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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 955,028 | $79.4M | 0.10% | +227,009+31.2% | Added |
| Neuberger Berman Group LLC | 998,998 | $82.9M | 0.07% | +20,408+2.1% | Added |
| UBS Group AG | 1,034,089 | $85.9M | 0.04% | +95,318+10.2% | Added |
| HSBC Holdings PLC | 1,070,823 | $89.0M | 0.11% | +2,446+0.2% | Added |
| Credit Suisse AG | 1,140,804 | $95.2M | 0.07% | +153,102+15.5% | Added |
| Citigroup Inc | 1,152,408 | $95.8M | 0.08% | +42,564+3.8% | Added |
| Canada Pension Plan Investment Board | 1,157,767 | $96.2M | 0.12% | −135,711−10.5% | Reduced |
| STRS Ohio | 1,161,849 | $96.5M | 0.35% | −27,243−2.3% | Reduced |
| Wells Fargo & Company | 1,232,909 | $102.5M | 0.02% | +11,742+1.0% | Added |
| Cbre Clarion Securities LLC | 1,270,971 | $105.6M | 1.97% | +723,861+132.3% | Added |
| Alliancebernstein L.P. | 1,275,761 | $106.0M | 0.04% | +41,641+3.4% | Added |
| Amundi | 1,294,775 | $107.6M | 0.07% | +1,294,775 | New |
| Parametric Portfolio Associates LLC | 1,370,527 | $113.9M | 0.06% | +38,355+2.9% | Added |
| Adelante Capital Management LLC | 1,430,781 | $118.9M | 6.37% | +88,439+6.6% | Added |
| SEI Investments Co | 1,526,528 | $126.9M | 0.28% | +164,754+12.1% | Added |
| Duff & Phelps Investment Management Co | 1,545,517 | $128.4M | 1.67% | +237,210+18.1% | Added |
| Swiss National Bank | 1,701,880 | $141.4M | 0.09% | +97,946+6.1% | Added |
| American Century Companies Inc | 1,703,861 | $141.6M | 0.10% | +896,266+111.0% | Added |
| Aew Capital Management L P | 1,707,307 | $141.9M | 4.20% | −1,128,684−39.8% | Reduced |
| Massachusetts Financial Services Co | 1,805,526 | $150.0M | 0.04% | +3,772+0.2% | Added |
| Heitman Real Estate Securities LLC | 1,808,573 | $150.3M | 6.84% | +587,825+48.2% | Added |
| Bank of America Corp | 1,862,247 | $154.8M | 0.02% | +57,429+3.2% | Added |
| Cullen Capital Management LLC | 1,974,059 | $164.0M | 1.59% | −108,808−5.2% | Reduced |
| AMP Capital Investors Ltd | 1,999,348 | $166.2M | 0.80% | −56,751−2.8% | Reduced |
| Goldman Sachs Group Inc | 2,030,321 | $168.7M | 0.05% | −331,782−14.0% | Reduced |
| Russell Investments Group, Ltd. | 2,133,473 | $177.3M | 0.30% | +387,214+22.2% | Added |
| Macquarie Group Ltd | 2,186,648 | $181.7M | 0.15% | +1,641,929+301.4% | Added |
| Brookfield Asset Management Inc. | 2,263,167 | $188.1M | 0.89% | +72,252+3.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,601,507 | $216.2M | 0.13% | −775,399−23.0% | Reduced |
| Zimmer Partners, LP | 2,737,500 | $227.5M | 3.17% | +1,637,500+148.9% | Added |
| Prudential Financial Inc | 2,829,890 | $235.2M | 0.32% | +811,101+40.2% | Added |
| Wellington Management Group LLP | 2,971,072 | $246.9M | 0.04% | +2,116,462+247.7% | Added |
| Ameriprise Financial Inc | 3,113,274 | $259.3M | 0.08% | +143,126+4.8% | Added |
| Boston Partners | 3,158,455 | $262.5M | 0.33% | +60,894+2.0% | Added |
| UBS Asset Management Americas Inc | 3,464,886 | $287.9M | 0.12% | −150,981−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,796,883 | $315.5M | 0.10% | +46,482+1.2% | Added |
| Bank of New York Mellon Corp | 4,286,143 | $356.2M | 0.07% | −31,734−0.7% | Reduced |
| Nuveen Asset Management, LLC | 4,332,128 | $360.0M | 0.11% | −13,317−0.3% | Reduced |
| Deutsche Bank AG | 4,508,830 | $374.7M | 0.18% | +397,466+9.7% | Added |
| Daiwa Securities Group Inc. | 4,712,254 | $391.6M | 2.64% | −794,719−14.4% | Reduced |
| Morgan Stanley | 5,013,226 | $416.6M | 0.05% | +172,344+3.6% | Added |
| Legal & General Group Plc | 5,142,317 | $427.3M | 0.14% | +201,098+4.1% | Added |
| Centersquare Investment Management LLC | 5,605,537 | $465.8M | 4.74% | −406,613−6.8% | Reduced |
| Norges Bank | 5,657,931 | $470.2M | 0.10% | +1,416,435+33.4% | Added |
| Dimensional Fund Advisors LP | 5,981,136 | $497.0M | 0.16% | −36,858−0.6% | Reduced |
| Northern Trust Corp | 6,827,754 | $567.4M | 0.10% | −223,958−3.2% | Reduced |
| Resolution Capital Ltd | 7,712,052 | $640.9M | 9.08% | +1,140,647+17.4% | Added |
| Invesco Ltd. | 7,822,044 | $650.0M | 0.16% | −29,086−0.4% | Reduced |
| JPMorgan Chase & Co | 7,957,751 | $661.3M | 0.08% | +503,573+6.8% | Added |
| PGGM Investments | 8,125,123 | $675.2M | 2.86% | −349,233−4.1% | Reduced |
| Geode Capital Management, LLC | 8,407,744 | $697.0M | 0.10% | +191,770+2.3% | Added |
| FMR LLC | 10,862,630 | $902.7M | 0.07% | +327,775+3.1% | Added |
| Principal Financial Group Inc | 14,257,610 | $1.18B | 0.77% | +187,373+1.3% | Added |
| Cohen & Steers, Inc. | 18,090,894 | $1.50B | 2.86% | +9,623,065+113.6% | Added |
| Price T Rowe Associates Inc | 19,431,012 | $1.61B | 0.15% | +2,107,730+12.2% | Added |
| State Street Corp | 24,420,697 | $2.03B | 0.11% | +486,423+2.0% | Added |
| BlackRock Inc. | 43,710,123 | $3.63B | 0.10% | +520,431+1.2% | Added |
| Vanguard Group Inc | 66,365,510 | $5.51B | 0.14% | +462,414+0.7% | Added |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Camber Capital Management LP | 0 | $0 | 0.00% | −810,000−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −308,690−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −258,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −248,600−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −175,919−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −152,625−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −148,158−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −92,648−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −89,184−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −86,865−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −72,868−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −46,209−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −37,412−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −35,257−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −32,419−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −25,729−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,043−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,885−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −24,160−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,231−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −9,958−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,817−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,759−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |