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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
Magnetar Financial LLC1,691$313.9K0.00%+1,691New
WealthShield Partners, LLC1,690$313.7K0.03%+1,690New
Avidian Wealth Solutions, LLC1,690$313.7K0.01%+123+7.8%Added
Moody National Bank Trust Division1,688$313.3K0.03%+143+9.3%Added
Bridgewater Advisors Inc.1,779$312.7K0.02%+135+8.2%Added
KCM Investment Advisors LLC1,678$311.5K0.01%+52+3.2%Added
Regent Peak Wealth Advisors LLC1,671$310.2K0.06%−46−2.7%Reduced
Cambiar Investors LLC1,661$308.3K0.01%−506−23.4%Reduced
Leavell Investment Management, Inc.1,659$307.9K0.01%+59+3.7%Added
Rothschild Investment LLC1,653$306.9K0.02%+36+2.2%Added
XML Financial, LLC1,652$306.7K0.03%+318+23.8%Added
Mechanics Bank Trust Department1,649$306.1K0.04%00.0%Unchanged
Washington Trust Co1,645$305.3K0.01%+1,645New
Natural Investments, LLC1,646$305.0K0.08%+236+16.7%Added
Capital Investment Advisory Services, LLC1,641$304.6K0.02%+135+9.0%Added
Flagship Harbor Advisors, LLC1,640$304.4K0.01%−288−14.9%Reduced
Clear Trail Advisors, LLC1,639$304.2K0.07%+1,639New
Advisors Capital Management, LLC1,636$303.8K0.00%+118+7.8%Added
Cornerstone Wealth Group, LLC1,632$302.9K0.02%+95+6.2%Added
Analyst IMS Investment Management Services Ltd.1,624$301.0K0.01%−12−0.7%Reduced
Alongside, LLC1,621$300.9K0.10%+1,621New
Liberty Wealth Management LLC1,616$299.9K0.04%+27+1.7%Added
Hunter Associates Investment Management LLC1,600$297.0K0.04%00.0%Unchanged
Stonebrook Private Inc.1,579$293.1K0.06%+24+1.5%Added
Bogart Wealth, LLC1,567$290.9K0.01%00.0%Unchanged
May Hill Capital, LLC1,567$290.9K0.08%+136+9.5%Added
Founders Financial Securities LLC1,564$290.2K0.02%+87+5.9%Added
PCM Encore, LLC1,559$289.4K0.06%+1,559New
Strategic Wealth Partners, Ltd.1,557$289.0K0.02%00.0%Unchanged
Forum Financial Management, LP1,556$288.8K0.00%+1,556New
Delta Investment Management, LLC1,555$288.7K0.05%+1,555New
Northcape Wealth Management, LLC1,555$288.5K0.08%−341−18.0%Reduced
Quent Capital, LLC1,554$288.4K0.02%+242+18.4%Added
Westside Investment Management, Inc.1,538$287.2K0.05%00.0%Unchanged
Fortitude Advisory Group L.L.C.1,544$286.6K0.12%−50−3.1%Reduced
Kohmann Bosshard Financial Services, LLC1,519$281.9K0.03%00.0%Unchanged
Onyx Bridge Wealth Group LLC1,513$280.8K0.03%−2−0.1%Reduced
Avestar Capital, LLC1,510$280.3K0.02%−86−5.4%Reduced
Camden Capital, LLC1,506$279.7K0.02%+8+0.5%Added
Challenger Wealth Management1,502$278.8K0.21%+6+0.4%Added
Hanson & Doremus Investment Management1,500$278.0K0.03%00.0%Unchanged
Kane Investment Management, Inc.1,496$277.6K0.13%+1,496New
Procyon Private Wealth Partners, LLC1,492$276.9K0.01%+1,492New
Holistic Planning, LLC1,489$276.3K0.06%+1,489New
Schneider Downs Wealth Management Advisors, LP1,487$276.0K0.03%00.0%Unchanged
Courier Capital LLC1,487$276.0K0.02%00.0%Unchanged
FineMark National Bank & Trust1,486$275.8K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,477$274.1K0.01%−2,484−62.7%Reduced
AdvisorNet Financial, Inc1,460$271.0K0.01%+37+2.6%Added
Werba Rubin Papier Wealth Management1,450$269.2K0.07%+58+4.2%Added
Fairscale Capital, LLC1,448$268.8K0.18%00.0%Unchanged
Capstone Wealth Management Group, LLC1,445$268.2K0.11%+6+0.4%Added
Concorde Asset Management, LLC1,444$268.1K0.11%−40−2.7%Reduced
One Degree Advisors Inc1,438$266.0K0.07%−445−23.6%Reduced
Oxford Financial Group Ltd1,432$265.8K0.01%+37+2.7%Added
Revolve Wealth Partners, LLC1,430$265.4K0.03%+4+0.3%Added
Sovran Advisors, LLC1,404$264.2K0.02%+78+5.9%Added
Vectors Research Management, LLC1,422$264.0K0.08%00.0%Unchanged
Jackson Thornton Asset Management, LLC1,418$263.3K0.02%+1,418New
International Assets Investment Management, LLC1,416$262.9K0.02%+1,416New
Abel Hall, LLC1,395$258.8K0.06%+1,395New
Cyndeo Wealth Partners, LLC1,392$258.4K0.01%+131+10.4%Added
Colonial Trust Advisors1,392$258.4K0.02%00.0%Unchanged
Stonebridge Capital Advisors LLC1,390$258.0K0.02%+2+0.1%Added
Verdence Capital Advisors LLC1,385$257.1K0.02%+56+4.2%Added
MV Capital Management, Inc.1,384$256.9K0.02%00.0%Unchanged
Argent Advisors, Inc.1,384$256.9K0.07%+170+14.0%Added
FourThought Financial Partners, LLC1,383$256.7K0.02%−70−4.8%Reduced
Prelude Capital Management, LLC1,382$256.5K0.02%+1,382New
Investment Advisory Services Inc1,380$256.1K0.08%00.0%Unchanged
Harmony Asset Management LLC1,368$253.9K0.09%+17+1.3%Added
Focused Wealth Management, Inc1,361$252.6K0.03%+1+0.1%Added
Cooper Financial Group1,361$252.6K0.03%+107+8.5%Added
Carr Financial Group Corp1,358$252.0K0.07%−390−22.3%Reduced
Aspire Private Capital, LLC1,356$251.6K0.06%+2+0.1%Added
Diversified Enterprises, LLC1,352$250.9K0.01%+1,352New
Aberdeen Wealth Management LLC1,350$250.6K0.12%00.0%Unchanged
DRW Securities, LLC1,350$250.6K0.02%−22,610−94.4%Reduced
Drucker Wealth 3.0, LLC1,335$247.7K0.04%+5+0.4%Added
Private Management Group Inc1,330$246.9K0.01%00.0%Unchanged
RFG Advisory, LLC1,326$246.0K0.00%−39−2.9%Reduced
111 Capital1,317$244.4K0.05%+94+7.7%Added
Focus Financial Network, Inc.1,301$241.6K0.01%−415−24.2%Reduced
Wharton Business Group, LLC1,300$241.3K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC1,297$240.7K0.01%−637−32.9%Reduced
Park National Corp1,290$239.4K0.01%+118+10.1%Added
Perennial Investment Advisors, LLC1,288$239.1K0.02%+1,288New
Core Wealth Partners LLC1,284$238.3K0.11%+155+13.7%Added
Allen Mooney & Barnes Investment Advisors LLC1,283$238.1K0.04%−11−0.9%Reduced
Asset One Wealth Management LLC1,262$236.5K0.03%+1,262New
Cornerstone Financial Management LLC1,274$236.5K0.22%+1,274New
Wright Wealth LLC1,273$236.3K0.15%+1,273New
Engineers Gate Manager LP1,272$236.1K0.00%+1,272New
Wedgewood Investors Inc1,268$235.4K0.27%00.0%Unchanged
TrustBank1,263$234.4K0.10%+1,263New
Kanawha Capital Management LLC1,262$234.2K0.02%−383−23.3%Reduced
Centurion Wealth Management LLC1,260$233.9K0.05%00.0%Unchanged
Beacon Financial Group1,255$232.9K0.02%+5+0.4%Added
Munich Reinsurance Co Stock Corp in Munich1,238$232.7K0.01%+252+25.6%Added
Compass Wealth Management, LLC1,250$232.0K0.10%00.0%Unchanged