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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 2021

Institutional positions in Welltower Inc. as of Mar 31, 2021. 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
735
No complete 13F data for Q4 2020
Shares held
383.0M
No complete 13F data for Q4 2020
Total value
$27.4B
No complete 13F data for Q4 2020

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 2021: 735 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 2021: $27.4B
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 2021

Shares, value and share of portfolio for each institution holding Welltower Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WELL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc65,903,096$4.72B0.13%––
BlackRock Inc.43,189,692$3.09B0.09%––
State Street Corp23,934,274$1.71B0.10%––
Price T Rowe Associates Inc17,323,282$1.24B0.12%––
Principal Financial Group Inc14,070,237$1.01B0.71%––
FMR LLC10,534,855$754.6M0.06%––
PGGM Investments8,474,356$607.0M2.62%––
Cohen & Steers, Inc.8,467,829$606.6M1.30%––
Geode Capital Management, LLC8,215,974$587.1M0.09%––
Invesco Ltd.7,851,130$562.4M0.15%––
JPMorgan Chase & Co7,454,178$533.9M0.08%––
Northern Trust Corp7,051,712$505.1M0.09%––
Resolution Capital Ltd6,571,405$470.7M7.92%––
Dimensional Fund Advisors LP6,017,994$431.1M0.14%––
Centersquare Investment Management LLC6,012,150$430.6M5.01%––
Daiwa Securities Group Inc.5,506,973$394.5M2.94%––
Legal & General Group Plc4,941,219$353.9M0.13%––
Morgan Stanley4,840,882$346.8M0.05%––
Nuveen Asset Management, LLC4,345,445$311.3M0.10%––
Bank of New York Mellon Corp4,317,877$309.3M0.06%––
Norges Bank4,241,496$303.8M0.07%––
Deutsche Bank AG4,111,364$294.5M0.16%––
Charles Schwab Investment Management Inc3,750,401$268.6M0.10%––
UBS Asset Management Americas Inc3,615,867$259.0M0.11%––
Sumitomo Mitsui Trust Holdings, Inc.3,376,906$241.9M0.15%––
Boston Partners3,097,561$221.9M0.30%––
Ameriprise Financial Inc2,970,148$212.8M0.07%––
Aew Capital Management L P2,835,991$203.1M7.05%––
Goldman Sachs Group Inc2,362,103$169.2M0.05%––
Brookfield Asset Management Inc.2,190,915$156.9M0.76%––
Cullen Capital Management LLC2,082,867$149.2M1.61%––
AMP Capital Investors Ltd2,056,099$147.5M0.74%––
Prudential Financial Inc2,018,789$144.6M0.22%––
Bank of America Corp1,804,818$129.3M0.02%––
Massachusetts Financial Services Co1,801,754$129.1M0.04%––
Waddell & Reed Financial Inc1,760,006$126.1M0.26%––
Russell Investments Group, Ltd.1,746,259$125.1M0.22%––
Lasalle Investment Management Securities LLC1,710,075$122.5M3.87%––
Swiss National Bank1,603,934$114.9M0.08%––
SEI Investments Co1,361,774$97.2M0.24%––
Adelante Capital Management LLC1,342,342$96.2M6.04%––
Parametric Portfolio Associates LLC1,332,172$95.4M0.05%––
Duff & Phelps Investment Management Co1,308,307$93.7M1.28%––
Canada Pension Plan Investment Board1,293,478$92.7M0.12%––
Alliancebernstein L.P.1,234,120$88.4M0.04%––
Wells Fargo & Company1,221,167$87.5M0.02%––
Heitman Real Estate Securities LLC1,220,748$87.4M4.93%––
STRS Ohio1,189,092$85.2M0.32%––
Citigroup Inc1,109,844$79.5M0.08%––
Zimmer Partners, LP1,100,000$78.8M1.09%––
HSBC Holdings PLC1,068,377$77.1M0.10%––
Epoch Investment Partners, Inc.1,062,826$76.1M0.36%––
Amundi Asset Management US, Inc.990,583$71.0M0.05%––
Credit Suisse AG987,702$70.8M0.05%––
Neuberger Berman Group LLC978,590$70.1M0.07%––
California Public Employees Retirement System965,055$69.1M0.05%––
UBS Group AG938,771$67.2M0.03%––
HealthCor Management, L.P.927,040$66.4M2.47%––
Asset Management One Co.,Ltd.919,789$65.9M0.26%––
Mitsubishi UFJ Trust & Banking Corp928,116$61.7M0.14%––
Standard Life Aberdeen plc860,235$61.6M0.14%––
Wellington Management Group LLP854,610$61.2M0.01%––
Pictet Asset Management Ltd835,003$59.8M0.07%––
Camber Capital Management LP810,000$58.0M2.30%––
American Century Companies Inc807,595$57.8M0.04%––
California State Teachers Retirement System804,845$57.7M0.08%––
AXA S.A.762,941$54.6M0.17%––
Rhumbline Advisers741,252$53.1M0.07%––
Schroder Investment Management Group728,019$52.1M0.07%––
National Pension Service722,372$51.7M0.11%––
Public Employees Retirement System of Ohio705,698$50.5M0.20%––
Westpac Banking Corp657,679$47.1M0.52%––
Barclays PLC598,079$42.8M0.04%––
Bank of Montreal560,183$42.4M0.03%––
Factory Mutual Insurance Co571,319$40.9M0.52%––
Great West Life Assurance Co560,716$40.0M0.10%––
Cbre Clarion Securities LLC547,110$39.2M0.78%––
Royal Bank of Canada546,669$39.2M0.01%––
Macquarie Group Ltd544,719$39.0M0.06%––
Hazelview Securities Inc.533,923$38.9M5.93%––
CORDA Investment Management, LLC.539,960$38.7M3.51%––
State Board of Administration of Florida Retirement System537,026$38.5M0.08%––
FIL Ltd519,402$37.2M0.04%––
Presima Inc.512,450$36.7M4.84%––
New York State Common Retirement Fund494,900$35.5M0.04%––
Cambiar Investors LLC489,523$35.1M1.22%––
New York State Teachers Retirement System487,251$34.9M0.08%––
Swedbank AB473,022$33.9M0.07%––
Adage Capital Partners GP, L.L.C.462,306$33.1M0.07%––
Securian Asset Management, Inc450,631$32.3M0.70%––
Manufacturers Life Insurance Company, The449,690$32.2M0.03%––
Retirement Systems of Alabama443,121$31.7M0.12%––
State of New Jersey Common Pension Fund D438,468$31.4M0.11%––
Uniplan Investment Counsel, Inc.434,402$31.1M1.99%––
Nomura Asset Management Co Ltd423,600$30.3M0.19%––
Envestnet Asset Management Inc386,580$27.7M0.02%––
Victory Capital Management Inc373,326$26.7M0.03%––
1832 Asset Management L.P.351,780$25.8M0.06%––
Guggenheim Capital LLC359,376$25.7M0.17%––
Ranger Global Real Estate Advisors, LLC344,501$24.7M2.64%––