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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 373,109 | $32.0M | 0.59% | −34,639−8.5% | Reduced |
| Macquarie Group Ltd | 363,677 | $30.7M | 0.03% | +7,990+2.2% | Added |
| Voya Investment Management LLC | 357,141 | $30.6M | 0.06% | +187,270+110.2% | Added |
| Bowen Hanes & Co Inc | 332,743 | $28.5M | 0.81% | −200−0.1% | Reduced |
| Millennium Management LLC | 322,136 | $27.6M | 0.03% | +154,195+91.8% | Added |
| State of Alaska, Department of Revenue | 321,025 | $27.5M | 0.27% | −2,418−0.7% | Reduced |
| Franklin Resources Inc | 319,903 | $27.4M | 0.01% | +3,168+1.0% | Added |
| Toronto Dominion Bank | 304,255 | $26.1M | 0.03% | +69,660+29.7% | Added |
| Ranger Global Real Estate Advisors, LLC | 297,501 | $25.5M | 2.25% | +170,000+133.3% | Added |
| Chilton Capital Management LLC | 289,020 | $24.8M | 1.27% | +5,478+1.9% | Added |
| 1832 Asset Management L.P. | 280,498 | $24.3M | 0.04% | −1,216−0.4% | Reduced |
| Presima Inc. | 276,550 | $23.7M | 4.05% | −23,300−7.8% | Reduced |
| DekaBank Deutsche Girozentrale | 273,508 | $23.3M | 0.06% | +38,909+16.6% | Added |
| The PNC Financial Services Group, Inc. | 266,876 | $22.9M | 0.02% | −1,905−0.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 264,994 | $22.7M | 0.07% | +1,096+0.4% | Added |
| Virginia Retirement Systems Et Al | 264,633 | $22.7M | 0.21% | +10,200+4.0% | Added |
| Van Eck Associates Corp | 260,806 | $22.4M | 0.05% | +67,662+35.0% | Added |
| Impax Asset Management Group plc | 255,950 | $22.0M | 0.08% | −555−0.2% | Reduced |
| Davis Selected Advisers | 247,840 | $21.3M | 0.10% | +34,040+15.9% | Added |
| AMF Pensionsforsakring AB | 245,435 | $21.1M | 0.14% | −20,976−7.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 245,356 | $21.0M | 0.04% | −194,085−44.2% | Reduced |
| Guggenheim Capital LLC | 232,754 | $20.0M | 0.10% | +15,549+7.2% | Added |
| D. E. Shaw & Co., Inc. | 229,976 | $19.7M | 0.02% | +150,311+188.7% | Added |
| Walleye Capital LLC | 229,792 | $19.7M | 0.65% | +229,792 | New |
| NN Investment Partners Holdings N.V. | 229,168 | $19.7M | 0.10% | +89,707+64.3% | Added |
| Sandler Capital Management | 216,836 | $18.6M | 2.35% | +1,346+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 216,101 | $18.5M | 0.09% | −1,472−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,394 | $17.7M | 0.06% | +91,203+79.2% | Added |
| Tekla Capital Management LLC | 203,083 | $17.4M | 0.56% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 200,522 | $17.2M | 0.03% | −12,063−5.7% | Reduced |
| Oppenheimer Asset Management Inc. | 194,902 | $16.7M | 0.22% | +6,862+3.6% | Added |
| TD Asset Management Inc | 190,160 | $16.3M | 0.01% | −5,951−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 183,585 | $15.7M | 0.04% | −37,836−17.1% | Reduced |
| Storebrand Asset Management AS | 181,630 | $15.6M | 0.07% | −18,373−9.2% | Reduced |
| Stifel Financial Corp | 177,529 | $15.2M | 0.02% | +3,927+2.3% | Added |
| Janney Montgomery Scott LLC | 176,457 | $15.1M | 0.06% | +4,394+2.6% | Added |
| AQR Capital Management LLC | 173,147 | $14.9M | 0.03% | −16,482−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 171,625 | $14.7M | 0.03% | −18,561−9.8% | Reduced |
| Aviva PLC | 171,198 | $14.7M | 0.06% | +1,253+0.7% | Added |
| LGT Group Foundation | 166,529 | $14.3M | 0.37% | +166,529 | New |
| Treasurer of the State of North Carolina | 163,933 | $14.1M | 0.07% | +5,390+3.4% | Added |
| Teacher Retirement System of Texas | 161,442 | $13.8M | 0.06% | +94,790+142.2% | Added |
| Voloridge Investment Management, LLC | 160,688 | $13.8M | 0.08% | +147,517+1,120.0% | Added |
| ProShare Advisors LLC | 155,666 | $13.4M | 0.03% | +30,915+24.8% | Added |
| Royal London Asset Management Ltd | 151,134 | $13.0M | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 146,566 | $12.6M | 0.05% | −5,311−3.5% | Reduced |
| Resolute Capital Asset Partners LLC | 144,785 | $12.4M | 8.11% | +144,785 | New |
| Calamos Advisors LLC | 143,518 | $12.3M | 0.05% | +5,551+4.0% | Added |
| Employees Retirement System of Texas | 143,030 | $12.3M | 0.14% | +143,030 | New |
| Cannell Peter B & Co Inc | 137,231 | $11.8M | 0.33% | −5,061−3.6% | Reduced |
| Tredje AP-fonden | 136,451 | $11.7M | 0.23% | −33,104−19.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,185 | $11.4M | 0.01% | +133,185 | New |
| LPL Financial LLC | 131,818 | $11.3M | 0.01% | +8,564+6.9% | Added |
| Handelsbanken Fonder AB | 131,632 | $11.3M | 0.06% | −10,529−7.4% | Reduced |
| American International Group, Inc. | 128,595 | $11.0M | 0.06% | +2,403+1.9% | Added |
| Amalgamated Bank | 117,144 | $10.0M | 0.07% | +245+0.2% | Added |
| Arizona State Retirement System | 115,732 | $9.93M | 0.08% | −699−0.6% | Reduced |
| KBC Group NV | 113,622 | $9.75M | 0.03% | −16,871−12.9% | Reduced |
| Commonwealth Equity Services, LLC | 113,282 | $9.72M | 0.02% | +3,020+2.7% | Added |
| Maryland Capital Management | 113,082 | $9.70M | 0.52% | +8,470+8.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,593 | $9.49M | 0.08% | −2,700−2.4% | Reduced |
| Janus Henderson Group PLC | 109,936 | $9.43M | 0.00% | −322,471−74.6% | Reduced |
| State of Michigan Retirement System | 109,596 | $9.40M | 0.05% | +3,500+3.3% | Added |
| Comerica Bank | 109,553 | $9.37M | 0.07% | −132,650−54.8% | Reduced |
| Truist Financial Corp | 108,763 | $9.33M | 0.01% | −6,350−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 105,062 | $9.01M | 0.02% | +6,350+6.4% | Added |
| USS Investment Management Ltd | 101,779 | $8.73M | 0.07% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 101,700 | $8.72M | 0.09% | +11,000+12.1% | Added |
| Susquehanna International Group, LLP | 99,998 | $8.58M | 0.01% | +50,239+101.0% | Added |
| Trust Co of Toledo NA | 99,575 | $8.54M | 1.28% | −6,588−6.2% | Reduced |
| Korea Investment CORP | 98,300 | $8.43M | 0.02% | +13,900+16.5% | Added |
| Jefferies Group LLC | 96,698 | $8.29M | 0.15% | +96,698 | New |
| Skandinaviska Enskilda Banken AB (publ) | 96,273 | $8.27M | 0.04% | +5,324+5.9% | Added |
| MetLife Investment Management | 96,169 | $8.25M | 0.07% | +729+0.8% | Added |
| Venture Visionary Partners LLC | 95,904 | $8.22M | 0.53% | +3,663+4.0% | Added |
| TCW Group Inc | 94,795 | $8.13M | 0.07% | +4,585+5.1% | Added |
| Public Sector Pension Investment Board | 93,529 | $8.02M | 0.04% | +2,120+2.3% | Added |
| Robeco Institutional Asset Management B.V. | 89,583 | $7.68M | 0.02% | −34,940−28.1% | Reduced |
| Central Trust Co | 88,957 | $7.63M | 0.22% | −1,706−1.9% | Reduced |
| Yousif Capital Management, LLC | 88,017 | $7.55M | 0.08% | +88,017 | New |
| Pensionfund DSM Netherlands | 85,953 | $7.37M | 0.85% | −2,000−2.3% | Reduced |
| Natixis | 84,828 | $7.28M | 0.02% | −545,467−86.5% | Reduced |
| Nissay Asset Management Corp | 84,329 | $7.23M | 0.06% | +3,916+4.9% | Added |
| Manning & Napier Group, LLC | 84,030 | $7.21M | 0.06% | −103−0.1% | Reduced |
| Bank of Nova Scotia | 83,421 | $7.16M | 0.01% | +13,396+19.1% | Added |
| Mutual of America Capital Management LLC | 80,952 | $6.94M | 0.07% | +2,106+2.7% | Added |
| Natixis Advisors, L.P. | 80,939 | $6.94M | 0.03% | +3,560+4.6% | Added |
| Pinnacle Associates Ltd | 79,417 | $6.81M | 0.12% | +79,417 | New |
| Utah Retirement Systems | 79,103 | $6.79M | 0.08% | +2,700+3.5% | Added |
| Metropolitan Life Insurance Co | 78,461 | $6.73M | 0.09% | +618+0.8% | Added |
| SG Americas Securities, LLC | 77,871 | $6.68M | 0.04% | +74,053+1,939.6% | Added |
| DnB Asset Management AS | 77,422 | $6.64M | 0.04% | +7,862+11.3% | Added |
| Public Employees Retirement Association of Colorado | 75,077 | $6.44M | 0.03% | −125−0.2% | Reduced |
| Carret Asset Management, LLC | 74,565 | $6.39M | 0.71% | −193−0.3% | Reduced |
| British Columbia Investment Management Corp | 74,393 | $6.38M | 0.04% | −2,743−3.6% | Reduced |
| Vert Asset Management LLC | 72,001 | $6.18M | 5.08% | +72,001 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,329 | $6.03M | 0.13% | +7,324+11.6% | Added |
| Gulf International Bank (UK) Ltd | 69,891 | $5.99M | 0.08% | −13,611−16.3% | Reduced |
| State of Tennessee, Treasury Department | 69,479 | $5.96M | 0.02% | −1,067−1.5% | Reduced |
| B. Riley Wealth Management, Inc. | 69,073 | $5.92M | 0.41% | −5,066−6.8% | Reduced |