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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
AGH Wealth Advisors, LLC2,411$476.7K0.35%+109+4.7%Added
Index Technologies Group LLC2,402$474.9K0.52%−892−27.1%Reduced
Badgley Phelps Wealth Managers, LLC2,401$474.7K0.01%−170−6.6%Reduced
Alps Advisors Inc2,400$474.5K0.00%−270−10.1%Reduced
Whalerock Point Partners, LLC2,398$474.1K0.09%00.0%Unchanged
Brucke Financial, Inc.2,370$468.6K0.24%+2,370New
First Foundation Advisors2,353$465.2K0.02%+390+19.9%Added
Advyzon Investment Management, LLC2,343$463.3K0.04%+2,343New
Family Capital Trust Co2,342$463.0K0.17%+1,411+151.6%Added
Sentinus, LLC2,331$460.9K0.04%+76+3.4%Added
Jane Street Group, LLC2,331$460.9K0.00%+2,331New
Norden Group LLC2,314$457.5K0.04%+241+11.6%Added
Transcend Wealth Collective, LLC2,312$457.1K0.04%−96−4.0%Reduced
Planned Solutions, Inc.2,307$456.1K0.15%00.0%Unchanged
MTM Investment Management, LLC2,300$454.7K0.14%00.0%Unchanged
Strategic Investment Advisors2,292$454.0K0.03%−409−15.1%Reduced
Advisory Alpha, LLC2,286$452.2K0.01%+2,286New
Defiance ETFs, LLC2,283$451.4K0.01%+2,283New
Barnes Pettey Financial Advisors, LLC2,277$450.2K0.20%00.0%Unchanged
Cullinan Associates Inc2,275$449.8K0.04%−7,800−77.4%Reduced
Clear Wave Wealth Management LLC2,267$448.3K0.11%+2,267New
SRS Capital Advisors, Inc.2,216$442.1K0.01%−1,394−38.6%Reduced
Portfolio Resources Advisor Group, Inc.2,231$441.1K0.44%+339+17.9%Added
Moss Adams Wealth Advisors LLC2,220$438.8K0.03%+332+17.6%Added
Everpar Advisors LLC2,216$438.1K0.15%+497+28.9%Added
Basecamp Wealth Advisors LLC2,213$437.6K0.09%+34+1.6%Added
Shelton Wealth Management, LLC2,209$436.7K0.19%+8+0.4%Added
Blue Fin Capital, Inc.2,196$434.2K0.07%00.0%Unchanged
Pflug Koory, LLC2,190$433.0K0.20%00.0%Unchanged
Painted Porch Advisors LLC2,189$432.8K0.21%−7−0.3%Reduced
GM Advisory Group, Inc.2,187$432.4K0.02%−125−5.4%Reduced
Gateway Wealth Partners, LLC2,176$430.1K0.02%+2,176New
Phillips Wealth Planners LLC2,001$429.9K0.32%−6−0.3%Reduced
Modera Wealth Management, LLC2,163$427.6K0.01%+326+17.7%Added
Burke & Herbert Bank & Trust Co2,156$426.3K0.12%00.0%Unchanged
Wealthcare Advisory Partners LLC2,155$426.0K0.01%+273+14.5%Added
Circle Wealth Management, LLC2,154$425.8K0.01%+235+12.2%Added
Beese Fulmer Investment Management, Inc.2,142$423.4K0.03%−50−2.3%Reduced
Capital Advisors Wealth Management, LLC2,138$422.7K0.06%+7+0.3%Added
Howard Capital Management Inc.2,132$421.5K0.01%−2,137−50.1%Reduced
Facet Wealth, Inc.2,118$418.7K0.01%−365−14.7%Reduced
Mystic Asset Management, Inc.2,115$418.2K0.10%00.0%Unchanged
Monument Capital Management2,109$417.0K0.10%−109−4.9%Reduced
Bridgewater Advisors Inc.1,987$416.7K0.02%+208+11.7%Added
Quent Capital, LLC2,084$412.0K0.03%+530+34.1%Added
LaSalle St. Investment Advisors, LLC2,076$410.6K0.06%−252−10.8%Reduced
Foster Group, Inc.2,076$410.5K0.01%+166+8.7%Added
SmartHarvest Portfolios, LLC2,076$410.4K0.17%−396−16.0%Reduced
Lifeworks Advisors, LLC2,072$409.7K0.05%+2,072New
Woodmont Investment Counsel LLC2,071$409.5K0.03%00.0%Unchanged
Smith, Moore & Co.2,070$409.2K0.03%+195+10.4%Added
Dickmeyer Boyce Financial Management, Inc.2,066$408.4K0.24%+2,066New
Income Insurance Ltd2,048$404.9K0.28%00.0%Unchanged
Purpose Unlimited Inc.2,036$402.5K0.02%00.0%Unchanged
Parkside Financial Bank & Trust2,034$402.1K0.03%+57+2.9%Added
Krilogy Financial LLC1,874$402.0K0.01%−161−7.9%Reduced
Corient IA LLC2,030$401.4K0.38%−470−18.8%Reduced
Engineers Gate Manager LP2,029$401.2K0.01%+757+59.5%Added
Guyasuta Investment Advisors Inc2,024$400.2K0.02%00.0%Unchanged
SNS Financial Group, LLC2,021$399.6K0.03%+21+1.1%Added
Tempo Wealth, LLC2,021$399.6K0.07%+7+0.3%Added
Gross & Hartman Investments LLC2,016$398.6K0.21%00.0%Unchanged
Safe Harbor Family Capital, LLC2,016$398.6K0.31%00.0%Unchanged
Whipplewood Advisors, LLC2,005$396.4K0.21%−722−26.5%Reduced
Fortis Group Advisors, LLC1,824$395.4K0.07%+82+4.7%Added
C2C Wealth Management, LLC2,000$395.4K0.33%00.0%Unchanged
Chicago Partners Investment Group LLC1,979$395.2K0.01%+202+11.4%Added
Cetera Trust Company, N.A1,990$393.4K0.22%−250−11.2%Reduced
Leo Wealth, LLC1,975$390.5K0.03%+1,975New
Baltimore-Washington Financial Advisors, Inc.1,974$390.3K0.02%00.0%Unchanged
Hardy Reed LLC1,970$389.5K0.03%−30−1.5%Reduced
Wellspring Financial Advisors, LLC1,969$389.3K0.03%−132−6.3%Reduced
Providence Financial Advisors, LLC1,957$386.9K0.22%−65−3.2%Reduced
Commons Capital, LLC1,953$386.2K0.32%+3+0.2%Added
Prudent Man Advisors, LLC1,948$385.1K0.12%+71+3.8%Added
Gryphon Financial Partners LLC1,934$382.4K0.04%+1,934New
New Republic Capital, LLC1,929$381.4K0.13%−255−11.7%Reduced
Alerus Financial NA1,923$380.2K0.02%+1,923New
Daymark Wealth Partners, LLC1,922$380.0K0.01%+87+4.7%Added
Discipline Wealth Solutions, LLC1,920$379.6K0.04%−11−0.6%Reduced
Accurate Wealth Management, LLC1,828$379.6K0.05%+81+4.6%Added
Zions Bancorporation, National Association1,915$378.6K0.02%−1,890−49.7%Reduced
Old Mission Capital LLC1,914$378.4K0.01%+1,914New
Regions Financial Corp1,904$376.4K0.00%+210+12.4%Added
Onefund, LLC1,888$375.4K0.24%+181+10.6%Added
Colonial Trust Advisors1,892$374.1K0.03%+500+35.9%Added
Avidian Wealth Solutions, LLC1,880$371.6K0.01%+190+11.2%Added
Values Added Financial LLC1,865$368.7K0.16%+89+5.0%Added
Prosperity Financial Group, Inc.1,857$367.1K0.14%−91−4.7%Reduced
Bullock Wealth Management Group1,841$366.0K0.18%+5+0.3%Added
Optas, LLC1,851$366.0K0.06%+130+7.6%Added
Wealth Science Advisors LLC1,969$365.5K0.21%00.0%Unchanged
Financial Management Professionals, Inc.1,848$365.4K0.04%+1,523+468.6%Added
Private Trust Co NA1,838$363.4K0.03%+648+54.5%Added
Cornerstone Wealth Group, LLC1,752$361.7K0.02%+120+7.4%Added
Rothschild Capital Partners, LLC1,814$358.6K0.09%−710−28.1%Reduced
PCM Encore, LLC1,811$358.0K0.07%+252+16.2%Added
Main Street Financial Solutions, LLC1,810$357.8K0.03%−156−7.9%Reduced
Sovran Advisors, LLC1,636$355.6K0.03%+232+16.5%Added
Analyst IMS Investment Management Services Ltd.1,794$355.0K0.01%+170+10.5%Added