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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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main48,673$3.49M0.01%––
Vestcor Inc48,921$3.50M0.13%––
Peapack Gladstone Financial Corp49,017$3.51M0.09%––
Sompo Asset Management Co., Ltd.51,210$3.67M0.83%––
Nordea Investment Management AB50,790$3.67M0.01%––
Squarepoint Ops LLC51,657$3.70M0.03%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,201$3.74M0.05%––
Cinctive Capital Management LP52,918$3.79M0.24%––
Hartford Investment Management Co52,979$3.79M0.10%––
American Financial Advisors, LLC53,123$3.81M0.57%––
Ensign Peak Advisors, Inc53,489$3.83M0.01%––
Garland Capital Management Inc54,845$3.93M2.97%––
Advisors Asset Management, Inc.55,607$3.98M0.06%––
DuPont Capital Management Corp55,636$3.98M0.10%––
APG Asset Management N.V.65,650$4.00M0.01%––
Walled Lake Planning & Wealth Management, LLC56,148$4.02M2.79%––
Sumitomo Mitsui DS Asset Management Company, Ltd56,511$4.05M0.11%––
Sarasin & Partners LLP56,572$4.05M0.05%––
Swiss Life Asset Management Ltd56,764$4.07M0.06%––
RVB Capital Management LLC59,500$4.26M3.28%––
Private Asset Management Inc59,532$4.26M0.60%––
Ashfield Capital Partners, LLC59,873$4.29M0.34%––
Manning & Napier Group, LLC60,010$4.30M0.04%––
Public Sector Pension Investment Board60,429$4.33M0.03%––
D. E. Shaw & Co., Inc.60,641$4.34M0.01%––
Azimuth Capital Management LLC60,808$4.36M0.21%––
DnB Asset Management AS61,511$4.41M0.03%––
HGK Asset Management Inc61,843$4.43M1.46%––
Tower Research Capital LLC (TRC)62,251$4.46M0.08%––
KMG Fiduciary Partners, LLC64,083$4.59M0.90%––
Advisors Management Group Inc64,120$4.59M1.44%––
First Trust Advisors LP64,194$4.60M0.01%––
Achmea Investment Management B.V.64,506$4.62M0.16%––
Baird Financial Group, Inc.65,620$4.70M0.01%––
British Columbia Investment Management Corp68,450$4.90M0.04%––
Bank of Nova Scotia68,652$4.92M0.01%––
Voloridge Investment Management, LLC68,921$4.94M0.04%––
Texas Permanent School Fund69,696$4.99M0.06%––
Carret Asset Management, LLC70,364$5.04M0.63%––
North American Management Corp71,035$5.09M0.69%––
Marshall Wace, LLP72,868$5.22M0.03%––
State of Tennessee, Treasury Department74,216$5.32M0.02%––
Public Employees Retirement Association of Colorado75,517$5.41M0.03%––
Pendal Group Limited76,974$5.51M0.05%––
Mutual of America Capital Management LLC77,330$5.54M0.06%––
B. Riley Wealth Management, Inc.77,628$5.56M0.65%––
Van Eck Associates Corp78,149$5.60M0.02%––
Utah Retirement Systems80,203$5.75M0.08%––
Eii Capital Management, Inc.83,522$5.98M3.12%––
Andra AP-fonden84,700$6.07M0.13%––
Gulf International Bank (UK) Ltd84,719$6.07M0.08%––
Pensionfund DSM Netherlands84,753$6.07M0.81%––
Lincluden Management Ltd86,045$6.16M0.60%––
Forsta Ap-Fonden86,100$6.17M0.09%––
Caisse de Depot Et Placement du Quebec86,865$6.22M0.01%––
Teacher Retirement System of Texas87,136$6.24M0.03%––
Nissay Asset Management Corp87,356$6.26M0.06%––
Alyeska Investment Group, L.P.89,184$6.39M0.08%––
Venture Visionary Partners LLC89,691$6.42M0.54%––
Qube Research & Technologies Ltd92,648$6.64M0.11%––
Central Trust Co93,437$6.69M0.26%––
Metropolitan Life Insurance Co94,357$6.76M0.10%––
Maryland Capital Management96,492$6.91M0.46%––
Calamos Advisors LLC97,091$6.96M0.04%––
Mackay Shields LLC98,880$7.08M0.05%––
TCW Group Inc98,995$7.09M0.07%––
Skandinaviska Enskilda Banken AB (publ)99,250$7.11M0.05%––
MetLife Investment Management99,461$7.12M0.07%––
State of Michigan Retirement System104,796$7.51M0.05%––
Handelsbanken Fonder AB105,566$7.56M0.04%––
Trust Co of Toledo NA106,586$7.63M1.38%––
Credit Agricole S A108,820$7.79M0.29%––
Commonwealth Equity Services, LLC112,783$8.08M0.02%––
Advisor Group Holdings, Inc.113,981$8.18M0.02%––
LPL Financial LLC116,964$8.38M0.01%––
Arizona State Retirement System117,598$8.42M0.07%––
Schafer Cullen Capital Management Inc126,730$9.08M1.85%––
ProShare Advisors LLC130,168$9.32M0.03%––
American International Group, Inc.130,213$9.33M0.04%––
Natixis Advisors, L.P.130,685$9.36M0.05%––
Veritas Asset Management LLP132,500$9.49M0.05%––
Comerica Bank125,965$9.50M0.06%––
Truist Financial Corp133,449$9.56M0.02%––
Robeco Institutional Asset Management B.V.136,335$9.77M0.02%––
Susquehanna International Group, LLP136,905$9.81M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund139,193$9.97M0.09%––
Capitolis Advisors LLC148,158$10.6M0.18%––
Cannell Peter B & Co Inc148,277$10.6M0.33%––
Raymond James Financial Services Advisors, Inc.149,454$10.7M0.02%––
Prudential PLC152,625$10.9M0.08%––
Royal London Asset Management Ltd153,276$11.0M0.05%––
Treasurer of the State of North Carolina159,804$11.4M0.07%––
Keybank National Association162,886$11.7M0.05%––
Tredje AP-fonden169,555$12.1M0.29%––
DekaBank Deutsche Girozentrale169,460$12.4M0.04%––
Morningstar Investment Services LLC170,870$12.5M0.16%––
Laurion Capital Management LP175,919$12.6M0.17%––
AQR Capital Management LLC177,674$12.7M0.02%––
Stifel Financial Corp182,547$13.1M0.02%––
Janney Montgomery Scott LLC187,443$13.4M0.07%––