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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 6,473 | $1.20M | 0.03% | −576−8.2% | Reduced |
| Evergreen Capital Management LLC | 6,520 | $1.21M | 0.03% | +2,114+48.0% | Added |
| Level Four Advisory Services, LLC | 6,532 | $1.21M | 0.04% | +105+1.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,540 | $1.21M | 0.04% | +243+3.9% | Added |
| Perigon Wealth Management, LLC | 6,601 | $1.23M | 0.02% | +450+7.3% | Added |
| Kingswood Wealth Advisors, LLC | 6,604 | $1.23M | 0.06% | +39+0.6% | Added |
| Cigna Investments Inc | 6,608 | $1.23M | 0.18% | +90+1.4% | Added |
| Checchi Capital Advisers, LLC | 6,700 | $1.24M | 0.08% | −428−6.0% | Reduced |
| Values First Advisors, Inc. | 6,710 | $1.25M | 0.65% | +481+7.7% | Added |
| Apollon Wealth Management, LLC | 6,748 | $1.25M | 0.02% | +1,171+21.0% | Added |
| Commerzbank Aktiengesellschaft | 6,750 | $1.25M | 0.03% | −90−1.3% | Reduced |
| Equitable Holdings, Inc. | 6,880 | $1.28M | 0.01% | +680+11.0% | Added |
| Sagespring Wealth Partners, LLC | 6,911 | $1.28M | 0.02% | +510+8.0% | Added |
| Great Lakes Advisors, LLC | 6,912 | $1.28M | 0.01% | +44+0.6% | Added |
| Wealth Architects, LLC | 6,939 | $1.29M | 0.12% | +33+0.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.30M | 0.93% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 7,059 | $1.31M | 0.27% | −80−1.1% | Reduced |
| American National Bank | 7,071 | $1.31M | 0.12% | +5,189+275.7% | Added |
| Parallel Advisors, LLC | 7,111 | $1.32M | 0.02% | +615+9.5% | Added |
| Phoenix Holdings Ltd. | 7,121 | $1.32M | 0.01% | +1,115+18.6% | Added |
| Kingsview Wealth Management, LLC | 7,134 | $1.32M | 0.02% | −798−10.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,155 | $1.33M | 0.02% | −2,670−27.2% | Reduced |
| Stiles Financial Services Inc | 7,240 | $1.34M | 0.41% | +11+0.2% | Added |
| Davenport & Co LLC | 7,276 | $1.35M | 0.01% | +661+10.0% | Added |
| Purkiss Capital Advisors LLC | 7,347 | $1.36M | 0.64% | +160+2.2% | Added |
| Smartleaf Asset Management LLC | 7,277 | $1.37M | 0.05% | +338+4.9% | Added |
| Clearstead Advisors, LLC | 7,371 | $1.37M | 0.02% | +1,304+21.5% | Added |
| TD Waterhouse Canada Inc. | 7,392 | $1.37M | 0.01% | +5,562+303.9% | Added |
| Fox Run Management, L.L.C. | 7,520 | $1.40M | 0.22% | +7,520 | New |
| Sax Wealth Advisors, LLC | 7,559 | $1.40M | 0.07% | −205−2.6% | Reduced |
| Highview Capital Management LLC | 7,584 | $1.41M | 0.50% | +154+2.1% | Added |
| Ancora Advisors, LLC | 7,624 | $1.42M | 0.03% | −316−4.0% | Reduced |
| Savant Capital, LLC | 7,743 | $1.44M | 0.01% | +79+1.0% | Added |
| Pinnacle Financial Partners, Inc. | 7,839 | $1.46M | 0.01% | +7,839 | New |
| Quantbot Technologies LP | 7,864 | $1.46M | 0.05% | −97,165−92.5% | Reduced |
| Quantitative Investment Management, LLC | 7,869 | $1.46M | 0.14% | +3,069+63.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,988 | $1.48M | 0.05% | +7,988 | New |
| RFG - Bristol Wealth Advisors, LLC | 8,055 | $1.50M | 0.42% | −295−3.5% | Reduced |
| Wolverine Asset Management LLC | 8,067 | $1.50M | 0.02% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 8,101 | $1.50M | 0.85% | −84−1.0% | Reduced |
| PFG Investments, LLC | 8,122 | $1.51M | 0.07% | +172+2.2% | Added |
| AlphaCore Capital LLC | 8,136 | $1.51M | 0.03% | +2,462+43.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,275 | $1.54M | 0.46% | +31+0.4% | Added |
| We Are One Seven, LLC | 8,289 | $1.54M | 0.03% | −1,285−13.4% | Reduced |
| Trueblood Wealth Management, LLC | 8,298 | $1.54M | 0.60% | −685−7.6% | Reduced |
| Dark Forest Capital Management LP | 8,326 | $1.55M | 0.07% | +8,326 | New |
| Schnieders Capital Management, LLC. | 8,394 | $1.56M | 0.24% | −10−0.1% | Reduced |
| Savvy Advisors, Inc. | 8,677 | $1.61M | 0.05% | +566+7.0% | Added |
| Agate Pass Investment Management, LLC | 8,785 | $1.63M | 0.61% | −800−8.3% | Reduced |
| Verition Fund Management LLC | 8,847 | $1.64M | 0.01% | −12,504−58.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 8,853 | $1.64M | 0.21% | +8,853 | New |
| GAM Holding AG | 8,879 | $1.65M | 0.11% | +6,952+360.8% | Added |
| Everhart Financial Group, Inc. | 8,938 | $1.66M | 0.15% | +369+4.3% | Added |
| Jeppson Wealth Management, LLC | 8,938 | $1.66M | 0.53% | −25−0.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,942 | $1.66M | 0.48% | −393−4.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,975 | $1.67M | 0.03% | +1,259+16.3% | Added |
| Atomi Financial Group, Inc. | 9,132 | $1.69M | 0.05% | +2,122+30.3% | Added |
| Ritholtz Wealth Management | 9,197 | $1.71M | 0.03% | +812+9.7% | Added |
| Wedmont Private Capital | 9,279 | $1.72M | 0.06% | +57+0.6% | Added |
| Denali Advisors LLC | 9,366 | $1.74M | 0.19% | +151+1.6% | Added |
| High Point Wealth Management, LLC | 9,390 | $1.74M | 1.64% | +9,390 | New |
| Arbor Capital Management Inc | 9,423 | $1.76M | 1.47% | −38−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 9,591 | $1.78M | 0.13% | −388−3.9% | Reduced |
| Diversified Trust Co | 9,746 | $1.81M | 0.03% | −4,075−29.5% | Reduced |
| BNP Paribas | 9,800 | $1.82M | 0.05% | +9,800 | New |
| Greenleaf Trust | 9,805 | $1.82M | 0.02% | +161+1.7% | Added |
| Baird Financial Group, Inc. | 9,811 | $1.82M | 0.00% | −720−6.8% | Reduced |
| Huntington National Bank | 9,849 | $1.83M | 0.01% | +2,705+37.9% | Added |
| Frank, Rimerman Advisors LLC | 9,873 | $1.83M | 0.12% | +99+1.0% | Added |
| Dorsey Wright & Associates | 9,894 | $1.84M | 0.40% | −80−0.8% | Reduced |
| Bailard, Inc. | 9,899 | $1.84M | 0.04% | +1,079+12.2% | Added |
| Paradigm Asset Management Co LLC | 9,938 | $1.84M | 0.43% | −600−5.7% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.86M | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 10,018 | $1.86M | 0.02% | +352+3.6% | Added |
| Snowden Capital Advisors LLC | 10,070 | $1.87M | 0.05% | +611+6.5% | Added |
| Cullinan Associates Inc | 10,075 | $1.87M | 0.13% | −640−6.0% | Reduced |
| NFP Retirement, Inc. | 10,127 | $1.88M | 0.11% | +7+0.1% | Added |
| Farther Finance Advisors, LLC | 10,143 | $1.88M | 0.02% | +1,675+19.8% | Added |
| Profund Advisors LLC | 10,178 | $1.89M | 0.06% | +1,961+23.9% | Added |
| Tema ETFs LLC | 10,186 | $1.89M | 0.15% | −28−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,302 | $1.91M | 0.04% | +10,302 | New |
| James Investment Research Inc | 10,332 | $1.92M | 0.21% | +2,517+32.2% | Added |
| American Financial Advisors, LLC | 10,449 | $1.94M | 0.25% | −414−3.8% | Reduced |
| Morangie Management LLC | 10,496 | $1.95M | 1.55% | +3,663+53.6% | Added |
| Waterloo Capital, L.P. | 10,503 | $1.95M | 0.14% | −2,392−18.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,529 | $1.95M | 0.01% | +1,992+23.3% | Added |
| Virtus Investment Advisers, Inc. | 10,614 | $1.97M | 0.54% | −960−8.3% | Reduced |
| RDA Financial Network | 10,670 | $1.98M | 0.48% | −2,059−16.2% | Reduced |
| Western Financial Corp | 10,696 | $1.99M | 0.79% | −1,178−9.9% | Reduced |
| Drake & Associates, LLC | 10,700 | $1.99M | 0.40% | −5,599−34.4% | Reduced |
| Welch Group, LLC | 10,731 | $1.99M | 0.08% | +28+0.3% | Added |
| Ballentine Partners, LLC | 10,813 | $2.01M | 0.03% | +150+1.4% | Added |
| LDR Capital Management LLC | 10,830 | $2.01M | 2.79% | +10,830 | New |
| Resources Investment Advisors, LLC. | 10,949 | $2.03M | 0.02% | −160−1.4% | Reduced |
| GF Fund Management Co. Ltd. | 11,082 | $2.06M | 0.04% | +150+1.4% | Added |
| Mount Lucas Management LP | 11,396 | $2.12M | 0.94% | +14+0.1% | Added |
| Ofi Invest Asset Management | 13,140 | $2.12M | 0.03% | +4,952+60.5% | Added |
| J.W. Cole Advisors, Inc. | 11,784 | $2.12M | 0.05% | +135+1.2% | Added |
| Independent Financial Group, LLC | 11,533 | $2.14M | 0.05% | +2,037+21.5% | Added |
| Grimes & Company, Inc. | 11,658 | $2.16M | 0.05% | +2,476+27.0% | Added |