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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
Voya Investment Management LLC192,922$13.8M0.03%––
Aviva PLC198,058$14.2M0.07%––
Oppenheimer Asset Management Inc.198,988$14.3M0.22%––
Korea Investment CORP201,800$14.5M0.05%––
Tekla Capital Management LLC203,083$14.5M0.50%––
Storebrand Asset Management AS203,753$14.6M0.08%––
Janus Henderson Group PLC204,430$14.6M0.01%––
Davis Selected Advisers204,970$14.7M0.06%––
Thrivent Financial for Lutherans208,352$14.9M0.03%––
Chilton Capital Management LLC209,930$15.0M1.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)224,593$16.1M0.10%––
State of Alaska, Department of Revenue228,081$16.3M0.18%––
KBC Group NV228,536$16.4M0.07%––
TD Asset Management Inc229,293$16.4M0.02%––
Franklin Resources Inc234,597$16.8M0.01%––
Healthcare of Ontario Pension Plan Trust Fund248,600$17.8M0.04%––
Impax Asset Management Group plc252,641$18.1M0.09%––
Employees Retirement System of Texas258,000$18.5M0.24%––
Millennium Management LLC276,577$19.8M0.03%––
AMF Pensionsforsakring AB281,414$20.2M0.15%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.283,356$20.3M0.13%––
The PNC Financial Services Group, Inc.283,555$20.3M0.02%––
Chevy Chase Trust Holdings, Inc.284,575$20.4M0.07%––
Nisa Investment Advisors, LLC299,872$21.5M0.14%––
Jane Street Group, LLC300,778$21.5M0.06%––
Allianz Asset Management GmbH303,653$21.8M0.02%––
Kempen Capital Management N.V.308,690$22.1M1.01%––
Toronto Dominion Bank312,412$22.4M0.04%––
BNP Paribas Arbitrage, SA315,773$22.6M0.05%––
Virginia Retirement Systems Et Al315,833$22.6M0.22%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.319,942$22.9M0.09%––
State of Wisconsin Investment Board323,246$23.2M0.05%––
Bowen Hanes & Co Inc332,393$23.8M0.76%––
Raymond James & Associates342,204$24.5M0.02%––
Ranger Global Real Estate Advisors, LLC344,501$24.7M2.64%––
Guggenheim Capital LLC359,376$25.7M0.17%––
1832 Asset Management L.P.351,780$25.8M0.06%––
Victory Capital Management Inc373,326$26.7M0.03%––
Envestnet Asset Management Inc386,580$27.7M0.02%––
Nomura Asset Management Co Ltd423,600$30.3M0.19%––
Uniplan Investment Counsel, Inc.434,402$31.1M1.99%––
State of New Jersey Common Pension Fund D438,468$31.4M0.11%––
Retirement Systems of Alabama443,121$31.7M0.12%––
Manufacturers Life Insurance Company, The449,690$32.2M0.03%––
Securian Asset Management, Inc450,631$32.3M0.70%––
Adage Capital Partners GP, L.L.C.462,306$33.1M0.07%––
Swedbank AB473,022$33.9M0.07%––
New York State Teachers Retirement System487,251$34.9M0.08%––
Cambiar Investors LLC489,523$35.1M1.22%––
New York State Common Retirement Fund494,900$35.5M0.04%––
Presima Inc.512,450$36.7M4.84%––
FIL Ltd519,402$37.2M0.04%––
State Board of Administration of Florida Retirement System537,026$38.5M0.08%––
CORDA Investment Management, LLC.539,960$38.7M3.51%––
Hazelview Securities Inc.533,923$38.9M5.93%––
Macquarie Group Ltd544,719$39.0M0.06%––
Royal Bank of Canada546,669$39.2M0.01%––
Cbre Clarion Securities LLC547,110$39.2M0.78%––
Great West Life Assurance Co560,716$40.0M0.10%––
Factory Mutual Insurance Co571,319$40.9M0.52%––
Bank of Montreal560,183$42.4M0.03%––
Barclays PLC598,079$42.8M0.04%––
Westpac Banking Corp657,679$47.1M0.52%––
Public Employees Retirement System of Ohio705,698$50.5M0.20%––
National Pension Service722,372$51.7M0.11%––
Schroder Investment Management Group728,019$52.1M0.07%––
Rhumbline Advisers741,252$53.1M0.07%––
AXA S.A.762,941$54.6M0.17%––
California State Teachers Retirement System804,845$57.7M0.08%––
American Century Companies Inc807,595$57.8M0.04%––
Camber Capital Management LP810,000$58.0M2.30%––
Pictet Asset Management Ltd835,003$59.8M0.07%––
Wellington Management Group LLP854,610$61.2M0.01%––
Standard Life Aberdeen plc860,235$61.6M0.14%––
Mitsubishi UFJ Trust & Banking Corp928,116$61.7M0.14%––
Asset Management One Co.,Ltd.919,789$65.9M0.26%––
HealthCor Management, L.P.927,040$66.4M2.47%––
UBS Group AG938,771$67.2M0.03%––
California Public Employees Retirement System965,055$69.1M0.05%––
Neuberger Berman Group LLC978,590$70.1M0.07%––
Credit Suisse AG987,702$70.8M0.05%––
Amundi Asset Management US, Inc.990,583$71.0M0.05%––
Epoch Investment Partners, Inc.1,062,826$76.1M0.36%––
HSBC Holdings PLC1,068,377$77.1M0.10%––
Zimmer Partners, LP1,100,000$78.8M1.09%––
Citigroup Inc1,109,844$79.5M0.08%––
STRS Ohio1,189,092$85.2M0.32%––
Heitman Real Estate Securities LLC1,220,748$87.4M4.93%––
Wells Fargo & Company1,221,167$87.5M0.02%––
Alliancebernstein L.P.1,234,120$88.4M0.04%––
Canada Pension Plan Investment Board1,293,478$92.7M0.12%––
Duff & Phelps Investment Management Co1,308,307$93.7M1.28%––
Parametric Portfolio Associates LLC1,332,172$95.4M0.05%––
Adelante Capital Management LLC1,342,342$96.2M6.04%––
SEI Investments Co1,361,774$97.2M0.24%––
Swiss National Bank1,603,934$114.9M0.08%––
Lasalle Investment Management Securities LLC1,710,075$122.5M3.87%––
Russell Investments Group, Ltd.1,746,259$125.1M0.22%––
Waddell & Reed Financial Inc1,760,006$126.1M0.26%––
Massachusetts Financial Services Co1,801,754$129.1M0.04%––