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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512,763 | $33.0M | 0.11% | +54,045+11.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 520,350 | $33.5M | 0.13% | +63,235+13.8% | Added |
| CORDA Investment Management, LLC. | 532,880 | $34.3M | 3.07% | +32,007+6.4% | Added |
| New York State Common Retirement Fund | 536,310 | $34.5M | 0.05% | −15,719−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 543,888 | $35.0M | 0.09% | −911−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 544,940 | $35.1M | 0.14% | +2,691+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 549,609 | $35.4M | 0.10% | +5,733+1.1% | Added |
| Barclays PLC | 556,159 | $35.8M | 0.04% | +182,018+48.6% | Added |
| Epoch Investment Partners, Inc. | 607,574 | $39.1M | 0.26% | −10,144−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 613,121 | $39.4M | 0.25% | +42,881+7.5% | Added |
| Great West Life Assurance Co | 641,211 | $41.2M | 0.12% | +19,242+3.1% | Added |
| Border to Coast Pensions Partnership Ltd | 646,589 | $41.6M | 1.34% | +120,000+22.8% | Added |
| Citigroup Inc | 664,288 | $42.7M | 0.06% | +164,253+32.8% | Added |
| National Pension Service | 752,673 | $47.7M | 0.10% | +47,876+6.8% | Added |
| Voya Investment Management LLC | 752,800 | $48.4M | 0.06% | +5,633+0.8% | Added |
| California State Teachers Retirement System | 754,724 | $48.5M | 0.08% | +3,100+0.4% | Added |
| UBS Group AG | 781,173 | $50.2M | 0.03% | −1,141−0.1% | Reduced |
| Voloridge Investment Management, LLC | 809,010 | $52.0M | 0.28% | +266,654+49.2% | Added |
| Cbre Clarion Securities LLC | 835,215 | $53.7M | 0.98% | −799,071−48.9% | Reduced |
| Standard Life Aberdeen plc | 875,292 | $56.3M | 0.17% | +80,557+10.1% | Added |
| Asset Management One Co.,Ltd. | 877,693 | $56.5M | 0.29% | −47,072−5.1% | Reduced |
| FIL Ltd | 880,218 | $56.6M | 0.07% | +141,808+19.2% | Added |
| Rhumbline Advisers | 883,293 | $56.8M | 0.08% | +41,169+4.9% | Added |
| Public Employees Retirement System of Ohio | 972,736 | $62.6M | 0.28% | −23,798−2.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 973,181 | $62.6M | 0.12% | −557,275−36.4% | Reduced |
| Royal Bank of Canada | 1,016,079 | $65.4M | 0.02% | −42,030−4.0% | Reduced |
| Brookfield Asset Management Inc. | 1,024,580 | $65.9M | 0.24% | −224,020−17.9% | Reduced |
| Credit Suisse AG | 1,027,531 | $66.1M | 0.07% | +7,306+0.7% | Added |
| California Public Employees Retirement System | 1,030,627 | $66.3M | 0.06% | +165,728+19.2% | Added |
| Wells Fargo & Company | 1,044,716 | $67.2M | 0.02% | +25,080+2.5% | Added |
| Aew Capital Management L P | 1,064,686 | $68.5M | 2.68% | +287,860+37.1% | Added |
| HSBC Holdings PLC | 1,076,847 | $68.8M | 0.12% | +215,778+25.1% | Added |
| Adelante Capital Management LLC | 1,111,621 | $71.5M | 5.37% | +3,036+0.3% | Added |
| PGGM Investments | 1,127,347 | $72.5M | 1.27% | +1,127,347 | New |
| STRS Ohio | 1,136,219 | $73.1M | 0.35% | +131,049+13.0% | Added |
| American Century Companies Inc | 1,154,112 | $74.2M | 0.07% | −93,017−7.5% | Reduced |
| Neuberger Berman Group LLC | 1,273,325 | $81.9M | 0.09% | −43,406−3.3% | Reduced |
| Janus Henderson Group PLC | 1,306,692 | $84.1M | 0.06% | +58,003+4.6% | Added |
| Renaissance Technologies LLC | 1,322,063 | $85.0M | 0.12% | +936,800+243.2% | Added |
| Pictet Asset Management SA | 1,357,358 | $86.8M | 0.13% | +31,087+2.3% | Added |
| Deutsche Bank AG | 1,365,622 | $87.8M | 0.05% | −3,306,939−70.8% | Reduced |
| Lasalle Investment Management Securities LLC | 1,407,970 | $90.6M | 3.90% | +183,136+15.0% | Added |
| Alliancebernstein L.P. | 1,455,753 | $93.6M | 0.05% | +76,802+5.6% | Added |
| Canada Pension Plan Investment Board | 1,625,030 | $104.5M | 0.18% | −82,100−4.8% | Reduced |
| Macquarie Group Ltd | 1,676,802 | $108.1M | 0.13% | +19,714+1.2% | Added |
| Heitman Real Estate Securities LLC | 1,693,744 | $108.9M | 5.89% | +102,745+6.5% | Added |
| Russell Investments Group, Ltd. | 1,741,861 | $111.8M | 0.25% | −833,499−32.4% | Reduced |
| SEI Investments Co | 1,788,317 | $115.0M | 0.26% | +106,709+6.3% | Added |
| Massachusetts Financial Services Co | 1,819,667 | $117.0M | 0.04% | +13,336+0.7% | Added |
| Schroder Investment Management Group | 1,916,577 | $123.3M | 0.20% | −69,220−3.5% | Reduced |
| Goldman Sachs Group Inc | 1,953,028 | $125.6M | 0.04% | +14,558+0.8% | Added |
| Swiss National Bank | 1,967,380 | $126.5M | 0.09% | +27,100+1.4% | Added |
| Duff & Phelps Investment Management Co | 2,353,637 | $152.0M | 1.91% | +296,875+14.4% | Added |
| Amundi | 2,684,752 | $169.2M | 0.10% | +1,042,945+63.5% | Added |
| Ameriprise Financial Inc | 2,686,180 | $171.5M | 0.06% | +1,390+0.1% | Added |
| Prudential Financial Inc | 2,958,305 | $190.3M | 0.32% | −385,689−11.5% | Reduced |
| MUFG Securities EMEA plc | 3,051,525 | $196.3M | 3.90% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,060,085 | $196.8M | 0.16% | +148,694+5.1% | Added |
| Centersquare Investment Management LLC | 3,141,956 | $202.1M | 2.37% | −52,640−1.6% | Reduced |
| Boston Partners | 3,572,335 | $229.7M | 0.34% | +211,055+6.3% | Added |
| Zimmer Partners, LP | 4,000,000 | $257.3M | 5.71% | +512,500+14.7% | Added |
| Bank of New York Mellon Corp | 4,101,952 | $263.8M | 0.06% | +38,632+1.0% | Added |
| Bank of America Corp | 4,146,977 | $266.7M | 0.04% | −145,903−3.4% | Reduced |
| UBS Asset Management Americas Inc | 4,358,509 | $280.3M | 0.16% | −38,807−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 4,571,235 | $294.0M | 0.11% | +175,689+4.0% | Added |
| Nuveen Asset Management, LLC | 4,648,563 | $299.0M | 0.12% | +657,216+16.5% | Added |
| JPMorgan Chase & Co | 5,160,892 | $331.9M | 0.05% | −1,066,348−17.1% | Reduced |
| Legal & General Group Plc | 5,890,775 | $378.9M | 0.15% | −189,197−3.1% | Reduced |
| Invesco Ltd. | 5,980,650 | $384.7M | 0.12% | −1,483,635−19.9% | Reduced |
| Dimensional Fund Advisors LP | 6,281,662 | $404.0M | 0.16% | +143,331+2.3% | Added |
| Morgan Stanley | 6,554,565 | $421.6M | 0.06% | +138,887+2.2% | Added |
| Northern Trust Corp | 6,639,990 | $427.1M | 0.10% | +68,250+1.0% | Added |
| Price T Rowe Associates Inc | 6,675,723 | $429.4M | 0.07% | −2,556,160−27.7% | Reduced |
| Principal Financial Group Inc | 6,845,508 | $440.3M | 0.35% | +2,230,350+48.3% | Added |
| Resolution Capital Ltd | 7,189,167 | $462.4M | 8.35% | −989,132−12.1% | Reduced |
| Daiwa Securities Group Inc. | 8,564,103 | $550.8M | 4.58% | +1,485,253+21.0% | Added |
| Geode Capital Management, LLC | 10,206,457 | $655.8M | 0.10% | +253,173+2.5% | Added |
| FMR LLC | 15,537,491 | $999.4M | 0.10% | −3,520,872−18.5% | Reduced |
| Norges Bank | 16,847,350 | $1.08B | 0.29% | 00.0% | Unchanged |
| Wellington Management Group LLP | 25,913,881 | $1.67B | 0.36% | +7,886,464+43.7% | Added |
| State Street Corp | 30,232,481 | $1.94B | 0.12% | −928,757−3.0% | Reduced |
| Cohen & Steers, Inc. | 40,144,429 | $2.58B | 5.78% | +6,010,798+17.6% | Added |
| BlackRock Inc. | 49,926,632 | $3.21B | 0.11% | +72,849+0.1% | Added |
| Vanguard Group Inc | 74,487,135 | $4.79B | 0.14% | +1,674,989+2.3% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| Senator Investment Group LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −175,572−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −129,785−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −86,596−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −34,989−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −30,109−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,271−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −14,014−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,388−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −6,484−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −6,815−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,527−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |