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, 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
- 819
- −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
- 257 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 | 1,602 | $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, 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 |
|---|---|---|---|---|---|
| Pensionfund DSM Netherlands | 57,753 | $4.76M | 3.01% | −4,000−6.5% | Reduced |
| Highland Capital Management, LLC | 58,050 | $4.78M | 0.34% | +40+0.1% | Added |
| Illinois Municipal Retirement Fund | 59,265 | $4.88M | 0.11% | +52,822+819.8% | Added |
| Texas Permanent School Fund | 59,962 | $4.94M | 0.08% | +3,503+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 60,279 | $4.96M | 0.01% | −81,328−57.4% | Reduced |
| Susquehanna International Group, LLP | 62,557 | $5.15M | 0.01% | −50,938−44.9% | Reduced |
| Mirabella Financial Services LLP | 62,601 | $5.16M | 0.51% | +62,601 | New |
| Advisors Management Group Inc | 62,734 | $5.17M | 1.81% | −523−0.8% | Reduced |
| HighTower Advisors, LLC | 62,854 | $5.17M | 0.01% | −7,796−11.0% | Reduced |
| M&T Bank Corp | 63,186 | $5.19M | 0.02% | +15,639+32.9% | Added |
| Ossiam | 63,465 | $5.23M | 0.16% | +38,173+150.9% | Added |
| Azimuth Capital Investment Management LLC | 65,557 | $5.40M | 0.27% | +65,557 | New |
| Rockefeller Capital Management L.P. | 65,840 | $5.42M | 0.03% | +40,792+162.9% | Added |
| Carret Asset Management, LLC | 65,961 | $5.43M | 0.75% | −7,620−10.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,098 | $5.44M | 0.06% | +7,857+13.5% | Added |
| Teacher Retirement System of Texas | 68,677 | $5.66M | 0.04% | −21,126−23.5% | Reduced |
| Oregon Public Employees Retirement Fund | 70,860 | $5.83M | 0.09% | +35,760+101.9% | Added |
| Gulf International Bank (UK) Ltd | 70,316 | $5.85M | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 71,342 | $5.88M | 0.03% | +146+0.2% | Added |
| New York Life Investment Management LLC | 71,629 | $5.90M | 0.07% | +71,629 | New |
| IFM Investors Pty Ltd | 74,299 | $6.12M | 0.11% | +4,495+6.4% | Added |
| Ashfield Capital Partners, LLC | 75,114 | $6.19M | 0.48% | −757−1.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 76,124 | $6.27M | 0.94% | +1,095+1.5% | Added |
| TCW Group Inc | 79,446 | $6.54M | 0.09% | −2,227−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 79,643 | $6.56M | 0.02% | −551−0.7% | Reduced |
| Comerica Bank | 80,671 | $6.63M | 0.05% | −509−0.6% | Reduced |
| Utah Retirement Systems | 81,003 | $6.67M | 0.11% | +3,300+4.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 82,937 | $6.83M | 0.05% | −607−0.7% | Reduced |
| Truist Financial Corp | 83,142 | $6.85M | 0.01% | −8,207−9.0% | Reduced |
| Credit Agricole S A | 83,452 | $6.87M | 0.27% | −14,638−14.9% | Reduced |
| Pinnacle Associates Ltd | 83,634 | $6.89M | 0.15% | +3,540+4.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,693 | $7.06M | 0.09% | −8,800−9.3% | Reduced |
| Public Sector Pension Investment Board | 86,349 | $7.11M | 0.06% | 00.0% | Unchanged |
| ING Groep NV | 86,596 | $7.13M | 0.08% | +17,165+24.7% | Added |
| Natixis Advisors, L.P. | 86,690 | $7.14M | 0.03% | −14,307−14.2% | Reduced |
| Yousif Capital Management, LLC | 87,540 | $7.21M | 0.09% | −1,255−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 87,489 | $7.22M | 0.12% | +24,985+40.0% | Added |
| Mutual of America Capital Management LLC | 87,929 | $7.24M | 0.09% | +5,755+7.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,030 | $7.25M | 0.17% | +12,004+15.8% | Added |
| Central Trust Co | 88,159 | $7.26M | 0.24% | +347+0.4% | Added |
| Vert Asset Management LLC | 88,439 | $7.28M | 6.74% | +7,129+8.8% | Added |
| Worldquant Millennium Advisors LLC | 89,034 | $7.33M | 0.21% | +89,034 | New |
| DnB Asset Management AS | 90,242 | $7.43M | 0.05% | +4,468+5.2% | Added |
| Nissay Asset Management Corp | 90,854 | $7.48M | 0.07% | +4,542+5.3% | Added |
| Venture Visionary Partners LLC | 96,085 | $7.91M | 0.60% | −842−0.9% | Reduced |
| Trust Co of Toledo NA | 98,080 | $8.08M | 1.42% | −862−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 102,813 | $8.48M | 0.02% | −1,277−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 104,546 | $8.61M | 0.02% | +29,723+39.7% | Added |
| State of Tennessee, Treasury Department | 106,723 | $8.79M | 0.04% | +39,388+58.5% | Added |
| Forsta Ap-Fonden | 110,800 | $9.12M | 0.12% | +16,000+16.9% | Added |
| First Trust Advisors LP | 114,164 | $9.40M | 0.01% | −401,805−77.9% | Reduced |
| Maryland Capital Management | 114,687 | $9.45M | 0.74% | −457−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,181 | $9.48M | 0.10% | +38,098+49.4% | Added |
| USS Investment Management Ltd | 116,458 | $9.59M | 0.10% | −5,057−4.2% | Reduced |
| KBC Group NV | 117,107 | $9.64M | 0.05% | +2,130+1.9% | Added |
| Amalgamated Bank | 117,924 | $9.71M | 0.09% | +8,403+7.7% | Added |
| Cubist Systematic Strategies, LLC | 118,350 | $9.75M | 0.07% | +96,550+442.9% | Added |
| ProShare Advisors LLC | 119,562 | $9.85M | 0.03% | −30,480−20.3% | Reduced |
| MetLife Investment Management | 122,303 | $10.1M | 0.08% | +3,868+3.3% | Added |
| State of Michigan Retirement System | 122,509 | $10.1M | 0.07% | +12,700+11.6% | Added |
| Arizona State Retirement System | 122,709 | $10.1M | 0.10% | +3,270+2.7% | Added |
| Walleye Trading LLC | 123,006 | $10.1M | 0.24% | +123,006 | New |
| LGT Group Foundation | 125,765 | $10.4M | 0.32% | −52,050−29.3% | Reduced |
| Manning & Napier Group, LLC | 125,873 | $10.4M | 0.12% | +32,544+34.9% | Added |
| American International Group, Inc. | 126,531 | $10.4M | 0.07% | +1,766+1.4% | Added |
| Resolute Capital Asset Partners LLC | 129,785 | $10.7M | 7.68% | −20,000−13.4% | Reduced |
| GSI Capital Advisors LLC | 134,171 | $11.0M | 4.86% | +60,696+82.6% | Added |
| Cannell Peter B & Co Inc | 135,355 | $11.1M | 0.40% | −1,976−1.4% | Reduced |
| Tredje AP-fonden | 136,451 | $11.2M | 0.28% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 138,168 | $11.4M | 0.07% | +3,613+2.7% | Added |
| Keybank National Association | 141,250 | $11.6M | 0.06% | −1,473−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 144,132 | $11.9M | 0.03% | +30,664+27.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 144,510 | $11.9M | 0.69% | +53,664+59.1% | Added |
| Stifel Financial Corp | 155,885 | $12.8M | 0.02% | −449−0.3% | Reduced |
| LPL Financial LLC | 163,190 | $13.4M | 0.01% | +18,774+13.0% | Added |
| Point72 Asset Management, L.P. | 167,100 | $13.8M | 0.06% | +167,100 | New |
| B&I Capital AG | 167,720 | $13.8M | 4.47% | +167,720 | New |
| AMF Pensionsforsakring AB | 169,582 | $14.0M | 0.14% | −75,853−30.9% | Reduced |
| Storebrand Asset Management AS | 169,826 | $14.0M | 0.08% | +1,003+0.6% | Added |
| Calamos Advisors LLC | 170,284 | $14.0M | 0.06% | +4,578+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 174,473 | $14.4M | 0.03% | +2,165+1.3% | Added |
| GEM Realty Capital | 175,572 | $14.5M | 4.24% | +175,572 | New |
| AQR Capital Management LLC | 176,122 | $14.5M | 0.03% | +4,239+2.5% | Added |
| Royal London Asset Management Ltd | 179,312 | $14.8M | 0.07% | +15,334+9.4% | Added |
| Guggenheim Capital LLC | 180,541 | $14.9M | 0.12% | −30,388−14.4% | Reduced |
| Thrivent Financial for Lutherans | 183,058 | $15.1M | 0.04% | −1,725−0.9% | Reduced |
| TD Asset Management Inc | 189,109 | $15.6M | 0.02% | −2,115−1.1% | Reduced |
| Natixis | 193,189 | $15.9M | 0.06% | −75,749−28.2% | Reduced |
| Candriam Luxembourg S.C.A. | 201,588 | $16.6M | 0.14% | −119,425−37.2% | Reduced |
| Tekla Capital Management LLC | 203,083 | $16.7M | 0.66% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 211,686 | $17.4M | 0.11% | +44,925+26.9% | Added |
| Bridgewater Associates, LP | 218,117 | $18.0M | 0.08% | +91,072+71.7% | Added |
| Van Eck Associates Corp | 219,327 | $18.1M | 0.05% | −10,978−4.8% | Reduced |
| CIBC World Markets Corp | 226,184 | $18.6M | 0.18% | −19,395−7.9% | Reduced |
| Intech Investment Management LLC | 227,091 | $18.7M | 0.11% | +227,091 | New |
| D. E. Shaw & Co., Inc. | 228,582 | $18.8M | 0.03% | +86,626+61.0% | Added |
| Nisa Investment Advisors, LLC | 241,940 | $19.9M | 0.17% | −18,381−7.1% | Reduced |
| Davis Selected Advisers | 244,330 | $20.1M | 0.13% | −880−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 249,842 | $20.6M | 0.02% | −5,805−2.3% | Reduced |
| Impax Asset Management Group plc | 259,771 | $21.4M | 0.10% | +2,346+0.9% | Added |