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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
Parkside Financial Bank & Trust1,928$343.5K0.03%+63+3.4%Added
Flagship Harbor Advisors, LLC1,928$343.4K0.01%+533+38.2%Added
GAM Holding AG1,927$343.3K0.02%+1,927New
Discipline Wealth Solutions, LLC1,920$342.0K0.09%+1,920New
Western Wealth Management, LLC1,920$342.0K0.02%+81+4.4%Added
Fortis Group Advisors, LLC1,873$338.9K0.06%+241+14.8%Added
Foster Group, Inc.1,900$338.5K0.01%+6+0.3%Added
Regions Financial Corp1,897$337.9K0.00%−1,003−34.6%Reduced
Northcape Wealth Management, LLC1,896$337.8K0.10%−50−2.6%Reduced
Capital Advisors Wealth Management, LLC1,892$337.0K0.05%+57+3.1%Added
First Affirmative Financial Network1,883$335.5K0.16%−32−1.7%Reduced
A4 Wealth Advisors LLC1,883$335.4K0.28%+1,883New
American National Bank1,882$335.3K0.03%+1,827+3,321.8%Added
One Degree Advisors Inc1,883$335.0K0.10%−13−0.7%Reduced
Maia Wealth LLC1,750$334.4K0.06%+1,750New
Smith, Moore & Co.1,872$333.5K0.03%+414+28.4%Added
Prudent Man Advisors, LLC1,870$333.1K0.12%−2,960−61.3%Reduced
Clarius Group, LLC1,846$328.8K0.02%−382−17.1%Reduced
Bullock Wealth Management Group1,832$328.5K0.16%+6+0.3%Added
TD Waterhouse Canada Inc.1,830$328.3K0.00%−1,278−41.1%Reduced
Angeles Wealth Management, LLC1,842$328.1K0.02%+133+7.8%Added
Modera Wealth Management, LLC1,807$321.8K0.00%+60+3.4%Added
Daymark Wealth Partners, LLC1,803$321.2K0.01%−11−0.6%Reduced
Accurate Wealth Management, LLC1,896$321.0K0.04%+146+8.3%Added
CMC Financial Group1,800$320.7K0.59%+1,800New
Hardy Reed LLC1,790$318.8K0.02%+217+13.8%Added
Cromwell Holdings LLC1,781$317.3K0.17%00.0%Unchanged
Values Added Financial LLC1,776$316.4K0.14%+124+7.5%Added
Old Mission Capital LLC1,776$316.4K0.01%+1,776New
Crestwood Advisors Group LLC1,776$316.3K0.01%+456+34.5%Added
Fourth Dimension Wealth, LLC1,765$314.4K0.12%+7+0.4%Added
Chicago Partners Investment Group LLC1,747$313.9K0.01%+226+14.9%Added
Brucke Financial, Inc.1,733$313.7K0.18%+1,733New
Carr Financial Group Corp1,748$311.4K0.09%+6+0.3%Added
Cercano Management LLC1,736$309.3K0.01%00.0%Unchanged
Optas, LLC1,736$309.3K0.05%+97+5.9%Added
Crawford Investment Counsel Inc1,731$308.4K0.01%00.0%Unchanged
Cahill Financial Advisors Inc1,718$306.0K0.03%+1+0.1%Added
Regent Peak Wealth Advisors LLC1,717$305.9K0.06%+1,717New
Focus Financial Network, Inc.1,716$305.8K0.01%+1+0.1%Added
Motco1,714$305.3K0.03%+75+4.6%Added
Fieldview Capital Management, LLC1,709$304.4K0.05%+1,709New
Sentry Investment Management LLC1,790$303.0K0.20%+231+14.8%Added
Middleton & Co Inc1,700$302.8K0.03%00.0%Unchanged
Lafayette Investments, Inc.1,699$302.7K0.06%00.0%Unchanged
Roehl & Yi Investment Advisors, LLC1,693$301.6K0.13%+23+1.4%Added
Eisler Capital Management Ltd.1,689$300.8K0.01%−27,013−94.1%Reduced
FSM Wealth Advisors, LLC1,662$296.1K0.04%+203+13.9%Added
Lokken Investment Group LLC1,661$295.9K0.10%00.0%Unchanged
Moss Adams Wealth Advisors LLC1,659$295.6K0.02%+74+4.7%Added
Mechanics Bank Trust Department1,649$293.8K0.04%00.0%Unchanged
NorthCrest Asset Manangement, LLC1,694$293.1K0.01%+1,694New
Kanawha Capital Management LLC1,645$293.0K0.02%+1,645New
Analyst IMS Investment Management Services Ltd.1,636$291.0K0.01%−277−14.5%Reduced
Wealthcare Advisory Partners LLC1,629$290.2K0.01%+100+6.5%Added
QVR LLC1,628$290.0K0.35%+1,628New
KCM Investment Advisors LLC1,626$289.7K0.01%+171+11.8%Added
Bridgewater Advisors Inc.1,644$289.1K0.02%+183+12.5%Added
Ameriflex Group, Inc.1,623$289.1K0.11%+1,117+220.8%Added
Rothschild Investment LLC1,617$288.1K0.02%+157+10.8%Added
First Horizon Corp1,617$288.1K0.01%+1,617New
Leavell Investment Management, Inc.1,600$285.0K0.01%00.0%Unchanged
Hunter Associates Investment Management LLC1,600$285.0K0.04%00.0%Unchanged
Avestar Capital, LLC1,596$284.3K0.02%−1,098−40.8%Reduced
Fortitude Advisory Group L.L.C.1,594$284.0K0.15%−175−9.9%Reduced
Gateway Investment Advisers LLC1,591$283.4K0.00%+125+8.5%Added
Liberty Wealth Management LLC1,589$283.0K0.04%00.0%Unchanged
Fisher Asset Management, LLC1,587$282.7K0.00%+1,587New
Onefund, LLC1,582$281.8K0.18%+53+3.5%Added
Campbell & CO Investment Adviser LLC1,570$279.7K0.02%−966−38.1%Reduced
Bogart Wealth, LLC1,567$279.1K0.01%+14+0.9%Added
Avidian Wealth Solutions, LLC1,567$279.1K0.01%+188+13.6%Added
Soltis Investment Advisors LLC1,558$277.6K0.02%+172+12.4%Added
Strategic Wealth Partners, Ltd.1,557$277.4K0.02%−1,010−39.3%Reduced
Stonebrook Private Inc.1,555$277.1K0.06%+31+2.0%Added
McElhenny Sheffield Capital Management, LLC1,552$276.5K0.07%+171+12.4%Added
Westside Investment Management, Inc.1,538$275.6K0.04%+169+12.3%Added
Moody National Bank Trust Division1,545$275.2K0.02%00.0%Unchanged
Cornerstone Wealth Group, LLC1,537$273.8K0.02%+77+5.3%Added
Community Trust & Investment Co1,520$270.8K0.01%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC1,519$270.6K0.03%00.0%Unchanged
Advisors Capital Management, LLC1,518$270.6K0.00%+97+6.8%Added
Onyx Bridge Wealth Group LLC1,515$269.9K0.03%+56+3.8%Added
PUREfi Wealth, LLC1,514$269.7K0.21%−303−16.7%Reduced
Capital Investment Advisory Services, LLC1,506$268.3K0.02%−101−6.3%Reduced
Corton Capital Inc.1,504$267.9K0.66%+1,504New
Hanson & Doremus Investment Management1,500$267.0K0.03%00.0%Unchanged
Camden Capital, LLC1,498$266.8K0.02%+1,498New
Challenger Wealth Management1,496$266.6K0.21%+6+0.4%Added
Schneider Downs Wealth Management Advisors, LP1,487$264.9K0.03%00.0%Unchanged
Courier Capital LLC1,487$264.9K0.02%00.0%Unchanged
FineMark National Bank & Trust1,486$264.7K0.01%+26+1.8%Added
Founders Financial Securities LLC1,477$263.1K0.02%−99−6.3%Reduced
Concorde Asset Management, LLC1,484$261.7K0.11%+1,484New
Ninepoint Partners LP1,466$261.2K0.04%+1,466New
First Citizens Bank & Trust Co1,465$261.0K0.01%+1,465New
FourThought Financial Partners, LLC1,453$258.8K0.02%+7+0.5%Added
Fairscale Capital, LLC1,448$257.9K0.18%00.0%Unchanged
Full Sail Capital, LLC1,448$257.9K0.01%+1,448New
Investment Partners, Ltd.1,441$256.7K0.09%−172−10.7%Reduced