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; 1,601 institutions reported holding it in 13F filings for Q2 2026, worth $160.8B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Welltower Inc. as of Jun 30, 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
- 1,601
- +122 vs. Q1 2026
- Shares held
- 708.8M
- +35.1M (+5.2%) vs. Q1 2026
- Total value
- $160.8B
- +$27.7B (+20.8%) vs. Q1 2026
- New holders
- 204
- 673 more added
- Sold out
- 82
- 485 more reduced
18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,601 | $160.8B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,438 | $126.1B |
| Q3 2025 | 1,337 | $112.7B |
| Q2 2025 | 1,266 | $99.6B |
| Q1 2025 | 1,236 | $97.8B |
| Q4 2024 | 1,130 | $78.0B |
| Q3 2024 | 1,063 | $78.5B |
| Q2 2024 | 1,001 | $62.4B |
| Q1 2024 | 962 | $54.6B |
| Q4 2023 | 934 | $49.6B |
| Q3 2023 | 827 | $42.1B |
| Q2 2023 | 812 | $39.9B |
| Q1 2023 | 775 | $35.7B |
| Q4 2022 | 799 | $31.0B |
| Q3 2022 | 785 | $30.0B |
| Q2 2022 | 818 | $37.5B |
| Q1 2022 | 846 | $42.4B |
| Q4 2021 | 806 | $36.7B |
| Q3 2021 | 762 | $33.7B |
| Q2 2021 | 757 | $33.6B |
| Q1 2021 | 732 | $27.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,049,214 | $17.7B | 0.26% | +4,045,458+5.5% | Added |
| Vanguard Capital Management LLC | 46,118,974 | $10.5B | 0.22% | +766,540+1.7% | Added |
| Vanguard Portfolio Management LLC | 43,449,568 | $9.86B | 0.44% | +1,586,519+3.8% | Added |
| State Street Corp | 42,138,810 | $9.56B | 0.28% | +578,033+1.4% | Added |
| Capital International Investors | 39,500,055 | $8.97B | 1.85% | +3,682,689+10.3% | Added |
| Cohen & Steers, Inc. | 36,821,274 | $8.36B | 13.22% | +975,997+2.7% | Added |
| Capital World Investors | 20,028,842 | $4.55B | 0.54% | +7,306,513+57.4% | Added |
| Bank of America Corp | 19,496,361 | $4.43B | 0.29% | −2,254,140−10.4% | Reduced |
| FMR LLC | 19,451,466 | $4.41B | 0.19% | −2,724,517−12.3% | Reduced |
| Price T Rowe Associates Inc | 18,490,213 | $4.20B | 0.42% | +1,274,395+7.4% | Added |
| Norges Bank | 18,146,984 | $4.12B | 0.41% | +18,146,984 | New |
| Geode Capital Management, LLC | 17,685,516 | $4.00B | 0.21% | −82,373−0.5% | Reduced |
| Wellington Management Group LLP | 15,179,324 | $3.45B | 0.59% | −1,770,752−10.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,624,243 | $2.41B | 1.89% | +1,855,321+21.2% | Added |
| Principal Financial Group Inc | 9,814,621 | $2.23B | 1.09% | +207,966+2.2% | Added |
| Morgan Stanley | 9,762,078 | $2.22B | 0.12% | +715,471+7.9% | Added |
| Charles Schwab Investment Management Inc | 9,394,281 | $2.13B | 0.28% | +564,842+6.4% | Added |
| Northern Trust Corp | 9,292,543 | $2.11B | 0.25% | +292,726+3.3% | Added |
| JPMorgan Chase & Co | 8,588,951 | $1.96B | 0.11% | −77,729−0.9% | Reduced |
| Dimensional Fund Advisors LP | 8,479,319 | $1.92B | 0.35% | +134,297+1.6% | Added |
| Goldman Sachs Group Inc | 8,135,502 | $1.85B | 0.19% | +1,401,371+20.8% | Added |
| UBS Asset Management Americas Inc | 7,948,735 | $1.80B | 0.33% | −222,139−2.7% | Reduced |
| Legal & General Group Plc | 7,046,531 | $1.60B | 0.33% | −192,666−2.7% | Reduced |
| Capital Research Global Investors | 6,889,084 | $1.56B | 0.22% | +354,152+5.4% | Added |
| Invesco Ltd. | 6,569,461 | $1.49B | 0.12% | −64,943−1.0% | Reduced |
| Centersquare Investment Management LLC | 5,640,625 | $1.28B | 10.93% | +397,916+7.6% | Added |
| Amundi | 5,339,664 | $1.21B | 0.29% | +2,008,543+60.3% | Added |
| Deutsche Bank AG | 4,975,818 | $1.13B | 0.33% | −168,576−3.3% | Reduced |
| Nuveen, LLC | 4,521,315 | $1.03B | 0.24% | −920,704−16.9% | Reduced |
| Daiwa Securities Group Inc. | 4,076,713 | $925.3M | 2.09% | −206,869−4.8% | Reduced |
| Bank of New York Mellon Corp | 4,050,681 | $919.4M | 0.15% | +78,145+2.0% | Added |
| Vanguard Fiduciary Trust Co | 3,964,041 | $899.7M | 0.20% | +37,381+1.0% | Added |
| Ameriprise Financial Inc | 3,558,695 | $798.2M | 0.16% | −1,4120.0% | Reduced |
| Resolution Capital Ltd | 3,377,659 | $766.6M | 14.10% | −228,266−6.3% | Reduced |
| WCM Investment Management, LLC | 3,346,803 | $762.2M | 1.38% | +89,820+2.8% | Added |
| HSBC Holdings PLC | 3,321,976 | $754.8M | 0.36% | +90,868+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,150,763 | $715.1M | 0.41% | −26,954−0.8% | Reduced |
| Prudential Financial Inc | 3,031,698 | $688.1M | 0.75% | −4,200−0.1% | Reduced |
| Duff & Phelps Investment Management Co | 3,024,718 | $686.5M | 6.48% | +392,178+14.9% | Added |
| Russell Investments Group, Ltd. | 2,853,498 | $647.7M | 0.57% | −16,021−0.6% | Reduced |
| Cbre Clarion Securities LLC | 2,843,632 | $645.4M | 8.98% | −163,201−5.4% | Reduced |
| SEI Investments Co | 2,571,718 | $583.7M | 0.51% | −86,761−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,334,400 | $529.8M | 0.29% | +196,854+9.2% | Added |
| Canada Pension Plan Investment Board | 2,328,059 | $528.4M | 0.29% | +301,016+14.9% | Added |
| Nordea Investment Management AB | 2,099,648 | $479.7M | 0.39% | +69,354+3.4% | Added |
| National Pension Service | 2,015,067 | $457.4M | 0.29% | +62,043+3.2% | Added |
| Swiss National Bank | 1,987,000 | $451.0M | 0.24% | −27,200−1.4% | Reduced |
| Standard Life Aberdeen plc | 1,760,904 | $399.7M | 0.56% | +75,203+4.5% | Added |
| APG Asset Management US Inc. | 1,692,393 | $389.6M | 2.73% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,639,804 | $371.6M | 0.59% | +107,047+7.0% | Added |
| UBS Group AG | 1,596,229 | $362.3M | 0.06% | −868,181−35.2% | Reduced |
| Wells Fargo & Company | 1,557,561 | $353.5M | 0.06% | +94,864+6.5% | Added |
| California Public Employees Retirement System | 1,551,984 | $352.3M | 0.20% | +131,544+9.3% | Added |
| Vanguard Global Advisers, LLC | 1,522,908 | $345.7M | 0.16% | −3,369−0.2% | Reduced |
| Alliancebernstein L.P. | 1,728,289 | $341.7M | 0.11% | −306,800−15.1% | Reduced |
| Schroder Investment Management Group | 1,458,637 | $331.1M | 0.23% | −69,907−4.6% | Reduced |
| American Century Companies Inc | 1,458,544 | $331.0M | 0.15% | +129,809+9.8% | Added |
| Nomura Asset Management Co Ltd | 1,428,896 | $324.3M | 0.69% | +62,791+4.6% | Added |
| Vanguard Asset Management, Ltd | 1,371,696 | $311.3M | 0.21% | +172,829+14.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,345,712 | $305.4M | 0.59% | +220,610+19.6% | Added |
| Asset Management One Co.,Ltd. | 1,326,391 | $301.1M | 0.77% | +26,433+2.0% | Added |
| Voya Investment Management LLC | 1,301,160 | $294.6M | 0.25% | −47,048−3.5% | Reduced |
| Citigroup Inc | 1,296,947 | $294.4M | 0.14% | −69,393−5.1% | Reduced |
| Rhumbline Advisers | 1,277,189 | $289.9M | 0.22% | +15,437+1.2% | Added |
| Lasalle Investment Management Securities LLC | 1,265,520 | $287.2M | 10.22% | +52,889+4.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,249,469 | $283.2M | 0.43% | +72,969+6.2% | Added |
| Bamco Inc | 1,232,060 | $279.6M | 0.42% | −112,881−8.4% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,218,448 | $276.6M | 4.60% | +95,150+8.5% | Added |
| Aew Capital Management L P | 1,153,905 | $261.9M | 15.65% | +90,000+8.5% | Added |
| Royal Bank of Canada | 1,139,710 | $258.7M | 0.04% | +262,023+29.9% | Added |
| BNP Paribas Arbitrage, SA | 1,137,353 | $258.1M | 0.13% | −26,908−2.3% | Reduced |
| Zimmer Partners, LP | 1,123,925 | $255.1M | 6.03% | +5,000+0.4% | Added |
| Public Employees Retirement System of Ohio | 1,075,665 | $244.1M | 0.72% | +7,026+0.7% | Added |
| California State Teachers Retirement System | 1,075,391 | $244.1M | 0.22% | +40,068+3.9% | Added |
| Actiam N.V. | 1,069,814 | $242.8M | 1.87% | +72,514+7.3% | Added |
| KBC Group NV | 1,037,439 | $235.5M | 0.51% | −28,701−2.7% | Reduced |
| Barclays PLC | 1,020,253 | $231.6M | 0.07% | −675,378−39.8% | Reduced |
| Castle Hook Partners LP | 1,007,754 | $228.7M | 2.45% | −183,897−15.4% | Reduced |
| Adelante Capital Management LLC | 972,469 | $220.7M | 14.51% | −56,610−5.5% | Reduced |
| Holocene Advisors, LP | 958,107 | $217.5M | 0.50% | +514,342+115.9% | Added |
| Pictet Asset Management Holding SA | 945,445 | $214.6M | 0.21% | +73,838+8.5% | Added |
| Capital International Inc | 944,190 | $214.3M | 1.50% | +121,440+14.8% | Added |
| FIL Ltd | 942,527 | $213.9M | 0.15% | +264,745+39.1% | Added |
| Raymond James Financial Inc | 934,992 | $212.2M | 0.06% | +40,813+4.6% | Added |
| D. E. Shaw & Co., Inc. | 928,983 | $210.9M | 0.13% | −1,150,171−55.3% | Reduced |
| Envestnet Asset Management Inc | 916,367 | $208.0M | 0.05% | +79,088+9.4% | Added |
| Heitman Real Estate Securities LLC | 915,721 | $207.8M | 13.34% | +99,951+12.3% | Added |
| TD Asset Management Inc | 897,789 | $203.8M | 0.18% | −54,749−5.7% | Reduced |
| Korea Investment CORP | 895,149 | $203.2M | 0.39% | +86,490+10.7% | Added |
| Jupiter Topco LLC | 874,893 | $198.5M | 0.08% | +874,893 | New |
| Natixis Advisors, L.P. | 869,887 | $197.4M | 0.22% | +26,018+3.1% | Added |
| STRS Ohio | 843,315 | $191.4M | 0.72% | +118,073+16.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 836,080 | $189.8M | 0.19% | −282,782−25.3% | Reduced |
| Nomura Asset Management International Inc. | 835,093 | $189.5M | 0.28% | +24,362+3.0% | Added |
| Vanguard Investments Australia, Ltd. | 828,408 | $188.0M | 0.47% | +28,432+3.6% | Added |
| Storebrand Asset Management AS | 790,981 | $179.5M | 0.44% | +4,376+0.6% | Added |
| New York State Common Retirement Fund | 784,897 | $178.1M | 0.22% | −5,831−0.7% | Reduced |
| Allianz Asset Management GmbH | 742,978 | $168.6M | 0.16% | −6,074−0.8% | Reduced |
| Congress Asset Management Co | 721,601 | $163.8M | 1.01% | −28,599−3.8% | Reduced |
| Macquarie Group Ltd | 703,258 | $159.6M | 0.69% | +26,159+3.9% | Added |