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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
Keebeck Wealth Management, LLC1,787$353.3K0.04%+600+50.5%Added
Cromwell Holdings LLC1,781$352.1K0.20%00.0%Unchanged
Robertson Stephens Wealth Management, LLC1,781$352.0K0.01%−78−4.2%Reduced
Sowell Financial Services LLC1,771$350.2K0.01%+39+2.3%Added
Wealth Alliance1,770$349.9K0.03%−288−14.0%Reduced
Segment Wealth Management, LLC1,762$348.4K0.02%+1,762New
Cercano Management LLC1,736$343.2K0.01%00.0%Unchanged
Register Financial Advisors LLC1,734$342.8K0.13%−125−6.7%Reduced
Abel Hall, LLC1,726$341.2K0.07%+331+23.7%Added
Boston Private Wealth LLC1,724$340.7K0.02%−138−7.4%Reduced
Rothschild Investment LLC1,722$340.5K0.02%+69+4.2%Added
Diversified Enterprises, LLC1,717$339.5K0.02%+365+27.0%Added
Regent Peak Wealth Advisors LLC1,705$337.1K0.07%+34+2.0%Added
Hunter Associates Investment Management LLC1,702$337.0K0.04%+102+6.4%Added
Advisors Capital Management, LLC1,703$336.8K0.00%+67+4.1%Added
Fell Capital Management1,700$336.1K0.32%00.0%Unchanged
Marshall Financial Group LLC1,698$335.8K0.05%−1,235−42.1%Reduced
Moody National Bank Trust Division1,698$335.7K0.03%+10+0.6%Added
WealthShield Partners, LLC1,687$333.5K0.04%−3−0.2%Reduced
May Hill Capital, LLC1,684$332.9K0.08%+117+7.5%Added
Clifford Swan Investment Counsel LLC1,673$330.8K0.01%−750−31.0%Reduced
TRB Wealth Management, LLC1,672$330.6K0.05%+1,672New
Procyon Private Wealth Partners, LLC1,672$330.5K0.02%+180+12.1%Added
Cresset Asset Management, LLC1,669$330.0K0.00%−3,195−65.7%Reduced
Cahill Financial Advisors Inc1,669$329.9K0.04%−50−2.9%Reduced
Walter & Keenan Financial Consulting Co1,661$328.4K0.09%−434−20.7%Reduced
Cambiar Investors LLC1,661$328.4K0.02%00.0%Unchanged
Leavell Investment Management, Inc.1,659$328.0K0.01%00.0%Unchanged
Wilkerson Advisory Group LLC1,658$327.8K0.11%+1,577+1,946.9%Added
Delta Investment Management, LLC1,654$327.0K0.06%+99+6.4%Added
Alpha Zero LLC1,650$326.2K0.17%+553+50.4%Added
Soltis Investment Advisors LLC1,650$326.2K0.02%−51−3.0%Reduced
Mechanics Bank Trust Department1,649$326.0K0.05%00.0%Unchanged
KCM Investment Advisors LLC1,648$325.8K0.01%−30−1.8%Reduced
Stonebrook Private Inc.1,629$322.0K0.07%+50+3.2%Added
Foundations Investment Advisors, LLC1,628$321.9K0.00%−223−12.0%Reduced
AlTi Global, Inc.1,625$321.2K0.01%−510−23.9%Reduced
Trust Point Inc.1,624$321.1K0.03%−82−4.8%Reduced
Natural Investments, LLC1,625$321.0K0.08%−21−1.3%Reduced
Liberty Wealth Management LLC1,616$319.5K0.04%00.0%Unchanged
Capital Investment Advisory Services, LLC1,611$318.5K0.02%−30−1.8%Reduced
OneAscent Financial Services LLC1,602$316.7K0.02%+1,602New
Greenwood Capital Associates LLC1,599$316.1K0.03%+1,599New
Jaffetilchin Investment Partners, LLC1,597$315.6K0.02%+450+39.2%Added
Cambient Family Office, LLC1,589$314.1K0.04%+431+37.2%Added
Cooper Financial Group1,584$313.2K0.03%+223+16.4%Added
Westside Investment Management, Inc.1,538$310.3K0.05%00.0%Unchanged
Avestar Capital, LLC1,563$309.0K0.02%+53+3.5%Added
Strategic Wealth Partners, Ltd.1,550$306.5K0.02%−7−0.4%Reduced
TFR Capital, LLC.1,550$306.5K0.09%+1,550New
Onyx Bridge Wealth Group LLC1,547$305.9K0.03%+34+2.2%Added
Fortitude Advisory Group L.L.C.1,534$303.3K0.14%−10−0.6%Reduced
Founders Financial Securities LLC1,462$301.7K0.02%−102−6.5%Reduced
Focused Wealth Management, Inc1,525$301.4K0.03%+164+12.0%Added
Challenger Wealth Management1,521$300.8K0.24%+19+1.3%Added
Kohmann Bosshard Financial Services, LLC1,519$300.3K0.03%00.0%Unchanged
Holistic Planning, LLC1,510$298.5K0.06%+21+1.4%Added
Perennial Investment Advisors, LLC1,502$297.0K0.02%+214+16.6%Added
Middleton & Co Inc1,500$296.6K0.03%−200−11.8%Reduced
Forum Financial Management, LP1,498$296.2K0.00%−58−3.7%Reduced
Schneider Downs Wealth Management Advisors, LP1,487$294.0K0.03%00.0%Unchanged
Northcape Wealth Management, LLC1,487$293.9K0.08%−68−4.4%Reduced
Pure Financial Advisors, Inc.1,485$293.6K0.00%+1,485New
Courier Capital LLC1,481$292.8K0.02%−6−0.4%Reduced
Ninepoint Partners LP1,466$289.8K0.03%−2,013−57.9%Reduced
Dynamic Advisor Solutions LLC1,463$289.2K0.01%+166+12.8%Added
RFG Advisory, LLC1,453$287.3K0.01%+127+9.6%Added
Capstone Wealth Management Group, LLC1,450$286.7K0.12%+5+0.3%Added
Fairscale Capital, LLC1,448$286.3K0.20%00.0%Unchanged
Park National Corp1,440$284.7K0.01%+150+11.6%Added
One Degree Advisors Inc1,438$284.0K0.07%00.0%Unchanged
FourThought Financial Partners, LLC1,435$283.7K0.02%+52+3.8%Added
Range Advisory, LLC1,432$283.1K0.05%+1,432New
Argent Advisors, Inc.1,429$282.5K0.08%+45+3.3%Added
Harmony Asset Management LLC1,424$281.5K0.09%+56+4.1%Added
International Assets Investment Management, LLC1,413$281.0K0.02%−3−0.2%Reduced
XML Financial, LLC1,417$280.2K0.02%−235−14.2%Reduced
Vectors Research Management, LLC1,416$280.0K0.08%−6−0.4%Reduced
Verdence Capital Advisors LLC1,413$279.4K0.02%+28+2.0%Added
Hanson & Doremus Investment Management1,404$278.0K0.03%−96−6.4%Reduced
Fisher Asset Management, LLC1,400$276.9K0.00%−310−18.1%Reduced
Lafayette Investments, Inc.1,399$276.6K0.06%−300−17.7%Reduced
MV Capital Management, Inc.1,399$276.6K0.03%+15+1.1%Added
Jag Capital Management, LLC1,392$275.2K0.03%+192+16.0%Added
Cyndeo Wealth Partners, LLC1,383$273.4K0.01%−9−0.6%Reduced
Concorde Asset Management, LLC1,366$270.1K0.13%−78−5.4%Reduced
Drucker Wealth 3.0, LLC1,359$268.7K0.05%+24+1.8%Added
Aspire Private Capital, LLC1,358$268.5K0.06%+2+0.1%Added
Oxford Financial Group Ltd1,352$267.3K0.01%−80−5.6%Reduced
Aberdeen Wealth Management LLC1,350$266.9K0.12%00.0%Unchanged
Kathmere Capital Management, LLC1,349$266.7K0.02%+205+17.9%Added
Revolve Wealth Partners, LLC1,347$266.3K0.03%−83−5.8%Reduced
Cidel Asset Management Inc1,336$264.1K0.01%+167+14.3%Added
Quadrant Private Wealth Management, LLC1,336$264.1K0.04%+1,336New
Private Management Group Inc1,330$263.0K0.01%00.0%Unchanged
Capital CS Group, LLC1,330$263.0K0.54%+1,330New
Bogart Wealth, LLC1,328$262.6K0.01%−239−15.3%Reduced
NBC Securities, Inc.1,318$260.6K0.02%+315+31.4%Added
Allen Capital Group, LLC1,317$260.4K0.02%+97+8.0%Added
Munich Reinsurance Co Stock Corp in Munich1,308$258.6K0.01%+70+5.7%Added