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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 22,251 | $4.13M | 0.06% | −835−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 22,347 | $4.15M | 0.03% | −434−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 22,352 | $4.15M | 0.15% | −1,646−6.9% | Reduced |
| Concurrent Investment Advisors, LLC | 22,422 | $4.16M | 0.05% | +2,922+15.0% | Added |
| UBS Asset Management Americas Inc | 22,474 | $4.17M | 0.00% | +1,379+6.5% | Added |
| Brown Advisory Inc | 22,604 | $4.20M | 0.01% | −1,996−8.1% | Reduced |
| Portfolio Design Labs, LLC | 22,658 | $4.21M | 0.69% | +1,656+7.9% | Added |
| Park Avenue Securities LLC | 22,788 | $4.23M | 0.04% | +4,423+24.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,845 | $4.24M | 0.03% | +1,583+7.4% | Added |
| North Dakota State Investment Board | 22,951 | $4.26M | 0.16% | +22,951 | New |
| Romano Brothers and Company | 23,060 | $4.28M | 0.49% | −1,272−5.2% | Reduced |
| Private Advisor Group, LLC | 23,421 | $4.35M | 0.02% | +1,314+5.9% | Added |
| Assenagon Asset Management S.A. | 23,468 | $4.36M | 0.01% | +256+1.1% | Added |
| Commerce Bank | 23,482 | $4.36M | 0.02% | +2,178+10.2% | Added |
| Westover Capital Advisors, LLC | 23,683 | $4.40M | 0.80% | −1,269−5.1% | Reduced |
| Ostrum Asset Management | 23,714 | $4.40M | 0.21% | −9,289−28.1% | Reduced |
| Horizon Investments, LLC | 23,842 | $4.43M | 0.06% | −22,525−48.6% | Reduced |
| Union Bancaire Privee, UBP SA | 29,950 | $4.45M | 0.07% | +29,950 | New |
| Ascent Group, LLC | 24,081 | $4.47M | 0.15% | +2,296+10.5% | Added |
| Siemens Fonds Invest GmbH | 23,782 | $4.47M | 0.24% | +5,235+28.2% | Added |
| Tokio Marine Asset Management Co Ltd | 24,158 | $4.48M | 0.15% | +1,029+4.4% | Added |
| Gamco Investors, Inc. Et Al | 24,166 | $4.49M | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 24,507 | $4.55M | 0.10% | +15,685+177.8% | Added |
| Bleakley Financial Group, LLC | 24,508 | $4.55M | 0.08% | +1,719+7.5% | Added |
| Atlantic Union Bankshares Corp | 25,117 | $4.66M | 0.09% | +25+0.1% | Added |
| Thames Capital Management LLC | 25,195 | $4.68M | 0.68% | +25,195 | New |
| Banque Cantonale Vaudoise | 25,204 | $4.68M | 0.17% | −14,684−36.8% | Reduced |
| Arkadios Wealth Advisors | 25,418 | $4.72M | 0.09% | +5,564+28.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $4.73M | 0.04% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 25,486 | $4.76M | 0.78% | +20,351+396.3% | Added |
| Landscape Capital Management, L.L.C. | 25,759 | $4.78M | 0.32% | −37,626−59.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,283 | $4.88M | 0.02% | +12,437+89.8% | Added |
| Retirement Management Systems Inc. | 26,302 | $4.88M | 1.25% | +26,302 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 26,380 | $4.90M | 0.34% | −466−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 26,386 | $4.90M | 0.41% | +6,259+31.1% | Added |
| AMF Pensionsforsakring AB | 26,507 | $4.92M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 26,576 | $4.93M | 0.03% | +1,738+7.0% | Added |
| Rainey & Randall Investment Management Inc. | 26,647 | $4.95M | 0.81% | −931−3.4% | Reduced |
| Red Cedar Investment Management, LLC | 26,882 | $4.99M | 0.54% | +6,442+31.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,131 | $5.04M | 0.01% | −310,345−92.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 27,288 | $5.06M | 0.22% | +2,129+8.5% | Added |
| Spire Wealth Management | 27,333 | $5.07M | 0.17% | +23,147+553.0% | Added |
| MUFG Securities EMEA plc | 28,136 | $5.22M | 0.06% | +15,334+119.8% | Added |
| Pensionfund Sabic | 28,559 | $5.30M | 1.44% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 29,185 | $5.42M | 0.13% | +1,591+5.8% | Added |
| Blair William & Co | 29,941 | $5.56M | 0.01% | −1,837−5.8% | Reduced |
| VMS Asset Management Limited | 29,950 | $5.56M | 2.14% | +29,950 | New |
| Meiji Yasuda America Inc | 29,993 | $5.57M | 1.28% | +29,993 | New |
| Beacon Financial Planning, Inc | 30,046 | $5.58M | 2.69% | +1,927+6.9% | Added |
| D L Carlson Investment Group Inc | 30,305 | $5.62M | 0.95% | −396−1.3% | Reduced |
| New Mexico Educational Retirement Board | 30,748 | $5.71M | 0.17% | +2,700+9.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,138 | $5.78M | 0.03% | +1,731+5.9% | Added |
| Nomura Holdings Inc | 31,197 | $5.79M | 0.02% | −38,010−54.9% | Reduced |
| First Pacific Financial | 31,300 | $5.81M | 0.76% | −1,977−5.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $5.87M | 0.41% | 00.0% | Unchanged |
| Legacy CG, LLC | 31,964 | $5.93M | 1.66% | −428−1.3% | Reduced |
| Merit Financial Group, LLC | 32,117 | $5.96M | 0.05% | +2,470+8.3% | Added |
| Azzad Asset Management Inc | 32,429 | $6.02M | 0.59% | +5,217+19.2% | Added |
| Brinker Capital Investments, LLC | 32,575 | $6.05M | 0.04% | +4,386+15.6% | Added |
| Stevens Capital Management LP | 32,746 | $6.08M | 2.14% | −13,803−29.7% | Reduced |
| Westwood Holdings Group Inc. | 32,983 | $6.12M | 0.05% | +25,479+339.5% | Added |
| Indivisible Partners | 33,112 | $6.15M | 0.67% | +33,112 | New |
| Bokf, NA | 33,310 | $6.18M | 0.09% | +24,546+280.1% | Added |
| Vontobel Holding Ltd. | 33,353 | $6.19M | 0.02% | −88−0.3% | Reduced |
| Sterling Capital Management LLC | 33,421 | $6.20M | 0.10% | −2,672−7.4% | Reduced |
| Patton Fund Management, Inc. | 33,422 | $6.20M | 0.83% | +11,935+55.5% | Added |
| Beck Capital Management, LLC | 33,826 | $6.28M | 1.49% | +546+1.6% | Added |
| Vident Advisory, LLC | 33,859 | $6.28M | 0.06% | −14,461−29.9% | Reduced |
| Gulf International Bank (UK) Ltd | 33,976 | $6.31M | 0.20% | +56+0.2% | Added |
| Maryland State Retirement & Pension System | 34,659 | $6.43M | 0.13% | +1,300+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,715 | $6.44M | 0.17% | −5,614−13.9% | Reduced |
| Asset Planning Services Inc | 35,035 | $6.50M | 2.87% | +35,035 | New |
| Louisiana State Employees Retirement System | 35,100 | $6.51M | 0.11% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 35,458 | $6.58M | 2.15% | +2,406+7.3% | Added |
| KMG Fiduciary Partners, LLC | 35,506 | $6.59M | 0.47% | −148−0.4% | Reduced |
| Boothbay Fund Management, LLC | 35,515 | $6.59M | 0.17% | +7,625+27.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 35,627 | $6.61M | 0.06% | +2,679+8.1% | Added |
| Longbow Finance SA | 35,681 | $6.62M | 1.12% | −23,214−39.4% | Reduced |
| Warren Averett Asset Management, LLC | 35,800 | $6.64M | 0.05% | −5,312−12.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,831 | $6.65M | 0.02% | +3,235+9.9% | Added |
| OpenArc Corporate Advisory, LLC | 36,456 | $6.77M | 0.11% | +36,456 | New |
| Agf Management Ltd | 36,553 | $6.78M | 0.03% | −23,105−38.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,607 | $6.79M | 0.09% | +3,406+10.3% | Added |
| Crossmark Global Holdings, Inc. | 37,090 | $6.88M | 0.10% | +12,953+53.7% | Added |
| Brasada Capital Management, LP | 37,554 | $7.02M | 1.21% | −1,954−4.9% | Reduced |
| Walleye Capital LLC | 38,536 | $7.15M | 0.04% | +22,263+136.8% | Added |
| Kestra Private Wealth Services, LLC | 38,845 | $7.21M | 0.09% | +5,766+17.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 39,099 | $7.35M | 0.02% | +39,099 | New |
| Hartford Investment Management Co | 39,710 | $7.37M | 0.22% | +438+1.1% | Added |
| ExodusPoint Capital Management, LP | 40,031 | $7.43M | 0.08% | +40,031 | New |
| Carret Asset Management, LLC | 40,447 | $7.51M | 0.71% | −1,164−2.8% | Reduced |
| Empowered Funds, LLC | 40,704 | $7.56M | 0.13% | −3,251−7.4% | Reduced |
| Neo Ivy Capital Management | 40,704 | $7.56M | 1.19% | +40,704 | New |
| Generali Asset Management SPA SGR | 40,792 | $7.57M | 0.15% | +10,011+32.5% | Added |
| Spirit of America Management Corp | 41,425 | $7.69M | 1.63% | +1,600+4.0% | Added |
| DoubleLine ETF Adviser LP | 41,432 | $7.69M | 2.31% | +3,500+9.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 41,651 | $7.73M | 0.37% | −2,261−5.1% | Reduced |
| Kentucky Retirement Systems | 42,016 | $7.80M | 0.21% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 42,265 | $7.84M | 0.10% | −1,698−3.9% | Reduced |
| Allianz SE | 42,397 | $7.87M | 0.10% | +34,287+422.8% | Added |