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 |
|---|---|---|---|---|---|
| Osmosis Investment Management UK Ltd | 42,421 | $7.87M | 0.20% | +42,421 | New |
| Azimuth Capital Investment Management LLC | 42,797 | $7.94M | 0.28% | −13,552−24.1% | Reduced |
| Vise Technologies, Inc. | 42,890 | $7.96M | 0.16% | +9,198+27.3% | Added |
| Naviter Wealth, LLC | 42,929 | $7.97M | 1.04% | −3,896−8.3% | Reduced |
| Windward Capital Management Co | 42,995 | $7.98M | 0.63% | −2,770−6.1% | Reduced |
| Millennium Management LLC | 43,212 | $8.02M | 0.01% | −422,794−90.7% | Reduced |
| Vanderbilt University | 44,143 | $8.19M | 1.40% | +534+1.2% | Added |
| Advisors Management Group Inc | 44,275 | $8.22M | 1.50% | −2,451−5.2% | Reduced |
| Callahan Advisors, LLC | 44,585 | $8.28M | 0.68% | −1,212−2.6% | Reduced |
| Triasima Portfolio Management inc. | 44,659 | $8.29M | 1.24% | −1,550−3.4% | Reduced |
| Triglav Skladi, D.O.O. | 47,166 | $8.75M | 0.55% | +35,566+306.6% | Added |
| Consolidated Planning Corp | 47,374 | $8.79M | 0.89% | −4,545−8.8% | Reduced |
| Pathstone Holdings, LLC | 48,160 | $8.94M | 0.03% | +1,398+3.0% | Added |
| Man Group plc | 49,043 | $9.10M | 0.02% | +7,482+18.0% | Added |
| Tudor Investment Corp Et Al | 49,300 | $9.15M | 0.05% | +49,300 | New |
| Signature Estate & Investment Advisors LLC | 49,354 | $9.16M | 0.18% | +1,974+4.2% | Added |
| GeoWealth Management, LLC | 49,773 | $9.24M | 0.34% | +2,537+5.4% | Added |
| Kingdon Capital Management, L.L.C. | 50,000 | $9.28M | 1.42% | −10,000−16.7% | Reduced |
| Greenland Capital Management LP | 50,354 | $9.35M | 1.35% | −11,302−18.3% | Reduced |
| Intech Investment Management LLC | 50,599 | $9.39M | 0.08% | −11,755−18.9% | Reduced |
| Elo Mutual Pension Insurance Co | 50,642 | $9.40M | 0.14% | −11,256−18.2% | Reduced |
| Pinnacle Associates Ltd | 51,643 | $9.59M | 0.12% | −954−1.8% | Reduced |
| Brookstone Capital Management | 52,177 | $9.68M | 0.11% | +6,818+15.0% | Added |
| Pensionfund DSM Netherlands | 52,753 | $9.79M | 6.45% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 53,123 | $9.86M | 1.99% | +129+0.2% | Added |
| Atria Investments LLC | 53,196 | $9.87M | 0.11% | +2,413+4.8% | Added |
| Windle Wealth, LLC | 53,381 | $9.91M | 4.44% | −2,659−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 53,553 | $9.94M | 0.26% | −2,704−4.8% | Reduced |
| CI Private Wealth, LLC | 54,067 | $10.0M | 0.01% | +3,915+7.8% | Added |
| Aptus Capital Advisors, LLC | 54,276 | $10.1M | 0.09% | +2,128+4.1% | Added |
| DuPont Capital Management Corp | 54,536 | $10.1M | 1.14% | −19,200−26.0% | Reduced |
| Harbour Trust & Investment Management Co | 54,607 | $10.1M | 1.03% | −110.0% | Reduced |
| Entropy Technologies, LP | 54,824 | $10.2M | 0.55% | −6,811−11.1% | Reduced |
| CWM, LLC | 54,923 | $10.2M | 0.03% | −3,617−6.2% | Reduced |
| Tiaa Trust, National Association | 55,469 | $10.3M | 0.02% | −67,811−55.0% | Reduced |
| AIA Group Ltd | 55,753 | $10.3M | 0.15% | +31,753+132.3% | Added |
| Mizuho Securities USA LLC | 49,974 | $10.4M | 0.17% | +1,261+2.6% | Added |
| LGT Group Foundation | 55,313 | $10.4M | 0.11% | −5,630−9.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,943 | $10.8M | 0.09% | −26,827−31.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 58,137 | $10.9M | 0.02% | +3,911+7.2% | Added |
| Pacer Advisors, Inc. | 58,697 | $10.9M | 0.03% | +5,344+10.0% | Added |
| Fred Alger Management, LLC | 59,419 | $11.0M | 0.04% | −16,717−22.0% | Reduced |
| Advisors Asset Management, Inc. | 60,213 | $11.2M | 0.19% | +1,921+3.3% | Added |
| US Bancorp | 62,337 | $11.6M | 0.01% | +11,937+23.7% | Added |
| Allstate Corp | 63,422 | $11.8M | 0.16% | +34,466+119.0% | Added |
| MML Investors Services, LLC | 63,502 | $11.8M | 0.03% | +19,594+44.6% | Added |
| Worldquant Millennium Advisors LLC | 64,190 | $11.9M | 0.05% | −234,427−78.5% | Reduced |
| DLD Asset Management, LP | 65,720 | $12.2M | 1.27% | +1,925+3.0% | Added |
| Central Trust Co | 67,035 | $12.4M | 0.24% | −3,333−4.7% | Reduced |
| GDS Wealth Management | 67,828 | $12.6M | 0.79% | +4,065+6.4% | Added |
| Oppenheimer Asset Management Inc. | 67,899 | $12.6M | 0.15% | +5,712+9.2% | Added |
| Norinchukin Bank, The | 69,123 | $12.8M | 0.15% | +2,508+3.8% | Added |
| CWM Advisors, LLC | 69,259 | $12.9M | 1.16% | +8,218+13.5% | Added |
| Mediolanum International Funds Ltd | 68,778 | $12.9M | 0.13% | −100,519−59.4% | Reduced |
| Lido Advisors, LLC | 71,555 | $13.0M | 0.05% | +1,129+1.6% | Added |
| Truist Financial Corp | 70,074 | $13.0M | 0.02% | +19,100+37.5% | Added |
| OP Asset Management Ltd | 73,075 | $13.6M | 0.17% | +3,332+4.8% | Added |
| Trust Co of Toledo NA | 73,277 | $13.6M | 1.34% | −1,878−2.5% | Reduced |
| Westpac Banking Corp | 73,591 | $13.7M | 0.86% | −2,400−3.2% | Reduced |
| QRG Capital Management, Inc. | 74,058 | $13.7M | 0.15% | +2,687+3.8% | Added |
| Investment Management Corp of Ontario | 74,836 | $13.9M | 0.18% | +12,746+20.5% | Added |
| Susquehanna International Group, LLP | 75,080 | $13.9M | 0.02% | +1,258+1.7% | Added |
| Avanza Fonder AB | 75,615 | $14.0M | 0.36% | +5,156+7.3% | Added |
| Chilton Capital Management LLC | 76,432 | $14.2M | 0.49% | −7,255−8.7% | Reduced |
| Janney Montgomery Scott LLC | 77,095 | $14.3M | 0.03% | +3,845+5.2% | Added |
| Mutual of America Capital Management LLC | 77,152 | $14.3M | 0.15% | +602+0.8% | Added |
| Venture Visionary Partners LLC | 74,144 | $14.3M | 0.47% | −3,461−4.5% | Reduced |
| Waratah Capital Advisors Ltd. | 77,730 | $14.4M | 1.10% | −7,107−8.4% | Reduced |
| Oregon Public Employees Retirement Fund | 78,635 | $14.6M | 0.19% | +2,135+2.8% | Added |
| Cander Asset Management LP | 79,615 | $14.8M | 2.73% | +79,615 | New |
| Rafferty Asset Management, LLC | 79,903 | $14.8M | 0.05% | −3,393−4.1% | Reduced |
| Abn Amro Investment Solutions | 80,620 | $15.0M | 0.22% | +26,106+47.9% | Added |
| Captrust Financial Advisors | 82,000 | $15.2M | 0.03% | −707−0.9% | Reduced |
| Wealthfront Advisers LLC | 82,248 | $15.3M | 0.03% | +4,313+5.5% | Added |
| JustInvest LLC | 84,237 | $15.6M | 0.15% | +6,384+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 85,817 | $15.9M | 0.01% | −1,481−1.7% | Reduced |
| Mariner, LLC | 85,839 | $15.9M | 0.02% | −22,456−20.7% | Reduced |
| Oddo BHF Asset Management SAS | 86,147 | $16.0M | 0.60% | +45,391+111.4% | Added |
| Public Employees Retirement Association of Colorado | 86,211 | $16.0M | 0.06% | +312+0.4% | Added |
| Fifth Third Bancorp | 87,286 | $16.2M | 0.05% | +1,333+1.6% | Added |
| Commonwealth Equity Services, LLC | 88,257 | $16.4M | 0.02% | +2,750+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 89,117 | $16.5M | 0.06% | +2,314+2.7% | Added |
| Keybank National Association | 89,545 | $16.6M | 0.06% | −1,327−1.5% | Reduced |
| GSI Capital Advisors LLC | 89,689 | $16.6M | 9.32% | +1,280+1.4% | Added |
| Knights of Columbus Asset Advisors LLC | 90,757 | $16.8M | 0.96% | −27,668−23.4% | Reduced |
| Rakuten Investment Management, Inc. | 89,544 | $17.0M | 0.06% | +76,022+562.2% | Added |
| Easterly Investment Partners LLC | 92,403 | $17.2M | 1.05% | +59,967+184.9% | Added |
| Appleton Partners Inc | 92,966 | $17.3M | 1.14% | +3,386+3.8% | Added |
| M&T Bank Corp | 94,194 | $17.5M | 0.06% | +75,687+409.0% | Added |
| ASR Vermogensbeheer N.V. | 95,577 | $17.7M | 0.21% | +24,744+34.9% | Added |
| HighTower Advisors, LLC | 95,990 | $17.8M | 0.02% | +2,561+2.7% | Added |
| Connors Investor Services Inc | 96,991 | $18.0M | 1.55% | −3,229−3.2% | Reduced |
| New Age Alpha Advisors, LLC | 97,675 | $18.1M | 0.78% | −10,307−9.5% | Reduced |
| Ossiam | 98,616 | $18.3M | 0.37% | +87,117+757.6% | Added |
| New York Life Investment Management LLC | 99,222 | $18.4M | 0.16% | +1,856+1.9% | Added |
| La Banque Postale Asset Management SA | 99,444 | $18.5M | 0.21% | +74,995+306.7% | Added |
| O'Shaughnessy Asset Management, LLC | 104,884 | $19.5M | 0.11% | +10,917+11.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 104,967 | $19.5M | 0.54% | −16,441−13.5% | Reduced |
| Yousif Capital Management, LLC | 103,795 | $19.5M | 0.21% | −3,264−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 105,233 | $19.5M | 0.16% | −3,129−2.9% | Reduced |