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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 141,956 | $13.6M | 0.02% | −88,020−38.3% | Reduced |
| Keybank National Association | 142,723 | $13.7M | 0.06% | −3,843−2.6% | Reduced |
| LPL Financial LLC | 144,416 | $13.9M | 0.01% | +12,598+9.6% | Added |
| Resolute Capital Asset Partners LLC | 149,785 | $14.4M | 9.20% | +5,000+3.5% | Added |
| ProShare Advisors LLC | 150,042 | $14.4M | 0.03% | −5,624−3.6% | Reduced |
| Stifel Financial Corp | 156,334 | $15.0M | 0.02% | −21,195−11.9% | Reduced |
| Walleye Capital LLC | 160,376 | $15.4M | 0.44% | −69,416−30.2% | Reduced |
| Royal London Asset Management Ltd | 163,978 | $15.8M | 0.06% | +12,844+8.5% | Added |
| Calamos Advisors LLC | 165,706 | $15.9M | 0.06% | +22,188+15.5% | Added |
| Treasurer of the State of North Carolina | 166,761 | $16.0M | 0.09% | +2,828+1.7% | Added |
| Storebrand Asset Management AS | 168,823 | $16.2M | 0.08% | −12,807−7.1% | Reduced |
| AQR Capital Management LLC | 171,883 | $16.5M | 0.03% | −1,264−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 172,308 | $16.6M | 0.03% | +683+0.4% | Added |
| LGT Group Foundation | 177,815 | $17.4M | 0.41% | +11,286+6.8% | Added |
| Thrivent Financial for Lutherans | 184,783 | $17.8M | 0.03% | −15,739−7.8% | Reduced |
| Aviva PLC | 188,212 | $18.1M | 0.09% | +17,014+9.9% | Added |
| TD Asset Management Inc | 191,224 | $18.4M | 0.02% | +1,064+0.6% | Added |
| BNP Paribas Arbitrage, SA | 201,776 | $19.4M | 0.04% | +18,191+9.9% | Added |
| Tekla Capital Management LLC | 203,083 | $19.5M | 0.69% | 00.0% | Unchanged |
| Korea Investment CORP | 205,500 | $19.8M | 0.05% | +107,200+109.1% | Added |
| Guggenheim Capital LLC | 210,929 | $20.3M | 0.12% | −21,825−9.4% | Reduced |
| Presima Inc. | 226,950 | $21.8M | 4.43% | −49,600−17.9% | Reduced |
| Voloridge Investment Management, LLC | 228,920 | $22.0M | 0.12% | +68,232+42.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 229,323 | $22.0M | 0.11% | +13,222+6.1% | Added |
| Van Eck Associates Corp | 230,305 | $22.1M | 0.05% | −30,501−11.7% | Reduced |
| Westpac Banking Corp | 242,867 | $23.3M | 0.27% | −182,871−43.0% | Reduced |
| Davis Selected Advisers | 245,210 | $23.6M | 0.12% | −2,630−1.1% | Reduced |
| CIBC World Markets Corp | 245,579 | $23.6M | 0.19% | +245,579 | New |
| AMF Pensionsforsakring AB | 245,435 | $23.6M | 0.17% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 255,647 | $24.6M | 0.02% | −11,229−4.2% | Reduced |
| Impax Asset Management Group plc | 257,425 | $24.7M | 0.10% | +1,475+0.6% | Added |
| Nisa Investment Advisors, LLC | 260,321 | $25.0M | 0.18% | −219,679−45.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 265,207 | $25.5M | 0.09% | +213+0.1% | Added |
| Natixis | 268,938 | $25.9M | 0.09% | +184,110+217.0% | Added |
| Virginia Retirement Systems Et Al | 272,233 | $26.2M | 0.25% | +7,600+2.9% | Added |
| Chilton Capital Management LLC | 282,909 | $27.2M | 1.43% | −6,111−2.1% | Reduced |
| Envestnet Asset Management Inc | 283,457 | $27.3M | 0.01% | −187,335−39.8% | Reduced |
| 1832 Asset Management L.P. | 287,811 | $27.3M | 0.04% | +7,313+2.6% | Added |
| DekaBank Deutsche Girozentrale | 281,830 | $27.6M | 0.07% | +8,322+3.0% | Added |
| Toronto Dominion Bank | 289,469 | $27.8M | 0.04% | −14,786−4.9% | Reduced |
| Swedbank AB | 294,734 | $28.3M | 0.05% | −117,180−28.4% | Reduced |
| Millennium Management LLC | 295,539 | $28.4M | 0.03% | −26,597−8.3% | Reduced |
| State of Alaska, Department of Revenue | 320,300 | $30.8M | 0.32% | −725−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 321,013 | $30.9M | 0.21% | +291,008+969.9% | Added |
| Bowen Hanes & Co Inc | 332,243 | $31.9M | 0.95% | −500−0.2% | Reduced |
| Raymond James & Associates | 333,747 | $32.1M | 0.03% | −84,578−20.2% | Reduced |
| Franklin Resources Inc | 342,840 | $33.0M | 0.01% | +22,937+7.2% | Added |
| Manufacturers Life Insurance Company, The | 345,164 | $33.2M | 0.02% | −55,116−13.8% | Reduced |
| Victory Capital Management Inc | 406,674 | $37.3M | 0.04% | +30,331+8.1% | Added |
| Cambiar Investors LLC | 403,283 | $38.8M | 1.46% | −6,901−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 413,293 | $39.7M | 0.16% | +29,175+7.6% | Added |
| Securian Asset Management, Inc | 424,609 | $40.8M | 0.80% | +51,500+13.8% | Added |
| Uniplan Investment Counsel, Inc. | 425,028 | $40.9M | 2.41% | +11,754+2.8% | Added |
| Allianz Asset Management GmbH | 433,595 | $41.7M | 0.03% | −95,406−18.0% | Reduced |
| Retirement Systems of Alabama | 434,798 | $41.8M | 0.15% | +4,308+1.0% | Added |
| Barclays PLC | 443,510 | $42.6M | 0.03% | −184,145−29.3% | Reduced |
| AXA S.A. | 447,122 | $43.0M | 0.12% | +8,139+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 454,506 | $43.7M | 0.08% | −9,300−2.0% | Reduced |
| Bank of Montreal | 447,121 | $43.8M | 0.02% | −186,607−29.4% | Reduced |
| New York State Teachers Retirement System | 459,010 | $44.1M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 461,630 | $44.4M | 0.10% | +216,274+88.1% | Added |
| Factory Mutual Insurance Co | 462,100 | $44.4M | 0.60% | −16,200−3.4% | Reduced |
| Hazelview Securities Inc. | 496,998 | $47.6M | 6.16% | +113,080+29.5% | Added |
| Nomura Asset Management Co Ltd | 494,984 | $47.6M | 0.26% | +18,335+3.8% | Added |
| CORDA Investment Management, LLC. | 509,831 | $49.0M | 3.80% | −10,374−2.0% | Reduced |
| New York State Common Retirement Fund | 515,027 | $49.5M | 0.05% | −5,710−1.1% | Reduced |
| First Trust Advisors LP | 515,969 | $49.6M | 0.05% | +83,280+19.2% | Added |
| State Board of Administration of Florida Retirement System | 522,400 | $50.2M | 0.10% | −2,286−0.4% | Reduced |
| State of Wisconsin Investment Board | 532,636 | $51.2M | 0.11% | +42,494+8.7% | Added |
| State of New Jersey Common Pension Fund D | 535,898 | $51.5M | 0.16% | +4,761+0.9% | Added |
| Great West Life Assurance Co | 601,552 | $60.4M | 0.13% | −91,125−13.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 636,589 | $61.1M | 1.74% | +636,589 | New |
| Citigroup Inc | 636,490 | $61.2M | 0.06% | −296,782−31.8% | Reduced |
| National Pension Service | 636,647 | $61.2M | 0.11% | −37,437−5.6% | Reduced |
| Citadel Advisors LLC | 642,669 | $61.8M | 0.07% | +631,528+5,668.5% | Added |
| Epoch Investment Partners, Inc. | 660,374 | $63.5M | 0.31% | −13,634−2.0% | Reduced |
| Voya Investment Management LLC | 713,162 | $68.6M | 0.14% | +356,021+99.7% | Added |
| Rhumbline Advisers | 727,209 | $69.9M | 0.09% | +12,109+1.7% | Added |
| California State Teachers Retirement System | 728,775 | $70.1M | 0.09% | −28,934−3.8% | Reduced |
| Standard Life Aberdeen plc | 796,372 | $77.7M | 0.20% | −78,837−9.0% | Reduced |
| FIL Ltd | 839,107 | $80.7M | 0.08% | +76,605+10.0% | Added |
| Royal Bank of Canada | 839,440 | $80.7M | 0.02% | +250,312+42.5% | Added |
| HSBC Holdings PLC | 837,352 | $81.6M | 0.11% | −161,797−16.2% | Reduced |
| Asset Management One Co.,Ltd. | 866,663 | $83.3M | 0.33% | −36,525−4.0% | Reduced |
| California Public Employees Retirement System | 895,494 | $86.1M | 0.07% | −51,850−5.5% | Reduced |
| UBS Group AG | 931,446 | $89.5M | 0.04% | +168,161+22.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 961,614 | $92.4M | 0.14% | +214,130+28.6% | Added |
| Senator Investment Group LP | 1,015,000 | $97.6M | 3.03% | +1,015,000 | New |
| Public Employees Retirement System of Ohio | 1,019,708 | $98.0M | 0.35% | +376,837+58.6% | Added |
| Aew Capital Management L P | 1,023,088 | $98.4M | 2.86% | −311,219−23.3% | Reduced |
| Credit Suisse AG | 1,027,480 | $98.8M | 0.09% | +7,055+0.7% | Added |
| Adelante Capital Management LLC | 1,052,590 | $101.2M | 5.02% | −290,091−21.6% | Reduced |
| STRS Ohio | 1,079,772 | $103.8M | 0.38% | −7,572−0.7% | Reduced |
| Wells Fargo & Company | 1,150,443 | $110.6M | 0.03% | −47,212−3.9% | Reduced |
| Alliancebernstein L.P. | 1,158,697 | $111.4M | 0.04% | +18,076+1.6% | Added |
| Pictet Asset Management SA | 1,237,437 | $119.0M | 0.14% | +148,895+13.7% | Added |
| Schroder Investment Management Group | 1,217,556 | $119.2M | 0.16% | +23,047+1.9% | Added |
| Lasalle Investment Management Securities LLC | 1,264,737 | $121.6M | 3.88% | +474,173+60.0% | Added |
| AMP Capital Investors Ltd | 1,284,311 | $123.6M | 5.21% | −179,432−12.3% | Reduced |
| Neuberger Berman Group LLC | 1,321,492 | $127.1M | 0.11% | +57,090+4.5% | Added |