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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
bLong Financial, LLC2,450$484.4K0.37%00.0%Unchanged
Capital Analysts, LLC2,461$487.0K0.01%−189−7.1%Reduced
Triad Wealth Partners, LLC2,466$487.6K0.04%+96+4.1%Added
Gold Investment Management Ltd.2,470$488.3K0.15%00.0%Unchanged
Retirement Planning Group, LLC2,477$489.7K0.32%+10.0%Added
Fukoku Mutual Life Insurance Co2,479$490.1K0.03%−221−8.2%Reduced
Caerus Investment Advisors, LLC2,495$493.3K0.21%−1,613−39.3%Reduced
Whittier Trust Co2,457$493.6K0.01%−41−1.6%Reduced
Evergreen Wealth Solutions, LLC2,497$493.7K0.03%+2,497New
Hudock, Inc.2,500$494.3K0.07%+4+0.2%Added
44 Wealth Management LLC2,503$494.9K0.17%−54−2.1%Reduced
Cary Street Partner Investment Advisory LLC2,505$495.3K0.13%+154+6.6%Added
Advisor OS, LLC2,514$497.1K0.04%+105+4.4%Added
West Family Investments, Inc.2,521$498.4K0.17%−970−27.8%Reduced
Crestwood Advisors Group LLC2,536$501.5K0.01%+162+6.8%Added
Western Wealth Management, LLC2,539$501.9K0.02%+207+8.9%Added
CWA Asset Management Group, LLC2,548$503.9K0.02%+124+5.1%Added
Chicago Trust Co NA2,552$504.6K0.08%−20−0.8%Reduced
Jacobi Capital Management LLC2,562$506.4K0.03%−15−0.6%Reduced
Foresight Group Ltd Liability Partnership2,598$507.5K0.09%00.0%Unchanged
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,568$507.7K0.02%−5,420−67.9%Reduced
E Fund Management Co., Ltd.2,572$508.5K0.02%+2,572New
Visionary Wealth Advisors2,572$508.5K0.02%00.0%Unchanged
NorthCrest Asset Manangement, LLC2,514$508.6K0.02%+1,295+106.2%Added
Covenant Asset Management, LLC2,589$511.9K0.10%−112−4.1%Reduced
First Citizens Bank & Trust Co2,594$512.9K0.01%+75+3.0%Added
First Horizon Corp2,619$517.8K0.02%−17−0.6%Reduced
Moran Wealth Management, LLC2,639$521.8K0.02%−310−10.5%Reduced
Hartline Investment Corp2,652$524.3K0.06%00.0%Unchanged
Valeo Financial Advisors, LLC2,674$528.7K0.01%−2,091−43.9%Reduced
Quotient Wealth Partners, LLC2,679$529.6K0.01%+19+0.7%Added
RCW Management, LLC2,689$531.6K0.54%+11+0.4%Added
Resonant Capital Advisors, LLC2,698$533.4K0.03%+312+13.1%Added
Two Sigma Securities, LLC2,717$537.2K0.06%+2,717New
Roehl & Yi Investment Advisors, LLC2,727$539.2K0.20%+56+2.1%Added
Maia Wealth LLC2,732$540.0K0.09%+609+28.7%Added
Alta Advisers Ltd2,733$540.3K0.20%00.0%Unchanged
QTR Family Wealth, LLC2,563$540.7K0.23%−24−0.9%Reduced
Providence First Trust Co2,736$540.9K0.19%+66+2.5%Added
TCG Advisory Services, LLC2,741$541.9K0.01%+148+5.7%Added
World Equity Group, Inc.2,751$543.9K0.14%+756+37.9%Added
Wakefield Asset Management LLLP2,754$544.5K0.14%−23−0.8%Reduced
Mather Group, LLC.2,800$553.6K0.01%+123+4.6%Added
Keel Point, LLC2,816$556.8K0.04%−693−19.7%Reduced
Wedbush Securities Inc2,822$558.0K0.02%+201+7.7%Added
Stock Yards Bank & Trust Co2,824$558.3K0.02%+11+0.4%Added
Aureus Asset Management, LLC2,850$563.5K0.04%+900+46.2%Added
Heartland Bank & Trust Co2,854$564.3K0.13%+82+3.0%Added
LGT Fund Management Co Ltd.2,857$564.9K0.02%+289+11.3%Added
Childress Capital Advisors, LLC2,873$568.2K0.10%−1,183−29.2%Reduced
Dakota Wealth Management2,876$568.6K0.01%−621−17.8%Reduced
Lynx Capital Group Ltd2,878$569.0K0.26%00.0%Unchanged
Shrier Wealth Management, LLC2,897$572.8K0.21%+6+0.2%Added
Coastal Bridge Advisors, LLC2,947$582.7K0.04%−6,644−69.3%Reduced
Ronald Blue Trust, Inc.2,971$587.4K0.01%−108−3.5%Reduced
Sageworth Trust Co2,976$588.4K0.03%+1,201+67.7%Added
Valmark Advisers, Inc.2,990$591.2K0.01%−5−0.2%Reduced
Massmutual Trust Co FSB2,997$592.5K0.02%−177−5.6%Reduced
Walter Public Investments Inc.3,000$593.1K0.14%00.0%Unchanged
Conning Inc.3,007$594.5K0.02%−460−13.3%Reduced
Spirepoint Private Client, LLC3,018$596.7K0.06%−217−6.7%Reduced
Mesirow Financial Investment Management, Inc.3,033$599.6K0.01%−407−11.8%Reduced
Fortress Wealth Group, LLC2,987$600.1K0.23%+191+6.8%Added
AlphaGrep UK Ltd3,053$603.6K0.18%−1,552−33.7%Reduced
Waddell & Associates, LLC3,071$607.2K0.03%00.0%Unchanged
PlanVest Financial, Inc3,072$607.5K0.46%+3,072New
HighPoint Advisor Group LLC3,093$611.5K0.03%−10,606−77.4%Reduced
Angeles Wealth Management, LLC3,095$611.9K0.03%+1,225+65.5%Added
National Asset Management, Inc.3,136$612.4K0.04%−533−14.5%Reduced
SFMG, LLC3,110$614.9K0.04%−143−4.4%Reduced
Mosaic Family Wealth Partners, LLC3,114$615.7K0.06%00.0%Unchanged
Miracle Mile Advisors, LLC3,120$616.9K0.01%+610+24.3%Added
Moors & Cabot, Inc.3,123$617.4K0.03%+75+2.5%Added
Hendershot Investments Inc.3,126$618.1K0.08%00.0%Unchanged
Koshinski Asset Management, Inc.3,162$625.1K0.04%−213−6.3%Reduced
Lake Street Financial LLC3,167$626.1K0.08%−276−8.0%Reduced
Obermeyer Wood Investment Counsel, LLLP3,200$632.7K0.03%−4−0.1%Reduced
Buckingham Strategic Partners3,251$642.1K0.01%−1,255−27.9%Reduced
Beech Hill Advisors, Inc.3,250$642.6K0.32%00.0%Unchanged
Cambria Investment Management, L.P.3,252$643.0K0.04%−614−15.9%Reduced
First Affirmative Financial Network3,273$647.2K0.25%+3,273New
Shelton Capital Management3,278$648.1K0.01%00.0%Unchanged
Keystone Financial Group3,283$649.1K0.04%+118+3.7%Added
Pinnacle Wealth Management Group, Inc.3,284$649.2K0.32%+8+0.2%Added
Eurizon SLJ Capital Ltd3,297$651.9K0.31%−1,130−25.5%Reduced
Harvest Fund Management Co., Ltd3,325$657.0K0.03%−17,548−84.1%Reduced
HF Advisory Group, LLC3,339$660.1K0.22%−48−1.4%Reduced
Gateway Investment Advisers LLC3,364$665.1K0.01%+1,360+67.9%Added
Pettyjohn, Wood & White, Inc3,374$667.1K0.11%00.0%Unchanged
Golden State Equity Partners3,379$668.1K0.05%+842+33.2%Added
LCNB Corp3,392$670.6K0.23%00.0%Unchanged
FSM Wealth Advisors, LLC3,400$672.2K0.09%+1,634+92.5%Added
GWN Securities Inc.3,430$678.2K0.13%+221+6.9%Added
Westerkirk Capital Inc.3,471$686.3K0.07%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.3,474$686.8K0.20%00.0%Unchanged
Catalyst Financial Partners LLC3,486$689.2K0.08%+1,243+55.4%Added
Stonebridge Financial Group, LLC3,505$693.0K0.06%+8+0.2%Added
Strategy Asset Managers LLC3,516$695.2K0.11%+36+1.0%Added
Peak Planning Group, LLC3,540$700.0K0.19%−22−0.6%Reduced
Van Hulzen Asset Management, LLC3,567$705.3K0.05%+6+0.2%Added