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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 371,643 | $23.9M | 0.32% | −1,022−0.3% | Reduced |
| Citadel Advisors LLC | 361,966 | $23.3M | 0.03% | +34,060+10.4% | Added |
| Bank of Montreal | 317,033 | $23.2M | 0.02% | −26,920−7.8% | Reduced |
| Korea Investment CORP | 360,546 | $23.2M | 0.07% | +7,879+2.2% | Added |
| Tredje AP-fonden | 354,835 | $22.8M | 0.47% | +218,384+160.0% | Added |
| Franklin Resources Inc | 346,597 | $22.3M | 0.01% | +1390.0% | Added |
| Raymond James & Associates | 335,416 | $21.6M | 0.02% | +674+0.2% | Added |
| Bowen Hanes & Co Inc | 328,943 | $21.2M | 0.82% | −3,300−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 327,793 | $20.7M | 0.06% | +11,336+3.6% | Added |
| Envestnet Asset Management Inc | 313,943 | $20.2M | 0.01% | +26,590+9.3% | Added |
| 1832 Asset Management L.P. | 303,311 | $19.5M | 0.04% | +5,300+1.8% | Added |
| Impax Asset Management Group plc | 301,212 | $19.4M | 0.10% | +41,441+16.0% | Added |
| Marshall Wace, LLP | 299,980 | $19.3M | 0.05% | −130,673−30.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 298,986 | $19.2M | 0.11% | +22,931+8.3% | Added |
| Swedbank AB | 288,432 | $18.6M | 0.04% | −1,498−0.5% | Reduced |
| Chilton Capital Management LLC | 287,279 | $18.5M | 1.23% | +586+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 285,391 | $18.4M | 0.08% | +8,787+3.2% | Added |
| Presima Inc. | 271,150 | $17.4M | 5.17% | +227,300+518.4% | Added |
| Westpac Banking Corp | 268,618 | $17.3M | 0.26% | −126,923−32.1% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 265,339 | $17.1M | 1.67% | +265,339 | New |
| Schonfeld Strategic Advisors LLC | 259,195 | $16.7M | 0.14% | +144,014+125.0% | Added |
| Toronto Dominion Bank | 252,067 | $16.2M | 0.03% | −13,341−5.0% | Reduced |
| B&I Capital AG | 251,120 | $16.2M | 6.38% | +83,400+49.7% | Added |
| Nisa Investment Advisors, LLC | 251,065 | $16.1M | 0.14% | +9,125+3.8% | Added |
| The PNC Financial Services Group, Inc. | 245,959 | $15.8M | 0.02% | −3,883−1.6% | Reduced |
| UBS Oconnor LLC | 238,217 | $15.3M | 0.18% | +238,217 | New |
| Treasurer of the State of North Carolina | 226,006 | $14.5M | 0.10% | +14,320+6.8% | Added |
| Caisse de Depot Et Placement du Quebec | 225,729 | $14.5M | 0.04% | +225,729 | New |
| Davis Selected Advisers | 215,090 | $13.8M | 0.10% | −29,240−12.0% | Reduced |
| CIBC World Markets Corp | 196,738 | $12.7M | 0.18% | −29,446−13.0% | Reduced |
| TD Asset Management Inc | 191,296 | $12.1M | 0.02% | +2,187+1.2% | Added |
| Guggenheim Capital LLC | 182,920 | $11.8M | 0.11% | +2,379+1.3% | Added |
| Royal London Asset Management Ltd | 179,776 | $11.6M | 0.06% | +464+0.3% | Added |
| Thrivent Financial for Lutherans | 175,661 | $11.3M | 0.03% | −7,397−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 175,310 | $11.3M | 0.03% | +837+0.5% | Added |
| Storebrand Asset Management AS | 170,441 | $11.0M | 0.07% | +615+0.4% | Added |
| Calamos Advisors LLC | 170,284 | $11.0M | 0.05% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 169,582 | $10.9M | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 165,812 | $10.7M | 0.01% | +2,622+1.6% | Added |
| Van Eck Associates Corp | 159,098 | $10.2M | 0.03% | −60,229−27.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 146,446 | $9.42M | 0.55% | +1,936+1.3% | Added |
| Keybank National Association | 142,764 | $9.18M | 0.05% | +1,514+1.1% | Added |
| Allstate Corp | 140,889 | $9.06M | 0.26% | +111,526+379.8% | Added |
| Handelsbanken Fonder AB | 138,168 | $8.89M | 0.06% | 00.0% | Unchanged |
| Intech Investment Management LLC | 136,520 | $8.78M | 0.07% | −90,571−39.9% | Reduced |
| Forsta Ap-Fonden | 136,400 | $8.77M | 0.11% | +25,600+23.1% | Added |
| Cannell Peter B & Co Inc | 134,505 | $8.65M | 0.33% | −850−0.6% | Reduced |
| Manning & Napier Group, LLC | 126,494 | $8.13M | 0.11% | +621+0.5% | Added |
| American International Group, Inc. | 126,205 | $8.12M | 0.06% | −326−0.3% | Reduced |
| State of Michigan Retirement System | 125,409 | $8.07M | 0.06% | +2,900+2.4% | Added |
| Stifel Financial Corp | 124,999 | $8.04M | 0.01% | −30,886−19.8% | Reduced |
| Arizona State Retirement System | 123,400 | $7.94M | 0.08% | +691+0.6% | Added |
| MetLife Investment Management | 123,001 | $7.91M | 0.07% | +698+0.6% | Added |
| ProShare Advisors LLC | 121,661 | $7.82M | 0.03% | +2,099+1.8% | Added |
| AQR Capital Management LLC | 121,819 | $7.71M | 0.02% | −54,303−30.8% | Reduced |
| Maryland Capital Management | 119,466 | $7.68M | 0.64% | +4,779+4.2% | Added |
| Amalgamated Bank | 118,182 | $7.60M | 0.07% | +258+0.2% | Added |
| GSI Capital Advisors LLC | 117,850 | $7.58M | 3.64% | −16,321−12.2% | Reduced |
| Natixis Advisors, L.P. | 117,292 | $7.54M | 0.03% | +30,602+35.3% | Added |
| Commonwealth Equity Services, LLC | 112,563 | $7.24M | 0.02% | −31,569−21.9% | Reduced |
| First Trust Advisors LP | 111,916 | $7.20M | 0.01% | −2,248−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,693 | $7.06M | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 104,692 | $6.74M | 0.02% | +1,879+1.8% | Added |
| Twinbeech Capital LP | 104,385 | $6.71M | 0.18% | +104,385 | New |
| Vert Asset Management LLC | 100,662 | $6.47M | 6.14% | +12,223+13.8% | Added |
| Public Sector Pension Investment Board | 99,849 | $6.42M | 0.06% | +13,500+15.6% | Added |
| Worldquant Millennium Advisors LLC | 97,292 | $6.26M | 0.15% | +8,258+9.3% | Added |
| Yousif Capital Management, LLC | 97,271 | $6.26M | 0.09% | +9,731+11.1% | Added |
| Nissay Asset Management Corp | 96,490 | $6.21M | 0.07% | +5,636+6.2% | Added |
| Venture Visionary Partners LLC | 96,224 | $6.19M | 0.50% | +139+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,336 | $6.07M | 0.14% | +6,306+7.2% | Added |
| DnB Asset Management AS | 94,130 | $6.05M | 0.05% | +3,888+4.3% | Added |
| USS Investment Management Ltd | 92,936 | $5.98M | 0.09% | −23,522−20.2% | Reduced |
| Trust Co of Toledo NA | 92,770 | $5.97M | 1.16% | −5,310−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 92,233 | $5.93M | 0.02% | −12,313−11.8% | Reduced |
| Endeavour Capital Advisors Inc | 91,736 | $5.90M | 1.36% | +58,126+172.9% | Added |
| Mutual of America Capital Management LLC | 90,163 | $5.80M | 0.08% | +2,234+2.5% | Added |
| Central Trust Co | 87,739 | $5.64M | 0.19% | −420−0.5% | Reduced |
| New York Life Investment Management LLC | 85,895 | $5.53M | 0.07% | +14,266+19.9% | Added |
| Truist Financial Corp | 84,056 | $5.41M | 0.01% | +914+1.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 83,511 | $5.37M | 0.04% | +574+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 83,482 | $5.37M | 0.02% | +3,839+4.8% | Added |
| Utah Retirement Systems | 83,103 | $5.34M | 0.09% | +2,100+2.6% | Added |
| Swiss Life Asset Management Ltd | 82,737 | $5.32M | 0.09% | −4,752−5.4% | Reduced |
| TCW Group Inc | 82,372 | $5.30M | 0.08% | +2,926+3.7% | Added |
| Gulf International Bank (UK) Ltd | 82,141 | $5.28M | 0.10% | +11,825+16.8% | Added |
| Comerica Bank | 90,473 | $5.20M | 0.04% | +9,802+12.2% | Added |
| Public Employees Retirement Association of Colorado | 79,316 | $5.10M | 0.03% | +7,974+11.2% | Added |
| Pinnacle Associates Ltd | 78,377 | $5.04M | 0.12% | −5,257−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 77,035 | $4.95M | 0.03% | +11,195+17.0% | Added |
| IFM Investors Pty Ltd | 76,326 | $4.91M | 0.09% | +2,027+2.7% | Added |
| PEAK6 Investments LLC | 75,405 | $4.85M | 0.18% | +39,520+110.1% | Added |
| State of Tennessee, Treasury Department | 73,950 | $4.76M | 0.02% | −32,773−30.7% | Reduced |
| Walleye Capital LLC | 73,841 | $4.75M | 0.11% | +19,599+36.1% | Added |
| Ashfield Capital Partners, LLC | 72,677 | $4.67M | 0.39% | −2,437−3.2% | Reduced |
| Natixis | 72,226 | $4.64M | 0.02% | −120,963−62.6% | Reduced |
| Duality Advisers, LP | 71,167 | $4.58M | 0.50% | +41,670+141.3% | Added |
| Oregon Public Employees Retirement Fund | 70,980 | $4.57M | 0.06% | +120+0.2% | Added |
| Captrust Financial Advisors | 70,661 | $4.54M | 0.03% | +70,661 | New |
| Allspring Global Investments Holdings, LLC | 70,410 | $4.53M | 0.01% | +10,131+16.8% | Added |