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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 12,996 | $2.32M | 0.03% | +11,250+644.3% | Added |
| Waterloo Capital, L.P. | 12,895 | $2.30M | 0.17% | +3,474+36.9% | Added |
| MUFG Securities EMEA plc | 12,802 | $2.28M | 0.06% | +10,966+597.3% | Added |
| RDA Financial Network | 12,729 | $2.27M | 0.56% | −311−2.4% | Reduced |
| American Assets Capital Advisers, LLC | 12,723 | $2.27M | 2.39% | +3,377+36.1% | Added |
| Steward Partners Investment Advisory, LLC | 12,546 | $2.23M | 0.01% | −1,348−9.7% | Reduced |
| HighPoint Advisor Group LLC | 12,372 | $2.20M | 0.11% | +468+3.9% | Added |
| Wesbanco Bank Inc | 12,335 | $2.20M | 0.06% | −718−5.5% | Reduced |
| Pensionmark Financial Group, LLC | 12,296 | $2.19M | 0.04% | +10,101+460.2% | Added |
| Harvest Investment Services, LLC | 12,077 | $2.15M | 0.43% | +2,660+28.2% | Added |
| Signaturefd, LLC | 12,038 | $2.14M | 0.03% | +670+5.9% | Added |
| Western Financial Corp | 11,874 | $2.12M | 0.92% | +200+1.7% | Added |
| Prospera Financial Services Inc | 11,866 | $2.11M | 0.04% | +1,567+15.2% | Added |
| J.W. Cole Advisors, Inc. | 11,649 | $2.08M | 0.04% | −225−1.9% | Reduced |
| Pinebridge Investments, L.P. | 11,607 | $2.07M | 0.02% | +3,643+45.7% | Added |
| Triglav Skladi, D.O.O. | 11,600 | $2.07M | 0.14% | +11,600 | New |
| Virtus Investment Advisers, Inc. | 11,574 | $2.06M | 0.59% | +2,145+22.7% | Added |
| Ossiam | 11,499 | $2.05M | 0.03% | −3,978−25.7% | Reduced |
| Independent Advisor Alliance | 11,426 | $2.04M | 0.05% | −229−2.0% | Reduced |
| Summit Trail Advisors, LLC | 11,423 | $2.03M | 0.03% | +4,972+77.1% | Added |
| Mount Lucas Management LP | 11,382 | $2.03M | 0.91% | +368+3.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,253 | $2.00M | 0.06% | +1,911+20.5% | Added |
| Resources Investment Advisors, LLC. | 11,109 | $1.98M | 0.02% | −392−3.4% | Reduced |
| GF Fund Management Co. Ltd. | 10,932 | $1.95M | 0.04% | −505−4.4% | Reduced |
| Rakuten Investment Management, Inc. | 13,522 | $1.94M | 0.01% | +13,522 | New |
| American Financial Advisors, LLC | 10,863 | $1.94M | 0.25% | −2,340−17.7% | Reduced |
| Principal Securities, Inc. | 10,843 | $1.93M | 0.03% | +579+5.6% | Added |
| Cullinan Associates Inc | 10,715 | $1.91M | 0.12% | +1,500+16.3% | Added |
| Welch Group, LLC | 10,703 | $1.91M | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,663 | $1.90M | 0.03% | +924+9.5% | Added |
| Paradigm Asset Management Co LLC | 10,538 | $1.88M | 0.43% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,531 | $1.88M | 0.00% | −340−3.1% | Reduced |
| Tema ETFs LLC | 10,214 | $1.82M | 0.15% | +10,214 | New |
| Quest Partners LLC | 10,153 | $1.81M | 0.12% | +1,442+16.6% | Added |
| Glenmede Investment Management, LP | 10,129 | $1.80M | 0.01% | +105+1.0% | Added |
| NFP Retirement, Inc. | 10,120 | $1.80M | 0.12% | −96−0.9% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.78M | 0.13% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 10,000 | $1.78M | 0.20% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 10,000 | $1.78M | 0.40% | +10,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $1.78M | 0.86% | +10,000 | New |
| Coastal Bridge Advisors, LLC | 9,979 | $1.78M | 0.13% | −31−0.3% | Reduced |
| Dorsey Wright & Associates | 9,974 | $1.78M | 0.40% | −32−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 9,825 | $1.75M | 0.02% | −5,102−34.2% | Reduced |
| Frank, Rimerman Advisors LLC | 9,774 | $1.74M | 0.11% | +55+0.6% | Added |
| Stephens Inc | 9,666 | $1.72M | 0.02% | +162+1.7% | Added |
| Greenleaf Trust | 9,644 | $1.72M | 0.02% | −77−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 9,585 | $1.71M | 0.65% | −100−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,579 | $1.71M | 0.02% | +1,715+21.8% | Added |
| We Are One Seven, LLC | 9,574 | $1.71M | 0.04% | +1,842+23.8% | Added |
| Independent Financial Group, LLC | 9,496 | $1.69M | 0.04% | −700−6.9% | Reduced |
| Snowden Capital Advisors LLC | 9,459 | $1.68M | 0.05% | −318−3.3% | Reduced |
| Arbor Capital Management Inc | 9,461 | $1.67M | 1.34% | −613−6.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,335 | $1.66M | 0.50% | −194−2.0% | Reduced |
| Denali Advisors LLC | 9,215 | $1.64M | 0.19% | −5,181−36.0% | Reduced |
| Grimes & Company, Inc. | 9,182 | $1.64M | 0.04% | +6,451+236.2% | Added |
| Trueblood Wealth Management, LLC | 8,983 | $1.60M | 0.62% | +6+0.1% | Added |
| Jeppson Wealth Management, LLC | 8,963 | $1.60M | 0.51% | −400−4.3% | Reduced |
| Wedmont Private Capital | 9,222 | $1.60M | 0.06% | +516+5.9% | Added |
| Callan Family Office, LLC | 8,822 | $1.57M | 0.05% | −2,308−20.7% | Reduced |
| Bailard, Inc. | 8,820 | $1.57M | 0.03% | +2,304+35.4% | Added |
| Wetherby Asset Management Inc | 8,813 | $1.57M | 0.06% | +674+8.3% | Added |
| Hartford Funds Management Co LLC | 8,806 | $1.57M | 0.13% | −880−9.1% | Reduced |
| Capital Square, LLC | 8,788 | $1.57M | 0.80% | +686+8.5% | Added |
| Bokf, NA | 8,764 | $1.56M | 0.02% | +356+4.2% | Added |
| Prestige Wealth Management Group LLC | 8,726 | $1.55M | 0.30% | +350+4.2% | Added |
| Everhart Financial Group, Inc. | 8,569 | $1.53M | 0.15% | +1,230+16.8% | Added |
| Beacon Pointe Advisors, LLC | 8,537 | $1.52M | 0.01% | −1,448−14.5% | Reduced |
| Bessemer Group Inc | 8,520 | $1.52M | 0.00% | +332+4.1% | Added |
| Farther Finance Advisors, LLC | 8,468 | $1.51M | 0.02% | +1,331+18.6% | Added |
| Schnieders Capital Management, LLC. | 8,404 | $1.50M | 0.27% | +8,404 | New |
| Two Sigma Advisers, LP | 8,400 | $1.50M | 0.00% | +8,400 | New |
| Ritholtz Wealth Management | 8,385 | $1.49M | 0.03% | +1,451+20.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,350 | $1.49M | 0.43% | −906−9.8% | Reduced |
| Sigma Planning Corp | 8,289 | $1.48M | 0.04% | −1,402−14.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,244 | $1.47M | 0.46% | +37+0.5% | Added |
| Profund Advisors LLC | 8,217 | $1.46M | 0.05% | −81−1.0% | Reduced |
| Emergent Wealth Advisors, LLC | 8,185 | $1.46M | 0.85% | +759+10.2% | Added |
| Savvy Advisors, Inc. | 8,111 | $1.44M | 0.07% | +4,265+110.9% | Added |
| Allianz SE | 8,110 | $1.44M | 0.03% | −140−1.7% | Reduced |
| NorthRock Partners, LLC | 8,085 | $1.44M | 0.03% | +1,166+16.9% | Added |
| Wolverine Asset Management LLC | 8,067 | $1.44M | 0.02% | +1,300+19.2% | Added |
| PFG Investments, LLC | 7,950 | $1.42M | 0.07% | −357−4.3% | Reduced |
| Ancora Advisors, LLC | 7,940 | $1.41M | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,932 | $1.41M | 0.02% | +629+8.6% | Added |
| Custom Index Systems, LLC | 7,820 | $1.39M | 0.41% | +2,586+49.4% | Added |
| James Investment Research Inc | 7,815 | $1.39M | 0.15% | +7,815 | New |
| Sax Wealth Advisors, LLC | 7,764 | $1.38M | 0.07% | +16+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 7,716 | $1.37M | 0.03% | −92−1.2% | Reduced |
| Savant Capital, LLC | 7,664 | $1.37M | 0.01% | +797+11.6% | Added |
| Fig Financial Advisory Services Inc | 7,564 | $1.35M | 0.84% | −83−1.1% | Reduced |
| Westwood Holdings Group Inc. | 7,504 | $1.34M | 0.01% | −23,744−76.0% | Reduced |
| Buckingham Strategic Partners | 7,125 | $1.33M | 0.02% | −558−7.3% | Reduced |
| Synovus Financial Corp | 7,439 | $1.33M | 0.02% | +395+5.6% | Added |
| Highview Capital Management LLC | 7,430 | $1.32M | 0.49% | −249−3.2% | Reduced |
| Midwest Trust Co | 7,322 | $1.30M | 0.02% | −2,129−22.5% | Reduced |
| Stiles Financial Services Inc | 7,229 | $1.29M | 0.41% | −306−4.1% | Reduced |
| Purkiss Capital Advisors LLC | 7,187 | $1.28M | 0.61% | +227+3.3% | Added |
| Huntington National Bank | 7,144 | $1.27M | 0.01% | +513+7.7% | Added |
| Community Bank & Trust, Waco, Texas | 7,139 | $1.27M | 0.26% | −150−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,128 | $1.27M | 0.09% | −3,614−33.6% | Reduced |