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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 113,549 | $9.43M | 0.02% | −22,786−16.7% | Reduced |
| Arizona State Retirement System | 116,940 | $9.72M | 0.08% | −658−0.6% | Reduced |
| Susquehanna International Group, LLP | 117,974 | $9.80M | 0.01% | −18,931−13.8% | Reduced |
| TCW Group Inc | 119,260 | $9.91M | 0.09% | +20,265+20.5% | Added |
| Swiss Life Asset Management Ltd | 54,744 | $9.93M | 0.13% | −2,020−3.6% | Reduced |
| Amalgamated Bank | 119,628 | $9.94M | 0.08% | +96,795+423.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,693 | $9.95M | 0.09% | −19,500−14.0% | Reduced |
| LPL Financial LLC | 119,967 | $9.97M | 0.01% | +3,003+2.6% | Added |
| Calamos Advisors LLC | 125,953 | $10.5M | 0.05% | +28,862+29.7% | Added |
| American International Group, Inc. | 127,379 | $10.6M | 0.04% | −2,834−2.2% | Reduced |
| Truist Financial Corp | 133,333 | $11.1M | 0.02% | −116−0.1% | Reduced |
| Comerica Bank | 132,021 | $11.1M | 0.07% | +6,056+4.8% | Added |
| Handelsbanken Fonder AB | 134,716 | $11.2M | 0.06% | +29,150+27.6% | Added |
| ProShare Advisors LLC | 135,603 | $11.3M | 0.03% | +5,435+4.2% | Added |
| Van Eck Associates Corp | 141,268 | $11.7M | 0.03% | +63,119+80.8% | Added |
| Cannell Peter B & Co Inc | 144,809 | $12.0M | 0.36% | −3,468−2.3% | Reduced |
| Treasurer of the State of North Carolina | 151,594 | $12.6M | 0.07% | −8,210−5.1% | Reduced |
| Royal London Asset Management Ltd | 153,276 | $12.7M | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 154,781 | $12.9M | 0.06% | −8,105−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 162,883 | $13.5M | 0.03% | +13,429+9.0% | Added |
| Korea Investment CORP | 168,300 | $14.0M | 0.04% | −33,500−16.6% | Reduced |
| Tredje AP-fonden | 169,555 | $14.1M | 0.29% | 00.0% | Unchanged |
| KBC Group NV | 172,218 | $14.3M | 0.05% | −56,318−24.6% | Reduced |
| Aviva PLC | 176,334 | $14.7M | 0.06% | −21,724−11.0% | Reduced |
| AQR Capital Management LLC | 181,456 | $15.1M | 0.03% | +3,782+2.1% | Added |
| Stifel Financial Corp | 181,504 | $15.1M | 0.02% | −1,043−0.6% | Reduced |
| CIBC World Markets Corp | 189,889 | $15.8M | 0.11% | +150,094+377.2% | Added |
| Janney Montgomery Scott LLC | 191,974 | $16.0M | 0.07% | +4,531+2.4% | Added |
| Voya Investment Management LLC | 192,765 | $16.0M | 0.03% | −157−0.1% | Reduced |
| Citadel Advisors LLC | 194,404 | $16.2M | 0.02% | +161,825+496.7% | Added |
| Sandler Capital Management | 198,840 | $16.5M | 1.45% | +198,840 | New |
| Thrivent Financial for Lutherans | 199,391 | $16.6M | 0.03% | −8,961−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 199,420 | $16.6M | 0.24% | +432+0.2% | Added |
| Storebrand Asset Management AS | 200,556 | $16.7M | 0.08% | −3,197−1.6% | Reduced |
| Tekla Capital Management LLC | 203,083 | $16.9M | 0.55% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 207,838 | $17.1M | 0.05% | +38,378+22.6% | Added |
| TD Asset Management Inc | 198,409 | $17.2M | 0.02% | −30,884−13.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,891 | $18.6M | 0.10% | −702−0.3% | Reduced |
| Davis Selected Advisers | 245,050 | $20.4M | 0.08% | +40,080+19.6% | Added |
| Impax Asset Management Group plc | 251,318 | $20.9M | 0.09% | −1,323−0.5% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 252,501 | $21.0M | 1.65% | −92,000−26.7% | Reduced |
| Virginia Retirement Systems Et Al | 257,933 | $21.4M | 0.21% | −57,900−18.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 270,617 | $22.5M | 0.08% | −13,958−4.9% | Reduced |
| Franklin Resources Inc | 272,431 | $22.6M | 0.01% | +37,834+16.1% | Added |
| Chilton Capital Management LLC | 275,649 | $22.9M | 1.33% | +65,719+31.3% | Added |
| The PNC Financial Services Group, Inc. | 277,896 | $23.1M | 0.02% | −5,659−2.0% | Reduced |
| Allianz Asset Management GmbH | 280,443 | $23.3M | 0.02% | −23,210−7.6% | Reduced |
| Nisa Investment Advisors, LLC | 281,630 | $23.4M | 0.15% | −18,242−6.1% | Reduced |
| State of Alaska, Department of Revenue | 283,189 | $23.5M | 0.24% | +55,108+24.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 283,929 | $23.6M | 0.08% | −36,013−11.3% | Reduced |
| AMF Pensionsforsakring AB | 285,946 | $23.8M | 0.16% | +4,532+1.6% | Added |
| Marshall Wace North America L.P. | 290,000 | $24.1M | 0.10% | +290,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,700 | $25.9M | 0.14% | +28,344+10.0% | Added |
| Toronto Dominion Bank | 312,784 | $26.0M | 0.04% | +372+0.1% | Added |
| Janus Henderson Group PLC | 312,946 | $26.0M | 0.01% | +108,516+53.1% | Added |
| State of Wisconsin Investment Board | 318,293 | $26.4M | 0.05% | −4,953−1.5% | Reduced |
| 1832 Asset Management L.P. | 321,453 | $26.8M | 0.05% | −30,327−8.6% | Reduced |
| Bowen Hanes & Co Inc | 332,943 | $27.7M | 0.84% | +550+0.2% | Added |
| Clough Capital Partners L P | 336,630 | $28.0M | 1.57% | +336,630 | New |
| Guggenheim Capital LLC | 347,735 | $28.9M | 0.17% | −11,641−3.2% | Reduced |
| Victory Capital Management Inc | 367,677 | $30.6M | 0.03% | −5,649−1.5% | Reduced |
| Raymond James & Associates | 381,457 | $31.7M | 0.03% | +39,253+11.5% | Added |
| Presima Inc. | 382,150 | $31.8M | 4.57% | −130,300−25.4% | Reduced |
| Hazelview Securities Inc. | 380,003 | $32.3M | 4.27% | −153,920−28.8% | Reduced |
| Manufacturers Life Insurance Company, The | 406,196 | $33.8M | 0.03% | −43,494−9.7% | Reduced |
| Cambiar Investors LLC | 413,168 | $34.3M | 1.11% | −76,355−15.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 419,141 | $34.8M | 2.05% | −15,261−3.5% | Reduced |
| HealthCor Management, L.P. | 434,590 | $36.1M | 1.48% | −492,450−53.1% | Reduced |
| Retirement Systems of Alabama | 439,291 | $36.5M | 0.13% | −3,830−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 439,362 | $36.5M | 0.21% | +15,762+3.7% | Added |
| Envestnet Asset Management Inc | 446,342 | $37.1M | 0.02% | +59,762+15.5% | Added |
| Securian Asset Management, Inc | 449,548 | $37.4M | 0.76% | −1,083−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 451,406 | $37.5M | 0.07% | −10,900−2.4% | Reduced |
| New York State Teachers Retirement System | 463,559 | $38.5M | 0.08% | −23,692−4.9% | Reduced |
| Swedbank AB | 482,572 | $40.1M | 0.08% | +9,550+2.0% | Added |
| New York State Common Retirement Fund | 485,598 | $40.4M | 0.04% | −9,302−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 488,924 | $40.6M | 0.08% | +173,151+54.8% | Added |
| State of New Jersey Common Pension Fund D | 494,748 | $41.1M | 0.13% | +56,280+12.8% | Added |
| Great West Life Assurance Co | 515,963 | $42.9M | 0.10% | −44,753−8.0% | Reduced |
| CORDA Investment Management, LLC. | 532,101 | $44.2M | 3.80% | −7,859−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 536,906 | $44.6M | 0.08% | −1200.0% | Reduced |
| Royal Bank of Canada | 604,175 | $50.2M | 0.01% | +57,506+10.5% | Added |
| Factory Mutual Insurance Co | 611,024 | $50.8M | 0.62% | +39,705+6.9% | Added |
| Westpac Banking Corp | 615,333 | $51.1M | 0.51% | −42,346−6.4% | Reduced |
| Public Employees Retirement System of Ohio | 676,573 | $56.2M | 0.20% | −29,125−4.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 695,069 | $57.8M | 0.10% | +646,396+1,328.0% | Added |
| Barclays PLC | 699,307 | $58.1M | 0.05% | +101,228+16.9% | Added |
| Bank of Montreal | 703,907 | $58.7M | 0.03% | +143,724+25.7% | Added |
| Rhumbline Advisers | 715,881 | $59.5M | 0.08% | −25,371−3.4% | Reduced |
| National Pension Service | 735,033 | $61.1M | 0.12% | +12,661+1.8% | Added |
| California State Teachers Retirement System | 760,594 | $63.2M | 0.08% | −44,251−5.5% | Reduced |
| AXA S.A. | 765,001 | $63.6M | 0.18% | +2,060+0.3% | Added |
| Epoch Investment Partners, Inc. | 783,675 | $65.1M | 0.35% | −279,151−26.3% | Reduced |
| Lasalle Investment Management Securities LLC | 801,604 | $66.6M | 2.08% | −908,471−53.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 825,705 | $68.5M | 0.14% | −102,411−11.0% | Reduced |
| FIL Ltd | 886,253 | $73.6M | 0.08% | +366,851+70.6% | Added |
| Asset Management One Co.,Ltd. | 917,265 | $76.2M | 0.28% | −2,524−0.3% | Reduced |
| Standard Life Aberdeen plc | 922,433 | $76.7M | 0.17% | +62,198+7.2% | Added |
| Pictet Asset Management Ltd | 930,031 | $77.3M | 0.08% | +95,028+11.4% | Added |
| California Public Employees Retirement System | 944,787 | $78.5M | 0.06% | −20,268−2.1% | Reduced |