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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 15,110 | $2.80M | 0.08% | −2,846−15.8% | Reduced |
| Two Sigma Advisers, LP | 15,100 | $2.80M | 0.01% | +6,700+79.8% | Added |
| Centaurus Financial, Inc. | 14,946 | $2.77M | 0.13% | +1,325+9.7% | Added |
| Sumitomo Life Insurance Co | 14,791 | $2.75M | 0.08% | +128+0.9% | Added |
| Principal Securities, Inc. | 14,641 | $2.72M | 0.04% | +3,798+35.0% | Added |
| XTX Topco Ltd | 14,590 | $2.71M | 0.07% | +14,590 | New |
| O'Rourke & Company, Inc | 14,558 | $2.70M | 1.05% | −228−1.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 14,400 | $2.67M | 0.21% | −1,485−9.3% | Reduced |
| Change Path, LLC | 14,322 | $2.66M | 0.06% | +194+1.4% | Added |
| Independent Advisor Alliance | 14,228 | $2.64M | 0.06% | +2,802+24.5% | Added |
| Coldstream Capital Management Inc | 14,110 | $2.62M | 0.03% | −430−3.0% | Reduced |
| BDF-Gestion | 14,077 | $2.61M | 0.32% | −938−6.2% | Reduced |
| Old Second National Bank of Aurora | 14,028 | $2.60M | 0.52% | −30−0.2% | Reduced |
| Bessemer Group Inc | 13,909 | $2.58M | 0.00% | +5,389+63.3% | Added |
| Blue Capital, Inc. | 13,781 | $2.56M | 1.82% | +13,781 | New |
| Advance Capital Management, Inc. | 13,723 | $2.55M | 0.11% | −30.0% | Reduced |
| HighPoint Advisor Group LLC | 13,699 | $2.54M | 0.06% | +1,327+10.7% | Added |
| RSM US Wealth Management LLC | 13,392 | $2.52M | 0.03% | −1,183−8.1% | Reduced |
| Nations Financial Group Inc, | 13,546 | $2.51M | 0.13% | −7,585−35.9% | Reduced |
| Donoghue Forlines LLC | 13,423 | $2.49M | 0.77% | +13,423 | New |
| Steward Partners Investment Advisory, LLC | 13,387 | $2.48M | 0.01% | +841+6.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,387 | $2.48M | 0.40% | +13,387 | New |
| Sanibel Captiva Trust Company, Inc. | 13,276 | $2.46M | 0.07% | +2,023+18.0% | Added |
| PEAK6 LLC | 13,226 | $2.45M | 0.07% | −2,949−18.2% | Reduced |
| Oak Thistle LLC | 13,192 | $2.45M | 0.34% | +13,192 | New |
| Garrison Bradford & Associates Inc | 13,176 | $2.45M | 2.66% | −75−0.6% | Reduced |
| Hartford Funds Management Co LLC | 13,115 | $2.43M | 0.20% | +4,309+48.9% | Added |
| Signaturefd, LLC | 13,056 | $2.42M | 0.04% | +1,018+8.5% | Added |
| Twin Capital Management Inc | 12,930 | $2.40M | 0.30% | −1,683−11.5% | Reduced |
| NTV Asset Management LLC | 12,822 | $2.38M | 0.25% | −505−3.8% | Reduced |
| Prospera Financial Services Inc | 12,416 | $2.31M | 0.04% | +550+4.6% | Added |
| Global Retirement Partners, LLC | 12,412 | $2.30M | 0.04% | +7,798+169.0% | Added |
| Wesbanco Bank Inc | 12,210 | $2.27M | 0.06% | −125−1.0% | Reduced |
| Taproot Management LP | 12,085 | $2.24M | 0.36% | +12,085 | New |
| Summit Trail Advisors, LLC | 12,083 | $2.24M | 0.04% | +660+5.8% | Added |
| Glenmede Trust Co NA | 12,039 | $2.23M | 0.01% | +12,039 | New |
| Skopos Labs, Inc. | 11,645 | $2.21M | 0.10% | +5,671+94.9% | Added |
| Grimes & Company, Inc. | 11,658 | $2.16M | 0.05% | +2,476+27.0% | Added |
| Independent Financial Group, LLC | 11,533 | $2.14M | 0.05% | +2,037+21.5% | Added |
| J.W. Cole Advisors, Inc. | 11,784 | $2.12M | 0.05% | +135+1.2% | Added |
| Ofi Invest Asset Management | 13,140 | $2.12M | 0.03% | +4,952+60.5% | Added |
| Mount Lucas Management LP | 11,396 | $2.12M | 0.94% | +14+0.1% | Added |
| GF Fund Management Co. Ltd. | 11,082 | $2.06M | 0.04% | +150+1.4% | Added |
| Resources Investment Advisors, LLC. | 10,949 | $2.03M | 0.02% | −160−1.4% | Reduced |
| LDR Capital Management LLC | 10,830 | $2.01M | 2.79% | +10,830 | New |
| Ballentine Partners, LLC | 10,813 | $2.01M | 0.03% | +150+1.4% | Added |
| Welch Group, LLC | 10,731 | $1.99M | 0.08% | +28+0.3% | Added |
| Drake & Associates, LLC | 10,700 | $1.99M | 0.40% | −5,599−34.4% | Reduced |
| Western Financial Corp | 10,696 | $1.99M | 0.79% | −1,178−9.9% | Reduced |
| RDA Financial Network | 10,670 | $1.98M | 0.48% | −2,059−16.2% | Reduced |
| Virtus Investment Advisers, Inc. | 10,614 | $1.97M | 0.54% | −960−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 10,529 | $1.95M | 0.01% | +1,992+23.3% | Added |
| Waterloo Capital, L.P. | 10,503 | $1.95M | 0.14% | −2,392−18.5% | Reduced |
| Morangie Management LLC | 10,496 | $1.95M | 1.55% | +3,663+53.6% | Added |
| American Financial Advisors, LLC | 10,449 | $1.94M | 0.25% | −414−3.8% | Reduced |
| James Investment Research Inc | 10,332 | $1.92M | 0.21% | +2,517+32.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,302 | $1.91M | 0.04% | +10,302 | New |
| Tema ETFs LLC | 10,186 | $1.89M | 0.15% | −28−0.3% | Reduced |
| Profund Advisors LLC | 10,178 | $1.89M | 0.06% | +1,961+23.9% | Added |
| Farther Finance Advisors, LLC | 10,143 | $1.88M | 0.02% | +1,675+19.8% | Added |
| NFP Retirement, Inc. | 10,127 | $1.88M | 0.11% | +7+0.1% | Added |
| Cullinan Associates Inc | 10,075 | $1.87M | 0.13% | −640−6.0% | Reduced |
| Snowden Capital Advisors LLC | 10,070 | $1.87M | 0.05% | +611+6.5% | Added |
| Stephens Inc | 10,018 | $1.86M | 0.02% | +352+3.6% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.86M | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 9,938 | $1.84M | 0.43% | −600−5.7% | Reduced |
| Bailard, Inc. | 9,899 | $1.84M | 0.04% | +1,079+12.2% | Added |
| Dorsey Wright & Associates | 9,894 | $1.84M | 0.40% | −80−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 9,873 | $1.83M | 0.12% | +99+1.0% | Added |
| Huntington National Bank | 9,849 | $1.83M | 0.01% | +2,705+37.9% | Added |
| Baird Financial Group, Inc. | 9,811 | $1.82M | 0.00% | −720−6.8% | Reduced |
| Greenleaf Trust | 9,805 | $1.82M | 0.02% | +161+1.7% | Added |
| BNP Paribas | 9,800 | $1.82M | 0.05% | +9,800 | New |
| Diversified Trust Co | 9,746 | $1.81M | 0.03% | −4,075−29.5% | Reduced |
| Coastal Bridge Advisors, LLC | 9,591 | $1.78M | 0.13% | −388−3.9% | Reduced |
| Arbor Capital Management Inc | 9,423 | $1.76M | 1.47% | −38−0.4% | Reduced |
| High Point Wealth Management, LLC | 9,390 | $1.74M | 1.64% | +9,390 | New |
| Denali Advisors LLC | 9,366 | $1.74M | 0.19% | +151+1.6% | Added |
| Wedmont Private Capital | 9,279 | $1.72M | 0.06% | +57+0.6% | Added |
| Ritholtz Wealth Management | 9,197 | $1.71M | 0.03% | +812+9.7% | Added |
| Atomi Financial Group, Inc. | 9,132 | $1.69M | 0.05% | +2,122+30.3% | Added |
| Carnegie Capital Asset Management, LLC | 8,975 | $1.67M | 0.03% | +1,259+16.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,942 | $1.66M | 0.48% | −393−4.2% | Reduced |
| Jeppson Wealth Management, LLC | 8,938 | $1.66M | 0.53% | −25−0.3% | Reduced |
| Everhart Financial Group, Inc. | 8,938 | $1.66M | 0.15% | +369+4.3% | Added |
| GAM Holding AG | 8,879 | $1.65M | 0.11% | +6,952+360.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 8,853 | $1.64M | 0.21% | +8,853 | New |
| Verition Fund Management LLC | 8,847 | $1.64M | 0.01% | −12,504−58.6% | Reduced |
| Agate Pass Investment Management, LLC | 8,785 | $1.63M | 0.61% | −800−8.3% | Reduced |
| Savvy Advisors, Inc. | 8,677 | $1.61M | 0.05% | +566+7.0% | Added |
| Schnieders Capital Management, LLC. | 8,394 | $1.56M | 0.24% | −10−0.1% | Reduced |
| Dark Forest Capital Management LP | 8,326 | $1.55M | 0.07% | +8,326 | New |
| Trueblood Wealth Management, LLC | 8,298 | $1.54M | 0.60% | −685−7.6% | Reduced |
| We Are One Seven, LLC | 8,289 | $1.54M | 0.03% | −1,285−13.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,275 | $1.54M | 0.46% | +31+0.4% | Added |
| AlphaCore Capital LLC | 8,136 | $1.51M | 0.03% | +2,462+43.4% | Added |
| PFG Investments, LLC | 8,122 | $1.51M | 0.07% | +172+2.2% | Added |
| Emergent Wealth Advisors, LLC | 8,101 | $1.50M | 0.85% | −84−1.0% | Reduced |
| Wolverine Asset Management LLC | 8,067 | $1.50M | 0.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,055 | $1.50M | 0.42% | −295−3.5% | Reduced |