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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 265,408 | $21.9M | 0.04% | −24,061−8.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,055 | $22.7M | 0.13% | +46,732+20.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 276,604 | $22.8M | 0.09% | +11,397+4.3% | Added |
| Millennium Management LLC | 285,881 | $23.5M | 0.03% | −9,658−3.3% | Reduced |
| Chilton Capital Management LLC | 286,693 | $23.6M | 1.44% | +3,784+1.3% | Added |
| Envestnet Asset Management Inc | 287,353 | $23.7M | 0.01% | +3,896+1.4% | Added |
| Swedbank AB | 289,930 | $23.9M | 0.05% | −4,804−1.6% | Reduced |
| 1832 Asset Management L.P. | 298,011 | $24.5M | 0.05% | +10,200+3.5% | Added |
| BNP Paribas Arbitrage, SA | 311,046 | $25.6M | 0.06% | +109,270+54.2% | Added |
| DekaBank Deutsche Girozentrale | 316,457 | $26.0M | 0.08% | +34,627+12.3% | Added |
| Citadel Advisors LLC | 327,906 | $27.0M | 0.04% | −314,763−49.0% | Reduced |
| Bowen Hanes & Co Inc | 332,243 | $27.4M | 0.99% | 00.0% | Unchanged |
| Raymond James & Associates | 334,742 | $27.6M | 0.03% | +995+0.3% | Added |
| Cambiar Investors LLC | 342,857 | $28.2M | 1.26% | −60,426−15.0% | Reduced |
| Aviva PLC | 345,887 | $28.5M | 0.15% | +157,675+83.8% | Added |
| Franklin Resources Inc | 346,458 | $28.5M | 0.01% | +3,618+1.1% | Added |
| Bank of Montreal | 343,953 | $28.9M | 0.02% | −103,168−23.1% | Reduced |
| Korea Investment CORP | 352,667 | $29.0M | 0.09% | +147,167+71.6% | Added |
| State of Alaska, Department of Revenue | 372,665 | $30.7M | 0.38% | +52,365+16.3% | Added |
| Barclays PLC | 374,141 | $30.8M | 0.03% | −69,369−15.6% | Reduced |
| Renaissance Technologies LLC | 385,263 | $31.7M | 0.04% | +385,263 | New |
| Manufacturers Life Insurance Company, The | 394,450 | $32.5M | 0.02% | +49,286+14.3% | Added |
| Westpac Banking Corp | 395,541 | $32.6M | 0.42% | +152,674+62.9% | Added |
| Securian Asset Management, Inc | 412,198 | $33.9M | 0.81% | −12,411−2.9% | Reduced |
| Victory Capital Management Inc | 417,096 | $34.3M | 0.04% | +10,422+2.6% | Added |
| Marshall Wace, LLP | 430,653 | $35.5M | 0.08% | +406,553+1,686.9% | Added |
| Retirement Systems of Alabama | 435,682 | $35.9M | 0.15% | +884+0.2% | Added |
| Uniplan Investment Counsel, Inc. | 439,667 | $36.2M | 2.52% | +14,639+3.4% | Added |
| Factory Mutual Insurance Co | 445,900 | $36.7M | 0.60% | −16,200−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 457,115 | $37.6M | 0.14% | +316,366+224.8% | Added |
| AXA S.A. | 457,168 | $37.6M | 0.14% | +10,046+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458,718 | $37.8M | 0.17% | +45,425+11.0% | Added |
| Allianz Asset Management GmbH | 459,766 | $37.9M | 0.04% | +26,171+6.0% | Added |
| New York State Teachers Retirement System | 460,363 | $37.9M | 0.09% | +1,353+0.3% | Added |
| Adage Capital Partners GP, L.L.C. | 472,806 | $38.9M | 0.09% | +18,300+4.0% | Added |
| State of Wisconsin Investment Board | 493,452 | $40.6M | 0.11% | −39,184−7.4% | Reduced |
| Citigroup Inc | 500,035 | $41.2M | 0.06% | −136,455−21.4% | Reduced |
| CORDA Investment Management, LLC. | 500,873 | $41.2M | 3.50% | −8,958−1.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 526,589 | $43.5M | 1.35% | −110,000−17.3% | Reduced |
| State of New Jersey Common Pension Fund D | 542,249 | $44.7M | 0.17% | +6,351+1.2% | Added |
| Voloridge Investment Management, LLC | 542,356 | $44.7M | 0.23% | +313,436+136.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 543,876 | $44.8M | 0.11% | +82,246+17.8% | Added |
| State Board of Administration of Florida Retirement System | 544,799 | $44.9M | 0.11% | +22,399+4.3% | Added |
| New York State Common Retirement Fund | 552,029 | $45.5M | 0.06% | +37,002+7.2% | Added |
| Nomura Asset Management Co Ltd | 570,240 | $47.0M | 0.30% | +75,256+15.2% | Added |
| Epoch Investment Partners, Inc. | 617,718 | $50.9M | 0.30% | −42,656−6.5% | Reduced |
| Great West Life Assurance Co | 621,969 | $51.3M | 0.14% | +20,417+3.4% | Added |
| Hazelview Securities Inc. | 651,158 | $53.6M | 7.20% | +154,160+31.0% | Added |
| Senator Investment Group LP | 700,000 | $57.6M | 4.13% | −315,000−31.0% | Reduced |
| National Pension Service | 704,797 | $58.0M | 0.12% | +68,150+10.7% | Added |
| FIL Ltd | 738,410 | $60.8M | 0.07% | −100,697−12.0% | Reduced |
| Voya Investment Management LLC | 747,167 | $61.5M | 0.16% | +34,005+4.8% | Added |
| California State Teachers Retirement System | 751,624 | $61.9M | 0.10% | +22,849+3.1% | Added |
| Aew Capital Management L P | 776,826 | $64.0M | 2.40% | −246,262−24.1% | Reduced |
| UBS Group AG | 782,314 | $64.4M | 0.03% | −149,132−16.0% | Reduced |
| Standard Life Aberdeen plc | 794,735 | $66.1M | 0.21% | −1,637−0.2% | Reduced |
| Rhumbline Advisers | 842,124 | $69.3M | 0.10% | +114,915+15.8% | Added |
| California Public Employees Retirement System | 864,899 | $71.2M | 0.07% | −30,595−3.4% | Reduced |
| HSBC Holdings PLC | 861,069 | $71.3M | 0.11% | +23,717+2.8% | Added |
| Asset Management One Co.,Ltd. | 924,765 | $76.2M | 0.36% | +58,102+6.7% | Added |
| Public Employees Retirement System of Ohio | 996,534 | $82.1M | 0.35% | −23,174−2.3% | Reduced |
| STRS Ohio | 1,005,170 | $82.8M | 0.37% | −74,602−6.9% | Reduced |
| Wells Fargo & Company | 1,019,636 | $84.0M | 0.03% | −130,807−11.4% | Reduced |
| Credit Suisse AG | 1,020,225 | $84.0M | 0.09% | −7,255−0.7% | Reduced |
| Royal Bank of Canada | 1,058,109 | $87.1M | 0.03% | +218,669+26.0% | Added |
| Adelante Capital Management LLC | 1,108,585 | $91.3M | 5.49% | +55,995+5.3% | Added |
| Lasalle Investment Management Securities LLC | 1,224,834 | $100.9M | 3.77% | −39,903−3.2% | Reduced |
| American Century Companies Inc | 1,247,129 | $102.7M | 0.08% | −474,628−27.6% | Reduced |
| Brookfield Asset Management Inc. | 1,248,600 | $102.8M | 0.44% | −304,006−19.6% | Reduced |
| Janus Henderson Group PLC | 1,248,689 | $102.8M | 0.07% | −109,869−8.1% | Reduced |
| Neuberger Berman Group LLC | 1,316,731 | $108.5M | 0.11% | −4,761−0.4% | Reduced |
| Pictet Asset Management SA | 1,326,271 | $109.2M | 0.15% | +88,834+7.2% | Added |
| Alliancebernstein L.P. | 1,378,951 | $113.6M | 0.05% | +220,254+19.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,530,456 | $126.0M | 0.23% | +568,842+59.2% | Added |
| Heitman Real Estate Securities LLC | 1,590,999 | $131.0M | 6.14% | +106,890+7.2% | Added |
| Amundi | 1,641,807 | $131.5M | 0.11% | −82,646−4.8% | Reduced |
| Cbre Clarion Securities LLC | 1,634,286 | $134.6M | 2.11% | −3,104−0.2% | Reduced |
| Macquarie Group Ltd | 1,657,088 | $136.7M | 0.15% | −32,918−1.9% | Reduced |
| SEI Investments Co | 1,681,608 | $138.4M | 0.30% | +6,765+0.4% | Added |
| Canada Pension Plan Investment Board | 1,707,130 | $140.6M | 0.23% | −126,600−6.9% | Reduced |
| Massachusetts Financial Services Co | 1,806,331 | $148.8M | 0.05% | +475,123+35.7% | Added |
| Goldman Sachs Group Inc | 1,938,470 | $159.6M | 0.05% | −68,216−3.4% | Reduced |
| Swiss National Bank | 1,940,280 | $159.8M | 0.11% | +55,000+2.9% | Added |
| Schroder Investment Management Group | 1,985,797 | $163.5M | 0.25% | +768,241+63.1% | Added |
| Duff & Phelps Investment Management Co | 2,056,762 | $167.9M | 2.08% | +302,500+17.2% | Added |
| Russell Investments Group, Ltd. | 2,575,360 | $212.4M | 0.43% | −28,727−1.1% | Reduced |
| Ameriprise Financial Inc | 2,684,790 | $213.2M | 0.07% | −260,026−8.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,911,391 | $239.8M | 0.18% | +249,143+9.4% | Added |
| MUFG Securities EMEA plc | 3,051,525 | $251.3M | 4.86% | +3,051,525 | New |
| Centersquare Investment Management LLC | 3,194,596 | $263.1M | 2.71% | +158,010+5.2% | Added |
| Prudential Financial Inc | 3,343,994 | $275.4M | 0.44% | +484,591+16.9% | Added |
| Boston Partners | 3,361,280 | $276.8M | 0.39% | +54,969+1.7% | Added |
| Zimmer Partners, LP | 3,487,500 | $287.2M | 6.14% | −37,500−1.1% | Reduced |
| Nuveen Asset Management, LLC | 3,991,347 | $328.7M | 0.13% | +228,478+6.1% | Added |
| Bank of New York Mellon Corp | 4,063,320 | $334.6M | 0.08% | +86,497+2.2% | Added |
| Bank of America Corp | 4,292,880 | $353.5M | 0.04% | +2,499,315+139.3% | Added |
| Charles Schwab Investment Management Inc | 4,395,546 | $362.0M | 0.13% | +150,450+3.5% | Added |
| UBS Asset Management Americas Inc | 4,397,316 | $362.1M | 0.19% | +125,314+2.9% | Added |
| Principal Financial Group Inc | 4,615,158 | $380.1M | 0.28% | +82,215+1.8% | Added |
| Deutsche Bank AG | 4,672,561 | $384.8M | 0.21% | −432,434−8.5% | Reduced |