M | 0.11% | +468+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 12,546 | $2.23M | 0.01% | −1,348−9.7% | Reduced |
| American Assets Capital Advisers, LLC | 12,723 | $2.27M | 2.39% | +3,377+36.1% | Added |
| RDA Financial Network | 12,729 | $2.27M | 0.56% | −311−2.4% | Reduced |
| MUFG Securities EMEA plc | 12,802 | $2.28M | 0.06% | +10,966+597.3% | Added |
| Waterloo Capital, L.P. | 12,895 | $2.30M | 0.17% | +3,474+36.9% | Added |
| SRS Capital Advisors, Inc. | 12,996 | $2.32M | 0.03% | +11,250+644.3% | Added |
| Garrison Bradford & Associates Inc | 13,251 | $2.36M | 2.52% | +1,755+15.3% | Added |
| NTV Asset Management LLC | 13,327 | $2.37M | 0.26% | −197−1.5% | Reduced |
| Centaurus Financial, Inc. | 13,621 | $2.43M | 0.11% | +729+5.7% | Added |
| Benjamin Edwards Inc | 13,624 | $2.43M | 0.03% | +566+4.3% | Added |
| Advance Capital Management, Inc. | 13,726 | $2.45M | 0.11% | +48+0.4% | Added |
| Diversified Trust Co | 13,821 | $2.46M | 0.05% | −4,108−22.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $2.47M | 0.01% | −1,239−8.2% | Reduced |
| GAMMA Investing LLC | 13,872 | $2.47M | 0.14% | +1,532+12.4% | Added |
| Old Second National Bank of Aurora | 14,058 | $2.50M | 0.52% | −312−2.2% | Reduced |
| Change Path, LLC | 14,128 | $2.52M | 0.06% | +2,703+23.7% | Added |
| Coldstream Capital Management Inc | 14,540 | $2.59M | 0.03% | +2,835+24.2% | Added |
| RSM US Wealth Management LLC | 14,575 | $2.60M | 0.03% | −14−0.1% | Reduced |
| Twin Capital Management Inc | 14,613 | $2.60M | 0.33% | −4,572−23.8% | Reduced |
| Centiva Capital, LP | 14,636 | $2.61M | 0.24% | +9,166+167.6% | Added |
| Edgestream Partners, L.P. | 14,636 | $2.61M | 0.08% | +13,044+819.3% | Added |
| Sumitomo Life Insurance Co | 14,663 | $2.61M | 0.08% | −474−3.1% | Reduced |
| Algert Global LLC | 14,731 | $2.62M | 0.04% | +14,731 | New |
| O'Rourke & Company, Inc | 14,786 | $2.63M | 1.10% | −151−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 14,958 | $2.66M | 0.12% | +1,142+8.3% | Added |
| BDF-Gestion | 15,015 | $2.67M | 0.32% | +15,015 | New |
| Simon Quick Advisors, LLC | 15,169 | $2.70M | 0.12% | +79+0.5% | Added |
| GWM Advisors LLC | 15,413 | $2.75M | 0.01% | +2,978+23.9% | Added |
| Sound View Wealth Advisors Group, LLC | 15,526 | $2.77M | 0.19% | +1,308+9.2% | Added |
| YHB Investment Advisors, Inc. | 15,557 | $2.77M | 0.20% | +1,399+9.9% | Added |
| Harvest Fund Management Co., Ltd | 17,622 | $2.80M | 0.12% | −1,951−10.0% | Reduced |
| Quadrant Capital Group LLC | 15,878 | $2.83M | 0.09% | +93+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 15,885 | $2.83M | 0.22% | −185−1.2% | Reduced |
| CAPROCK Group, Inc. | 16,948 | $2.85M | 0.07% | +16,948 | New |
| HB Wealth Management, LLC | 16,025 | $2.85M | 0.02% | +3,478+27.7% | Added |
| Canada Post Corp Registered Pension Plan | 16,349 | $2.88M | 0.13% | +3,229+24.6% | Added |
| PEAK6 LLC | 16,175 | $2.88M | 0.07% | +14,028+653.4% | Added |
| Liberty Capital Management, Inc. | 16,257 | $2.90M | 0.55% | −177−1.1% | Reduced |
| Walleye Capital LLC | 16,273 | $2.90M | 0.02% | −872−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 16,293 | $2.90M | 0.08% | −35,732−68.7% | Reduced |
| Walleye Trading LLC | 16,421 | $2.93M | 0.05% | +16,421 | New |
| Nilsine Partners, LLC | 16,444 | $2.93M | 0.26% | +1,603+10.8% | Added |
| D.A. Davidson & Co. | 16,451 | $2.93M | 0.02% | +23+0.1% | Added |
| Impax Asset Management Group plc | 16,548 | $2.95M | 0.02% | −1,868−10.1% | Reduced |
| Verde Capital Management | 16,584 | $2.95M | 0.65% | +89+0.5% | Added |
| Capital Investment Advisors, LLC | 16,825 | $3.00M | 0.05% | −353−2.1% | Reduced |
| Shell Asset Management Co | 16,993 | $3.03M | 0.30% | −22,939−57.4% | Reduced |
| Drake & Associates, LLC | 16,299 | $3.04M | 0.64% | −2,946−15.3% | Reduced |
| Everence Capital Management Inc | 17,153 | $3.06M | 0.18% | +2,733+19.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $3.08M | 0.30% | −617−3.4% | Reduced |
| Stance Capital LLC | 17,304 | $3.08M | 1.13% | +1,312+8.2% | Added |
| Steel Peak Wealth Management LLC | 17,330 | $3.09M | 0.10% | +17,330 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.14M | 0.21% | +847+5.1% | Added |
| Squarepoint Ops LLC | 17,840 | $3.18M | 0.01% | −81,732−82.1% | Reduced |
| Kornitzer Capital Management Inc | 17,900 | $3.19M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 17,956 | $3.20M | 0.09% | +603+3.5% | Added |
| MUFG Securities Americas Inc. | 18,036 | $3.21M | 0.21% | +4,268+31.0% | Added |
| Sequoia Financial Advisors, LLC | 18,044 | $3.21M | 0.02% | +3,470+23.8% | Added |
| Chesley Taft & Associates LLC | 18,048 | $3.22M | 0.14% | +1,768+10.9% | Added |
| Fifth Third Wealth Advisors LLC | 18,117 | $3.23M | 0.12% | +1,231+7.3% | Added |
| Wahed Invest LLC | 18,306 | $3.26M | 0.45% | +495+2.8% | Added |
| Park Avenue Securities LLC | 18,365 | $3.27M | 0.03% | +1,294+7.6% | Added |
| M&T Bank Corp | 18,507 | $3.30M | 0.01% | −61,720−76.9% | Reduced |
| Siemens Fonds Invest GmbH | 18,547 | $3.30M | 0.18% | −397−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 18,857 | $3.36M | 0.03% | +9,148+94.2% | Added |
| Concurrent Investment Advisors, LLC | 19,500 | $3.47M | 0.06% | −225−1.1% | Reduced |
| iA Global Asset Management Inc. | 19,575 | $3.49M | 0.05% | +19,575 | New |
| Great Diamond Partners, LLC | 19,729 | $3.51M | 0.68% | +2,710+15.9% | Added |
| V-Square Quantitative Management LLC | 19,760 | $3.52M | 0.59% | +784+4.1% | Added |