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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 24,137 | $4.30M | 0.06% | −3,860−13.8% | Reduced |
| AIA Group Ltd | 24,000 | $4.28M | 0.08% | +8,400+53.8% | Added |
| Hamilton Capital Partners Inc. | 23,998 | $4.28M | 0.18% | +3,193+15.3% | Added |
| DRW Securities, LLC | 23,960 | $4.22M | 0.22% | +14,807+161.8% | Added |
| Lincluden Management Ltd | 23,650 | $4.21M | 0.47% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 23,212 | $4.13M | 0.01% | +458+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 23,129 | $4.12M | 0.15% | +864+3.9% | Added |
| Perpetual Ltd | 23,086 | $4.11M | 0.05% | −949−3.9% | Reduced |
| Summit Place Financial Advisors, LLC | 22,821 | $4.07M | 1.92% | −1,219−5.1% | Reduced |
| Bleakley Financial Group, LLC | 22,789 | $4.06M | 0.09% | +1,276+5.9% | Added |
| United Capital Financial Advisers, LLC | 22,781 | $4.06M | 0.03% | −337−1.5% | Reduced |
| Spinnaker Trust | 22,500 | $4.01M | 0.22% | −3,332−12.9% | Reduced |
| Machina Capital S.A.S. | 22,471 | $4.00M | 0.70% | −2,052−8.4% | Reduced |
| Private Advisor Group, LLC | 22,107 | $3.94M | 0.02% | +3,409+18.2% | Added |
| Gladstone Institutional Advisory LLC | 21,843 | $3.89M | 0.15% | +5,946+37.4% | Added |
| Ascent Group, LLC | 21,785 | $3.88M | 0.14% | −256−1.2% | Reduced |
| Allworth Financial LP | 21,756 | $3.88M | 0.02% | +876+4.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $3.87M | 0.20% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 21,487 | $3.83M | 0.69% | −359−1.6% | Reduced |
| Verition Fund Management LLC | 21,351 | $3.80M | 0.02% | −24,096−53.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,316 | $3.80M | 0.05% | +1,496+7.5% | Added |
| Commerce Bank | 21,304 | $3.80M | 0.02% | +1,774+9.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,262 | $3.79M | 0.03% | +6,573+44.7% | Added |
| Nations Financial Group Inc, | 21,131 | $3.76M | 0.23% | +2,520+13.5% | Added |
| Argentarii, LLC | 21,102 | $3.76M | 1.61% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 21,095 | $3.76M | 0.00% | −9,672,048−99.8% | Reduced |
| Portfolio Design Labs, LLC | 21,002 | $3.74M | 0.64% | −1,503−6.7% | Reduced |
| Kestra Advisory Services, LLC | 20,507 | $3.65M | 0.02% | +8,211+66.8% | Added |
| Red Cedar Investment Management, LLC | 20,440 | $3.64M | 0.43% | +5,455+36.4% | Added |
| Sarasin & Partners LLP | 20,633 | $3.64M | 0.04% | −48,926−70.3% | Reduced |
| Omers Administration Corp | 20,194 | $3.60M | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20,127 | $3.59M | 0.30% | −830−4.0% | Reduced |
| Asset Planning,Inc | 20,111 | $3.58M | 2.59% | −93−0.5% | Reduced |
| Marvin & Palmer Associates Inc | 19,691 | $3.56M | 2.65% | −150−0.8% | Reduced |
| Bleichroeder LP | 20,000 | $3.56M | 0.69% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 19,854 | $3.54M | 0.09% | +10,152+104.6% | Added |
| Kinneret Advisory, LLC | 19,796 | $3.53M | 0.30% | −89−0.4% | Reduced |
| V-Square Quantitative Management LLC | 19,760 | $3.52M | 0.59% | +784+4.1% | Added |
| Great Diamond Partners, LLC | 19,729 | $3.51M | 0.68% | +2,710+15.9% | Added |
| iA Global Asset Management Inc. | 19,575 | $3.49M | 0.05% | +19,575 | New |
| Concurrent Investment Advisors, LLC | 19,500 | $3.47M | 0.06% | −225−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 18,857 | $3.36M | 0.03% | +9,148+94.2% | Added |
| Siemens Fonds Invest GmbH | 18,547 | $3.30M | 0.18% | −397−2.1% | Reduced |
| M&T Bank Corp | 18,507 | $3.30M | 0.01% | −61,720−76.9% | Reduced |
| Park Avenue Securities LLC | 18,365 | $3.27M | 0.03% | +1,294+7.6% | Added |
| Wahed Invest LLC | 18,306 | $3.26M | 0.45% | +495+2.8% | Added |
| Fifth Third Wealth Advisors LLC | 18,117 | $3.23M | 0.12% | +1,231+7.3% | Added |
| Chesley Taft & Associates LLC | 18,048 | $3.22M | 0.14% | +1,768+10.9% | Added |
| Sequoia Financial Advisors, LLC | 18,044 | $3.21M | 0.02% | +3,470+23.8% | Added |
| MUFG Securities Americas Inc. | 18,036 | $3.21M | 0.21% | +4,268+31.0% | Added |
| Meiji Yasuda Life Insurance Co | 17,956 | $3.20M | 0.09% | +603+3.5% | Added |
| Kornitzer Capital Management Inc | 17,900 | $3.19M | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,840 | $3.18M | 0.01% | −81,732−82.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.14M | 0.21% | +847+5.1% | Added |
| Steel Peak Wealth Management LLC | 17,330 | $3.09M | 0.10% | +17,330 | New |
| Stance Capital LLC | 17,304 | $3.08M | 1.13% | +1,312+8.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $3.08M | 0.30% | −617−3.4% | Reduced |
| Everence Capital Management Inc | 17,153 | $3.06M | 0.18% | +2,733+19.0% | Added |
| Drake & Associates, LLC | 16,299 | $3.04M | 0.64% | −2,946−15.3% | Reduced |
| Shell Asset Management Co | 16,993 | $3.03M | 0.30% | −22,939−57.4% | Reduced |
| Capital Investment Advisors, LLC | 16,825 | $3.00M | 0.05% | −353−2.1% | Reduced |
| Verde Capital Management | 16,584 | $2.95M | 0.65% | +89+0.5% | Added |
| Impax Asset Management Group plc | 16,548 | $2.95M | 0.02% | −1,868−10.1% | Reduced |
| D.A. Davidson & Co. | 16,451 | $2.93M | 0.02% | +23+0.1% | Added |
| Nilsine Partners, LLC | 16,444 | $2.93M | 0.26% | +1,603+10.8% | Added |
| Walleye Trading LLC | 16,421 | $2.93M | 0.05% | +16,421 | New |
| Tower Research Capital LLC (TRC) | 16,293 | $2.90M | 0.08% | −35,732−68.7% | Reduced |
| Walleye Capital LLC | 16,273 | $2.90M | 0.02% | −872−5.1% | Reduced |
| Liberty Capital Management, Inc. | 16,257 | $2.90M | 0.55% | −177−1.1% | Reduced |
| PEAK6 LLC | 16,175 | $2.88M | 0.07% | +14,028+653.4% | Added |
| Canada Post Corp Registered Pension Plan | 16,349 | $2.88M | 0.13% | +3,229+24.6% | Added |
| HB Wealth Management, LLC | 16,025 | $2.85M | 0.02% | +3,478+27.7% | Added |
| CAPROCK Group, Inc. | 16,948 | $2.85M | 0.07% | +16,948 | New |
| Edgemoor Investment Advisors, Inc. | 15,885 | $2.83M | 0.22% | −185−1.2% | Reduced |
| Quadrant Capital Group LLC | 15,878 | $2.83M | 0.09% | +93+0.6% | Added |
| Harvest Fund Management Co., Ltd | 17,622 | $2.80M | 0.12% | −1,951−10.0% | Reduced |
| YHB Investment Advisors, Inc. | 15,557 | $2.77M | 0.20% | +1,399+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 15,526 | $2.77M | 0.19% | +1,308+9.2% | Added |
| GWM Advisors LLC | 15,413 | $2.75M | 0.01% | +2,978+23.9% | Added |
| Simon Quick Advisors, LLC | 15,169 | $2.70M | 0.12% | +79+0.5% | Added |
| BDF-Gestion | 15,015 | $2.67M | 0.32% | +15,015 | New |
| Meeder Advisory Services, Inc. | 14,958 | $2.66M | 0.12% | +1,142+8.3% | Added |
| O'Rourke & Company, Inc | 14,786 | $2.63M | 1.10% | −151−1.0% | Reduced |
| Algert Global LLC | 14,731 | $2.62M | 0.04% | +14,731 | New |
| Sumitomo Life Insurance Co | 14,663 | $2.61M | 0.08% | −474−3.1% | Reduced |
| Centiva Capital, LP | 14,636 | $2.61M | 0.24% | +9,166+167.6% | Added |
| Edgestream Partners, L.P. | 14,636 | $2.61M | 0.08% | +13,044+819.3% | Added |
| Twin Capital Management Inc | 14,613 | $2.60M | 0.33% | −4,572−23.8% | Reduced |
| RSM US Wealth Management LLC | 14,575 | $2.60M | 0.03% | −14−0.1% | Reduced |
| Coldstream Capital Management Inc | 14,540 | $2.59M | 0.03% | +2,835+24.2% | Added |
| Change Path, LLC | 14,128 | $2.52M | 0.06% | +2,703+23.7% | Added |
| Old Second National Bank of Aurora | 14,058 | $2.50M | 0.52% | −312−2.2% | Reduced |
| GAMMA Investing LLC | 13,872 | $2.47M | 0.14% | +1,532+12.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $2.47M | 0.01% | −1,239−8.2% | Reduced |
| Diversified Trust Co | 13,821 | $2.46M | 0.05% | −4,108−22.9% | Reduced |
| Advance Capital Management, Inc. | 13,726 | $2.45M | 0.11% | +48+0.4% | Added |
| Benjamin Edwards Inc | 13,624 | $2.43M | 0.03% | +566+4.3% | Added |
| Centaurus Financial, Inc. | 13,621 | $2.43M | 0.11% | +729+5.7% | Added |
| NTV Asset Management LLC | 13,327 | $2.37M | 0.26% | −197−1.5% | Reduced |
| Garrison Bradford & Associates Inc | 13,251 | $2.36M | 2.52% | +1,755+15.3% | Added |