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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
Capital Performance Advisors LLP1,302$257.4K0.02%+156+13.6%Added
Wharton Business Group, LLC1,300$257.0K0.01%00.0%Unchanged
Core Wealth Partners LLC1,288$254.7K0.12%+4+0.3%Added
Stonebridge Capital Advisors LLC1,288$254.7K0.02%−102−7.3%Reduced
Paradigm Financial Partners, LLC1,283$253.7K0.05%+1,283New
Beacon Financial Group1,274$251.9K0.03%+19+1.5%Added
Cornerstone Financial Management LLC1,273$251.7K0.23%−1−0.1%Reduced
Wright Wealth LLC1,273$251.7K0.17%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,273$251.6K0.01%+1,273New
Financial Advisors Network, Inc.1,269$251.0K0.03%+1,269New
Allen Mooney & Barnes Investment Advisors LLC1,268$250.7K0.04%−15−1.2%Reduced
Holderness Investments Co1,267$250.5K0.05%+30+2.4%Added
TrustBank1,263$249.7K0.10%00.0%Unchanged
Kanawha Capital Management LLC1,261$249.3K0.02%−1−0.1%Reduced
Elite Life Management LLC1,161$249.2K0.31%+33+2.9%Added
Centurion Wealth Management LLC1,260$249.1K0.06%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,257$248.6K0.10%+83+7.1%Added
Asset One Wealth Management LLC1,204$248.5K0.03%−58−4.6%Reduced
Kane Investment Management, Inc.1,252$247.5K0.13%−244−16.3%Reduced
Clark Capital Management Group, Inc.1,250$247.2K0.00%+115+10.1%Added
Compass Wealth Management, LLC1,250$247.1K0.11%00.0%Unchanged
Anchyra Partners LLC1,249$246.9K0.07%+121+10.7%Added
Diversify Wealth Management, LLC1,164$246.9K0.00%+1,164New
Campbell & CO Investment Adviser LLC1,248$246.7K0.01%+1,248New
Old Port Advisors1,246$246.3K0.06%−1−0.1%Reduced
Bingham Private Wealth, LLC1,242$245.6K0.19%+57+4.8%Added
Fundamentun, LLC1,235$244.2K0.01%+141+12.9%Added
Jackson Hole Capital Partners, LLC1,235$244.2K0.04%00.0%Unchanged
Key Financial Inc1,231$243.4K0.04%00.0%Unchanged
Financial Designs Corp1,224$242.0K0.13%+1,224New
Steigerwald, Gordon & Koch Inc.1,223$241.7K0.02%+177+16.9%Added
Lazard Asset Management LLC1,220$241.2K0.00%−1,056−46.4%Reduced
FLC Capital Advisors1,215$240.2K0.04%00.0%Unchanged
Charter Trust Co1,214$240.0K0.01%00.0%Unchanged
Wedgewood Investors Inc1,211$239.4K0.27%−57−4.5%Reduced
Investment Advisory Services Inc1,210$239.2K0.08%−170−12.3%Reduced
Mattern Wealth Management LLC1,200$237.3K0.05%00.0%Unchanged
DV Trading LLC1,200$237.3K0.02%+1,194+19,900.0%Added
Certified Advisory Corp1,199$237.1K0.02%+97+8.8%Added
Advus Financial Partners, LLC1,198$236.9K0.06%+97+8.8%Added
Empower Advisory Group, LLC1,194$236.1K0.00%+1,194New
ORG Wealth Partners, LLC1,190$235.3K0.05%+269+29.2%Added
Parkway Wealth Management Group, LLC1,139$235.0K0.03%+20+1.8%Added
Integrity Alliance, LLC.1,177$232.9K0.01%−3,962−77.1%Reduced
Silverlake Wealth Management LLC1,177$232.8K0.05%+1+0.1%Added
Van Cleef Asset Management,Inc1,172$231.7K0.02%00.0%Unchanged
Convergence Financial, LLC1,170$231.3K0.02%+1,170New
Renaissance Group LLC1,169$231.1K0.01%+1,169New
Insigneo Advisory Services, LLC1,162$229.7K0.02%+1,162New
Fox Run Management, L.L.C.1,172$228.9K0.04%−6,348−84.4%Reduced
AdvisorNet Financial, Inc1,156$228.6K0.01%−304−20.8%Reduced
Tradition Wealth Management, LLC1,155$228.4K0.02%+11+1.0%Added
Bedel Financial Consulting, Inc.1,153$228.0K0.03%00.0%Unchanged
Birch Hill Investment Advisors LLC1,152$227.8K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.1,150$227.4K0.04%−50−4.2%Reduced
Hilltop Wealth Advisors, LLC1,146$226.6K0.14%+32+2.9%Added
StoryOne LLC0$226.4K0.13%0Unchanged
Intellus Advisors LLC1,145$226.4K0.03%+32+2.9%Added
Hexagon Capital Partners LLC1,144$226.2K0.03%+1,144New
Ewa, LLC1,141$225.5K0.05%+1,141New
Aviso Wealth Management1,139$225.3K0.10%+1,139New
Warwick Investment Management, Inc.1,138$225.0K0.03%−2,017−63.9%Reduced
Owl Creek Wealth Partners LLC1,131$223.6K0.08%+1,131New
Axxcess Wealth Management, LLC1,131$223.6K0.01%−6−0.5%Reduced
Relyea Zuckerberg Hanson LLC1,128$223.0K0.02%+1,128New
Tritonpoint Wealth, LLC1,127$222.7K0.02%+44+4.1%Added
Graves-Light Private Wealth Management, Inc.1,120$221.4K0.02%00.0%Unchanged
Hancock Whitney Corp1,063$221.1K0.00%+1,063New
Martingale Asset Management L P1,108$219.1K0.01%+1,108New
NorthRock Partners, LLC1,106$218.7K0.00%−23−2.0%Reduced
Commerce Advisors, LLC1,105$218.5K0.18%+1,105New
Arcadia Investment Management Corp1,103$218.1K0.04%00.0%Unchanged
Successful Portfolios LLC1,113$218.0K0.12%00.0%Unchanged
Washington Trust Co1,100$217.5K0.01%−545−33.1%Reduced
Moneta Group Investment Advisors LLC1,099$217.3K0.00%+1,099New
Sivia Capital Partners, LLC1,099$217.3K0.04%−1,168−51.5%Reduced
Samalin Investment Counsel, LLC1,098$217.0K0.08%−102−8.5%Reduced
Scotia Capital Inc.1,097$216.9K0.00%−148−11.9%Reduced
Choate Investment Advisors1,094$216.3K0.00%+1,094New
Carter Financial Group, INC.1,089$215.4K0.13%+1,089New
Abacus Planning Group, Inc.1,086$214.7K0.03%−11−1.0%Reduced
First National Trust Co1,086$214.7K0.01%−5−0.5%Reduced
RMB Capital Management, LLC1,085$214.5K0.00%+1,085New
Greenwich Wealth Management LLC1,081$214.0K0.01%00.0%Unchanged
MONECO Advisors, LLC1,082$214.0K0.02%+1,082New
West Michigan Advisors, LLC1,079$213.3K0.05%−83−7.1%Reduced
Westfuller Advisors, LLC1,071$211.7K0.09%+19+1.8%Added
City State Bank1,061$209.8K0.05%+3+0.3%Added
Birch Financial Group, LLC1,060$209.5K0.12%−53−4.8%Reduced
111 Capital1,055$208.6K0.05%−262−19.9%Reduced
Hanlon Investment Management, Inc.1,051$207.8K0.11%+1,051New
Reuter James Wealth Management, LLC1,050$207.6K0.03%+1,050New
GSG Advisors LLC1,046$206.9K0.05%+1,046New
Intrua Financial, LLC1,041$205.8K0.02%+1,041New
Phocas Financial Corp.1,039$205.4K0.03%+1,039New
Zacks Investment Management1,038$205.2K0.00%+1,038New
Norris Perne & French LLP1,035$204.6K0.01%+1,035New
Princeton Global Asset Management LLC1,033$204.2K0.03%−31−2.9%Reduced
Carmel Capital Partners, LLC1,031$203.8K0.07%+1,031New
CacheTech Inc.1,031$203.8K0.04%+1,031New