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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
Main Street Financial Solutions, LLC1,810$357.8K0.03%−156−7.9%Reduced
PCM Encore, LLC1,811$358.0K0.07%+252+16.2%Added
Rothschild Capital Partners, LLC1,814$358.6K0.09%−710−28.1%Reduced
Cornerstone Wealth Group, LLC1,752$361.7K0.02%+120+7.4%Added
Private Trust Co NA1,838$363.4K0.03%+648+54.5%Added
Financial Management Professionals, Inc.1,848$365.4K0.04%+1,523+468.6%Added
Wealth Science Advisors LLC1,969$365.5K0.21%00.0%Unchanged
Optas, LLC1,851$366.0K0.06%+130+7.6%Added
Bullock Wealth Management Group1,841$366.0K0.18%+5+0.3%Added
Prosperity Financial Group, Inc.1,857$367.1K0.14%−91−4.7%Reduced
Values Added Financial LLC1,865$368.7K0.16%+89+5.0%Added
Avidian Wealth Solutions, LLC1,880$371.6K0.01%+190+11.2%Added
Colonial Trust Advisors1,892$374.1K0.03%+500+35.9%Added
Onefund, LLC1,888$375.4K0.24%+181+10.6%Added
Regions Financial Corp1,904$376.4K0.00%+210+12.4%Added
Old Mission Capital LLC1,914$378.4K0.01%+1,914New
Zions Bancorporation, National Association1,915$378.6K0.02%−1,890−49.7%Reduced
Accurate Wealth Management, LLC1,828$379.6K0.05%+81+4.6%Added
Discipline Wealth Solutions, LLC1,920$379.6K0.04%−11−0.6%Reduced
Daymark Wealth Partners, LLC1,922$380.0K0.01%+87+4.7%Added
Alerus Financial NA1,923$380.2K0.02%+1,923New
New Republic Capital, LLC1,929$381.4K0.13%−255−11.7%Reduced
Gryphon Financial Partners LLC1,934$382.4K0.04%+1,934New
Prudent Man Advisors, LLC1,948$385.1K0.12%+71+3.8%Added
Commons Capital, LLC1,953$386.2K0.32%+3+0.2%Added
Providence Financial Advisors, LLC1,957$386.9K0.22%−65−3.2%Reduced
Wellspring Financial Advisors, LLC1,969$389.3K0.03%−132−6.3%Reduced
Hardy Reed LLC1,970$389.5K0.03%−30−1.5%Reduced
Baltimore-Washington Financial Advisors, Inc.1,974$390.3K0.02%00.0%Unchanged
Leo Wealth, LLC1,975$390.5K0.03%+1,975New
Cetera Trust Company, N.A1,990$393.4K0.22%−250−11.2%Reduced
Chicago Partners Investment Group LLC1,979$395.2K0.01%+202+11.4%Added
C2C Wealth Management, LLC2,000$395.4K0.33%00.0%Unchanged
Fortis Group Advisors, LLC1,824$395.4K0.07%+82+4.7%Added
Whipplewood Advisors, LLC2,005$396.4K0.21%−722−26.5%Reduced
Gross & Hartman Investments LLC2,016$398.6K0.21%00.0%Unchanged
Safe Harbor Family Capital, LLC2,016$398.6K0.31%00.0%Unchanged
Tempo Wealth, LLC2,021$399.6K0.07%+7+0.3%Added
SNS Financial Group, LLC2,021$399.6K0.03%+21+1.1%Added
Guyasuta Investment Advisors Inc2,024$400.2K0.02%00.0%Unchanged
Engineers Gate Manager LP2,029$401.2K0.01%+757+59.5%Added
Corient IA LLC2,030$401.4K0.38%−470−18.8%Reduced
Krilogy Financial LLC1,874$402.0K0.01%−161−7.9%Reduced
Parkside Financial Bank & Trust2,034$402.1K0.03%+57+2.9%Added
Purpose Unlimited Inc.2,036$402.5K0.02%00.0%Unchanged
Income Insurance Ltd2,048$404.9K0.28%00.0%Unchanged
Dickmeyer Boyce Financial Management, Inc.2,066$408.4K0.24%+2,066New
Smith, Moore & Co.2,070$409.2K0.03%+195+10.4%Added
Woodmont Investment Counsel LLC2,071$409.5K0.03%00.0%Unchanged
Lifeworks Advisors, LLC2,072$409.7K0.05%+2,072New
SmartHarvest Portfolios, LLC2,076$410.4K0.17%−396−16.0%Reduced
Foster Group, Inc.2,076$410.5K0.01%+166+8.7%Added
LaSalle St. Investment Advisors, LLC2,076$410.6K0.06%−252−10.8%Reduced
Quent Capital, LLC2,084$412.0K0.03%+530+34.1%Added
Bridgewater Advisors Inc.1,987$416.7K0.02%+208+11.7%Added
Monument Capital Management2,109$417.0K0.10%−109−4.9%Reduced
Mystic Asset Management, Inc.2,115$418.2K0.10%00.0%Unchanged
Facet Wealth, Inc.2,118$418.7K0.01%−365−14.7%Reduced
Howard Capital Management Inc.2,132$421.5K0.01%−2,137−50.1%Reduced
Capital Advisors Wealth Management, LLC2,138$422.7K0.06%+7+0.3%Added
Beese Fulmer Investment Management, Inc.2,142$423.4K0.03%−50−2.3%Reduced
Circle Wealth Management, LLC2,154$425.8K0.01%+235+12.2%Added
Wealthcare Advisory Partners LLC2,155$426.0K0.01%+273+14.5%Added
Burke & Herbert Bank & Trust Co2,156$426.3K0.12%00.0%Unchanged
Modera Wealth Management, LLC2,163$427.6K0.01%+326+17.7%Added
Phillips Wealth Planners LLC2,001$429.9K0.32%−6−0.3%Reduced
Gateway Wealth Partners, LLC2,176$430.1K0.02%+2,176New
GM Advisory Group, Inc.2,187$432.4K0.02%−125−5.4%Reduced
Painted Porch Advisors LLC2,189$432.8K0.21%−7−0.3%Reduced
Pflug Koory, LLC2,190$433.0K0.20%00.0%Unchanged
Blue Fin Capital, Inc.2,196$434.2K0.07%00.0%Unchanged
Shelton Wealth Management, LLC2,209$436.7K0.19%+8+0.4%Added
Basecamp Wealth Advisors LLC2,213$437.6K0.09%+34+1.6%Added
Everpar Advisors LLC2,216$438.1K0.15%+497+28.9%Added
Moss Adams Wealth Advisors LLC2,220$438.8K0.03%+332+17.6%Added
Portfolio Resources Advisor Group, Inc.2,231$441.1K0.44%+339+17.9%Added
SRS Capital Advisors, Inc.2,216$442.1K0.01%−1,394−38.6%Reduced
Clear Wave Wealth Management LLC2,267$448.3K0.11%+2,267New
Cullinan Associates Inc2,275$449.8K0.04%−7,800−77.4%Reduced
Barnes Pettey Financial Advisors, LLC2,277$450.2K0.20%00.0%Unchanged
Defiance ETFs, LLC2,283$451.4K0.01%+2,283New
Advisory Alpha, LLC2,286$452.2K0.01%+2,286New
Strategic Investment Advisors2,292$454.0K0.03%−409−15.1%Reduced
MTM Investment Management, LLC2,300$454.7K0.14%00.0%Unchanged
Planned Solutions, Inc.2,307$456.1K0.15%00.0%Unchanged
Transcend Wealth Collective, LLC2,312$457.1K0.04%−96−4.0%Reduced
Norden Group LLC2,314$457.5K0.04%+241+11.6%Added
Jane Street Group, LLC2,331$460.9K0.00%+2,331New
Sentinus, LLC2,331$460.9K0.04%+76+3.4%Added
Family Capital Trust Co2,342$463.0K0.17%+1,411+151.6%Added
Advyzon Investment Management, LLC2,343$463.3K0.04%+2,343New
First Foundation Advisors2,353$465.2K0.02%+390+19.9%Added
Brucke Financial, Inc.2,370$468.6K0.24%+2,370New
Whalerock Point Partners, LLC2,398$474.1K0.09%00.0%Unchanged
Alps Advisors Inc2,400$474.5K0.00%−270−10.1%Reduced
Badgley Phelps Wealth Managers, LLC2,401$474.7K0.01%−170−6.6%Reduced
Index Technologies Group LLC2,402$474.9K0.52%−892−27.1%Reduced
AGH Wealth Advisors, LLC2,411$476.7K0.35%+109+4.7%Added
Evoke Wealth, LLC2,423$479.1K0.01%−114−4.5%Reduced
Larson Financial Group LLC2,444$483.1K0.02%+263+12.1%Added