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, Q2 2021
Institutional positions in Welltower Inc. as of Jun 30, 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
- 759
- +31 vs. Q1 2021
- Shares held
- 402.2M
- +22.2M (+5.8%) vs. Q1 2021
- Total value
- $33.4B
- +$6.21B (+22.8%) vs. Q1 2021
- New holders
- 88
- 267 more added
- Sold out
- 57
- 265 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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, Q2 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 66,365,510 | $5.51B | 0.14% | +462,414+0.7% | Added |
| BlackRock Inc. | 43,710,123 | $3.63B | 0.10% | +520,431+1.2% | Added |
| State Street Corp | 24,420,697 | $2.03B | 0.11% | +486,423+2.0% | Added |
| Price T Rowe Associates Inc | 19,431,012 | $1.61B | 0.15% | +2,107,730+12.2% | Added |
| Cohen & Steers, Inc. | 18,090,894 | $1.50B | 2.86% | +9,623,065+113.6% | Added |
| Principal Financial Group Inc | 14,257,610 | $1.18B | 0.77% | +187,373+1.3% | Added |
| FMR LLC | 10,862,630 | $902.7M | 0.07% | +327,775+3.1% | Added |
| Geode Capital Management, LLC | 8,407,744 | $697.0M | 0.10% | +191,770+2.3% | Added |
| PGGM Investments | 8,125,123 | $675.2M | 2.86% | −349,233−4.1% | Reduced |
| JPMorgan Chase & Co | 7,957,751 | $661.3M | 0.08% | +503,573+6.8% | Added |
| Invesco Ltd. | 7,822,044 | $650.0M | 0.16% | −29,086−0.4% | Reduced |
| Resolution Capital Ltd | 7,712,052 | $640.9M | 9.08% | +1,140,647+17.4% | Added |
| Northern Trust Corp | 6,827,754 | $567.4M | 0.10% | −223,958−3.2% | Reduced |
| Dimensional Fund Advisors LP | 5,981,136 | $497.0M | 0.16% | −36,858−0.6% | Reduced |
| Norges Bank | 5,657,931 | $470.2M | 0.10% | +1,416,435+33.4% | Added |
| Centersquare Investment Management LLC | 5,605,537 | $465.8M | 4.74% | −406,613−6.8% | Reduced |
| Legal & General Group Plc | 5,142,317 | $427.3M | 0.14% | +201,098+4.1% | Added |
| Morgan Stanley | 5,013,226 | $416.6M | 0.05% | +172,344+3.6% | Added |
| Daiwa Securities Group Inc. | 4,712,254 | $391.6M | 2.64% | −794,719−14.4% | Reduced |
| Deutsche Bank AG | 4,508,830 | $374.7M | 0.18% | +397,466+9.7% | Added |
| Nuveen Asset Management, LLC | 4,332,128 | $360.0M | 0.11% | −13,317−0.3% | Reduced |
| Bank of New York Mellon Corp | 4,286,143 | $356.2M | 0.07% | −31,734−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,796,883 | $315.5M | 0.10% | +46,482+1.2% | Added |
| UBS Asset Management Americas Inc | 3,464,886 | $287.9M | 0.12% | −150,981−4.2% | Reduced |
| Boston Partners | 3,158,455 | $262.5M | 0.33% | +60,894+2.0% | Added |
| Ameriprise Financial Inc | 3,113,274 | $259.3M | 0.08% | +143,126+4.8% | Added |
| Wellington Management Group LLP | 2,971,072 | $246.9M | 0.04% | +2,116,462+247.7% | Added |
| Prudential Financial Inc | 2,829,890 | $235.2M | 0.32% | +811,101+40.2% | Added |
| Zimmer Partners, LP | 2,737,500 | $227.5M | 3.17% | +1,637,500+148.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,601,507 | $216.2M | 0.13% | −775,399−23.0% | Reduced |
| Brookfield Asset Management Inc. | 2,263,167 | $188.1M | 0.89% | +72,252+3.3% | Added |
| Macquarie Group Ltd | 2,186,648 | $181.7M | 0.15% | +1,641,929+301.4% | Added |
| Russell Investments Group, Ltd. | 2,133,473 | $177.3M | 0.30% | +387,214+22.2% | Added |
| Goldman Sachs Group Inc | 2,030,321 | $168.7M | 0.05% | −331,782−14.0% | Reduced |
| AMP Capital Investors Ltd | 1,999,348 | $166.2M | 0.80% | −56,751−2.8% | Reduced |
| Cullen Capital Management LLC | 1,974,059 | $164.0M | 1.59% | −108,808−5.2% | Reduced |
| Bank of America Corp | 1,862,247 | $154.8M | 0.02% | +57,429+3.2% | Added |
| Heitman Real Estate Securities LLC | 1,808,573 | $150.3M | 6.84% | +587,825+48.2% | Added |
| Massachusetts Financial Services Co | 1,805,526 | $150.0M | 0.04% | +3,772+0.2% | Added |
| Aew Capital Management L P | 1,707,307 | $141.9M | 4.20% | −1,128,684−39.8% | Reduced |
| American Century Companies Inc | 1,703,861 | $141.6M | 0.10% | +896,266+111.0% | Added |
| Swiss National Bank | 1,701,880 | $141.4M | 0.09% | +97,946+6.1% | Added |
| Duff & Phelps Investment Management Co | 1,545,517 | $128.4M | 1.67% | +237,210+18.1% | Added |
| SEI Investments Co | 1,526,528 | $126.9M | 0.28% | +164,754+12.1% | Added |
| Adelante Capital Management LLC | 1,430,781 | $118.9M | 6.37% | +88,439+6.6% | Added |
| Parametric Portfolio Associates LLC | 1,370,527 | $113.9M | 0.06% | +38,355+2.9% | Added |
| Amundi | 1,294,775 | $107.6M | 0.07% | +1,294,775 | New |
| Alliancebernstein L.P. | 1,275,761 | $106.0M | 0.04% | +41,641+3.4% | Added |
| Cbre Clarion Securities LLC | 1,270,971 | $105.6M | 1.97% | +723,861+132.3% | Added |
| Wells Fargo & Company | 1,232,909 | $102.5M | 0.02% | +11,742+1.0% | Added |
| STRS Ohio | 1,161,849 | $96.5M | 0.35% | −27,243−2.3% | Reduced |
| Canada Pension Plan Investment Board | 1,157,767 | $96.2M | 0.12% | −135,711−10.5% | Reduced |
| Citigroup Inc | 1,152,408 | $95.8M | 0.08% | +42,564+3.8% | Added |
| Credit Suisse AG | 1,140,804 | $95.2M | 0.07% | +153,102+15.5% | Added |
| HSBC Holdings PLC | 1,070,823 | $89.0M | 0.11% | +2,446+0.2% | Added |
| UBS Group AG | 1,034,089 | $85.9M | 0.04% | +95,318+10.2% | Added |
| Neuberger Berman Group LLC | 998,998 | $82.9M | 0.07% | +20,408+2.1% | Added |
| Schroder Investment Management Group | 955,028 | $79.4M | 0.10% | +227,009+31.2% | Added |
| California Public Employees Retirement System | 944,787 | $78.5M | 0.06% | −20,268−2.1% | Reduced |
| Pictet Asset Management Ltd | 930,031 | $77.3M | 0.08% | +95,028+11.4% | Added |
| Standard Life Aberdeen plc | 922,433 | $76.7M | 0.17% | +62,198+7.2% | Added |
| Asset Management One Co.,Ltd. | 917,265 | $76.2M | 0.28% | −2,524−0.3% | Reduced |
| FIL Ltd | 886,253 | $73.6M | 0.08% | +366,851+70.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 825,705 | $68.5M | 0.14% | −102,411−11.0% | Reduced |
| Lasalle Investment Management Securities LLC | 801,604 | $66.6M | 2.08% | −908,471−53.1% | Reduced |
| Epoch Investment Partners, Inc. | 783,675 | $65.1M | 0.35% | −279,151−26.3% | Reduced |
| AXA S.A. | 765,001 | $63.6M | 0.18% | +2,060+0.3% | Added |
| California State Teachers Retirement System | 760,594 | $63.2M | 0.08% | −44,251−5.5% | Reduced |
| National Pension Service | 735,033 | $61.1M | 0.12% | +12,661+1.8% | Added |
| Rhumbline Advisers | 715,881 | $59.5M | 0.08% | −25,371−3.4% | Reduced |
| Bank of Montreal | 703,907 | $58.7M | 0.03% | +143,724+25.7% | Added |
| Barclays PLC | 699,307 | $58.1M | 0.05% | +101,228+16.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 695,069 | $57.8M | 0.10% | +646,396+1,328.0% | Added |
| Public Employees Retirement System of Ohio | 676,573 | $56.2M | 0.20% | −29,125−4.1% | Reduced |
| Westpac Banking Corp | 615,333 | $51.1M | 0.51% | −42,346−6.4% | Reduced |
| Factory Mutual Insurance Co | 611,024 | $50.8M | 0.62% | +39,705+6.9% | Added |
| Royal Bank of Canada | 604,175 | $50.2M | 0.01% | +57,506+10.5% | Added |
| State Board of Administration of Florida Retirement System | 536,906 | $44.6M | 0.08% | −1200.0% | Reduced |
| CORDA Investment Management, LLC. | 532,101 | $44.2M | 3.80% | −7,859−1.5% | Reduced |
| Great West Life Assurance Co | 515,963 | $42.9M | 0.10% | −44,753−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 494,748 | $41.1M | 0.13% | +56,280+12.8% | Added |
| BNP Paribas Arbitrage, SA | 488,924 | $40.6M | 0.08% | +173,151+54.8% | Added |
| New York State Common Retirement Fund | 485,598 | $40.4M | 0.04% | −9,302−1.9% | Reduced |
| Swedbank AB | 482,572 | $40.1M | 0.08% | +9,550+2.0% | Added |
| New York State Teachers Retirement System | 463,559 | $38.5M | 0.08% | −23,692−4.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 451,406 | $37.5M | 0.07% | −10,900−2.4% | Reduced |
| Securian Asset Management, Inc | 449,548 | $37.4M | 0.76% | −1,083−0.2% | Reduced |
| Envestnet Asset Management Inc | 446,342 | $37.1M | 0.02% | +59,762+15.5% | Added |
| Nomura Asset Management Co Ltd | 439,362 | $36.5M | 0.21% | +15,762+3.7% | Added |
| Retirement Systems of Alabama | 439,291 | $36.5M | 0.13% | −3,830−0.9% | Reduced |
| HealthCor Management, L.P. | 434,590 | $36.1M | 1.48% | −492,450−53.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 419,141 | $34.8M | 2.05% | −15,261−3.5% | Reduced |
| Cambiar Investors LLC | 413,168 | $34.3M | 1.11% | −76,355−15.6% | Reduced |
| Manufacturers Life Insurance Company, The | 406,196 | $33.8M | 0.03% | −43,494−9.7% | Reduced |
| Hazelview Securities Inc. | 380,003 | $32.3M | 4.27% | −153,920−28.8% | Reduced |
| Presima Inc. | 382,150 | $31.8M | 4.57% | −130,300−25.4% | Reduced |
| Raymond James & Associates | 381,457 | $31.7M | 0.03% | +39,253+11.5% | Added |
| Victory Capital Management Inc | 367,677 | $30.6M | 0.03% | −5,649−1.5% | Reduced |
| Guggenheim Capital LLC | 347,735 | $28.9M | 0.17% | −11,641−3.2% | Reduced |
| Clough Capital Partners L P | 336,630 | $28.0M | 1.57% | +336,630 | New |