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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 31,998 | $2.63M | 0.08% | −5,177−13.9% | Reduced |
| American Financial Advisors, LLC | 32,053 | $2.64M | 0.35% | −5,935−15.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,050 | $2.64M | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32,109 | $2.65M | 0.07% | −8,374−20.7% | Reduced |
| Baird Financial Group, Inc. | 32,388 | $2.67M | 0.01% | +5,720+21.4% | Added |
| Maryland State Retirement & Pension System | 32,026 | $2.68M | 0.08% | 00.0% | Unchanged |
| Pensionfund Sabic | 33,259 | $2.74M | 0.58% | −1,000−2.9% | Reduced |
| Fma Advisory Inc | 33,329 | $2.75M | 1.02% | +614+1.9% | Added |
| Wealthfront Advisers LLC | 33,953 | $2.80M | 0.01% | +7,865+30.1% | Added |
| Callahan Advisors, LLC | 34,207 | $2.82M | 0.36% | +2,194+6.9% | Added |
| Cetera Advisor Networks LLC | 34,422 | $2.84M | 0.04% | −2,892−7.8% | Reduced |
| United Capital Financial Advisers, LLC | 34,457 | $2.84M | 0.01% | +1,019+3.0% | Added |
| Fifth Third Bancorp | 34,727 | $2.86M | 0.01% | +4,959+16.7% | Added |
| Oregon Public Employees Retirement Fund | 34,958 | $2.88M | 0.03% | +364+1.1% | Added |
| Rainey & Randall Investment Management Inc. | 35,333 | $2.91M | 1.39% | +24+0.1% | Added |
| Ensign Peak Advisors, Inc | 35,543 | $2.93M | 0.01% | −2,691−7.0% | Reduced |
| SG3 Management, LLC | 35,600 | $2.93M | 1.04% | +35,600 | New |
| Candriam Luxembourg S.C.A. | 36,129 | $2.98M | 0.02% | −28,127−43.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,170 | $2.98M | 0.68% | −15,800−30.4% | Reduced |
| Spinnaker Trust | 36,558 | $3.01M | 0.21% | +688+1.9% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.03M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 37,858 | $3.12M | 0.01% | +1,179+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 37,965 | $3.13M | 0.01% | −962−2.5% | Reduced |
| Nordea Investment Management AB | 37,573 | $3.15M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 39,009 | $3.21M | 0.01% | +24,494+168.7% | Added |
| M&T Bank Corp | 39,418 | $3.25M | 0.01% | +886+2.3% | Added |
| Illinois Municipal Retirement Fund | 40,911 | $3.37M | 0.12% | +40,911 | New |
| Redpoint Investment Management Pty Ltd | 40,953 | $3.38M | 0.29% | −1,994−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 41,997 | $3.46M | 0.02% | −1,044−2.4% | Reduced |
| US Bancorp | 43,389 | $3.57M | 0.01% | +2,028+4.9% | Added |
| Profund Advisors LLC | 44,414 | $3.66M | 0.12% | +26,827+152.5% | Added |
| Norinchukin Bank, The | 45,039 | $3.71M | 0.05% | +3,103+7.4% | Added |
| Advisors Asset Management, Inc. | 45,294 | $3.73M | 0.06% | −3,730−7.6% | Reduced |
| Andra AP-fonden | 45,500 | $3.75M | 0.08% | −2,900−6.0% | Reduced |
| Gateway Investment Advisers LLC | 45,624 | $3.76M | 0.04% | −67−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 45,705 | $3.77M | 0.05% | +45,705 | New |
| Peapack Gladstone Financial Corp | 46,035 | $3.79M | 0.08% | −1,816−3.8% | Reduced |
| Wolverine Trading, LLC | 45,285 | $3.79M | 0.08% | +34,154+306.8% | Added |
| Mackenzie Financial Corp | 46,225 | $3.81M | 0.01% | +15,817+52.0% | Added |
| First Republic Investment Management, Inc. | 46,373 | $3.82M | 0.01% | +7,026+17.9% | Added |
| Hartford Investment Management Co | 46,881 | $3.86M | 0.11% | −4,502−8.8% | Reduced |
| HGK Asset Management Inc | 48,274 | $3.98M | 1.31% | −6,563−12.0% | Reduced |
| Windward Capital Management Co | 49,074 | $4.04M | 0.37% | +204+0.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 49,110 | $4.05M | 0.06% | +596+1.2% | Added |
| ING Groep NV | 49,610 | $4.09M | 0.05% | −8,263−14.3% | Reduced |
| Susquehanna International Group, LLP | 49,759 | $4.10M | 0.01% | −68,215−57.8% | Reduced |
| Squarepoint Ops LLC | 50,103 | $4.13M | 0.03% | +44,055+728.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,224 | $4.14M | 0.01% | +8,166+19.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 52,216 | $4.30M | 2.65% | −3,879−6.9% | Reduced |
| Achmea Investment Management B.V. | 52,351 | $4.31M | 0.13% | +854+1.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,954 | $4.36M | 0.05% | +643+1.2% | Added |
| Garland Capital Management Inc | 54,195 | $4.47M | 3.20% | −200−0.4% | Reduced |
| IFM Investors Pty Ltd | 55,195 | $4.55M | 0.09% | +299+0.5% | Added |
| Private Advisor Group, LLC | 56,198 | $4.63M | 0.03% | +25,618+83.8% | Added |
| Sarasin & Partners LLP | 56,328 | $4.64M | 0.05% | +1,794+3.3% | Added |
| Private Asset Management Inc | 56,363 | $4.64M | 0.63% | −1,810−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,257 | $4.72M | 0.10% | +27,016+89.3% | Added |
| Lincluden Management Ltd | 58,902 | $4.85M | 0.49% | −27,143−31.5% | Reduced |
| DuPont Capital Management Corp | 59,701 | $4.92M | 0.15% | −15,538−20.7% | Reduced |
| KMG Fiduciary Partners, LLC | 60,149 | $4.96M | 0.84% | −4,258−6.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,005 | $5.19M | 0.12% | +2,085+3.4% | Added |
| Ashfield Capital Partners, LLC | 63,698 | $5.25M | 0.37% | +853+1.4% | Added |
| Vestcor Inc | 63,740 | $5.25M | 0.19% | +17,176+36.9% | Added |
| Azimuth Capital Management LLC | 63,966 | $5.27M | 0.23% | −1,437−2.2% | Reduced |
| Advisors Management Group Inc | 64,050 | $5.28M | 1.64% | +200.0% | Added |
| Mackay Shields LLC | 64,591 | $5.32M | 0.05% | −1,162−1.8% | Reduced |
| Texas Permanent School Fund | 65,279 | $5.38M | 0.07% | −4,083−5.9% | Reduced |
| Teacher Retirement System of Texas | 66,652 | $5.49M | 0.03% | +12,228+22.5% | Added |
| DnB Asset Management AS | 69,560 | $5.73M | 0.04% | +2,367+3.5% | Added |
| Bank of Nova Scotia | 70,025 | $5.77M | 0.01% | +16,393+30.6% | Added |
| APG Asset Management N.V. | 81,550 | $5.80M | 0.01% | +900+1.1% | Added |
| State of Tennessee, Treasury Department | 70,546 | $5.81M | 0.02% | −3,822−5.1% | Reduced |
| B. Riley Wealth Management, Inc. | 74,139 | $6.11M | 0.47% | −1,472−1.9% | Reduced |
| Carret Asset Management, LLC | 74,758 | $6.16M | 0.74% | −1,285−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 75,202 | $6.20M | 0.03% | −126−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 75,242 | $6.20M | 0.09% | +20,498+37.4% | Added |
| Eii Capital Management, Inc. | 75,300 | $6.21M | 2.93% | −4,806−6.0% | Reduced |
| Utah Retirement Systems | 76,403 | $6.30M | 0.09% | −3,200−4.0% | Reduced |
| British Columbia Investment Management Corp | 77,136 | $6.36M | 0.04% | +380.0% | Added |
| Natixis Advisors, L.P. | 77,379 | $6.38M | 0.03% | −4,639−5.7% | Reduced |
| Metropolitan Life Insurance Co | 77,843 | $6.41M | 0.09% | +470+0.6% | Added |
| Mutual of America Capital Management LLC | 78,846 | $6.50M | 0.06% | +881+1.1% | Added |
| D. E. Shaw & Co., Inc. | 79,665 | $6.56M | 0.01% | −15,929−16.7% | Reduced |
| Nissay Asset Management Corp | 80,413 | $6.63M | 0.06% | −9,847−10.9% | Reduced |
| Gulf International Bank (UK) Ltd | 83,502 | $6.88M | 0.09% | −1,042−1.2% | Reduced |
| Manning & Napier Group, LLC | 84,133 | $6.93M | 0.06% | +13,495+19.1% | Added |
| Korea Investment CORP | 84,400 | $6.96M | 0.02% | −83,900−49.9% | Reduced |
| Pensionfund DSM Netherlands | 87,953 | $7.25M | 0.92% | +5,200+6.3% | Added |
| M&G Investment Management Ltd | 89,163 | $7.31M | 0.04% | 00.0% | Unchanged |
| TCW Group Inc | 90,210 | $7.43M | 0.07% | −29,050−24.4% | Reduced |
| Central Trust Co | 90,663 | $7.47M | 0.27% | −2,759−3.0% | Reduced |
| Forsta Ap-Fonden | 90,700 | $7.47M | 0.08% | −8,900−8.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 90,949 | $7.49M | 0.04% | −110.0% | Reduced |
| Public Sector Pension Investment Board | 91,409 | $7.53M | 0.04% | +5,060+5.9% | Added |
| Venture Visionary Partners LLC | 92,241 | $7.60M | 0.54% | +814+0.9% | Added |
| MetLife Investment Management | 95,440 | $7.86M | 0.07% | −1,359−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 98,712 | $8.15M | 0.02% | −807−0.8% | Reduced |
| USS Investment Management Ltd | 101,779 | $8.38M | 0.07% | +92,179+960.2% | Added |
| Credit Agricole S A | 102,490 | $8.45M | 0.30% | −390−0.4% | Reduced |
| Maryland Capital Management | 104,612 | $8.62M | 0.52% | +3,979+4.0% | Added |