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, Q3 2021
Institutional positions in Welltower Inc. as of Sep 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
- 763
- +17 vs. Q2 2021
- Shares held
- 408.0M
- +6.77M (+1.7%) vs. Q2 2021
- Total value
- $33.6B
- +$282.7M (+0.8%) vs. Q2 2021
- New holders
- 70
- 275 more added
- Sold out
- 53
- 260 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 67,020,181 | $5.52B | 0.14% | +654,671+1.0% | Added |
| BlackRock Inc. | 44,086,988 | $3.63B | 0.10% | +376,865+0.9% | Added |
| Cohen & Steers, Inc. | 27,789,044 | $2.29B | 4.27% | +9,698,150+53.6% | Added |
| State Street Corp | 25,049,825 | $2.06B | 0.11% | +629,128+2.6% | Added |
| Price T Rowe Associates Inc | 19,663,852 | $1.62B | 0.15% | +232,840+1.2% | Added |
| Norges Bank | 15,559,841 | $1.28B | 0.28% | +9,901,910+175.0% | Added |
| FMR LLC | 11,839,824 | $975.6M | 0.08% | +977,194+9.0% | Added |
| Geode Capital Management, LLC | 8,711,415 | $716.3M | 0.10% | +303,671+3.6% | Added |
| Invesco Ltd. | 8,423,903 | $694.1M | 0.18% | +601,859+7.7% | Added |
| Northern Trust Corp | 6,816,632 | $561.7M | 0.10% | −11,122−0.2% | Reduced |
| Resolution Capital Ltd | 6,697,347 | $551.9M | 7.32% | −1,014,705−13.2% | Reduced |
| Daiwa Securities Group Inc. | 6,433,370 | $530.1M | 3.48% | +1,721,116+36.5% | Added |
| Dimensional Fund Advisors LP | 5,983,123 | $493.0M | 0.16% | +1,9870.0% | Added |
| Principal Financial Group Inc | 5,823,276 | $479.8M | 0.31% | −8,434,334−59.2% | Reduced |
| Legal & General Group Plc | 5,287,133 | $435.7M | 0.14% | +144,816+2.8% | Added |
| JPMorgan Chase & Co | 5,118,663 | $421.8M | 0.06% | −2,839,088−35.7% | Reduced |
| Deutsche Bank AG | 4,869,221 | $401.2M | 0.19% | +360,391+8.0% | Added |
| PGGM Investments | 4,820,462 | $397.2M | 2.05% | −3,304,661−40.7% | Reduced |
| Morgan Stanley | 4,373,601 | $360.4M | 0.05% | −639,625−12.8% | Reduced |
| Wellington Management Group LLP | 4,362,656 | $359.5M | 0.06% | +1,391,584+46.8% | Added |
| Bank of New York Mellon Corp | 4,168,864 | $343.5M | 0.07% | −117,279−2.7% | Reduced |
| Nuveen Asset Management, LLC | 3,989,384 | $328.7M | 0.10% | −342,744−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,912,469 | $322.4M | 0.11% | +115,586+3.0% | Added |
| Centersquare Investment Management LLC | 3,847,675 | $317.0M | 3.25% | −1,757,862−31.4% | Reduced |
| Zimmer Partners, LP | 3,530,677 | $290.9M | 4.61% | +793,177+29.0% | Added |
| UBS Asset Management Americas Inc | 3,481,702 | $286.9M | 0.12% | +16,816+0.5% | Added |
| Boston Partners | 3,248,848 | $267.7M | 0.34% | +90,393+2.9% | Added |
| Prudential Financial Inc | 2,960,871 | $253.7M | 0.35% | +130,981+4.6% | Added |
| Ameriprise Financial Inc | 2,753,100 | $226.9M | 0.07% | −360,174−11.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,634,600 | $217.1M | 0.14% | +33,093+1.3% | Added |
| Russell Investments Group, Ltd. | 2,421,216 | $199.6M | 0.34% | +287,743+13.5% | Added |
| Bank of America Corp | 2,345,956 | $193.3M | 0.02% | +483,709+26.0% | Added |
| Brookfield Asset Management Inc. | 1,881,712 | $155.1M | 0.63% | −381,455−16.9% | Reduced |
| Massachusetts Financial Services Co | 1,822,569 | $150.2M | 0.04% | +17,043+0.9% | Added |
| Goldman Sachs Group Inc | 1,794,765 | $147.9M | 0.04% | −235,556−11.6% | Reduced |
| American Century Companies Inc | 1,766,281 | $145.5M | 0.10% | +62,420+3.7% | Added |
| Cullen Capital Management LLC | 1,720,392 | $141.8M | 1.39% | −253,667−12.9% | Reduced |
| Swiss National Bank | 1,650,880 | $136.0M | 0.09% | −51,000−3.0% | Reduced |
| AMP Capital Investors Ltd | 1,644,009 | $135.6M | 0.75% | −355,339−17.8% | Reduced |
| Aew Capital Management L P | 1,544,407 | $127.3M | 3.78% | −162,900−9.5% | Reduced |
| SEI Investments Co | 1,539,994 | $126.9M | 0.27% | +13,466+0.9% | Added |
| Duff & Phelps Investment Management Co | 1,504,642 | $124.0M | 1.62% | −40,875−2.6% | Reduced |
| Cbre Clarion Securities LLC | 1,459,434 | $120.3M | 2.12% | +188,463+14.8% | Added |
| Parametric Portfolio Associates LLC | 1,417,469 | $116.8M | 0.07% | +46,942+3.4% | Added |
| Adelante Capital Management LLC | 1,406,177 | $115.9M | 5.89% | −24,604−1.7% | Reduced |
| Heitman Real Estate Securities LLC | 1,397,069 | $115.1M | 5.24% | −411,504−22.8% | Reduced |
| Canada Pension Plan Investment Board | 1,396,878 | $115.1M | 0.13% | +239,111+20.7% | Added |
| Wells Fargo & Company | 1,376,239 | $113.4M | 0.03% | +143,330+11.6% | Added |
| Alliancebernstein L.P. | 1,252,909 | $103.2M | 0.04% | −22,852−1.8% | Reduced |
| Amundi | 1,181,930 | $97.4M | 0.07% | −112,845−8.7% | Reduced |
| UBS Group AG | 1,131,465 | $93.2M | 0.04% | +97,376+9.4% | Added |
| Pictet Asset Management SA | 1,032,898 | $85.1M | 0.09% | +1,032,898 | New |
| Citigroup Inc | 1,026,023 | $84.5M | 0.08% | −126,385−11.0% | Reduced |
| STRS Ohio | 1,018,102 | $83.9M | 0.32% | −143,747−12.4% | Reduced |
| Neuberger Berman Group LLC | 1,020,206 | $83.9M | 0.07% | +21,208+2.1% | Added |
| Credit Suisse AG | 1,001,070 | $82.5M | 0.07% | −139,734−12.2% | Reduced |
| Standard Life Aberdeen plc | 975,954 | $80.8M | 0.18% | +53,521+5.8% | Added |
| California Public Employees Retirement System | 953,346 | $78.6M | 0.06% | +8,559+0.9% | Added |
| Schroder Investment Management Group | 866,597 | $71.4M | 0.11% | −88,431−9.3% | Reduced |
| Asset Management One Co.,Ltd. | 857,000 | $70.6M | 0.27% | −60,265−6.6% | Reduced |
| Bank of Montreal | 786,201 | $65.9M | 0.03% | +82,294+11.7% | Added |
| Lasalle Investment Management Securities LLC | 792,716 | $65.3M | 2.12% | −8,888−1.1% | Reduced |
| FIL Ltd | 792,648 | $65.3M | 0.07% | −93,605−10.6% | Reduced |
| HSBC Holdings PLC | 782,930 | $65.1M | 0.07% | −287,893−26.9% | Reduced |
| California State Teachers Retirement System | 735,207 | $60.6M | 0.08% | −25,387−3.3% | Reduced |
| National Pension Service | 701,340 | $57.8M | 0.11% | −33,693−4.6% | Reduced |
| Rhumbline Advisers | 695,802 | $57.3M | 0.08% | −20,079−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 686,642 | $56.6M | 0.09% | −8,427−1.2% | Reduced |
| Epoch Investment Partners, Inc. | 677,132 | $55.8M | 0.31% | −106,543−13.6% | Reduced |
| Public Employees Retirement System of Ohio | 665,670 | $54.9M | 0.19% | −10,903−1.6% | Reduced |
| Natixis | 630,295 | $51.9M | 0.18% | +630,295 | New |
| Barclays PLC | 629,670 | $51.9M | 0.04% | −69,637−10.0% | Reduced |
| HealthCor Management, L.P. | 617,480 | $50.9M | 2.21% | +182,890+42.1% | Added |
| Factory Mutual Insurance Co | 601,024 | $49.5M | 0.62% | −10,000−1.6% | Reduced |
| Great West Life Assurance Co | 581,012 | $48.2M | 0.11% | +65,049+12.6% | Added |
| Royal Bank of Canada | 542,727 | $44.7M | 0.01% | −61,448−10.2% | Reduced |
| CORDA Investment Management, LLC. | 525,561 | $43.3M | 3.77% | −6,540−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 523,935 | $43.2M | 0.08% | −12,971−2.4% | Reduced |
| New York State Common Retirement Fund | 506,335 | $41.7M | 0.04% | +20,737+4.3% | Added |
| State of New Jersey Common Pension Fund D | 505,458 | $41.6M | 0.13% | +10,710+2.2% | Added |
| State of Wisconsin Investment Board | 493,122 | $40.6M | 0.08% | +174,829+54.9% | Added |
| Swedbank AB | 463,992 | $38.2M | 0.07% | −18,580−3.9% | Reduced |
| New York State Teachers Retirement System | 457,667 | $37.7M | 0.08% | −5,892−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 444,906 | $36.7M | 0.07% | −6,500−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 443,553 | $36.5M | 0.21% | +4,191+1.0% | Added |
| AXA S.A. | 439,830 | $36.2M | 0.10% | −325,171−42.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 439,441 | $36.2M | 0.08% | −386,264−46.8% | Reduced |
| Envestnet Asset Management Inc | 433,429 | $35.7M | 0.02% | −12,913−2.9% | Reduced |
| Janus Henderson Group PLC | 432,407 | $35.6M | 0.02% | +119,461+38.2% | Added |
| Uniplan Investment Counsel, Inc. | 430,558 | $35.5M | 2.18% | +11,417+2.7% | Added |
| Retirement Systems of Alabama | 429,867 | $35.4M | 0.13% | −9,424−2.1% | Reduced |
| Cambiar Investors LLC | 413,607 | $34.1M | 1.17% | +439+0.1% | Added |
| Manufacturers Life Insurance Company, The | 409,353 | $33.7M | 0.03% | +3,157+0.8% | Added |
| Securian Asset Management, Inc | 407,748 | $33.6M | 0.69% | −41,800−9.3% | Reduced |
| Raymond James & Associates | 395,330 | $32.6M | 0.03% | +13,873+3.6% | Added |
| Victory Capital Management Inc | 373,390 | $30.8M | 0.03% | +5,713+1.6% | Added |
| LMR Partners LLP | 367,235 | $30.3M | 0.42% | +367,235 | New |
| Hazelview Securities Inc. | 360,018 | $30.2M | 3.86% | −19,985−5.3% | Reduced |
| Macquarie Group Ltd | 355,687 | $29.3M | 0.02% | −1,830,961−83.7% | Reduced |
| Westpac Banking Corp | 342,819 | $28.2M | 0.30% | −272,514−44.3% | Reduced |