Skip to main content
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.

Q1 2026 vs. Q4 2025

How the institutions holding Welltower Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WELL: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1,437171,497+77
Shares676.5M122.4M674.7M+120.6M (+21.8%)
Value$125.5B$22.7B$133.3B+$30.5B (+29.7%)

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (178)

Institutions that held Welltower Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 178 by value.

Institutions new to WELL in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC45,352,434$8.97B0.22%
Vanguard Portfolio Management LLC41,863,049$8.28B0.43%
Vanguard Fiduciary Trust Co3,926,660$776.3M0.20%
Vanguard Global Advisers, LLC1,526,277$301.8M0.16%
Vanguard Asset Management, Ltd1,198,867$237.0M0.20%
Alphinity Investment Management Pty Ltd1,123,298$222.1M3.91%
Vanguard Investments Australia, Ltd.799,976$158.2M0.46%
Marshall Wace, LLP675,946$133.6M0.14%
Holocene Advisors, LP443,765$87.7M0.21%
CIBC Bancorp USA Inc.258,678$51.1M0.07%
Hudson Bay Capital Management LP235,296$46.5M0.28%
Caisse de Depot Et Placement du Quebec210,328$41.6M0.07%
Eversept Partners, LP180,953$35.8M2.36%
Eurizon Capital SGR S.p.A.167,637$33.1M0.10%
SEB Asset Management AB143,334$28.3M0.12%
Alyeska Investment Group, L.P.139,764$27.6M0.08%
Gillson Capital LP137,998$27.3M2.24%
Cornerstone Advisors, LLC120,083$23.7M0.87%
Voloridge Investment Management, LLC112,931$22.3M0.09%
Capitolis Liquid Global Markets LLC112,691$22.3M0.14%
Kovitz Investment Group Partners, LLC80,600$15.9M0.37%
Blue Chip Partners, Inc.68,404$13.5M0.97%
Mizuho Markets Cayman LP67,061$13.3M0.71%
HBK Investments L P62,515$12.4M0.16%
Bayhunt Capital LLC57,671$10.7M10.14%
Quadrature Capital Ltd49,122$9.71M0.12%
TIAA Wealth Investment Management LLC28,997$5.73M0.04%
Saudi Central Bank25,333$5.01M0.11%
CSM Advisors, LLC25,121$4.97M0.12%
L & S Advisors Inc21,547$4.26M0.54%
Rice Partnership, LLC18,075$3.57M0.49%
Group One Trading, L.P.17,781$3.52M0.12%
Nearwater Capital Markets, Ltd14,600$2.89M0.07%
GLOBALT Investments LLC13,126$2.60M0.09%
iA Global Asset Management Inc.12,143$2.40M0.03%
AustralianSuper Pty Ltd11,417$2.26M0.01%
Banque Pictet & Cie SA10,671$2.11M0.02%
Gerald Baker Financial Group LLC10,466$2.07M0.66%
Walleye Trading LLC10,161$2.01M0.04%
Schonfeld Strategic Advisors LLC9,748$1.93M0.02%
Jump Financial, LLC9,282$1.84M0.03%
Banco BTG Pactual S.A.9,166$1.81M0.35%
Life Cycle Investment Partners Ltd8,378$1.66M0.01%
Summit Global Investments8,308$1.64M0.10%
Picton Mahoney Asset Management8,100$1.60M0.02%
Brighton Jones LLC7,099$1.40M0.03%
S&A Financial Services, Inc.6,967$1.38M0.95%
Northeast Investment Management6,562$1.30M0.05%
Sun Life Financial INC5,760$1.14M0.06%
CVFG LLC5,651$1.12M0.14%
Ninety One UK Ltd5,647$1.12M0.00%
Ibex Wealth Advisors5,571$1.10M0.10%
Benchmark Investment Advisors LLC5,060$1.00M0.58%
Supplemental Annuity Collective Trust of NJ4,647$918.8K0.26%
Bull Harbor Capital LLC4,028$796.4K0.21%
Saiph Capital, LLC3,949$780.8K0.30%
Tiaa-Cref Individual & Institutional Services, LLC3,834$758.1K0.00%
Kesler, Norman & Wride, LLC3,629$717.3K0.12%
First Affirmative Financial Network3,273$647.2K0.25%
PlanVest Financial, Inc3,072$607.5K0.46%
Two Sigma Securities, LLC2,717$537.2K0.06%
E Fund Management Co., Ltd.2,572$508.5K0.02%
Evergreen Wealth Solutions, LLC2,497$493.7K0.03%
Brucke Financial, Inc.2,370$468.6K0.24%
Advyzon Investment Management, LLC2,343$463.3K0.04%
Jane Street Group, LLC2,331$460.9K0.00%
Advisory Alpha, LLC2,286$452.2K0.01%
Defiance ETFs, LLC2,283$451.4K0.01%
Clear Wave Wealth Management LLC2,267$448.3K0.11%
Gateway Wealth Partners, LLC2,176$430.1K0.02%
Lifeworks Advisors, LLC2,072$409.7K0.05%
Dickmeyer Boyce Financial Management, Inc.2,066$408.4K0.24%
Leo Wealth, LLC1,975$390.5K0.03%
Gryphon Financial Partners LLC1,934$382.4K0.04%
Alerus Financial NA1,923$380.2K0.02%
Old Mission Capital LLC1,914$378.4K0.01%
Segment Wealth Management, LLC1,762$348.4K0.02%
TRB Wealth Management, LLC1,672$330.6K0.05%
OneAscent Financial Services LLC1,602$316.7K0.02%
Greenwood Capital Associates LLC1,599$316.1K0.03%
TFR Capital, LLC.1,550$306.5K0.09%
Pure Financial Advisors, Inc.1,485$293.6K0.00%
Range Advisory, LLC1,432$283.1K0.05%
Quadrant Private Wealth Management, LLC1,336$264.1K0.04%
Capital CS Group, LLC1,330$263.0K0.54%
Paradigm Financial Partners, LLC1,283$253.7K0.05%
Ashton Thomas Private Wealth, LLC1,273$251.6K0.01%
Financial Advisors Network, Inc.1,269$251.0K0.03%
Diversify Wealth Management, LLC1,164$246.9K0.00%
Campbell & CO Investment Adviser LLC1,248$246.7K0.01%
Financial Designs Corp1,224$242.0K0.13%
Empower Advisory Group, LLC1,194$236.1K0.00%
Convergence Financial, LLC1,170$231.3K0.02%
Renaissance Group LLC1,169$231.1K0.01%
Insigneo Advisory Services, LLC1,162$229.7K0.02%
Hexagon Capital Partners LLC1,144$226.2K0.03%
Ewa, LLC1,141$225.5K0.05%
Aviso Wealth Management1,139$225.3K0.10%
Owl Creek Wealth Partners LLC1,131$223.6K0.08%
Relyea Zuckerberg Hanson LLC1,128$223.0K0.02%

Sold out (101)

Institutions that held Welltower Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of WELL in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Qube Research & Technologies Ltd665,830$123.6M
Apollo Management Holdings, L.P.514,660$95.5M
Artisan Partners Limited Partnership262,930$48.8M
Skandinaviska Enskilda Banken AB (publ)180,643$33.5M
Renaissance Technologies LLC173,063$32.1M
Oddo BHF Asset Management SAS86,147$16.0M
DLD Asset Management, LP65,720$12.2M
Entropy Technologies, LP54,824$10.2M
Greenland Capital Management LP50,354$9.35M
Tudor Investment Corp Et Al49,300$9.15M
Consolidated Planning Corp47,374$8.79M
Neo Ivy Capital Management40,704$7.56M
VMS Asset Management Limited29,950$5.56M
Advisors Preferred, LLC25,486$4.76M
Thames Capital Management LLC25,195$4.68M
BCJ Capital Management, LLC21,472$3.99M
Steel Peak Wealth Management LLC21,115$3.92M
Twinbeech Capital LP19,000$3.53M
Anson Funds Management LP15,500$2.88M
Two Sigma Advisers, LP15,100$2.80M
Blue Capital, Inc.13,781$2.56M
PEAK6 LLC13,226$2.45M
Oak Thistle LLC13,192$2.45M
Mount Lucas Management LP11,396$2.12M
BNP Paribas9,800$1.82M
GAM Holding AG8,879$1.65M
Dark Forest Capital Management LP8,326$1.55M
Wolverine Asset Management LLC8,067$1.50M
Quantbot Technologies LP7,864$1.46M
MQS Management LLC5,405$1.00M
Quest Partners LLC5,267$977.6K
Inceptionr LLC5,177$960.9K
Machina Capital S.A.S.5,154$956.6K
Sage Mountain Advisors LLC4,733$878.4K
Virtu Financial LLC4,171$774.0K
Farringdon Capital, Ltd.3,745$695.1K
Brevan Howard Capital Management LP3,484$646.7K
Hutchens & Kramer Investment Management Group, LLC3,294$611.4K
Hilltop Holdings Inc.3,088$573.0K
Retireful, LLC3,036$570.8K
Dividend Assets Capital, LLC3,000$556.8K
Fiduciary Trust Co2,840$527.1K
Cynosure Management, LLC2,568$476.6K
Abc Arbitrage SA2,515$466.8K
IFG Advisory, LLC2,491$462.3K
Parsonex Advisory Services, Inc.2,327$431.9K
Gardner Lewis Asset Management L P2,286$424.3K
Expressive Wealth LLC2,036$377.9K
Evanson Asset Management, LLC2,010$373.1K
Atom Investors LP2,005$372.1K
CMC Financial Group1,827$339.1K
Sentry Investment Management LLC1,790$332.0K
Crawford Investment Counsel Inc1,731$321.3K
AlphaCentric Advisors LLC1,723$319.8K
Magnetar Financial LLC1,691$313.9K
Werba Rubin Papier Wealth Management1,450$269.2K
Jackson Thornton Asset Management, LLC1,418$263.3K
Prelude Capital Management, LLC1,382$256.5K
Carr Financial Group Corp1,358$252.0K
Focus Financial Network, Inc.1,301$241.6K
TABR Capital Management, LLC1,239$230.0K
London & Capital Asset Management Ltd1,237$229.5K
PUREfi Wealth, LLC1,235$229.2K
Kovack Advisors, Inc.1,217$225.9K
True North Advisors, LLC1,187$220.3K
Havemeyer Place LP1,136$210.9K
Calamos Wealth Management LLC1,109$205.8K
Longboard Asset Management, LP1,106$205.3K
Optimize Financial Inc1,098$203.8K
SageView Advisory Group, LLC940$174.6K
Camelot Portfolios, LLC900$167.0K
Reflection Asset Management834$154.8K
Turning Point Benefit Group, Inc.817$151.6K
Harbor Capital Advisors, Inc.757$141.0K
Inlight Wealth Management, LLC720$133.6K
Quarry LP671$124.5K
Cape Investment Advisory, Inc.591$109.7K
MidAtlantic Capital Management, Inc.500$92.8K
Garton & Associates Financial Advisors LLC419$77.7K
TCTC Holdings, LLC379$70.3K
Greenline Wealth Management LLC348$64.6K
Elyxium Wealth, LLC274$50.9K
Optima Capital LLC224$41.6K
Howard Hughes Medical Institute147$27.3K
Provenance Wealth Advisors, LLC139$25.8K
Strive Financial Group ,LLC79$14.7K
Jessup Wealth Management, Inc74$13.8K
Bangor Savings Bank67$12.4K
Legacy Bridge, LLC58$10.8K
Compass Financial Services Inc46$8.59K
Maseco LLP46$8.53K
Eq Wealth Advisors, LLC45$8.35K
Atlantic Private Wealth, LLC29$5.40K
Winnow Wealth LLC26$4.84K
Wealth Watch Advisors, INC22$4.08K
Quattro Advisors LLC16$2.98K
HFM Investment Advisors, LLC10$1.86K
Fairway Wealth LLC10$1.86K
Strengthening Families & Communities, LLC6$1.11K
Luken Investment Analytics, LLC5$928

Not filed for Q1 2026 yet (17)

Institutions that held Welltower Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WELL in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc92,421,471$17.2B
Norges Bank29,450,268$5.47B
CIBC World Markets Corp260,546$48.4M
Forsta Ap-Fonden242,600$45.0M
Liberty Capital Management, Inc.16,257$3.02M
Global Retirement Partners, LLC12,412$2.30M
CIBC Private Wealth Group, LLC4,730$877.9K
Bowman & Co S.C.2,665$494.7K
Clarius Group, LLC1,703$316.1K
Alongside, LLC1,621$300.9K
FineMark National Bank & Trust1,486$275.8K
DV Equities, LLC967$179.5K
Trust Co of Vermont699$129.7K
ORG Partners LLC680$126.2K
New Millennium Group LLC91$16.9K
Redmont Wealth Advisors LLC46$8.54K
Planning Project LLC37$6.90K