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
- 1,437
- +127 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
- 212
- 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 12,039 | $2.23M | 0.01% | +12,039 | New |
| Summit Trail Advisors, LLC | 12,083 | $2.24M | 0.04% | +660+5.8% | Added |
| Taproot Management LP | 12,085 | $2.24M | 0.36% | +12,085 | New |
| Wesbanco Bank Inc | 12,210 | $2.27M | 0.06% | −125−1.0% | Reduced |
| Global Retirement Partners, LLC | 12,412 | $2.30M | 0.04% | +7,798+169.0% | Added |
| Prospera Financial Services Inc | 12,416 | $2.31M | 0.04% | +550+4.6% | Added |
| NTV Asset Management LLC | 12,822 | $2.38M | 0.25% | −505−3.8% | Reduced |
| Twin Capital Management Inc | 12,930 | $2.40M | 0.30% | −1,683−11.5% | Reduced |
| Signaturefd, LLC | 13,056 | $2.42M | 0.04% | +1,018+8.5% | Added |
| Hartford Funds Management Co LLC | 13,115 | $2.43M | 0.20% | +4,309+48.9% | Added |
| Garrison Bradford & Associates Inc | 13,176 | $2.45M | 2.66% | −75−0.6% | Reduced |
| Oak Thistle LLC | 13,192 | $2.45M | 0.34% | +13,192 | New |
| PEAK6 LLC | 13,226 | $2.45M | 0.07% | −2,949−18.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,276 | $2.46M | 0.07% | +2,023+18.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,387 | $2.48M | 0.40% | +13,387 | New |
| Steward Partners Investment Advisory, LLC | 13,387 | $2.48M | 0.01% | +841+6.7% | Added |
| Donoghue Forlines LLC | 13,423 | $2.49M | 0.77% | +13,423 | New |
| Nations Financial Group Inc, | 13,546 | $2.51M | 0.13% | −7,585−35.9% | Reduced |
| RSM US Wealth Management LLC | 13,392 | $2.52M | 0.03% | −1,183−8.1% | Reduced |
| HighPoint Advisor Group LLC | 13,699 | $2.54M | 0.06% | +1,327+10.7% | Added |
| Advance Capital Management, Inc. | 13,723 | $2.55M | 0.11% | −30.0% | Reduced |
| Blue Capital, Inc. | 13,781 | $2.56M | 1.82% | +13,781 | New |
| Bessemer Group Inc | 13,909 | $2.58M | 0.00% | +5,389+63.3% | Added |
| Old Second National Bank of Aurora | 14,028 | $2.60M | 0.52% | −30−0.2% | Reduced |
| BDF-Gestion | 14,077 | $2.61M | 0.32% | −938−6.2% | Reduced |
| Coldstream Capital Management Inc | 14,110 | $2.62M | 0.03% | −430−3.0% | Reduced |
| Independent Advisor Alliance | 14,228 | $2.64M | 0.06% | +2,802+24.5% | Added |
| Change Path, LLC | 14,322 | $2.66M | 0.06% | +194+1.4% | Added |
| Edgemoor Investment Advisors, Inc. | 14,400 | $2.67M | 0.21% | −1,485−9.3% | Reduced |
| O'Rourke & Company, Inc | 14,558 | $2.70M | 1.05% | −228−1.5% | Reduced |
| XTX Topco Ltd | 14,590 | $2.71M | 0.07% | +14,590 | New |
| Principal Securities, Inc. | 14,641 | $2.72M | 0.04% | +3,798+35.0% | Added |
| Sumitomo Life Insurance Co | 14,791 | $2.75M | 0.08% | +128+0.9% | Added |
| Centaurus Financial, Inc. | 14,946 | $2.77M | 0.13% | +1,325+9.7% | Added |
| Two Sigma Advisers, LP | 15,100 | $2.80M | 0.01% | +6,700+79.8% | Added |
| Meiji Yasuda Life Insurance Co | 15,110 | $2.80M | 0.08% | −2,846−15.8% | Reduced |
| CAPROCK Group, Inc. | 15,145 | $2.81M | 0.06% | −1,803−10.6% | Reduced |
| GAMMA Investing LLC | 15,266 | $2.83M | 0.14% | +1,394+10.0% | Added |
| Simon Quick Advisors, LLC | 15,356 | $2.85M | 0.12% | +187+1.2% | Added |
| Anson Funds Management LP | 15,500 | $2.88M | 0.40% | +15,500 | New |
| Pensionmark Financial Group, LLC | 15,723 | $2.92M | 0.05% | +3,427+27.9% | Added |
| Verde Capital Management | 15,748 | $2.92M | 0.62% | −836−5.0% | Reduced |
| Harvest Investment Services, LLC | 15,792 | $2.93M | 0.55% | +3,715+30.8% | Added |
| J. Safra Sarasin Holding AG | 15,833 | $2.94M | 0.05% | +11,060+231.7% | Added |
| Quadrant Capital Group LLC | 15,987 | $2.97M | 0.09% | +109+0.7% | Added |
| D.A. Davidson & Co. | 16,062 | $2.98M | 0.02% | −389−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,190 | $3.00M | 0.20% | +664+4.3% | Added |
| Exchange Traded Concepts, LLC | 16,226 | $3.01M | 0.03% | −2,631−14.0% | Reduced |
| Liberty Capital Management, Inc. | 16,257 | $3.02M | 0.56% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 16,548 | $3.07M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 16,711 | $3.10M | 0.02% | +686+4.3% | Added |
| Benjamin Edwards Inc | 16,758 | $3.11M | 0.03% | +3,134+23.0% | Added |
| Capital Investment Advisors, LLC | 16,778 | $3.11M | 0.05% | −47−0.3% | Reduced |
| Nilsine Partners, LLC | 16,976 | $3.15M | 0.27% | +532+3.2% | Added |
| Brant Point Investment Management LLC | 17,000 | $3.16M | 0.76% | +7,000+70.0% | Added |
| YHB Investment Advisors, Inc. | 17,020 | $3.16M | 0.22% | +1,463+9.4% | Added |
| Everence Capital Management Inc | 17,153 | $3.18M | 0.19% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 17,206 | $3.19M | 0.14% | +2,248+15.0% | Added |
| Oppenheimer & Co Inc | 17,397 | $3.23M | 0.05% | −11,955−40.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $3.25M | 0.31% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.27M | 0.21% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 17,900 | $3.32M | 0.07% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 17,990 | $3.34M | 0.25% | +17,990 | New |
| V-Square Quantitative Management LLC | 18,082 | $3.36M | 0.35% | −1,678−8.5% | Reduced |
| Wahed Invest LLC | 18,111 | $3.36M | 0.44% | −195−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 20,873 | $3.40M | 0.13% | +3,251+18.4% | Added |
| Sarasin & Partners LLP | 18,434 | $3.42M | 0.04% | −2,199−10.7% | Reduced |
| GWM Advisors LLC | 18,485 | $3.43M | 0.01% | +3,072+19.9% | Added |
| MUFG Securities Americas Inc. | 18,490 | $3.43M | 0.21% | +454+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 18,500 | $3.43M | 0.12% | +383+2.1% | Added |
| Securian Asset Management, Inc | 18,589 | $3.45M | 0.13% | −13,711−42.4% | Reduced |
| Laird Norton Trust Company, LLC | 18,776 | $3.49M | 0.07% | +18,776 | New |
| Capital International Ltd | 18,909 | $3.51M | 0.12% | +18,909 | New |
| Twinbeech Capital LP | 19,000 | $3.53M | 0.25% | +19,000 | New |
| Sequoia Financial Advisors, LLC | 19,002 | $3.53M | 0.02% | +958+5.3% | Added |
| Chesley Taft & Associates LLC | 19,165 | $3.56M | 0.14% | +1,117+6.2% | Added |
| Kinneret Advisory, LLC | 19,269 | $3.58M | 0.30% | −527−2.7% | Reduced |
| Lincluden Management Ltd | 19,273 | $3.58M | 0.30% | −4,377−18.5% | Reduced |
| Jain Global LLC | 19,418 | $3.60M | 0.04% | +19,418 | New |
| Great Diamond Partners, LLC | 19,489 | $3.62M | 0.70% | −240−1.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 19,899 | $3.69M | 0.14% | +3,550+21.7% | Added |
| Asset Planning,Inc | 19,902 | $3.69M | 2.60% | −209−1.0% | Reduced |
| Bleichroeder LP | 20,000 | $3.71M | 0.65% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,085 | $3.73M | 0.09% | +3,792+23.3% | Added |
| Omers Administration Corp | 20,194 | $3.75M | 0.03% | 00.0% | Unchanged |
| FJ Capital Management LLC | 20,975 | $3.89M | 0.43% | −7,870−27.3% | Reduced |
| Raiffeisen Bank International AG | 20,718 | $3.89M | 0.05% | −4,454−17.7% | Reduced |
| Rational Advisors LLC | 21,000 | $3.90M | 0.40% | +21,000 | New |
| Pier 88 Investment Partners LLC | 21,000 | $3.90M | 0.87% | +21,000 | New |
| Argentarii, LLC | 21,107 | $3.92M | 1.32% | +50.0% | Added |
| Steel Peak Wealth Management LLC | 21,115 | $3.92M | 0.13% | +3,785+21.8% | Added |
| Summit Place Financial Advisors, LLC | 21,146 | $3.92M | 1.90% | −1,675−7.3% | Reduced |
| Brentview Investment Management LLC | 21,272 | $3.95M | 1.79% | +21,272 | New |
| BCJ Capital Management, LLC | 21,472 | $3.99M | 0.23% | +21,472 | New |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $4.07M | 0.05% | +614+2.9% | Added |
| Boston Family Office LLC | 22,043 | $4.09M | 0.26% | −3,616−14.1% | Reduced |
| Allworth Financial LP | 22,041 | $4.09M | 0.02% | +285+1.3% | Added |
| Kestra Advisory Services, LLC | 22,152 | $4.11M | 0.02% | +1,645+8.0% | Added |
| Gladstone Institutional Advisory LLC | 22,185 | $4.12M | 0.16% | +342+1.6% | Added |
| Spinnaker Trust | 22,200 | $4.12M | 0.22% | −300−1.3% | Reduced |