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 |
|---|---|---|---|---|---|
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,988 | $1.48M | 0.05% | +7,988 | New |
| Quantitative Investment Management, LLC | 7,869 | $1.46M | 0.14% | +3,069+63.9% | Added |
| Quantbot Technologies LP | 7,864 | $1.46M | 0.05% | −97,165−92.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 7,839 | $1.46M | 0.01% | +7,839 | New |
| Savant Capital, LLC | 7,743 | $1.44M | 0.01% | +79+1.0% | Added |
| Ancora Advisors, LLC | 7,624 | $1.42M | 0.03% | −316−4.0% | Reduced |
| Highview Capital Management LLC | 7,584 | $1.41M | 0.50% | +154+2.1% | Added |
| Sax Wealth Advisors, LLC | 7,559 | $1.40M | 0.07% | −205−2.6% | Reduced |
| Fox Run Management, L.L.C. | 7,520 | $1.40M | 0.22% | +7,520 | New |
| TD Waterhouse Canada Inc. | 7,392 | $1.37M | 0.01% | +5,562+303.9% | Added |
| Clearstead Advisors, LLC | 7,371 | $1.37M | 0.02% | +1,304+21.5% | Added |
| Smartleaf Asset Management LLC | 7,277 | $1.37M | 0.05% | +338+4.9% | Added |
| Purkiss Capital Advisors LLC | 7,347 | $1.36M | 0.64% | +160+2.2% | Added |
| Davenport & Co LLC | 7,276 | $1.35M | 0.01% | +661+10.0% | Added |
| Stiles Financial Services Inc | 7,240 | $1.34M | 0.41% | +11+0.2% | Added |
| Illinois Municipal Retirement Fund | 7,155 | $1.33M | 0.02% | −2,670−27.2% | Reduced |
| Kingsview Wealth Management, LLC | 7,134 | $1.32M | 0.02% | −798−10.1% | Reduced |
| Phoenix Holdings Ltd. | 7,121 | $1.32M | 0.01% | +1,115+18.6% | Added |
| Parallel Advisors, LLC | 7,111 | $1.32M | 0.02% | +615+9.5% | Added |
| American National Bank | 7,071 | $1.31M | 0.12% | +5,189+275.7% | Added |
| Community Bank & Trust, Waco, Texas | 7,059 | $1.31M | 0.27% | −80−1.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $1.30M | 0.93% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,939 | $1.29M | 0.12% | +33+0.5% | Added |
| Great Lakes Advisors, LLC | 6,912 | $1.28M | 0.01% | +44+0.6% | Added |
| Sagespring Wealth Partners, LLC | 6,911 | $1.28M | 0.02% | +510+8.0% | Added |
| Equitable Holdings, Inc. | 6,880 | $1.28M | 0.01% | +680+11.0% | Added |
| Commerzbank Aktiengesellschaft | 6,750 | $1.25M | 0.03% | −90−1.3% | Reduced |
| Apollon Wealth Management, LLC | 6,748 | $1.25M | 0.02% | +1,171+21.0% | Added |
| Values First Advisors, Inc. | 6,710 | $1.25M | 0.65% | +481+7.7% | Added |
| Checchi Capital Advisers, LLC | 6,700 | $1.24M | 0.08% | −428−6.0% | Reduced |
| Cigna Investments Inc | 6,608 | $1.23M | 0.18% | +90+1.4% | Added |
| Kingswood Wealth Advisors, LLC | 6,604 | $1.23M | 0.06% | +39+0.6% | Added |
| Perigon Wealth Management, LLC | 6,601 | $1.23M | 0.02% | +450+7.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,540 | $1.21M | 0.04% | +243+3.9% | Added |
| Level Four Advisory Services, LLC | 6,532 | $1.21M | 0.04% | +105+1.6% | Added |
| Evergreen Capital Management LLC | 6,520 | $1.21M | 0.03% | +2,114+48.0% | Added |
| Farmers & Merchants Investments Inc | 6,473 | $1.20M | 0.03% | −576−8.2% | Reduced |
| RiverFront Investment Group, LLC | 6,409 | $1.19M | 0.02% | +63+1.0% | Added |
| Richwood Investment Advisors, LLC | 6,057 | $1.19M | 0.85% | −175−2.8% | Reduced |
| Saturna Capital CORP | 6,360 | $1.18M | 0.02% | +80+1.3% | Added |
| Davy Global Fund Management Ltd | 6,357 | $1.18M | 0.08% | +308+5.1% | Added |
| Fig Financial Advisory Services Inc | 6,341 | $1.18M | 0.75% | −1,223−16.2% | Reduced |
| BSW Wealth Partners | 6,300 | $1.17M | 0.14% | +372+6.3% | Added |
| Penserra Capital Management LLC | 6,301 | $1.17M | 0.01% | −564−8.2% | Reduced |
| Hantz Financial Services, Inc. | 6,277 | $1.17M | 0.02% | +337+5.7% | Added |
| Modern Wealth Management, LLC | 6,266 | $1.16M | 0.02% | +37+0.6% | Added |
| Texas Yale Capital Corp. | 6,265 | $1.16M | 0.04% | +263+4.4% | Added |
| Parallax Volatility Advisers, L.P. | 6,247 | $1.16M | 0.04% | +6,247 | New |
| Prime Capital Investment Advisors, LLC | 6,233 | $1.16M | 0.01% | +443+7.7% | Added |
| Stratos Wealth Partners, LTD. | 6,203 | $1.15M | 0.01% | +829+15.4% | Added |
| GTS Securities LLC | 6,168 | $1.14M | 0.04% | +2,949+91.6% | Added |
| Ameritas Investment Partners, Inc. | 6,143 | $1.14M | 0.03% | +47+0.8% | Added |
| Gordian Capital Singapore Pte Ltd | 6,100 | $1.13M | 1.57% | +500+8.9% | Added |
| Continuum Advisory, LLC | 6,084 | $1.13M | 0.11% | +152+2.6% | Added |
| Summit Financial, LLC | 6,082 | $1.13M | 0.02% | +168+2.8% | Added |
| Pacific Sun Financial Corp | 6,063 | $1.13M | 0.54% | −75−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,059 | $1.12M | 0.04% | +1,017+20.2% | Added |
| Qtron Investments LLC | 6,057 | $1.12M | 0.15% | +121+2.0% | Added |
| Dudley Capital Management, LLC | 6,025 | $1.12M | 0.49% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 6,017 | $1.12M | 0.27% | −405−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,990 | $1.11M | 0.08% | +2,797+87.6% | Added |
| Ellevest, Inc. | 5,960 | $1.11M | 0.15% | −187−3.0% | Reduced |
| Busey Wealth Management | 5,795 | $1.08M | 0.03% | +44+0.8% | Added |
| Johnson Investment Counsel Inc | 5,793 | $1.08M | 0.01% | −261−4.3% | Reduced |
| Apella Capital, LLC | 5,777 | $1.07M | 0.02% | +19+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $1.06M | 0.04% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 6,842 | $1.06M | 0.08% | +6,842 | New |
| Dorsey & Whitney Trust CO LLC | 5,684 | $1.06M | 0.06% | +410+7.8% | Added |
| Trustmark National Bank Trust Department | 5,648 | $1.05M | 0.07% | −44−0.8% | Reduced |
| Evolve Private Wealth, LLC | 5,616 | $1.04M | 0.06% | +5,616 | New |
| Capital Square, LLC | 5,575 | $1.03M | 0.53% | −3,213−36.6% | Reduced |
| Lumbard & Kellner, LLC | 5,496 | $1.02M | 0.36% | 00.0% | Unchanged |
| Friedenthal Financial | 5,477 | $1.02M | 0.52% | +5,477 | New |
| Syon Capital LLC | 5,477 | $1.02M | 0.05% | +25+0.5% | Added |
| Wealthspire Advisors, LLC | 5,420 | $1.01M | 0.01% | +2,068+61.7% | Added |
| MQS Management LLC | 5,405 | $1.00M | 0.59% | +5,405 | New |
| Stableford Capital II LLC | 5,394 | $1.00M | 0.36% | −255−4.5% | Reduced |
| Contravisory Investment Management, Inc. | 5,387 | $999.9K | 0.20% | −229−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,375 | $997.7K | 0.01% | −4,204−43.9% | Reduced |
| Monetary Management Group Inc | 5,350 | $993.0K | 0.23% | −250−4.5% | Reduced |
| ING Groep NV | 5,346 | $992.3K | 0.01% | −32,466−85.9% | Reduced |
| Custom Index Systems, LLC | 5,344 | $991.9K | 0.44% | −2,476−31.7% | Reduced |
| Quest Partners LLC | 5,267 | $977.6K | 0.05% | −4,886−48.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,252 | $974.9K | 0.39% | −15−0.3% | Reduced |
| Park Edge Advisors, LLC | 5,248 | $974.1K | 0.22% | +5,248 | New |
| Ashton Thomas Securities, LLC | 5,219 | $968.7K | 0.18% | +1,663+46.8% | Added |
| Sara-Bay Financial | 5,135 | $965.4K | 0.29% | −21−0.4% | Reduced |
| Inceptionr LLC | 5,177 | $960.9K | 0.27% | +5,177 | New |
| Machina Capital S.A.S. | 5,154 | $956.6K | 0.18% | −17,317−77.1% | Reduced |
| Fidelis Capital Partners, LLC | 5,143 | $954.6K | 0.07% | +446+9.5% | Added |
| Integrity Alliance, LLC. | 5,139 | $954.0K | 0.03% | +5,139 | New |
| Finward Bancorp | 5,096 | $945.9K | 0.73% | −285−5.3% | Reduced |
| Geneos Wealth Management Inc. | 5,082 | $943.4K | 0.02% | −337−6.2% | Reduced |
| SJS Investment Consulting Inc. | 5,072 | $941.5K | 0.12% | +19+0.4% | Added |
| Jackson Square Capital, LLC | 5,027 | $933.1K | 0.18% | +109+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 4,988 | $925.8K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,920 | $913.2K | 0.23% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,891 | $907.8K | 0.04% | −107−2.1% | Reduced |
| ProVise Management Group, LLC | 4,877 | $905.2K | 0.06% | −4−0.1% | Reduced |
| Sigma Planning Corp | 4,864 | $902.8K | 0.02% | −3,425−41.3% | Reduced |