# WELLTOWER INC (WELL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WELL/

- Reporting holders: 68
- Reported value: $226.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $160.4M | 696,783 | 1.0% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $19.7M | 85,760 | 0.5% | 28 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.6M | 20,126 | 0.2% | 12 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.4M | 18,936 | 0.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.3M | 14,190 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $2.5M | 10,657 | 0.2% | 15 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $2.4M | 10,521 | 0.7% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.4M | 10,724 | 0.1% | 15 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $2.1M | 9,213 | 0.2% | 10 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $2.1M | 9,070 | 0.2% | 4 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $1.8M | 8,033 | 1.0% | 12 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $1.5M | 6,618 | 0.9% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.4M | 6,341 | 0.0% | 9 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.3M | 5,632 | 0.3% | 8 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.2M | 5,126 | 0.4% | 7 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.1M | 4,845 | 0.2% | 23 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.1M | 4,775 | 0.0% | 2 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $815.5K | 3,542 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $789.0K | 3,427 | 0.0% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $773.6K | 3,360 | 0.0% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $717.2K | 3,115 | 0.0% | 14 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $660.3K | 2,868 | 0.0% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $638.1K | 2,772 | 0.2% | 16 |
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $520.1K | 2,259 | 0.2% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $495.2K | 2,151 | 0.1% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 68 | $226.7M |
| Q2 2026 | 1,609 | $177.0B |
| Q1 2026 | 1,497 | $135.4B |
| Q4 2025 | 1,448 | $126.9B |
| Q3 2025 | 1,344 | $113.2B |
| Q2 2025 | 1,275 | $100.0B |
| Q1 2025 | 1,248 | $98.2B |
| Q4 2024 | 1,142 | $78.4B |
| Q3 2024 | 1,071 | $79.0B |
| Q2 2024 | 1,009 | $62.6B |
| Q1 2024 | 971 | $54.8B |
| Q4 2023 | 941 | $49.8B |