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.
| 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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 350 | $65.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 361 | $67.0K | 0.01% | −49−12.0% | Reduced |
| Atlas Capital Advisors LLC | 366 | $67.9K | 0.01% | +366 | New |
| TCTC Holdings, LLC | 379 | $70.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 386 | $71.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 386 | $71.6K | 0.01% | +93+31.7% | Added |
| GW&K Investment Management, LLC | 392 | $73.0K | 0.00% | +32+8.9% | Added |
| Deseret Mutual Benefit Administrators | 394 | $73.1K | 0.03% | −35−8.2% | Reduced |
| Private Wealth Asset Management, LLC | 395 | $73.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $74.2K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $74.2K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 405 | $75.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 412 | $76.5K | 0.00% | −8−1.9% | Reduced |
| Salomon & Ludwin, LLC | 419 | $77.4K | 0.01% | +83+24.7% | Added |
| Garton & Associates Financial Advisors LLC | 419 | $77.7K | 0.04% | +419 | New |
| Franchise GP Ltd | 449 | $83.3K | 0.10% | +449 | New |
| Pinnacle Bancorp, Inc. | 450 | $83.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 461 | $85.6K | 0.06% | −261−36.1% | Reduced |
| Elequin Capital LP | 486 | $90.2K | 0.01% | +486 | New |
| Rosenberg Matthew Hamilton | 491 | $91.1K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 496 | $92.1K | 0.01% | +45+10.0% | Added |
| MidAtlantic Capital Management, Inc. | 500 | $92.8K | 0.06% | +500 | New |
| Catalyst Capital Advisors LLC | 505 | $93.7K | 0.00% | −364−41.9% | Reduced |
| Valley National Advisers Inc | 512 | $95.0K | 0.01% | +2+0.4% | Added |
| Bank & Trust Co | 550 | $102.1K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 562 | $104.3K | 0.01% | +39+7.5% | Added |
| Manchester Capital Management LLC | 563 | $104.5K | 0.01% | +40+7.6% | Added |
| MeadowBrook Investment Advisors LLC | 574 | $106.5K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 583 | $108.1K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 588 | $109.1K | 0.04% | −84−12.5% | Reduced |
| Cape Investment Advisory, Inc. | 591 | $109.7K | 0.03% | +162+37.8% | Added |
| Cullen/Frost Bankers, Inc. | 592 | $109.8K | 0.00% | +168+39.6% | Added |
| Eastern Bank | 631 | $117.1K | 0.00% | +131+26.2% | Added |
| WPG Advisers, LLC | 643 | $119.3K | 0.09% | +452+236.6% | Added |
| Wiser Advisor Group LLC | 657 | $121.9K | 0.14% | +1+0.2% | Added |
| Golden State Wealth Management, LLC | 663 | $123.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 671 | $124.5K | 0.02% | +486+262.7% | Added |
| ORG Partners LLC | 680 | $126.2K | 0.02% | +18+2.7% | Added |
| Essential Partners LLC | 681 | $126.4K | 0.04% | −569−45.5% | Reduced |
| Global X Japan Co., Ltd. | 682 | $126.6K | 0.01% | −728−51.6% | Reduced |
| Glen Eagle Advisors, LLC | 698 | $129.6K | 0.02% | −67−8.8% | Reduced |
| Trust Co of Vermont | 699 | $129.7K | 0.01% | +177+33.9% | Added |
| Flagship Wealth Advisors, LLC | 700 | $129.9K | 0.04% | −15−2.1% | Reduced |
| Webster Bank, N. A. | 700 | $129.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 700 | $129.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 711 | $132.0K | 0.07% | +466+190.2% | Added |
| Inlight Wealth Management, LLC | 720 | $133.6K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 740 | $137.4K | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 757 | $141.0K | 0.01% | +599+379.1% | Added |
| GHP Investment Advisors, Inc. | 775 | $143.8K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 789 | $146.4K | 0.15% | +763+2,934.6% | Added |
| CVA Family Office, LLC | 793 | $147.2K | 0.02% | +17+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 800 | $148.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 800 | $148.5K | 0.05% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 817 | $151.6K | 0.08% | +106+14.9% | Added |
| UMA Financial Services, Inc. | 818 | $151.9K | 0.02% | +17+2.1% | Added |
| HM Payson & Co | 830 | $154.1K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 834 | $154.8K | 0.11% | +834 | New |
| Atlantic Trust, LLC | 871 | $161.7K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 873 | $162.0K | 0.00% | −247−22.1% | Reduced |
| Sit Investment Associates Inc | 885 | $164.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 900 | $167.0K | 0.10% | +900 | New |
| ORG Wealth Partners, LLC | 921 | $170.9K | 0.04% | −46−4.8% | Reduced |
| Ameriflex Group, Inc. | 925 | $171.8K | 0.09% | −698−43.0% | Reduced |
| Family Capital Trust Co | 931 | $172.8K | 0.06% | +11+1.2% | Added |
| Colonial Trust Co | 938 | $174.1K | 0.02% | −227−19.5% | Reduced |
| SageView Advisory Group, LLC | 940 | $174.6K | 0.01% | +940 | New |
| North Star Investment Management Corp. | 961 | $178.3K | 0.01% | +5+0.5% | Added |
| DV Equities, LLC | 967 | $179.5K | 0.03% | +967 | New |
| Bollard Group LLC | 979 | $182.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,003 | $186.2K | 0.01% | +337+50.6% | Added |
| Clear Street Markets LLC | 1,018 | $189.0K | 0.03% | −137−11.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,030 | $191.2K | 0.07% | +996+2,929.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,046 | $194.2K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,052 | $195.2K | 0.08% | −12−1.1% | Reduced |
| City State Bank | 1,058 | $196.4K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,064 | $197.5K | 0.03% | +63+6.3% | Added |
| Tritonpoint Wealth, LLC | 1,083 | $200.9K | 0.02% | −117−9.8% | Reduced |
| Greenwich Wealth Management LLC | 1,081 | $201.0K | 0.01% | +1,081 | New |
| Ieq Capital, LLC | 1,088 | $201.9K | 0.00% | −46,661−97.7% | Reduced |
| First National Trust Co | 1,091 | $202.5K | 0.01% | +1,091 | New |
| Fundamentun, LLC | 1,094 | $203.1K | 0.01% | −113−9.4% | Reduced |
| Alpha Zero LLC | 1,097 | $203.6K | 0.11% | −174−13.7% | Reduced |
| Abacus Planning Group, Inc. | 1,097 | $203.6K | 0.03% | −68−5.8% | Reduced |
| Optimize Financial Inc | 1,098 | $203.8K | 0.10% | +1,098 | New |
| Advus Financial Partners, LLC | 1,101 | $204.4K | 0.05% | +1,101 | New |
| Certified Advisory Corp | 1,102 | $204.5K | 0.02% | +1,102 | New |
| Arcadia Investment Management Corp | 1,103 | $204.7K | 0.03% | +2+0.2% | Added |
| Longboard Asset Management, LP | 1,106 | $205.3K | 1.31% | +1,106 | New |
| Calamos Wealth Management LLC | 1,109 | $205.8K | 0.01% | +1,109 | New |
| Birch Financial Group, LLC | 1,113 | $206.5K | 0.12% | −15−1.3% | Reduced |
| Intellus Advisors LLC | 1,113 | $206.6K | 0.03% | +1,113 | New |
| Hilltop Wealth Advisors, LLC | 1,114 | $206.8K | 0.10% | +1,114 | New |
| Successful Portfolios LLC | 1,113 | $207.1K | 0.11% | −12−1.1% | Reduced |
| Parkway Wealth Management Group, LLC | 1,119 | $207.7K | 0.03% | +1,119 | New |
| Graves-Light Private Wealth Management, Inc. | 1,120 | $207.9K | 0.02% | +1,120 | New |
| Anchyra Partners LLC | 1,128 | $209.4K | 0.06% | +1,128 | New |
| NorthRock Partners, LLC | 1,129 | $209.6K | 0.00% | −6,956−86.0% | Reduced |
| Clark Capital Management Group, Inc. | 1,135 | $210.7K | 0.00% | +1,135 | New |
| Havemeyer Place LP | 1,136 | $210.9K | 0.04% | +1,136 | New |