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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 82,737 | $5.32M | 0.09% | −4,752−5.4% | Reduced |
| Utah Retirement Systems | 83,103 | $5.34M | 0.09% | +2,100+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 83,482 | $5.37M | 0.02% | +3,839+4.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 83,511 | $5.37M | 0.04% | +574+0.7% | Added |
| Truist Financial Corp | 84,056 | $5.41M | 0.01% | +914+1.1% | Added |
| New York Life Investment Management LLC | 85,895 | $5.53M | 0.07% | +14,266+19.9% | Added |
| Central Trust Co | 87,739 | $5.64M | 0.19% | −420−0.5% | Reduced |
| Mutual of America Capital Management LLC | 90,163 | $5.80M | 0.08% | +2,234+2.5% | Added |
| Endeavour Capital Advisors Inc | 91,736 | $5.90M | 1.36% | +58,126+172.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 92,233 | $5.93M | 0.02% | −12,313−11.8% | Reduced |
| Trust Co of Toledo NA | 92,770 | $5.97M | 1.16% | −5,310−5.4% | Reduced |
| USS Investment Management Ltd | 92,936 | $5.98M | 0.09% | −23,522−20.2% | Reduced |
| DnB Asset Management AS | 94,130 | $6.05M | 0.05% | +3,888+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,336 | $6.07M | 0.14% | +6,306+7.2% | Added |
| Venture Visionary Partners LLC | 96,224 | $6.19M | 0.50% | +139+0.1% | Added |
| Nissay Asset Management Corp | 96,490 | $6.21M | 0.07% | +5,636+6.2% | Added |
| Yousif Capital Management, LLC | 97,271 | $6.26M | 0.09% | +9,731+11.1% | Added |
| Worldquant Millennium Advisors LLC | 97,292 | $6.26M | 0.15% | +8,258+9.3% | Added |
| Public Sector Pension Investment Board | 99,849 | $6.42M | 0.06% | +13,500+15.6% | Added |
| Vert Asset Management LLC | 100,662 | $6.47M | 6.14% | +12,223+13.8% | Added |
| Twinbeech Capital LP | 104,385 | $6.71M | 0.18% | +104,385 | New |
| Advisor Group Holdings, Inc. | 104,692 | $6.74M | 0.02% | +1,879+1.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,693 | $7.06M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 111,916 | $7.20M | 0.01% | −2,248−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 112,563 | $7.24M | 0.02% | −31,569−21.9% | Reduced |
| Natixis Advisors, L.P. | 117,292 | $7.54M | 0.03% | +30,602+35.3% | Added |
| GSI Capital Advisors LLC | 117,850 | $7.58M | 3.64% | −16,321−12.2% | Reduced |
| Amalgamated Bank | 118,182 | $7.60M | 0.07% | +258+0.2% | Added |
| Maryland Capital Management | 119,466 | $7.68M | 0.64% | +4,779+4.2% | Added |
| AQR Capital Management LLC | 121,819 | $7.71M | 0.02% | −54,303−30.8% | Reduced |
| ProShare Advisors LLC | 121,661 | $7.82M | 0.03% | +2,099+1.8% | Added |
| MetLife Investment Management | 123,001 | $7.91M | 0.07% | +698+0.6% | Added |
| Arizona State Retirement System | 123,400 | $7.94M | 0.08% | +691+0.6% | Added |
| Stifel Financial Corp | 124,999 | $8.04M | 0.01% | −30,886−19.8% | Reduced |
| State of Michigan Retirement System | 125,409 | $8.07M | 0.06% | +2,900+2.4% | Added |
| American International Group, Inc. | 126,205 | $8.12M | 0.06% | −326−0.3% | Reduced |
| Manning & Napier Group, LLC | 126,494 | $8.13M | 0.11% | +621+0.5% | Added |
| Cannell Peter B & Co Inc | 134,505 | $8.65M | 0.33% | −850−0.6% | Reduced |
| Forsta Ap-Fonden | 136,400 | $8.77M | 0.11% | +25,600+23.1% | Added |
| Intech Investment Management LLC | 136,520 | $8.78M | 0.07% | −90,571−39.9% | Reduced |
| Handelsbanken Fonder AB | 138,168 | $8.89M | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 140,889 | $9.06M | 0.26% | +111,526+379.8% | Added |
| Keybank National Association | 142,764 | $9.18M | 0.05% | +1,514+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 146,446 | $9.42M | 0.55% | +1,936+1.3% | Added |
| Van Eck Associates Corp | 159,098 | $10.2M | 0.03% | −60,229−27.5% | Reduced |
| LPL Financial LLC | 165,812 | $10.7M | 0.01% | +2,622+1.6% | Added |
| AMF Pensionsforsakring AB | 169,582 | $10.9M | 0.13% | 00.0% | Unchanged |
| Calamos Advisors LLC | 170,284 | $11.0M | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 170,441 | $11.0M | 0.07% | +615+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 175,310 | $11.3M | 0.03% | +837+0.5% | Added |
| Thrivent Financial for Lutherans | 175,661 | $11.3M | 0.03% | −7,397−4.0% | Reduced |
| Royal London Asset Management Ltd | 179,776 | $11.6M | 0.06% | +464+0.3% | Added |
| Guggenheim Capital LLC | 182,920 | $11.8M | 0.11% | +2,379+1.3% | Added |
| TD Asset Management Inc | 191,296 | $12.1M | 0.02% | +2,187+1.2% | Added |
| CIBC World Markets Corp | 196,738 | $12.7M | 0.18% | −29,446−13.0% | Reduced |
| Davis Selected Advisers | 215,090 | $13.8M | 0.10% | −29,240−12.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 225,729 | $14.5M | 0.04% | +225,729 | New |
| Treasurer of the State of North Carolina | 226,006 | $14.5M | 0.10% | +14,320+6.8% | Added |
| UBS Oconnor LLC | 238,217 | $15.3M | 0.18% | +238,217 | New |
| The PNC Financial Services Group, Inc. | 245,959 | $15.8M | 0.02% | −3,883−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 251,065 | $16.1M | 0.14% | +9,125+3.8% | Added |
| B&I Capital AG | 251,120 | $16.2M | 6.38% | +83,400+49.7% | Added |
| Toronto Dominion Bank | 252,067 | $16.2M | 0.03% | −13,341−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 259,195 | $16.7M | 0.14% | +144,014+125.0% | Added |
| Ranger Global Real Estate Advisors, LLC | 265,339 | $17.1M | 1.67% | +265,339 | New |
| Westpac Banking Corp | 268,618 | $17.3M | 0.26% | −126,923−32.1% | Reduced |
| Presima Inc. | 271,150 | $17.4M | 5.17% | +227,300+518.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 285,391 | $18.4M | 0.08% | +8,787+3.2% | Added |
| Chilton Capital Management LLC | 287,279 | $18.5M | 1.23% | +586+0.2% | Added |
| Swedbank AB | 288,432 | $18.6M | 0.04% | −1,498−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 298,986 | $19.2M | 0.11% | +22,931+8.3% | Added |
| Marshall Wace, LLP | 299,980 | $19.3M | 0.05% | −130,673−30.3% | Reduced |
| Impax Asset Management Group plc | 301,212 | $19.4M | 0.10% | +41,441+16.0% | Added |
| 1832 Asset Management L.P. | 303,311 | $19.5M | 0.04% | +5,300+1.8% | Added |
| Envestnet Asset Management Inc | 313,943 | $20.2M | 0.01% | +26,590+9.3% | Added |
| DekaBank Deutsche Girozentrale | 327,793 | $20.7M | 0.06% | +11,336+3.6% | Added |
| Bowen Hanes & Co Inc | 328,943 | $21.2M | 0.82% | −3,300−1.0% | Reduced |
| Raymond James & Associates | 335,416 | $21.6M | 0.02% | +674+0.2% | Added |
| Franklin Resources Inc | 346,597 | $22.3M | 0.01% | +1390.0% | Added |
| Tredje AP-fonden | 354,835 | $22.8M | 0.47% | +218,384+160.0% | Added |
| Korea Investment CORP | 360,546 | $23.2M | 0.07% | +7,879+2.2% | Added |
| Bank of Montreal | 317,033 | $23.2M | 0.02% | −26,920−7.8% | Reduced |
| Citadel Advisors LLC | 361,966 | $23.3M | 0.03% | +34,060+10.4% | Added |
| State of Alaska, Department of Revenue | 371,643 | $23.9M | 0.32% | −1,022−0.3% | Reduced |
| State of Wisconsin Investment Board | 373,686 | $24.0M | 0.08% | −119,766−24.3% | Reduced |
| Manufacturers Life Insurance Company, The | 375,730 | $24.2M | 0.02% | −18,720−4.7% | Reduced |
| Cambiar Investors LLC | 388,583 | $25.0M | 1.26% | +45,726+13.3% | Added |
| BNP Paribas Arbitrage, SA | 389,839 | $25.1M | 0.06% | +78,793+25.3% | Added |
| Hazelview Securities Inc. | 421,136 | $27.1M | 4.11% | −230,022−35.3% | Reduced |
| Virginia Retirement Systems Et Al | 423,933 | $27.3M | 0.31% | +423,933 | New |
| Victory Capital Management Inc | 425,707 | $27.4M | 0.03% | +8,611+2.1% | Added |
| Retirement Systems of Alabama | 438,932 | $28.2M | 0.13% | +3,250+0.7% | Added |
| Factory Mutual Insurance Co | 439,500 | $28.3M | 0.46% | −6,400−1.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 450,079 | $28.9M | 2.22% | +10,412+2.4% | Added |
| Allianz Asset Management GmbH | 453,207 | $29.2M | 0.07% | −6,559−1.4% | Reduced |
| AXA S.A. | 454,003 | $29.2M | 0.11% | −3,165−0.7% | Reduced |
| New York State Teachers Retirement System | 463,293 | $29.8M | 0.08% | +2,930+0.6% | Added |
| Qube Research & Technologies Ltd | 464,281 | $29.9M | 0.19% | +464,281 | New |
| Aviva PLC | 467,953 | $30.1M | 0.17% | +122,066+35.3% | Added |
| Adage Capital Partners GP, L.L.C. | 472,106 | $30.4M | 0.08% | −700−0.1% | Reduced |