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; 1,601 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Welltower Inc. as of Jun 30, 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
- 818
- −14 vs. Q1 2022
- Shares held
- 454.1M
- +20.2M (+4.7%) vs. Q1 2022
- Total value
- $37.4B
- −$4.30B (−10.3%) vs. Q1 2022
- New holders
- 75
- 316 more added
- Sold out
- 89
- 256 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,236 | $97.4B |
| Q4 2024 | 1,130 | $77.9B |
| Q3 2024 | 1,063 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 962 | $52.6B |
| Q4 2023 | 934 | $48.6B |
| Q3 2023 | 827 | $42.1B |
| Q2 2023 | 812 | $39.9B |
| Q1 2023 | 775 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 785 | $29.8B |
| Q2 2022 | 818 | $37.4B |
| Q1 2022 | 846 | $42.3B |
| Q4 2021 | 806 | $36.5B |
| Q3 2021 | 762 | $33.6B |
| Q2 2021 | 757 | $33.4B |
| Q1 2021 | 732 | $27.4B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 72,812,146 | $6.00B | 0.17% | +1,078,309+1.5% | Added |
| BlackRock Inc. | 49,853,783 | $4.11B | 0.13% | +3,609,656+7.8% | Added |
| Cohen & Steers, Inc. | 34,133,631 | $2.81B | 5.52% | −1,065,866−3.0% | Reduced |
| State Street Corp | 31,161,238 | $2.57B | 0.15% | +988,063+3.3% | Added |
| FMR LLC | 19,058,363 | $1.57B | 0.16% | −208,511−1.1% | Reduced |
| Wellington Management Group LLP | 18,027,417 | $1.48B | 0.30% | +4,228,487+30.6% | Added |
| Norges Bank | 16,847,350 | $1.39B | 0.36% | +1,287,509+8.3% | Added |
| Geode Capital Management, LLC | 9,953,284 | $818.3M | 0.12% | +520,131+5.5% | Added |
| Price T Rowe Associates Inc | 9,231,883 | $760.2M | 0.10% | −565,686−5.8% | Reduced |
| Resolution Capital Ltd | 8,178,299 | $673.5M | 10.12% | +692,503+9.3% | Added |
| Invesco Ltd. | 7,464,285 | $614.7M | 0.19% | +539,960+7.8% | Added |
| Daiwa Securities Group Inc. | 7,078,850 | $582.9M | 4.45% | −210,815−2.9% | Reduced |
| Northern Trust Corp | 6,571,740 | $541.2M | 0.12% | −110,694−1.7% | Reduced |
| Morgan Stanley | 6,415,678 | $528.3M | 0.07% | +1,382,917+27.5% | Added |
| JPMorgan Chase & Co | 6,227,240 | $512.8M | 0.08% | −309,929−4.7% | Reduced |
| Dimensional Fund Advisors LP | 6,138,331 | $505.5M | 0.18% | +17,692+0.3% | Added |
| Legal & General Group Plc | 6,079,972 | $500.7M | 0.18% | +535,873+9.7% | Added |
| Deutsche Bank AG | 4,672,561 | $384.8M | 0.21% | −432,434−8.5% | Reduced |
| Principal Financial Group Inc | 4,615,158 | $380.1M | 0.28% | +82,215+1.8% | Added |
| UBS Asset Management Americas Inc | 4,397,316 | $362.1M | 0.19% | +125,314+2.9% | Added |
| Charles Schwab Investment Management Inc | 4,395,546 | $362.0M | 0.13% | +150,450+3.5% | Added |
| Bank of America Corp | 4,292,880 | $353.5M | 0.04% | +2,499,315+139.3% | Added |
| Bank of New York Mellon Corp | 4,063,320 | $334.6M | 0.08% | +86,497+2.2% | Added |
| Nuveen Asset Management, LLC | 3,991,347 | $328.7M | 0.13% | +228,478+6.1% | Added |
| Zimmer Partners, LP | 3,487,500 | $287.2M | 6.14% | −37,500−1.1% | Reduced |
| Boston Partners | 3,361,280 | $276.8M | 0.39% | +54,969+1.7% | Added |
| Prudential Financial Inc | 3,343,994 | $275.4M | 0.44% | +484,591+16.9% | Added |
| Centersquare Investment Management LLC | 3,194,596 | $263.1M | 2.71% | +158,010+5.2% | Added |
| MUFG Securities EMEA plc | 3,051,525 | $251.3M | 4.86% | +3,051,525 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,911,391 | $239.8M | 0.18% | +249,143+9.4% | Added |
| Ameriprise Financial Inc | 2,684,790 | $213.2M | 0.07% | −260,026−8.8% | Reduced |
| Russell Investments Group, Ltd. | 2,575,360 | $212.4M | 0.43% | −28,727−1.1% | Reduced |
| Duff & Phelps Investment Management Co | 2,056,762 | $167.9M | 2.08% | +302,500+17.2% | Added |
| Schroder Investment Management Group | 1,985,797 | $163.5M | 0.25% | +768,241+63.1% | Added |
| Swiss National Bank | 1,940,280 | $159.8M | 0.11% | +55,000+2.9% | Added |
| Goldman Sachs Group Inc | 1,938,470 | $159.6M | 0.05% | −68,216−3.4% | Reduced |
| Massachusetts Financial Services Co | 1,806,331 | $148.8M | 0.05% | +475,123+35.7% | Added |
| Canada Pension Plan Investment Board | 1,707,130 | $140.6M | 0.23% | −126,600−6.9% | Reduced |
| SEI Investments Co | 1,681,608 | $138.4M | 0.30% | +6,765+0.4% | Added |
| Macquarie Group Ltd | 1,657,088 | $136.7M | 0.15% | −32,918−1.9% | Reduced |
| Cbre Clarion Securities LLC | 1,634,286 | $134.6M | 2.11% | −3,104−0.2% | Reduced |
| Amundi | 1,641,807 | $131.5M | 0.11% | −82,646−4.8% | Reduced |
| Heitman Real Estate Securities LLC | 1,590,999 | $131.0M | 6.14% | +106,890+7.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,530,456 | $126.0M | 0.23% | +568,842+59.2% | Added |
| Alliancebernstein L.P. | 1,378,951 | $113.6M | 0.05% | +220,254+19.0% | Added |
| Pictet Asset Management SA | 1,326,271 | $109.2M | 0.15% | +88,834+7.2% | Added |
| Neuberger Berman Group LLC | 1,316,731 | $108.5M | 0.11% | −4,761−0.4% | Reduced |
| Janus Henderson Group PLC | 1,248,689 | $102.8M | 0.07% | −109,869−8.1% | Reduced |
| Brookfield Asset Management Inc. | 1,248,600 | $102.8M | 0.44% | −304,006−19.6% | Reduced |
| American Century Companies Inc | 1,247,129 | $102.7M | 0.08% | −474,628−27.6% | Reduced |
| Lasalle Investment Management Securities LLC | 1,224,834 | $100.9M | 3.77% | −39,903−3.2% | Reduced |
| Adelante Capital Management LLC | 1,108,585 | $91.3M | 5.49% | +55,995+5.3% | Added |
| Royal Bank of Canada | 1,058,109 | $87.1M | 0.03% | +218,669+26.0% | Added |
| Credit Suisse AG | 1,020,225 | $84.0M | 0.09% | −7,255−0.7% | Reduced |
| Wells Fargo & Company | 1,019,636 | $84.0M | 0.03% | −130,807−11.4% | Reduced |
| STRS Ohio | 1,005,170 | $82.8M | 0.37% | −74,602−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 996,534 | $82.1M | 0.35% | −23,174−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 924,765 | $76.2M | 0.36% | +58,102+6.7% | Added |
| HSBC Holdings PLC | 861,069 | $71.3M | 0.11% | +23,717+2.8% | Added |
| California Public Employees Retirement System | 864,899 | $71.2M | 0.07% | −30,595−3.4% | Reduced |
| Rhumbline Advisers | 842,124 | $69.3M | 0.10% | +114,915+15.8% | Added |
| Standard Life Aberdeen plc | 794,735 | $66.1M | 0.21% | −1,637−0.2% | Reduced |
| UBS Group AG | 782,314 | $64.4M | 0.03% | −149,132−16.0% | Reduced |
| Aew Capital Management L P | 776,826 | $64.0M | 2.40% | −246,262−24.1% | Reduced |
| California State Teachers Retirement System | 751,624 | $61.9M | 0.10% | +22,849+3.1% | Added |
| Voya Investment Management LLC | 747,167 | $61.5M | 0.16% | +34,005+4.8% | Added |
| FIL Ltd | 738,410 | $60.8M | 0.07% | −100,697−12.0% | Reduced |
| National Pension Service | 704,797 | $58.0M | 0.12% | +68,150+10.7% | Added |
| Senator Investment Group LP | 700,000 | $57.6M | 4.13% | −315,000−31.0% | Reduced |
| Hazelview Securities Inc. | 651,158 | $53.6M | 7.20% | +154,160+31.0% | Added |
| Great West Life Assurance Co | 621,969 | $51.3M | 0.14% | +20,417+3.4% | Added |
| Epoch Investment Partners, Inc. | 617,718 | $50.9M | 0.30% | −42,656−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 570,240 | $47.0M | 0.30% | +75,256+15.2% | Added |
| New York State Common Retirement Fund | 552,029 | $45.5M | 0.06% | +37,002+7.2% | Added |
| State Board of Administration of Florida Retirement System | 544,799 | $44.9M | 0.11% | +22,399+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 543,876 | $44.8M | 0.11% | +82,246+17.8% | Added |
| Voloridge Investment Management, LLC | 542,356 | $44.7M | 0.23% | +313,436+136.9% | Added |
| State of New Jersey Common Pension Fund D | 542,249 | $44.7M | 0.17% | +6,351+1.2% | Added |
| Border to Coast Pensions Partnership Ltd | 526,589 | $43.5M | 1.35% | −110,000−17.3% | Reduced |
| CORDA Investment Management, LLC. | 500,873 | $41.2M | 3.50% | −8,958−1.8% | Reduced |
| Citigroup Inc | 500,035 | $41.2M | 0.06% | −136,455−21.4% | Reduced |
| State of Wisconsin Investment Board | 493,452 | $40.6M | 0.11% | −39,184−7.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 472,806 | $38.9M | 0.09% | +18,300+4.0% | Added |
| New York State Teachers Retirement System | 460,363 | $37.9M | 0.09% | +1,353+0.3% | Added |
| Allianz Asset Management GmbH | 459,766 | $37.9M | 0.04% | +26,171+6.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458,718 | $37.8M | 0.17% | +45,425+11.0% | Added |
| AXA S.A. | 457,168 | $37.6M | 0.14% | +10,046+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 457,115 | $37.6M | 0.14% | +316,366+224.8% | Added |
| Factory Mutual Insurance Co | 445,900 | $36.7M | 0.60% | −16,200−3.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 439,667 | $36.2M | 2.52% | +14,639+3.4% | Added |
| Retirement Systems of Alabama | 435,682 | $35.9M | 0.15% | +884+0.2% | Added |
| Marshall Wace, LLP | 430,653 | $35.5M | 0.08% | +406,553+1,686.9% | Added |
| Victory Capital Management Inc | 417,096 | $34.3M | 0.04% | +10,422+2.6% | Added |
| Securian Asset Management, Inc | 412,198 | $33.9M | 0.81% | −12,411−2.9% | Reduced |
| Westpac Banking Corp | 395,541 | $32.6M | 0.42% | +152,674+62.9% | Added |
| Manufacturers Life Insurance Company, The | 394,450 | $32.5M | 0.02% | +49,286+14.3% | Added |
| Renaissance Technologies LLC | 385,263 | $31.7M | 0.04% | +385,263 | New |
| Barclays PLC | 374,141 | $30.8M | 0.03% | −69,369−15.6% | Reduced |
| State of Alaska, Department of Revenue | 372,665 | $30.7M | 0.38% | +52,365+16.3% | Added |
| Korea Investment CORP | 352,667 | $29.0M | 0.09% | +147,167+71.6% | Added |