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 |
|---|---|---|---|---|---|
| Lynx Capital Group Ltd | 2,878 | $534.2K | 0.24% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 2,891 | $536.6K | 0.21% | +2,891 | New |
| Marshall Financial Group LLC | 2,933 | $544.4K | 0.11% | −803−21.5% | Reduced |
| Moran Wealth Management, LLC | 2,949 | $547.4K | 0.02% | −604−17.0% | Reduced |
| Valmark Advisers, Inc. | 2,995 | $555.9K | 0.01% | +16+0.5% | Added |
| Dividend Assets Capital, LLC | 3,000 | $556.8K | 0.11% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $556.8K | 0.10% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,044 | $565.0K | 0.01% | −101−3.2% | Reduced |
| Moors & Cabot, Inc. | 3,048 | $565.7K | 0.02% | −561−15.5% | Reduced |
| Waddell & Associates, LLC | 3,071 | $570.0K | 0.04% | 00.0% | Unchanged |
| Retireful, LLC | 3,036 | $570.8K | 0.72% | +3,036 | New |
| Ronald Blue Trust, Inc. | 3,079 | $571.5K | 0.01% | −129−4.0% | Reduced |
| Hilltop Holdings Inc. | 3,088 | $573.0K | 0.03% | +89+3.0% | Added |
| Mosaic Family Wealth Partners, LLC | 3,114 | $578.0K | 0.06% | −3−0.1% | Reduced |
| Hendershot Investments Inc. | 3,126 | $580.3K | 0.07% | −120−3.7% | Reduced |
| Warwick Investment Management, Inc. | 3,155 | $585.6K | 0.09% | +385+13.9% | Added |
| Keystone Financial Group | 3,165 | $587.5K | 0.04% | +255+8.8% | Added |
| Massmutual Trust Co FSB | 3,174 | $589.1K | 0.02% | +156+5.2% | Added |
| TD Private Client Wealth LLC | 3,189 | $591.9K | 0.01% | +15+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,204 | $594.7K | 0.03% | −61−1.9% | Reduced |
| GWN Securities Inc. | 3,209 | $595.8K | 0.12% | +530+19.8% | Added |
| Spirepoint Private Client, LLC | 3,235 | $600.4K | 0.06% | +377+13.2% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $603.2K | 0.29% | 00.0% | Unchanged |
| SFMG, LLC | 3,253 | $603.8K | 0.04% | −75−2.3% | Reduced |
| Silver Oak Securities, Inc | 3,212 | $603.8K | 0.04% | +482+17.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,276 | $608.0K | 0.30% | −42−1.3% | Reduced |
| Shelton Capital Management | 3,278 | $608.4K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,294 | $611.4K | 0.21% | −155−4.5% | Reduced |
| Index Technologies Group LLC | 3,294 | $611.4K | 0.64% | +3,294 | New |
| Advisory Services Network, LLC | 3,360 | $623.6K | 0.01% | +968+40.5% | Added |
| USA Financial Portformulas Corp | 3,366 | $624.8K | 0.11% | +3,366 | New |
| Pettyjohn, Wood & White, Inc | 3,374 | $626.2K | 0.10% | +174+5.4% | Added |
| Koshinski Asset Management, Inc. | 3,375 | $626.4K | 0.04% | +452+15.5% | Added |
| Frec Markets, Inc. | 3,375 | $626.6K | 0.18% | +3,375 | New |
| HF Advisory Group, LLC | 3,387 | $628.6K | 0.22% | −302−8.2% | Reduced |
| LCNB Corp | 3,392 | $629.6K | 0.21% | −174−4.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,440 | $638.6K | 0.01% | −85−2.4% | Reduced |
| Lake Street Financial LLC | 3,443 | $639.0K | 0.08% | +3+0.1% | Added |
| Balboa Wealth Partners | 3,447 | $639.7K | 0.11% | −82−2.3% | Reduced |
| Colony Capital, Inc. | 3,450 | $640.4K | 0.05% | −350−9.2% | Reduced |
| L2 Asset Management, LLC | 3,459 | $642.0K | 0.09% | +314+10.0% | Added |
| Conning Inc. | 3,467 | $643.5K | 0.02% | +136+4.1% | Added |
| AE Wealth Management LLC | 3,471 | $644.2K | 0.00% | +283+8.9% | Added |
| Westerkirk Capital Inc. | 3,471 | $644.3K | 0.06% | −6,529−65.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $644.8K | 0.19% | 00.0% | Unchanged |
| Ninepoint Partners LP | 3,479 | $645.7K | 0.08% | +2,013+137.3% | Added |
| Strategy Asset Managers LLC | 3,480 | $645.9K | 0.11% | +37+1.1% | Added |
| Brevan Howard Capital Management LP | 3,484 | $646.7K | 0.01% | +3,484 | New |
| Turtle Creek Wealth Advisors, LLC | 3,488 | $647.4K | 0.05% | +455+15.0% | Added |
| Valued Retirements, Inc. | 3,488 | $647.5K | 0.63% | +584+20.1% | Added |
| West Family Investments, Inc. | 3,491 | $648.0K | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,497 | $649.0K | 0.01% | +3,497 | New |
| Stonebridge Financial Group, LLC | 3,497 | $649.1K | 0.06% | +23+0.7% | Added |
| Simplicity Wealth,LLC | 3,500 | $649.6K | 0.04% | +716+25.7% | Added |
| CX Institutional | 3,499 | $650.0K | 0.02% | +231+7.1% | Added |
| Keel Point, LLC | 3,509 | $651.4K | 0.04% | +195+5.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,550 | $658.9K | 0.17% | +360+11.3% | Added |
| Flputnam Investment Management Co | 3,553 | $659.5K | 0.01% | +2+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,561 | $661.0K | 0.08% | +3,561 | New |
| Van Hulzen Asset Management, LLC | 3,561 | $661.0K | 0.05% | −300−7.8% | Reduced |
| Peak Planning Group, LLC | 3,562 | $661.1K | 0.19% | +6+0.2% | Added |
| Family Wealth Partners, LLC | 3,567 | $662.1K | 0.24% | +2+0.1% | Added |
| HBK Sorce Advisory LLC | 3,384 | $662.9K | 0.02% | +20+0.6% | Added |
| SRS Capital Advisors, Inc. | 3,610 | $670.1K | 0.02% | −9,386−72.2% | Reduced |
| CoreCap Advisors, LLC | 3,615 | $671.0K | 0.02% | +214+6.3% | Added |
| Panagora Asset Management Inc | 3,625 | $672.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,627 | $673.2K | 0.29% | −58−1.6% | Reduced |
| Souders Financial Advisors | 3,669 | $681.1K | 0.08% | +811+28.4% | Added |
| National Asset Management, Inc. | 3,669 | $681.1K | 0.03% | +605+19.7% | Added |
| Prosperity Consulting Group, LLC | 3,712 | $689.0K | 0.03% | +940+33.9% | Added |
| Ameritas Advisory Services, LLC | 3,717 | $689.9K | 0.03% | +799+27.4% | Added |
| Beto Financial Group, LLC | 3,694 | $692.4K | 0.47% | +3,694 | New |
| Buckley Wealth Management, LLC | 3,738 | $693.8K | 0.18% | +3,738 | New |
| Farringdon Capital, Ltd. | 3,745 | $695.1K | 0.17% | +3,745 | New |
| Essex Financial Services, Inc. | 3,790 | $703.4K | 0.04% | +771+25.5% | Added |
| Great Valley Advisor Group, Inc. | 3,807 | $706.1K | 0.01% | +4+0.1% | Added |
| Zions Bancorporation, National Association | 3,805 | $706.2K | 0.03% | +1,589+71.7% | Added |
| AA Financial Advisors, LLC | 3,838 | $712.4K | 0.13% | +289+8.1% | Added |
| River Street Advisors LLC | 3,843 | $713.3K | 0.27% | +103+2.8% | Added |
| Cambria Investment Management, L.P. | 3,866 | $717.6K | 0.04% | +10.0% | Added |
| Comprehensive Money Management Services LLC | 3,876 | $719.4K | 0.50% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,885 | $721.1K | 0.11% | +1,240+46.9% | Added |
| Glenview Trust Co | 3,900 | $723.9K | 0.01% | +88+2.3% | Added |
| 180 Wealth Advisors, LLC | 3,903 | $724.5K | 0.08% | −2,940−43.0% | Reduced |
| Aprio Wealth Management, LLC | 3,935 | $730.3K | 0.04% | +1,910+94.3% | Added |
| Southland Equity Partners LLC | 3,947 | $732.6K | 0.14% | +29+0.7% | Added |
| Brown Brothers Harriman & Co | 3,997 | $741.9K | 0.00% | +1,489+59.4% | Added |
| Harbour Investments, Inc. | 4,009 | $744.1K | 0.02% | −59−1.5% | Reduced |
| Childress Capital Advisors, LLC | 4,056 | $752.8K | 0.12% | +1,026+33.9% | Added |
| Baldwin Investment Management, LLC | 4,076 | $756.5K | 0.09% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 4,095 | $760.1K | 0.23% | +4,095 | New |
| Dogwood Wealth Management LLC | 4,106 | $762.1K | 0.34% | −349−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,105 | $762.1K | 0.02% | +130+3.3% | Added |
| Caerus Investment Advisors, LLC | 4,108 | $762.5K | 0.25% | −503−10.9% | Reduced |
| Tuttle Tactical Management | 4,112 | $763.2K | 1.69% | −857−17.2% | Reduced |
| Rehmann Capital Advisory Group | 4,112 | $763.3K | 0.04% | +640+18.4% | Added |
| Manske Wealth Management | 4,150 | $770.3K | 0.23% | −236−5.4% | Reduced |
| Associated Banc-Corp | 4,166 | $773.3K | 0.02% | −256−5.8% | Reduced |
| Virtu Financial LLC | 4,171 | $774.0K | 0.03% | +4,171 | New |
| IFP Advisors, Inc | 4,208 | $781.0K | 0.02% | +836+24.8% | Added |