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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 7,049 | $1.26M | 0.04% | +14+0.2% | Added |
| Atomi Financial Group, Inc. | 7,010 | $1.25M | 0.04% | +615+9.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.25M | 0.92% | −21−0.3% | Reduced |
| Ofi Invest Asset Management | 8,188 | $1.24M | 0.03% | −958−10.5% | Reduced |
| Brighton Jones LLC | 6,923 | $1.23M | 0.03% | +1,558+29.0% | Added |
| Wealth Architects, LLC | 6,906 | $1.23M | 0.12% | −10.0% | Reduced |
| Great Lakes Advisors, LLC | 6,868 | $1.22M | 0.01% | +3,361+95.8% | Added |
| Smartleaf Asset Management LLC | 6,939 | $1.22M | 0.08% | +1,868+36.8% | Added |
| Penserra Capital Management LLC | 6,865 | $1.22M | 0.01% | +41+0.6% | Added |
| 180 Wealth Advisors, LLC | 6,843 | $1.22M | 0.15% | −76−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 6,840 | $1.22M | 0.03% | +1,051+18.2% | Added |
| Morangie Management LLC | 6,833 | $1.22M | 1.05% | +1,816+36.2% | Added |
| Wolverine Trading, LLC | 6,871 | $1.21M | 0.02% | +4,723+219.9% | Added |
| Davenport & Co LLC | 6,615 | $1.18M | 0.01% | +658+11.0% | Added |
| Kingswood Wealth Advisors, LLC | 6,565 | $1.17M | 0.07% | +3,472+112.3% | Added |
| Cigna Investments Inc | 6,518 | $1.16M | 0.16% | +97+1.5% | Added |
| Parallel Advisors, LLC | 6,496 | $1.16M | 0.02% | +475+7.9% | Added |
| Level Four Advisory Services, LLC | 6,427 | $1.15M | 0.04% | −146−2.2% | Reduced |
| Dodds Wealth, LLC | 6,422 | $1.14M | 0.28% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,401 | $1.14M | 0.02% | +199+3.2% | Added |
| Mattson Financial Services, LLC | 6,387 | $1.14M | 0.27% | +6,387 | New |
| RiverFront Investment Group, LLC | 6,346 | $1.13M | 0.02% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,297 | $1.12M | 0.04% | −2,516−28.5% | Reduced |
| Saturna Capital CORP | 6,280 | $1.12M | 0.01% | +1,085+20.9% | Added |
| Richwood Investment Advisors, LLC | 6,232 | $1.11M | 0.87% | −38−0.6% | Reduced |
| Values First Advisors, Inc. | 6,229 | $1.11M | 0.59% | +62+1.0% | Added |
| Modern Wealth Management, LLC | 6,229 | $1.11M | 0.02% | −526−7.8% | Reduced |
| Equitable Holdings, Inc. | 6,200 | $1.10M | 0.01% | +2,372+62.0% | Added |
| Perigon Wealth Management, LLC | 6,151 | $1.10M | 0.02% | +1,226+24.9% | Added |
| Ellevest, Inc. | 6,147 | $1.10M | 0.16% | −569−8.5% | Reduced |
| Pacific Sun Financial Corp | 6,138 | $1.09M | 0.53% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,096 | $1.09M | 0.03% | +250+4.3% | Added |
| Clearstead Advisors, LLC | 6,067 | $1.08M | 0.02% | +1,754+40.7% | Added |
| Johnson Investment Counsel Inc | 6,054 | $1.08M | 0.01% | −51−0.8% | Reduced |
| Davy Global Fund Management Ltd | 6,049 | $1.08M | 0.07% | −4,297−41.5% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $1.07M | 0.48% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 6,010 | $1.07M | 0.04% | +6,010 | New |
| Phoenix Holdings Ltd. | 6,006 | $1.07M | 0.01% | −2,541−29.7% | Reduced |
| Texas Yale Capital Corp. | 6,002 | $1.07M | 0.03% | +213+3.7% | Added |
| Hantz Financial Services, Inc. | 5,940 | $1.06M | 0.02% | −2,348−28.3% | Reduced |
| Qtron Investments LLC | 5,936 | $1.06M | 0.13% | +560+10.4% | Added |
| Continuum Advisory, LLC | 5,932 | $1.06M | 0.11% | +644+12.2% | Added |
| BSW Wealth Partners | 5,928 | $1.06M | 0.13% | +1,151+24.1% | Added |
| Summit Financial, LLC | 5,914 | $1.05M | 0.02% | +103+1.8% | Added |
| Ibex Wealth Advisors | 5,853 | $1.04M | 0.10% | −52−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,790 | $1.03M | 0.01% | +396+7.3% | Added |
| Busey Wealth Management | 5,751 | $1.02M | 0.03% | −371−6.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.02M | 0.04% | −700−10.9% | Reduced |
| Trustmark National Bank Trust Department | 5,692 | $1.01M | 0.07% | +31+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,680 | $1.01M | 0.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,674 | $1.01M | 0.03% | +773+15.8% | Added |
| Stableford Capital II LLC | 5,649 | $1.01M | 0.36% | +9+0.2% | Added |
| Contravisory Investment Management, Inc. | 5,616 | $1.00M | 0.19% | +11+0.2% | Added |
| Gordian Capital Singapore Pte Ltd | 5,600 | $997.6K | 1.35% | −900−13.8% | Reduced |
| Monetary Management Group Inc | 5,600 | $997.6K | 0.23% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,577 | $993.5K | 0.02% | −198−3.4% | Reduced |
| Apella Capital, LLC | 5,758 | $990.9K | 0.02% | −335−5.5% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $979.1K | 0.36% | 00.0% | Unchanged |
| Alteri Wealth LLC | 5,454 | $971.5K | 0.33% | −318−5.5% | Reduced |
| Syon Capital LLC | 5,452 | $971.1K | 0.05% | +621+12.9% | Added |
| Legacy Wealth Asset Management, LLC | 5,443 | $969.6K | 0.24% | +670+14.0% | Added |
| Geneos Wealth Management Inc. | 5,419 | $965.4K | 0.02% | −1,655−23.4% | Reduced |
| M&G Plc | 5,394 | $960.1K | 0.01% | +213+4.1% | Added |
| Finward Bancorp | 5,381 | $958.6K | 0.73% | −337−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,374 | $957.5K | 0.01% | −11,006−67.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,274 | $939.5K | 0.05% | +105+2.0% | Added |
| Fulcrum Capital LLC | 5,272 | $939.2K | 0.19% | −110−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,267 | $938.3K | 0.38% | −5−0.1% | Reduced |
| Advisors Preferred, LLC | 5,135 | $921.1K | 0.14% | −11,451−69.0% | Reduced |
| Sara-Bay Financial | 5,156 | $918.5K | 0.26% | +10+0.2% | Added |
| Skopos Labs, Inc. | 5,974 | $908.8K | 0.12% | +91+1.5% | Added |
| Benchmark Investment Advisors LLC | 5,060 | $901.4K | 0.52% | +5,060 | New |
| SJS Investment Consulting Inc. | 5,053 | $900.1K | 0.12% | +4,044+400.8% | Added |
| EverSource Wealth Advisors, LLC | 5,042 | $898.1K | 0.04% | +382+8.2% | Added |
| Integrated Advisors Network LLC | 4,998 | $890.3K | 0.04% | +89+1.8% | Added |
| Madden Advisory Services, Inc. | 4,990 | $888.9K | 0.34% | −271−5.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,988 | $888.6K | 0.09% | −6−0.1% | Reduced |
| Tuttle Tactical Management | 4,969 | $885.2K | 3.35% | 00.0% | Unchanged |
| LongView Wealth Management | 4,952 | $882.2K | 0.24% | +73+1.5% | Added |
| Investment Advisory Group, LLC | 4,920 | $876.4K | 0.24% | +30+0.6% | Added |
| Jackson Square Capital, LLC | 4,918 | $876.1K | 0.19% | +2,814+133.7% | Added |
| ProVise Management Group, LLC | 4,881 | $869.5K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,875 | $868.4K | 0.00% | +53+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,825 | $859.5K | 0.02% | +2,072+75.3% | Added |
| Quantitative Investment Management, LLC | 4,800 | $855.0K | 0.12% | +4,800 | New |
| Bard Associates Inc | 4,785 | $852.4K | 0.23% | −9,409−66.3% | Reduced |
| J. Safra Sarasin Holding AG | 4,773 | $850.3K | 0.01% | +2,892+153.7% | Added |
| Lederer & Associates Investment Counsel | 4,749 | $846.0K | 0.55% | +53+1.1% | Added |
| Fluent Financial, LLC | 4,719 | $840.6K | 0.33% | +209+4.6% | Added |
| Fidelis Capital Partners, LLC | 4,697 | $836.7K | 0.07% | +61+1.3% | Added |
| Global Retirement Partners, LLC | 4,614 | $821.9K | 0.02% | +135+3.0% | Added |
| Caerus Investment Advisors, LLC | 4,611 | $821.4K | 0.34% | +4,611 | New |
| Premier Path Wealth Partners, LLC | 4,562 | $812.7K | 0.10% | +27+0.6% | Added |
| Valeo Financial Advisors, LLC | 4,535 | $807.9K | 0.02% | +130+3.0% | Added |
| LRI Investments, LLC | 4,524 | $805.9K | 0.07% | −140−3.0% | Reduced |
| First American Trust, FSB | 4,515 | $804.5K | 0.06% | +19+0.4% | Added |
| St Germain D J Co Inc | 4,475 | $797.2K | 0.03% | +9+0.2% | Added |
| Sageworth Trust Co | 4,467 | $795.8K | 0.04% | +4,467 | New |
| Dogwood Wealth Management LLC | 4,455 | $793.6K | 0.36% | −909−16.9% | Reduced |
| Moloney Securities Asset Management, LLC | 4,443 | $791.5K | 0.09% | −423−8.7% | Reduced |