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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; 1,601 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.

Institutional holdersQ4 2025: 1,437 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: 1,437 institutionsQ1 2026: 1,497 institutionsQ2 2026: 1,601 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 20261,601$160.7B
Q1 20261,497$133.3B
Q4 20251,437$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
Activest Wealth Management0$00.00%−147−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−133−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−131−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−100−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−65−100.0%Sold out
Navigoe, LLC0$00.00%−60−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−55−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−37−100.0%Sold out
Manning & Napier Advisors LLC0$00.00%−29−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−23−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−27−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−22−100.0%Sold out
Montag A & Associates Inc0$00.00%−17−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−16−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−15−100.0%Sold out
Core Alternative Capital0$00.00%−14−100.0%Sold out
Hoey Investments, Inc0$00.00%−10−100.0%Sold out
Tidemark, LLC0$00.00%−6−100.0%Sold out
Hurley Capital, LLC0$00.00%−5−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−5−100.0%Sold out
Retirement Wealth Solutions LLC0$00.00%−1−100.0%Sold out
Financial Life Planners0$00.00%0Sold out
AXA Investment Managers S.A.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Shell Asset Management Co––––Not filed
American Assets Capital Advisers, LLC––––Not filed
Pinebridge Investments, L.P.––––Not filed
Glenmede Investment Management, LP––––Not filed
Wetherby Asset Management Inc––––Not filed
Synovus Financial Corp––––Not filed
Wolverine Trading, LLC––––Not filed
Benchmark Investment Advisors LLC––––Not filed
Moloney Securities Asset Management, LLC––––Not filed
Bridge Creek Capital Management LLC––––Not filed
First Affirmative Financial Network––––Not filed
Eisler Capital Management Ltd.––––Not filed
Lokken Investment Group LLC––––Not filed
Corton Capital Inc.––––Not filed
Full Sail Capital, LLC––––Not filed
Pinnacle Financial Partners Inc––––Not filed
Court Place Advisors, LLC––––Not filed
Point72 (DIFC) Ltd––––Not filed
Franchise Capital Ltd––––Not filed
FSA Wealth Management LLC––––Not filed
Creekmur Asset Management LLC––––Not filed
Binnacle Investments Inc––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed