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; 1,601 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,437 | $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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $3.92K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 18 | $3.21K | 0.00% | +5+38.5% | Added |
| Montag A & Associates Inc | 17 | $3.03K | 0.00% | +17 | New |
| Duncker Streett & Co Inc | 17 | $3.03K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 16 | $2.85K | 0.00% | +16 | New |
| NVWM, LLC | 16 | $2.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 15 | $2.67K | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 14 | $2.49K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 94 | $2.39K | 0.00% | +17+22.1% | Added |
| Rialto Wealth Management, LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 13 | $2.32K | 0.00% | +13 | New |
| Signature Resources Capital Management, LLC | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $1.97K | 0.00% | −1−8.3% | Reduced |
| American Capital Advisory, LLC | 11 | $1.96K | 0.00% | −2−15.4% | Reduced |
| Clean Yield Group | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10 | $1.78K | 0.00% | +10 | New |
| JDM Financial Group LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 9 | $1.60K | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $1.07K | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 6 | $1.07K | 0.00% | +6 | New |
| Davis Capital Management | 6 | $1.07K | 0.00% | +6 | New |
| Hurley Capital, LLC | 5 | $891 | 0.00% | +5 | New |
| Heartwood Wealth Advisors LLC | 5 | $891 | 0.00% | +5 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $713 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $535 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $534 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 0 | $76 | 0.00% | 0 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −712,929−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −535,170−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −372,750−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −305,591−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −250,955−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −169,844−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −148,339−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −81,819−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −70,321−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −53,206−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,843−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,018−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −40,779−100.0% | Sold out |
| Svenska Handelsbanken AB (publ) | 0 | $0 | 0.00% | −32,992−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −31,686−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,545−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −24,136−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −21,716−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −20,642−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,687−100.0% | Sold out |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −15,128−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −12,540−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| Garland Capital Management Inc | 0 | $0 | 0.00% | −9,005−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −8,755−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,248−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5,863−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,041−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Cherokee Insurance Co | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |