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
- 1,437
- +127 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
- 212
- 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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 663 | $123.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 657 | $121.9K | 0.14% | +1+0.2% | Added |
| WPG Advisers, LLC | 643 | $119.3K | 0.09% | +452+236.6% | Added |
| Eastern Bank | 631 | $117.1K | 0.00% | +131+26.2% | Added |
| Cullen/Frost Bankers, Inc. | 592 | $109.8K | 0.00% | +168+39.6% | Added |
| Cape Investment Advisory, Inc. | 591 | $109.7K | 0.03% | +162+37.8% | Added |
| Orion Capital Management LLC | 588 | $109.1K | 0.04% | −84−12.5% | Reduced |
| Creative Financial Designs Inc | 583 | $108.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 574 | $106.5K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 563 | $104.5K | 0.01% | +40+7.6% | Added |
| MCF Advisors LLC | 562 | $104.3K | 0.01% | +39+7.5% | Added |
| Bank & Trust Co | 550 | $102.1K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 512 | $95.0K | 0.01% | +2+0.4% | Added |
| Catalyst Capital Advisors LLC | 505 | $93.7K | 0.00% | −364−41.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 500 | $92.8K | 0.06% | +500 | New |
| Independence Bank of Kentucky | 496 | $92.1K | 0.01% | +45+10.0% | Added |
| Rosenberg Matthew Hamilton | 491 | $91.1K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 486 | $90.2K | 0.01% | +486 | New |
| Bruce G. Allen Investments, LLC | 461 | $85.6K | 0.06% | −261−36.1% | Reduced |
| Pinnacle Bancorp, Inc. | 450 | $83.5K | 0.02% | 00.0% | Unchanged |
| Franchise GP Ltd | 449 | $83.3K | 0.10% | +449 | New |
| Garton & Associates Financial Advisors LLC | 419 | $77.7K | 0.04% | +419 | New |
| Salomon & Ludwin, LLC | 419 | $77.4K | 0.01% | +83+24.7% | Added |
| Avalon Trust Co | 412 | $76.5K | 0.00% | −8−1.9% | Reduced |
| Asset Dedication, LLC | 405 | $75.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $74.2K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $74.2K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 395 | $73.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 394 | $73.1K | 0.03% | −35−8.2% | Reduced |
| GW&K Investment Management, LLC | 392 | $73.0K | 0.00% | +32+8.9% | Added |
| Bell Investment Advisors, Inc | 386 | $71.6K | 0.01% | +93+31.7% | Added |
| Versant Capital Management, Inc | 386 | $71.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 379 | $70.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 366 | $67.9K | 0.01% | +366 | New |
| Caldwell Trust Co | 361 | $67.0K | 0.01% | −49−12.0% | Reduced |
| Anchor Investment Management, LLC | 350 | $65.0K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 348 | $64.6K | 0.07% | +348 | New |
| Silvant Capital Management LLC | 348 | $64.6K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 343 | $63.7K | 0.06% | +343 | New |
| Piscataqua Savings Bank | 338 | $62.7K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 335 | $62.2K | 0.04% | +335 | New |
| Copia Wealth Management | 333 | $61.8K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 328 | $61.0K | 0.01% | +34+11.6% | Added |
| Financial Management Professionals, Inc. | 325 | $60.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 320 | $59.4K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 302 | $56.1K | 0.04% | +1+0.3% | Added |
| IAG Wealth Partners, LLC | 300 | $55.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $54.2K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 280 | $52.0K | 0.04% | +280 | New |
| Elyxium Wealth, LLC | 274 | $50.9K | 0.01% | +274 | New |
| Kemnay Advisory Services Inc. | 274 | $50.9K | 0.01% | +274 | New |
| Manitou Investment Management Ltd. | 270 | $50.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 263 | $48.8K | 0.01% | −110−29.5% | Reduced |
| Richardson Financial Services Inc. | 257 | $47.7K | 0.03% | +230+851.9% | Added |
| Truvestments Capital LLC | 250 | $46.4K | 0.01% | −28−10.1% | Reduced |
| Sunbelt Securities, Inc. | 244 | $45.2K | 0.00% | +38+18.4% | Added |
| Cornerstone Planning Group LLC | 243 | $44.7K | 0.01% | +149+158.5% | Added |
| Keating Financial Advisory Services, Inc. | 239 | $44.4K | 0.01% | +239 | New |
| Financial Perspectives, Inc | 231 | $42.9K | 0.01% | −21−8.3% | Reduced |
| Optima Capital LLC | 224 | $41.6K | 0.02% | +224 | New |
| First Command Advisory Services, Inc. | 223 | $41.4K | 0.00% | +18+8.8% | Added |
| Dunhill Financial, LLC | 223 | $41.4K | 0.01% | +36+19.3% | Added |
| CBIZ Investment Advisory Services, LLC | 216 | $40.1K | 0.00% | −10−4.4% | Reduced |
| Hollencrest Capital Management | 215 | $39.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 215 | $39.9K | 0.00% | +3+1.4% | Added |
| N.E.W. Advisory Services LLC | 212 | $39.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 211 | $39.2K | 0.01% | +76+56.3% | Added |
| Newbridge Financial Services Group, Inc. | 210 | $39.0K | 0.01% | −97−31.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 207 | $38.4K | 0.02% | +12+6.2% | Added |
| JNBA Financial Advisors | 205 | $38.1K | 0.00% | −95−31.7% | Reduced |
| Hughes Financial Services, LLC | 203 | $37.7K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $37.1K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $37.1K | 0.03% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $37.1K | 0.03% | +200 | New |
| NBT Bank N A | 238 | $36.5K | 0.00% | +8+3.5% | Added |
| Roxbury Financial LLC | 196 | $36.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 186 | $34.5K | 0.01% | +10+5.7% | Added |
| Quest 10 Wealth Builders, Inc. | 184 | $34.2K | 0.03% | −2−1.1% | Reduced |
| McIlrath & Eck, LLC | 184 | $34.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 182 | $33.8K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 181 | $33.7K | 0.00% | +181 | New |
| Wealth Preservation Advisors, LLC | 181 | $33.6K | 0.02% | +9+5.2% | Added |
| Sittner & Nelson, LLC | 171 | $33.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 172 | $32.1K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 168 | $31.2K | 0.00% | +19+12.8% | Added |
| Central Pacific Bank - Trust Division | 160 | $29.7K | 0.00% | +35+28.0% | Added |
| Highline Wealth Partners LLC | 155 | $28.8K | 0.01% | +12+8.4% | Added |
| Swiss Re Ltd | 155 | $28.8K | 0.00% | +155 | New |
| Marquette Asset Management, LLC | 153 | $28.4K | 0.00% | +59+62.8% | Added |
| Signature Equity Partners, LLC | 153 | $28.4K | 0.02% | +153 | New |
| Park Place Capital Corp | 152 | $28.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 151 | $28.0K | 0.00% | +33+28.0% | Added |
| Albion Financial Group | 148 | $27.5K | 0.00% | −15−9.2% | Reduced |
| Solstein Capital, LLC | 148 | $27.5K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 148 | $27.4K | 0.00% | −27−15.4% | Reduced |
| Howard Hughes Medical Institute | 147 | $27.3K | 0.02% | +4+2.8% | Added |
| Burkett Financial Services, LLC | 146 | $27.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 143 | $26.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 142 | $26.4K | 0.03% | 00.0% | Unchanged |