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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 66,667 | $5.72M | 0.52% | +7,765+13.2% | Added |
| Mackay Shields LLC | 65,019 | $5.58M | 0.05% | +428+0.7% | Added |
| Advisors Management Group Inc | 63,920 | $5.48M | 1.64% | −130−0.2% | Reduced |
| Ashfield Capital Partners, LLC | 63,369 | $5.43M | 0.35% | −329−0.5% | Reduced |
| Azimuth Capital Management LLC | 62,931 | $5.40M | 0.22% | −1,035−1.6% | Reduced |
| ING Groep NV | 60,991 | $5.23M | 0.05% | +11,381+22.9% | Added |
| Texas Permanent School Fund | 60,037 | $5.15M | 0.06% | −5,242−8.0% | Reduced |
| Pinebridge Investments, L.P. | 59,174 | $5.08M | 0.05% | +28,521+93.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,387 | $5.01M | 0.01% | +8,163+16.3% | Added |
| KMG Fiduciary Partners, LLC | 57,950 | $4.97M | 0.77% | −2,199−3.7% | Reduced |
| Ascent Group, LLC | 55,821 | $4.88M | 0.62% | +55,821 | New |
| Private Asset Management Inc | 56,428 | $4.84M | 0.59% | +65+0.1% | Added |
| Tower Research Capital LLC (TRC) | 56,420 | $4.84M | 0.08% | +28,360+101.1% | Added |
| Sarasin & Partners LLP | 56,242 | $4.82M | 0.04% | −86−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,635 | $4.69M | 0.05% | +1,681+3.2% | Added |
| IFM Investors Pty Ltd | 54,372 | $4.66M | 0.09% | −823−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 53,519 | $4.59M | 0.06% | −21,723−28.9% | Reduced |
| First Republic Investment Management, Inc. | 53,404 | $4.58M | 0.01% | +7,031+15.2% | Added |
| SG3 Management, LLC | 52,553 | $4.51M | 0.46% | +16,953+47.6% | Added |
| Hartford Investment Management Co | 51,557 | $4.42M | 0.10% | +4,676+10.0% | Added |
| HighTower Advisors, LLC | 50,615 | $4.35M | 0.01% | +32,392+177.8% | Added |
| Lockheed Martin Investment Management Co | 50,113 | $4.30M | 0.23% | +50,113 | New |
| Windward Capital Management Co | 49,701 | $4.26M | 0.35% | +627+1.3% | Added |
| Garland Capital Management Inc | 49,695 | $4.26M | 2.94% | −4,500−8.3% | Reduced |
| Norinchukin Bank, The | 46,879 | $4.02M | 0.05% | +1,840+4.1% | Added |
| M&T Bank Corp | 46,055 | $3.95M | 0.02% | +6,637+16.8% | Added |
| Peapack Gladstone Financial Corp | 45,963 | $3.94M | 0.07% | −72−0.2% | Reduced |
| Gateway Investment Advisers LLC | 45,517 | $3.90M | 0.04% | −107−0.2% | Reduced |
| Advisors Asset Management, Inc. | 44,076 | $3.78M | 0.05% | −1,218−2.7% | Reduced |
| US Bancorp | 43,788 | $3.76M | 0.01% | +399+0.9% | Added |
| Redpoint Investment Management Pty Ltd | 40,750 | $3.50M | 0.28% | −203−0.5% | Reduced |
| CIBC Asset Management Inc | 40,298 | $3.46M | 0.01% | +2,440+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 40,147 | $3.44M | 0.01% | +2,182+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,662 | $3.40M | 0.02% | −2,335−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,015 | $3.35M | 0.04% | +12,808+48.9% | Added |
| Cetera Advisor Networks LLC | 38,903 | $3.34M | 0.04% | +4,481+13.0% | Added |
| Callahan Advisors, LLC | 38,891 | $3.34M | 0.37% | +4,684+13.7% | Added |
| APG Asset Management N.V. | 43,850 | $3.31M | 0.01% | −37,700−46.2% | Reduced |
| Mackenzie Financial Corp | 38,176 | $3.27M | 0.00% | −8,049−17.4% | Reduced |
| DuPont Capital Management Corp | 37,793 | $3.24M | 0.12% | −21,908−36.7% | Reduced |
| Allstate Corp | 37,551 | $3.22M | 0.06% | +30,133+406.2% | Added |
| Private Advisor Group, LLC | 37,073 | $3.18M | 0.02% | −19,125−34.0% | Reduced |
| Nordea Investment Management AB | 36,785 | $3.16M | 0.00% | −788−2.1% | Reduced |
| Kornitzer Capital Management Inc | 36,790 | $3.15M | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 36,776 | $3.15M | 0.20% | +218+0.6% | Added |
| United Capital Financial Advisers, LLC | 36,078 | $3.09M | 0.01% | +1,621+4.7% | Added |
| Fifth Third Bancorp | 36,060 | $3.09M | 0.01% | +1,333+3.8% | Added |
| Bridgewater Associates, LP | 35,352 | $3.03M | 0.02% | +14,547+69.9% | Added |
| Rainey & Randall Investment Management Inc. | 35,301 | $3.03M | 1.24% | −32−0.1% | Reduced |
| Vontobel Holding Ltd. | 34,407 | $2.96M | 0.02% | +23,290+209.5% | Added |
| Oregon Public Employees Retirement Fund | 34,295 | $2.94M | 0.03% | −663−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,187 | $2.94M | 0.04% | +34,187 | New |
| Maryland State Retirement & Pension System | 33,419 | $2.87M | 0.07% | +1,393+4.3% | Added |
| Pensionfund Sabic | 33,259 | $2.85M | 0.53% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 32,906 | $2.82M | 0.01% | −2,637−7.4% | 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 |
| Wolverine Trading, LLC | 32,074 | $2.75M | 0.04% | −13,211−29.2% | Reduced |
| Elo Mutual Pension Insurance Co | 31,706 | $2.72M | 0.08% | +2,392+8.2% | Added |
| Teachers Retirement System of the State of Kentucky | 31,106 | $2.67M | 0.02% | −944−2.9% | Reduced |
| Baird Financial Group, Inc. | 30,112 | $2.58M | 0.01% | −2,276−7.0% | Reduced |
| Candriam Luxembourg S.C.A. | 30,005 | $2.57M | 0.02% | −6,124−17.0% | Reduced |
| Xponance, Inc. | 28,445 | $2.44M | 0.04% | +7,073+33.1% | Added |
| Shell Asset Management Co | 28,323 | $2.43M | 0.05% | +17,977+173.8% | Added |
| Commerce Bank | 28,264 | $2.42M | 0.02% | +1,893+7.2% | Added |
| GSI Capital Advisors LLC | 28,264 | $2.42M | 1.06% | +28,264 | New |
| Vestcor Inc | 28,151 | $2.42M | 0.09% | −35,589−55.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 27,941 | $2.40M | 0.05% | +2,551+10.0% | Added |
| Jane Street Group, LLC | 27,415 | $2.35M | 0.00% | −11,594−29.7% | Reduced |
| Louisiana State Employees Retirement System | 27,300 | $2.34M | 0.05% | +1,000+3.8% | Added |
| Mercer Global Advisors Inc | 26,721 | $2.29M | 0.01% | +1,977+8.0% | Added |
| Kentucky Retirement Systems | 26,440 | $2.27M | 0.09% | +2,100+8.6% | Added |
| Blair William & Co | 26,414 | $2.27M | 0.01% | −361−1.3% | Reduced |
| Creative Planning | 26,409 | $2.27M | 0.00% | −517−1.9% | Reduced |
| Ancora Advisors, LLC | 26,105 | $2.24M | 0.05% | −6,004−18.7% | Reduced |
| Twinbeech Capital LP | 26,040 | $2.23M | 0.13% | +26,040 | New |
| Capital Investment Advisors, LLC | 25,989 | $2.23M | 0.07% | −885−3.3% | Reduced |
| Wealthfront Advisers LLC | 25,958 | $2.23M | 0.01% | −7,995−23.5% | Reduced |
| New Mexico Educational Retirement Board | 25,848 | $2.22M | 0.07% | −1,500−5.5% | Reduced |
| Oppenheimer & Co Inc | 25,834 | $2.22M | 0.04% | −2,417−8.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,452 | $2.18M | 0.36% | +25,452 | New |
| Boston Family Office LLC | 24,762 | $2.12M | 0.14% | +591+2.4% | Added |
| Crossmark Global Holdings, Inc. | 24,624 | $2.11M | 0.05% | +3,574+17.0% | Added |
| MML Investors Services, LLC | 24,160 | $2.07M | 0.01% | +4,412+22.3% | Added |
| O'Shaughnessy Asset Management, LLC | 24,076 | $2.06M | 0.04% | −33,181−58.0% | Reduced |
| XML Financial, LLC | 23,907 | $2.05M | 0.25% | −34−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 23,732 | $2.04M | 0.01% | +11,985+102.0% | Added |
| FDx Advisors, Inc. | 23,540 | $2.02M | 0.06% | +5,550+30.9% | Added |
| Mariner, LLC | 23,129 | $1.98M | 0.01% | +1,512+7.0% | Added |
| ProVise Management Group, LLC | 22,758 | $1.95M | 0.18% | −145−0.6% | Reduced |
| Rafferty Asset Management, LLC | 22,688 | $1.95M | 0.01% | −4,288−15.9% | Reduced |
| Pacer Advisors, Inc. | 22,624 | $1.94M | 0.02% | −3,793−14.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,356 | $1.92M | 0.04% | +367+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 22,261 | $1.91M | 0.11% | +938+4.4% | Added |
| American Financial Advisors, LLC | 22,247 | $1.91M | 0.24% | −9,806−30.6% | Reduced |
| Jupiter Asset Management Ltd | 22,149 | $1.90M | 0.02% | +1,612+7.8% | Added |
| PFG Advisors | 22,078 | $1.89M | 0.19% | −311−1.4% | Reduced |
| HGI Capital Management, LLC | 22,049 | $1.89M | 0.76% | +22,049 | New |
| E. Ohman J:or Asset Management AB | 21,804 | $1.87M | 0.05% | +2,600+13.5% | Added |
| Busey Wealth Management | 21,721 | $1.86M | 0.07% | −967−4.3% | Reduced |