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; 1,601 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,437 | $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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 2,715,378 | $495.8M | 0.11% | −56,869−2.1% | Reduced |
| Russell Investments Group, Ltd. | 2,713,841 | $504.0M | 0.55% | −667,625−19.7% | Reduced |
| HSBC Holdings PLC | 2,890,794 | $536.8M | 0.31% | +529,505+22.4% | Added |
| Prudential Financial Inc | 2,929,178 | $543.7M | 0.66% | −178,728−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,185,340 | $591.2M | 0.35% | +16,150+0.5% | Added |
| Cbre Clarion Securities LLC | 3,229,678 | $599.5M | 8.80% | +185,733+6.1% | Added |
| WCM Investment Management, LLC | 3,281,537 | $616.9M | 1.27% | +3,139,923+2,217.2% | Added |
| Amundi | 3,500,893 | $649.8M | 0.18% | −645,562−15.6% | Reduced |
| Resolution Capital Ltd | 3,571,378 | $662.9M | 14.65% | −631,706−15.0% | Reduced |
| Bank of New York Mellon Corp | 4,028,436 | $747.7M | 0.13% | +15,503+0.4% | Added |
| Goldman Sachs Group Inc | 4,474,117 | $830.4M | 0.12% | −1,594,320−26.3% | Reduced |
| Daiwa Securities Group Inc. | 4,477,906 | $831.1M | 2.70% | −429,532−8.8% | Reduced |
| Nuveen, LLC | 5,065,776 | $940.3M | 0.25% | −7,485−0.1% | Reduced |
| Centersquare Investment Management LLC | 5,542,002 | $1.03B | 10.15% | +284,812+5.4% | Added |
| Deutsche Bank AG | 5,736,928 | $1.06B | 0.35% | +990,176+20.9% | Added |
| Invesco Ltd. | 6,916,027 | $1.28B | 0.12% | −90,018−1.3% | Reduced |
| Legal & General Group Plc | 7,307,319 | $1.36B | 0.30% | +586,323+8.7% | Added |
| Dimensional Fund Advisors LP | 8,287,084 | $1.54B | 0.32% | +878,914+11.9% | Added |
| Charles Schwab Investment Management Inc | 8,405,589 | $1.56B | 0.24% | +422,037+5.3% | Added |
| JPMorgan Chase & Co | 8,440,994 | $1.57B | 0.11% | +626,311+8.0% | Added |
| Northern Trust Corp | 8,986,312 | $1.67B | 0.21% | −119,756−1.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,223,095 | $1.71B | 1.50% | +2,043,356+28.5% | Added |
| Morgan Stanley | 10,067,111 | $1.87B | 0.11% | +472,270+4.9% | Added |
| Principal Financial Group Inc | 10,094,083 | $1.87B | 0.96% | −89,976−0.9% | Reduced |
| Capital World Investors | 10,744,520 | $1.99B | 0.27% | +6,497,258+153.0% | Added |
| Price T Rowe Associates Inc | 16,826,035 | $3.12B | 0.34% | +1,734,922+11.5% | Added |
| Geode Capital Management, LLC | 17,007,371 | $3.16B | 0.19% | +774,692+4.8% | Added |
| Wellington Management Group LLP | 18,654,487 | $3.46B | 0.61% | −1,363,479−6.8% | Reduced |
| Bank of America Corp | 20,403,258 | $3.79B | 0.28% | +1,024,668+5.3% | Added |
| FMR LLC | 20,823,073 | $3.86B | 0.20% | +929,150+4.7% | Added |
| Norges Bank | 29,450,268 | $5.47B | 0.58% | +29,450,268 | New |
| Cohen & Steers, Inc. | 33,513,672 | $6.22B | 11.25% | −55,663−0.2% | Reduced |
| State Street Corp | 41,760,328 | $7.75B | 0.26% | +506,374+1.2% | Added |
| Capital International Investors | 47,431,769 | $8.81B | 1.38% | +915,514+2.0% | Added |
| BlackRock, Inc. | 72,780,654 | $13.5B | 0.23% | +3,365,563+4.8% | Added |
| Vanguard Group Inc | 92,421,471 | $17.2B | 0.25% | +2,643,088+2.9% | Added |
| CDKV Holdings LLC | 708 | – | – | +708 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −551,331−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −428,705−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −386,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −172,775−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −165,668−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −107,042−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −101,272−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −87,143−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −65,416−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −52,551−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −32,712−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −32,189−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −29,998−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −19,691−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −19,575−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −17,304−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −16,421−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,731−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −6,010−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Copley Financial Group, Inc. | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −2,312−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| A4 Wealth Advisors LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Brucke Financial, Inc. | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Affinity Wealth LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |