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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,438 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ4 2025: $125.5B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2025.

Institutions holding WELL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mesirow Financial Investment Management, Inc.3,440$638.6K0.01%−85−2.4%Reduced
LCNB Corp3,392$629.6K0.21%−174−4.9%Reduced
HF Advisory Group, LLC3,387$628.6K0.22%−302−8.2%Reduced
Frec Markets, Inc.3,375$626.6K0.18%+3,375New
Koshinski Asset Management, Inc.3,375$626.4K0.04%+452+15.5%Added
Pettyjohn, Wood & White, Inc3,374$626.2K0.10%+174+5.4%Added
USA Financial Portformulas Corp3,366$624.8K0.11%+3,366New
Advisory Services Network, LLC3,360$623.6K0.01%+968+40.5%Added
Hutchens & Kramer Investment Management Group, LLC3,294$611.4K0.21%−155−4.5%Reduced
Index Technologies Group LLC3,294$611.4K0.64%+3,294New
Shelton Capital Management3,278$608.4K0.01%00.0%Unchanged
Pinnacle Wealth Management Group, Inc.3,276$608.0K0.30%−42−1.3%Reduced
Silver Oak Securities, Inc3,212$603.8K0.04%+482+17.7%Added
SFMG, LLC3,253$603.8K0.04%−75−2.3%Reduced
Beech Hill Advisors, Inc.3,250$603.2K0.29%00.0%Unchanged
Spirepoint Private Client, LLC3,235$600.4K0.06%+377+13.2%Added
GWN Securities Inc.3,209$595.8K0.12%+530+19.8%Added
Obermeyer Wood Investment Counsel, LLLP3,204$594.7K0.03%−61−1.9%Reduced
TD Private Client Wealth LLC3,189$591.9K0.01%+15+0.5%Added
Massmutual Trust Co FSB3,174$589.1K0.02%+156+5.2%Added
Keystone Financial Group3,165$587.5K0.04%+255+8.8%Added
Warwick Investment Management, Inc.3,155$585.6K0.09%+385+13.9%Added
Hendershot Investments Inc.3,126$580.3K0.07%−120−3.7%Reduced
Mosaic Family Wealth Partners, LLC3,114$578.0K0.06%−3−0.1%Reduced
Hilltop Holdings Inc.3,088$573.0K0.03%+89+3.0%Added
Ronald Blue Trust, Inc.3,079$571.5K0.01%−129−4.0%Reduced
Retireful, LLC3,036$570.8K0.72%+3,036New
Waddell & Associates, LLC3,071$570.0K0.04%00.0%Unchanged
Moors & Cabot, Inc.3,048$565.7K0.02%−561−15.5%Reduced
Journey Strategic Wealth LLC3,044$565.0K0.01%−101−3.2%Reduced
Dividend Assets Capital, LLC3,000$556.8K0.11%00.0%Unchanged
Walter Public Investments Inc.3,000$556.8K0.10%00.0%Unchanged
Valmark Advisers, Inc.2,995$555.9K0.01%+16+0.5%Added
Moran Wealth Management, LLC2,949$547.4K0.02%−604−17.0%Reduced
Marshall Financial Group LLC2,933$544.4K0.11%−803−21.5%Reduced
Shrier Wealth Management, LLC2,891$536.6K0.21%+2,891New
Lynx Capital Group Ltd2,878$534.2K0.24%00.0%Unchanged
Fiduciary Trust Co2,840$527.1K0.01%−173−5.7%Reduced
Fortress Wealth Group, LLC2,796$526.7K0.20%+2,796New
Stock Yards Bank & Trust Co2,813$522.1K0.02%00.0%Unchanged
Marex Group plc2,802$520.1K0.01%−1,298−31.7%Reduced
Mutual Advisors, LLC2,802$520.0K0.01%−16−0.6%Reduced
QTR Family Wealth, LLC2,587$519.5K0.23%+14+0.5%Added
Wakefield Asset Management LLLP2,777$515.4K0.14%+37+1.4%Added
Heartland Bank & Trust Co2,772$514.5K0.22%−49−1.7%Reduced
Alta Advisers Ltd2,733$507.3K0.18%−100−3.5%Reduced
Whipplewood Advisors, LLC2,727$506.2K0.33%+21+0.8%Added
Strategic Investment Advisors2,701$501.4K0.04%−255−8.6%Reduced
Covenant Asset Management, LLC2,701$501.3K0.10%+42+1.6%Added
Fukoku Mutual Life Insurance Co2,700$501.1K0.03%−822−23.3%Reduced
RCW Management, LLC2,678$497.2K0.50%+2,678New
Mather Group, LLC.2,677$496.8K0.01%+300+12.6%Added
Roehl & Yi Investment Advisors, LLC2,671$495.8K0.20%+978+57.8%Added
Alps Advisors Inc2,670$495.6K0.00%+135+5.3%Added
Providence First Trust Co2,670$495.6K0.17%+2,670New
Bowman & Co S.C.2,665$494.7K0.21%00.0%Unchanged
Quotient Wealth Partners, LLC2,660$493.7K0.01%+188+7.6%Added
Hartline Investment Corp2,652$492.2K0.05%00.0%Unchanged
Capital Analysts, LLC2,650$491.0K0.01%−106−3.8%Reduced
First Horizon Corp2,636$489.3K0.02%+1,019+63.0%Added
Foresight Group Ltd Liability Partnership2,598$488.2K0.08%+2,598New
Wedbush Securities Inc2,621$486.0K0.01%+257+10.9%Added
LGT Fund Management Co Ltd.2,568$482.8K0.04%00.0%Unchanged
TCG Advisory Services, LLC2,593$481.3K0.01%−110−4.1%Reduced
Jacobi Capital Management LLC2,577$478.3K0.03%−2−0.1%Reduced
Visionary Wealth Advisors2,572$477.4K0.02%−138−5.1%Reduced
Chicago Trust Co NA2,572$477.4K0.07%+207+8.8%Added
Badgley Phelps Wealth Managers, LLC2,571$477.2K0.01%−11−0.4%Reduced
Cynosure Management, LLC2,568$476.6K0.05%+2,568New
44 Wealth Management LLC2,557$474.6K0.16%+43+1.7%Added
Evoke Wealth, LLC2,537$470.9K0.01%−590−18.9%Reduced
Golden State Equity Partners2,537$470.9K0.08%+174+7.4%Added
Rothschild Capital Partners, LLC2,524$468.5K0.11%00.0%Unchanged
Driehaus Capital Management LLC2,522$468.1K0.00%−1,559−38.2%Reduced
First Citizens Bank & Trust Co2,519$467.6K0.01%+1,054+71.9%Added
Abc Arbitrage SA2,515$466.8K0.04%+2,515New
Miracle Mile Advisors, LLC2,510$465.9K0.01%+186+8.0%Added
Corient IA LLC2,500$464.0K0.44%00.0%Unchanged
Whittier Trust Co2,498$463.8K0.01%−523−17.3%Reduced
Hudock, Inc.2,496$463.4K0.07%+4+0.2%Added
IFG Advisory, LLC2,491$462.3K0.02%+2+0.1%Added
Retirement Planning Group, LLC2,476$459.6K0.31%−10.0%Reduced
SmartHarvest Portfolios, LLC2,472$458.8K0.16%+2,472New
Gold Investment Management Ltd.2,470$458.5K0.15%−45−1.8%Reduced
Facet Wealth, Inc.2,483$456.7K0.01%+1,080+77.0%Added
Jefferies Financial Group Inc.2,452$455.1K0.00%+2,452New
bLong Financial, LLC2,450$454.7K0.32%00.0%Unchanged
CWA Asset Management Group, LLC2,424$450.0K0.02%+255+11.8%Added
Clifford Swan Investment Counsel LLC2,423$449.7K0.01%00.0%Unchanged
Advisor OS, LLC2,409$447.2K0.04%+163+7.3%Added
Transcend Wealth Collective, LLC2,408$446.9K0.03%+184+8.3%Added
Whalerock Point Partners, LLC2,398$445.1K0.08%−240−9.1%Reduced
Resonant Capital Advisors, LLC2,386$442.9K0.02%+109+4.8%Added
First National Bank of Mount Dora, Trust Investment Services2,385$442.7K0.10%00.0%Unchanged
Maia Wealth LLC2,123$441.9K0.08%+373+21.3%Added
Crestwood Advisors Group LLC2,374$440.6K0.01%+598+33.7%Added
Triad Wealth Partners, LLC2,370$439.9K0.04%+135+6.0%Added
Cary Street Partner Investment Advisory LLC2,351$436.4K0.12%+216+10.1%Added
Western Wealth Management, LLC2,332$432.8K0.02%+412+21.5%Added
LaSalle St. Investment Advisors, LLC2,328$432.0K0.07%+288+14.1%Added