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, Q1 2022
Institutional positions in Welltower Inc. as of Mar 31, 2022. 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
- 847
- +53 vs. Q4 2021
- Shares held
- 440.7M
- +14.4M (+3.4%) vs. Q4 2021
- Total value
- $42.3B
- +$5.75B (+15.7%) vs. Q4 2021
- New holders
- 105
- 310 more added
- Sold out
- 52
- 278 more reduced
13 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 71,733,837 | $6.90B | 0.16% | +2,912,151+4.2% | Added |
| BlackRock Inc. | 46,244,127 | $4.45B | 0.12% | −1,407,009−3.0% | Reduced |
| Cohen & Steers, Inc. | 35,199,497 | $3.38B | 5.67% | +766,616+2.2% | Added |
| State Street Corp | 30,173,175 | $2.90B | 0.14% | +2,554,309+9.2% | Added |
| FMR LLC | 19,266,874 | $1.85B | 0.15% | +3,557,881+22.6% | Added |
| Norges Bank | 15,559,841 | $1.50B | 0.33% | 00.0% | Unchanged |
| Wellington Management Group LLP | 13,798,930 | $1.33B | 0.23% | +9,695,218+236.3% | Added |
| Price T Rowe Associates Inc | 9,797,569 | $941.9M | 0.09% | −3,017,811−23.5% | Reduced |
| Geode Capital Management, LLC | 9,433,153 | $905.0M | 0.11% | +282,761+3.1% | Added |
| Resolution Capital Ltd | 7,485,796 | $719.7M | 8.46% | +146,544+2.0% | Added |
| Daiwa Securities Group Inc. | 7,289,665 | $700.8M | 4.39% | −93,293−1.3% | Reduced |
| Invesco Ltd. | 6,924,325 | $665.7M | 0.17% | −1,375,984−16.6% | Reduced |
| Northern Trust Corp | 6,682,434 | $642.4M | 0.11% | −46,787−0.7% | Reduced |
| JPMorgan Chase & Co | 6,537,169 | $628.5M | 0.08% | +34,843+0.5% | Added |
| Dimensional Fund Advisors LP | 6,120,639 | $588.5M | 0.18% | +137,602+2.3% | Added |
| Legal & General Group Plc | 5,544,099 | $533.0M | 0.16% | +169,327+3.2% | Added |
| Deutsche Bank AG | 5,104,995 | $490.8M | 0.23% | +33,192+0.7% | Added |
| Morgan Stanley | 5,032,761 | $483.8M | 0.07% | +92,500+1.9% | Added |
| Principal Financial Group Inc | 4,532,943 | $435.8M | 0.27% | −39,060−0.9% | Reduced |
| PGGM Investments | 4,816,404 | $413.1M | 2.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 4,272,002 | $410.7M | 0.18% | +86,001+2.1% | Added |
| Charles Schwab Investment Management Inc | 4,245,096 | $408.1M | 0.12% | +134,847+3.3% | Added |
| Bank of New York Mellon Corp | 3,976,823 | $382.3M | 0.07% | +44,787+1.1% | Added |
| Nuveen Asset Management, LLC | 3,762,869 | $348.8M | 0.11% | −456,296−10.8% | Reduced |
| Zimmer Partners, LP | 3,525,000 | $338.9M | 4.91% | −137,500−3.8% | Reduced |
| Boston Partners | 3,306,311 | $317.9M | 0.39% | +83,360+2.6% | Added |
| Centersquare Investment Management LLC | 3,036,586 | $291.9M | 2.70% | +298,042+10.9% | Added |
| Prudential Financial Inc | 2,859,403 | $274.9M | 0.37% | +41,617+1.5% | Added |
| Ameriprise Financial Inc | 2,944,816 | $274.5M | 0.08% | +38,664+1.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,662,248 | $255.9M | 0.17% | +382,159+16.8% | Added |
| Russell Investments Group, Ltd. | 2,604,087 | $250.9M | 0.44% | +35,460+1.4% | Added |
| Goldman Sachs Group Inc | 2,006,686 | $192.9M | 0.05% | −1,120,699−35.8% | Reduced |
| Swiss National Bank | 1,885,280 | $181.3M | 0.10% | +279,200+17.4% | Added |
| Canada Pension Plan Investment Board | 1,833,730 | $176.3M | 0.24% | +324,933+21.5% | Added |
| Bank of America Corp | 1,793,565 | $172.4M | 0.02% | −699,295−28.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,754,262 | $168.7M | 1.95% | +138,540+8.6% | Added |
| Amundi | 1,724,453 | $166.0M | 0.11% | +599,766+53.3% | Added |
| American Century Companies Inc | 1,721,757 | $165.5M | 0.11% | −109,390−6.0% | Reduced |
| Macquarie Group Ltd | 1,690,006 | $161.3M | 0.15% | +1,326,329+364.7% | Added |
| SEI Investments Co | 1,674,843 | $161.0M | 0.32% | +1,233+0.1% | Added |
| Cbre Clarion Securities LLC | 1,637,390 | $157.4M | 2.19% | +511,006+45.4% | Added |
| Brookfield Asset Management Inc. | 1,552,606 | $149.3M | 0.56% | −212,417−12.0% | Reduced |
| Heitman Real Estate Securities LLC | 1,484,109 | $142.7M | 5.63% | +204,586+16.0% | Added |
| Parametric Portfolio Associates LLC | 1,368,717 | $131.6M | 0.07% | −161,935−10.6% | Reduced |
| Janus Henderson Group PLC | 1,358,558 | $130.7M | 0.06% | +1,248,622+1,135.8% | Added |
| Massachusetts Financial Services Co | 1,331,208 | $128.0M | 0.04% | +39,992+3.1% | Added |
| Neuberger Berman Group LLC | 1,321,492 | $127.1M | 0.11% | +57,090+4.5% | Added |
| AMP Capital Investors Ltd | 1,284,311 | $123.6M | 5.21% | −179,432−12.3% | Reduced |
| Lasalle Investment Management Securities LLC | 1,264,737 | $121.6M | 3.88% | +474,173+60.0% | Added |
| Schroder Investment Management Group | 1,217,556 | $119.2M | 0.16% | +23,047+1.9% | Added |
| Pictet Asset Management SA | 1,237,437 | $119.0M | 0.14% | +148,895+13.7% | Added |
| Alliancebernstein L.P. | 1,158,697 | $111.4M | 0.04% | +18,076+1.6% | Added |
| Wells Fargo & Company | 1,150,443 | $110.6M | 0.03% | −47,212−3.9% | Reduced |
| STRS Ohio | 1,079,772 | $103.8M | 0.38% | −7,572−0.7% | Reduced |
| Adelante Capital Management LLC | 1,052,590 | $101.2M | 5.02% | −290,091−21.6% | Reduced |
| Credit Suisse AG | 1,027,480 | $98.8M | 0.09% | +7,055+0.7% | Added |
| Aew Capital Management L P | 1,023,088 | $98.4M | 2.86% | −311,219−23.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,019,708 | $98.0M | 0.35% | +376,837+58.6% | Added |
| Senator Investment Group LP | 1,015,000 | $97.6M | 3.03% | +1,015,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 961,614 | $92.4M | 0.14% | +214,130+28.6% | Added |
| UBS Group AG | 931,446 | $89.5M | 0.04% | +168,161+22.0% | Added |
| California Public Employees Retirement System | 895,494 | $86.1M | 0.07% | −51,850−5.5% | Reduced |
| Asset Management One Co.,Ltd. | 866,663 | $83.3M | 0.33% | −36,525−4.0% | Reduced |
| HSBC Holdings PLC | 837,352 | $81.6M | 0.11% | −161,797−16.2% | Reduced |
| Royal Bank of Canada | 839,440 | $80.7M | 0.02% | +250,312+42.5% | Added |
| FIL Ltd | 839,107 | $80.7M | 0.08% | +76,605+10.0% | Added |
| Standard Life Aberdeen plc | 796,372 | $77.7M | 0.20% | −78,837−9.0% | Reduced |
| California State Teachers Retirement System | 728,775 | $70.1M | 0.09% | −28,934−3.8% | Reduced |
| Rhumbline Advisers | 727,209 | $69.9M | 0.09% | +12,109+1.7% | Added |
| Voya Investment Management LLC | 713,162 | $68.6M | 0.14% | +356,021+99.7% | Added |
| Epoch Investment Partners, Inc. | 660,374 | $63.5M | 0.31% | −13,634−2.0% | Reduced |
| Citadel Advisors LLC | 642,669 | $61.8M | 0.07% | +631,528+5,668.5% | Added |
| National Pension Service | 636,647 | $61.2M | 0.11% | −37,437−5.6% | Reduced |
| Citigroup Inc | 636,490 | $61.2M | 0.06% | −296,782−31.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 636,589 | $61.1M | 1.74% | +636,589 | New |
| Great West Life Assurance Co | 601,552 | $60.4M | 0.13% | −91,125−13.2% | Reduced |
| State of New Jersey Common Pension Fund D | 535,898 | $51.5M | 0.16% | +4,761+0.9% | Added |
| State of Wisconsin Investment Board | 532,636 | $51.2M | 0.11% | +42,494+8.7% | Added |
| State Board of Administration of Florida Retirement System | 522,400 | $50.2M | 0.10% | −2,286−0.4% | Reduced |
| First Trust Advisors LP | 515,969 | $49.6M | 0.05% | +83,280+19.2% | Added |
| New York State Common Retirement Fund | 515,027 | $49.5M | 0.05% | −5,710−1.1% | Reduced |
| CORDA Investment Management, LLC. | 509,831 | $49.0M | 3.80% | −10,374−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 494,984 | $47.6M | 0.26% | +18,335+3.8% | Added |
| Hazelview Securities Inc. | 496,998 | $47.6M | 6.16% | +113,080+29.5% | Added |
| Factory Mutual Insurance Co | 462,100 | $44.4M | 0.60% | −16,200−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 461,630 | $44.4M | 0.10% | +216,274+88.1% | Added |
| New York State Teachers Retirement System | 459,010 | $44.1M | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 447,121 | $43.8M | 0.02% | −186,607−29.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 454,506 | $43.7M | 0.08% | −9,300−2.0% | Reduced |
| AXA S.A. | 447,122 | $43.0M | 0.12% | +8,139+1.9% | Added |
| Barclays PLC | 443,510 | $42.6M | 0.03% | −184,145−29.3% | Reduced |
| Retirement Systems of Alabama | 434,798 | $41.8M | 0.15% | +4,308+1.0% | Added |
| Allianz Asset Management GmbH | 433,595 | $41.7M | 0.03% | −95,406−18.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 425,028 | $40.9M | 2.41% | +11,754+2.8% | Added |
| Securian Asset Management, Inc | 424,609 | $40.8M | 0.80% | +51,500+13.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 413,293 | $39.7M | 0.16% | +29,175+7.6% | Added |
| Cambiar Investors LLC | 403,283 | $38.8M | 1.46% | −6,901−1.7% | Reduced |
| Victory Capital Management Inc | 406,674 | $37.3M | 0.04% | +30,331+8.1% | Added |
| Manufacturers Life Insurance Company, The | 345,164 | $33.2M | 0.02% | −55,116−13.8% | Reduced |
| Franklin Resources Inc | 342,840 | $33.0M | 0.01% | +22,937+7.2% | Added |