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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,438 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2025: $125.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2025.

Institutions holding WELL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Axxcess Wealth Management, LLC1,137$211.0K0.00%+1,137New
Tradition Wealth Management, LLC1,144$212.3K0.02%+21+1.9%Added
Kathmere Capital Management, LLC1,144$212.3K0.01%+1,144New
Capital Performance Advisors LLP1,146$212.7K0.02%+1,146New
Jaffetilchin Investment Partners, LLC1,147$212.8K0.01%+1,147New
Birch Hill Investment Advisors LLC1,152$213.8K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.1,153$214.0K0.02%00.0%Unchanged
Cambient Family Office, LLC1,158$214.9K0.03%+1,158New
West Michigan Advisors, LLC1,162$215.7K0.05%+1+0.1%Added
Cidel Asset Management Inc1,169$217.0K0.02%−106−8.3%Reduced
Van Cleef Asset Management,Inc1,172$217.5K0.02%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,174$217.9K0.09%00.0%Unchanged
Silverlake Wealth Management LLC1,176$218.4K0.05%−25−2.1%Reduced
Bingham Private Wealth, LLC1,185$219.9K0.19%+1,185New
StoryOne LLC0$220.1K0.13%0New
True North Advisors, LLC1,187$220.3K0.03%−73−5.8%Reduced
Keebeck Wealth Management, LLC1,187$220.3K0.03%+24+2.1%Added
Private Trust Co NA1,190$220.9K0.02%+242+25.5%Added
Elite Life Management LLC1,128$221.0K0.36%+1,128New
Samalin Investment Counsel, LLC1,200$222.7K0.08%−40−3.2%Reduced
Mattern Wealth Management LLC1,200$222.7K0.04%−200−14.3%Reduced
Jag Capital Management, LLC1,200$222.7K0.02%00.0%Unchanged
Sterling Investment Advisors, Ltd.1,200$222.7K0.04%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1,203$223.3K0.04%+115+10.6%Added
NorthCrest Asset Manangement, LLC1,219$225.2K0.01%−475−28.0%Reduced
Charter Trust Co1,214$225.3K0.01%−12−1.0%Reduced
FLC Capital Advisors1,215$225.5K0.04%00.0%Unchanged
Kovack Advisors, Inc.1,217$225.9K0.01%+1,217New
Allen Capital Group, LLC1,220$226.4K0.02%+34+2.9%Added
Key Financial Inc1,231$228.5K0.04%00.0%Unchanged
PUREfi Wealth, LLC1,235$229.2K0.18%−279−18.4%Reduced
Jackson Hole Capital Partners, LLC1,235$229.2K0.04%00.0%Unchanged
London & Capital Asset Management Ltd1,237$229.5K0.00%+1,237New
Holderness Investments Co1,237$229.6K0.05%+60+5.1%Added
TABR Capital Management, LLC1,239$230.0K0.15%−88−6.6%Reduced
Scotia Capital Inc.1,245$231.0K0.00%+13+1.1%Added
Old Port Advisors1,247$231.5K0.06%+9+0.7%Added
Compass Wealth Management, LLC1,250$232.0K0.10%00.0%Unchanged
Munich Reinsurance Co Stock Corp in Munich1,238$232.7K0.01%+252+25.6%Added
Beacon Financial Group1,255$232.9K0.02%+5+0.4%Added
Centurion Wealth Management LLC1,260$233.9K0.05%00.0%Unchanged
Kanawha Capital Management LLC1,262$234.2K0.02%−383−23.3%Reduced
TrustBank1,263$234.4K0.10%+1,263New
Wedgewood Investors Inc1,268$235.4K0.27%00.0%Unchanged
Engineers Gate Manager LP1,272$236.1K0.00%+1,272New
Wright Wealth LLC1,273$236.3K0.15%+1,273New
Cornerstone Financial Management LLC1,274$236.5K0.22%+1,274New
Asset One Wealth Management LLC1,262$236.5K0.03%+1,262New
Allen Mooney & Barnes Investment Advisors LLC1,283$238.1K0.04%−11−0.9%Reduced
Core Wealth Partners LLC1,284$238.3K0.11%+155+13.7%Added
Perennial Investment Advisors, LLC1,288$239.1K0.02%+1,288New
Park National Corp1,290$239.4K0.01%+118+10.1%Added
Dynamic Advisor Solutions LLC1,297$240.7K0.01%−637−32.9%Reduced
Wharton Business Group, LLC1,300$241.3K0.01%00.0%Unchanged
Focus Financial Network, Inc.1,301$241.6K0.01%−415−24.2%Reduced
111 Capital1,317$244.4K0.05%+94+7.7%Added
RFG Advisory, LLC1,326$246.0K0.00%−39−2.9%Reduced
Private Management Group Inc1,330$246.9K0.01%00.0%Unchanged
Drucker Wealth 3.0, LLC1,335$247.7K0.04%+5+0.4%Added
DRW Securities, LLC1,350$250.6K0.02%−22,610−94.4%Reduced
Aberdeen Wealth Management LLC1,350$250.6K0.12%00.0%Unchanged
Diversified Enterprises, LLC1,352$250.9K0.01%+1,352New
Aspire Private Capital, LLC1,356$251.6K0.06%+2+0.1%Added
Carr Financial Group Corp1,358$252.0K0.07%−390−22.3%Reduced
Cooper Financial Group1,361$252.6K0.03%+107+8.5%Added
Focused Wealth Management, Inc1,361$252.6K0.03%+1+0.1%Added
Harmony Asset Management LLC1,368$253.9K0.09%+17+1.3%Added
Investment Advisory Services Inc1,380$256.1K0.08%00.0%Unchanged
Prelude Capital Management, LLC1,382$256.5K0.02%+1,382New
FourThought Financial Partners, LLC1,383$256.7K0.02%−70−4.8%Reduced
Argent Advisors, Inc.1,384$256.9K0.07%+170+14.0%Added
MV Capital Management, Inc.1,384$256.9K0.02%00.0%Unchanged
Verdence Capital Advisors LLC1,385$257.1K0.02%+56+4.2%Added
Stonebridge Capital Advisors LLC1,390$258.0K0.02%+2+0.1%Added
Colonial Trust Advisors1,392$258.4K0.02%00.0%Unchanged
Cyndeo Wealth Partners, LLC1,392$258.4K0.01%+131+10.4%Added
Abel Hall, LLC1,395$258.8K0.06%+1,395New
International Assets Investment Management, LLC1,416$262.9K0.02%+1,416New
Jackson Thornton Asset Management, LLC1,418$263.3K0.02%+1,418New
Vectors Research Management, LLC1,422$264.0K0.08%00.0%Unchanged
Sovran Advisors, LLC1,404$264.2K0.02%+78+5.9%Added
Revolve Wealth Partners, LLC1,430$265.4K0.03%+4+0.3%Added
Oxford Financial Group Ltd1,432$265.8K0.01%+37+2.7%Added
One Degree Advisors Inc1,438$266.0K0.07%−445−23.6%Reduced
Concorde Asset Management, LLC1,444$268.1K0.11%−40−2.7%Reduced
Capstone Wealth Management Group, LLC1,445$268.2K0.11%+6+0.4%Added
Fairscale Capital, LLC1,448$268.8K0.18%00.0%Unchanged
Werba Rubin Papier Wealth Management1,450$269.2K0.07%+58+4.2%Added
AdvisorNet Financial, Inc1,460$271.0K0.01%+37+2.6%Added
Mount Yale Investment Advisors, LLC1,477$274.1K0.01%−2,484−62.7%Reduced
FineMark National Bank & Trust1,486$275.8K0.01%00.0%Unchanged
Courier Capital LLC1,487$276.0K0.02%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP1,487$276.0K0.03%00.0%Unchanged
Holistic Planning, LLC1,489$276.3K0.06%+1,489New
Procyon Private Wealth Partners, LLC1,492$276.9K0.01%+1,492New
Kane Investment Management, Inc.1,496$277.6K0.13%+1,496New
Hanson & Doremus Investment Management1,500$278.0K0.03%00.0%Unchanged
Challenger Wealth Management1,502$278.8K0.21%+6+0.4%Added
Camden Capital, LLC1,506$279.7K0.02%+8+0.5%Added
Avestar Capital, LLC1,510$280.3K0.02%−86−5.4%Reduced