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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 830 | $147.6K | 0.04% | +830 | New |
| UMA Financial Services, Inc. | 801 | $142.7K | 0.02% | +170+26.9% | Added |
| First United Bank Trust | 800 | $142.5K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 800 | $142.0K | 0.00% | +800 | New |
| CVA Family Office, LLC | 776 | $138.2K | 0.02% | +33+4.4% | Added |
| GHP Investment Advisors, Inc. | 775 | $138.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 765 | $136.3K | 0.02% | +140+22.4% | Added |
| Centennial Bank | 740 | $131.8K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 722 | $128.6K | 0.09% | −2−0.3% | Reduced |
| Inlight Wealth Management, LLC | 720 | $128.3K | 0.06% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 711 | $127.5K | 0.08% | +711 | New |
| Flagship Wealth Advisors, LLC | 715 | $127.4K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 700 | $124.7K | 0.01% | −16−2.2% | Reduced |
| Webster Bank, N. A. | 700 | $124.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 672 | $119.8K | 0.04% | −690−50.7% | Reduced |
| NBC Securities, Inc. | 666 | $118.6K | 0.01% | +7+1.1% | Added |
| Golden State Wealth Management, LLC | 663 | $118.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 662 | $117.9K | 0.02% | +81+13.9% | Added |
| Wiser Advisor Group LLC | 656 | $116.9K | 0.15% | +656 | New |
| Creative Financial Designs Inc | 583 | $103.8K | 0.01% | −16−2.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 574 | $102.3K | 0.09% | 00.0% | Unchanged |
| Franchise Capital Ltd | 569 | $101.4K | 0.04% | −200−26.0% | Reduced |
| Bank & Trust Co | 550 | $98.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 523 | $93.2K | 0.01% | −48−8.4% | Reduced |
| MCF Advisors LLC | 523 | $93.2K | 0.01% | +23+4.6% | Added |
| Trust Co of Vermont | 522 | $93.0K | 0.00% | +100+23.7% | Added |
| Valley National Advisers Inc | 510 | $90.0K | 0.01% | +2+0.4% | Added |
| Eastern Bank | 500 | $89.1K | 0.00% | +103+25.9% | Added |
| Rosenberg Matthew Hamilton | 491 | $87.5K | 0.02% | −142−22.4% | Reduced |
| FSA Wealth Management LLC | 470 | $83.6K | 0.03% | +3+0.6% | Added |
| Independence Bank of Kentucky | 451 | $80.3K | 0.01% | +110+32.3% | Added |
| Pinnacle Bancorp, Inc. | 450 | $80.2K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 448 | $79.8K | 0.03% | +58+14.9% | Added |
| Deseret Mutual Benefit Administrators | 429 | $76.4K | 0.03% | −41−8.7% | Reduced |
| Cape Investment Advisory, Inc. | 429 | $76.4K | 0.08% | +7+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 424 | $75.6K | 0.00% | −14−3.2% | Reduced |
| Avalon Trust Co | 420 | $74.8K | 0.00% | +420 | New |
| Caldwell Trust Co | 410 | $73.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 405 | $72.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $71.3K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $71.3K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 395 | $70.4K | 0.01% | +105+36.2% | Added |
| Rise Advisors, LLC | 389 | $69.4K | 0.02% | +16+4.3% | Added |
| Versant Capital Management, Inc | 386 | $68.8K | 0.01% | +25+6.9% | Added |
| TCTC Holdings, LLC | 379 | $67.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 373 | $66.5K | 0.02% | +357+2,231.3% | Added |
| GW&K Investment Management, LLC | 360 | $64.0K | 0.00% | +1+0.3% | Added |
| Anchor Investment Management, LLC | 350 | $62.4K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 348 | $62.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 338 | $60.2K | 0.05% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 335 | $59.8K | 0.01% | +335 | New |
| City Holding Co | 334 | $59.5K | 0.01% | +334 | New |
| Copia Wealth Management | 333 | $59.3K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 336 | $58.8K | 0.01% | +336 | New |
| Financial Management Professionals, Inc. | 325 | $57.9K | 0.01% | −3−0.9% | Reduced |
| West Financial Advisors, LLC | 320 | $57.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 307 | $54.7K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth LLC | 307 | $54.7K | 0.04% | 00.0% | Unchanged |
| Collier Financial | 301 | $53.7K | 0.04% | +301 | New |
| JNBA Financial Advisors | 300 | $53.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $53.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 293 | $52.2K | 0.01% | −22−7.0% | Reduced |
| Fortitude Family Office, LLC | 292 | $52.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 294 | $52.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 288 | $51.2K | 0.00% | +246+585.7% | Added |
| Truvestments Capital LLC | 278 | $49.5K | 0.01% | +33+13.5% | Added |
| Meeder Asset Management Inc | 270 | $48.1K | 0.00% | −237−46.7% | Reduced |
| Manitou Investment Management Ltd. | 270 | $48.1K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 261 | $46.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 255 | $45.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 252 | $44.9K | 0.01% | −32−11.3% | Reduced |
| Covestor Ltd | 245 | $44.0K | 0.02% | −20−7.5% | Reduced |
| Salem Investment Counselors Inc | 231 | $41.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $40.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 226 | $40.3K | 0.00% | +13+6.1% | Added |
| Hughes Financial Services, LLC | 203 | $38.8K | 0.01% | +3+1.5% | Added |
| Hollencrest Capital Management | 215 | $38.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 212 | $37.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 212 | $37.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 206 | $36.8K | 0.00% | −20−8.8% | Reduced |
| First Command Advisory Services, Inc. | 205 | $36.5K | 0.00% | −27−11.6% | Reduced |
| Global Trust Asset Management, LLC | 200 | $35.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $35.6K | 0.03% | −30,546−99.3% | Reduced |
| Global Wealth Strategies & Associates | 200 | $35.6K | 0.01% | +200 | New |
| Mma Asset Management LLC | 199 | $35.5K | 0.01% | +199 | New |
| NBT Bank N A | 230 | $35.0K | 0.00% | +34+17.3% | Added |
| Roxbury Financial LLC | 196 | $34.9K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 195 | $34.7K | 0.02% | +10+5.4% | Added |
| Sound Income Strategies, LLC | 206 | $34.5K | 0.00% | +21+11.4% | Added |
| WPG Advisers, LLC | 191 | $34.0K | 0.03% | +10+5.5% | Added |
| Dunhill Financial, LLC | 187 | $33.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 186 | $33.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 185 | $33.0K | 0.01% | +185 | New |
| McIlrath & Eck, LLC | 184 | $32.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $32.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $32.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 176 | $31.4K | 0.01% | +10+6.0% | Added |
| Scarborough Advisors, LLC | 175 | $31.1K | 0.01% | −92−34.5% | Reduced |
| Bellevue Asset Management, LLC | 172 | $30.7K | 0.01% | +1+0.6% | Added |
| Wealth Preservation Advisors, LLC | 172 | $30.6K | 0.02% | −1−0.6% | Reduced |