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 |
|---|---|---|---|---|---|
| Windle Wealth, LLC | 56,040 | $9.98M | 4.47% | −10.0% | Reduced |
| Harbour Trust & Investment Management Co | 54,618 | $9.73M | 1.01% | −484−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,226 | $9.73M | 0.02% | +1,311+2.5% | Added |
| Abn Amro Investment Solutions | 54,514 | $9.71M | 0.20% | +44,187+427.9% | Added |
| Pacer Advisors, Inc. | 53,353 | $9.50M | 0.02% | −12,517−19.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 52,994 | $9.44M | 1.92% | −915−1.7% | Reduced |
| Pensionfund DSM Netherlands | 52,753 | $9.40M | 6.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 52,597 | $9.37M | 0.12% | −788−1.5% | Reduced |
| Waterfront Capital Partners, LLC | 52,551 | $9.36M | 6.13% | −58,185−52.5% | Reduced |
| Aptus Capital Advisors, LLC | 52,148 | $9.29M | 0.08% | +3,301+6.8% | Added |
| Consolidated Planning Corp | 51,919 | $9.25M | 0.98% | +649+1.3% | Added |
| Truist Financial Corp | 50,974 | $9.08M | 0.01% | +1,062+2.1% | Added |
| Atria Investments LLC | 50,783 | $9.05M | 0.10% | +1,865+3.8% | Added |
| US Bancorp | 50,400 | $8.98M | 0.01% | +2,052+4.2% | Added |
| CI Private Wealth, LLC | 50,152 | $8.93M | 0.01% | +6,251+14.2% | Added |
| Nearwater Capital Markets, Ltd | 50,000 | $8.91M | 0.12% | −50,000−50.0% | Reduced |
| Capital International Sarl | 48,727 | $8.68M | 0.15% | +11,795+31.9% | Added |
| Vident Advisory, LLC | 48,320 | $8.61M | 0.08% | +2,489+5.4% | Added |
| Ieq Capital, LLC | 47,749 | $8.51M | 0.03% | +27,399+134.6% | Added |
| Signature Estate & Investment Advisors LLC | 47,380 | $8.44M | 0.18% | +45,941+3,192.6% | Added |
| GeoWealth Management, LLC | 47,236 | $8.41M | 0.31% | +1,192+2.6% | Added |
| Naviter Wealth, LLC | 46,825 | $8.34M | 0.97% | +3,804+8.8% | Added |
| Pathstone Holdings, LLC | 46,762 | $8.33M | 0.03% | −254−0.5% | Reduced |
| Advisors Management Group Inc | 46,726 | $8.32M | 1.46% | −6,580−12.3% | Reduced |
| Stevens Capital Management LP | 46,549 | $8.29M | 1.10% | +5,560+13.6% | Added |
| Triasima Portfolio Management inc. | 46,209 | $8.23M | 1.24% | +3,760+8.9% | Added |
| Horizon Investments, LLC | 46,367 | $8.23M | 0.11% | +9,600+26.1% | Added |
| Mizuho Securities USA LLC | 48,713 | $8.19M | 0.17% | +5,782+13.5% | Added |
| Callahan Advisors, LLC | 45,797 | $8.16M | 0.69% | +1,399+3.2% | Added |
| Windward Capital Management Co | 45,765 | $8.15M | 0.65% | −304−0.7% | Reduced |
| Brookstone Capital Management | 45,359 | $8.08M | 0.10% | +37,635+487.2% | Added |
| Peapack Gladstone Financial Corp | 43,963 | $7.83M | 0.10% | +738+1.7% | Added |
| Empowered Funds, LLC | 43,955 | $7.83M | 0.08% | +8,449+23.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,912 | $7.82M | 0.37% | −397−0.9% | Reduced |
| MML Investors Services, LLC | 43,908 | $7.82M | 0.02% | −578−1.3% | Reduced |
| Vanderbilt University | 43,609 | $7.77M | 1.29% | +7,862+22.0% | Added |
| Colony Group, LLC | 42,614 | $7.59M | 0.01% | +3,509+9.0% | Added |
| Kentucky Retirement Systems | 42,016 | $7.48M | 0.21% | +2,518+6.4% | Added |
| Carret Asset Management, LLC | 41,611 | $7.41M | 0.72% | −553−1.3% | Reduced |
| Man Group plc | 41,561 | $7.40M | 0.01% | +6,664+19.1% | Added |
| Warren Averett Asset Management, LLC | 41,112 | $7.32M | 0.07% | −9,577−18.9% | Reduced |
| Oddo BHF Asset Management SAS | 40,756 | $7.26M | 0.28% | +25,586+168.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,329 | $7.18M | 0.18% | +756+1.9% | Added |
| Banque Cantonale Vaudoise | 39,888 | $7.11M | 0.27% | +570+1.4% | Added |
| Spirit of America Management Corp | 39,825 | $7.09M | 1.42% | +700+1.8% | Added |
| Hartford Investment Management Co | 39,272 | $7.00M | 0.21% | +1,737+4.6% | Added |
| TCW Group Inc | 39,018 | $6.95M | 0.06% | −48,329−55.3% | Reduced |
| Brasada Capital Management, LP | 39,508 | $6.93M | 1.18% | −1,607−3.9% | Reduced |
| DoubleLine ETF Adviser LP | 37,932 | $6.76M | 2.04% | +2,086+5.8% | Added |
| ING Groep NV | 37,812 | $6.74M | 0.04% | +6,270+19.9% | Added |
| Sterling Capital Management LLC | 36,093 | $6.43M | 0.09% | −423−1.2% | Reduced |
| KMG Fiduciary Partners, LLC | 35,654 | $6.35M | 0.43% | −238−0.7% | Reduced |
| Louisiana State Employees Retirement System | 35,100 | $6.25M | 0.10% | +2,300+7.0% | Added |
| Gulf International Bank (UK) Ltd | 33,920 | $6.04M | 0.20% | +558+1.7% | Added |
| Vise Technologies, Inc. | 33,692 | $6.00M | 0.22% | +526+1.6% | Added |
| Vontobel Holding Ltd. | 33,441 | $5.96M | 0.02% | +5,685+20.5% | Added |
| Maryland State Retirement & Pension System | 33,359 | $5.94M | 0.12% | +1,514+4.8% | Added |
| Beck Capital Management, LLC | 33,280 | $5.93M | 1.37% | +304+0.9% | Added |
| First Pacific Financial | 33,277 | $5.93M | 0.82% | +8,028+31.8% | Added |
| Vestmark Advisory Solutions, Inc. | 33,201 | $5.91M | 0.11% | −10,539−24.1% | Reduced |
| Kestra Private Wealth Services, LLC | 33,079 | $5.89M | 0.08% | +100.0% | Added |
| Fairfield Financial Advisors, LTD | 33,052 | $5.89M | 1.98% | +6,533+24.6% | Added |
| Ostrum Asset Management | 33,003 | $5.88M | 0.26% | +2,411+7.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,948 | $5.87M | 0.05% | +2,091+6.8% | Added |
| Catalytic Wealth RIA, LLC | 32,712 | $5.83M | 0.19% | +5,138+18.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,596 | $5.81M | 0.02% | −7,391−18.5% | Reduced |
| Easterly Investment Partners LLC | 32,436 | $5.78M | 0.39% | −99,360−75.4% | Reduced |
| Legacy CG, LLC | 32,392 | $5.77M | 1.62% | −48−0.1% | Reduced |
| Securian Asset Management, Inc | 32,300 | $5.75M | 0.15% | −180−0.6% | Reduced |
| Westfield Capital Management Co LP | 32,189 | $5.73M | 0.02% | +32,189 | New |
| Blair William & Co | 31,778 | $5.66M | 0.02% | +175+0.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $5.63M | 0.43% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 30,781 | $5.48M | 0.12% | +843+2.8% | Added |
| D L Carlson Investment Group Inc | 30,701 | $5.47M | 0.92% | +16+0.1% | Added |
| Point72 Asset Management, L.P. | 29,998 | $5.34M | 0.01% | −101,268−77.1% | Reduced |
| Merit Financial Group, LLC | 29,647 | $5.28M | 0.05% | +1,786+6.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,407 | $5.24M | 0.03% | +737+2.6% | Added |
| Oppenheimer & Co Inc | 29,352 | $5.23M | 0.06% | +92+0.3% | Added |
| Allstate Corp | 28,956 | $5.16M | 0.12% | +22,789+369.5% | Added |
| FJ Capital Management LLC | 28,845 | $5.14M | 0.55% | +391+1.4% | Added |
| Pensionfund Sabic | 28,559 | $5.09M | 1.39% | −500−1.7% | Reduced |
| Brinker Capital Investments, LLC | 28,189 | $5.02M | 0.04% | +4,145+17.2% | Added |
| Beacon Financial Planning, Inc | 28,119 | $5.01M | 2.59% | +844+3.1% | Added |
| New Mexico Educational Retirement Board | 28,048 | $5.00M | 0.16% | +400+1.4% | Added |
| Boothbay Fund Management, LLC | 27,890 | $4.97M | 0.13% | −14,374−34.0% | Reduced |
| E. Ohman J:or Asset Management AB | 27,594 | $4.92M | 0.12% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 27,578 | $4.91M | 0.82% | +130.0% | Added |
| Azzad Asset Management Inc | 27,212 | $4.85M | 0.48% | +4,742+21.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,846 | $4.78M | 0.36% | −221−0.8% | Reduced |
| AMF Pensionsforsakring AB | 26,507 | $4.72M | 0.03% | +10,753+68.3% | Added |
| Boston Family Office LLC | 25,659 | $4.57M | 0.29% | −94−0.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $4.54M | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 25,092 | $4.47M | 0.08% | +257+1.0% | Added |
| Westover Capital Advisors, LLC | 24,952 | $4.44M | 0.82% | −687−2.7% | Reduced |
| Raiffeisen Bank International AG | 25,172 | $4.44M | 0.06% | +7,339+41.2% | Added |
| MAI Capital Management | 24,838 | $4.42M | 0.03% | −561−2.2% | Reduced |
| Brown Advisory Inc | 24,600 | $4.38M | 0.01% | −105−0.4% | Reduced |
| La Banque Postale Asset Management SA | 24,449 | $4.36M | 0.05% | −522−2.1% | Reduced |
| Romano Brothers and Company | 24,332 | $4.33M | 0.50% | −180−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 24,166 | $4.30M | 0.04% | 00.0% | Unchanged |