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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
Gross & Hartman Investments LLC2,016$374.2K0.21%+2,016New
Safe Harbor Family Capital, LLC2,016$374.2K0.33%+2,016New
Providence Financial Advisors, LLC2,022$375.3K0.37%−465−18.7%Reduced
Guyasuta Investment Advisors Inc2,024$375.7K0.02%−500−19.8%Reduced
Expressive Wealth LLC2,036$377.9K0.41%+2,036New
Purpose Unlimited Inc.2,036$377.9K0.02%+2,036New
Income Insurance Ltd2,048$380.1K0.25%+2,048New
Wealth Alliance2,058$381.9K0.04%+25+1.2%Added
Woodmont Investment Counsel LLC2,071$384.4K0.02%00.0%Unchanged
Norden Group LLC2,073$384.7K0.04%+655+46.2%Added
Walter & Keenan Financial Consulting Co2,095$388.9K0.10%+23+1.1%Added
Wellspring Financial Advisors, LLC2,101$392.5K0.03%+2,101New
Mystic Asset Management, Inc.2,115$392.6K0.09%00.0%Unchanged
Capital Advisors Wealth Management, LLC2,131$395.6K0.05%+239+12.6%Added
AlTi Global, Inc.2,135$396.2K0.01%+2,135New
Burke & Herbert Bank & Trust Co2,156$400.2K0.11%−3,524−62.0%Reduced
Basecamp Wealth Advisors LLC2,179$404.5K0.09%+2,179New
Larson Financial Group LLC2,181$404.9K0.01%+158+7.8%Added
New Republic Capital, LLC2,184$405.3K0.11%+2,184New
Pflug Koory, LLC2,190$406.5K0.19%00.0%Unchanged
Beese Fulmer Investment Management, Inc.2,192$406.8K0.03%+2,192New
Blue Fin Capital, Inc.2,196$407.6K0.06%00.0%Unchanged
Painted Porch Advisors LLC2,196$407.6K0.16%00.0%Unchanged
Shelton Wealth Management, LLC2,201$408.5K0.18%+8+0.4%Added
Monument Capital Management2,218$411.6K0.10%−701−24.0%Reduced
Cetera Trust Company, N.A2,240$415.8K0.22%−250−10.0%Reduced
Catalyst Financial Partners LLC2,243$416.3K0.05%+136+6.5%Added
Sentinus, LLC2,255$418.6K0.04%+17+0.8%Added
Sivia Capital Partners, LLC2,267$420.7K0.09%−41−1.8%Reduced
Lazard Asset Management LLC2,276$422.4K0.00%+151+7.1%Added
Barnes Pettey Financial Advisors, LLC2,277$422.6K0.21%00.0%Unchanged
Gardner Lewis Asset Management L P2,286$424.3K0.11%+2,286New
MTM Investment Management, LLC2,300$426.9K0.14%00.0%Unchanged
AGH Wealth Advisors, LLC2,302$427.3K0.32%+8+0.3%Added
Planned Solutions, Inc.2,307$428.2K0.14%00.0%Unchanged
GM Advisory Group, Inc.2,312$429.1K0.02%+210+10.0%Added
Parsonex Advisory Services, Inc.2,327$431.9K0.28%+106+4.8%Added
LaSalle St. Investment Advisors, LLC2,328$432.0K0.07%+288+14.1%Added
Western Wealth Management, LLC2,332$432.8K0.02%+412+21.5%Added
Cary Street Partner Investment Advisory LLC2,351$436.4K0.12%+216+10.1%Added
Triad Wealth Partners, LLC2,370$439.9K0.04%+135+6.0%Added
Crestwood Advisors Group LLC2,374$440.6K0.01%+598+33.7%Added
Maia Wealth LLC2,123$441.9K0.08%+373+21.3%Added
First National Bank of Mount Dora, Trust Investment Services2,385$442.7K0.10%00.0%Unchanged
Resonant Capital Advisors, LLC2,386$442.9K0.02%+109+4.8%Added
Whalerock Point Partners, LLC2,398$445.1K0.08%−240−9.1%Reduced
Transcend Wealth Collective, LLC2,408$446.9K0.03%+184+8.3%Added
Advisor OS, LLC2,409$447.2K0.04%+163+7.3%Added
Clifford Swan Investment Counsel LLC2,423$449.7K0.01%00.0%Unchanged
CWA Asset Management Group, LLC2,424$450.0K0.02%+255+11.8%Added
bLong Financial, LLC2,450$454.7K0.32%00.0%Unchanged
Jefferies Financial Group Inc.2,452$455.1K0.00%+2,452New
Facet Wealth, Inc.2,483$456.7K0.01%+1,080+77.0%Added
Gold Investment Management Ltd.2,470$458.5K0.15%−45−1.8%Reduced
SmartHarvest Portfolios, LLC2,472$458.8K0.16%+2,472New
Retirement Planning Group, LLC2,476$459.6K0.31%−10.0%Reduced
IFG Advisory, LLC2,491$462.3K0.02%+2+0.1%Added
Hudock, Inc.2,496$463.4K0.07%+4+0.2%Added
Whittier Trust Co2,498$463.8K0.01%−523−17.3%Reduced
Corient IA LLC2,500$464.0K0.44%00.0%Unchanged
Miracle Mile Advisors, LLC2,510$465.9K0.01%+186+8.0%Added
Abc Arbitrage SA2,515$466.8K0.04%+2,515New
First Citizens Bank & Trust Co2,519$467.6K0.01%+1,054+71.9%Added
Driehaus Capital Management LLC2,522$468.1K0.00%−1,559−38.2%Reduced
Rothschild Capital Partners, LLC2,524$468.5K0.11%00.0%Unchanged
Golden State Equity Partners2,537$470.9K0.08%+174+7.4%Added
Evoke Wealth, LLC2,537$470.9K0.01%−590−18.9%Reduced
44 Wealth Management LLC2,557$474.6K0.16%+43+1.7%Added
Cynosure Management, LLC2,568$476.6K0.05%+2,568New
Badgley Phelps Wealth Managers, LLC2,571$477.2K0.01%−11−0.4%Reduced
Chicago Trust Co NA2,572$477.4K0.07%+207+8.8%Added
Visionary Wealth Advisors2,572$477.4K0.02%−138−5.1%Reduced
Jacobi Capital Management LLC2,577$478.3K0.03%−2−0.1%Reduced
TCG Advisory Services, LLC2,593$481.3K0.01%−110−4.1%Reduced
LGT Fund Management Co Ltd.2,568$482.8K0.04%00.0%Unchanged
Wedbush Securities Inc2,621$486.0K0.01%+257+10.9%Added
Foresight Group Ltd Liability Partnership2,598$488.2K0.08%+2,598New
First Horizon Corp2,636$489.3K0.02%+1,019+63.0%Added
Capital Analysts, LLC2,650$491.0K0.01%−106−3.8%Reduced
Hartline Investment Corp2,652$492.2K0.05%00.0%Unchanged
Quotient Wealth Partners, LLC2,660$493.7K0.01%+188+7.6%Added
Bowman & Co S.C.2,665$494.7K0.21%00.0%Unchanged
Alps Advisors Inc2,670$495.6K0.00%+135+5.3%Added
Providence First Trust Co2,670$495.6K0.17%+2,670New
Roehl & Yi Investment Advisors, LLC2,671$495.8K0.20%+978+57.8%Added
Mather Group, LLC.2,677$496.8K0.01%+300+12.6%Added
RCW Management, LLC2,678$497.2K0.50%+2,678New
Fukoku Mutual Life Insurance Co2,700$501.1K0.03%−822−23.3%Reduced
Covenant Asset Management, LLC2,701$501.3K0.10%+42+1.6%Added
Strategic Investment Advisors2,701$501.4K0.04%−255−8.6%Reduced
Whipplewood Advisors, LLC2,727$506.2K0.33%+21+0.8%Added
Alta Advisers Ltd2,733$507.3K0.18%−100−3.5%Reduced
Heartland Bank & Trust Co2,772$514.5K0.22%−49−1.7%Reduced
Wakefield Asset Management LLLP2,777$515.4K0.14%+37+1.4%Added
QTR Family Wealth, LLC2,587$519.5K0.23%+14+0.5%Added
Mutual Advisors, LLC2,802$520.0K0.01%−16−0.6%Reduced
Marex Group plc2,802$520.1K0.01%−1,298−31.7%Reduced
Stock Yards Bank & Trust Co2,813$522.1K0.02%00.0%Unchanged
Fortress Wealth Group, LLC2,796$526.7K0.20%+2,796New
Fiduciary Trust Co2,840$527.1K0.01%−173−5.7%Reduced