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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 38,210 | $3.67M | 0.04% | −693−1.8% | Reduced |
| Private Advisor Group, LLC | 38,378 | $3.69M | 0.03% | +1,305+3.5% | Added |
| Callahan Advisors, LLC | 38,763 | $3.73M | 0.43% | −128−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,580 | $3.81M | 0.02% | −82−0.2% | Reduced |
| Bamco Inc | 39,757 | $3.82M | 0.01% | +39,757 | New |
| Northwestern Mutual Wealth Management Co | 40,053 | $3.85M | 0.01% | −94−0.2% | Reduced |
| Mackenzie Financial Corp | 40,616 | $3.90M | 0.01% | +2,440+6.4% | Added |
| Redpoint Investment Management Pty Ltd | 42,476 | $4.08M | 0.41% | +1,726+4.2% | Added |
| US Bancorp | 44,119 | $4.24M | 0.01% | +331+0.8% | Added |
| Peapack Gladstone Financial Corp | 45,218 | $4.35M | 0.09% | −745−1.6% | Reduced |
| Gateway Investment Advisers LLC | 45,443 | $4.37M | 0.04% | −74−0.2% | Reduced |
| M&T Bank Corp | 47,547 | $4.57M | 0.02% | +1,492+3.2% | Added |
| First Republic Investment Management, Inc. | 47,587 | $4.58M | 0.01% | −5,817−10.9% | Reduced |
| Lockheed Martin Investment Management Co | 48,113 | $4.63M | 0.25% | −2,000−4.0% | Reduced |
| Hartford Investment Management Co | 48,653 | $4.68M | 0.12% | −2,904−5.6% | Reduced |
| Windward Capital Management Co | 49,123 | $4.72M | 0.42% | −578−1.2% | Reduced |
| Squarepoint Ops LLC | 49,468 | $4.76M | 0.04% | +37,104+300.1% | Added |
| Garland Capital Management Inc | 49,745 | $4.78M | 3.17% | +50+0.1% | Added |
| Oppenheimer Asset Management Inc. | 51,157 | $4.92M | 0.07% | −143,745−73.8% | Reduced |
| Norinchukin Bank, The | 51,176 | $4.92M | 0.07% | +4,297+9.2% | Added |
| Metropolitan Life Insurance Co | 52,365 | $5.03M | 0.18% | −26,096−33.3% | Reduced |
| CIBC Asset Management Inc | 54,549 | $5.24M | 0.02% | +14,251+35.4% | Added |
| KMG Fiduciary Partners, LLC | 54,679 | $5.26M | 0.84% | −3,271−5.6% | Reduced |
| Janney Montgomery Scott LLC | 54,978 | $5.29M | 0.02% | −121,479−68.8% | Reduced |
| Sarasin & Partners LLP | 56,242 | $5.41M | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 56,459 | $5.43M | 0.07% | −3,578−6.0% | Reduced |
| South Dakota Investment Council | 57,289 | $5.51M | 0.11% | +40,093+233.2% | Added |
| Private Asset Management Inc | 57,389 | $5.52M | 0.75% | +961+1.7% | Added |
| Jane Street Group, LLC | 57,610 | $5.54M | 0.01% | +30,195+110.1% | Added |
| Highland Capital Management, LLC | 58,010 | $5.58M | 0.33% | +58,010 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,241 | $5.60M | 0.06% | +3,606+6.6% | Added |
| Pinebridge Investments, L.P. | 61,081 | $5.87M | 0.06% | +1,907+3.2% | Added |
| Pensionfund DSM Netherlands | 61,753 | $5.94M | 2.83% | −24,200−28.2% | Reduced |
| Swiss Life Asset Management Ltd | 62,504 | $6.01M | 0.08% | +8,985+16.8% | Added |
| Mackay Shields LLC | 62,558 | $6.01M | 0.05% | −2,461−3.8% | Reduced |
| Advisors Management Group Inc | 63,257 | $6.08M | 2.06% | −663−1.0% | Reduced |
| HGI Capital Management, LLC | 64,148 | $6.17M | 1.90% | +42,099+190.9% | Added |
| B. Riley Wealth Management, Inc. | 64,684 | $6.22M | 0.48% | −4,389−6.4% | Reduced |
| Bank of Nova Scotia | 64,727 | $6.22M | 0.01% | −18,694−22.4% | Reduced |
| Azimuth Capital Management LLC | 65,403 | $6.29M | 0.27% | +2,472+3.9% | Added |
| British Columbia Investment Management Corp | 67,196 | $6.46M | 0.04% | −7,197−9.7% | Reduced |
| State of Tennessee, Treasury Department | 67,335 | $6.47M | 0.02% | −2,144−3.1% | Reduced |
| ING Groep NV | 69,431 | $6.67M | 0.07% | +8,440+13.8% | Added |
| IFM Investors Pty Ltd | 69,804 | $6.71M | 0.10% | +15,432+28.4% | Added |
| Gulf International Bank (UK) Ltd | 70,316 | $6.76M | 0.10% | +425+0.6% | Added |
| HighTower Advisors, LLC | 70,650 | $6.79M | 0.02% | +20,035+39.6% | Added |
| Public Employees Retirement Association of Colorado | 71,196 | $6.84M | 0.03% | −3,881−5.2% | Reduced |
| GSI Capital Advisors LLC | 73,475 | $7.06M | 2.66% | +45,211+160.0% | Added |
| Gillson Capital LP | 73,500 | $7.07M | 0.56% | +73,500 | New |
| Carret Asset Management, LLC | 73,581 | $7.07M | 0.81% | −984−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 74,823 | $7.19M | 0.02% | +16,436+28.2% | Added |
| Liberty Mutual Group Asset Management Inc. | 75,029 | $7.21M | 0.25% | +75,029 | New |
| Ashfield Capital Partners, LLC | 75,871 | $7.29M | 0.47% | +12,502+19.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,026 | $7.31M | 0.16% | +5,697+8.1% | Added |
| Schonfeld Strategic Advisors LLC | 77,083 | $7.41M | 0.08% | +77,083 | New |
| Utah Retirement Systems | 77,703 | $7.47M | 0.10% | −1,400−1.8% | Reduced |
| Pinnacle Associates Ltd | 80,094 | $7.70M | 0.14% | +677+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 80,194 | $7.71M | 0.02% | −9,389−10.5% | Reduced |
| Vert Asset Management LLC | 81,310 | $7.82M | 6.30% | +9,309+12.9% | Added |
| TCW Group Inc | 81,673 | $7.85M | 0.07% | −13,122−13.8% | Reduced |
| Mutual of America Capital Management LLC | 82,174 | $7.90M | 0.08% | +1,222+1.5% | Added |
| Comerica Bank | 81,180 | $7.92M | 0.06% | −28,373−25.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 83,544 | $8.03M | 0.05% | −12,729−13.2% | Reduced |
| DnB Asset Management AS | 85,774 | $8.25M | 0.05% | +8,352+10.8% | Added |
| Employees Retirement System of Texas | 86,030 | $8.27M | 0.10% | −57,000−39.9% | Reduced |
| Nissay Asset Management Corp | 86,312 | $8.30M | 0.07% | +1,983+2.4% | Added |
| Public Sector Pension Investment Board | 86,349 | $8.30M | 0.05% | −7,180−7.7% | Reduced |
| NN Investment Partners Holdings N.V. | 87,083 | $8.37M | 0.05% | −142,085−62.0% | Reduced |
| Central Trust Co | 87,812 | $8.44M | 0.24% | −1,145−1.3% | Reduced |
| Yousif Capital Management, LLC | 88,795 | $8.54M | 0.09% | +778+0.9% | Added |
| Teacher Retirement System of Texas | 89,803 | $8.63M | 0.04% | −71,639−44.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 90,846 | $8.73M | 0.48% | +75,059+475.4% | Added |
| Truist Financial Corp | 91,349 | $8.78M | 0.01% | −17,414−16.0% | Reduced |
| Manning & Napier Group, LLC | 93,329 | $8.97M | 0.09% | +9,299+11.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,493 | $9.09M | 0.09% | −16,100−14.6% | Reduced |
| Forsta Ap-Fonden | 94,800 | $9.11M | 0.10% | −6,900−6.8% | Reduced |
| Venture Visionary Partners LLC | 96,927 | $9.32M | 0.62% | +1,023+1.1% | Added |
| Credit Agricole S A | 98,090 | $9.43M | 0.29% | −2,608,448−96.4% | Reduced |
| Trust Co of Toledo NA | 98,942 | $9.51M | 1.46% | −633−0.6% | Reduced |
| Natixis Advisors, L.P. | 100,997 | $9.71M | 0.04% | +20,058+24.8% | Added |
| Amalgamated Bank | 109,521 | $10.5M | 0.08% | −7,623−6.5% | Reduced |
| Amalgamated Financial Corp. | 109,521 | $10.5M | 0.08% | +109,521 | New |
| State of Michigan Retirement System | 109,809 | $10.6M | 0.06% | +213+0.2% | Added |
| Commonwealth Equity Services, LLC | 113,468 | $10.9M | 0.02% | +186+0.2% | Added |
| Susquehanna International Group, LLP | 113,495 | $10.9M | 0.02% | +13,497+13.5% | Added |
| KBC Group NV | 114,977 | $11.1M | 0.04% | +1,355+1.2% | Added |
| Maryland Capital Management | 115,144 | $11.1M | 0.69% | +2,062+1.8% | Added |
| Advisor Group Holdings, Inc. | 104,090 | $11.1M | 0.02% | −972−0.9% | Reduced |
| MetLife Investment Management | 118,435 | $11.4M | 0.07% | +22,266+23.2% | Added |
| Arizona State Retirement System | 119,439 | $11.5M | 0.09% | +3,707+3.2% | Added |
| USS Investment Management Ltd | 121,515 | $11.7M | 0.10% | +19,736+19.4% | Added |
| American International Group, Inc. | 124,765 | $12.0M | 0.07% | −3,830−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 126,685 | $12.2M | 0.12% | +70,265+124.5% | Added |
| Bridgewater Associates, LP | 127,045 | $12.2M | 0.05% | +91,693+259.4% | Added |
| Handelsbanken Fonder AB | 134,555 | $12.9M | 0.07% | +2,923+2.2% | Added |
| Sandler Capital Management | 136,026 | $13.1M | 1.98% | −80,810−37.3% | Reduced |
| Tredje AP-fonden | 136,451 | $13.1M | 0.27% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 137,331 | $13.2M | 0.40% | +100+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,749 | $13.5M | 0.05% | −65,645−31.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 141,607 | $13.6M | 0.02% | +8,422+6.3% | Added |