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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 4,425 | $788.3K | 0.08% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,422 | $787.7K | 0.02% | −281−6.0% | Reduced |
| Evergreen Capital Management LLC | 4,406 | $784.9K | 0.02% | +583+15.2% | Added |
| Joel Isaacson & Co., LLC | 4,397 | $783.3K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,395 | $783.0K | 0.03% | −1,395−24.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,394 | $783.0K | 0.23% | −831−15.9% | Reduced |
| Manske Wealth Management | 4,386 | $781.4K | 0.24% | −165−3.6% | Reduced |
| IHT Wealth Management, LLC | 4,382 | $780.8K | 0.02% | −54−1.2% | Reduced |
| Summit Global Investments | 4,381 | $780.0K | 0.05% | −18,399−80.8% | Reduced |
| Plato Investment Management Ltd | 4,392 | $776.4K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,326 | $770.6K | 0.05% | +59+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,319 | $769.4K | 0.09% | +1,147+36.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,275 | $761.5K | 0.50% | +4,275 | New |
| Panoramic Investment Advisors, LLC | 4,252 | $757.5K | 0.43% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,247 | $756.5K | 0.01% | +133+3.2% | Added |
| Spire Wealth Management | 4,186 | $745.7K | 0.03% | +4,026+2,516.3% | Added |
| Sage Mountain Advisors LLC | 4,115 | $733.0K | 0.04% | −378−8.4% | Reduced |
| Marex Group plc | 4,100 | $730.4K | 0.01% | −4,100−50.0% | Reduced |
| Driehaus Capital Management LLC | 4,081 | $727.0K | 0.01% | +4,081 | New |
| Baldwin Investment Management, LLC | 4,076 | $726.1K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,068 | $724.7K | 0.02% | +91+2.3% | Added |
| Legacy Financial Advisors, Inc. | 3,988 | $710.4K | 0.10% | +3,988 | New |
| Florida Financial Advisors, LLC | 3,984 | $710.3K | 0.22% | +1,263+46.4% | Added |
| Mount Yale Investment Advisors, LLC | 3,961 | $705.6K | 0.05% | +2,996+310.5% | Added |
| FORA Capital, LLC | 3,933 | $700.6K | 0.12% | +3,933 | New |
| Southland Equity Partners LLC | 3,918 | $698.0K | 0.14% | +7+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,975 | $695.8K | 0.01% | −31−0.8% | Reduced |
| Comprehensive Money Management Services LLC | 3,876 | $690.5K | 0.49% | −295−7.1% | Reduced |
| Cambria Investment Management, L.P. | 3,865 | $688.5K | 0.04% | +520+15.5% | Added |
| Van Hulzen Asset Management, LLC | 3,861 | $687.8K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 3,812 | $679.1K | 0.01% | −77−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,803 | $677.2K | 0.01% | +15+0.4% | Added |
| Colony Capital, Inc. | 3,800 | $676.9K | 0.06% | +3,800 | New |
| River Street Advisors LLC | 3,740 | $666.2K | 0.26% | +46+1.2% | Added |
| Marshall Financial Group LLC | 3,736 | $665.6K | 0.13% | −454−10.8% | Reduced |
| HF Advisory Group, LLC | 3,689 | $657.2K | 0.24% | −26−0.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,685 | $656.4K | 0.28% | −26−0.7% | Reduced |
| Panagora Asset Management Inc | 3,625 | $645.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,609 | $642.9K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 3,566 | $635.2K | 0.22% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 3,565 | $635.1K | 0.24% | +1,461+69.4% | Added |
| Ashton Thomas Securities, LLC | 3,556 | $633.5K | 0.09% | +199+5.9% | Added |
| Peak Planning Group, LLC | 3,556 | $633.5K | 0.33% | +4+0.1% | Added |
| Moran Wealth Management, LLC | 3,553 | $632.9K | 0.02% | +186+5.5% | Added |
| Flputnam Investment Management Co | 3,551 | $632.6K | 0.01% | −290−7.6% | Reduced |
| AA Financial Advisors, LLC | 3,549 | $632.2K | 0.12% | −33−0.9% | Reduced |
| Balboa Wealth Partners | 3,529 | $628.6K | 0.11% | −65−1.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,525 | $628.0K | 0.01% | −492−12.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,522 | $627.4K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,491 | $621.9K | 0.14% | +48+1.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $618.9K | 0.19% | −488−12.3% | Reduced |
| Stonebridge Financial Group, LLC | 3,474 | $618.9K | 0.05% | +5+0.1% | Added |
| Rehmann Capital Advisory Group | 3,472 | $618.5K | 0.03% | +829+31.4% | Added |
| Capital Insight Partners, LLC | 3,470 | $618.1K | 0.10% | −30−0.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,449 | $614.4K | 0.24% | +125+3.8% | Added |
| Strategy Asset Managers LLC | 3,443 | $613.4K | 0.11% | −4−0.1% | Reduced |
| Lake Street Financial LLC | 3,440 | $612.8K | 0.08% | −19−0.5% | Reduced |
| CoreCap Advisors, LLC | 3,401 | $605.9K | 0.02% | +12+0.4% | Added |
| IFP Advisors, Inc | 3,372 | $600.7K | 0.02% | −189−5.3% | Reduced |
| Wealthspire Advisors, LLC | 3,352 | $597.2K | 0.00% | −775−18.8% | Reduced |
| Conning Inc. | 3,331 | $593.4K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 3,328 | $592.9K | 0.04% | +39+1.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $591.0K | 0.30% | 00.0% | Unchanged |
| Keel Point, LLC | 3,314 | $590.3K | 0.04% | +165+5.2% | Added |
| Shelton Capital Management | 3,278 | $583.9K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 3,268 | $582.0K | 0.02% | −28−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,265 | $581.6K | 0.03% | −60−1.8% | Reduced |
| HBK Sorce Advisory LLC | 3,364 | $579.7K | 0.01% | +85+2.6% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $579.0K | 0.27% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,246 | $578.3K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 3,219 | $573.4K | 0.02% | −4,752−59.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,208 | $571.5K | 0.01% | +125+4.1% | Added |
| Pettyjohn, Wood & White, Inc | 3,200 | $570.0K | 0.09% | −134−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,193 | $568.8K | 0.05% | +210+7.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,190 | $568.3K | 0.13% | +230+7.8% | Added |
| AE Wealth Management LLC | 3,188 | $567.8K | 0.00% | +175+5.8% | Added |
| TD Private Client Wealth LLC | 3,174 | $565.4K | 0.01% | +250+8.5% | Added |
| L2 Asset Management, LLC | 3,145 | $560.3K | 0.08% | +212+7.2% | Added |
| Journey Strategic Wealth LLC | 3,145 | $560.3K | 0.02% | +734+30.4% | Added |
| Evoke Wealth, LLC | 3,127 | $557.1K | 0.01% | +498+18.9% | Added |
| Mosaic Family Wealth Partners, LLC | 3,117 | $549.2K | 0.06% | +17+0.5% | Added |
| Waddell & Associates, LLC | 3,071 | $547.1K | 0.05% | +3,071 | New |
| National Asset Management, Inc. | 3,064 | $545.8K | 0.03% | +256+9.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,033 | $540.3K | 0.05% | +1,581+108.9% | Added |
| Childress Capital Advisors, LLC | 3,030 | $539.7K | 0.10% | +544+21.9% | Added |
| Essex Financial Services, Inc. | 3,019 | $537.8K | 0.03% | +349+13.1% | Added |
| Massmutual Trust Co FSB | 3,018 | $537.6K | 0.01% | +176+6.2% | Added |
| Fiduciary Trust Co | 3,013 | $536.7K | 0.01% | +382+14.5% | Added |
| Dividend Assets Capital, LLC | 3,000 | $534.4K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $534.4K | 0.09% | +3,000 | New |
| Hilltop Holdings Inc. | 2,999 | $534.3K | 0.03% | +148+5.2% | Added |
| Valmark Advisers, Inc. | 2,979 | $530.7K | 0.01% | −28−0.9% | Reduced |
| Whittier Trust Co | 3,021 | $528.8K | 0.01% | −1,386−31.4% | Reduced |
| Brown Financial Advisors | 2,960 | $527.3K | 0.19% | +2,960 | New |
| Strategic Investment Advisors | 2,956 | $526.6K | 0.05% | −155−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,923 | $520.6K | 0.04% | −146−4.8% | Reduced |
| Monument Capital Management | 2,919 | $520.0K | 0.13% | −347−10.6% | Reduced |
| CIBC Private Wealth Group, LLC | 2,918 | $519.8K | 0.00% | +458+18.6% | Added |
| Ameritas Advisory Services, LLC | 2,918 | $519.8K | 0.03% | −2,792−48.9% | Reduced |
| Keystone Financial Group | 2,910 | $518.4K | 0.04% | 00.0% | Unchanged |