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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 106,096 | $8.74M | 0.05% | +1,100+1.0% | Added |
| Trust Co of Toledo NA | 106,163 | $8.75M | 1.43% | −547−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 110,262 | $9.09M | 0.02% | −702−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,293 | $9.34M | 0.09% | −6,400−5.3% | Reduced |
| Truist Financial Corp | 115,113 | $9.48M | 0.02% | −18,220−13.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,191 | $9.49M | 0.04% | −168,738−59.4% | Reduced |
| Arizona State Retirement System | 116,431 | $9.59M | 0.08% | −509−0.4% | Reduced |
| Amalgamated Bank | 116,899 | $9.63M | 0.08% | −2,729−2.3% | Reduced |
| LPL Financial LLC | 123,254 | $10.2M | 0.01% | +3,287+2.7% | Added |
| Blueshift Asset Management, LLC | 124,515 | $10.3M | 0.57% | +124,515 | New |
| Robeco Institutional Asset Management B.V. | 124,523 | $10.3M | 0.02% | +10,974+9.7% | Added |
| ProShare Advisors LLC | 124,751 | $10.3M | 0.03% | −10,852−8.0% | Reduced |
| American International Group, Inc. | 126,192 | $10.4M | 0.06% | −1,187−0.9% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 127,501 | $10.5M | 0.82% | −125,000−49.5% | Reduced |
| KBC Group NV | 130,493 | $10.8M | 0.04% | −41,725−24.2% | Reduced |
| Calamos Advisors LLC | 137,967 | $11.4M | 0.05% | +12,014+9.5% | Added |
| NN Investment Partners Holdings N.V. | 139,461 | $11.5M | 0.06% | +96,765+226.6% | Added |
| First Trust Advisors LP | 139,840 | $11.5M | 0.01% | +67,568+93.5% | Added |
| Handelsbanken Fonder AB | 142,161 | $11.7M | 0.06% | +7,445+5.5% | Added |
| Cannell Peter B & Co Inc | 142,292 | $11.7M | 0.36% | −2,517−1.7% | Reduced |
| Royal London Asset Management Ltd | 151,134 | $12.4M | 0.05% | −2,142−1.4% | Reduced |
| Keybank National Association | 151,877 | $12.5M | 0.05% | −2,904−1.9% | Reduced |
| Treasurer of the State of North Carolina | 158,543 | $13.1M | 0.08% | +6,949+4.6% | Added |
| Citadel Advisors LLC | 159,103 | $13.1M | 0.01% | −35,301−18.2% | Reduced |
| Millennium Management LLC | 167,941 | $13.8M | 0.02% | +98,202+140.8% | Added |
| Tredje AP-fonden | 169,555 | $14.0M | 0.29% | 00.0% | Unchanged |
| Voya Investment Management LLC | 169,871 | $14.0M | 0.03% | −22,894−11.9% | Reduced |
| Aviva PLC | 169,945 | $14.0M | 0.06% | −6,389−3.6% | Reduced |
| Janney Montgomery Scott LLC | 172,063 | $14.2M | 0.06% | −19,911−10.4% | Reduced |
| Stifel Financial Corp | 173,602 | $14.3M | 0.02% | −7,902−4.4% | Reduced |
| Allianz Asset Management GmbH | 177,870 | $14.7M | 0.01% | −102,573−36.6% | Reduced |
| Oppenheimer Asset Management Inc. | 188,040 | $15.5M | 0.22% | −11,380−5.7% | Reduced |
| AQR Capital Management LLC | 189,629 | $15.6M | 0.03% | +8,173+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,186 | $15.7M | 0.03% | +27,303+16.8% | Added |
| Van Eck Associates Corp | 193,144 | $15.9M | 0.04% | +51,876+36.7% | Added |
| TD Asset Management Inc | 196,111 | $16.2M | 0.02% | −2,298−1.2% | Reduced |
| Alberta Investment Management Corp | 200,000 | $16.5M | 0.14% | +200,000 | New |
| Storebrand Asset Management AS | 200,003 | $16.5M | 0.08% | −553−0.3% | Reduced |
| Tekla Capital Management LLC | 203,083 | $16.7M | 0.54% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 212,585 | $17.5M | 0.04% | +13,194+6.6% | Added |
| Davis Selected Advisers | 213,800 | $17.6M | 0.08% | −31,250−12.8% | Reduced |
| Sandler Capital Management | 215,490 | $17.8M | 2.06% | +16,650+8.4% | Added |
| Guggenheim Capital LLC | 217,205 | $17.9M | 0.11% | −130,530−37.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 217,573 | $17.9M | 0.10% | −6,318−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 221,421 | $18.2M | 0.04% | −267,503−54.7% | Reduced |
| Toronto Dominion Bank | 234,595 | $19.3M | 0.03% | −78,189−25.0% | Reduced |
| DekaBank Deutsche Girozentrale | 234,599 | $19.9M | 0.06% | +26,761+12.9% | Added |
| Comerica Bank | 242,203 | $20.0M | 0.12% | +110,182+83.5% | Added |
| Virginia Retirement Systems Et Al | 254,433 | $21.0M | 0.21% | −3,500−1.4% | Reduced |
| Impax Asset Management Group plc | 256,505 | $21.1M | 0.09% | +5,187+2.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 263,898 | $21.7M | 0.08% | −6,719−2.5% | Reduced |
| AMF Pensionsforsakring AB | 266,411 | $22.0M | 0.16% | −19,535−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 268,781 | $22.1M | 0.02% | −9,115−3.3% | Reduced |
| CIBC World Markets Corp | 268,984 | $22.2M | 0.15% | +79,095+41.7% | Added |
| Chilton Capital Management LLC | 283,542 | $23.4M | 1.33% | +7,893+2.9% | Added |
| Nisa Investment Advisors, LLC | 284,434 | $23.4M | 0.14% | +2,804+1.0% | Added |
| 1832 Asset Management L.P. | 281,714 | $23.8M | 0.04% | −39,739−12.4% | Reduced |
| Presima Inc. | 299,850 | $24.7M | 4.42% | −82,300−21.5% | Reduced |
| Franklin Resources Inc | 316,735 | $26.1M | 0.01% | +44,304+16.3% | Added |
| State of Alaska, Department of Revenue | 323,443 | $26.6M | 0.27% | +40,254+14.2% | Added |
| Bowen Hanes & Co Inc | 332,943 | $27.4M | 0.84% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 338,845 | $27.9M | 0.14% | +27,145+8.7% | Added |
| Westpac Banking Corp | 342,819 | $28.2M | 0.30% | −272,514−44.3% | Reduced |
| Macquarie Group Ltd | 355,687 | $29.3M | 0.02% | −1,830,961−83.7% | Reduced |
| Hazelview Securities Inc. | 360,018 | $30.2M | 3.86% | −19,985−5.3% | Reduced |
| LMR Partners LLP | 367,235 | $30.3M | 0.42% | +367,235 | New |
| Victory Capital Management Inc | 373,390 | $30.8M | 0.03% | +5,713+1.6% | Added |
| Raymond James & Associates | 395,330 | $32.6M | 0.03% | +13,873+3.6% | Added |
| Securian Asset Management, Inc | 407,748 | $33.6M | 0.69% | −41,800−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 409,353 | $33.7M | 0.03% | +3,157+0.8% | Added |
| Cambiar Investors LLC | 413,607 | $34.1M | 1.17% | +439+0.1% | Added |
| Retirement Systems of Alabama | 429,867 | $35.4M | 0.13% | −9,424−2.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 430,558 | $35.5M | 2.18% | +11,417+2.7% | Added |
| Janus Henderson Group PLC | 432,407 | $35.6M | 0.02% | +119,461+38.2% | Added |
| Envestnet Asset Management Inc | 433,429 | $35.7M | 0.02% | −12,913−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 439,441 | $36.2M | 0.08% | −386,264−46.8% | Reduced |
| AXA S.A. | 439,830 | $36.2M | 0.10% | −325,171−42.5% | Reduced |
| Nomura Asset Management Co Ltd | 443,553 | $36.5M | 0.21% | +4,191+1.0% | Added |
| Adage Capital Partners GP, L.L.C. | 444,906 | $36.7M | 0.07% | −6,500−1.4% | Reduced |
| New York State Teachers Retirement System | 457,667 | $37.7M | 0.08% | −5,892−1.3% | Reduced |
| Swedbank AB | 463,992 | $38.2M | 0.07% | −18,580−3.9% | Reduced |
| State of Wisconsin Investment Board | 493,122 | $40.6M | 0.08% | +174,829+54.9% | Added |
| State of New Jersey Common Pension Fund D | 505,458 | $41.6M | 0.13% | +10,710+2.2% | Added |
| New York State Common Retirement Fund | 506,335 | $41.7M | 0.04% | +20,737+4.3% | Added |
| State Board of Administration of Florida Retirement System | 523,935 | $43.2M | 0.08% | −12,971−2.4% | Reduced |
| CORDA Investment Management, LLC. | 525,561 | $43.3M | 3.77% | −6,540−1.2% | Reduced |
| Royal Bank of Canada | 542,727 | $44.7M | 0.01% | −61,448−10.2% | Reduced |
| Great West Life Assurance Co | 581,012 | $48.2M | 0.11% | +65,049+12.6% | Added |
| Factory Mutual Insurance Co | 601,024 | $49.5M | 0.62% | −10,000−1.6% | Reduced |
| HealthCor Management, L.P. | 617,480 | $50.9M | 2.21% | +182,890+42.1% | Added |
| Barclays PLC | 629,670 | $51.9M | 0.04% | −69,637−10.0% | Reduced |
| Natixis | 630,295 | $51.9M | 0.18% | +630,295 | New |
| Public Employees Retirement System of Ohio | 665,670 | $54.9M | 0.19% | −10,903−1.6% | Reduced |
| Epoch Investment Partners, Inc. | 677,132 | $55.8M | 0.31% | −106,543−13.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 686,642 | $56.6M | 0.09% | −8,427−1.2% | Reduced |
| Rhumbline Advisers | 695,802 | $57.3M | 0.08% | −20,079−2.8% | Reduced |
| National Pension Service | 701,340 | $57.8M | 0.11% | −33,693−4.6% | Reduced |
| California State Teachers Retirement System | 735,207 | $60.6M | 0.08% | −25,387−3.3% | Reduced |
| HSBC Holdings PLC | 782,930 | $65.1M | 0.07% | −287,893−26.9% | Reduced |
| FIL Ltd | 792,648 | $65.3M | 0.07% | −93,605−10.6% | Reduced |