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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 4,091 | $782.9K | 0.05% | +4,091 | New |
| Vinva Investment Management Ltd | 4,177 | $785.3K | 0.01% | +4,177 | New |
| Panoramic Investment Advisors, LLC | 4,252 | $789.2K | 0.43% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,266 | $791.8K | 0.03% | −209−4.7% | Reduced |
| Howard Capital Management Inc. | 4,269 | $792.3K | 0.01% | +22+0.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,291 | $796.5K | 0.37% | +16+0.4% | Added |
| Jackson Creek Investment Advisors LLC | 4,324 | $803.0K | 0.24% | −70−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,362 | $809.6K | 0.08% | +43+1.0% | Added |
| Ingalls & Snyder LLC | 4,395 | $816.0K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,413 | $819.1K | 0.27% | −1,041−19.1% | Reduced |
| Plato Investment Management Ltd | 4,392 | $819.2K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,424 | $821.3K | 0.02% | +42+1.0% | Added |
| Tower Bridge Advisors | 4,425 | $821.3K | 0.08% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 4,427 | $821.7K | 0.33% | +4,427 | New |
| Bard Associates Inc | 4,432 | $822.6K | 0.21% | −353−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,480 | $831.5K | 0.03% | +83+1.9% | Added |
| LRI Investments, LLC | 4,499 | $835.1K | 0.07% | −25−0.6% | Reduced |
| Buckingham Strategic Partners | 4,506 | $836.4K | 0.01% | −2,619−36.8% | Reduced |
| First American Trust, FSB | 4,522 | $839.4K | 0.06% | +7+0.2% | Added |
| Fulcrum Capital LLC | 4,534 | $841.6K | 0.17% | −738−14.0% | Reduced |
| Florida Financial Advisors, LLC | 4,570 | $848.2K | 0.23% | +586+14.7% | Added |
| Midwest Trust Co | 4,574 | $849.0K | 0.01% | −2,748−37.5% | Reduced |
| PDS Planning, Inc | 4,578 | $849.7K | 0.06% | +252+5.8% | Added |
| Pinebridge Investments LLC | 4,588 | $851.6K | 0.01% | +4,588 | New |
| AlphaGrep UK Ltd | 4,605 | $854.7K | 0.29% | +4,605 | New |
| Premier Path Wealth Partners, LLC | 4,629 | $859.1K | 0.11% | +67+1.5% | Added |
| Lederer & Associates Investment Counsel | 4,649 | $863.0K | 0.58% | −100−2.1% | Reduced |
| LongView Wealth Management | 4,693 | $876.0K | 0.21% | −259−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 4,730 | $877.9K | 0.00% | +1,812+62.1% | Added |
| Sage Mountain Advisors LLC | 4,733 | $878.4K | 0.05% | +618+15.0% | Added |
| Edgestream Partners, L.P. | 4,760 | $883.5K | 0.02% | −9,876−67.5% | Reduced |
| M&G Plc | 4,752 | $883.9K | 0.00% | −642−11.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,765 | $884.5K | 0.02% | +230+5.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,795 | $890.0K | 0.02% | −30−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,834 | $897.2K | 0.22% | −609−11.2% | Reduced |
| Madden Advisory Services, Inc. | 4,858 | $901.7K | 0.36% | −132−2.6% | Reduced |
| Cresset Asset Management, LLC | 4,864 | $902.7K | 0.00% | −11−0.2% | Reduced |
| Sigma Planning Corp | 4,864 | $902.8K | 0.02% | −3,425−41.3% | Reduced |
| ProVise Management Group, LLC | 4,877 | $905.2K | 0.06% | −4−0.1% | Reduced |
| Integrated Advisors Network LLC | 4,891 | $907.8K | 0.04% | −107−2.1% | Reduced |
| Investment Advisory Group, LLC | 4,920 | $913.2K | 0.23% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 4,988 | $925.8K | 0.08% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,027 | $933.1K | 0.18% | +109+2.2% | Added |
| SJS Investment Consulting Inc. | 5,072 | $941.5K | 0.12% | +19+0.4% | Added |
| Geneos Wealth Management Inc. | 5,082 | $943.4K | 0.02% | −337−6.2% | Reduced |
| Finward Bancorp | 5,096 | $945.9K | 0.73% | −285−5.3% | Reduced |
| Integrity Alliance, LLC. | 5,139 | $954.0K | 0.03% | +5,139 | New |
| Fidelis Capital Partners, LLC | 5,143 | $954.6K | 0.07% | +446+9.5% | Added |
| Machina Capital S.A.S. | 5,154 | $956.6K | 0.18% | −17,317−77.1% | Reduced |
| Inceptionr LLC | 5,177 | $960.9K | 0.27% | +5,177 | New |
| Sara-Bay Financial | 5,135 | $965.4K | 0.29% | −21−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 5,219 | $968.7K | 0.18% | +1,663+46.8% | Added |
| Park Edge Advisors, LLC | 5,248 | $974.1K | 0.22% | +5,248 | New |
| Retirement Planning Co of New England, Inc. | 5,252 | $974.9K | 0.39% | −15−0.3% | Reduced |
| Quest Partners LLC | 5,267 | $977.6K | 0.05% | −4,886−48.1% | Reduced |
| Custom Index Systems, LLC | 5,344 | $991.9K | 0.44% | −2,476−31.7% | Reduced |
| ING Groep NV | 5,346 | $992.3K | 0.01% | −32,466−85.9% | Reduced |
| Monetary Management Group Inc | 5,350 | $993.0K | 0.23% | −250−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 5,375 | $997.7K | 0.01% | −4,204−43.9% | Reduced |
| Contravisory Investment Management, Inc. | 5,387 | $999.9K | 0.20% | −229−4.1% | Reduced |
| Stableford Capital II LLC | 5,394 | $1.00M | 0.36% | −255−4.5% | Reduced |
| MQS Management LLC | 5,405 | $1.00M | 0.59% | +5,405 | New |
| Wealthspire Advisors, LLC | 5,420 | $1.01M | 0.01% | +2,068+61.7% | Added |
| Syon Capital LLC | 5,477 | $1.02M | 0.05% | +25+0.5% | Added |
| Friedenthal Financial | 5,477 | $1.02M | 0.52% | +5,477 | New |
| Lumbard & Kellner, LLC | 5,496 | $1.02M | 0.36% | 00.0% | Unchanged |
| Capital Square, LLC | 5,575 | $1.03M | 0.53% | −3,213−36.6% | Reduced |
| Evolve Private Wealth, LLC | 5,616 | $1.04M | 0.06% | +5,616 | New |
| Trustmark National Bank Trust Department | 5,648 | $1.05M | 0.07% | −44−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,684 | $1.06M | 0.06% | +410+7.8% | Added |
| Fideuram Asset Management (Ireland) dac | 6,842 | $1.06M | 0.08% | +6,842 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.06M | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,777 | $1.07M | 0.02% | +19+0.3% | Added |
| Johnson Investment Counsel Inc | 5,793 | $1.08M | 0.01% | −261−4.3% | Reduced |
| Busey Wealth Management | 5,795 | $1.08M | 0.03% | +44+0.8% | Added |
| Ellevest, Inc. | 5,960 | $1.11M | 0.15% | −187−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,990 | $1.11M | 0.08% | +2,797+87.6% | Added |
| Dodds Wealth, LLC | 6,017 | $1.12M | 0.27% | −405−6.3% | Reduced |
| Dudley Capital Management, LLC | 6,025 | $1.12M | 0.49% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,057 | $1.12M | 0.15% | +121+2.0% | Added |
| EverSource Wealth Advisors, LLC | 6,059 | $1.12M | 0.04% | +1,017+20.2% | Added |
| Pacific Sun Financial Corp | 6,063 | $1.13M | 0.54% | −75−1.2% | Reduced |
| Summit Financial, LLC | 6,082 | $1.13M | 0.02% | +168+2.8% | Added |
| Continuum Advisory, LLC | 6,084 | $1.13M | 0.11% | +152+2.6% | Added |
| Gordian Capital Singapore Pte Ltd | 6,100 | $1.13M | 1.57% | +500+8.9% | Added |
| Ameritas Investment Partners, Inc. | 6,143 | $1.14M | 0.03% | +47+0.8% | Added |
| GTS Securities LLC | 6,168 | $1.14M | 0.04% | +2,949+91.6% | Added |
| Stratos Wealth Partners, LTD. | 6,203 | $1.15M | 0.01% | +829+15.4% | Added |
| Prime Capital Investment Advisors, LLC | 6,233 | $1.16M | 0.01% | +443+7.7% | Added |
| Parallax Volatility Advisers, L.P. | 6,247 | $1.16M | 0.04% | +6,247 | New |
| Texas Yale Capital Corp. | 6,265 | $1.16M | 0.04% | +263+4.4% | Added |
| Modern Wealth Management, LLC | 6,266 | $1.16M | 0.02% | +37+0.6% | Added |
| Hantz Financial Services, Inc. | 6,277 | $1.17M | 0.02% | +337+5.7% | Added |
| Penserra Capital Management LLC | 6,301 | $1.17M | 0.01% | −564−8.2% | Reduced |
| BSW Wealth Partners | 6,300 | $1.17M | 0.14% | +372+6.3% | Added |
| Fig Financial Advisory Services Inc | 6,341 | $1.18M | 0.75% | −1,223−16.2% | Reduced |
| Davy Global Fund Management Ltd | 6,357 | $1.18M | 0.08% | +308+5.1% | Added |
| Saturna Capital CORP | 6,360 | $1.18M | 0.02% | +80+1.3% | Added |
| Richwood Investment Advisors, LLC | 6,057 | $1.19M | 0.85% | −175−2.8% | Reduced |
| RiverFront Investment Group, LLC | 6,409 | $1.19M | 0.02% | +63+1.0% | Added |