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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 321,025 | $27.5M | 0.27% | −2,418−0.7% | Reduced |
| Millennium Management LLC | 322,136 | $27.6M | 0.03% | +154,195+91.8% | Added |
| Bowen Hanes & Co Inc | 332,743 | $28.5M | 0.81% | −200−0.1% | Reduced |
| Voya Investment Management LLC | 357,141 | $30.6M | 0.06% | +187,270+110.2% | Added |
| Macquarie Group Ltd | 363,677 | $30.7M | 0.03% | +7,990+2.2% | Added |
| Securian Asset Management, Inc | 373,109 | $32.0M | 0.59% | −34,639−8.5% | Reduced |
| Victory Capital Management Inc | 376,343 | $32.3M | 0.03% | +2,953+0.8% | Added |
| Hazelview Securities Inc. | 383,918 | $32.8M | 4.13% | +23,900+6.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 384,118 | $32.9M | 0.13% | +45,273+13.4% | Added |
| Manufacturers Life Insurance Company, The | 400,280 | $34.3M | 0.02% | −9,073−2.2% | Reduced |
| Cambiar Investors LLC | 410,184 | $35.2M | 1.21% | −3,423−0.8% | Reduced |
| Swedbank AB | 411,914 | $35.4M | 0.06% | −52,078−11.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 413,274 | $35.4M | 1.98% | −17,284−4.0% | Reduced |
| Raymond James & Associates | 418,325 | $35.9M | 0.03% | +22,995+5.8% | Added |
| Westpac Banking Corp | 425,738 | $36.2M | 0.38% | +82,919+24.2% | Added |
| Retirement Systems of Alabama | 430,490 | $36.9M | 0.13% | +623+0.1% | Added |
| First Trust Advisors LP | 432,689 | $37.1M | 0.04% | +292,849+209.4% | Added |
| AXA S.A. | 438,983 | $37.7M | 0.10% | −847−0.2% | Reduced |
| New York State Teachers Retirement System | 459,010 | $39.4M | 0.08% | +1,343+0.3% | Added |
| Adage Capital Partners GP, L.L.C. | 463,806 | $39.8M | 0.07% | +18,900+4.2% | Added |
| Envestnet Asset Management Inc | 470,792 | $40.4M | 0.02% | +37,363+8.6% | Added |
| Factory Mutual Insurance Co | 478,300 | $40.6M | 0.59% | −122,724−20.4% | Reduced |
| Nomura Asset Management Co Ltd | 476,649 | $40.9M | 0.21% | +33,096+7.5% | Added |
| Nisa Investment Advisors, LLC | 480,000 | $41.6M | 0.31% | +195,566+68.8% | Added |
| State of Wisconsin Investment Board | 490,142 | $42.0M | 0.08% | −2,980−0.6% | Reduced |
| 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 |
| New York State Common Retirement Fund | 520,737 | $44.7M | 0.04% | +14,402+2.8% | Added |
| State Board of Administration of Florida Retirement System | 524,686 | $45.0M | 0.08% | +751+0.1% | Added |
| Allianz Asset Management GmbH | 529,001 | $45.4M | 0.03% | +351,131+197.4% | Added |
| State of New Jersey Common Pension Fund D | 531,137 | $45.6M | 0.13% | +25,679+5.1% | Added |
| Royal Bank of Canada | 589,128 | $50.5M | 0.01% | +46,401+8.5% | Added |
| Barclays PLC | 627,655 | $53.8M | 0.03% | −2,015−0.3% | Reduced |
| Bank of Montreal | 633,728 | $54.4M | 0.03% | −152,473−19.4% | Reduced |
| Public Employees Retirement System of Ohio | 642,871 | $55.1M | 0.19% | −22,799−3.4% | Reduced |
| Epoch Investment Partners, Inc. | 674,008 | $57.8M | 0.29% | −3,124−0.5% | Reduced |
| National Pension Service | 674,084 | $57.8M | 0.10% | −27,256−3.9% | Reduced |
| Great West Life Assurance Co | 692,677 | $59.3M | 0.12% | +111,665+19.2% | Added |
| Rhumbline Advisers | 715,100 | $61.3M | 0.08% | +19,298+2.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 747,484 | $64.2M | 0.09% | +60,842+8.9% | Added |
| California State Teachers Retirement System | 757,709 | $65.0M | 0.08% | +22,502+3.1% | Added |
| FIL Ltd | 762,502 | $65.4M | 0.07% | −30,146−3.8% | Reduced |
| UBS Group AG | 763,285 | $65.5M | 0.03% | −368,180−32.5% | Reduced |
| Lasalle Investment Management Securities LLC | 790,564 | $67.8M | 2.02% | −2,152−0.3% | Reduced |
| Capitolis Advisors LLC | 815,720 | $70.0M | 0.42% | +815,720 | New |
| Standard Life Aberdeen plc | 875,209 | $75.1M | 0.16% | −100,745−10.3% | Reduced |
| Asset Management One Co.,Ltd. | 903,188 | $76.9M | 0.27% | +46,188+5.4% | Added |
| Citigroup Inc | 933,272 | $80.0M | 0.07% | −92,751−9.0% | Reduced |
| California Public Employees Retirement System | 947,344 | $81.3M | 0.05% | −6,002−0.6% | Reduced |
| HSBC Holdings PLC | 999,149 | $85.8M | 0.09% | +216,219+27.6% | Added |
| Credit Suisse AG | 1,020,425 | $87.5M | 0.07% | +19,355+1.9% | Added |
| STRS Ohio | 1,087,344 | $93.3M | 0.32% | +69,242+6.8% | Added |
| Pictet Asset Management SA | 1,088,542 | $93.4M | 0.09% | +55,644+5.4% | Added |
| Cbre Clarion Securities LLC | 1,126,384 | $96.6M | 1.38% | −333,050−22.8% | Reduced |
| Alliancebernstein L.P. | 1,140,621 | $97.8M | 0.03% | −112,288−9.0% | Reduced |
| Amundi | 1,124,687 | $98.6M | 0.06% | −57,243−4.8% | Reduced |
| Schroder Investment Management Group | 1,194,509 | $102.5M | 0.14% | +327,912+37.8% | Added |
| Wells Fargo & Company | 1,197,655 | $102.7M | 0.03% | −178,584−13.0% | Reduced |
| Neuberger Berman Group LLC | 1,264,402 | $108.2M | 0.08% | +244,196+23.9% | Added |
| Heitman Real Estate Securities LLC | 1,279,523 | $109.7M | 4.91% | −117,546−8.4% | Reduced |
| Massachusetts Financial Services Co | 1,291,216 | $110.7M | 0.03% | −531,353−29.2% | Reduced |
| Aew Capital Management L P | 1,334,307 | $114.4M | 2.98% | −210,100−13.6% | Reduced |
| Adelante Capital Management LLC | 1,342,681 | $115.2M | 5.11% | −63,496−4.5% | Reduced |
| AMP Capital Investors Ltd | 1,463,743 | $125.6M | 3.55% | −180,266−11.0% | Reduced |
| Canada Pension Plan Investment Board | 1,508,797 | $129.4M | 0.14% | +111,919+8.0% | Added |
| Parametric Portfolio Associates LLC | 1,530,652 | $131.3M | 0.07% | +113,183+8.0% | Added |
| Swiss National Bank | 1,606,080 | $137.8M | 0.08% | −44,800−2.7% | Reduced |
| Duff & Phelps Investment Management Co | 1,615,722 | $138.6M | 1.63% | +111,080+7.4% | Added |
| Cullen Capital Management LLC | 1,637,553 | $140.5M | 1.32% | −82,839−4.8% | Reduced |
| SEI Investments Co | 1,673,610 | $143.5M | 0.27% | +133,616+8.7% | Added |
| Brookfield Asset Management Inc. | 1,765,023 | $151.4M | 0.59% | −116,689−6.2% | Reduced |
| American Century Companies Inc | 1,831,147 | $157.1M | 0.10% | +64,866+3.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,280,089 | $195.6M | 0.12% | −354,511−13.5% | Reduced |
| Bank of America Corp | 2,492,860 | $213.8M | 0.02% | +146,904+6.3% | Added |
| Russell Investments Group, Ltd. | 2,568,627 | $220.3M | 0.35% | +147,411+6.1% | Added |
| Prudential Financial Inc | 2,817,786 | $227.5M | 0.28% | −143,085−4.8% | Reduced |
| Credit Agricole S A | 2,706,538 | $232.1M | 7.79% | +2,604,048+2,540.8% | Added |
| Centersquare Investment Management LLC | 2,738,544 | $234.9M | 2.13% | −1,109,131−28.8% | Reduced |
| Ameriprise Financial Inc | 2,906,152 | $241.3M | 0.07% | +153,052+5.6% | Added |
| Goldman Sachs Group Inc | 3,127,385 | $268.2M | 0.07% | +1,332,620+74.3% | Added |
| Boston Partners | 3,222,951 | $276.4M | 0.33% | −25,897−0.8% | Reduced |
| Zimmer Partners, LP | 3,662,500 | $314.1M | 4.69% | +131,823+3.7% | Added |
| Bank of New York Mellon Corp | 3,932,036 | $337.3M | 0.06% | −236,828−5.7% | Reduced |
| Wellington Management Group LLP | 4,103,712 | $352.0M | 0.06% | −258,944−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 4,110,249 | $352.5M | 0.10% | +197,780+5.1% | Added |
| UBS Asset Management Americas Inc | 4,186,001 | $359.0M | 0.14% | +704,299+20.2% | Added |
| Nuveen Asset Management, LLC | 4,219,165 | $361.9M | 0.11% | +229,781+5.8% | Added |
| Principal Financial Group Inc | 4,572,003 | $391.9M | 0.23% | −1,251,273−21.5% | Reduced |
| PGGM Investments | 4,816,404 | $413.1M | 2.06% | −4,058−0.1% | Reduced |
| Morgan Stanley | 4,940,261 | $423.7M | 0.05% | +566,660+13.0% | Added |
| Deutsche Bank AG | 5,071,803 | $435.0M | 0.20% | +202,582+4.2% | Added |
| Legal & General Group Plc | 5,374,772 | $461.0M | 0.14% | +87,639+1.7% | Added |
| Dimensional Fund Advisors LP | 5,983,037 | $513.2M | 0.16% | −860.0% | Reduced |
| JPMorgan Chase & Co | 6,502,326 | $557.7M | 0.07% | +1,383,663+27.0% | Added |
| Northern Trust Corp | 6,729,221 | $577.2M | 0.09% | −87,411−1.3% | Reduced |
| Resolution Capital Ltd | 7,339,252 | $629.5M | 7.14% | +641,905+9.6% | Added |
| Daiwa Securities Group Inc. | 7,382,958 | $633.2M | 3.72% | +949,588+14.8% | Added |
| Invesco Ltd. | 8,300,309 | $711.9M | 0.17% | −123,594−1.5% | Reduced |
| Geode Capital Management, LLC | 9,150,392 | $783.1M | 0.09% | +438,977+5.0% | Added |
| Price T Rowe Associates Inc | 12,815,380 | $1.10B | 0.10% | −6,848,472−34.8% | Reduced |