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 |
|---|---|---|---|---|---|
| Hotaling Investment Management, LLC | 20,265 | $1.74M | 0.60% | +760+3.9% | Added |
| Ethic Inc. | 20,485 | $1.76M | 0.14% | −200−1.0% | Reduced |
| Raymond James Trust N.A. | 20,571 | $1.76M | 0.05% | +241+1.2% | Added |
| Bokf, NA | 20,994 | $1.80M | 0.03% | +1,182+6.0% | Added |
| Pendal Group Limited | 21,231 | $1.82M | 0.01% | −6,757−24.1% | Reduced |
| Summit Place Financial Advisors, LLC | 21,395 | $1.83M | 1.27% | +535+2.6% | Added |
| Busey Wealth Management | 21,721 | $1.86M | 0.07% | −967−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 21,804 | $1.87M | 0.05% | +2,600+13.5% | Added |
| HGI Capital Management, LLC | 22,049 | $1.89M | 0.76% | +22,049 | New |
| PFG Advisors | 22,078 | $1.89M | 0.19% | −311−1.4% | Reduced |
| Jupiter Asset Management Ltd | 22,149 | $1.90M | 0.02% | +1,612+7.8% | Added |
| American Financial Advisors, LLC | 22,247 | $1.91M | 0.24% | −9,806−30.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,261 | $1.91M | 0.11% | +938+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,356 | $1.92M | 0.04% | +367+1.7% | Added |
| Pacer Advisors, Inc. | 22,624 | $1.94M | 0.02% | −3,793−14.4% | Reduced |
| Rafferty Asset Management, LLC | 22,688 | $1.95M | 0.01% | −4,288−15.9% | Reduced |
| ProVise Management Group, LLC | 22,758 | $1.95M | 0.18% | −145−0.6% | Reduced |
| Mariner, LLC | 23,129 | $1.98M | 0.01% | +1,512+7.0% | Added |
| FDx Advisors, Inc. | 23,540 | $2.02M | 0.06% | +5,550+30.9% | Added |
| Rockefeller Capital Management L.P. | 23,732 | $2.04M | 0.01% | +11,985+102.0% | Added |
| XML Financial, LLC | 23,907 | $2.05M | 0.25% | −34−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,076 | $2.06M | 0.04% | −33,181−58.0% | Reduced |
| MML Investors Services, LLC | 24,160 | $2.07M | 0.01% | +4,412+22.3% | Added |
| Crossmark Global Holdings, Inc. | 24,624 | $2.11M | 0.05% | +3,574+17.0% | Added |
| Boston Family Office LLC | 24,762 | $2.12M | 0.14% | +591+2.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 25,452 | $2.18M | 0.36% | +25,452 | New |
| Oppenheimer & Co Inc | 25,834 | $2.22M | 0.04% | −2,417−8.6% | Reduced |
| New Mexico Educational Retirement Board | 25,848 | $2.22M | 0.07% | −1,500−5.5% | Reduced |
| Wealthfront Advisers LLC | 25,958 | $2.23M | 0.01% | −7,995−23.5% | Reduced |
| Capital Investment Advisors, LLC | 25,989 | $2.23M | 0.07% | −885−3.3% | Reduced |
| Twinbeech Capital LP | 26,040 | $2.23M | 0.13% | +26,040 | New |
| Ancora Advisors, LLC | 26,105 | $2.24M | 0.05% | −6,004−18.7% | Reduced |
| Creative Planning | 26,409 | $2.27M | 0.00% | −517−1.9% | Reduced |
| Blair William & Co | 26,414 | $2.27M | 0.01% | −361−1.3% | Reduced |
| Kentucky Retirement Systems | 26,440 | $2.27M | 0.09% | +2,100+8.6% | Added |
| Mercer Global Advisors Inc | 26,721 | $2.29M | 0.01% | +1,977+8.0% | Added |
| Louisiana State Employees Retirement System | 27,300 | $2.34M | 0.05% | +1,000+3.8% | Added |
| Jane Street Group, LLC | 27,415 | $2.35M | 0.00% | −11,594−29.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 27,941 | $2.40M | 0.05% | +2,551+10.0% | Added |
| Vestcor Inc | 28,151 | $2.42M | 0.09% | −35,589−55.8% | Reduced |
| GSI Capital Advisors LLC | 28,264 | $2.42M | 1.06% | +28,264 | New |
| Commerce Bank | 28,264 | $2.42M | 0.02% | +1,893+7.2% | Added |
| Shell Asset Management Co | 28,323 | $2.43M | 0.05% | +17,977+173.8% | Added |
| Xponance, Inc. | 28,445 | $2.44M | 0.04% | +7,073+33.1% | Added |
| Candriam Luxembourg S.C.A. | 30,005 | $2.57M | 0.02% | −6,124−17.0% | Reduced |
| Baird Financial Group, Inc. | 30,112 | $2.58M | 0.01% | −2,276−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,106 | $2.67M | 0.02% | −944−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 31,706 | $2.72M | 0.08% | +2,392+8.2% | Added |
| Wolverine Trading, LLC | 32,074 | $2.75M | 0.04% | −13,211−29.2% | Reduced |
| Vident Investment Advisory, LLC | 32,898 | $2.82M | 0.07% | +900+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,887 | $2.82M | 0.04% | +12,094+58.2% | Added |
| Ensign Peak Advisors, Inc | 32,906 | $2.82M | 0.01% | −2,637−7.4% | Reduced |
| Pensionfund Sabic | 33,259 | $2.85M | 0.53% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 33,419 | $2.87M | 0.07% | +1,393+4.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,187 | $2.94M | 0.04% | +34,187 | New |
| Oregon Public Employees Retirement Fund | 34,295 | $2.94M | 0.03% | −663−1.9% | Reduced |
| Vontobel Holding Ltd. | 34,407 | $2.96M | 0.02% | +23,290+209.5% | Added |
| Rainey & Randall Investment Management Inc. | 35,301 | $3.03M | 1.24% | −32−0.1% | Reduced |
| Bridgewater Associates, LP | 35,352 | $3.03M | 0.02% | +14,547+69.9% | Added |
| Fifth Third Bancorp | 36,060 | $3.09M | 0.01% | +1,333+3.8% | Added |
| United Capital Financial Advisers, LLC | 36,078 | $3.09M | 0.01% | +1,621+4.7% | Added |
| Spinnaker Trust | 36,776 | $3.15M | 0.20% | +218+0.6% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.15M | 0.05% | 00.0% | Unchanged |
| Nordea Investment Management AB | 36,785 | $3.16M | 0.00% | −788−2.1% | Reduced |
| Private Advisor Group, LLC | 37,073 | $3.18M | 0.02% | −19,125−34.0% | Reduced |
| Allstate Corp | 37,551 | $3.22M | 0.06% | +30,133+406.2% | Added |
| DuPont Capital Management Corp | 37,793 | $3.24M | 0.12% | −21,908−36.7% | Reduced |
| Mackenzie Financial Corp | 38,176 | $3.27M | 0.00% | −8,049−17.4% | Reduced |
| APG Asset Management N.V. | 43,850 | $3.31M | 0.01% | −37,700−46.2% | Reduced |
| Callahan Advisors, LLC | 38,891 | $3.34M | 0.37% | +4,684+13.7% | Added |
| Cetera Advisor Networks LLC | 38,903 | $3.34M | 0.04% | +4,481+13.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,015 | $3.35M | 0.04% | +12,808+48.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,662 | $3.40M | 0.02% | −2,335−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,147 | $3.44M | 0.01% | +2,182+5.7% | Added |
| CIBC Asset Management Inc | 40,298 | $3.46M | 0.01% | +2,440+6.4% | Added |
| Redpoint Investment Management Pty Ltd | 40,750 | $3.50M | 0.28% | −203−0.5% | Reduced |
| US Bancorp | 43,788 | $3.76M | 0.01% | +399+0.9% | Added |
| Advisors Asset Management, Inc. | 44,076 | $3.78M | 0.05% | −1,218−2.7% | Reduced |
| Gateway Investment Advisers LLC | 45,517 | $3.90M | 0.04% | −107−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 45,963 | $3.94M | 0.07% | −72−0.2% | Reduced |
| M&T Bank Corp | 46,055 | $3.95M | 0.02% | +6,637+16.8% | Added |
| Norinchukin Bank, The | 46,879 | $4.02M | 0.05% | +1,840+4.1% | Added |
| Garland Capital Management Inc | 49,695 | $4.26M | 2.94% | −4,500−8.3% | Reduced |
| Windward Capital Management Co | 49,701 | $4.26M | 0.35% | +627+1.3% | Added |
| Lockheed Martin Investment Management Co | 50,113 | $4.30M | 0.23% | +50,113 | New |
| HighTower Advisors, LLC | 50,615 | $4.35M | 0.01% | +32,392+177.8% | Added |
| Hartford Investment Management Co | 51,557 | $4.42M | 0.10% | +4,676+10.0% | Added |
| SG3 Management, LLC | 52,553 | $4.51M | 0.46% | +16,953+47.6% | Added |
| First Republic Investment Management, Inc. | 53,404 | $4.58M | 0.01% | +7,031+15.2% | Added |
| Swiss Life Asset Management Ltd | 53,519 | $4.59M | 0.06% | −21,723−28.9% | Reduced |
| IFM Investors Pty Ltd | 54,372 | $4.66M | 0.09% | −823−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,635 | $4.69M | 0.05% | +1,681+3.2% | Added |
| Sarasin & Partners LLP | 56,242 | $4.82M | 0.04% | −86−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 56,420 | $4.84M | 0.08% | +28,360+101.1% | Added |
| Private Asset Management Inc | 56,428 | $4.84M | 0.59% | +65+0.1% | Added |
| Ascent Group, LLC | 55,821 | $4.88M | 0.62% | +55,821 | New |
| KMG Fiduciary Partners, LLC | 57,950 | $4.97M | 0.77% | −2,199−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 58,387 | $5.01M | 0.01% | +8,163+16.3% | Added |
| Pinebridge Investments, L.P. | 59,174 | $5.08M | 0.05% | +28,521+93.0% | Added |
| Texas Permanent School Fund | 60,037 | $5.15M | 0.06% | −5,242−8.0% | Reduced |