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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, Q1 2026

Institutional positions in Welltower Inc. as of Mar 31, 2026. 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
1,498
+77 vs. Q4 2025
Shares held
674.7M
+120.6M (+21.8%) vs. Q4 2025
Total value
$133.3B
+$30.5B (+29.7%) vs. Q4 2025
New holders
178
670 more added
Sold out
101
444 more reduced

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,498 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 heldQ1 2026: $133.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2025.

Institutions holding WELL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Life Planners0$850.00%0New
Meeder Asset Management Inc1$1980.00%00.0%Unchanged
Toth Financial Advisory Corp1$1980.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp1$1980.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC1$1980.00%+1New
Napier Financial, LLC2$3950.00%+2New
3 Factor Indexing, LLC2$3960.00%+2New
My Portfolio Guide, LLC3$5930.00%+3New
Breakwater Investment Management3$5940.00%00.0%Unchanged
Pittenger & Anderson Inc3$5940.00%+3New
USA Financial Portformulas Corp4$7910.00%−3,362−99.9%Reduced
Trust Co4$7910.00%00.0%Unchanged
Aventura Private Wealth, LLC5$9890.00%−70−93.3%Reduced
Stone House Investment Management, LLC5$9890.00%00.0%Unchanged
Sofos Investments, Inc.5$9890.00%00.0%Unchanged
Vision Retirement, LLC5$9890.00%+5New
Davis Capital Management6$1.19K0.00%00.0%Unchanged
Tidemark, LLC6$1.19K0.00%+6New
Mascoma Wealth Management LLC7$1.38K0.00%−4−36.4%Reduced
Godfrey Financial Associates, Inc.7$1.38K0.00%+1+16.7%Added
DecisionPoint Financial, LLC8$1.58K0.00%00.0%Unchanged
Silicon Valley Capital Partners8$1.59K0.00%+8New
Basepoint Wealth LLC8$1.61K0.00%00.0%Unchanged
United Community Bank9$1.78K0.00%00.0%Unchanged
1015 Capital Partners, LLC9$1.78K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC9$1.78K0.00%+3+50.0%Added
TopTier Wealth Management, LLC9$1.78K0.00%+9New
1620 Investment Advisors, Inc.9$1.88K0.00%00.0%Unchanged
JDM Financial Group LLC10$1.98K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$1.98K0.00%+10New
Three Bearings Fiduciary Advisors, Inc.10$1.98K0.00%00.0%Unchanged
Clean Yield Group11$2.17K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC12$2.37K0.00%00.0%Unchanged
Anfield Capital Management, LLC14$2.77K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.14$2.77K0.00%+14New
Synergy Investment Management, LLC14$2.77K0.00%+14New
RMG Wealth Management LLC13$2.79K0.00%00.0%Unchanged
Redwood Park Advisors LLC15$2.97K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC15$2.97K0.00%00.0%Unchanged
MidFirst Bank16$3.16K0.00%+16New
Duncker Streett & Co Inc17$3.36K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC18$3.56K0.00%00.0%Unchanged
Quaker Wealth Management, LLC18$3.56K0.00%+3+20.0%Added
Rialto Wealth Management, LLC18$3.56K0.00%+5+38.5%Added
CBIZ Investment Advisory Services, LLC19$3.76K0.00%−197−91.2%Reduced
Richardson Capital Management LLC21$4.15K0.00%+21New
Y.D. More Investments Ltd22$4.35K0.00%−51−69.9%Reduced
Millstone Evans Group, LLC23$4.55K0.00%00.0%Unchanged
NVWM, LLC23$4.55K0.00%+7+43.8%Added
Creative Capital Management Investments LLC25$4.94K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC25$4.94K0.00%+25New
Crews Bank & Trust26$5.14K0.00%00.0%Unchanged
American Capital Advisory, LLC26$5.14K0.00%+8+44.4%Added
IMG Wealth Management, Inc.28$5.54K0.00%−4−12.5%Reduced
Legacy Wealth Managment, LLC28$5.54K0.00%+11+64.7%Added
WealthCollab, LLC29$5.73K0.00%00.0%Unchanged
TFC Financial Management30$5.95K0.00%00.0%Unchanged
TD Capital Management LLC31$6.17K0.00%00.0%Unchanged
DT Investment Partners, LLC32$6.33K0.00%00.0%Unchanged
Lodestone Wealth Management LLC32$6.33K0.00%00.0%Unchanged
Stance Capital LLC33$6.52K0.00%+33New
Private Wealth Management Group, LLC34$6.72K0.00%+12+54.5%Added
Clayton Financial Group LLC35$6.92K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC39$7.71K0.00%+39New
Centerpoint Advisors, LLC42$8.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC41$8.11K0.00%−12−22.6%Reduced
Strategic Advocates LLC41$8.11K0.04%00.0%Unchanged
Triumph Capital Management41$8.11K0.00%+21+105.0%Added
Horizon Financial Services, LLC41$8.11K0.00%+24+141.2%Added
Activest Wealth Management41$8.11K0.00%+41New
RHL Group, LLC42$8.33K0.01%00.0%Unchanged
Clark Wealth Partners43$8.50K0.01%+9+26.5%Added
Operose Advisors LLC44$8.70K0.00%+44New
Principia Wealth Advisory, LLC45$8.90K0.01%+9+25.0%Added
Johnson Financial Group, Inc.47$9.29K0.00%00.0%Unchanged
PFS Partners, LLC49$9.60K0.00%+1+2.1%Added
VSM Wealth Advisory, LLC50$9.89K0.00%00.0%Unchanged
ZRC Wealth Management, LLC51$10.1K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.10,376$10.4K0.00%00.0%Unchanged
Pacifica Partners Inc.54$10.7K0.00%00.0%Unchanged
South State Corp.54$10.7K0.00%−31−36.5%Reduced
Addison Advisors LLC54$10.7K0.00%+22+68.8%Added
Crewe Advisors LLC55$10.9K0.00%+41+292.9%Added
Birchbrook, Inc.59$11.7K0.01%−21−26.3%Reduced
Guinness Atkinson Asset Management Inc60$11.9K0.01%+60New
Aspect Partners, LLC65$12.9K0.01%+1+1.6%Added
EFG International AG66$13.0K0.00%+66New
Mowery & Schoenfeld Wealth Management, LLC73$14.4K0.02%00.0%Unchanged
Bare Financial Services, Inc74$14.6K0.00%+17+29.8%Added
Measured Wealth Private Client Group, LLC75$14.8K0.00%00.0%Unchanged
Arlington Trust Co LLC75$14.8K0.00%+26+53.1%Added
REAP Financial Group, LLC75$14.8K0.00%+75New
Heritage Wealth Advisors77$15.2K0.00%+25+48.1%Added
E Fund Management (Hong Kong) Co., Ltd.77$15.2K0.01%+73+1,825.0%Added
Reyes Financial Architecture, Inc.78$15.4K0.01%−23−22.8%Reduced
Red Tortoise LLC81$16.0K0.01%00.0%Unchanged
Citizens National Bank Trust Department83$16.4K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co85$16.8K0.00%00.0%Unchanged
Bryn Mawr Trust Co87$17.2K0.00%+54+163.6%Added
Bartlett & Co. Wealth Management LLC83$18.1K0.00%+29+53.7%Added