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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
Old Port Advisors1,247$231.5K0.06%+9+0.7%Added
Scotia Capital Inc.1,245$231.0K0.00%+13+1.1%Added
TABR Capital Management, LLC1,239$230.0K0.15%−88−6.6%Reduced
Holderness Investments Co1,237$229.6K0.05%+60+5.1%Added
London & Capital Asset Management Ltd1,237$229.5K0.00%+1,237New
PUREfi Wealth, LLC1,235$229.2K0.18%−279−18.4%Reduced
Jackson Hole Capital Partners, LLC1,235$229.2K0.04%00.0%Unchanged
Key Financial Inc1,231$228.5K0.04%00.0%Unchanged
Allen Capital Group, LLC1,220$226.4K0.02%+34+2.9%Added
Kovack Advisors, Inc.1,217$225.9K0.01%+1,217New
FLC Capital Advisors1,215$225.5K0.04%00.0%Unchanged
Charter Trust Co1,214$225.3K0.01%−12−1.0%Reduced
NorthCrest Asset Manangement, LLC1,219$225.2K0.01%−475−28.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,203$223.3K0.04%+115+10.6%Added
Mattern Wealth Management LLC1,200$222.7K0.04%−200−14.3%Reduced
Jag Capital Management, LLC1,200$222.7K0.02%00.0%Unchanged
Sterling Investment Advisors, Ltd.1,200$222.7K0.04%00.0%Unchanged
Samalin Investment Counsel, LLC1,200$222.7K0.08%−40−3.2%Reduced
Elite Life Management LLC1,128$221.0K0.36%+1,128New
Private Trust Co NA1,190$220.9K0.02%+242+25.5%Added
True North Advisors, LLC1,187$220.3K0.03%−73−5.8%Reduced
Keebeck Wealth Management, LLC1,187$220.3K0.03%+24+2.1%Added
StoryOne LLC0$220.1K0.13%0New
Bingham Private Wealth, LLC1,185$219.9K0.19%+1,185New
Silverlake Wealth Management LLC1,176$218.4K0.05%−25−2.1%Reduced
Greykasell Wealth Strategies, Inc.1,174$217.9K0.09%00.0%Unchanged
Van Cleef Asset Management,Inc1,172$217.5K0.02%00.0%Unchanged
Cidel Asset Management Inc1,169$217.0K0.02%−106−8.3%Reduced
West Michigan Advisors, LLC1,162$215.7K0.05%+1+0.1%Added
Cambient Family Office, LLC1,158$214.9K0.03%+1,158New
Bedel Financial Consulting, Inc.1,153$214.0K0.02%00.0%Unchanged
Birch Hill Investment Advisors LLC1,152$213.8K0.01%00.0%Unchanged
Jaffetilchin Investment Partners, LLC1,147$212.8K0.01%+1,147New
Capital Performance Advisors LLP1,146$212.7K0.02%+1,146New
Tradition Wealth Management, LLC1,144$212.3K0.02%+21+1.9%Added
Kathmere Capital Management, LLC1,144$212.3K0.01%+1,144New
Axxcess Wealth Management, LLC1,137$211.0K0.00%+1,137New
Havemeyer Place LP1,136$210.9K0.04%+1,136New
Clark Capital Management Group, Inc.1,135$210.7K0.00%+1,135New
NorthRock Partners, LLC1,129$209.6K0.00%−6,956−86.0%Reduced
Anchyra Partners LLC1,128$209.4K0.06%+1,128New
Graves-Light Private Wealth Management, Inc.1,120$207.9K0.02%+1,120New
Parkway Wealth Management Group, LLC1,119$207.7K0.03%+1,119New
Successful Portfolios LLC1,113$207.1K0.11%−12−1.1%Reduced
Hilltop Wealth Advisors, LLC1,114$206.8K0.10%+1,114New
Intellus Advisors LLC1,113$206.6K0.03%+1,113New
Birch Financial Group, LLC1,113$206.5K0.12%−15−1.3%Reduced
Calamos Wealth Management LLC1,109$205.8K0.01%+1,109New
Longboard Asset Management, LP1,106$205.3K1.31%+1,106New
Arcadia Investment Management Corp1,103$204.7K0.03%+2+0.2%Added
Certified Advisory Corp1,102$204.5K0.02%+1,102New
Advus Financial Partners, LLC1,101$204.4K0.05%+1,101New
Optimize Financial Inc1,098$203.8K0.10%+1,098New
Alpha Zero LLC1,097$203.6K0.11%−174−13.7%Reduced
Abacus Planning Group, Inc.1,097$203.6K0.03%−68−5.8%Reduced
Fundamentun, LLC1,094$203.1K0.01%−113−9.4%Reduced
First National Trust Co1,091$202.5K0.01%+1,091New
Ieq Capital, LLC1,088$201.9K0.00%−46,661−97.7%Reduced
Greenwich Wealth Management LLC1,081$201.0K0.01%+1,081New
Tritonpoint Wealth, LLC1,083$200.9K0.02%−117−9.8%Reduced
Princeton Global Asset Management LLC1,064$197.5K0.03%+63+6.3%Added
City State Bank1,058$196.4K0.05%00.0%Unchanged
Westfuller Advisors, LLC1,052$195.2K0.08%−12−1.1%Reduced
Steigerwald, Gordon & Koch Inc.1,046$194.2K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,030$191.2K0.07%+996+2,929.4%Added
Clear Street Markets LLC1,018$189.0K0.03%−137−11.9%Reduced
NBC Securities, Inc.1,003$186.2K0.01%+337+50.6%Added
Bollard Group LLC979$182.0K0.00%00.0%Unchanged
DV Equities, LLC967$179.5K0.03%+967New
North Star Investment Management Corp.961$178.3K0.01%+5+0.5%Added
SageView Advisory Group, LLC940$174.6K0.01%+940New
Colonial Trust Co938$174.1K0.02%−227−19.5%Reduced
Family Capital Trust Co931$172.8K0.06%+11+1.2%Added
Ameriflex Group, Inc.925$171.8K0.09%−698−43.0%Reduced
ORG Wealth Partners, LLC921$170.9K0.04%−46−4.8%Reduced
Camelot Portfolios, LLC900$167.0K0.10%+900New
Sit Investment Associates Inc885$164.0K0.00%00.0%Unchanged
Cary Street Partners Financial LLC873$162.0K0.00%−247−22.1%Reduced
Atlantic Trust, LLC871$161.7K0.03%00.0%Unchanged
Reflection Asset Management834$154.8K0.11%+834New
HM Payson & Co830$154.1K0.00%00.0%Unchanged
UMA Financial Services, Inc.818$151.9K0.02%+17+2.1%Added
Turning Point Benefit Group, Inc.817$151.6K0.08%+106+14.9%Added
First United Bank Trust800$148.5K0.05%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.800$148.0K0.00%00.0%Unchanged
CVA Family Office, LLC793$147.2K0.02%+17+2.2%Added
Barnes Dennig Private Wealth Management LLC789$146.4K0.15%+763+2,934.6%Added
GHP Investment Advisors, Inc.775$143.8K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.757$141.0K0.01%+599+379.1%Added
Centennial Bank740$137.4K0.05%00.0%Unchanged
Inlight Wealth Management, LLC720$133.6K0.05%00.0%Unchanged
Covestor Ltd711$132.0K0.07%+466+190.2%Added
Flagship Wealth Advisors, LLC700$129.9K0.04%−15−2.1%Reduced
Webster Bank, N. A.700$129.9K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC700$129.9K0.02%00.0%Unchanged
Trust Co of Vermont699$129.7K0.01%+177+33.9%Added
Glen Eagle Advisors, LLC698$129.6K0.02%−67−8.8%Reduced
Global X Japan Co., Ltd.682$126.6K0.01%−728−51.6%Reduced
Essential Partners LLC681$126.4K0.04%−569−45.5%Reduced
ORG Partners LLC680$126.2K0.02%+18+2.7%Added