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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 70,650 | $6.79M | 0.02% | +20,035+39.6% | Added |
| Gulf International Bank (UK) Ltd | 70,316 | $6.76M | 0.10% | +425+0.6% | Added |
| IFM Investors Pty Ltd | 69,804 | $6.71M | 0.10% | +15,432+28.4% | Added |
| ING Groep NV | 69,431 | $6.67M | 0.07% | +8,440+13.8% | Added |
| State of Tennessee, Treasury Department | 67,335 | $6.47M | 0.02% | −2,144−3.1% | Reduced |
| British Columbia Investment Management Corp | 67,196 | $6.46M | 0.04% | −7,197−9.7% | Reduced |
| Azimuth Capital Management LLC | 65,403 | $6.29M | 0.27% | +2,472+3.9% | Added |
| Bank of Nova Scotia | 64,727 | $6.22M | 0.01% | −18,694−22.4% | Reduced |
| B. Riley Wealth Management, Inc. | 64,684 | $6.22M | 0.48% | −4,389−6.4% | Reduced |
| HGI Capital Management, LLC | 64,148 | $6.17M | 1.90% | +42,099+190.9% | Added |
| Advisors Management Group Inc | 63,257 | $6.08M | 2.06% | −663−1.0% | Reduced |
| Mackay Shields LLC | 62,558 | $6.01M | 0.05% | −2,461−3.8% | Reduced |
| Swiss Life Asset Management Ltd | 62,504 | $6.01M | 0.08% | +8,985+16.8% | Added |
| Pensionfund DSM Netherlands | 61,753 | $5.94M | 2.83% | −24,200−28.2% | Reduced |
| Pinebridge Investments, L.P. | 61,081 | $5.87M | 0.06% | +1,907+3.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,241 | $5.60M | 0.06% | +3,606+6.6% | Added |
| Highland Capital Management, LLC | 58,010 | $5.58M | 0.33% | +58,010 | New |
| Jane Street Group, LLC | 57,610 | $5.54M | 0.01% | +30,195+110.1% | Added |
| Private Asset Management Inc | 57,389 | $5.52M | 0.75% | +961+1.7% | Added |
| South Dakota Investment Council | 57,289 | $5.51M | 0.11% | +40,093+233.2% | Added |
| Texas Permanent School Fund | 56,459 | $5.43M | 0.07% | −3,578−6.0% | Reduced |
| Sarasin & Partners LLP | 56,242 | $5.41M | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 54,978 | $5.29M | 0.02% | −121,479−68.8% | Reduced |
| KMG Fiduciary Partners, LLC | 54,679 | $5.26M | 0.84% | −3,271−5.6% | Reduced |
| CIBC Asset Management Inc | 54,549 | $5.24M | 0.02% | +14,251+35.4% | Added |
| Metropolitan Life Insurance Co | 52,365 | $5.03M | 0.18% | −26,096−33.3% | Reduced |
| Norinchukin Bank, The | 51,176 | $4.92M | 0.07% | +4,297+9.2% | Added |
| Oppenheimer Asset Management Inc. | 51,157 | $4.92M | 0.07% | −143,745−73.8% | Reduced |
| Garland Capital Management Inc | 49,745 | $4.78M | 3.17% | +50+0.1% | Added |
| Squarepoint Ops LLC | 49,468 | $4.76M | 0.04% | +37,104+300.1% | Added |
| Windward Capital Management Co | 49,123 | $4.72M | 0.42% | −578−1.2% | Reduced |
| Hartford Investment Management Co | 48,653 | $4.68M | 0.12% | −2,904−5.6% | Reduced |
| Lockheed Martin Investment Management Co | 48,113 | $4.63M | 0.25% | −2,000−4.0% | Reduced |
| First Republic Investment Management, Inc. | 47,587 | $4.58M | 0.01% | −5,817−10.9% | Reduced |
| M&T Bank Corp | 47,547 | $4.57M | 0.02% | +1,492+3.2% | Added |
| Gateway Investment Advisers LLC | 45,443 | $4.37M | 0.04% | −74−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 45,218 | $4.35M | 0.09% | −745−1.6% | Reduced |
| US Bancorp | 44,119 | $4.24M | 0.01% | +331+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 42,476 | $4.08M | 0.41% | +1,726+4.2% | Added |
| Mackenzie Financial Corp | 40,616 | $3.90M | 0.01% | +2,440+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 40,053 | $3.85M | 0.01% | −94−0.2% | Reduced |
| Bamco Inc | 39,757 | $3.82M | 0.01% | +39,757 | New |
| Cambridge Investment Research Advisors, Inc. | 39,580 | $3.81M | 0.02% | −82−0.2% | Reduced |
| Callahan Advisors, LLC | 38,763 | $3.73M | 0.43% | −128−0.3% | Reduced |
| Private Advisor Group, LLC | 38,378 | $3.69M | 0.03% | +1,305+3.5% | Added |
| Cetera Advisor Networks LLC | 38,210 | $3.67M | 0.04% | −693−1.8% | Reduced |
| Fifth Third Bancorp | 37,469 | $3.60M | 0.01% | +1,409+3.9% | Added |
| DuPont Capital Management Corp | 37,384 | $3.59M | 0.14% | −409−1.1% | Reduced |
| Nordea Investment Management AB | 36,688 | $3.59M | 0.00% | −97−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,928 | $3.55M | 0.05% | +2,741+8.0% | Added |
| Kornitzer Capital Management Inc | 36,790 | $3.54M | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 36,790 | $3.54M | 0.24% | +140.0% | Added |
| Rainey & Randall Investment Management Inc. | 35,324 | $3.40M | 1.23% | +23+0.1% | Added |
| Oregon Public Employees Retirement Fund | 35,100 | $3.38M | 0.03% | +805+2.3% | Added |
| Elo Mutual Pension Insurance Co | 34,234 | $3.29M | 0.10% | +2,528+8.0% | Added |
| Vident Investment Advisory, LLC | 34,050 | $3.27M | 0.09% | +1,152+3.5% | Added |
| Wolverine Trading, LLC | 32,910 | $3.22M | 0.09% | +836+2.6% | Added |
| Maryland State Retirement & Pension System | 33,419 | $3.21M | 0.09% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 33,012 | $3.17M | 0.05% | +125+0.4% | Added |
| United Capital Financial Advisers, LLC | 32,889 | $3.16M | 0.02% | −3,189−8.8% | Reduced |
| Achmea Investment Management B.V. | 32,194 | $3.10M | 0.08% | +32,194 | New |
| Baird Financial Group, Inc. | 31,094 | $2.99M | 0.01% | +982+3.3% | Added |
| Lincluden Management Ltd | 30,487 | $2.93M | 0.26% | −36,180−54.3% | Reduced |
| Mercer Global Advisors Inc | 30,419 | $2.92M | 0.02% | +3,698+13.8% | Added |
| Edmond de Rothschild Holding S.A. | 30,372 | $2.92M | 0.06% | +2,431+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 29,809 | $2.87M | 0.03% | −1,297−4.2% | Reduced |
| Shell Asset Management Co | 29,812 | $2.87M | 0.07% | +1,489+5.3% | Added |
| Xponance, Inc. | 29,525 | $2.84M | 0.05% | +1,080+3.8% | Added |
| Jefferies Group LLC | 29,500 | $2.84M | 0.07% | −67,198−69.5% | Reduced |
| Wealthfront Advisers LLC | 28,951 | $2.78M | 0.01% | +2,993+11.5% | Added |
| Pensionfund Sabic | 28,259 | $2.72M | 0.68% | −5,000−15.0% | Reduced |
| FORA Capital, LLC | 27,477 | $2.69M | 0.48% | +27,477 | New |
| Oppenheimer & Co Inc | 27,909 | $2.68M | 0.05% | +2,075+8.0% | Added |
| Louisiana State Employees Retirement System | 27,500 | $2.68M | 0.06% | +200+0.7% | Added |
| Kentucky Retirement Systems | 27,745 | $2.67M | 0.11% | +1,305+4.9% | Added |
| Commerce Bank | 27,546 | $2.65M | 0.02% | −718−2.5% | Reduced |
| APG Asset Management N.V. | 30,450 | $2.63M | 0.00% | −13,400−30.6% | Reduced |
| Creative Planning | 27,306 | $2.63M | 0.00% | +897+3.4% | Added |
| Mariner, LLC | 27,095 | $2.60M | 0.01% | +3,966+17.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,995 | $2.60M | 0.37% | +1,543+6.1% | Added |
| Allstate Corp | 26,385 | $2.54M | 0.07% | −11,166−29.7% | Reduced |
| Blair William & Co | 26,114 | $2.51M | 0.01% | −300−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,431 | $2.44M | 0.04% | +1,355+5.6% | Added |
| New Mexico Educational Retirement Board | 25,348 | $2.44M | 0.09% | −500−1.9% | Reduced |
| Ossiam | 25,292 | $2.43M | 0.06% | +25,292 | New |
| Rockefeller Capital Management L.P. | 25,048 | $2.41M | 0.01% | +1,316+5.5% | Added |
| Boothbay Fund Management, LLC | 24,922 | $2.40M | 0.08% | +10,164+68.9% | Added |
| Boston Family Office LLC | 24,796 | $2.38M | 0.17% | +34+0.1% | Added |
| Crossmark Global Holdings, Inc. | 24,470 | $2.35M | 0.05% | −154−0.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,076 | $2.34M | 0.09% | +9,705+67.5% | Added |
| MML Investors Services, LLC | 24,169 | $2.32M | 0.02% | +90.0% | Added |
| Marshall Wace, LLP | 24,100 | $2.32M | 0.00% | +24,100 | New |
| Capital Investment Advisors, LLC | 23,832 | $2.29M | 0.07% | −2,157−8.3% | Reduced |
| Rafferty Asset Management, LLC | 23,794 | $2.29M | 0.01% | +1,106+4.9% | Added |
| XML Financial, LLC | 23,508 | $2.26M | 0.27% | −399−1.7% | Reduced |
| Virtu Financial LLC | 22,997 | $2.21M | 0.16% | +17,810+343.4% | Added |
| Blueshift Asset Management, LLC | 22,991 | $2.21M | 0.20% | +4,126+21.9% | Added |
| SG Americas Securities, LLC | 22,681 | $2.18M | 0.02% | −55,190−70.9% | Reduced |
| Seeyond | 22,663 | $2.18M | 0.22% | +8,527+60.3% | Added |
| ProVise Management Group, LLC | 22,612 | $2.17M | 0.21% | −146−0.6% | Reduced |