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.
| 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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 55,753 | $10.3M | 0.15% | +31,753+132.3% | Added |
| Tiaa Trust, National Association | 55,469 | $10.3M | 0.02% | −67,811−55.0% | Reduced |
| CWM, LLC | 54,923 | $10.2M | 0.03% | −3,617−6.2% | Reduced |
| Entropy Technologies, LP | 54,824 | $10.2M | 0.55% | −6,811−11.1% | Reduced |
| Harbour Trust & Investment Management Co | 54,607 | $10.1M | 1.03% | −110.0% | Reduced |
| DuPont Capital Management Corp | 54,536 | $10.1M | 1.14% | −19,200−26.0% | Reduced |
| Aptus Capital Advisors, LLC | 54,276 | $10.1M | 0.09% | +2,128+4.1% | Added |
| CI Private Wealth, LLC | 54,067 | $10.0M | 0.01% | +3,915+7.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 53,553 | $9.94M | 0.26% | −2,704−4.8% | Reduced |
| Windle Wealth, LLC | 53,381 | $9.91M | 4.44% | −2,659−4.7% | Reduced |
| Atria Investments LLC | 53,196 | $9.87M | 0.11% | +2,413+4.8% | Added |
| WESPAC Advisors SoCal, LLC | 53,123 | $9.86M | 1.99% | +129+0.2% | Added |
| Pensionfund DSM Netherlands | 52,753 | $9.79M | 6.45% | 00.0% | Unchanged |
| Brookstone Capital Management | 52,177 | $9.68M | 0.11% | +6,818+15.0% | Added |
| Pinnacle Associates Ltd | 51,643 | $9.59M | 0.12% | −954−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 50,642 | $9.40M | 0.14% | −11,256−18.2% | Reduced |
| Intech Investment Management LLC | 50,599 | $9.39M | 0.08% | −11,755−18.9% | Reduced |
| Greenland Capital Management LP | 50,354 | $9.35M | 1.35% | −11,302−18.3% | Reduced |
| Kingdon Capital Management, L.L.C. | 50,000 | $9.28M | 1.42% | −10,000−16.7% | Reduced |
| GeoWealth Management, LLC | 49,773 | $9.24M | 0.34% | +2,537+5.4% | Added |
| Signature Estate & Investment Advisors LLC | 49,354 | $9.16M | 0.18% | +1,974+4.2% | Added |
| Tudor Investment Corp Et Al | 49,300 | $9.15M | 0.05% | +49,300 | New |
| Man Group plc | 49,043 | $9.10M | 0.02% | +7,482+18.0% | Added |
| Pathstone Holdings, LLC | 48,160 | $8.94M | 0.03% | +1,398+3.0% | Added |
| Consolidated Planning Corp | 47,374 | $8.79M | 0.89% | −4,545−8.8% | Reduced |
| Triglav Skladi, D.O.O. | 47,166 | $8.75M | 0.55% | +35,566+306.6% | Added |
| Triasima Portfolio Management inc. | 44,659 | $8.29M | 1.24% | −1,550−3.4% | Reduced |
| Callahan Advisors, LLC | 44,585 | $8.28M | 0.68% | −1,212−2.6% | Reduced |
| Advisors Management Group Inc | 44,275 | $8.22M | 1.50% | −2,451−5.2% | Reduced |
| Vanderbilt University | 44,143 | $8.19M | 1.40% | +534+1.2% | Added |
| Millennium Management LLC | 43,212 | $8.02M | 0.01% | −422,794−90.7% | Reduced |
| Windward Capital Management Co | 42,995 | $7.98M | 0.63% | −2,770−6.1% | Reduced |
| Naviter Wealth, LLC | 42,929 | $7.97M | 1.04% | −3,896−8.3% | Reduced |
| Vise Technologies, Inc. | 42,890 | $7.96M | 0.16% | +9,198+27.3% | Added |
| Azimuth Capital Investment Management LLC | 42,797 | $7.94M | 0.28% | −13,552−24.1% | Reduced |
| Osmosis Investment Management UK Ltd | 42,421 | $7.87M | 0.20% | +42,421 | New |
| Allianz SE | 42,397 | $7.87M | 0.10% | +34,287+422.8% | Added |
| Peapack Gladstone Financial Corp | 42,265 | $7.84M | 0.10% | −1,698−3.9% | Reduced |
| Kentucky Retirement Systems | 42,016 | $7.80M | 0.21% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 41,651 | $7.73M | 0.37% | −2,261−5.1% | Reduced |
| DoubleLine ETF Adviser LP | 41,432 | $7.69M | 2.31% | +3,500+9.2% | Added |
| Spirit of America Management Corp | 41,425 | $7.69M | 1.63% | +1,600+4.0% | Added |
| Generali Asset Management SPA SGR | 40,792 | $7.57M | 0.15% | +10,011+32.5% | Added |
| Empowered Funds, LLC | 40,704 | $7.56M | 0.13% | −3,251−7.4% | Reduced |
| Neo Ivy Capital Management | 40,704 | $7.56M | 1.19% | +40,704 | New |
| Carret Asset Management, LLC | 40,447 | $7.51M | 0.71% | −1,164−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 40,031 | $7.43M | 0.08% | +40,031 | New |
| Hartford Investment Management Co | 39,710 | $7.37M | 0.22% | +438+1.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 39,099 | $7.35M | 0.02% | +39,099 | New |
| Kestra Private Wealth Services, LLC | 38,845 | $7.21M | 0.09% | +5,766+17.4% | Added |
| Walleye Capital LLC | 38,536 | $7.15M | 0.04% | +22,263+136.8% | Added |
| Brasada Capital Management, LP | 37,554 | $7.02M | 1.21% | −1,954−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 37,090 | $6.88M | 0.10% | +12,953+53.7% | Added |
| Vestmark Advisory Solutions, Inc. | 36,607 | $6.79M | 0.09% | +3,406+10.3% | Added |
| Agf Management Ltd | 36,553 | $6.78M | 0.03% | −23,105−38.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 36,456 | $6.77M | 0.11% | +36,456 | New |
| Cambridge Investment Research Advisors, Inc. | 35,831 | $6.65M | 0.02% | +3,235+9.9% | Added |
| Warren Averett Asset Management, LLC | 35,800 | $6.64M | 0.05% | −5,312−12.9% | Reduced |
| Longbow Finance SA | 35,681 | $6.62M | 1.12% | −23,214−39.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 35,627 | $6.61M | 0.06% | +2,679+8.1% | Added |
| Boothbay Fund Management, LLC | 35,515 | $6.59M | 0.17% | +7,625+27.3% | Added |
| KMG Fiduciary Partners, LLC | 35,506 | $6.59M | 0.47% | −148−0.4% | Reduced |
| Fairfield Financial Advisors, LTD | 35,458 | $6.58M | 2.15% | +2,406+7.3% | Added |
| Louisiana State Employees Retirement System | 35,100 | $6.51M | 0.11% | 00.0% | Unchanged |
| Asset Planning Services Inc | 35,035 | $6.50M | 2.87% | +35,035 | New |
| Dai-Ichi Life Insurance Company, Ltd | 34,715 | $6.44M | 0.17% | −5,614−13.9% | Reduced |
| Maryland State Retirement & Pension System | 34,659 | $6.43M | 0.13% | +1,300+3.9% | Added |
| Gulf International Bank (UK) Ltd | 33,976 | $6.31M | 0.20% | +56+0.2% | Added |
| Vident Advisory, LLC | 33,859 | $6.28M | 0.06% | −14,461−29.9% | Reduced |
| Beck Capital Management, LLC | 33,826 | $6.28M | 1.49% | +546+1.6% | Added |
| Patton Fund Management, Inc. | 33,422 | $6.20M | 0.83% | +11,935+55.5% | Added |
| Sterling Capital Management LLC | 33,421 | $6.20M | 0.10% | −2,672−7.4% | Reduced |
| Vontobel Holding Ltd. | 33,353 | $6.19M | 0.02% | −88−0.3% | Reduced |
| Bokf, NA | 33,310 | $6.18M | 0.09% | +24,546+280.1% | Added |
| Indivisible Partners | 33,112 | $6.15M | 0.67% | +33,112 | New |
| Westwood Holdings Group Inc. | 32,983 | $6.12M | 0.05% | +25,479+339.5% | Added |
| Stevens Capital Management LP | 32,746 | $6.08M | 2.14% | −13,803−29.7% | Reduced |
| Brinker Capital Investments, LLC | 32,575 | $6.05M | 0.04% | +4,386+15.6% | Added |
| Azzad Asset Management Inc | 32,429 | $6.02M | 0.59% | +5,217+19.2% | Added |
| Merit Financial Group, LLC | 32,117 | $5.96M | 0.05% | +2,470+8.3% | Added |
| Legacy CG, LLC | 31,964 | $5.93M | 1.66% | −428−1.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $5.87M | 0.41% | 00.0% | Unchanged |
| First Pacific Financial | 31,300 | $5.81M | 0.76% | −1,977−5.9% | Reduced |
| Nomura Holdings Inc | 31,197 | $5.79M | 0.02% | −38,010−54.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,138 | $5.78M | 0.03% | +1,731+5.9% | Added |
| New Mexico Educational Retirement Board | 30,748 | $5.71M | 0.17% | +2,700+9.6% | Added |
| D L Carlson Investment Group Inc | 30,305 | $5.62M | 0.95% | −396−1.3% | Reduced |
| Beacon Financial Planning, Inc | 30,046 | $5.58M | 2.69% | +1,927+6.9% | Added |
| Meiji Yasuda America Inc | 29,993 | $5.57M | 1.28% | +29,993 | New |
| VMS Asset Management Limited | 29,950 | $5.56M | 2.14% | +29,950 | New |
| Blair William & Co | 29,941 | $5.56M | 0.01% | −1,837−5.8% | Reduced |
| E. Ohman J:or Asset Management AB | 29,185 | $5.42M | 0.13% | +1,591+5.8% | Added |
| Pensionfund Sabic | 28,559 | $5.30M | 1.44% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 28,136 | $5.22M | 0.06% | +15,334+119.8% | Added |
| Spire Wealth Management | 27,333 | $5.07M | 0.17% | +23,147+553.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 27,288 | $5.06M | 0.22% | +2,129+8.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,131 | $5.04M | 0.01% | −310,345−92.0% | Reduced |
| Red Cedar Investment Management, LLC | 26,882 | $4.99M | 0.54% | +6,442+31.5% | Added |
| Rainey & Randall Investment Management Inc. | 26,647 | $4.95M | 0.81% | −931−3.4% | Reduced |
| MAI Capital Management | 26,576 | $4.93M | 0.03% | +1,738+7.0% | Added |