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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 338,845 | $27.9M | 0.14% | +27,145+8.7% | Added |
| Bowen Hanes & Co Inc | 332,943 | $27.4M | 0.84% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 323,443 | $26.6M | 0.27% | +40,254+14.2% | Added |
| Franklin Resources Inc | 316,735 | $26.1M | 0.01% | +44,304+16.3% | Added |
| Presima Inc. | 299,850 | $24.7M | 4.42% | −82,300−21.5% | Reduced |
| 1832 Asset Management L.P. | 281,714 | $23.8M | 0.04% | −39,739−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 284,434 | $23.4M | 0.14% | +2,804+1.0% | Added |
| Chilton Capital Management LLC | 283,542 | $23.4M | 1.33% | +7,893+2.9% | Added |
| CIBC World Markets Corp | 268,984 | $22.2M | 0.15% | +79,095+41.7% | Added |
| The PNC Financial Services Group, Inc. | 268,781 | $22.1M | 0.02% | −9,115−3.3% | Reduced |
| AMF Pensionsforsakring AB | 266,411 | $22.0M | 0.16% | −19,535−6.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 263,898 | $21.7M | 0.08% | −6,719−2.5% | Reduced |
| Impax Asset Management Group plc | 256,505 | $21.1M | 0.09% | +5,187+2.1% | Added |
| Virginia Retirement Systems Et Al | 254,433 | $21.0M | 0.21% | −3,500−1.4% | Reduced |
| Comerica Bank | 242,203 | $20.0M | 0.12% | +110,182+83.5% | Added |
| DekaBank Deutsche Girozentrale | 234,599 | $19.9M | 0.06% | +26,761+12.9% | Added |
| Toronto Dominion Bank | 234,595 | $19.3M | 0.03% | −78,189−25.0% | Reduced |
| BNP Paribas Arbitrage, SA | 221,421 | $18.2M | 0.04% | −267,503−54.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 217,573 | $17.9M | 0.10% | −6,318−2.8% | Reduced |
| Guggenheim Capital LLC | 217,205 | $17.9M | 0.11% | −130,530−37.5% | Reduced |
| Sandler Capital Management | 215,490 | $17.8M | 2.06% | +16,650+8.4% | Added |
| Davis Selected Advisers | 213,800 | $17.6M | 0.08% | −31,250−12.8% | Reduced |
| Thrivent Financial for Lutherans | 212,585 | $17.5M | 0.04% | +13,194+6.6% | Added |
| Tekla Capital Management LLC | 203,083 | $16.7M | 0.54% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 200,003 | $16.5M | 0.08% | −553−0.3% | Reduced |
| Alberta Investment Management Corp | 200,000 | $16.5M | 0.14% | +200,000 | New |
| TD Asset Management Inc | 196,111 | $16.2M | 0.02% | −2,298−1.2% | Reduced |
| Van Eck Associates Corp | 193,144 | $15.9M | 0.04% | +51,876+36.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,186 | $15.7M | 0.03% | +27,303+16.8% | Added |
| AQR Capital Management LLC | 189,629 | $15.6M | 0.03% | +8,173+4.5% | Added |
| Oppenheimer Asset Management Inc. | 188,040 | $15.5M | 0.22% | −11,380−5.7% | Reduced |
| Allianz Asset Management GmbH | 177,870 | $14.7M | 0.01% | −102,573−36.6% | Reduced |
| Stifel Financial Corp | 173,602 | $14.3M | 0.02% | −7,902−4.4% | Reduced |
| Janney Montgomery Scott LLC | 172,063 | $14.2M | 0.06% | −19,911−10.4% | Reduced |
| Aviva PLC | 169,945 | $14.0M | 0.06% | −6,389−3.6% | Reduced |
| Voya Investment Management LLC | 169,871 | $14.0M | 0.03% | −22,894−11.9% | Reduced |
| Tredje AP-fonden | 169,555 | $14.0M | 0.29% | 00.0% | Unchanged |
| Millennium Management LLC | 167,941 | $13.8M | 0.02% | +98,202+140.8% | Added |
| Citadel Advisors LLC | 159,103 | $13.1M | 0.01% | −35,301−18.2% | Reduced |
| Treasurer of the State of North Carolina | 158,543 | $13.1M | 0.08% | +6,949+4.6% | Added |
| Keybank National Association | 151,877 | $12.5M | 0.05% | −2,904−1.9% | Reduced |
| Royal London Asset Management Ltd | 151,134 | $12.4M | 0.05% | −2,142−1.4% | Reduced |
| Cannell Peter B & Co Inc | 142,292 | $11.7M | 0.36% | −2,517−1.7% | Reduced |
| Handelsbanken Fonder AB | 142,161 | $11.7M | 0.06% | +7,445+5.5% | Added |
| First Trust Advisors LP | 139,840 | $11.5M | 0.01% | +67,568+93.5% | Added |
| NN Investment Partners Holdings N.V. | 139,461 | $11.5M | 0.06% | +96,765+226.6% | Added |
| Calamos Advisors LLC | 137,967 | $11.4M | 0.05% | +12,014+9.5% | Added |
| KBC Group NV | 130,493 | $10.8M | 0.04% | −41,725−24.2% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 127,501 | $10.5M | 0.82% | −125,000−49.5% | Reduced |
| American International Group, Inc. | 126,192 | $10.4M | 0.06% | −1,187−0.9% | Reduced |
| ProShare Advisors LLC | 124,751 | $10.3M | 0.03% | −10,852−8.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 124,523 | $10.3M | 0.02% | +10,974+9.7% | Added |
| Blueshift Asset Management, LLC | 124,515 | $10.3M | 0.57% | +124,515 | New |
| LPL Financial LLC | 123,254 | $10.2M | 0.01% | +3,287+2.7% | Added |
| Amalgamated Bank | 116,899 | $9.63M | 0.08% | −2,729−2.3% | Reduced |
| Arizona State Retirement System | 116,431 | $9.59M | 0.08% | −509−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,191 | $9.49M | 0.04% | −168,738−59.4% | Reduced |
| Truist Financial Corp | 115,113 | $9.48M | 0.02% | −18,220−13.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,293 | $9.34M | 0.09% | −6,400−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 110,262 | $9.09M | 0.02% | −702−0.6% | Reduced |
| Trust Co of Toledo NA | 106,163 | $8.75M | 1.43% | −547−0.5% | Reduced |
| State of Michigan Retirement System | 106,096 | $8.74M | 0.05% | +1,100+1.0% | Added |
| Maryland Capital Management | 104,612 | $8.62M | 0.52% | +3,979+4.0% | Added |
| Credit Agricole S A | 102,490 | $8.45M | 0.30% | −390−0.4% | Reduced |
| USS Investment Management Ltd | 101,779 | $8.38M | 0.07% | +92,179+960.2% | Added |
| Advisor Group Holdings, Inc. | 98,712 | $8.15M | 0.02% | −807−0.8% | Reduced |
| MetLife Investment Management | 95,440 | $7.86M | 0.07% | −1,359−1.4% | Reduced |
| Venture Visionary Partners LLC | 92,241 | $7.60M | 0.54% | +814+0.9% | Added |
| Public Sector Pension Investment Board | 91,409 | $7.53M | 0.04% | +5,060+5.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 90,949 | $7.49M | 0.04% | −110.0% | Reduced |
| Forsta Ap-Fonden | 90,700 | $7.47M | 0.08% | −8,900−8.9% | Reduced |
| Central Trust Co | 90,663 | $7.47M | 0.27% | −2,759−3.0% | Reduced |
| TCW Group Inc | 90,210 | $7.43M | 0.07% | −29,050−24.4% | Reduced |
| M&G Investment Management Ltd | 89,163 | $7.31M | 0.04% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 87,953 | $7.25M | 0.92% | +5,200+6.3% | Added |
| Korea Investment CORP | 84,400 | $6.96M | 0.02% | −83,900−49.9% | Reduced |
| Manning & Napier Group, LLC | 84,133 | $6.93M | 0.06% | +13,495+19.1% | Added |
| Gulf International Bank (UK) Ltd | 83,502 | $6.88M | 0.09% | −1,042−1.2% | Reduced |
| Nissay Asset Management Corp | 80,413 | $6.63M | 0.06% | −9,847−10.9% | Reduced |
| D. E. Shaw & Co., Inc. | 79,665 | $6.56M | 0.01% | −15,929−16.7% | Reduced |
| Mutual of America Capital Management LLC | 78,846 | $6.50M | 0.06% | +881+1.1% | Added |
| Metropolitan Life Insurance Co | 77,843 | $6.41M | 0.09% | +470+0.6% | Added |
| Natixis Advisors, L.P. | 77,379 | $6.38M | 0.03% | −4,639−5.7% | Reduced |
| British Columbia Investment Management Corp | 77,136 | $6.36M | 0.04% | +380.0% | Added |
| Utah Retirement Systems | 76,403 | $6.30M | 0.09% | −3,200−4.0% | Reduced |
| Eii Capital Management, Inc. | 75,300 | $6.21M | 2.93% | −4,806−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 75,242 | $6.20M | 0.09% | +20,498+37.4% | Added |
| Public Employees Retirement Association of Colorado | 75,202 | $6.20M | 0.03% | −126−0.2% | Reduced |
| Carret Asset Management, LLC | 74,758 | $6.16M | 0.74% | −1,285−1.7% | Reduced |
| B. Riley Wealth Management, Inc. | 74,139 | $6.11M | 0.47% | −1,472−1.9% | Reduced |
| State of Tennessee, Treasury Department | 70,546 | $5.81M | 0.02% | −3,822−5.1% | Reduced |
| APG Asset Management N.V. | 81,550 | $5.80M | 0.01% | +900+1.1% | Added |
| Bank of Nova Scotia | 70,025 | $5.77M | 0.01% | +16,393+30.6% | Added |
| DnB Asset Management AS | 69,560 | $5.73M | 0.04% | +2,367+3.5% | Added |
| Teacher Retirement System of Texas | 66,652 | $5.49M | 0.03% | +12,228+22.5% | Added |
| Texas Permanent School Fund | 65,279 | $5.38M | 0.07% | −4,083−5.9% | Reduced |
| Mackay Shields LLC | 64,591 | $5.32M | 0.05% | −1,162−1.8% | Reduced |
| Advisors Management Group Inc | 64,050 | $5.28M | 1.64% | +200.0% | Added |
| Azimuth Capital Management LLC | 63,966 | $5.27M | 0.23% | −1,437−2.2% | Reduced |
| Vestcor Inc | 63,740 | $5.25M | 0.19% | +17,176+36.9% | Added |