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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 62,845 | $5.22M | 0.37% | +2,972+5.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,920 | $5.06M | 0.12% | +4,409+7.8% | Added |
| Private Asset Management Inc | 58,173 | $4.83M | 0.64% | −1,359−2.3% | Reduced |
| ING Groep NV | 57,873 | $4.81M | 0.08% | +22,963+65.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 56,095 | $4.66M | 3.03% | −53−0.1% | Reduced |
| IFM Investors Pty Ltd | 54,896 | $4.56M | 0.09% | +8,200+17.6% | Added |
| HGK Asset Management Inc | 54,837 | $4.56M | 1.45% | −7,006−11.3% | Reduced |
| Sarasin & Partners LLP | 54,534 | $4.53M | 0.05% | −2,038−3.6% | Reduced |
| Teacher Retirement System of Texas | 54,424 | $4.52M | 0.02% | −32,712−37.5% | Reduced |
| Garland Capital Management Inc | 54,395 | $4.52M | 3.18% | −450−0.8% | Reduced |
| Bank of Nova Scotia | 53,632 | $4.46M | 0.01% | −15,020−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,311 | $4.35M | 0.05% | +110+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 51,970 | $4.32M | 0.88% | +760+1.5% | Added |
| Achmea Investment Management B.V. | 51,497 | $4.28M | 0.15% | −13,009−20.2% | Reduced |
| Hartford Investment Management Co | 51,383 | $4.27M | 0.11% | −1,596−3.0% | Reduced |
| Advisors Asset Management, Inc. | 49,024 | $4.07M | 0.06% | −6,583−11.8% | Reduced |
| Windward Capital Management Co | 48,870 | $4.06M | 0.38% | +336+0.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 48,514 | $4.03M | 0.06% | +21,456+79.3% | Added |
| Andra AP-fonden | 48,400 | $4.02M | 0.08% | −36,300−42.9% | Reduced |
| Peapack Gladstone Financial Corp | 47,851 | $3.98M | 0.10% | −1,166−2.4% | Reduced |
| Vestcor Inc | 46,564 | $3.87M | 0.13% | −2,357−4.8% | Reduced |
| Gateway Investment Advisers LLC | 45,691 | $3.80M | 0.04% | −96−0.2% | Reduced |
| Rafferty Asset Management, LLC | 45,648 | $3.79M | 0.02% | +14,231+45.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 43,041 | $3.58M | 0.02% | +824+2.0% | Added |
| Redpoint Investment Management Pty Ltd | 42,947 | $3.57M | 0.29% | +1,074+2.6% | Added |
| NN Investment Partners Holdings N.V. | 42,696 | $3.55M | 0.02% | +3,298+8.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,058 | $3.50M | 0.01% | +36,889+713.7% | Added |
| Norinchukin Bank, The | 41,936 | $3.48M | 0.05% | +315+0.8% | Added |
| US Bancorp | 41,361 | $3.44M | 0.01% | +892+2.2% | Added |
| Bard Financial Services, Inc. | 40,610 | $3.38M | 0.30% | −550−1.3% | Reduced |
| Ancora Advisors, LLC | 40,483 | $3.36M | 0.09% | −2,107−4.9% | Reduced |
| First Republic Investment Management, Inc. | 39,347 | $3.27M | 0.01% | +4,101+11.6% | Added |
| Voloridge Investment Management, LLC | 39,135 | $3.25M | 0.02% | −29,786−43.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 38,927 | $3.23M | 0.01% | +3,631+10.3% | Added |
| M&T Bank Corp | 38,532 | $3.20M | 0.01% | +4,639+13.7% | Added |
| Ensign Peak Advisors, Inc | 38,234 | $3.18M | 0.01% | −15,255−28.5% | Reduced |
| American Financial Advisors, LLC | 37,988 | $3.16M | 0.43% | −15,135−28.5% | Reduced |
| Nordea Investment Management AB | 37,573 | $3.12M | 0.00% | −13,217−26.0% | Reduced |
| Cetera Advisor Networks LLC | 37,314 | $3.10M | 0.04% | +25,253+209.4% | Added |
| Vident Investment Advisory, LLC | 37,175 | $3.09M | 0.09% | +5,284+16.6% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.06M | 0.05% | +26,290+250.4% | Added |
| CIBC Asset Management Inc | 36,679 | $3.05M | 0.01% | +628+1.7% | Added |
| Spinnaker Trust | 35,870 | $2.98M | 0.21% | −248−0.7% | Reduced |
| Rainey & Randall Investment Management Inc. | 35,309 | $2.93M | 1.44% | −150−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 34,594 | $2.88M | 0.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 34,259 | $2.85M | 0.61% | 00.0% | Unchanged |
| Pendal Group Limited | 33,774 | $2.81M | 0.03% | −43,200−56.1% | Reduced |
| United Capital Financial Advisers, LLC | 33,438 | $2.78M | 0.01% | +1,970+6.3% | Added |
| Maryland State Retirement & Pension System | 32,026 | $2.73M | 0.09% | 00.0% | Unchanged |
| Fma Advisory Inc | 32,715 | $2.72M | 1.01% | +455+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 32,050 | $2.66M | 0.02% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 32,013 | $2.66M | 0.34% | +5,534+20.9% | Added |
| Moody National Bank Trust Division | 30,955 | $2.57M | 0.05% | −124−0.4% | Reduced |
| Private Advisor Group, LLC | 30,580 | $2.54M | 0.02% | +2,987+10.8% | Added |
| Mackenzie Financial Corp | 30,408 | $2.53M | 0.00% | +4,350+16.7% | Added |
| Oppenheimer & Co Inc | 30,265 | $2.52M | 0.05% | −664−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,241 | $2.51M | 0.05% | +28,910+2,172.1% | Added |
| Fifth Third Bancorp | 29,768 | $2.47M | 0.01% | +9,027+43.5% | Added |
| Elo Mutual Pension Insurance Co | 29,314 | $2.44M | 0.08% | −792−2.6% | Reduced |
| Stephens Inc | 28,684 | $2.38M | 0.04% | −504−1.7% | Reduced |
| New Mexico Educational Retirement Board | 27,848 | $2.31M | 0.08% | +1,500+5.7% | Added |
| American National Insurance Co | 27,580 | $2.29M | 0.09% | −75−0.3% | Reduced |
| Capital Investment Advisors, LLC | 27,178 | $2.26M | 0.08% | −92−0.3% | Reduced |
| Baird Financial Group, Inc. | 26,668 | $2.22M | 0.01% | −38,952−59.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 26,342 | $2.19M | 0.05% | +26+0.1% | Added |
| Wealthfront Advisers LLC | 26,088 | $2.17M | 0.01% | +5,792+28.5% | Added |
| Blair William & Co | 26,078 | $2.17M | 0.01% | −8,139−23.8% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $2.16M | 0.05% | +100+0.4% | Added |
| Spouting Rock Asset Management, LLC | 25,698 | $2.14M | 0.66% | +6,318+32.6% | Added |
| Morningstar Investment Services LLC | 25,253 | $2.11M | 0.03% | −145,617−85.2% | Reduced |
| Busey Wealth Management | 25,232 | $2.10M | 0.10% | −1,241−4.7% | Reduced |
| Pinebridge Investments, L.P. | 25,051 | $2.08M | 0.02% | −7,246−22.4% | Reduced |
| Creative Planning | 24,508 | $2.04M | 0.00% | −6,825−21.8% | Reduced |
| Boston Family Office LLC | 24,449 | $2.03M | 0.15% | +161+0.7% | Added |
| Kentucky Retirement Systems | 24,313 | $2.02M | 0.10% | −1,928−7.3% | Reduced |
| Commerce Bank | 24,008 | $2.00M | 0.01% | +4,290+21.8% | Added |
| Strategic Wealth Advisors Group, LLC | 23,954 | $1.99M | 0.09% | +1,218+5.4% | Added |
| QS Investors, LLC | 23,466 | $1.95M | 0.02% | −3,084−11.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,242 | $1.93M | 0.14% | +801+3.6% | Added |
| Xponance, Inc. | 23,165 | $1.93M | 0.04% | +5,214+29.0% | Added |
| PFG Advisors | 23,044 | $1.92M | 0.22% | −75−0.3% | Reduced |
| ProVise Management Group, LLC | 22,881 | $1.90M | 0.19% | −277−1.2% | Reduced |
| Pacer Advisors, Inc. | 21,768 | $1.81M | 0.03% | −1,071−4.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 21,749 | $1.81M | 0.17% | −202−0.9% | Reduced |
| Wesbanco Bank Inc | 21,460 | $1.78M | 0.07% | −4,422−17.1% | Reduced |
| Crossmark Global Holdings, Inc. | 21,140 | $1.76M | 0.04% | +310+1.5% | Added |
| Summit Place Financial Advisors, LLC | 20,855 | $1.73M | 1.27% | −180−0.9% | Reduced |
| Raymond James Trust N.A. | 20,452 | $1.70M | 0.06% | −683−3.2% | Reduced |
| Mercer Global Advisors Inc | 20,365 | $1.69M | 0.01% | +320+1.6% | Added |
| Bridgewater Associates, LP | 20,020 | $1.66M | 0.01% | +20,020 | New |
| Caption Management, LLC | 20,000 | $1.66M | 0.15% | +20,000 | New |
| Avantax Advisory Services, Inc. | 19,608 | $1.63M | 0.03% | +4,138+26.7% | Added |
| Hotaling Investment Management, LLC | 19,590 | $1.63M | 0.66% | −134−0.7% | Reduced |
| Oxford Financial Group Ltd | 19,544 | $1.62M | 0.22% | 00.0% | Unchanged |
| Mariner, LLC | 19,202 | $1.60M | 0.01% | +4,218+28.2% | Added |
| Aevitas Wealth Management, Inc. | 19,189 | $1.59M | 1.02% | +46+0.2% | Added |
| FDx Advisors, Inc. | 19,026 | $1.58M | 0.05% | +2,615+15.9% | Added |
| OPSEU Pension Plan Trust Fund | 18,759 | $1.58M | 0.41% | +7,487+66.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,960 | $1.58M | 0.03% | +39+0.2% | Added |
| Ethic Inc. | 18,694 | $1.55M | 0.19% | +4,482+31.5% | Added |