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 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 26,507 | $4.92M | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26,386 | $4.90M | 0.41% | +6,259+31.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,380 | $4.90M | 0.34% | −466−1.7% | Reduced |
| Retirement Management Systems Inc. | 26,302 | $4.88M | 1.25% | +26,302 | New |
| Envestnet Portfolio Solutions, Inc. | 26,283 | $4.88M | 0.02% | +12,437+89.8% | Added |
| Landscape Capital Management, L.L.C. | 25,759 | $4.78M | 0.32% | −37,626−59.4% | Reduced |
| Advisors Preferred, LLC | 25,486 | $4.76M | 0.78% | +20,351+396.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $4.73M | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 25,418 | $4.72M | 0.09% | +5,564+28.0% | Added |
| Banque Cantonale Vaudoise | 25,204 | $4.68M | 0.17% | −14,684−36.8% | Reduced |
| Thames Capital Management LLC | 25,195 | $4.68M | 0.68% | +25,195 | New |
| Atlantic Union Bankshares Corp | 25,117 | $4.66M | 0.09% | +25+0.1% | Added |
| Bleakley Financial Group, LLC | 24,508 | $4.55M | 0.08% | +1,719+7.5% | Added |
| Callan Family Office, LLC | 24,507 | $4.55M | 0.10% | +15,685+177.8% | Added |
| Gamco Investors, Inc. Et Al | 24,166 | $4.49M | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 24,158 | $4.48M | 0.15% | +1,029+4.4% | Added |
| Siemens Fonds Invest GmbH | 23,782 | $4.47M | 0.24% | +5,235+28.2% | Added |
| Ascent Group, LLC | 24,081 | $4.47M | 0.15% | +2,296+10.5% | Added |
| Union Bancaire Privee, UBP SA | 29,950 | $4.45M | 0.07% | +29,950 | New |
| Horizon Investments, LLC | 23,842 | $4.43M | 0.06% | −22,525−48.6% | Reduced |
| Ostrum Asset Management | 23,714 | $4.40M | 0.21% | −9,289−28.1% | Reduced |
| Westover Capital Advisors, LLC | 23,683 | $4.40M | 0.80% | −1,269−5.1% | Reduced |
| Commerce Bank | 23,482 | $4.36M | 0.02% | +2,178+10.2% | Added |
| Assenagon Asset Management S.A. | 23,468 | $4.36M | 0.01% | +256+1.1% | Added |
| Private Advisor Group, LLC | 23,421 | $4.35M | 0.02% | +1,314+5.9% | Added |
| Romano Brothers and Company | 23,060 | $4.28M | 0.49% | −1,272−5.2% | Reduced |
| North Dakota State Investment Board | 22,951 | $4.26M | 0.16% | +22,951 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,845 | $4.24M | 0.03% | +1,583+7.4% | Added |
| Park Avenue Securities LLC | 22,788 | $4.23M | 0.04% | +4,423+24.1% | Added |
| Portfolio Design Labs, LLC | 22,658 | $4.21M | 0.69% | +1,656+7.9% | Added |
| Brown Advisory Inc | 22,604 | $4.20M | 0.01% | −1,996−8.1% | Reduced |
| UBS Asset Management Americas Inc | 22,474 | $4.17M | 0.00% | +1,379+6.5% | Added |
| Concurrent Investment Advisors, LLC | 22,422 | $4.16M | 0.05% | +2,922+15.0% | Added |
| Hamilton Capital Partners Inc. | 22,352 | $4.15M | 0.15% | −1,646−6.9% | Reduced |
| United Capital Financial Advisers, LLC | 22,347 | $4.15M | 0.03% | −434−1.9% | Reduced |
| Perpetual Ltd | 22,251 | $4.13M | 0.06% | −835−3.6% | Reduced |
| Spinnaker Trust | 22,200 | $4.12M | 0.22% | −300−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 22,185 | $4.12M | 0.16% | +342+1.6% | Added |
| Kestra Advisory Services, LLC | 22,152 | $4.11M | 0.02% | +1,645+8.0% | Added |
| Allworth Financial LP | 22,041 | $4.09M | 0.02% | +285+1.3% | Added |
| Boston Family Office LLC | 22,043 | $4.09M | 0.26% | −3,616−14.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $4.07M | 0.05% | +614+2.9% | Added |
| BCJ Capital Management, LLC | 21,472 | $3.99M | 0.23% | +21,472 | New |
| Brentview Investment Management LLC | 21,272 | $3.95M | 1.79% | +21,272 | New |
| Summit Place Financial Advisors, LLC | 21,146 | $3.92M | 1.90% | −1,675−7.3% | Reduced |
| Steel Peak Wealth Management LLC | 21,115 | $3.92M | 0.13% | +3,785+21.8% | Added |
| Argentarii, LLC | 21,107 | $3.92M | 1.32% | +50.0% | Added |
| Rational Advisors LLC | 21,000 | $3.90M | 0.40% | +21,000 | New |
| Pier 88 Investment Partners LLC | 21,000 | $3.90M | 0.87% | +21,000 | New |
| Raiffeisen Bank International AG | 20,718 | $3.89M | 0.05% | −4,454−17.7% | Reduced |
| FJ Capital Management LLC | 20,975 | $3.89M | 0.43% | −7,870−27.3% | Reduced |
| Omers Administration Corp | 20,194 | $3.75M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,085 | $3.73M | 0.09% | +3,792+23.3% | Added |
| Bleichroeder LP | 20,000 | $3.71M | 0.65% | 00.0% | Unchanged |
| Asset Planning,Inc | 19,902 | $3.69M | 2.60% | −209−1.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 19,899 | $3.69M | 0.14% | +3,550+21.7% | Added |
| Great Diamond Partners, LLC | 19,489 | $3.62M | 0.70% | −240−1.2% | Reduced |
| Jain Global LLC | 19,418 | $3.60M | 0.04% | +19,418 | New |
| Lincluden Management Ltd | 19,273 | $3.58M | 0.30% | −4,377−18.5% | Reduced |
| Kinneret Advisory, LLC | 19,269 | $3.58M | 0.30% | −527−2.7% | Reduced |
| Chesley Taft & Associates LLC | 19,165 | $3.56M | 0.14% | +1,117+6.2% | Added |
| Sequoia Financial Advisors, LLC | 19,002 | $3.53M | 0.02% | +958+5.3% | Added |
| Twinbeech Capital LP | 19,000 | $3.53M | 0.25% | +19,000 | New |
| Capital International Ltd | 18,909 | $3.51M | 0.12% | +18,909 | New |
| Laird Norton Trust Company, LLC | 18,776 | $3.49M | 0.07% | +18,776 | New |
| Securian Asset Management, Inc | 18,589 | $3.45M | 0.13% | −13,711−42.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 18,500 | $3.43M | 0.12% | +383+2.1% | Added |
| MUFG Securities Americas Inc. | 18,490 | $3.43M | 0.21% | +454+2.5% | Added |
| GWM Advisors LLC | 18,485 | $3.43M | 0.01% | +3,072+19.9% | Added |
| Sarasin & Partners LLP | 18,434 | $3.42M | 0.04% | −2,199−10.7% | Reduced |
| Harvest Fund Management Co., Ltd | 20,873 | $3.40M | 0.13% | +3,251+18.4% | Added |
| Wahed Invest LLC | 18,111 | $3.36M | 0.44% | −195−1.1% | Reduced |
| V-Square Quantitative Management LLC | 18,082 | $3.36M | 0.35% | −1,678−8.5% | Reduced |
| Hilton Capital Management, LLC | 17,990 | $3.34M | 0.25% | +17,990 | New |
| Kornitzer Capital Management Inc | 17,900 | $3.32M | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.27M | 0.21% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $3.25M | 0.31% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,397 | $3.23M | 0.05% | −11,955−40.7% | Reduced |
| Meeder Advisory Services, Inc. | 17,206 | $3.19M | 0.14% | +2,248+15.0% | Added |
| Everence Capital Management Inc | 17,153 | $3.18M | 0.19% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 17,020 | $3.16M | 0.22% | +1,463+9.4% | Added |
| Brant Point Investment Management LLC | 17,000 | $3.16M | 0.76% | +7,000+70.0% | Added |
| Nilsine Partners, LLC | 16,976 | $3.15M | 0.27% | +532+3.2% | Added |
| Capital Investment Advisors, LLC | 16,778 | $3.11M | 0.05% | −47−0.3% | Reduced |
| Benjamin Edwards Inc | 16,758 | $3.11M | 0.03% | +3,134+23.0% | Added |
| HB Wealth Management, LLC | 16,711 | $3.10M | 0.02% | +686+4.3% | Added |
| Impax Asset Management Group plc | 16,548 | $3.07M | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 16,257 | $3.02M | 0.56% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,226 | $3.01M | 0.03% | −2,631−14.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,190 | $3.00M | 0.20% | +664+4.3% | Added |
| D.A. Davidson & Co. | 16,062 | $2.98M | 0.02% | −389−2.4% | Reduced |
| Quadrant Capital Group LLC | 15,987 | $2.97M | 0.09% | +109+0.7% | Added |
| J. Safra Sarasin Holding AG | 15,833 | $2.94M | 0.05% | +11,060+231.7% | Added |
| Harvest Investment Services, LLC | 15,792 | $2.93M | 0.55% | +3,715+30.8% | Added |
| Verde Capital Management | 15,748 | $2.92M | 0.62% | −836−5.0% | Reduced |
| Pensionmark Financial Group, LLC | 15,723 | $2.92M | 0.05% | +3,427+27.9% | Added |
| Anson Funds Management LP | 15,500 | $2.88M | 0.40% | +15,500 | New |
| Simon Quick Advisors, LLC | 15,356 | $2.85M | 0.12% | +187+1.2% | Added |
| GAMMA Investing LLC | 15,266 | $2.83M | 0.14% | +1,394+10.0% | Added |
| CAPROCK Group, Inc. | 15,145 | $2.81M | 0.06% | −1,803−10.6% | Reduced |