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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
Onyx Bridge Wealth Group LLC1,513$280.8K0.03%−2−0.1%Reduced
Kohmann Bosshard Financial Services, LLC1,519$281.9K0.03%00.0%Unchanged
Fortitude Advisory Group L.L.C.1,544$286.6K0.12%−50−3.1%Reduced
Westside Investment Management, Inc.1,538$287.2K0.05%00.0%Unchanged
Quent Capital, LLC1,554$288.4K0.02%+242+18.4%Added
Northcape Wealth Management, LLC1,555$288.5K0.08%−341−18.0%Reduced
Delta Investment Management, LLC1,555$288.7K0.05%+1,555New
Forum Financial Management, LP1,556$288.8K0.00%+1,556New
Strategic Wealth Partners, Ltd.1,557$289.0K0.02%00.0%Unchanged
PCM Encore, LLC1,559$289.4K0.06%+1,559New
Founders Financial Securities LLC1,564$290.2K0.02%+87+5.9%Added
Bogart Wealth, LLC1,567$290.9K0.01%00.0%Unchanged
May Hill Capital, LLC1,567$290.9K0.08%+136+9.5%Added
Stonebrook Private Inc.1,579$293.1K0.06%+24+1.5%Added
Hunter Associates Investment Management LLC1,600$297.0K0.04%00.0%Unchanged
Liberty Wealth Management LLC1,616$299.9K0.04%+27+1.7%Added
Alongside, LLC1,621$300.9K0.10%+1,621New
Analyst IMS Investment Management Services Ltd.1,624$301.0K0.01%−12−0.7%Reduced
Cornerstone Wealth Group, LLC1,632$302.9K0.02%+95+6.2%Added
Advisors Capital Management, LLC1,636$303.8K0.00%+118+7.8%Added
Clear Trail Advisors, LLC1,639$304.2K0.07%+1,639New
Flagship Harbor Advisors, LLC1,640$304.4K0.01%−288−14.9%Reduced
Capital Investment Advisory Services, LLC1,641$304.6K0.02%+135+9.0%Added
Natural Investments, LLC1,646$305.0K0.08%+236+16.7%Added
Washington Trust Co1,645$305.3K0.01%+1,645New
Mechanics Bank Trust Department1,649$306.1K0.04%00.0%Unchanged
XML Financial, LLC1,652$306.7K0.03%+318+23.8%Added
Rothschild Investment LLC1,653$306.9K0.02%+36+2.2%Added
Leavell Investment Management, Inc.1,659$307.9K0.01%+59+3.7%Added
Cambiar Investors LLC1,661$308.3K0.01%−506−23.4%Reduced
Regent Peak Wealth Advisors LLC1,671$310.2K0.06%−46−2.7%Reduced
KCM Investment Advisors LLC1,678$311.5K0.01%+52+3.2%Added
Bridgewater Advisors Inc.1,779$312.7K0.02%+135+8.2%Added
Moody National Bank Trust Division1,688$313.3K0.03%+143+9.3%Added
Avidian Wealth Solutions, LLC1,690$313.7K0.01%+123+7.8%Added
WealthShield Partners, LLC1,690$313.7K0.03%+1,690New
Magnetar Financial LLC1,691$313.9K0.00%+1,691New
Regions Financial Corp1,694$314.4K0.00%−203−10.7%Reduced
Lafayette Investments, Inc.1,699$315.4K0.06%00.0%Unchanged
Middleton & Co Inc1,700$315.5K0.03%00.0%Unchanged
Fell Capital Management1,700$315.5K0.31%+1,700New
Soltis Investment Advisors LLC1,701$315.7K0.02%+143+9.2%Added
Clarius Group, LLC1,703$316.1K0.02%−143−7.7%Reduced
Trust Point Inc.1,706$316.6K0.03%−296−14.8%Reduced
Onefund, LLC1,707$316.8K0.19%+125+7.9%Added
Fisher Asset Management, LLC1,710$317.4K0.00%+123+7.8%Added
Motco1,714$318.1K0.03%00.0%Unchanged
Cahill Financial Advisors Inc1,719$319.0K0.03%+1+0.1%Added
Everpar Advisors LLC1,719$319.1K0.12%+1,719New
Optas, LLC1,721$319.4K0.05%−15−0.9%Reduced
AlphaCentric Advisors LLC1,723$319.8K0.32%+1,723New
Crawford Investment Counsel Inc1,731$321.3K0.01%00.0%Unchanged
VestGen Advisors, LLC1,732$321.5K0.01%−543−23.9%Reduced
Sowell Financial Services LLC1,732$321.5K0.01%+478+38.1%Added
Cercano Management LLC1,736$322.2K0.01%00.0%Unchanged
Accurate Wealth Management, LLC1,747$325.1K0.04%−149−7.9%Reduced
Chicago Partners Investment Group LLC1,777$326.4K0.01%+30+1.7%Added
FSM Wealth Advisors, LLC1,766$327.7K0.04%+104+6.3%Added
Fortis Group Advisors, LLC1,742$328.1K0.06%−131−7.0%Reduced
Fourth Dimension Wealth, LLC1,771$328.7K0.12%+6+0.3%Added
Sageworth Trust Co1,775$329.5K0.01%−2,692−60.3%Reduced
Values Added Financial LLC1,776$329.6K0.14%00.0%Unchanged
Cromwell Holdings LLC1,781$330.6K0.18%00.0%Unchanged
Sentry Investment Management LLC1,790$332.0K0.22%00.0%Unchanged
CMC Financial Group1,827$339.1K0.61%+27+1.5%Added
VUB Generali dochodkova spravcovska spolocnost, a.s.1,831$339.9K0.26%+1,831New
Daymark Wealth Partners, LLC1,835$340.6K0.01%+32+1.8%Added
Bullock Wealth Management Group1,836$340.8K0.17%+4+0.2%Added
Modera Wealth Management, LLC1,837$340.9K0.00%+30+1.7%Added
Foundations Investment Advisors, LLC1,851$343.6K0.00%−515−21.8%Reduced
Register Financial Advisors LLC1,859$345.0K0.13%−175−8.6%Reduced
Robertson Stephens Wealth Management, LLC1,859$345.2K0.01%+1,859New
Boston Private Wealth LLC1,862$345.7K0.02%−252−11.9%Reduced
Angeles Wealth Management, LLC1,870$347.1K0.02%+28+1.5%Added
Smith, Moore & Co.1,875$348.0K0.03%+3+0.2%Added
Prudent Man Advisors, LLC1,877$348.4K0.13%+7+0.4%Added
Wealthcare Advisory Partners LLC1,882$349.4K0.01%+253+15.5%Added
Moss Adams Wealth Advisors LLC1,888$350.5K0.03%+229+13.8%Added
Portfolio Resources Advisor Group, Inc.1,892$351.2K0.35%+1,892New
Foster Group, Inc.1,910$354.5K0.01%+10+0.5%Added
Circle Wealth Management, LLC1,919$356.2K0.01%+1,919New
Discipline Wealth Solutions, LLC1,931$358.4K0.07%+11+0.6%Added
Prosperity Financial Group, Inc.1,948$361.6K0.13%+1+0.1%Added
Commons Capital, LLC1,950$361.9K0.25%+4+0.2%Added
Aureus Asset Management, LLC1,950$361.9K0.02%−166−7.8%Reduced
First Foundation Advisors1,963$364.4K0.01%+1,963New
Main Street Financial Solutions, LLC1,966$364.8K0.03%−368−15.8%Reduced
Wealth Science Advisors LLC1,969$365.5K0.21%+1,969New
Baltimore-Washington Financial Advisors, Inc.1,974$366.4K0.02%−98−4.7%Reduced
Parkside Financial Bank & Trust1,977$367.0K0.03%+49+2.5%Added
World Equity Group, Inc.1,995$370.3K0.10%+1,995New
Hardy Reed LLC2,000$371.1K0.03%+210+11.7%Added
SNS Financial Group, LLC2,000$371.2K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$371.2K0.31%00.0%Unchanged
Gateway Investment Advisers LLC2,004$372.0K0.00%+413+26.0%Added
Atom Investors LP2,005$372.1K0.03%+2,005New
Evanson Asset Management, LLC2,010$373.1K0.02%+7+0.3%Added
Phillips Wealth Planners LLC2,007$373.3K0.30%+541+36.9%Added
Krilogy Financial LLC2,035$373.7K0.01%+5+0.2%Added
Tempo Wealth, LLC2,014$373.8K0.07%+2,014New