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, Q4 2021
Institutional positions in Welltower Inc. as of Dec 31, 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
- 807
- +59 vs. Q3 2021
- Shares held
- 426.3M
- +18.5M (+4.5%) vs. Q3 2021
- Total value
- $36.5B
- +$2.92B (+8.7%) vs. Q3 2021
- New holders
- 118
- 296 more added
- Sold out
- 59
- 259 more reduced
15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 68,821,686 | $5.90B | 0.13% | +1,801,505+2.7% | Added |
| BlackRock Inc. | 47,651,136 | $4.09B | 0.10% | +3,564,148+8.1% | Added |
| Cohen & Steers, Inc. | 34,432,881 | $2.95B | 4.80% | +6,643,837+23.9% | Added |
| State Street Corp | 27,618,866 | $2.37B | 0.11% | +2,569,041+10.3% | Added |
| FMR LLC | 15,708,993 | $1.35B | 0.10% | +3,869,169+32.7% | Added |
| Norges Bank | 15,559,841 | $1.33B | 0.27% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,815,380 | $1.10B | 0.10% | −6,848,472−34.8% | Reduced |
| Geode Capital Management, LLC | 9,150,392 | $783.1M | 0.09% | +438,977+5.0% | Added |
| Invesco Ltd. | 8,300,309 | $711.9M | 0.17% | −123,594−1.5% | Reduced |
| Daiwa Securities Group Inc. | 7,382,958 | $633.2M | 3.72% | +949,588+14.8% | Added |
| Resolution Capital Ltd | 7,339,252 | $629.5M | 7.14% | +641,905+9.6% | Added |
| Northern Trust Corp | 6,729,221 | $577.2M | 0.09% | −87,411−1.3% | Reduced |
| JPMorgan Chase & Co | 6,502,326 | $557.7M | 0.07% | +1,383,663+27.0% | Added |
| Dimensional Fund Advisors LP | 5,983,037 | $513.2M | 0.16% | −860.0% | Reduced |
| Legal & General Group Plc | 5,374,772 | $461.0M | 0.14% | +87,639+1.7% | Added |
| Deutsche Bank AG | 5,071,803 | $435.0M | 0.20% | +202,582+4.2% | Added |
| Morgan Stanley | 4,940,261 | $423.7M | 0.05% | +566,660+13.0% | Added |
| PGGM Investments | 4,816,404 | $413.1M | 2.06% | −4,058−0.1% | Reduced |
| Principal Financial Group Inc | 4,572,003 | $391.9M | 0.23% | −1,251,273−21.5% | Reduced |
| Nuveen Asset Management, LLC | 4,219,165 | $361.9M | 0.11% | +229,781+5.8% | Added |
| UBS Asset Management Americas Inc | 4,186,001 | $359.0M | 0.14% | +704,299+20.2% | Added |
| Charles Schwab Investment Management Inc | 4,110,249 | $352.5M | 0.10% | +197,780+5.1% | Added |
| Wellington Management Group LLP | 4,103,712 | $352.0M | 0.06% | −258,944−5.9% | Reduced |
| Bank of New York Mellon Corp | 3,932,036 | $337.3M | 0.06% | −236,828−5.7% | Reduced |
| Zimmer Partners, LP | 3,662,500 | $314.1M | 4.69% | +131,823+3.7% | Added |
| Boston Partners | 3,222,951 | $276.4M | 0.33% | −25,897−0.8% | Reduced |
| Goldman Sachs Group Inc | 3,127,385 | $268.2M | 0.07% | +1,332,620+74.3% | Added |
| Ameriprise Financial Inc | 2,906,152 | $241.3M | 0.07% | +153,052+5.6% | Added |
| Centersquare Investment Management LLC | 2,738,544 | $234.9M | 2.13% | −1,109,131−28.8% | Reduced |
| Credit Agricole S A | 2,706,538 | $232.1M | 7.79% | +2,604,048+2,540.8% | Added |
| Prudential Financial Inc | 2,817,786 | $227.5M | 0.28% | −143,085−4.8% | Reduced |
| Russell Investments Group, Ltd. | 2,568,627 | $220.3M | 0.35% | +147,411+6.1% | Added |
| Bank of America Corp | 2,492,860 | $213.8M | 0.02% | +146,904+6.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,280,089 | $195.6M | 0.12% | −354,511−13.5% | Reduced |
| American Century Companies Inc | 1,831,147 | $157.1M | 0.10% | +64,866+3.7% | Added |
| Brookfield Asset Management Inc. | 1,765,023 | $151.4M | 0.59% | −116,689−6.2% | Reduced |
| SEI Investments Co | 1,673,610 | $143.5M | 0.27% | +133,616+8.7% | Added |
| Cullen Capital Management LLC | 1,637,553 | $140.5M | 1.32% | −82,839−4.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,615,722 | $138.6M | 1.63% | +111,080+7.4% | Added |
| Swiss National Bank | 1,606,080 | $137.8M | 0.08% | −44,800−2.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,530,652 | $131.3M | 0.07% | +113,183+8.0% | Added |
| Canada Pension Plan Investment Board | 1,508,797 | $129.4M | 0.14% | +111,919+8.0% | Added |
| AMP Capital Investors Ltd | 1,463,743 | $125.6M | 3.55% | −180,266−11.0% | Reduced |
| Adelante Capital Management LLC | 1,342,681 | $115.2M | 5.11% | −63,496−4.5% | Reduced |
| Aew Capital Management L P | 1,334,307 | $114.4M | 2.98% | −210,100−13.6% | Reduced |
| Massachusetts Financial Services Co | 1,291,216 | $110.7M | 0.03% | −531,353−29.2% | Reduced |
| Heitman Real Estate Securities LLC | 1,279,523 | $109.7M | 4.91% | −117,546−8.4% | Reduced |
| Neuberger Berman Group LLC | 1,264,402 | $108.2M | 0.08% | +244,196+23.9% | Added |
| Wells Fargo & Company | 1,197,655 | $102.7M | 0.03% | −178,584−13.0% | Reduced |
| Schroder Investment Management Group | 1,194,509 | $102.5M | 0.14% | +327,912+37.8% | Added |
| Amundi | 1,124,687 | $98.6M | 0.06% | −57,243−4.8% | Reduced |
| Alliancebernstein L.P. | 1,140,621 | $97.8M | 0.03% | −112,288−9.0% | Reduced |
| Cbre Clarion Securities LLC | 1,126,384 | $96.6M | 1.38% | −333,050−22.8% | Reduced |
| Pictet Asset Management SA | 1,088,542 | $93.4M | 0.09% | +55,644+5.4% | Added |
| STRS Ohio | 1,087,344 | $93.3M | 0.32% | +69,242+6.8% | Added |
| Credit Suisse AG | 1,020,425 | $87.5M | 0.07% | +19,355+1.9% | Added |
| HSBC Holdings PLC | 999,149 | $85.8M | 0.09% | +216,219+27.6% | Added |
| California Public Employees Retirement System | 947,344 | $81.3M | 0.05% | −6,002−0.6% | Reduced |
| Citigroup Inc | 933,272 | $80.0M | 0.07% | −92,751−9.0% | Reduced |
| Asset Management One Co.,Ltd. | 903,188 | $76.9M | 0.27% | +46,188+5.4% | Added |
| Standard Life Aberdeen plc | 875,209 | $75.1M | 0.16% | −100,745−10.3% | Reduced |
| Capitolis Advisors LLC | 815,720 | $70.0M | 0.42% | +815,720 | New |
| Lasalle Investment Management Securities LLC | 790,564 | $67.8M | 2.02% | −2,152−0.3% | Reduced |
| UBS Group AG | 763,285 | $65.5M | 0.03% | −368,180−32.5% | Reduced |
| FIL Ltd | 762,502 | $65.4M | 0.07% | −30,146−3.8% | Reduced |
| California State Teachers Retirement System | 757,709 | $65.0M | 0.08% | +22,502+3.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 747,484 | $64.2M | 0.09% | +60,842+8.9% | Added |
| Rhumbline Advisers | 715,100 | $61.3M | 0.08% | +19,298+2.8% | Added |
| Great West Life Assurance Co | 692,677 | $59.3M | 0.12% | +111,665+19.2% | Added |
| National Pension Service | 674,084 | $57.8M | 0.10% | −27,256−3.9% | Reduced |
| Epoch Investment Partners, Inc. | 674,008 | $57.8M | 0.29% | −3,124−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 642,871 | $55.1M | 0.19% | −22,799−3.4% | Reduced |
| Bank of Montreal | 633,728 | $54.4M | 0.03% | −152,473−19.4% | Reduced |
| Barclays PLC | 627,655 | $53.8M | 0.03% | −2,015−0.3% | Reduced |
| Royal Bank of Canada | 589,128 | $50.5M | 0.01% | +46,401+8.5% | Added |
| State of New Jersey Common Pension Fund D | 531,137 | $45.6M | 0.13% | +25,679+5.1% | Added |
| Allianz Asset Management GmbH | 529,001 | $45.4M | 0.03% | +351,131+197.4% | Added |
| State Board of Administration of Florida Retirement System | 524,686 | $45.0M | 0.08% | +751+0.1% | Added |
| New York State Common Retirement Fund | 520,737 | $44.7M | 0.04% | +14,402+2.8% | Added |
| CORDA Investment Management, LLC. | 520,205 | $44.6M | 3.51% | −5,356−1.0% | Reduced |
| Tobias Financial Advisors, Inc. | 520,205 | $44.6M | 3.51% | +520,205 | New |
| State of Wisconsin Investment Board | 490,142 | $42.0M | 0.08% | −2,980−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 480,000 | $41.6M | 0.31% | +195,566+68.8% | Added |
| Nomura Asset Management Co Ltd | 476,649 | $40.9M | 0.21% | +33,096+7.5% | Added |
| Factory Mutual Insurance Co | 478,300 | $40.6M | 0.59% | −122,724−20.4% | Reduced |
| Envestnet Asset Management Inc | 470,792 | $40.4M | 0.02% | +37,363+8.6% | Added |
| Adage Capital Partners GP, L.L.C. | 463,806 | $39.8M | 0.07% | +18,900+4.2% | Added |
| New York State Teachers Retirement System | 459,010 | $39.4M | 0.08% | +1,343+0.3% | Added |
| AXA S.A. | 438,983 | $37.7M | 0.10% | −847−0.2% | Reduced |
| First Trust Advisors LP | 432,689 | $37.1M | 0.04% | +292,849+209.4% | Added |
| Retirement Systems of Alabama | 430,490 | $36.9M | 0.13% | +623+0.1% | Added |
| Westpac Banking Corp | 425,738 | $36.2M | 0.38% | +82,919+24.2% | Added |
| Raymond James & Associates | 418,325 | $35.9M | 0.03% | +22,995+5.8% | Added |
| Uniplan Investment Counsel, Inc. | 413,274 | $35.4M | 1.98% | −17,284−4.0% | Reduced |
| Swedbank AB | 411,914 | $35.4M | 0.06% | −52,078−11.2% | Reduced |
| Cambiar Investors LLC | 410,184 | $35.2M | 1.21% | −3,423−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 400,280 | $34.3M | 0.02% | −9,073−2.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 384,118 | $32.9M | 0.13% | +45,273+13.4% | Added |
| Hazelview Securities Inc. | 383,918 | $32.8M | 4.13% | +23,900+6.6% | Added |
| Victory Capital Management Inc | 376,343 | $32.3M | 0.03% | +2,953+0.8% | Added |