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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
Raymond James & Associates342,204$24.5M0.02%––
Bowen Hanes & Co Inc332,393$23.8M0.76%––
State of Wisconsin Investment Board323,246$23.2M0.05%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.319,942$22.9M0.09%––
Virginia Retirement Systems Et Al315,833$22.6M0.22%––
BNP Paribas Arbitrage, SA315,773$22.6M0.05%––
Toronto Dominion Bank312,412$22.4M0.04%––
Kempen Capital Management N.V.308,690$22.1M1.01%––
Allianz Asset Management GmbH303,653$21.8M0.02%––
Jane Street Group, LLC300,778$21.5M0.06%––
Nisa Investment Advisors, LLC299,872$21.5M0.14%––
Chevy Chase Trust Holdings, Inc.284,575$20.4M0.07%––
The PNC Financial Services Group, Inc.283,555$20.3M0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.283,356$20.3M0.13%––
AMF Pensionsforsakring AB281,414$20.2M0.15%––
Millennium Management LLC276,577$19.8M0.03%––
Employees Retirement System of Texas258,000$18.5M0.24%––
Impax Asset Management Group plc252,641$18.1M0.09%––
Healthcare of Ontario Pension Plan Trust Fund248,600$17.8M0.04%––
Franklin Resources Inc234,597$16.8M0.01%––
TD Asset Management Inc229,293$16.4M0.02%––
KBC Group NV228,536$16.4M0.07%––
State of Alaska, Department of Revenue228,081$16.3M0.18%––
Zurcher Kantonalbank (Zurich Cantonalbank)224,593$16.1M0.10%––
Chilton Capital Management LLC209,930$15.0M1.01%––
Thrivent Financial for Lutherans208,352$14.9M0.03%––
Davis Selected Advisers204,970$14.7M0.06%––
Janus Henderson Group PLC204,430$14.6M0.01%––
Storebrand Asset Management AS203,753$14.6M0.08%––
Tekla Capital Management LLC203,083$14.5M0.50%––
Korea Investment CORP201,800$14.5M0.05%––
Oppenheimer Asset Management Inc.198,988$14.3M0.22%––
Aviva PLC198,058$14.2M0.07%––
Voya Investment Management LLC192,922$13.8M0.03%––
Janney Montgomery Scott LLC187,443$13.4M0.07%––
Stifel Financial Corp182,547$13.1M0.02%––
AQR Capital Management LLC177,674$12.7M0.02%––
Laurion Capital Management LP175,919$12.6M0.17%––
Morningstar Investment Services LLC170,870$12.5M0.16%––
DekaBank Deutsche Girozentrale169,460$12.4M0.04%––
Tredje AP-fonden169,555$12.1M0.29%––
Keybank National Association162,886$11.7M0.05%––
Treasurer of the State of North Carolina159,804$11.4M0.07%––
Royal London Asset Management Ltd153,276$11.0M0.05%––
Prudential PLC152,625$10.9M0.08%––
Raymond James Financial Services Advisors, Inc.149,454$10.7M0.02%––
Cannell Peter B & Co Inc148,277$10.6M0.33%––
Capitolis Advisors LLC148,158$10.6M0.18%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund139,193$9.97M0.09%––
Susquehanna International Group, LLP136,905$9.81M0.01%––
Robeco Institutional Asset Management B.V.136,335$9.77M0.02%––
Truist Financial Corp133,449$9.56M0.02%––
Comerica Bank125,965$9.50M0.06%––
Veritas Asset Management LLP132,500$9.49M0.05%––
Natixis Advisors, L.P.130,685$9.36M0.05%––
American International Group, Inc.130,213$9.33M0.04%––
ProShare Advisors LLC130,168$9.32M0.03%––
Schafer Cullen Capital Management Inc126,730$9.08M1.85%––
Arizona State Retirement System117,598$8.42M0.07%––
LPL Financial LLC116,964$8.38M0.01%––
Advisor Group Holdings, Inc.113,981$8.18M0.02%––
Commonwealth Equity Services, LLC112,783$8.08M0.02%––
Credit Agricole S A108,820$7.79M0.29%––
Trust Co of Toledo NA106,586$7.63M1.38%––
Handelsbanken Fonder AB105,566$7.56M0.04%––
State of Michigan Retirement System104,796$7.51M0.05%––
MetLife Investment Management99,461$7.12M0.07%––
Skandinaviska Enskilda Banken AB (publ)99,250$7.11M0.05%––
TCW Group Inc98,995$7.09M0.07%––
Mackay Shields LLC98,880$7.08M0.05%––
Calamos Advisors LLC97,091$6.96M0.04%––
Maryland Capital Management96,492$6.91M0.46%––
Metropolitan Life Insurance Co94,357$6.76M0.10%––
Central Trust Co93,437$6.69M0.26%––
Qube Research & Technologies Ltd92,648$6.64M0.11%––
Venture Visionary Partners LLC89,691$6.42M0.54%––
Alyeska Investment Group, L.P.89,184$6.39M0.08%––
Nissay Asset Management Corp87,356$6.26M0.06%––
Teacher Retirement System of Texas87,136$6.24M0.03%––
Caisse de Depot Et Placement du Quebec86,865$6.22M0.01%––
Forsta Ap-Fonden86,100$6.17M0.09%––
Lincluden Management Ltd86,045$6.16M0.60%––
Pensionfund DSM Netherlands84,753$6.07M0.81%––
Gulf International Bank (UK) Ltd84,719$6.07M0.08%––
Andra AP-fonden84,700$6.07M0.13%––
Eii Capital Management, Inc.83,522$5.98M3.12%––
Utah Retirement Systems80,203$5.75M0.08%––
Van Eck Associates Corp78,149$5.60M0.02%––
B. Riley Wealth Management, Inc.77,628$5.56M0.65%––
Mutual of America Capital Management LLC77,330$5.54M0.06%––
Pendal Group Limited76,974$5.51M0.05%––
Public Employees Retirement Association of Colorado75,517$5.41M0.03%––
State of Tennessee, Treasury Department74,216$5.32M0.02%––
Marshall Wace, LLP72,868$5.22M0.03%––
North American Management Corp71,035$5.09M0.69%––
Carret Asset Management, LLC70,364$5.04M0.63%––
Texas Permanent School Fund69,696$4.99M0.06%––
Voloridge Investment Management, LLC68,921$4.94M0.04%––
Bank of Nova Scotia68,652$4.92M0.01%––
British Columbia Investment Management Corp68,450$4.90M0.04%––