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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 63,698 | $5.25M | 0.37% | +853+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,005 | $5.19M | 0.12% | +2,085+3.4% | Added |
| KMG Fiduciary Partners, LLC | 60,149 | $4.96M | 0.84% | −4,258−6.6% | Reduced |
| DuPont Capital Management Corp | 59,701 | $4.92M | 0.15% | −15,538−20.7% | Reduced |
| Lincluden Management Ltd | 58,902 | $4.85M | 0.49% | −27,143−31.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,257 | $4.72M | 0.10% | +27,016+89.3% | Added |
| Private Asset Management Inc | 56,363 | $4.64M | 0.63% | −1,810−3.1% | Reduced |
| Sarasin & Partners LLP | 56,328 | $4.64M | 0.05% | +1,794+3.3% | Added |
| Private Advisor Group, LLC | 56,198 | $4.63M | 0.03% | +25,618+83.8% | Added |
| IFM Investors Pty Ltd | 55,195 | $4.55M | 0.09% | +299+0.5% | Added |
| Garland Capital Management Inc | 54,195 | $4.47M | 3.20% | −200−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,954 | $4.36M | 0.05% | +643+1.2% | Added |
| Achmea Investment Management B.V. | 52,351 | $4.31M | 0.13% | +854+1.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 52,216 | $4.30M | 2.65% | −3,879−6.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,224 | $4.14M | 0.01% | +8,166+19.4% | Added |
| Squarepoint Ops LLC | 50,103 | $4.13M | 0.03% | +44,055+728.4% | Added |
| Susquehanna International Group, LLP | 49,759 | $4.10M | 0.01% | −68,215−57.8% | Reduced |
| ING Groep NV | 49,610 | $4.09M | 0.05% | −8,263−14.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 49,110 | $4.05M | 0.06% | +596+1.2% | Added |
| Windward Capital Management Co | 49,074 | $4.04M | 0.37% | +204+0.4% | Added |
| HGK Asset Management Inc | 48,274 | $3.98M | 1.31% | −6,563−12.0% | Reduced |
| Hartford Investment Management Co | 46,881 | $3.86M | 0.11% | −4,502−8.8% | Reduced |
| First Republic Investment Management, Inc. | 46,373 | $3.82M | 0.01% | +7,026+17.9% | Added |
| Mackenzie Financial Corp | 46,225 | $3.81M | 0.01% | +15,817+52.0% | Added |
| Wolverine Trading, LLC | 45,285 | $3.79M | 0.08% | +34,154+306.8% | Added |
| Peapack Gladstone Financial Corp | 46,035 | $3.79M | 0.08% | −1,816−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 45,705 | $3.77M | 0.05% | +45,705 | New |
| Gateway Investment Advisers LLC | 45,624 | $3.76M | 0.04% | −67−0.1% | Reduced |
| Andra AP-fonden | 45,500 | $3.75M | 0.08% | −2,900−6.0% | Reduced |
| Advisors Asset Management, Inc. | 45,294 | $3.73M | 0.06% | −3,730−7.6% | Reduced |
| Norinchukin Bank, The | 45,039 | $3.71M | 0.05% | +3,103+7.4% | Added |
| Profund Advisors LLC | 44,414 | $3.66M | 0.12% | +26,827+152.5% | Added |
| US Bancorp | 43,389 | $3.57M | 0.01% | +2,028+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 41,997 | $3.46M | 0.02% | −1,044−2.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 40,953 | $3.38M | 0.29% | −1,994−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 40,911 | $3.37M | 0.12% | +40,911 | New |
| M&T Bank Corp | 39,418 | $3.25M | 0.01% | +886+2.3% | Added |
| Jane Street Group, LLC | 39,009 | $3.21M | 0.01% | +24,494+168.7% | Added |
| Nordea Investment Management AB | 37,573 | $3.15M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37,965 | $3.13M | 0.01% | −962−2.5% | Reduced |
| CIBC Asset Management Inc | 37,858 | $3.12M | 0.01% | +1,179+3.2% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.03M | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 36,558 | $3.01M | 0.21% | +688+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 36,170 | $2.98M | 0.68% | −15,800−30.4% | Reduced |
| Candriam Luxembourg S.C.A. | 36,129 | $2.98M | 0.02% | −28,127−43.8% | Reduced |
| SG3 Management, LLC | 35,600 | $2.93M | 1.04% | +35,600 | New |
| Ensign Peak Advisors, Inc | 35,543 | $2.93M | 0.01% | −2,691−7.0% | Reduced |
| Rainey & Randall Investment Management Inc. | 35,333 | $2.91M | 1.39% | +24+0.1% | Added |
| Oregon Public Employees Retirement Fund | 34,958 | $2.88M | 0.03% | +364+1.1% | Added |
| Fifth Third Bancorp | 34,727 | $2.86M | 0.01% | +4,959+16.7% | Added |
| United Capital Financial Advisers, LLC | 34,457 | $2.84M | 0.01% | +1,019+3.0% | Added |
| Cetera Advisor Networks LLC | 34,422 | $2.84M | 0.04% | −2,892−7.8% | Reduced |
| Callahan Advisors, LLC | 34,207 | $2.82M | 0.36% | +2,194+6.9% | Added |
| Wealthfront Advisers LLC | 33,953 | $2.80M | 0.01% | +7,865+30.1% | Added |
| Fma Advisory Inc | 33,329 | $2.75M | 1.02% | +614+1.9% | Added |
| Pensionfund Sabic | 33,259 | $2.74M | 0.58% | −1,000−2.9% | Reduced |
| Maryland State Retirement & Pension System | 32,026 | $2.68M | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,388 | $2.67M | 0.01% | +5,720+21.4% | Added |
| Ancora Advisors, LLC | 32,109 | $2.65M | 0.07% | −8,374−20.7% | 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 |
| Vident Investment Advisory, LLC | 31,998 | $2.63M | 0.08% | −5,177−13.9% | Reduced |
| Bard Financial Services, Inc. | 31,160 | $2.57M | 0.23% | −9,450−23.3% | Reduced |
| Moody National Bank Trust Division | 30,910 | $2.55M | 0.04% | −45−0.1% | Reduced |
| AIA Group Ltd | 30,769 | $2.54M | 0.14% | +30,769 | New |
| Pinebridge Investments, L.P. | 30,653 | $2.53M | 0.03% | +5,602+22.4% | Added |
| Elo Mutual Pension Insurance Co | 29,314 | $2.42M | 0.08% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 32,358 | $2.38M | 0.10% | +32,358 | New |
| Oppenheimer & Co Inc | 28,251 | $2.33M | 0.04% | −2,014−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 28,060 | $2.31M | 0.06% | +12,880+84.8% | Added |
| Pendal Group Limited | 27,988 | $2.31M | 0.02% | −5,786−17.1% | Reduced |
| American National Insurance Co | 27,535 | $2.27M | 0.09% | −45−0.2% | Reduced |
| New Mexico Educational Retirement Board | 27,348 | $2.25M | 0.08% | −500−1.8% | Reduced |
| Rafferty Asset Management, LLC | 26,976 | $2.22M | 0.02% | −18,672−40.9% | Reduced |
| Creative Planning | 26,926 | $2.22M | 0.00% | +2,418+9.9% | Added |
| Capital Investment Advisors, LLC | 26,874 | $2.21M | 0.07% | −304−1.1% | Reduced |
| Blair William & Co | 26,775 | $2.21M | 0.01% | +697+2.7% | Added |
| Pacer Advisors, Inc. | 26,417 | $2.18M | 0.03% | +4,649+21.4% | Added |
| Commerce Bank | 26,371 | $2.17M | 0.02% | +2,363+9.8% | Added |
| Stephens Inc | 26,298 | $2.17M | 0.03% | −2,386−8.3% | Reduced |
| Louisiana State Employees Retirement System | 26,300 | $2.17M | 0.05% | +300+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,207 | $2.16M | 0.03% | +15,914+154.6% | Added |
| Edmond de Rothschild Holding S.A. | 25,390 | $2.09M | 0.05% | −952−3.6% | Reduced |
| Point72 Hong Kong Ltd | 25,200 | $2.08M | 0.16% | +25,200 | New |
| Mercer Global Advisors Inc | 24,744 | $2.04M | 0.01% | +4,379+21.5% | Added |
| Strategic Wealth Advisors Group, LLC | 24,532 | $2.02M | 0.10% | +578+2.4% | Added |
| Echo Street Capital Management LLC | 24,524 | $2.02M | 0.01% | +24,524 | New |
| Kentucky Retirement Systems | 24,340 | $2.01M | 0.09% | +27+0.1% | Added |
| Boston Family Office LLC | 24,171 | $1.99M | 0.14% | −278−1.1% | Reduced |
| XML Financial, LLC | 23,941 | $1.97M | 0.26% | +23,941 | New |
| ProVise Management Group, LLC | 22,903 | $1.89M | 0.19% | +22+0.1% | Added |
| Busey Wealth Management | 22,688 | $1.87M | 0.08% | −2,544−10.1% | Reduced |
| Kestra Advisory Services, LLC | 22,536 | $1.86M | 0.02% | +22,536 | New |
| PFG Advisors | 22,389 | $1.84M | 0.21% | −655−2.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,989 | $1.81M | 0.04% | +3,029+16.0% | Added |
| Mariner, LLC | 21,617 | $1.78M | 0.01% | +2,415+12.6% | Added |
| Xponance, Inc. | 21,372 | $1.76M | 0.03% | −1,793−7.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,323 | $1.76M | 0.12% | −1,919−8.3% | Reduced |
| Crossmark Global Holdings, Inc. | 21,050 | $1.74M | 0.04% | −90−0.4% | Reduced |
| Summit Place Financial Advisors, LLC | 20,860 | $1.72M | 1.25% | +50.0% | Added |