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 |
|---|---|---|---|---|---|
| Lasalle Investment Management Securities LLC | 792,716 | $65.3M | 2.12% | −8,888−1.1% | Reduced |
| Bank of Montreal | 786,201 | $65.9M | 0.03% | +82,294+11.7% | Added |
| Asset Management One Co.,Ltd. | 857,000 | $70.6M | 0.27% | −60,265−6.6% | Reduced |
| Schroder Investment Management Group | 866,597 | $71.4M | 0.11% | −88,431−9.3% | Reduced |
| California Public Employees Retirement System | 953,346 | $78.6M | 0.06% | +8,559+0.9% | Added |
| Standard Life Aberdeen plc | 975,954 | $80.8M | 0.18% | +53,521+5.8% | Added |
| Credit Suisse AG | 1,001,070 | $82.5M | 0.07% | −139,734−12.2% | 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 |
| Citigroup Inc | 1,026,023 | $84.5M | 0.08% | −126,385−11.0% | Reduced |
| Pictet Asset Management SA | 1,032,898 | $85.1M | 0.09% | +1,032,898 | New |
| UBS Group AG | 1,131,465 | $93.2M | 0.04% | +97,376+9.4% | Added |
| Amundi | 1,181,930 | $97.4M | 0.07% | −112,845−8.7% | Reduced |
| Alliancebernstein L.P. | 1,252,909 | $103.2M | 0.04% | −22,852−1.8% | Reduced |
| Wells Fargo & Company | 1,376,239 | $113.4M | 0.03% | +143,330+11.6% | Added |
| Canada Pension Plan Investment Board | 1,396,878 | $115.1M | 0.13% | +239,111+20.7% | Added |
| Heitman Real Estate Securities LLC | 1,397,069 | $115.1M | 5.24% | −411,504−22.8% | Reduced |
| Adelante Capital Management LLC | 1,406,177 | $115.9M | 5.89% | −24,604−1.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,417,469 | $116.8M | 0.07% | +46,942+3.4% | Added |
| Cbre Clarion Securities LLC | 1,459,434 | $120.3M | 2.12% | +188,463+14.8% | Added |
| Duff & Phelps Investment Management Co | 1,504,642 | $124.0M | 1.62% | −40,875−2.6% | Reduced |
| SEI Investments Co | 1,539,994 | $126.9M | 0.27% | +13,466+0.9% | Added |
| Aew Capital Management L P | 1,544,407 | $127.3M | 3.78% | −162,900−9.5% | Reduced |
| AMP Capital Investors Ltd | 1,644,009 | $135.6M | 0.75% | −355,339−17.8% | Reduced |
| Swiss National Bank | 1,650,880 | $136.0M | 0.09% | −51,000−3.0% | Reduced |
| Cullen Capital Management LLC | 1,720,392 | $141.8M | 1.39% | −253,667−12.9% | Reduced |
| American Century Companies Inc | 1,766,281 | $145.5M | 0.10% | +62,420+3.7% | Added |
| Goldman Sachs Group Inc | 1,794,765 | $147.9M | 0.04% | −235,556−11.6% | Reduced |
| Massachusetts Financial Services Co | 1,822,569 | $150.2M | 0.04% | +17,043+0.9% | Added |
| Brookfield Asset Management Inc. | 1,881,712 | $155.1M | 0.63% | −381,455−16.9% | Reduced |
| Bank of America Corp | 2,345,956 | $193.3M | 0.02% | +483,709+26.0% | Added |
| Russell Investments Group, Ltd. | 2,421,216 | $199.6M | 0.34% | +287,743+13.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,634,600 | $217.1M | 0.14% | +33,093+1.3% | Added |
| Ameriprise Financial Inc | 2,753,100 | $226.9M | 0.07% | −360,174−11.6% | Reduced |
| Prudential Financial Inc | 2,960,871 | $253.7M | 0.35% | +130,981+4.6% | Added |
| Boston Partners | 3,248,848 | $267.7M | 0.34% | +90,393+2.9% | Added |
| UBS Asset Management Americas Inc | 3,481,702 | $286.9M | 0.12% | +16,816+0.5% | Added |
| Zimmer Partners, LP | 3,530,677 | $290.9M | 4.61% | +793,177+29.0% | Added |
| Centersquare Investment Management LLC | 3,847,675 | $317.0M | 3.25% | −1,757,862−31.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,912,469 | $322.4M | 0.11% | +115,586+3.0% | Added |
| Nuveen Asset Management, LLC | 3,989,384 | $328.7M | 0.10% | −342,744−7.9% | Reduced |
| Bank of New York Mellon Corp | 4,168,864 | $343.5M | 0.07% | −117,279−2.7% | Reduced |
| Wellington Management Group LLP | 4,362,656 | $359.5M | 0.06% | +1,391,584+46.8% | Added |
| Morgan Stanley | 4,373,601 | $360.4M | 0.05% | −639,625−12.8% | Reduced |
| PGGM Investments | 4,820,462 | $397.2M | 2.05% | −3,304,661−40.7% | Reduced |
| Deutsche Bank AG | 4,869,221 | $401.2M | 0.19% | +360,391+8.0% | Added |
| JPMorgan Chase & Co | 5,118,663 | $421.8M | 0.06% | −2,839,088−35.7% | Reduced |
| Legal & General Group Plc | 5,287,133 | $435.7M | 0.14% | +144,816+2.8% | Added |
| Principal Financial Group Inc | 5,823,276 | $479.8M | 0.31% | −8,434,334−59.2% | Reduced |
| Dimensional Fund Advisors LP | 5,983,123 | $493.0M | 0.16% | +1,9870.0% | Added |
| Daiwa Securities Group Inc. | 6,433,370 | $530.1M | 3.48% | +1,721,116+36.5% | Added |
| Resolution Capital Ltd | 6,697,347 | $551.9M | 7.32% | −1,014,705−13.2% | Reduced |
| Northern Trust Corp | 6,816,632 | $561.7M | 0.10% | −11,122−0.2% | Reduced |
| Invesco Ltd. | 8,423,903 | $694.1M | 0.18% | +601,859+7.7% | Added |
| Geode Capital Management, LLC | 8,711,415 | $716.3M | 0.10% | +303,671+3.6% | Added |
| FMR LLC | 11,839,824 | $975.6M | 0.08% | +977,194+9.0% | Added |
| Norges Bank | 15,559,841 | $1.28B | 0.28% | +9,901,910+175.0% | Added |
| Price T Rowe Associates Inc | 19,663,852 | $1.62B | 0.15% | +232,840+1.2% | Added |
| State Street Corp | 25,049,825 | $2.06B | 0.11% | +629,128+2.6% | Added |
| Cohen & Steers, Inc. | 27,789,044 | $2.29B | 4.27% | +9,698,150+53.6% | Added |
| BlackRock Inc. | 44,086,988 | $3.63B | 0.10% | +376,865+0.9% | Added |
| Vanguard Group Inc | 67,020,181 | $5.52B | 0.14% | +654,671+1.0% | Added |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −336,630−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −290,000−100.0% | Sold out |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −104,500−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| RVB Capital Management LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,266−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −14,782−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,458−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −11,523−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −11,406−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |
| Te Ahumairangi Investment Management Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −8,056−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,992−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Essex Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |