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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 333,747 | $32.1M | 0.03% | −84,578−20.2% | Reduced |
| Bowen Hanes & Co Inc | 332,243 | $31.9M | 0.95% | −500−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 321,013 | $30.9M | 0.21% | +291,008+969.9% | Added |
| State of Alaska, Department of Revenue | 320,300 | $30.8M | 0.32% | −725−0.2% | Reduced |
| Millennium Management LLC | 295,539 | $28.4M | 0.03% | −26,597−8.3% | Reduced |
| Swedbank AB | 294,734 | $28.3M | 0.05% | −117,180−28.4% | Reduced |
| Toronto Dominion Bank | 289,469 | $27.8M | 0.04% | −14,786−4.9% | Reduced |
| DekaBank Deutsche Girozentrale | 281,830 | $27.6M | 0.07% | +8,322+3.0% | Added |
| 1832 Asset Management L.P. | 287,811 | $27.3M | 0.04% | +7,313+2.6% | Added |
| Envestnet Asset Management Inc | 283,457 | $27.3M | 0.01% | −187,335−39.8% | Reduced |
| Chilton Capital Management LLC | 282,909 | $27.2M | 1.43% | −6,111−2.1% | Reduced |
| Virginia Retirement Systems Et Al | 272,233 | $26.2M | 0.25% | +7,600+2.9% | Added |
| Natixis | 268,938 | $25.9M | 0.09% | +184,110+217.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 265,207 | $25.5M | 0.09% | +213+0.1% | Added |
| Nisa Investment Advisors, LLC | 260,321 | $25.0M | 0.18% | −219,679−45.8% | Reduced |
| Impax Asset Management Group plc | 257,425 | $24.7M | 0.10% | +1,475+0.6% | Added |
| The PNC Financial Services Group, Inc. | 255,647 | $24.6M | 0.02% | −11,229−4.2% | Reduced |
| AMF Pensionsforsakring AB | 245,435 | $23.6M | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Corp | 245,579 | $23.6M | 0.19% | +245,579 | New |
| Davis Selected Advisers | 245,210 | $23.6M | 0.12% | −2,630−1.1% | Reduced |
| Westpac Banking Corp | 242,867 | $23.3M | 0.27% | −182,871−43.0% | Reduced |
| Van Eck Associates Corp | 230,305 | $22.1M | 0.05% | −30,501−11.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 229,323 | $22.0M | 0.11% | +13,222+6.1% | Added |
| Voloridge Investment Management, LLC | 228,920 | $22.0M | 0.12% | +68,232+42.5% | Added |
| Presima Inc. | 226,950 | $21.8M | 4.43% | −49,600−17.9% | Reduced |
| Guggenheim Capital LLC | 210,929 | $20.3M | 0.12% | −21,825−9.4% | Reduced |
| Korea Investment CORP | 205,500 | $19.8M | 0.05% | +107,200+109.1% | Added |
| Tekla Capital Management LLC | 203,083 | $19.5M | 0.69% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 201,776 | $19.4M | 0.04% | +18,191+9.9% | Added |
| TD Asset Management Inc | 191,224 | $18.4M | 0.02% | +1,064+0.6% | Added |
| Aviva PLC | 188,212 | $18.1M | 0.09% | +17,014+9.9% | Added |
| Thrivent Financial for Lutherans | 184,783 | $17.8M | 0.03% | −15,739−7.8% | Reduced |
| LGT Group Foundation | 177,815 | $17.4M | 0.41% | +11,286+6.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 172,308 | $16.6M | 0.03% | +683+0.4% | Added |
| AQR Capital Management LLC | 171,883 | $16.5M | 0.03% | −1,264−0.7% | Reduced |
| Storebrand Asset Management AS | 168,823 | $16.2M | 0.08% | −12,807−7.1% | Reduced |
| Treasurer of the State of North Carolina | 166,761 | $16.0M | 0.09% | +2,828+1.7% | Added |
| Calamos Advisors LLC | 165,706 | $15.9M | 0.06% | +22,188+15.5% | Added |
| Royal London Asset Management Ltd | 163,978 | $15.8M | 0.06% | +12,844+8.5% | Added |
| Walleye Capital LLC | 160,376 | $15.4M | 0.44% | −69,416−30.2% | Reduced |
| Stifel Financial Corp | 156,334 | $15.0M | 0.02% | −21,195−11.9% | Reduced |
| ProShare Advisors LLC | 150,042 | $14.4M | 0.03% | −5,624−3.6% | Reduced |
| Resolute Capital Asset Partners LLC | 149,785 | $14.4M | 9.20% | +5,000+3.5% | Added |
| LPL Financial LLC | 144,416 | $13.9M | 0.01% | +12,598+9.6% | Added |
| Keybank National Association | 142,723 | $13.7M | 0.06% | −3,843−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 141,956 | $13.6M | 0.02% | −88,020−38.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 141,607 | $13.6M | 0.02% | +8,422+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,749 | $13.5M | 0.05% | −65,645−31.8% | Reduced |
| Cannell Peter B & Co Inc | 137,331 | $13.2M | 0.40% | +100+0.1% | Added |
| Tredje AP-fonden | 136,451 | $13.1M | 0.27% | 00.0% | Unchanged |
| Sandler Capital Management | 136,026 | $13.1M | 1.98% | −80,810−37.3% | Reduced |
| Handelsbanken Fonder AB | 134,555 | $12.9M | 0.07% | +2,923+2.2% | Added |
| Bridgewater Associates, LP | 127,045 | $12.2M | 0.05% | +91,693+259.4% | Added |
| Tower Research Capital LLC (TRC) | 126,685 | $12.2M | 0.12% | +70,265+124.5% | Added |
| American International Group, Inc. | 124,765 | $12.0M | 0.07% | −3,830−3.0% | Reduced |
| USS Investment Management Ltd | 121,515 | $11.7M | 0.10% | +19,736+19.4% | Added |
| Arizona State Retirement System | 119,439 | $11.5M | 0.09% | +3,707+3.2% | Added |
| MetLife Investment Management | 118,435 | $11.4M | 0.07% | +22,266+23.2% | Added |
| Advisor Group Holdings, Inc. | 104,090 | $11.1M | 0.02% | −972−0.9% | Reduced |
| Maryland Capital Management | 115,144 | $11.1M | 0.69% | +2,062+1.8% | Added |
| KBC Group NV | 114,977 | $11.1M | 0.04% | +1,355+1.2% | Added |
| Susquehanna International Group, LLP | 113,495 | $10.9M | 0.02% | +13,497+13.5% | Added |
| Commonwealth Equity Services, LLC | 113,468 | $10.9M | 0.02% | +186+0.2% | Added |
| State of Michigan Retirement System | 109,809 | $10.6M | 0.06% | +213+0.2% | 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 |
| Natixis Advisors, L.P. | 100,997 | $9.71M | 0.04% | +20,058+24.8% | Added |
| Trust Co of Toledo NA | 98,942 | $9.51M | 1.46% | −633−0.6% | Reduced |
| Credit Agricole S A | 98,090 | $9.43M | 0.29% | −2,608,448−96.4% | Reduced |
| Venture Visionary Partners LLC | 96,927 | $9.32M | 0.62% | +1,023+1.1% | Added |
| Forsta Ap-Fonden | 94,800 | $9.11M | 0.10% | −6,900−6.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,493 | $9.09M | 0.09% | −16,100−14.6% | Reduced |
| Manning & Napier Group, LLC | 93,329 | $8.97M | 0.09% | +9,299+11.1% | Added |
| Truist Financial Corp | 91,349 | $8.78M | 0.01% | −17,414−16.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 90,846 | $8.73M | 0.48% | +75,059+475.4% | Added |
| Teacher Retirement System of Texas | 89,803 | $8.63M | 0.04% | −71,639−44.4% | Reduced |
| Yousif Capital Management, LLC | 88,795 | $8.54M | 0.09% | +778+0.9% | Added |
| Central Trust Co | 87,812 | $8.44M | 0.24% | −1,145−1.3% | Reduced |
| NN Investment Partners Holdings N.V. | 87,083 | $8.37M | 0.05% | −142,085−62.0% | Reduced |
| Public Sector Pension Investment Board | 86,349 | $8.30M | 0.05% | −7,180−7.7% | Reduced |
| Nissay Asset Management Corp | 86,312 | $8.30M | 0.07% | +1,983+2.4% | Added |
| Employees Retirement System of Texas | 86,030 | $8.27M | 0.10% | −57,000−39.9% | Reduced |
| DnB Asset Management AS | 85,774 | $8.25M | 0.05% | +8,352+10.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 83,544 | $8.03M | 0.05% | −12,729−13.2% | Reduced |
| Comerica Bank | 81,180 | $7.92M | 0.06% | −28,373−25.9% | Reduced |
| Mutual of America Capital Management LLC | 82,174 | $7.90M | 0.08% | +1,222+1.5% | Added |
| TCW Group Inc | 81,673 | $7.85M | 0.07% | −13,122−13.8% | Reduced |
| Vert Asset Management LLC | 81,310 | $7.82M | 6.30% | +9,309+12.9% | Added |
| Robeco Institutional Asset Management B.V. | 80,194 | $7.71M | 0.02% | −9,389−10.5% | Reduced |
| Pinnacle Associates Ltd | 80,094 | $7.70M | 0.14% | +677+0.9% | Added |
| Utah Retirement Systems | 77,703 | $7.47M | 0.10% | −1,400−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 77,083 | $7.41M | 0.08% | +77,083 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,026 | $7.31M | 0.16% | +5,697+8.1% | Added |
| Ashfield Capital Partners, LLC | 75,871 | $7.29M | 0.47% | +12,502+19.7% | Added |
| Liberty Mutual Group Asset Management Inc. | 75,029 | $7.21M | 0.25% | +75,029 | New |
| Mirae Asset Global Investments Co., Ltd. | 74,823 | $7.19M | 0.02% | +16,436+28.2% | Added |
| Carret Asset Management, LLC | 73,581 | $7.07M | 0.81% | −984−1.3% | Reduced |
| Gillson Capital LP | 73,500 | $7.07M | 0.56% | +73,500 | New |
| GSI Capital Advisors LLC | 73,475 | $7.06M | 2.66% | +45,211+160.0% | Added |
| Public Employees Retirement Association of Colorado | 71,196 | $6.84M | 0.03% | −3,881−5.2% | Reduced |