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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 70,860 | $5.83M | 0.09% | +35,760+101.9% | Added |
| Teacher Retirement System of Texas | 68,677 | $5.66M | 0.04% | −21,126−23.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,098 | $5.44M | 0.06% | +7,857+13.5% | Added |
| Carret Asset Management, LLC | 65,961 | $5.43M | 0.75% | −7,620−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 65,840 | $5.42M | 0.03% | +40,792+162.9% | Added |
| Azimuth Capital Investment Management LLC | 65,557 | $5.40M | 0.27% | +65,557 | New |
| Ossiam | 63,465 | $5.23M | 0.16% | +38,173+150.9% | Added |
| M&T Bank Corp | 63,186 | $5.19M | 0.02% | +15,639+32.9% | Added |
| HighTower Advisors, LLC | 62,854 | $5.17M | 0.01% | −7,796−11.0% | Reduced |
| Advisors Management Group Inc | 62,734 | $5.17M | 1.81% | −523−0.8% | Reduced |
| Mirabella Financial Services LLP | 62,601 | $5.16M | 0.51% | +62,601 | New |
| Susquehanna International Group, LLP | 62,557 | $5.15M | 0.01% | −50,938−44.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 60,279 | $4.96M | 0.01% | −81,328−57.4% | Reduced |
| Texas Permanent School Fund | 59,962 | $4.94M | 0.08% | +3,503+6.2% | Added |
| Illinois Municipal Retirement Fund | 59,265 | $4.88M | 0.11% | +52,822+819.8% | Added |
| Highland Capital Management, LLC | 58,050 | $4.78M | 0.34% | +40+0.1% | Added |
| Pensionfund DSM Netherlands | 57,753 | $4.76M | 3.01% | −4,000−6.5% | Reduced |
| Private Asset Management Inc | 57,469 | $4.73M | 0.77% | +80+0.1% | Added |
| South Dakota Investment Council | 57,289 | $4.72M | 0.11% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 56,427 | $4.65M | 0.06% | +185+0.3% | Added |
| APG Asset Management N.V. | 56,950 | $4.49M | 0.01% | +26,500+87.0% | Added |
| Walleye Capital LLC | 54,242 | $4.47M | 0.13% | −106,134−66.2% | Reduced |
| Tobam | 53,879 | $4.44M | 0.28% | +51,695+2,367.0% | Added |
| KMG Fiduciary Partners, LLC | 52,676 | $4.34M | 0.81% | −2,003−3.7% | Reduced |
| Janney Montgomery Scott LLC | 52,156 | $4.32M | 0.02% | −2,822−5.1% | Reduced |
| CIBC Asset Management Inc | 52,277 | $4.30M | 0.02% | −2,272−4.2% | Reduced |
| British Columbia Investment Management Corp | 51,880 | $4.27M | 0.04% | −15,316−22.8% | Reduced |
| Windward Capital Management Co | 49,429 | $4.07M | 0.44% | +306+0.6% | Added |
| Hartford Investment Management Co | 49,387 | $4.07M | 0.13% | +734+1.5% | Added |
| Garland Capital Management Inc | 49,195 | $4.05M | 3.02% | −550−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 48,117 | $3.96M | 0.07% | −3,040−5.9% | Reduced |
| Metropolitan Life Insurance Co | 47,465 | $3.91M | 0.17% | −4,900−9.4% | Reduced |
| Bank of Nova Scotia | 46,965 | $3.87M | 0.01% | −17,762−27.4% | Reduced |
| First Republic Investment Management, Inc. | 46,515 | $3.83M | 0.01% | −1,072−2.3% | Reduced |
| Gateway Investment Advisers LLC | 45,720 | $3.77M | 0.04% | +277+0.6% | Added |
| Mackenzie Financial Corp | 44,867 | $3.69M | 0.01% | +4,251+10.5% | Added |
| Advisors Asset Management, Inc. | 44,720 | $3.68M | 0.07% | +44,720 | New |
| US Bancorp | 44,530 | $3.67M | 0.01% | +411+0.9% | Added |
| Peapack Gladstone Financial Corp | 43,995 | $3.62M | 0.08% | −1,223−2.7% | Reduced |
| Presima Inc. | 43,850 | $3.61M | 0.89% | −183,100−80.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $3.54M | 0.08% | +10,000+30.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,837 | $3.53M | 0.02% | +3,257+8.2% | Added |
| Norinchukin Bank, The | 42,479 | $3.50M | 0.07% | −8,697−17.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 41,460 | $3.41M | 0.06% | +4,532+12.3% | Added |
| Redpoint Investment Management Pty Ltd | 41,104 | $3.38M | 0.40% | −1,372−3.2% | Reduced |
| Nordea Investment Management AB | 40,477 | $3.36M | 0.00% | +3,789+10.3% | Added |
| Bamco Inc | 39,257 | $3.23M | 0.01% | −500−1.3% | Reduced |
| Callahan Advisors, LLC | 39,236 | $3.23M | 0.43% | +473+1.2% | Added |
| Xponance, Inc. | 38,824 | $3.20M | 0.06% | +9,299+31.5% | Added |
| DuPont Capital Management Corp | 38,112 | $3.14M | 0.15% | +728+1.9% | Added |
| Cetera Advisor Networks LLC | 37,605 | $3.10M | 0.04% | −605−1.6% | Reduced |
| Squarepoint Ops LLC | 37,563 | $3.09M | 0.03% | −11,905−24.1% | Reduced |
| SG Americas Securities, LLC | 37,431 | $3.08M | 0.04% | +14,750+65.0% | Added |
| Versor Investments LP | 37,179 | $3.06M | 0.12% | +31,679+576.0% | Added |
| B. Riley Wealth Management, Inc. | 36,985 | $3.05M | 0.29% | −27,699−42.8% | Reduced |
| Fifth Third Bancorp | 36,844 | $3.03M | 0.01% | −625−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,826 | $3.03M | 0.01% | −3,227−8.1% | Reduced |
| Kornitzer Capital Management Inc | 36,790 | $3.03M | 0.06% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 36,505 | $3.01M | 0.29% | +36,505 | New |
| Spinnaker Trust | 36,515 | $3.01M | 0.23% | −275−0.7% | Reduced |
| Private Advisor Group, LLC | 36,434 | $3.00M | 0.03% | −1,944−5.1% | Reduced |
| PEAK6 Investments LLC | 35,885 | $2.96M | 0.07% | +35,885 | New |
| Lockheed Martin Investment Management Co | 35,553 | $2.93M | 0.20% | −12,560−26.1% | Reduced |
| Elo Mutual Pension Insurance Co | 35,256 | $2.90M | 0.10% | +1,022+3.0% | Added |
| Maryland State Retirement & Pension System | 34,989 | $2.88M | 0.09% | +1,570+4.7% | Added |
| Rainey & Randall Investment Management Inc. | 34,218 | $2.82M | 1.11% | −1,106−3.1% | Reduced |
| Kentucky Retirement Systems | 33,693 | $2.77M | 0.12% | +5,948+21.4% | Added |
| Vident Investment Advisory, LLC | 33,706 | $2.77M | 0.08% | −344−1.0% | Reduced |
| Endeavour Capital Advisors Inc | 33,610 | $2.77M | 0.53% | +33,610 | New |
| Shell Asset Management Co | 33,424 | $2.75M | 0.08% | +3,612+12.1% | Added |
| United Capital Financial Advisers, LLC | 32,884 | $2.71M | 0.01% | −50.0% | Reduced |
| Vontobel Holding Ltd. | 32,049 | $2.67M | 0.03% | +10,372+47.8% | Added |
| Achmea Investment Management B.V. | 32,194 | $2.65M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 30,137 | $2.48M | 0.40% | +3,142+11.6% | Added |
| Natixis Investment Managers International | 30,109 | $2.48M | 0.05% | +19,099+173.5% | Added |
| Oppenheimer & Co Inc | 30,054 | $2.48M | 0.05% | +2,145+7.7% | Added |
| Baird Financial Group, Inc. | 29,926 | $2.46M | 0.01% | −1,168−3.8% | Reduced |
| Mariner, LLC | 29,504 | $2.43M | 0.01% | +2,409+8.9% | Added |
| Duality Advisers, LP | 29,497 | $2.43M | 0.24% | +29,497 | New |
| Allstate Corp | 29,363 | $2.42M | 0.07% | +2,978+11.3% | Added |
| Edmond de Rothschild Holding S.A. | 28,985 | $2.39M | 0.06% | −1,387−4.6% | Reduced |
| Louisiana State Employees Retirement System | 28,700 | $2.36M | 0.06% | +1,200+4.4% | Added |
| Commerce Bank | 28,412 | $2.34M | 0.02% | +866+3.1% | Added |
| Creative Planning | 28,354 | $2.33M | 0.00% | +1,048+3.8% | Added |
| Tower Research Capital LLC (TRC) | 28,080 | $2.31M | 0.05% | −98,605−77.8% | Reduced |
| Mercer Global Advisors Inc | 27,903 | $2.30M | 0.01% | −2,516−8.3% | Reduced |
| Andra AP-fonden | 27,700 | $2.28M | 0.07% | +27,700 | New |
| O'Shaughnessy Asset Management, LLC | 26,977 | $2.22M | 0.04% | +1,546+6.1% | Added |
| Seeyond | 26,656 | $2.19M | 0.25% | +3,993+17.6% | Added |
| Lincluden Management Ltd | 26,617 | $2.19M | 0.24% | −3,870−12.7% | Reduced |
| Blair William & Co | 26,340 | $2.17M | 0.01% | +226+0.9% | Added |
| Pensionfund Sabic | 26,259 | $2.16M | 0.69% | −2,000−7.1% | Reduced |
| JustInvest LLC | 25,616 | $2.11M | 0.10% | +4,216+19.7% | Added |
| Crossmark Global Holdings, Inc. | 25,360 | $2.09M | 0.05% | +890+3.6% | Added |
| Boston Family Office LLC | 24,796 | $2.04M | 0.17% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,398 | $2.01M | 0.01% | −4,553−15.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,553 | $2.01M | 0.08% | +477+2.0% | Added |
| OPSEU Pension Plan Trust Fund | 24,091 | $1.99M | 0.50% | +4,643+23.9% | Added |
| New Mexico Educational Retirement Board | 24,148 | $1.99M | 0.10% | −1,200−4.7% | Reduced |
| MML Investors Services, LLC | 23,819 | $1.96M | 0.01% | −350−1.4% | Reduced |