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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 27,867 | $1.79M | 0.02% | −8,567−23.5% | Reduced |
| Holocene Advisors, LP | 28,070 | $1.80M | 0.01% | +28,070 | New |
| Nicola Wealth Management Ltd. | 28,135 | $1.81M | 0.20% | −8,370−22.9% | Reduced |
| Romano Brothers and Company | 28,703 | $1.85M | 0.30% | +28,703 | New |
| Louisiana State Employees Retirement System | 29,700 | $1.91M | 0.06% | +1,000+3.5% | Added |
| Pearl River Capital, LLC | 30,240 | $1.95M | 0.36% | +15,892+110.8% | Added |
| Lockheed Martin Investment Management Co | 30,453 | $1.96M | 0.16% | −5,100−14.3% | Reduced |
| DuPont Capital Management Corp | 30,689 | $1.97M | 0.12% | −7,423−19.5% | Reduced |
| Mariner, LLC | 31,087 | $2.00M | 0.01% | +1,583+5.4% | Added |
| Edmond de Rothschild Holding S.A. | 31,182 | $2.01M | 0.05% | +2,197+7.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 31,318 | $2.01M | 0.33% | +1,181+3.9% | Added |
| United Capital Financial Advisers, LLC | 31,696 | $2.04M | 0.01% | −1,188−3.6% | Reduced |
| Achmea Investment Management B.V. | 32,194 | $2.07M | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 34,953 | $2.08M | 0.07% | +1,247+3.7% | Added |
| Fifth Third Bancorp | 32,575 | $2.10M | 0.01% | −4,269−11.6% | Reduced |
| Elo Mutual Pension Insurance Co | 34,096 | $2.19M | 0.08% | −1,160−3.3% | Reduced |
| Rainey & Randall Investment Management Inc. | 34,245 | $2.20M | 0.85% | +27+0.1% | Added |
| D. E. Shaw & Co., Inc. | 34,421 | $2.21M | 0.00% | −194,161−84.9% | Reduced |
| Wolverine Asset Management LLC | 34,517 | $2.22M | 0.03% | +21,788+171.2% | Added |
| Maven Securities LTD | 34,525 | $2.22M | 0.10% | +31,299+970.2% | Added |
| National Asset Management, Inc. | 34,921 | $2.25M | 0.07% | +34,921 | New |
| Nordea Investment Management AB | 36,756 | $2.33M | 0.00% | −3,721−9.2% | Reduced |
| Kentucky Retirement Systems | 36,272 | $2.33M | 0.10% | +2,579+7.7% | Added |
| Tobam | 36,638 | $2.36M | 0.16% | −17,241−32.0% | Reduced |
| Kornitzer Capital Management Inc | 36,790 | $2.37M | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 37,167 | $2.39M | 0.03% | −438−1.2% | Reduced |
| Spinnaker Trust | 37,279 | $2.40M | 0.20% | +764+2.1% | Added |
| AlphaCrest Capital Management LLC | 37,532 | $2.41M | 0.15% | +21,918+140.4% | Added |
| Advisors Asset Management, Inc. | 37,584 | $2.42M | 0.05% | −7,136−16.0% | Reduced |
| Securian Asset Management, Inc | 37,701 | $2.42M | 0.07% | −374,497−90.9% | Reduced |
| Callahan Advisors, LLC | 37,697 | $2.42M | 0.35% | −1,539−3.9% | Reduced |
| Versor Investments LP | 37,859 | $2.44M | 0.15% | +680+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 37,948 | $2.44M | 0.00% | +1,122+3.0% | Added |
| Parallax Volatility Advisers, L.P. | 38,454 | $2.47M | 0.05% | +38,454 | New |
| Creative Planning | 38,615 | $2.48M | 0.00% | +10,261+36.2% | Added |
| Mirabella Financial Services LLP | 38,837 | $2.50M | 0.26% | −23,764−38.0% | Reduced |
| Candriam Luxembourg S.C.A. | 39,730 | $2.56M | 0.02% | −161,858−80.3% | Reduced |
| Lincluden Management Ltd | 39,882 | $2.56M | 0.33% | +13,265+49.8% | Added |
| Tekla Capital Management LLC | 41,484 | $2.67M | 0.11% | −161,599−79.6% | Reduced |
| Credit Agricole S A | 41,955 | $2.70M | 0.09% | −41,497−49.7% | Reduced |
| Metropolitan Life Insurance Co | 41,999 | $2.70M | 0.13% | −5,466−11.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 42,012 | $2.70M | 0.40% | +908+2.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $2.77M | 0.07% | 00.0% | Unchanged |
| Liberty Mutual Group Asset Management Inc. | 43,033 | $2.77M | 0.83% | −33,091−43.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,064 | $2.77M | 0.05% | +1,604+3.9% | Added |
| KMG Fiduciary Partners, LLC | 43,134 | $2.77M | 0.53% | −9,542−18.1% | Reduced |
| Benson Investment Management Company, Inc. | 43,668 | $2.81M | 1.98% | +43,668 | New |
| Teachers Retirement System of the State of Kentucky | 43,882 | $2.82M | 0.03% | +43,882 | New |
| US Bancorp | 44,380 | $2.85M | 0.01% | −150−0.3% | Reduced |
| British Columbia Investment Management Corp | 44,754 | $2.88M | 0.03% | −7,126−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,304 | $2.98M | 0.02% | +3,467+8.1% | Added |
| Mackenzie Financial Corp | 46,750 | $3.01M | 0.01% | +1,883+4.2% | Added |
| Xponance, Inc. | 47,335 | $3.04M | 0.06% | +8,511+21.9% | Added |
| Bank of Nova Scotia | 48,919 | $3.15M | 0.01% | +1,954+4.2% | Added |
| Andra AP-fonden | 49,000 | $3.15M | 0.10% | +21,300+76.9% | Added |
| Peapack Gladstone Financial Corp | 49,049 | $3.15M | 0.06% | +5,054+11.5% | Added |
| First Republic Investment Management, Inc. | 49,097 | $3.16M | 0.01% | +2,582+5.6% | Added |
| Norinchukin Bank, The | 49,394 | $3.18M | 0.06% | +6,915+16.3% | Added |
| Windward Capital Management Co | 49,769 | $3.20M | 0.36% | +340+0.7% | Added |
| Garland Capital Management Inc | 49,785 | $3.20M | 2.79% | +590+1.2% | Added |
| Hartford Investment Management Co | 49,877 | $3.21M | 0.10% | +490+1.0% | Added |
| Janney Montgomery Scott LLC | 52,202 | $3.36M | 0.01% | +46+0.1% | Added |
| Czech National Bank | 53,843 | $3.46M | 0.10% | +53,843 | New |
| Oppenheimer Asset Management Inc. | 55,080 | $3.54M | 0.06% | +6,963+14.5% | Added |
| Private Asset Management Inc | 55,300 | $3.56M | 0.63% | −2,169−3.8% | Reduced |
| South Dakota Investment Council | 57,289 | $3.69M | 0.09% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 57,725 | $3.71M | 0.05% | +1,298+2.3% | Added |
| Pensionfund DSM Netherlands | 57,753 | $3.71M | 2.68% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 57,900 | $3.72M | 0.29% | −150−0.3% | Reduced |
| CIBC Asset Management Inc | 59,394 | $3.82M | 0.02% | +7,117+13.6% | Added |
| Gateway Investment Advisers LLC | 61,433 | $3.95M | 0.05% | +15,713+34.4% | Added |
| Azimuth Capital Investment Management LLC | 61,502 | $3.96M | 0.22% | −4,055−6.2% | Reduced |
| M&T Bank Corp | 61,838 | $3.98M | 0.02% | −1,348−2.1% | Reduced |
| Advisors Management Group Inc | 62,062 | $3.99M | 1.59% | −672−1.1% | Reduced |
| HighTower Advisors, LLC | 63,267 | $4.07M | 0.01% | +413+0.7% | Added |
| Teacher Retirement System of Texas | 64,805 | $4.17M | 0.03% | −3,872−5.6% | Reduced |
| Texas Permanent School Fund | 65,564 | $4.22M | 0.07% | +5,602+9.3% | Added |
| Carret Asset Management, LLC | 65,811 | $4.23M | 0.63% | −150−0.2% | Reduced |
| Squarepoint Ops LLC | 65,990 | $4.24M | 0.04% | +28,427+75.7% | Added |
| Walleye Trading LLC | 66,005 | $4.25M | 0.14% | −57,001−46.3% | Reduced |
| Los Angeles Capital Management LLC | 66,623 | $4.29M | 0.02% | +52,916+386.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,777 | $4.36M | 0.04% | +1,679+2.5% | Added |
| Ossiam | 69,479 | $4.47M | 0.13% | +6,014+9.5% | Added |
| KBC Group NV | 70,270 | $4.52M | 0.02% | −46,837−40.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,410 | $4.53M | 0.01% | +10,131+16.8% | Added |
| Captrust Financial Advisors | 70,661 | $4.54M | 0.03% | +70,661 | New |
| Oregon Public Employees Retirement Fund | 70,980 | $4.57M | 0.06% | +120+0.2% | Added |
| Duality Advisers, LP | 71,167 | $4.58M | 0.50% | +41,670+141.3% | Added |
| Natixis | 72,226 | $4.64M | 0.02% | −120,963−62.6% | Reduced |
| Ashfield Capital Partners, LLC | 72,677 | $4.67M | 0.39% | −2,437−3.2% | Reduced |
| Walleye Capital LLC | 73,841 | $4.75M | 0.11% | +19,599+36.1% | Added |
| State of Tennessee, Treasury Department | 73,950 | $4.76M | 0.02% | −32,773−30.7% | Reduced |
| PEAK6 Investments LLC | 75,405 | $4.85M | 0.18% | +39,520+110.1% | Added |
| IFM Investors Pty Ltd | 76,326 | $4.91M | 0.09% | +2,027+2.7% | Added |
| Rockefeller Capital Management L.P. | 77,035 | $4.95M | 0.03% | +11,195+17.0% | Added |
| Pinnacle Associates Ltd | 78,377 | $5.04M | 0.12% | −5,257−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 79,316 | $5.10M | 0.03% | +7,974+11.2% | Added |
| Comerica Bank | 90,473 | $5.20M | 0.04% | +9,802+12.2% | Added |
| Gulf International Bank (UK) Ltd | 82,141 | $5.28M | 0.10% | +11,825+16.8% | Added |
| TCW Group Inc | 82,372 | $5.30M | 0.08% | +2,926+3.7% | Added |