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 |
|---|---|---|---|---|---|
| Norges Bank | 15,559,841 | $1.33B | 0.27% | 00.0% | Unchanged |
| FMR LLC | 15,708,993 | $1.35B | 0.10% | +3,869,169+32.7% | Added |
| State Street Corp | 27,618,866 | $2.37B | 0.11% | +2,569,041+10.3% | Added |
| Cohen & Steers, Inc. | 34,432,881 | $2.95B | 4.80% | +6,643,837+23.9% | Added |
| BlackRock Inc. | 47,651,136 | $4.09B | 0.10% | +3,564,148+8.1% | Added |
| Vanguard Group Inc | 68,821,686 | $5.90B | 0.13% | +1,801,505+2.7% | Added |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −617,480−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −367,235−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −268,984−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −75,300−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −52,351−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −52,216−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −48,274−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −45,705−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −40,911−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −24,524−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,536−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −14,769−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −14,567−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,493−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Fma Advisory Inc | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Weather Gauge Advisory, LLC | – | – | – | – | Not filed |
| Spotlight Asset Group, Inc. | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Covenant Multifamily Offices, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Mercer Capital Advisers, Inc. | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |