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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
Capstone Wealth Management Group, LLC1,439$256.4K0.11%+96+7.1%Added
LeConte Wealth Management, LLC1,437$256.0K0.17%+1,437New
Phillips Wealth Planners LLC1,466$255.3K0.21%−58−3.8%Reduced
May Hill Capital, LLC1,431$254.9K0.07%+51+3.7%Added
Revolve Wealth Partners, LLC1,426$254.0K0.03%+87+6.5%Added
AdvisorNet Financial, Inc1,423$253.5K0.01%+672+89.5%Added
Vectors Research Management, LLC1,422$253.3K0.08%00.0%Unchanged
Norden Group LLC1,418$252.7K0.03%+1,418New
Global X Japan Co., Ltd.1,410$251.2K0.02%−238−14.4%Reduced
Natural Investments, LLC1,410$251.0K0.06%+67+5.0%Added
Facet Wealth, Inc.1,403$249.9K0.01%+124+9.7%Added
Mattern Wealth Management LLC1,400$249.4K0.05%00.0%Unchanged
Oxford Financial Group Ltd1,395$248.5K0.01%+60+4.5%Added
Werba Rubin Papier Wealth Management1,392$248.0K0.04%+35+2.6%Added
Colonial Trust Advisors1,392$248.0K0.02%−300−17.7%Reduced
Stonebridge Capital Advisors LLC1,388$247.3K0.02%00.0%Unchanged
MV Capital Management, Inc.1,384$246.5K0.02%00.0%Unchanged
Investment Advisory Services Inc1,380$245.8K0.08%−200−12.7%Reduced
RFG Advisory, LLC1,365$243.2K0.01%+1,365New
Verdence Capital Advisors LLC1,329$242.7K0.01%−838−38.7%Reduced
Focused Wealth Management, Inc1,360$242.2K0.03%+2+0.1%Added
Aspire Private Capital, LLC1,354$241.2K0.05%+2+0.1%Added
Harmony Asset Management LLC1,351$240.7K0.08%00.0%Unchanged
Aberdeen Wealth Management LLC1,350$240.5K0.15%00.0%Unchanged
Sovran Advisors, LLC1,326$239.8K0.02%−71−5.1%Reduced
XML Financial, LLC1,334$237.6K0.02%00.0%Unchanged
Drucker Wealth 3.0, LLC1,330$236.9K0.04%+1,330New
Private Management Group Inc1,330$236.9K0.01%+1,330New
Pinnacle Financial Partners Inc1,327$236.4K0.01%+25+1.9%Added
Cinctive Capital Management LP1,317$234.6K0.01%−29,940−95.8%Reduced
TABR Capital Management, LLC1,327$233.8K0.16%+1,327New
Quent Capital, LLC1,312$233.7K0.02%+1,312New
Wharton Business Group, LLC1,300$231.6K0.01%00.0%Unchanged
Allen Mooney & Barnes Investment Advisors LLC1,294$230.5K0.04%+1,294New
Cidel Asset Management Inc1,275$227.1K0.01%−91−6.7%Reduced
Alpha Zero LLC1,271$226.4K0.13%+1,271New
Wedgewood Investors Inc1,268$225.9K0.25%+1,268New
Cyndeo Wealth Partners, LLC1,261$224.6K0.01%+1,261New
Centurion Wealth Management LLC1,260$224.5K0.05%+1,260New
True North Advisors, LLC1,260$224.5K0.04%−252−16.7%Reduced
Sowell Financial Services LLC1,254$223.4K0.01%−91−6.8%Reduced
Cooper Financial Group1,254$223.4K0.02%+1,254New
Essential Partners LLC1,250$222.7K0.07%+1,062+564.9%Added
Beacon Financial Group1,250$222.7K0.02%+1,250New
Compass Wealth Management, LLC1,250$222.7K0.10%+1,250New
Samalin Investment Counsel, LLC1,240$220.9K0.08%+1,240New
Key Financial Inc1,231$220.8K0.04%00.0%Unchanged
Old Port Advisors1,238$220.5K0.06%+1,238New
Jackson Hole Capital Partners, LLC1,235$220.0K0.04%+1,235New
Scotia Capital Inc.1,232$219.5K0.00%+1,232New
Douglas Lane & Associates, LLC1,232$219.4K0.00%+1,232New
Charter Trust Co1,226$218.4K0.01%+1,226New
111 Capital1,223$217.9K0.04%+1,223New
Court Place Advisors, LLC1,220$217.3K0.07%+1,220New
FLC Capital Advisors1,215$216.4K0.04%+1,215New
Argent Advisors, Inc.1,214$216.3K0.06%+1,214New
Fundamentun, LLC1,207$215.0K0.01%+1,207New
Silverlake Wealth Management LLC1,201$213.9K0.05%+1,201New
Jag Capital Management, LLC1,200$213.8K0.02%+1,200New
Sterling Investment Advisors, Ltd.1,200$213.8K0.04%+1,200New
Tritonpoint Wealth, LLC1,200$213.7K0.02%+1,200New
Allen Capital Group, LLC1,186$211.3K0.02%+1,186New
Empower Advisory Group, LLC1,179$210.0K0.00%+1,179New
Holderness Investments Co1,177$209.7K0.04%−400−25.4%Reduced
Greykasell Wealth Strategies, Inc.1,174$209.2K0.09%+23+2.0%Added
Van Cleef Asset Management,Inc1,172$208.8K0.02%+1,172New
Park National Corp1,172$208.8K0.01%+1,172New
Colonial Trust Co1,165$207.5K0.03%+43+3.8%Added
Abacus Planning Group, Inc.1,165$207.5K0.03%+1,165New
Keebeck Wealth Management, LLC1,163$207.2K0.02%+1,163New
West Michigan Advisors, LLC1,161$206.8K0.05%+1,161New
Clear Street Markets LLC1,155$205.8K0.07%+732+173.0%Added
Bedel Financial Consulting, Inc.1,153$205.4K0.03%+1,153New
Birch Hill Investment Advisors LLC1,152$205.2K0.01%−320−21.7%Reduced
Whalen Wealth Management Inc.1,149$204.7K0.12%+1,149New
Core Wealth Partners LLC1,129$201.1K0.09%+1,129New
Birch Financial Group, LLC1,128$201.0K0.12%+1,128New
Baker Avenue Asset Management, LP1,128$200.9K0.00%+1,128New
Successful Portfolios LLC1,125$200.4K0.12%+1,125New
Pines Wealth Management, LLC1,124$200.2K0.07%+1,124New
Tradition Wealth Management, LLC1,123$200.1K0.01%+1,123New
Cary Street Partners Financial LLC1,120$199.5K0.01%+602+116.2%Added
Arcadia Investment Management Corp1,101$196.1K0.03%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1,088$193.8K0.04%−168−13.4%Reduced
Westfuller Advisors, LLC1,064$189.6K0.09%+1,064New
City State Bank1,058$188.5K0.05%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.1,046$186.4K0.02%+1,046New
Princeton Global Asset Management LLC1,001$178.3K0.03%−6−0.6%Reduced
Munich Reinsurance Co Stock Corp in Munich986$175.6K0.00%+986New
Bollard Group LLC979$174.0K0.00%00.0%Unchanged
ORG Wealth Partners, LLC967$172.3K0.04%+398+69.9%Added
North Star Investment Management Corp.956$170.3K0.01%+7+0.7%Added
Private Trust Co NA948$168.9K0.01%+19+2.0%Added
Family Capital Trust Co920$163.9K0.05%+920New
Bayforest Capital Ltd915$163.0K0.08%+915New
Point72 (DIFC) Ltd906$161.3K0.01%−39,158−97.7%Reduced
Sit Investment Associates Inc885$158.0K0.00%00.0%Unchanged
Atlantic Trust, LLC871$155.2K0.03%00.0%Unchanged
Catalyst Capital Advisors LLC869$154.8K0.00%−491−36.1%Reduced
HM Payson & Co830$147.9K0.00%+255+44.3%Added