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Livermore
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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.

Q4 2025 vs. Q3 2025

How the institutions holding Welltower Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WELL: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1,337271,438+128
Shares624.9M865.7K676.5M+52.4M (+8.4%)
Value$111.3B$154.2M$125.5B+$14.4B (+13.0%)

27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (213)

Institutions that held Welltower Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 213 by value.

Institutions new to WELL in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank29,450,268$5.47B0.58%
Nomura Asset Management International Inc.1,215,273$225.6M0.34%
Apollo Management Holdings, L.P.514,660$95.5M0.95%
Farallon Capital Management, L.L.C.343,000$63.7M0.33%
CIBC World Markets Corp260,546$48.4M0.24%
EP Wealth Advisors, LLC214,614$39.8M0.21%
Connor, Clark & Lunn Investment Management Ltd.150,147$27.9M0.07%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund148,420$27.5M0.23%
PensionDanmark Pensionsforsikringsaktieselskab107,160$19.9M0.18%
Cander Asset Management LP79,615$14.8M2.73%
Tudor Investment Corp Et Al49,300$9.15M0.05%
Osmosis Investment Management UK Ltd42,421$7.87M0.20%
Neo Ivy Capital Management40,704$7.56M1.19%
ExodusPoint Capital Management, LP40,031$7.43M0.08%
PFA Pension, Forsikringsaktieselskab39,099$7.35M0.02%
OpenArc Corporate Advisory, LLC36,456$6.77M0.11%
Asset Planning Services Inc35,035$6.50M2.87%
Indivisible Partners33,112$6.15M0.67%
Meiji Yasuda America Inc29,993$5.57M1.28%
VMS Asset Management Limited29,950$5.56M2.14%
Retirement Management Systems Inc.26,302$4.88M1.25%
Thames Capital Management LLC25,195$4.68M0.68%
Union Bancaire Privee, UBP SA29,950$4.45M0.07%
North Dakota State Investment Board22,951$4.26M0.16%
BCJ Capital Management, LLC21,472$3.99M0.23%
Brentview Investment Management LLC21,272$3.95M1.79%
Rational Advisors LLC21,000$3.90M0.40%
Pier 88 Investment Partners LLC21,000$3.90M0.87%
Jain Global LLC19,418$3.60M0.04%
Twinbeech Capital LP19,000$3.53M0.25%
Capital International Ltd18,909$3.51M0.12%
Laird Norton Trust Company, LLC18,776$3.49M0.07%
Hilton Capital Management, LLC17,990$3.34M0.25%
Anson Funds Management LP15,500$2.88M0.40%
XTX Topco Ltd14,590$2.71M0.07%
Blue Capital, Inc.13,781$2.56M1.82%
Donoghue Forlines LLC13,423$2.49M0.77%
Capital Group Investment Management Pte. Ltd.13,387$2.48M0.40%
Oak Thistle LLC13,192$2.45M0.34%
Taproot Management LP12,085$2.24M0.36%
Glenmede Trust Co NA12,039$2.23M0.01%
LDR Capital Management LLC10,830$2.01M2.79%
Y-Intercept (Hong Kong) Ltd10,302$1.91M0.04%
BNP Paribas9,800$1.82M0.05%
High Point Wealth Management, LLC9,390$1.74M1.64%
Wealth Enhancement Trust Services, Inc.8,853$1.64M0.21%
Dark Forest Capital Management LP8,326$1.55M0.07%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.7,988$1.48M0.05%
Pinnacle Financial Partners, Inc.7,839$1.46M0.01%
Fox Run Management, L.L.C.7,520$1.40M0.22%
Parallax Volatility Advisers, L.P.6,247$1.16M0.04%
Fideuram Asset Management (Ireland) dac6,842$1.06M0.08%
Evolve Private Wealth, LLC5,616$1.04M0.06%
Friedenthal Financial5,477$1.02M0.52%
MQS Management LLC5,405$1.00M0.59%
Park Edge Advisors, LLC5,248$974.1K0.22%
Inceptionr LLC5,177$960.9K0.27%
Integrity Alliance, LLC.5,139$954.0K0.03%
AlphaGrep UK Ltd4,605$854.7K0.29%
Pinebridge Investments LLC4,588$851.6K0.01%
Eurizon SLJ Capital Ltd4,427$821.7K0.33%
Vinva Investment Management Ltd4,177$785.3K0.01%
Foster Victor Wealth Advisors, LLC4,091$782.9K0.05%
Virtu Financial LLC4,171$774.0K0.03%
Churchill Financial Advisors, LLC4,095$760.1K0.23%
Farringdon Capital, Ltd.3,745$695.1K0.17%
Buckley Wealth Management, LLC3,738$693.8K0.18%
Beto Financial Group, LLC3,694$692.4K0.47%
Patriot Financial Group Insurance Agency, LLC3,561$661.0K0.08%
Dakota Wealth Management3,497$649.0K0.01%
Brevan Howard Capital Management LP3,484$646.7K0.01%
Frec Markets, Inc.3,375$626.6K0.18%
USA Financial Portformulas Corp3,366$624.8K0.11%
Index Technologies Group LLC3,294$611.4K0.64%
Retireful, LLC3,036$570.8K0.72%
Shrier Wealth Management, LLC2,891$536.6K0.21%
Fortress Wealth Group, LLC2,796$526.7K0.20%
RCW Management, LLC2,678$497.2K0.50%
Providence First Trust Co2,670$495.6K0.17%
Foresight Group Ltd Liability Partnership2,598$488.2K0.08%
Cynosure Management, LLC2,568$476.6K0.05%
Abc Arbitrage SA2,515$466.8K0.04%
SmartHarvest Portfolios, LLC2,472$458.8K0.16%
Jefferies Financial Group Inc.2,452$455.1K0.00%
Gardner Lewis Asset Management L P2,286$424.3K0.11%
Beese Fulmer Investment Management, Inc.2,192$406.8K0.03%
New Republic Capital, LLC2,184$405.3K0.11%
Basecamp Wealth Advisors LLC2,179$404.5K0.09%
AlTi Global, Inc.2,135$396.2K0.01%
Wellspring Financial Advisors, LLC2,101$392.5K0.03%
Income Insurance Ltd2,048$380.1K0.25%
Expressive Wealth LLC2,036$377.9K0.41%
Purpose Unlimited Inc.2,036$377.9K0.02%
Gross & Hartman Investments LLC2,016$374.2K0.21%
Safe Harbor Family Capital, LLC2,016$374.2K0.33%
Tempo Wealth, LLC2,014$373.8K0.07%
Atom Investors LP2,005$372.1K0.03%
World Equity Group, Inc.1,995$370.3K0.10%
Wealth Science Advisors LLC1,969$365.5K0.21%
First Foundation Advisors1,963$364.4K0.01%

Sold out (85)

Institutions that held Welltower Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WELL in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Alyeska Investment Group, L.P.551,331$98.2M
Jupiter Asset Management Ltd428,705$76.4M
Jane Street Group, LLC386,300$68.8M
Marshall Wace, LLP172,775$30.8M
Schonfeld Strategic Advisors LLC165,668$29.5M
Kovitz Investment Group Partners, LLC107,042$19.1M
Freestone Grove Partners LP101,272$18.0M
Gradient Investments LLC87,143$15.5M
Jump Financial, LLC65,416$11.7M
Waterfront Capital Partners, LLC52,551$9.36M
Nearwater Capital Markets, Ltd50,000$8.91M
Catalytic Wealth RIA, LLC32,712$5.83M
Westfield Capital Management Co LP32,189$5.73M
Point72 Asset Management, L.P.29,998$5.34M
Marvin & Palmer Associates Inc19,691$3.56M
iA Global Asset Management Inc.19,575$3.49M
Stance Capital LLC17,304$3.08M
Walleye Trading LLC16,421$2.93M
Algert Global LLC14,731$2.62M
Centiva Capital, LP14,636$2.61M
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$1.78M
Brighton Jones LLC6,923$1.23M
Mattson Financial Services, LLC6,387$1.14M
Flow Traders U.S. LLC6,010$1.07M
Ibex Wealth Advisors5,853$1.04M
Fluent Financial, LLC4,719$840.6K
Summit Global Investments4,381$780.0K
Legacy Financial Advisors, Inc.3,988$710.4K
FORA Capital, LLC3,933$700.6K
Capital Insight Partners, LLC3,470$618.1K
Brown Financial Advisors2,960$527.3K
Fiera Capital Corp2,902$517.0K
Intrua Financial, LLC2,675$476.5K
Group One Trading, L.P.2,619$466.5K
Copley Financial Group, Inc.2,607$464.4K
Caisse de Depot Et Placement du Quebec2,312$411.9K
Pitcairn Co2,096$373.4K
A4 Wealth Advisors LLC1,883$335.4K
Old Mission Capital LLC1,776$316.4K
Brucke Financial, Inc.1,733$313.7K
Fieldview Capital Management, LLC1,709$304.4K
QVR LLC1,628$290.0K
Campbell & CO Investment Adviser LLC1,570$279.7K
McElhenny Sheffield Capital Management, LLC1,552$276.5K
Community Trust & Investment Co1,520$270.8K
Investment Partners, Ltd.1,441$256.7K
LeConte Wealth Management, LLC1,437$256.0K
Cinctive Capital Management LP1,317$234.6K
Douglas Lane & Associates, LLC1,232$219.4K
Empower Advisory Group, LLC1,179$210.0K
Whalen Wealth Management Inc.1,149$204.7K
Baker Avenue Asset Management, LP1,128$200.9K
Pines Wealth Management, LLC1,124$200.2K
Bayforest Capital Ltd915$163.0K
Pathway Financial Advisers, LLC830$147.6K
Rise Advisors, LLC389$69.4K
JPL Wealth Management, LLC335$59.8K
City Holding Co334$59.5K
Affinity Wealth LLC307$54.7K
TruNorth Capital Management, LLC261$46.5K
Salem Investment Counselors Inc231$41.2K
Mma Asset Management LLC199$35.5K
GPS Wealth Strategies Group, LLC165$29.4K
Activest Wealth Management147$26.2K
Center for Financial Planning, Inc.133$23.7K
Palisade Asset Management, LLC131$23.3K
Washington Trust Advisors, Inc.100$17.8K
Marshall & Sterling Wealth Advisors Inc.65$11.6K
Navigoe, LLC60$10.0K
Crowley Wealth Management, Inc.55$9.80K
Tortoise Investment Management, LLC37$6.59K
Manning & Napier Advisors LLC29$5.17K
Evergreen Private Wealth LLC23$4.10K
Cloud Capital Management, LLC27$4.00K
Moisand Fitzgerald Tamayo, LLC22$3.92K
Montag A & Associates Inc17$3.03K
Halbert Hargrove Global Advisors, LLC16$2.85K
Trifecta Capital Advisors, LLC15$2.67K
Core Alternative Capital14$2.49K
Hoey Investments, Inc10$1.78K
Tidemark, LLC6$1.07K
Hurley Capital, LLC5$891
Heartwood Wealth Advisors LLC5$891
Retirement Wealth Solutions LLC1$100
Financial Life Planners0$76

Not filed for Q4 2025 yet (27)

Institutions that held Welltower Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.501,821$89.4M
CIBC Bancorp USA Inc.264,766$47.2M
Shell Asset Management Co16,993$3.03M
American Assets Capital Advisers, LLC12,723$2.27M
Pinebridge Investments, L.P.11,607$2.07M
Glenmede Investment Management, LP10,129$1.80M
Wetherby Asset Management Inc8,813$1.57M
Synovus Financial Corp7,439$1.33M
Wolverine Trading, LLC6,871$1.21M
Benchmark Investment Advisors LLC5,060$901.4K
Moloney Securities Asset Management, LLC4,443$791.5K
Bridge Creek Capital Management LLC1,928$343.5K
First Affirmative Financial Network1,883$335.5K
Eisler Capital Management Ltd.1,689$300.8K
Lokken Investment Group LLC1,661$295.9K
Corton Capital Inc.1,504$267.9K
Full Sail Capital, LLC1,448$257.9K
Pinnacle Financial Partners Inc1,327$236.4K
Court Place Advisors, LLC1,220$217.3K
Point72 (DIFC) Ltd906$161.3K
Franchise Capital Ltd569$101.4K
FSA Wealth Management LLC470$83.6K
Creekmur Asset Management LLC255$45.4K
Binnacle Investments Inc83$14.8K
Hemington Wealth Management57$10.0K
Guerra Advisors Inc23$4.10K
Texas Capital Bancshares Inc14$2.49K