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, Q3 2022
Institutional positions in Welltower Inc. as of Sep 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
- 786
- −21 vs. Q2 2022
- Shares held
- 463.9M
- +9.82M (+2.2%) vs. Q2 2022
- Total value
- $29.8B
- −$7.55B (−20.2%) vs. Q2 2022
- New holders
- 63
- 323 more added
- Sold out
- 84
- 241 more reduced
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 74,487,135 | $4.79B | 0.14% | +1,674,989+2.3% | Added |
| BlackRock Inc. | 49,926,632 | $3.21B | 0.11% | +72,849+0.1% | Added |
| Cohen & Steers, Inc. | 40,144,429 | $2.58B | 5.78% | +6,010,798+17.6% | Added |
| State Street Corp | 30,232,481 | $1.94B | 0.12% | −928,757−3.0% | Reduced |
| Wellington Management Group LLP | 25,913,881 | $1.67B | 0.36% | +7,886,464+43.7% | Added |
| Norges Bank | 16,847,350 | $1.08B | 0.29% | 00.0% | Unchanged |
| FMR LLC | 15,537,491 | $999.4M | 0.10% | −3,520,872−18.5% | Reduced |
| Geode Capital Management, LLC | 10,206,457 | $655.8M | 0.10% | +253,173+2.5% | Added |
| Daiwa Securities Group Inc. | 8,564,103 | $550.8M | 4.58% | +1,485,253+21.0% | Added |
| Resolution Capital Ltd | 7,189,167 | $462.4M | 8.35% | −989,132−12.1% | Reduced |
| Principal Financial Group Inc | 6,845,508 | $440.3M | 0.35% | +2,230,350+48.3% | Added |
| Price T Rowe Associates Inc | 6,675,723 | $429.4M | 0.07% | −2,556,160−27.7% | Reduced |
| Northern Trust Corp | 6,639,990 | $427.1M | 0.10% | +68,250+1.0% | Added |
| Morgan Stanley | 6,554,565 | $421.6M | 0.06% | +138,887+2.2% | Added |
| Dimensional Fund Advisors LP | 6,281,662 | $404.0M | 0.16% | +143,331+2.3% | Added |
| Invesco Ltd. | 5,980,650 | $384.7M | 0.12% | −1,483,635−19.9% | Reduced |
| Legal & General Group Plc | 5,890,775 | $378.9M | 0.15% | −189,197−3.1% | Reduced |
| JPMorgan Chase & Co | 5,160,892 | $331.9M | 0.05% | −1,066,348−17.1% | Reduced |
| Nuveen Asset Management, LLC | 4,648,563 | $299.0M | 0.12% | +657,216+16.5% | Added |
| Charles Schwab Investment Management Inc | 4,571,235 | $294.0M | 0.11% | +175,689+4.0% | Added |
| UBS Asset Management Americas Inc | 4,358,509 | $280.3M | 0.16% | −38,807−0.9% | Reduced |
| Bank of America Corp | 4,146,977 | $266.7M | 0.04% | −145,903−3.4% | Reduced |
| Bank of New York Mellon Corp | 4,101,952 | $263.8M | 0.06% | +38,632+1.0% | Added |
| Zimmer Partners, LP | 4,000,000 | $257.3M | 5.71% | +512,500+14.7% | Added |
| Boston Partners | 3,572,335 | $229.7M | 0.34% | +211,055+6.3% | Added |
| Centersquare Investment Management LLC | 3,141,956 | $202.1M | 2.37% | −52,640−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,060,085 | $196.8M | 0.16% | +148,694+5.1% | Added |
| MUFG Securities EMEA plc | 3,051,525 | $196.3M | 3.90% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,958,305 | $190.3M | 0.32% | −385,689−11.5% | Reduced |
| Ameriprise Financial Inc | 2,686,180 | $171.5M | 0.06% | +1,390+0.1% | Added |
| Amundi | 2,684,752 | $169.2M | 0.10% | +1,042,945+63.5% | Added |
| Duff & Phelps Investment Management Co | 2,353,637 | $152.0M | 1.91% | +296,875+14.4% | Added |
| Swiss National Bank | 1,967,380 | $126.5M | 0.09% | +27,100+1.4% | Added |
| Goldman Sachs Group Inc | 1,953,028 | $125.6M | 0.04% | +14,558+0.8% | Added |
| Schroder Investment Management Group | 1,916,577 | $123.3M | 0.20% | −69,220−3.5% | Reduced |
| Massachusetts Financial Services Co | 1,819,667 | $117.0M | 0.04% | +13,336+0.7% | Added |
| SEI Investments Co | 1,788,317 | $115.0M | 0.26% | +106,709+6.3% | Added |
| Russell Investments Group, Ltd. | 1,741,861 | $111.8M | 0.25% | −833,499−32.4% | Reduced |
| Heitman Real Estate Securities LLC | 1,693,744 | $108.9M | 5.89% | +102,745+6.5% | Added |
| Macquarie Group Ltd | 1,676,802 | $108.1M | 0.13% | +19,714+1.2% | Added |
| Canada Pension Plan Investment Board | 1,625,030 | $104.5M | 0.18% | −82,100−4.8% | Reduced |
| Alliancebernstein L.P. | 1,455,753 | $93.6M | 0.05% | +76,802+5.6% | Added |
| Lasalle Investment Management Securities LLC | 1,407,970 | $90.6M | 3.90% | +183,136+15.0% | Added |
| Deutsche Bank AG | 1,365,622 | $87.8M | 0.05% | −3,306,939−70.8% | Reduced |
| Pictet Asset Management SA | 1,357,358 | $86.8M | 0.13% | +31,087+2.3% | Added |
| Renaissance Technologies LLC | 1,322,063 | $85.0M | 0.12% | +936,800+243.2% | Added |
| Janus Henderson Group PLC | 1,306,692 | $84.1M | 0.06% | +58,003+4.6% | Added |
| Neuberger Berman Group LLC | 1,273,325 | $81.9M | 0.09% | −43,406−3.3% | Reduced |
| American Century Companies Inc | 1,154,112 | $74.2M | 0.07% | −93,017−7.5% | Reduced |
| STRS Ohio | 1,136,219 | $73.1M | 0.35% | +131,049+13.0% | Added |
| PGGM Investments | 1,127,347 | $72.5M | 1.27% | +1,127,347 | New |
| Adelante Capital Management LLC | 1,111,621 | $71.5M | 5.37% | +3,036+0.3% | Added |
| HSBC Holdings PLC | 1,076,847 | $68.8M | 0.12% | +215,778+25.1% | Added |
| Aew Capital Management L P | 1,064,686 | $68.5M | 2.68% | +287,860+37.1% | Added |
| Wells Fargo & Company | 1,044,716 | $67.2M | 0.02% | +25,080+2.5% | Added |
| California Public Employees Retirement System | 1,030,627 | $66.3M | 0.06% | +165,728+19.2% | Added |
| Credit Suisse AG | 1,027,531 | $66.1M | 0.07% | +7,306+0.7% | Added |
| Brookfield Asset Management Inc. | 1,024,580 | $65.9M | 0.24% | −224,020−17.9% | Reduced |
| Royal Bank of Canada | 1,016,079 | $65.4M | 0.02% | −42,030−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 973,181 | $62.6M | 0.12% | −557,275−36.4% | Reduced |
| Public Employees Retirement System of Ohio | 972,736 | $62.6M | 0.28% | −23,798−2.4% | Reduced |
| Rhumbline Advisers | 883,293 | $56.8M | 0.08% | +41,169+4.9% | Added |
| FIL Ltd | 880,218 | $56.6M | 0.07% | +141,808+19.2% | Added |
| Asset Management One Co.,Ltd. | 877,693 | $56.5M | 0.29% | −47,072−5.1% | Reduced |
| Standard Life Aberdeen plc | 875,292 | $56.3M | 0.17% | +80,557+10.1% | Added |
| Cbre Clarion Securities LLC | 835,215 | $53.7M | 0.98% | −799,071−48.9% | Reduced |
| Voloridge Investment Management, LLC | 809,010 | $52.0M | 0.28% | +266,654+49.2% | Added |
| UBS Group AG | 781,173 | $50.2M | 0.03% | −1,141−0.1% | Reduced |
| California State Teachers Retirement System | 754,724 | $48.5M | 0.08% | +3,100+0.4% | Added |
| Voya Investment Management LLC | 752,800 | $48.4M | 0.06% | +5,633+0.8% | Added |
| National Pension Service | 752,673 | $47.7M | 0.10% | +47,876+6.8% | Added |
| Citigroup Inc | 664,288 | $42.7M | 0.06% | +164,253+32.8% | Added |
| Border to Coast Pensions Partnership Ltd | 646,589 | $41.6M | 1.34% | +120,000+22.8% | Added |
| Great West Life Assurance Co | 641,211 | $41.2M | 0.12% | +19,242+3.1% | Added |
| Nomura Asset Management Co Ltd | 613,121 | $39.4M | 0.25% | +42,881+7.5% | Added |
| Epoch Investment Partners, Inc. | 607,574 | $39.1M | 0.26% | −10,144−1.6% | Reduced |
| Barclays PLC | 556,159 | $35.8M | 0.04% | +182,018+48.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 549,609 | $35.4M | 0.10% | +5,733+1.1% | Added |
| State of New Jersey Common Pension Fund D | 544,940 | $35.1M | 0.14% | +2,691+0.5% | Added |
| State Board of Administration of Florida Retirement System | 543,888 | $35.0M | 0.09% | −911−0.2% | Reduced |
| New York State Common Retirement Fund | 536,310 | $34.5M | 0.05% | −15,719−2.8% | Reduced |
| CORDA Investment Management, LLC. | 532,880 | $34.3M | 3.07% | +32,007+6.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 520,350 | $33.5M | 0.13% | +63,235+13.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512,763 | $33.0M | 0.11% | +54,045+11.8% | Added |
| Adage Capital Partners GP, L.L.C. | 472,106 | $30.4M | 0.08% | −700−0.1% | Reduced |
| Aviva PLC | 467,953 | $30.1M | 0.17% | +122,066+35.3% | Added |
| Qube Research & Technologies Ltd | 464,281 | $29.9M | 0.19% | +464,281 | New |
| New York State Teachers Retirement System | 463,293 | $29.8M | 0.08% | +2,930+0.6% | Added |
| AXA S.A. | 454,003 | $29.2M | 0.11% | −3,165−0.7% | Reduced |
| Allianz Asset Management GmbH | 453,207 | $29.2M | 0.07% | −6,559−1.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 450,079 | $28.9M | 2.22% | +10,412+2.4% | Added |
| Factory Mutual Insurance Co | 439,500 | $28.3M | 0.46% | −6,400−1.4% | Reduced |
| Retirement Systems of Alabama | 438,932 | $28.2M | 0.13% | +3,250+0.7% | Added |
| Victory Capital Management Inc | 425,707 | $27.4M | 0.03% | +8,611+2.1% | Added |
| Virginia Retirement Systems Et Al | 423,933 | $27.3M | 0.31% | +423,933 | New |
| Hazelview Securities Inc. | 421,136 | $27.1M | 4.11% | −230,022−35.3% | Reduced |
| BNP Paribas Arbitrage, SA | 389,839 | $25.1M | 0.06% | +78,793+25.3% | Added |
| Cambiar Investors LLC | 388,583 | $25.0M | 1.26% | +45,726+13.3% | Added |
| Manufacturers Life Insurance Company, The | 375,730 | $24.2M | 0.02% | −18,720−4.7% | Reduced |
| State of Wisconsin Investment Board | 373,686 | $24.0M | 0.08% | −119,766−24.3% | Reduced |