Welltower Inc.

WELL

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000766704

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $27.4B

Institutions holding WELL and their total value by quarter
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.

Institutions holding WELL in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Baird Financial Group, Inc.	65,620	$4.70M	0.01%	–	–
Achmea Investment Management B.V.	64,506	$4.62M	0.16%	–	–
First Trust Advisors LP	64,194	$4.60M	0.01%	–	–
Advisors Management Group Inc	64,120	$4.59M	1.44%	–	–
KMG Fiduciary Partners, LLC	64,083	$4.59M	0.90%	–	–
Tower Research Capital LLC (TRC)	62,251	$4.46M	0.08%	–	–
HGK Asset Management Inc	61,843	$4.43M	1.46%	–	–
DnB Asset Management AS	61,511	$4.41M	0.03%	–	–
Azimuth Capital Management LLC	60,808	$4.36M	0.21%	–	–
D. E. Shaw & Co., Inc.	60,641	$4.34M	0.01%	–	–
Public Sector Pension Investment Board	60,429	$4.33M	0.03%	–	–
Manning & Napier Group, LLC	60,010	$4.30M	0.04%	–	–
Ashfield Capital Partners, LLC	59,873	$4.29M	0.34%	–	–
Private Asset Management Inc	59,532	$4.26M	0.60%	–	–
RVB Capital Management LLC	59,500	$4.26M	3.28%	–	–
Swiss Life Asset Management Ltd	56,764	$4.07M	0.06%	–	–
Sarasin & Partners LLP	56,572	$4.05M	0.05%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	56,511	$4.05M	0.11%	–	–
Walled Lake Planning & Wealth Management, LLC	56,148	$4.02M	2.79%	–	–
APG Asset Management N.V.	65,650	$4.00M	0.01%	–	–
DuPont Capital Management Corp	55,636	$3.98M	0.10%	–	–
Advisors Asset Management, Inc.	55,607	$3.98M	0.06%	–	–
Garland Capital Management Inc	54,845	$3.93M	2.97%	–	–
Ensign Peak Advisors, Inc	53,489	$3.83M	0.01%	–	–
American Financial Advisors, LLC	53,123	$3.81M	0.57%	–	–
Hartford Investment Management Co	52,979	$3.79M	0.10%	–	–
Cinctive Capital Management LP	52,918	$3.79M	0.24%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	52,201	$3.74M	0.05%	–	–
Squarepoint Ops LLC	51,657	$3.70M	0.03%	–	–
Nordea Investment Management AB	50,790	$3.67M	0.01%	–	–
Sompo Asset Management Co., Ltd.	51,210	$3.67M	0.83%	–	–
Peapack Gladstone Financial Corp	49,017	$3.51M	0.09%	–	–
Vestcor Inc	48,921	$3.50M	0.13%	–	–
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	48,673	$3.49M	0.01%	–	–
Windward Capital Management Co	48,534	$3.48M	0.35%	–	–
IFM Investors Pty Ltd	46,696	$3.35M	0.09%	–	–
Weiss Asset Management LP	46,209	$3.31M	0.10%	–	–
Gateway Investment Advisers LLC	45,787	$3.28M	0.04%	–	–
Ancora Advisors, LLC	42,590	$3.05M	0.08%	–	–
Cambridge Investment Research Advisors, Inc.	42,217	$3.02M	0.02%	–	–
Redpoint Investment Management Pty Ltd	41,873	$3.00M	0.25%	–	–
Norinchukin Bank, The	41,621	$2.98M	0.04%	–	–
Bard Financial Services, Inc.	41,160	$2.95M	0.29%	–	–
US Bancorp	40,469	$2.90M	0.01%	–	–
CIBC World Markets Corp	39,795	$2.85M	0.02%	–	–
NN Investment Partners Holdings N.V.	39,398	$2.82M	0.02%	–	–
Candriam Luxembourg S.C.A.	44,556	$2.77M	0.02%	–	–
Cubist Systematic Strategies, LLC	37,412	$2.68M	0.03%	–	–
Spinnaker Trust	36,118	$2.59M	0.19%	–	–
CIBC Asset Management Inc	36,051	$2.58M	0.01%	–	–
Rainey & Randall Investment Management Inc.	35,459	$2.54M	1.37%	–	–
Northwestern Mutual Wealth Management Co	35,296	$2.53M	0.01%	–	–
Buckhead Capital Management LLC	35,257	$2.52M	0.59%	–	–
First Republic Investment Management, Inc.	35,246	$2.52M	0.01%	–	–
ING Groep NV	34,910	$2.50M	0.05%	–	–
Dai-Ichi Life Insurance Company, Ltd	34,793	$2.49M	0.03%	–	–
Oregon Public Employees Retirement Fund	34,594	$2.48M	0.03%	–	–
Pensionfund Sabic	34,259	$2.45M	0.57%	–	–
Blair William & Co	34,217	$2.45M	0.01%	–	–
M&T Bank Corp	33,893	$2.43M	0.01%	–	–
Citadel Advisors LLC	32,579	$2.33M	0.00%	–	–
Consolidated Planning Corp	32,419	$2.32M	1.48%	–	–
Pinebridge Investments, L.P.	32,297	$2.31M	0.03%	–	–
Fma Advisory Inc	32,260	$2.31M	0.71%	–	–
Teachers Retirement System of the State of Kentucky	32,050	$2.30M	0.02%	–	–
Maryland State Retirement & Pension System	32,026	$2.29M	0.08%	–	–
Vident Investment Advisory, LLC	31,891	$2.28M	0.08%	–	–
United Capital Financial Advisers, LLC	31,468	$2.25M	0.01%	–	–
Rafferty Asset Management, LLC	31,417	$2.25M	0.02%	–	–
Creative Planning	31,333	$2.24M	0.00%	–	–
Moody National Bank Trust Division	31,079	$2.23M	0.05%	–	–
Oppenheimer & Co Inc	30,929	$2.21M	0.04%	–	–
Elo Mutual Pension Insurance Co	30,106	$2.16M	0.07%	–	–
Stephens Inc	29,188	$2.09M	0.03%	–	–
SG Americas Securities, LLC	28,282	$2.03M	0.01%	–	–
American National Insurance Co	27,655	$1.98M	0.08%	–	–
Private Advisor Group, LLC	27,593	$1.98M	0.02%	–	–
Capital Investment Advisors, LLC	27,270	$1.95M	0.07%	–	–
B. Metzler seel. Sohn & Co. Holding AG	27,058	$1.94M	0.03%	–	–
QS Investors, LLC	26,550	$1.90M	0.02%	–	–
Callahan Advisors, LLC	26,479	$1.90M	0.26%	–	–
Busey Wealth Management	26,473	$1.90M	0.10%	–	–
New Mexico Educational Retirement Board	26,348	$1.89M	0.07%	–	–
Edmond de Rothschild Holding S.A.	26,316	$1.89M	0.05%	–	–
Kentucky Retirement Systems	26,241	$1.88M	0.09%	–	–
Mackenzie Financial Corp	26,058	$1.87M	0.00%	–	–
Louisiana State Employees Retirement System	25,900	$1.85M	0.05%	–	–
Wesbanco Bank Inc	25,882	$1.85M	0.07%	–	–
Cipher Capital LP	25,729	$1.84M	0.22%	–	–
Edgestream Partners, L.P.	25,043	$1.79M	0.10%	–	–
Virtu Financial LLC	24,885	$1.78M	0.13%	–	–
Boston Family Office LLC	24,288	$1.74M	0.13%	–	–
Quantitative Investment Management, LLC	24,160	$1.73M	0.15%	–	–
ProVise Management Group, LLC	23,158	$1.66M	0.18%	–	–
PFG Advisors	23,119	$1.66M	0.21%	–	–
Amalgamated Bank	22,833	$1.64M	0.06%	–	–
Pacer Advisors, Inc.	22,839	$1.64M	0.03%	–	–
Strategic Wealth Advisors Group, LLC	22,736	$1.63M	0.08%	–	–
Vestmark Advisory Solutions, Inc.	22,441	$1.61M	0.14%	–	–
Edgemoor Investment Advisors, Inc.	21,951	$1.57M	0.16%	–	–