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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
Parsonex Advisory Services, Inc.2,327$431.9K0.28%+106+4.8%Added
GM Advisory Group, Inc.2,312$429.1K0.02%+210+10.0%Added
Planned Solutions, Inc.2,307$428.2K0.14%00.0%Unchanged
AGH Wealth Advisors, LLC2,302$427.3K0.32%+8+0.3%Added
MTM Investment Management, LLC2,300$426.9K0.14%00.0%Unchanged
Gardner Lewis Asset Management L P2,286$424.3K0.11%+2,286New
Barnes Pettey Financial Advisors, LLC2,277$422.6K0.21%00.0%Unchanged
Lazard Asset Management LLC2,276$422.4K0.00%+151+7.1%Added
Sivia Capital Partners, LLC2,267$420.7K0.09%−41−1.8%Reduced
Sentinus, LLC2,255$418.6K0.04%+17+0.8%Added
Catalyst Financial Partners LLC2,243$416.3K0.05%+136+6.5%Added
Cetera Trust Company, N.A2,240$415.8K0.22%−250−10.0%Reduced
Monument Capital Management2,218$411.6K0.10%−701−24.0%Reduced
Shelton Wealth Management, LLC2,201$408.5K0.18%+8+0.4%Added
Blue Fin Capital, Inc.2,196$407.6K0.06%00.0%Unchanged
Painted Porch Advisors LLC2,196$407.6K0.16%00.0%Unchanged
Beese Fulmer Investment Management, Inc.2,192$406.8K0.03%+2,192New
Pflug Koory, LLC2,190$406.5K0.19%00.0%Unchanged
New Republic Capital, LLC2,184$405.3K0.11%+2,184New
Larson Financial Group LLC2,181$404.9K0.01%+158+7.8%Added
Basecamp Wealth Advisors LLC2,179$404.5K0.09%+2,179New
Burke & Herbert Bank & Trust Co2,156$400.2K0.11%−3,524−62.0%Reduced
AlTi Global, Inc.2,135$396.2K0.01%+2,135New
Capital Advisors Wealth Management, LLC2,131$395.6K0.05%+239+12.6%Added
Mystic Asset Management, Inc.2,115$392.6K0.09%00.0%Unchanged
Wellspring Financial Advisors, LLC2,101$392.5K0.03%+2,101New
Walter & Keenan Financial Consulting Co2,095$388.9K0.10%+23+1.1%Added
Norden Group LLC2,073$384.7K0.04%+655+46.2%Added
Woodmont Investment Counsel LLC2,071$384.4K0.02%00.0%Unchanged
Wealth Alliance2,058$381.9K0.04%+25+1.2%Added
Income Insurance Ltd2,048$380.1K0.25%+2,048New
Expressive Wealth LLC2,036$377.9K0.41%+2,036New
Purpose Unlimited Inc.2,036$377.9K0.02%+2,036New
Guyasuta Investment Advisors Inc2,024$375.7K0.02%−500−19.8%Reduced
Providence Financial Advisors, LLC2,022$375.3K0.37%−465−18.7%Reduced
Gross & Hartman Investments LLC2,016$374.2K0.21%+2,016New
Safe Harbor Family Capital, LLC2,016$374.2K0.33%+2,016New
Tempo Wealth, LLC2,014$373.8K0.07%+2,014New
Krilogy Financial LLC2,035$373.7K0.01%+5+0.2%Added
Phillips Wealth Planners LLC2,007$373.3K0.30%+541+36.9%Added
Evanson Asset Management, LLC2,010$373.1K0.02%+7+0.3%Added
Atom Investors LP2,005$372.1K0.03%+2,005New
Gateway Investment Advisers LLC2,004$372.0K0.00%+413+26.0%Added
SNS Financial Group, LLC2,000$371.2K0.03%00.0%Unchanged
C2C Wealth Management, LLC2,000$371.2K0.31%00.0%Unchanged
Hardy Reed LLC2,000$371.1K0.03%+210+11.7%Added
World Equity Group, Inc.1,995$370.3K0.10%+1,995New
Parkside Financial Bank & Trust1,977$367.0K0.03%+49+2.5%Added
Baltimore-Washington Financial Advisors, Inc.1,974$366.4K0.02%−98−4.7%Reduced
Wealth Science Advisors LLC1,969$365.5K0.21%+1,969New
Main Street Financial Solutions, LLC1,966$364.8K0.03%−368−15.8%Reduced
First Foundation Advisors1,963$364.4K0.01%+1,963New
Aureus Asset Management, LLC1,950$361.9K0.02%−166−7.8%Reduced
Commons Capital, LLC1,950$361.9K0.25%+4+0.2%Added
Prosperity Financial Group, Inc.1,948$361.6K0.13%+1+0.1%Added
Discipline Wealth Solutions, LLC1,931$358.4K0.07%+11+0.6%Added
Circle Wealth Management, LLC1,919$356.2K0.01%+1,919New
Foster Group, Inc.1,910$354.5K0.01%+10+0.5%Added
Portfolio Resources Advisor Group, Inc.1,892$351.2K0.35%+1,892New
Moss Adams Wealth Advisors LLC1,888$350.5K0.03%+229+13.8%Added
Wealthcare Advisory Partners LLC1,882$349.4K0.01%+253+15.5%Added
Prudent Man Advisors, LLC1,877$348.4K0.13%+7+0.4%Added
Smith, Moore & Co.1,875$348.0K0.03%+3+0.2%Added
Angeles Wealth Management, LLC1,870$347.1K0.02%+28+1.5%Added
Boston Private Wealth LLC1,862$345.7K0.02%−252−11.9%Reduced
Robertson Stephens Wealth Management, LLC1,859$345.2K0.01%+1,859New
Register Financial Advisors LLC1,859$345.0K0.13%−175−8.6%Reduced
Foundations Investment Advisors, LLC1,851$343.6K0.00%−515−21.8%Reduced
Modera Wealth Management, LLC1,837$340.9K0.00%+30+1.7%Added
Bullock Wealth Management Group1,836$340.8K0.17%+4+0.2%Added
Daymark Wealth Partners, LLC1,835$340.6K0.01%+32+1.8%Added
VUB Generali dochodkova spravcovska spolocnost, a.s.1,831$339.9K0.26%+1,831New
CMC Financial Group1,827$339.1K0.61%+27+1.5%Added
Sentry Investment Management LLC1,790$332.0K0.22%00.0%Unchanged
Cromwell Holdings LLC1,781$330.6K0.18%00.0%Unchanged
Values Added Financial LLC1,776$329.6K0.14%00.0%Unchanged
Sageworth Trust Co1,775$329.5K0.01%−2,692−60.3%Reduced
Fourth Dimension Wealth, LLC1,771$328.7K0.12%+6+0.3%Added
Fortis Group Advisors, LLC1,742$328.1K0.06%−131−7.0%Reduced
FSM Wealth Advisors, LLC1,766$327.7K0.04%+104+6.3%Added
Chicago Partners Investment Group LLC1,777$326.4K0.01%+30+1.7%Added
Accurate Wealth Management, LLC1,747$325.1K0.04%−149−7.9%Reduced
Cercano Management LLC1,736$322.2K0.01%00.0%Unchanged
Sowell Financial Services LLC1,732$321.5K0.01%+478+38.1%Added
VestGen Advisors, LLC1,732$321.5K0.01%−543−23.9%Reduced
Crawford Investment Counsel Inc1,731$321.3K0.01%00.0%Unchanged
AlphaCentric Advisors LLC1,723$319.8K0.32%+1,723New
Optas, LLC1,721$319.4K0.05%−15−0.9%Reduced
Everpar Advisors LLC1,719$319.1K0.12%+1,719New
Cahill Financial Advisors Inc1,719$319.0K0.03%+1+0.1%Added
Motco1,714$318.1K0.03%00.0%Unchanged
Fisher Asset Management, LLC1,710$317.4K0.00%+123+7.8%Added
Onefund, LLC1,707$316.8K0.19%+125+7.9%Added
Trust Point Inc.1,706$316.6K0.03%−296−14.8%Reduced
Clarius Group, LLC1,703$316.1K0.02%−143−7.7%Reduced
Soltis Investment Advisors LLC1,701$315.7K0.02%+143+9.2%Added
Middleton & Co Inc1,700$315.5K0.03%00.0%Unchanged
Fell Capital Management1,700$315.5K0.31%+1,700New
Lafayette Investments, Inc.1,699$315.4K0.06%00.0%Unchanged
Regions Financial Corp1,694$314.4K0.00%−203−10.7%Reduced