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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 4,864 | $902.7K | 0.00% | −11−0.2% | Reduced |
| Madden Advisory Services, Inc. | 4,858 | $901.7K | 0.36% | −132−2.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,834 | $897.2K | 0.22% | −609−11.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,795 | $890.0K | 0.02% | −30−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,765 | $884.5K | 0.02% | +230+5.1% | Added |
| M&G Plc | 4,752 | $883.9K | 0.00% | −642−11.9% | Reduced |
| Edgestream Partners, L.P. | 4,760 | $883.5K | 0.02% | −9,876−67.5% | Reduced |
| Sage Mountain Advisors LLC | 4,733 | $878.4K | 0.05% | +618+15.0% | Added |
| CIBC Private Wealth Group, LLC | 4,730 | $877.9K | 0.00% | +1,812+62.1% | Added |
| LongView Wealth Management | 4,693 | $876.0K | 0.21% | −259−5.2% | Reduced |
| Lederer & Associates Investment Counsel | 4,649 | $863.0K | 0.58% | −100−2.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,629 | $859.1K | 0.11% | +67+1.5% | Added |
| AlphaGrep UK Ltd | 4,605 | $854.7K | 0.29% | +4,605 | New |
| Pinebridge Investments LLC | 4,588 | $851.6K | 0.01% | +4,588 | New |
| PDS Planning, Inc | 4,578 | $849.7K | 0.06% | +252+5.8% | Added |
| Midwest Trust Co | 4,574 | $849.0K | 0.01% | −2,748−37.5% | Reduced |
| Florida Financial Advisors, LLC | 4,570 | $848.2K | 0.23% | +586+14.7% | Added |
| Fulcrum Capital LLC | 4,534 | $841.6K | 0.17% | −738−14.0% | Reduced |
| First American Trust, FSB | 4,522 | $839.4K | 0.06% | +7+0.2% | Added |
| Buckingham Strategic Partners | 4,506 | $836.4K | 0.01% | −2,619−36.8% | Reduced |
| LRI Investments, LLC | 4,499 | $835.1K | 0.07% | −25−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,480 | $831.5K | 0.03% | +83+1.9% | Added |
| Bard Associates Inc | 4,432 | $822.6K | 0.21% | −353−7.4% | Reduced |
| Eurizon SLJ Capital Ltd | 4,427 | $821.7K | 0.33% | +4,427 | New |
| Tower Bridge Advisors | 4,425 | $821.3K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,424 | $821.3K | 0.02% | +42+1.0% | Added |
| Plato Investment Management Ltd | 4,392 | $819.2K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,413 | $819.1K | 0.27% | −1,041−19.1% | Reduced |
| Ingalls & Snyder LLC | 4,395 | $816.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,362 | $809.6K | 0.08% | +43+1.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,324 | $803.0K | 0.24% | −70−1.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,291 | $796.5K | 0.37% | +16+0.4% | Added |
| Howard Capital Management Inc. | 4,269 | $792.3K | 0.01% | +22+0.5% | Added |
| St Germain D J Co Inc | 4,266 | $791.8K | 0.03% | −209−4.7% | Reduced |
| Panoramic Investment Advisors, LLC | 4,252 | $789.2K | 0.43% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,177 | $785.3K | 0.01% | +4,177 | New |
| Foster Victor Wealth Advisors, LLC | 4,091 | $782.9K | 0.05% | +4,091 | New |
| IFP Advisors, Inc | 4,208 | $781.0K | 0.02% | +836+24.8% | Added |
| Virtu Financial LLC | 4,171 | $774.0K | 0.03% | +4,171 | New |
| Associated Banc-Corp | 4,166 | $773.3K | 0.02% | −256−5.8% | Reduced |
| Manske Wealth Management | 4,150 | $770.3K | 0.23% | −236−5.4% | Reduced |
| Rehmann Capital Advisory Group | 4,112 | $763.3K | 0.04% | +640+18.4% | Added |
| Tuttle Tactical Management | 4,112 | $763.2K | 1.69% | −857−17.2% | Reduced |
| Caerus Investment Advisors, LLC | 4,108 | $762.5K | 0.25% | −503−10.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,105 | $762.1K | 0.02% | +130+3.3% | Added |
| Dogwood Wealth Management LLC | 4,106 | $762.1K | 0.34% | −349−7.8% | Reduced |
| Churchill Financial Advisors, LLC | 4,095 | $760.1K | 0.23% | +4,095 | New |
| Baldwin Investment Management, LLC | 4,076 | $756.5K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,056 | $752.8K | 0.12% | +1,026+33.9% | Added |
| Harbour Investments, Inc. | 4,009 | $744.1K | 0.02% | −59−1.5% | Reduced |
| Brown Brothers Harriman & Co | 3,997 | $741.9K | 0.00% | +1,489+59.4% | Added |
| Southland Equity Partners LLC | 3,947 | $732.6K | 0.14% | +29+0.7% | Added |
| Aprio Wealth Management, LLC | 3,935 | $730.3K | 0.04% | +1,910+94.3% | Added |
| 180 Wealth Advisors, LLC | 3,903 | $724.5K | 0.08% | −2,940−43.0% | Reduced |
| Glenview Trust Co | 3,900 | $723.9K | 0.01% | +88+2.3% | Added |
| Personal Cfo Solutions, LLC | 3,885 | $721.1K | 0.11% | +1,240+46.9% | Added |
| Comprehensive Money Management Services LLC | 3,876 | $719.4K | 0.50% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,866 | $717.6K | 0.04% | +10.0% | Added |
| River Street Advisors LLC | 3,843 | $713.3K | 0.27% | +103+2.8% | Added |
| AA Financial Advisors, LLC | 3,838 | $712.4K | 0.13% | +289+8.1% | Added |
| Zions Bancorporation, National Association | 3,805 | $706.2K | 0.03% | +1,589+71.7% | Added |
| Great Valley Advisor Group, Inc. | 3,807 | $706.1K | 0.01% | +4+0.1% | Added |
| Essex Financial Services, Inc. | 3,790 | $703.4K | 0.04% | +771+25.5% | Added |
| Farringdon Capital, Ltd. | 3,745 | $695.1K | 0.17% | +3,745 | New |
| Buckley Wealth Management, LLC | 3,738 | $693.8K | 0.18% | +3,738 | New |
| Beto Financial Group, LLC | 3,694 | $692.4K | 0.47% | +3,694 | New |
| Ameritas Advisory Services, LLC | 3,717 | $689.9K | 0.03% | +799+27.4% | Added |
| Prosperity Consulting Group, LLC | 3,712 | $689.0K | 0.03% | +940+33.9% | Added |
| National Asset Management, Inc. | 3,669 | $681.1K | 0.03% | +605+19.7% | Added |
| Souders Financial Advisors | 3,669 | $681.1K | 0.08% | +811+28.4% | Added |
| Caldwell Sutter Capital, Inc. | 3,627 | $673.2K | 0.29% | −58−1.6% | Reduced |
| Panagora Asset Management Inc | 3,625 | $672.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,615 | $671.0K | 0.02% | +214+6.3% | Added |
| SRS Capital Advisors, Inc. | 3,610 | $670.1K | 0.02% | −9,386−72.2% | Reduced |
| HBK Sorce Advisory LLC | 3,384 | $662.9K | 0.02% | +20+0.6% | Added |
| Family Wealth Partners, LLC | 3,567 | $662.1K | 0.24% | +2+0.1% | Added |
| Peak Planning Group, LLC | 3,562 | $661.1K | 0.19% | +6+0.2% | Added |
| Van Hulzen Asset Management, LLC | 3,561 | $661.0K | 0.05% | −300−7.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,561 | $661.0K | 0.08% | +3,561 | New |
| Flputnam Investment Management Co | 3,553 | $659.5K | 0.01% | +2+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,550 | $658.9K | 0.17% | +360+11.3% | Added |
| Keel Point, LLC | 3,509 | $651.4K | 0.04% | +195+5.9% | Added |
| CX Institutional | 3,499 | $650.0K | 0.02% | +231+7.1% | Added |
| Simplicity Wealth,LLC | 3,500 | $649.6K | 0.04% | +716+25.7% | Added |
| Stonebridge Financial Group, LLC | 3,497 | $649.1K | 0.06% | +23+0.7% | Added |
| Dakota Wealth Management | 3,497 | $649.0K | 0.01% | +3,497 | New |
| West Family Investments, Inc. | 3,491 | $648.0K | 0.15% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 3,488 | $647.5K | 0.63% | +584+20.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,488 | $647.4K | 0.05% | +455+15.0% | Added |
| Brevan Howard Capital Management LP | 3,484 | $646.7K | 0.01% | +3,484 | New |
| Strategy Asset Managers LLC | 3,480 | $645.9K | 0.11% | +37+1.1% | Added |
| Ninepoint Partners LP | 3,479 | $645.7K | 0.08% | +2,013+137.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $644.8K | 0.19% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,471 | $644.3K | 0.06% | −6,529−65.3% | Reduced |
| AE Wealth Management LLC | 3,471 | $644.2K | 0.00% | +283+8.9% | Added |
| Conning Inc. | 3,467 | $643.5K | 0.02% | +136+4.1% | Added |
| L2 Asset Management, LLC | 3,459 | $642.0K | 0.09% | +314+10.0% | Added |
| Colony Capital, Inc. | 3,450 | $640.4K | 0.05% | −350−9.2% | Reduced |
| Balboa Wealth Partners | 3,447 | $639.7K | 0.11% | −82−2.3% | Reduced |
| Lake Street Financial LLC | 3,443 | $639.0K | 0.08% | +3+0.1% | Added |