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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 142 | $26.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 139 | $25.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 137 | $25.4K | 0.00% | +32+30.5% | Added |
| New England Capital Financial Advisors LLC | 136 | $25.3K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 135 | $25.1K | 0.00% | +28+26.2% | Added |
| High Note Wealth, LLC | 134 | $24.9K | 0.00% | +43+47.3% | Added |
| Avion Wealth | 134 | $24.0K | 0.01% | −1−0.7% | Reduced |
| Sfam, LLC | 125 | $23.2K | 0.02% | +125 | New |
| Ares Financial Consulting, LLC | 124 | $23.0K | 0.02% | +124 | New |
| Ogorek Anthony Joseph | 119 | $22.0K | 0.01% | −12−9.2% | Reduced |
| Smithfield Trust Co | 121 | $22.0K | 0.00% | +55+83.3% | Added |
| Prestige Wealth Management Group LLC | 114 | $21.2K | 0.00% | −8,612−98.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $21.2K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 112 | $20.8K | 0.01% | +82+273.3% | Added |
| Vision Financial Markets LLC | 111 | $20.5K | 0.02% | +1+0.9% | Added |
| J.Safra Asset Management Corp | 110 | $20.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 106 | $19.7K | 0.00% | +15+16.5% | Added |
| Wolff Wiese Magana LLC | 105 | $19.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 103 | $19.1K | 0.01% | −345−77.0% | Reduced |
| Abound Wealth Management | 102 | $19.0K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 101 | $18.9K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 101 | $18.7K | 0.01% | +23+29.5% | Added |
| Global Wealth Strategies & Associates | 100 | $18.6K | 0.00% | −100−50.0% | Reduced |
| Barrett & Company, Inc. | 100 | $18.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $18.6K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $18.6K | 0.01% | +100 | New |
| Kentucky Trust Co | 97 | $18.0K | 0.01% | +97 | New |
| Winch Advisory Services, LLC | 95 | $17.5K | 0.00% | +1+1.1% | Added |
| Kilter Group LLC | 92 | $17.1K | 0.01% | +33+55.9% | Added |
| Wellington-Altus USA Inc. | 92 | $17.1K | 0.01% | +92 | New |
| New Millennium Group LLC | 91 | $16.9K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 91 | $16.9K | 0.00% | +91 | New |
| South State Corp. | 85 | $15.8K | 0.00% | +29+51.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 85 | $15.8K | 0.00% | +85 | New |
| Citizens National Bank Trust Department | 83 | $15.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 81 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 81 | $15.0K | 0.01% | +81 | New |
| Birchbrook, Inc. | 80 | $14.9K | 0.01% | +21+35.6% | Added |
| Strive Financial Group ,LLC | 79 | $14.7K | 0.01% | +79 | New |
| Measured Wealth Private Client Group, LLC | 75 | $13.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 75 | $13.9K | 0.01% | +75 | New |
| Jessup Wealth Management, Inc | 74 | $13.8K | 0.00% | +74 | New |
| Y.D. More Investments Ltd | 73 | $13.6K | 0.00% | −215−74.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 73 | $13.6K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 69 | $12.9K | 0.00% | +69 | New |
| Bangor Savings Bank | 67 | $12.4K | 0.00% | +67 | New |
| Leonteq Securities AG | 65 | $12.1K | 0.00% | +21+47.7% | Added |
| Aspect Partners, LLC | 64 | $11.9K | 0.01% | +8+14.3% | Added |
| Sound Income Strategies, LLC | 61 | $11.7K | 0.00% | −145−70.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 62 | $11.6K | 0.00% | +9+17.0% | Added |
| Legacy Bridge, LLC | 58 | $10.8K | 0.00% | +58 | New |
| Loomis Sayles & Co L P | 58 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $10.6K | 0.00% | −6−9.5% | Reduced |
| SOA Wealth Advisors, LLC. | 10,376 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 54 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 54 | $10.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $9.84K | 0.00% | +24+82.8% | Added |
| Heritage Wealth Advisors | 52 | $9.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 51 | $9.47K | 0.00% | +27+112.5% | Added |
| VSM Wealth Advisory, LLC | 50 | $9.28K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 49 | $9.10K | 0.00% | −82−62.6% | Reduced |
| PFS Partners, LLC | 48 | $8.98K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 47 | $8.72K | 0.00% | −48−50.5% | Reduced |
| Compass Financial Services Inc | 46 | $8.59K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 46 | $8.54K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 46 | $8.53K | 0.00% | +24+109.1% | Added |
| Eq Wealth Advisors, LLC | 45 | $8.35K | 0.00% | +45 | New |
| Centerpoint Advisors, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 42 | $7.80K | 0.01% | +42 | New |
| Strategic Advocates LLC | 41 | $7.71K | 0.00% | 00.0% | Unchanged |
| Planning Project LLC | 37 | $6.90K | 0.00% | +37 | New |
| Principia Wealth Advisory, LLC | 36 | $6.68K | 0.00% | +4+12.5% | Added |
| Clayton Financial Group LLC | 35 | $6.50K | 0.00% | +35 | New |
| Clark Wealth Partners | 34 | $6.31K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $6.19K | 0.00% | +33 | New |
| Bryn Mawr Trust Co | 33 | $6.13K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 32 | $5.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $5.94K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 32 | $5.94K | 0.00% | +7+28.0% | Added |
| Lodestone Wealth Management LLC | 32 | $5.94K | 0.00% | +32 | New |
| TD Capital Management LLC | 31 | $5.79K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $5.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 29 | $5.40K | 0.00% | +4+16.0% | Added |
| WealthCollab, LLC | 29 | $5.38K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 26 | $4.84K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 26 | $4.83K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $4.64K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $4.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $4.08K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $4.08K | 0.00% | +7+46.7% | Added |
| Triumph Capital Management | 20 | $3.71K | 0.00% | +20 | New |
| S&T Bank | 18 | $3.34K | 0.00% | −11−37.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $3.34K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $3.34K | 0.00% | +7+63.6% | Added |
| Legacy Wealth Managment, LLC | 17 | $3.16K | 0.00% | +17 | New |
| Duncker Streett & Co Inc | 17 | $3.15K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 17 | $3.15K | 0.00% | +4+30.8% | Added |