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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,804,818 | $129.3M | 0.02% | – | – |
| Prudential Financial Inc | 2,018,789 | $144.6M | 0.22% | – | – |
| AMP Capital Investors Ltd | 2,056,099 | $147.5M | 0.74% | – | – |
| Cullen Capital Management LLC | 2,082,867 | $149.2M | 1.61% | – | – |
| Brookfield Asset Management Inc. | 2,190,915 | $156.9M | 0.76% | – | – |
| Goldman Sachs Group Inc | 2,362,103 | $169.2M | 0.05% | – | – |
| Aew Capital Management L P | 2,835,991 | $203.1M | 7.05% | – | – |
| Ameriprise Financial Inc | 2,970,148 | $212.8M | 0.07% | – | – |
| Boston Partners | 3,097,561 | $221.9M | 0.30% | – | – |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,376,906 | $241.9M | 0.15% | – | – |
| UBS Asset Management Americas Inc | 3,615,867 | $259.0M | 0.11% | – | – |
| Charles Schwab Investment Management Inc | 3,750,401 | $268.6M | 0.10% | – | – |
| Deutsche Bank AG | 4,111,364 | $294.5M | 0.16% | – | – |
| Norges Bank | 4,241,496 | $303.8M | 0.07% | – | – |
| Bank of New York Mellon Corp | 4,317,877 | $309.3M | 0.06% | – | – |
| Nuveen Asset Management, LLC | 4,345,445 | $311.3M | 0.10% | – | – |
| Morgan Stanley | 4,840,882 | $346.8M | 0.05% | – | – |
| Legal & General Group Plc | 4,941,219 | $353.9M | 0.13% | – | – |
| Daiwa Securities Group Inc. | 5,506,973 | $394.5M | 2.94% | – | – |
| Centersquare Investment Management LLC | 6,012,150 | $430.6M | 5.01% | – | – |
| Dimensional Fund Advisors LP | 6,017,994 | $431.1M | 0.14% | – | – |
| Resolution Capital Ltd | 6,571,405 | $470.7M | 7.92% | – | – |
| Northern Trust Corp | 7,051,712 | $505.1M | 0.09% | – | – |
| JPMorgan Chase & Co | 7,454,178 | $533.9M | 0.08% | – | – |
| Invesco Ltd. | 7,851,130 | $562.4M | 0.15% | – | – |
| Geode Capital Management, LLC | 8,215,974 | $587.1M | 0.09% | – | – |
| Cohen & Steers, Inc. | 8,467,829 | $606.6M | 1.30% | – | – |
| PGGM Investments | 8,474,356 | $607.0M | 2.62% | – | – |
| FMR LLC | 10,534,855 | $754.6M | 0.06% | – | – |
| Principal Financial Group Inc | 14,070,237 | $1.01B | 0.71% | – | – |
| Price T Rowe Associates Inc | 17,323,282 | $1.24B | 0.12% | – | – |
| State Street Corp | 23,934,274 | $1.71B | 0.10% | – | – |
| BlackRock Inc. | 43,189,692 | $3.09B | 0.09% | – | – |
| Vanguard Group Inc | 65,903,096 | $4.72B | 0.13% | – | – |
| Westside Investment Management, Inc. | 1,200 | – | – | – | – |