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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 29,768 | $2.47M | 0.01% | +9,027+43.5% | Added |
| O'Shaughnessy Asset Management, LLC | 30,241 | $2.51M | 0.05% | +28,910+2,172.1% | Added |
| Oppenheimer & Co Inc | 30,265 | $2.52M | 0.05% | −664−2.1% | Reduced |
| Mackenzie Financial Corp | 30,408 | $2.53M | 0.00% | +4,350+16.7% | Added |
| Private Advisor Group, LLC | 30,580 | $2.54M | 0.02% | +2,987+10.8% | Added |
| Moody National Bank Trust Division | 30,955 | $2.57M | 0.05% | −124−0.4% | Reduced |
| Callahan Advisors, LLC | 32,013 | $2.66M | 0.34% | +5,534+20.9% | Added |
| Teachers Retirement System of the State of Kentucky | 32,050 | $2.66M | 0.02% | 00.0% | Unchanged |
| Fma Advisory Inc | 32,715 | $2.72M | 1.01% | +455+1.4% | Added |
| Maryland State Retirement & Pension System | 32,026 | $2.73M | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 33,438 | $2.78M | 0.01% | +1,970+6.3% | Added |
| Pendal Group Limited | 33,774 | $2.81M | 0.03% | −43,200−56.1% | Reduced |
| Pensionfund Sabic | 34,259 | $2.85M | 0.61% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,594 | $2.88M | 0.03% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 35,309 | $2.93M | 1.44% | −150−0.4% | Reduced |
| Spinnaker Trust | 35,870 | $2.98M | 0.21% | −248−0.7% | Reduced |
| CIBC Asset Management Inc | 36,679 | $3.05M | 0.01% | +628+1.7% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.06M | 0.05% | +26,290+250.4% | Added |
| Vident Investment Advisory, LLC | 37,175 | $3.09M | 0.09% | +5,284+16.6% | Added |
| Cetera Advisor Networks LLC | 37,314 | $3.10M | 0.04% | +25,253+209.4% | Added |
| Nordea Investment Management AB | 37,573 | $3.12M | 0.00% | −13,217−26.0% | Reduced |
| American Financial Advisors, LLC | 37,988 | $3.16M | 0.43% | −15,135−28.5% | Reduced |
| Ensign Peak Advisors, Inc | 38,234 | $3.18M | 0.01% | −15,255−28.5% | Reduced |
| M&T Bank Corp | 38,532 | $3.20M | 0.01% | +4,639+13.7% | Added |
| Northwestern Mutual Wealth Management Co | 38,927 | $3.23M | 0.01% | +3,631+10.3% | Added |
| Voloridge Investment Management, LLC | 39,135 | $3.25M | 0.02% | −29,786−43.2% | Reduced |
| First Republic Investment Management, Inc. | 39,347 | $3.27M | 0.01% | +4,101+11.6% | Added |
| Ancora Advisors, LLC | 40,483 | $3.36M | 0.09% | −2,107−4.9% | Reduced |
| Bard Financial Services, Inc. | 40,610 | $3.38M | 0.30% | −550−1.3% | Reduced |
| US Bancorp | 41,361 | $3.44M | 0.01% | +892+2.2% | Added |
| Norinchukin Bank, The | 41,936 | $3.48M | 0.05% | +315+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,058 | $3.50M | 0.01% | +36,889+713.7% | Added |
| NN Investment Partners Holdings N.V. | 42,696 | $3.55M | 0.02% | +3,298+8.4% | Added |
| Redpoint Investment Management Pty Ltd | 42,947 | $3.57M | 0.29% | +1,074+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 43,041 | $3.58M | 0.02% | +824+2.0% | Added |
| Rafferty Asset Management, LLC | 45,648 | $3.79M | 0.02% | +14,231+45.3% | Added |
| Gateway Investment Advisers LLC | 45,691 | $3.80M | 0.04% | −96−0.2% | Reduced |
| Vestcor Inc | 46,564 | $3.87M | 0.13% | −2,357−4.8% | Reduced |
| Peapack Gladstone Financial Corp | 47,851 | $3.98M | 0.10% | −1,166−2.4% | Reduced |
| Andra AP-fonden | 48,400 | $4.02M | 0.08% | −36,300−42.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 48,514 | $4.03M | 0.06% | +21,456+79.3% | Added |
| Windward Capital Management Co | 48,870 | $4.06M | 0.38% | +336+0.7% | Added |
| Advisors Asset Management, Inc. | 49,024 | $4.07M | 0.06% | −6,583−11.8% | Reduced |
| Hartford Investment Management Co | 51,383 | $4.27M | 0.11% | −1,596−3.0% | Reduced |
| Achmea Investment Management B.V. | 51,497 | $4.28M | 0.15% | −13,009−20.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,970 | $4.32M | 0.88% | +760+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,311 | $4.35M | 0.05% | +110+0.2% | Added |
| Bank of Nova Scotia | 53,632 | $4.46M | 0.01% | −15,020−21.9% | Reduced |
| Garland Capital Management Inc | 54,395 | $4.52M | 3.18% | −450−0.8% | Reduced |
| Teacher Retirement System of Texas | 54,424 | $4.52M | 0.02% | −32,712−37.5% | Reduced |
| Sarasin & Partners LLP | 54,534 | $4.53M | 0.05% | −2,038−3.6% | Reduced |
| HGK Asset Management Inc | 54,837 | $4.56M | 1.45% | −7,006−11.3% | Reduced |
| IFM Investors Pty Ltd | 54,896 | $4.56M | 0.09% | +8,200+17.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 56,095 | $4.66M | 3.03% | −53−0.1% | Reduced |
| ING Groep NV | 57,873 | $4.81M | 0.08% | +22,963+65.8% | Added |
| Private Asset Management Inc | 58,173 | $4.83M | 0.64% | −1,359−2.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,920 | $5.06M | 0.12% | +4,409+7.8% | Added |
| Ashfield Capital Partners, LLC | 62,845 | $5.22M | 0.37% | +2,972+5.0% | Added |
| Advisors Management Group Inc | 64,030 | $5.32M | 1.59% | −90−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 64,256 | $5.34M | 0.04% | +19,700+44.2% | Added |
| KMG Fiduciary Partners, LLC | 64,407 | $5.35M | 0.94% | +324+0.5% | Added |
| Azimuth Capital Management LLC | 65,403 | $5.43M | 0.23% | +4,595+7.6% | Added |
| Mackay Shields LLC | 65,753 | $5.46M | 0.05% | −33,127−33.5% | Reduced |
| DnB Asset Management AS | 67,193 | $5.58M | 0.04% | +5,682+9.2% | Added |
| APG Asset Management N.V. | 80,650 | $5.65M | 0.01% | +15,000+22.8% | Added |
| Texas Permanent School Fund | 69,362 | $5.76M | 0.07% | −334−0.5% | Reduced |
| Millennium Management LLC | 69,739 | $5.79M | 0.01% | −206,838−74.8% | Reduced |
| Manning & Napier Group, LLC | 70,638 | $5.87M | 0.05% | +10,628+17.7% | Added |
| First Trust Advisors LP | 72,272 | $6.01M | 0.01% | +8,078+12.6% | Added |
| State of Tennessee, Treasury Department | 74,368 | $6.18M | 0.02% | +152+0.2% | Added |
| DuPont Capital Management Corp | 75,239 | $6.25M | 0.15% | +19,603+35.2% | Added |
| Public Employees Retirement Association of Colorado | 75,328 | $6.26M | 0.03% | −189−0.3% | Reduced |
| B. Riley Wealth Management, Inc. | 75,611 | $6.28M | 0.70% | −2,017−2.6% | Reduced |
| Carret Asset Management, LLC | 76,043 | $6.32M | 0.74% | +5,679+8.1% | Added |
| British Columbia Investment Management Corp | 77,098 | $6.41M | 0.04% | +8,648+12.6% | Added |
| Metropolitan Life Insurance Co | 77,373 | $6.43M | 0.09% | −16,984−18.0% | Reduced |
| Mutual of America Capital Management LLC | 77,965 | $6.48M | 0.06% | +635+0.8% | Added |
| Hill Winds Capital LP | 78,000 | $6.48M | 3.44% | +78,000 | New |
| Utah Retirement Systems | 79,603 | $6.62M | 0.09% | −600−0.7% | Reduced |
| Eii Capital Management, Inc. | 80,106 | $6.66M | 3.13% | −3,416−4.1% | Reduced |
| Natixis Advisors, L.P. | 82,018 | $6.82M | 0.03% | −48,667−37.2% | Reduced |
| Pensionfund DSM Netherlands | 82,753 | $6.88M | 0.88% | −2,000−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 84,544 | $7.03M | 0.09% | −175−0.2% | Reduced |
| Lincluden Management Ltd | 86,045 | $7.15M | 0.69% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 86,349 | $7.18M | 0.05% | +25,920+42.9% | Added |
| M&G Investment Management Ltd | 89,163 | $7.40M | 0.04% | +89,163 | New |
| Nissay Asset Management Corp | 90,260 | $7.50M | 0.07% | +2,904+3.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 90,960 | $7.56M | 0.05% | −8,290−8.4% | Reduced |
| Venture Visionary Partners LLC | 91,427 | $7.60M | 0.61% | +1,736+1.9% | Added |
| Central Trust Co | 93,422 | $7.76M | 0.28% | −150.0% | Reduced |
| D. E. Shaw & Co., Inc. | 95,594 | $7.94M | 0.01% | +34,953+57.6% | Added |
| MetLife Investment Management | 96,799 | $8.04M | 0.07% | −2,662−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 99,519 | $8.27M | 0.02% | −14,462−12.7% | Reduced |
| Forsta Ap-Fonden | 99,600 | $8.28M | 0.10% | +13,500+15.7% | Added |
| Maryland Capital Management | 100,633 | $8.36M | 0.50% | +4,141+4.3% | Added |
| Credit Agricole S A | 102,880 | $8.55M | 0.28% | −5,940−5.5% | Reduced |
| Veritas Asset Management LLP | 104,500 | $8.68M | 0.05% | −28,000−21.1% | Reduced |
| State of Michigan Retirement System | 104,996 | $8.72M | 0.05% | +200+0.2% | Added |
| Trust Co of Toledo NA | 106,710 | $8.87M | 1.50% | +124+0.1% | Added |
| Commonwealth Equity Services, LLC | 110,964 | $9.22M | 0.02% | −1,819−1.6% | Reduced |