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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Welltower Inc. as of Dec 31, 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
1,438
+128 vs. Q3 2025
Shares held
676.5M
+52.4M (+8.4%) vs. Q3 2025
Total value
$125.5B
+$14.4B (+13.0%) vs. Q3 2025
New holders
213
611 more added
Sold out
85
408 more reduced

27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,438 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2025: $125.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2025.

Institutions holding WELL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$1860.00%−269−99.6%Reduced
Toth Financial Advisory Corp1$1860.00%+1New
Murphy & Mullick Capital Management Corp1$1860.00%+1New
ROSS\JOHNSON & Associates LLC1$1860.00%+1New
Breakwater Investment Management3$5570.00%00.0%Unchanged
Trust Co4$7420.00%+4New
E Fund Management (Hong Kong) Co., Ltd.4$7500.00%00.0%Unchanged
Sofos Investments, Inc.5$9280.00%−1−16.7%Reduced
Stone House Investment Management, LLC5$9280.00%+2+66.7%Added
Luken Investment Analytics, LLC5$9280.00%+5New
Strengthening Families & Communities, LLC6$1.11K0.00%−5−45.5%Reduced
Cedar Mountain Advisors, LLC6$1.11K0.00%00.0%Unchanged
Davis Capital Management6$1.11K0.00%00.0%Unchanged
DV Trading LLC6$1.11K0.00%+6New
Godfrey Financial Associates, Inc.6$1.11K0.00%+6New
DecisionPoint Financial, LLC8$1.49K0.00%00.0%Unchanged
Basepoint Wealth LLC8$1.51K0.00%+8New
United Community Bank9$1.67K0.00%00.0%Unchanged
1015 Capital Partners, LLC9$1.67K0.00%+9New
1620 Investment Advisors, Inc.9$1.76K0.00%00.0%Unchanged
JDM Financial Group LLC10$1.86K0.00%00.0%Unchanged
Fairway Wealth LLC10$1.86K0.00%+10New
HFM Investment Advisors, LLC10$1.86K0.00%+10New
Three Bearings Fiduciary Advisors, Inc.10$1.88K0.00%+10New
Clean Yield Group11$2.04K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$2.04K0.00%+11New
Signature Resources Capital Management, LLC12$2.23K0.00%00.0%Unchanged
RMG Wealth Management LLC13$2.38K0.00%+13New
Rialto Wealth Management, LLC13$2.41K0.00%00.0%Unchanged
Anfield Capital Management, LLC14$2.60K0.00%00.0%Unchanged
Crewe Advisors LLC14$2.60K0.00%+14New
Boyd Watterson Asset Management LLC15$2.78K0.00%−213−93.4%Reduced
Redwood Park Advisors LLC15$2.79K0.00%00.0%Unchanged
Quaker Wealth Management, LLC15$2.79K0.00%+1+7.1%Added
NVWM, LLC16$2.97K0.00%00.0%Unchanged
Quattro Advisors LLC16$2.98K0.00%+16New
Duncker Streett & Co Inc17$3.15K0.00%00.0%Unchanged
Horizon Financial Services, LLC17$3.15K0.00%+4+30.8%Added
Legacy Wealth Managment, LLC17$3.16K0.00%+17New
S&T Bank18$3.34K0.00%−11−37.9%Reduced
Beaird Harris Wealth Management, LLC18$3.34K0.00%00.0%Unchanged
American Capital Advisory, LLC18$3.34K0.00%+7+63.6%Added
Triumph Capital Management20$3.71K0.00%+20New
Wealth Watch Advisors, INC22$4.08K0.00%+7+46.7%Added
Private Wealth Management Group, LLC22$4.08K0.00%00.0%Unchanged
Millstone Evans Group, LLC23$4.27K0.00%00.0%Unchanged
Creative Capital Management Investments LLC25$4.64K0.00%00.0%Unchanged
Crews Bank & Trust26$4.83K0.00%00.0%Unchanged
Winnow Wealth LLC26$4.84K0.00%00.0%Unchanged
WealthCollab, LLC29$5.38K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC29$5.40K0.00%+4+16.0%Added
TFC Financial Management30$5.58K0.00%00.0%Unchanged
TD Capital Management LLC31$5.79K0.00%00.0%Unchanged
DT Investment Partners, LLC32$5.94K0.00%00.0%Unchanged
Addison Advisors LLC32$5.94K0.00%00.0%Unchanged
IMG Wealth Management, Inc.32$5.94K0.00%+7+28.0%Added
Lodestone Wealth Management LLC32$5.94K0.00%+32New
Bryn Mawr Trust Co33$6.13K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC33$6.19K0.00%+33New
Clark Wealth Partners34$6.31K0.00%00.0%Unchanged
Clayton Financial Group LLC35$6.50K0.00%+35New
Principia Wealth Advisory, LLC36$6.68K0.00%+4+12.5%Added
Planning Project LLC37$6.90K0.00%+37New
Strategic Advocates LLC41$7.71K0.00%00.0%Unchanged
RHL Group, LLC42$7.80K0.01%+42New
Centerpoint Advisors, LLC42$8.00K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC45$8.35K0.00%+45New
Maseco LLP46$8.53K0.00%+24+109.1%Added
Redmont Wealth Advisors LLC46$8.54K0.01%00.0%Unchanged
Compass Financial Services Inc46$8.59K0.00%00.0%Unchanged
Johnson Financial Group, Inc.47$8.72K0.00%−48−50.5%Reduced
PFS Partners, LLC48$8.98K0.00%00.0%Unchanged
Arlington Trust Co LLC49$9.10K0.00%−82−62.6%Reduced
VSM Wealth Advisory, LLC50$9.28K0.00%00.0%Unchanged
ZRC Wealth Management, LLC51$9.47K0.00%+27+112.5%Added
Heritage Wealth Advisors52$9.65K0.00%00.0%Unchanged
HighMark Wealth Management LLC53$9.84K0.00%+24+82.8%Added
Bartlett & Co. Wealth Management LLC54$10.1K0.00%00.0%Unchanged
Pacifica Partners Inc.54$10.1K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.10,376$10.4K0.00%00.0%Unchanged
Bare Financial Services, Inc57$10.6K0.00%−6−9.5%Reduced
Loomis Sayles & Co L P58$10.8K0.00%00.0%Unchanged
Legacy Bridge, LLC58$10.8K0.00%+58New
Kayne Anderson Rudnick Investment Management LLC62$11.6K0.00%+9+17.0%Added
Sound Income Strategies, LLC61$11.7K0.00%−145−70.4%Reduced
Aspect Partners, LLC64$11.9K0.01%+8+14.3%Added
Leonteq Securities AG65$12.1K0.00%+21+47.7%Added
Bangor Savings Bank67$12.4K0.00%+67New
SHP Wealth Management69$12.9K0.00%+69New
Y.D. More Investments Ltd73$13.6K0.00%−215−74.7%Reduced
Mowery & Schoenfeld Wealth Management, LLC73$13.6K0.02%00.0%Unchanged
Jessup Wealth Management, Inc74$13.8K0.00%+74New
Measured Wealth Private Client Group, LLC75$13.9K0.00%00.0%Unchanged
Aventura Private Wealth, LLC75$13.9K0.01%+75New
Strive Financial Group ,LLC79$14.7K0.01%+79New
Birchbrook, Inc.80$14.9K0.01%+21+35.6%Added
Red Tortoise LLC81$15.0K0.01%00.0%Unchanged
Wilkerson Advisory Group LLC81$15.0K0.01%+81New
Citizens National Bank Trust Department83$15.4K0.00%00.0%Unchanged
South State Corp.85$15.8K0.00%+29+51.8%Added