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 |
|---|---|---|---|---|---|
| Bank of Montreal | 343,953 | $28.9M | 0.02% | −103,168−23.1% | Reduced |
| Franklin Resources Inc | 346,458 | $28.5M | 0.01% | +3,618+1.1% | Added |
| Aviva PLC | 345,887 | $28.5M | 0.15% | +157,675+83.8% | Added |
| Cambiar Investors LLC | 342,857 | $28.2M | 1.26% | −60,426−15.0% | Reduced |
| Raymond James & Associates | 334,742 | $27.6M | 0.03% | +995+0.3% | Added |
| Bowen Hanes & Co Inc | 332,243 | $27.4M | 0.99% | 00.0% | Unchanged |
| Citadel Advisors LLC | 327,906 | $27.0M | 0.04% | −314,763−49.0% | Reduced |
| DekaBank Deutsche Girozentrale | 316,457 | $26.0M | 0.08% | +34,627+12.3% | Added |
| BNP Paribas Arbitrage, SA | 311,046 | $25.6M | 0.06% | +109,270+54.2% | Added |
| 1832 Asset Management L.P. | 298,011 | $24.5M | 0.05% | +10,200+3.5% | Added |
| Swedbank AB | 289,930 | $23.9M | 0.05% | −4,804−1.6% | Reduced |
| Envestnet Asset Management Inc | 287,353 | $23.7M | 0.01% | +3,896+1.4% | Added |
| Chilton Capital Management LLC | 286,693 | $23.6M | 1.44% | +3,784+1.3% | Added |
| Millennium Management LLC | 285,881 | $23.5M | 0.03% | −9,658−3.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 276,604 | $22.8M | 0.09% | +11,397+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,055 | $22.7M | 0.13% | +46,732+20.4% | Added |
| Toronto Dominion Bank | 265,408 | $21.9M | 0.04% | −24,061−8.3% | Reduced |
| Impax Asset Management Group plc | 259,771 | $21.4M | 0.10% | +2,346+0.9% | Added |
| The PNC Financial Services Group, Inc. | 249,842 | $20.6M | 0.02% | −5,805−2.3% | Reduced |
| Davis Selected Advisers | 244,330 | $20.1M | 0.13% | −880−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 241,940 | $19.9M | 0.17% | −18,381−7.1% | Reduced |
| D. E. Shaw & Co., Inc. | 228,582 | $18.8M | 0.03% | +86,626+61.0% | Added |
| Intech Investment Management LLC | 227,091 | $18.7M | 0.11% | +227,091 | New |
| CIBC World Markets Corp | 226,184 | $18.6M | 0.18% | −19,395−7.9% | Reduced |
| Van Eck Associates Corp | 219,327 | $18.1M | 0.05% | −10,978−4.8% | Reduced |
| Bridgewater Associates, LP | 218,117 | $18.0M | 0.08% | +91,072+71.7% | Added |
| Treasurer of the State of North Carolina | 211,686 | $17.4M | 0.11% | +44,925+26.9% | Added |
| Tekla Capital Management LLC | 203,083 | $16.7M | 0.66% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 201,588 | $16.6M | 0.14% | −119,425−37.2% | Reduced |
| Natixis | 193,189 | $15.9M | 0.06% | −75,749−28.2% | Reduced |
| TD Asset Management Inc | 189,109 | $15.6M | 0.02% | −2,115−1.1% | Reduced |
| Thrivent Financial for Lutherans | 183,058 | $15.1M | 0.04% | −1,725−0.9% | Reduced |
| Guggenheim Capital LLC | 180,541 | $14.9M | 0.12% | −30,388−14.4% | Reduced |
| Royal London Asset Management Ltd | 179,312 | $14.8M | 0.07% | +15,334+9.4% | Added |
| AQR Capital Management LLC | 176,122 | $14.5M | 0.03% | +4,239+2.5% | Added |
| GEM Realty Capital | 175,572 | $14.5M | 4.24% | +175,572 | New |
| Raymond James Financial Services Advisors, Inc. | 174,473 | $14.4M | 0.03% | +2,165+1.3% | Added |
| Calamos Advisors LLC | 170,284 | $14.0M | 0.06% | +4,578+2.8% | Added |
| Storebrand Asset Management AS | 169,826 | $14.0M | 0.08% | +1,003+0.6% | Added |
| AMF Pensionsforsakring AB | 169,582 | $14.0M | 0.14% | −75,853−30.9% | Reduced |
| B&I Capital AG | 167,720 | $13.8M | 4.47% | +167,720 | New |
| Point72 Asset Management, L.P. | 167,100 | $13.8M | 0.06% | +167,100 | New |
| LPL Financial LLC | 163,190 | $13.4M | 0.01% | +18,774+13.0% | Added |
| Stifel Financial Corp | 155,885 | $12.8M | 0.02% | −449−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 144,510 | $11.9M | 0.69% | +53,664+59.1% | Added |
| Commonwealth Equity Services, LLC | 144,132 | $11.9M | 0.03% | +30,664+27.0% | Added |
| Keybank National Association | 141,250 | $11.6M | 0.06% | −1,473−1.0% | Reduced |
| Handelsbanken Fonder AB | 138,168 | $11.4M | 0.07% | +3,613+2.7% | Added |
| Tredje AP-fonden | 136,451 | $11.2M | 0.28% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 135,355 | $11.1M | 0.40% | −1,976−1.4% | Reduced |
| GSI Capital Advisors LLC | 134,171 | $11.0M | 4.86% | +60,696+82.6% | Added |
| Resolute Capital Asset Partners LLC | 129,785 | $10.7M | 7.68% | −20,000−13.4% | Reduced |
| American International Group, Inc. | 126,531 | $10.4M | 0.07% | +1,766+1.4% | Added |
| Manning & Napier Group, LLC | 125,873 | $10.4M | 0.12% | +32,544+34.9% | Added |
| LGT Group Foundation | 125,765 | $10.4M | 0.32% | −52,050−29.3% | Reduced |
| Walleye Trading LLC | 123,006 | $10.1M | 0.24% | +123,006 | New |
| Arizona State Retirement System | 122,709 | $10.1M | 0.10% | +3,270+2.7% | Added |
| State of Michigan Retirement System | 122,509 | $10.1M | 0.07% | +12,700+11.6% | Added |
| MetLife Investment Management | 122,303 | $10.1M | 0.08% | +3,868+3.3% | Added |
| ProShare Advisors LLC | 119,562 | $9.85M | 0.03% | −30,480−20.3% | Reduced |
| Cubist Systematic Strategies, LLC | 118,350 | $9.75M | 0.07% | +96,550+442.9% | Added |
| Amalgamated Bank | 117,924 | $9.71M | 0.09% | +8,403+7.7% | Added |
| KBC Group NV | 117,107 | $9.64M | 0.05% | +2,130+1.9% | Added |
| USS Investment Management Ltd | 116,458 | $9.59M | 0.10% | −5,057−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,181 | $9.48M | 0.10% | +38,098+49.4% | Added |
| Maryland Capital Management | 114,687 | $9.45M | 0.74% | −457−0.4% | Reduced |
| First Trust Advisors LP | 114,164 | $9.40M | 0.01% | −401,805−77.9% | Reduced |
| Forsta Ap-Fonden | 110,800 | $9.12M | 0.12% | +16,000+16.9% | Added |
| State of Tennessee, Treasury Department | 106,723 | $8.79M | 0.04% | +39,388+58.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 104,546 | $8.61M | 0.02% | +29,723+39.7% | Added |
| Advisor Group Holdings, Inc. | 102,813 | $8.48M | 0.02% | −1,277−1.2% | Reduced |
| Trust Co of Toledo NA | 98,080 | $8.08M | 1.42% | −862−0.9% | Reduced |
| Venture Visionary Partners LLC | 96,085 | $7.91M | 0.60% | −842−0.9% | Reduced |
| Nissay Asset Management Corp | 90,854 | $7.48M | 0.07% | +4,542+5.3% | Added |
| DnB Asset Management AS | 90,242 | $7.43M | 0.05% | +4,468+5.2% | Added |
| Worldquant Millennium Advisors LLC | 89,034 | $7.33M | 0.21% | +89,034 | New |
| Vert Asset Management LLC | 88,439 | $7.28M | 6.74% | +7,129+8.8% | Added |
| Central Trust Co | 88,159 | $7.26M | 0.24% | +347+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,030 | $7.25M | 0.17% | +12,004+15.8% | Added |
| Mutual of America Capital Management LLC | 87,929 | $7.24M | 0.09% | +5,755+7.0% | Added |
| Swiss Life Asset Management Ltd | 87,489 | $7.22M | 0.12% | +24,985+40.0% | Added |
| Yousif Capital Management, LLC | 87,540 | $7.21M | 0.09% | −1,255−1.4% | Reduced |
| Natixis Advisors, L.P. | 86,690 | $7.14M | 0.03% | −14,307−14.2% | Reduced |
| ING Groep NV | 86,596 | $7.13M | 0.08% | +17,165+24.7% | Added |
| Public Sector Pension Investment Board | 86,349 | $7.11M | 0.06% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,693 | $7.06M | 0.09% | −8,800−9.3% | Reduced |
| Pinnacle Associates Ltd | 83,634 | $6.89M | 0.15% | +3,540+4.4% | Added |
| Credit Agricole S A | 83,452 | $6.87M | 0.27% | −14,638−14.9% | Reduced |
| Truist Financial Corp | 83,142 | $6.85M | 0.01% | −8,207−9.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 82,937 | $6.83M | 0.05% | −607−0.7% | Reduced |
| Utah Retirement Systems | 81,003 | $6.67M | 0.11% | +3,300+4.2% | Added |
| Comerica Bank | 80,671 | $6.63M | 0.05% | −509−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 79,643 | $6.56M | 0.02% | −551−0.7% | Reduced |
| TCW Group Inc | 79,446 | $6.54M | 0.09% | −2,227−2.7% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 76,124 | $6.27M | 0.94% | +1,095+1.5% | Added |
| Ashfield Capital Partners, LLC | 75,114 | $6.19M | 0.48% | −757−1.0% | Reduced |
| IFM Investors Pty Ltd | 74,299 | $6.12M | 0.11% | +4,495+6.4% | Added |
| New York Life Investment Management LLC | 71,629 | $5.90M | 0.07% | +71,629 | New |
| Public Employees Retirement Association of Colorado | 71,342 | $5.88M | 0.03% | +146+0.2% | Added |
| Gulf International Bank (UK) Ltd | 70,316 | $5.85M | 0.10% | 00.0% | Unchanged |