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 |
|---|---|---|---|---|---|
| KBC Group NV | 70,270 | $4.52M | 0.02% | −46,837−40.0% | Reduced |
| Ossiam | 69,479 | $4.47M | 0.13% | +6,014+9.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,777 | $4.36M | 0.04% | +1,679+2.5% | Added |
| Los Angeles Capital Management LLC | 66,623 | $4.29M | 0.02% | +52,916+386.1% | Added |
| Walleye Trading LLC | 66,005 | $4.25M | 0.14% | −57,001−46.3% | Reduced |
| Squarepoint Ops LLC | 65,990 | $4.24M | 0.04% | +28,427+75.7% | Added |
| Carret Asset Management, LLC | 65,811 | $4.23M | 0.63% | −150−0.2% | Reduced |
| Texas Permanent School Fund | 65,564 | $4.22M | 0.07% | +5,602+9.3% | Added |
| Teacher Retirement System of Texas | 64,805 | $4.17M | 0.03% | −3,872−5.6% | Reduced |
| HighTower Advisors, LLC | 63,267 | $4.07M | 0.01% | +413+0.7% | Added |
| Advisors Management Group Inc | 62,062 | $3.99M | 1.59% | −672−1.1% | Reduced |
| M&T Bank Corp | 61,838 | $3.98M | 0.02% | −1,348−2.1% | Reduced |
| Azimuth Capital Investment Management LLC | 61,502 | $3.96M | 0.22% | −4,055−6.2% | Reduced |
| Gateway Investment Advisers LLC | 61,433 | $3.95M | 0.05% | +15,713+34.4% | Added |
| CIBC Asset Management Inc | 59,394 | $3.82M | 0.02% | +7,117+13.6% | Added |
| Highland Capital Management, LLC | 57,900 | $3.72M | 0.29% | −150−0.3% | Reduced |
| Pensionfund DSM Netherlands | 57,753 | $3.71M | 2.68% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 57,725 | $3.71M | 0.05% | +1,298+2.3% | Added |
| South Dakota Investment Council | 57,289 | $3.69M | 0.09% | 00.0% | Unchanged |
| Private Asset Management Inc | 55,300 | $3.56M | 0.63% | −2,169−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 55,080 | $3.54M | 0.06% | +6,963+14.5% | Added |
| Czech National Bank | 53,843 | $3.46M | 0.10% | +53,843 | New |
| Janney Montgomery Scott LLC | 52,202 | $3.36M | 0.01% | +46+0.1% | Added |
| Hartford Investment Management Co | 49,877 | $3.21M | 0.10% | +490+1.0% | Added |
| Garland Capital Management Inc | 49,785 | $3.20M | 2.79% | +590+1.2% | Added |
| Windward Capital Management Co | 49,769 | $3.20M | 0.36% | +340+0.7% | Added |
| Norinchukin Bank, The | 49,394 | $3.18M | 0.06% | +6,915+16.3% | Added |
| First Republic Investment Management, Inc. | 49,097 | $3.16M | 0.01% | +2,582+5.6% | Added |
| Peapack Gladstone Financial Corp | 49,049 | $3.15M | 0.06% | +5,054+11.5% | Added |
| Andra AP-fonden | 49,000 | $3.15M | 0.10% | +21,300+76.9% | Added |
| Bank of Nova Scotia | 48,919 | $3.15M | 0.01% | +1,954+4.2% | Added |
| Xponance, Inc. | 47,335 | $3.04M | 0.06% | +8,511+21.9% | Added |
| Mackenzie Financial Corp | 46,750 | $3.01M | 0.01% | +1,883+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,304 | $2.98M | 0.02% | +3,467+8.1% | Added |
| British Columbia Investment Management Corp | 44,754 | $2.88M | 0.03% | −7,126−13.7% | Reduced |
| US Bancorp | 44,380 | $2.85M | 0.01% | −150−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 43,882 | $2.82M | 0.03% | +43,882 | New |
| Benson Investment Management Company, Inc. | 43,668 | $2.81M | 1.98% | +43,668 | New |
| KMG Fiduciary Partners, LLC | 43,134 | $2.77M | 0.53% | −9,542−18.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,064 | $2.77M | 0.05% | +1,604+3.9% | Added |
| Liberty Mutual Group Asset Management Inc. | 43,033 | $2.77M | 0.83% | −33,091−43.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $2.77M | 0.07% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 42,012 | $2.70M | 0.40% | +908+2.2% | Added |
| Metropolitan Life Insurance Co | 41,999 | $2.70M | 0.13% | −5,466−11.5% | Reduced |
| Credit Agricole S A | 41,955 | $2.70M | 0.09% | −41,497−49.7% | Reduced |
| Tekla Capital Management LLC | 41,484 | $2.67M | 0.11% | −161,599−79.6% | Reduced |
| Lincluden Management Ltd | 39,882 | $2.56M | 0.33% | +13,265+49.8% | Added |
| Candriam Luxembourg S.C.A. | 39,730 | $2.56M | 0.02% | −161,858−80.3% | Reduced |
| Mirabella Financial Services LLP | 38,837 | $2.50M | 0.26% | −23,764−38.0% | Reduced |
| Creative Planning | 38,615 | $2.48M | 0.00% | +10,261+36.2% | Added |
| Parallax Volatility Advisers, L.P. | 38,454 | $2.47M | 0.05% | +38,454 | New |
| Northwestern Mutual Wealth Management Co | 37,948 | $2.44M | 0.00% | +1,122+3.0% | Added |
| Versor Investments LP | 37,859 | $2.44M | 0.15% | +680+1.8% | Added |
| 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 |
| Advisors Asset Management, Inc. | 37,584 | $2.42M | 0.05% | −7,136−16.0% | Reduced |
| AlphaCrest Capital Management LLC | 37,532 | $2.41M | 0.15% | +21,918+140.4% | Added |
| Spinnaker Trust | 37,279 | $2.40M | 0.20% | +764+2.1% | Added |
| Cetera Advisor Networks LLC | 37,167 | $2.39M | 0.03% | −438−1.2% | Reduced |
| Kornitzer Capital Management Inc | 36,790 | $2.37M | 0.05% | 00.0% | Unchanged |
| Tobam | 36,638 | $2.36M | 0.16% | −17,241−32.0% | Reduced |
| Kentucky Retirement Systems | 36,272 | $2.33M | 0.10% | +2,579+7.7% | Added |
| Nordea Investment Management AB | 36,756 | $2.33M | 0.00% | −3,721−9.2% | Reduced |
| National Asset Management, Inc. | 34,921 | $2.25M | 0.07% | +34,921 | New |
| Maven Securities LTD | 34,525 | $2.22M | 0.10% | +31,299+970.2% | Added |
| Wolverine Asset Management LLC | 34,517 | $2.22M | 0.03% | +21,788+171.2% | Added |
| D. E. Shaw & Co., Inc. | 34,421 | $2.21M | 0.00% | −194,161−84.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 34,245 | $2.20M | 0.85% | +27+0.1% | Added |
| Elo Mutual Pension Insurance Co | 34,096 | $2.19M | 0.08% | −1,160−3.3% | Reduced |
| Fifth Third Bancorp | 32,575 | $2.10M | 0.01% | −4,269−11.6% | Reduced |
| Vident Investment Advisory, LLC | 34,953 | $2.08M | 0.07% | +1,247+3.7% | Added |
| Achmea Investment Management B.V. | 32,194 | $2.07M | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 31,696 | $2.04M | 0.01% | −1,188−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 31,318 | $2.01M | 0.33% | +1,181+3.9% | Added |
| Edmond de Rothschild Holding S.A. | 31,182 | $2.01M | 0.05% | +2,197+7.6% | Added |
| Mariner, LLC | 31,087 | $2.00M | 0.01% | +1,583+5.4% | Added |
| DuPont Capital Management Corp | 30,689 | $1.97M | 0.12% | −7,423−19.5% | Reduced |
| Lockheed Martin Investment Management Co | 30,453 | $1.96M | 0.16% | −5,100−14.3% | Reduced |
| Pearl River Capital, LLC | 30,240 | $1.95M | 0.36% | +15,892+110.8% | Added |
| Louisiana State Employees Retirement System | 29,700 | $1.91M | 0.06% | +1,000+3.5% | Added |
| Romano Brothers and Company | 28,703 | $1.85M | 0.30% | +28,703 | New |
| Nicola Wealth Management Ltd. | 28,135 | $1.81M | 0.20% | −8,370−22.9% | Reduced |
| Holocene Advisors, LP | 28,070 | $1.80M | 0.01% | +28,070 | New |
| Private Advisor Group, LLC | 27,867 | $1.79M | 0.02% | −8,567−23.5% | Reduced |
| Boston Family Office LLC | 27,593 | $1.77M | 0.16% | +2,797+11.3% | Added |
| Shell Asset Management Co | 27,516 | $1.77M | 0.07% | −5,908−17.7% | Reduced |
| Rafferty Asset Management, LLC | 27,510 | $1.77M | 0.02% | +6,439+30.6% | Added |
| Mirova | 27,047 | $1.74M | 0.29% | +8,781+48.1% | Added |
| Commerce Bank | 26,810 | $1.72M | 0.01% | −1,602−5.6% | Reduced |
| Blair William & Co | 26,502 | $1.71M | 0.01% | +162+0.6% | Added |
| Fred Alger Management, LLC | 26,496 | $1.70M | 0.01% | +3,086+13.2% | Added |
| Oppenheimer & Co Inc | 26,446 | $1.70M | 0.04% | −3,608−12.0% | Reduced |
| Pendal Group Limited | 26,260 | $1.69M | 0.02% | +12,176+86.5% | Added |
| MML Investors Services, LLC | 26,141 | $1.68M | 0.01% | +2,322+9.7% | Added |
| Crossmark Global Holdings, Inc. | 25,821 | $1.66M | 0.05% | +461+1.8% | Added |
| Pensionfund Sabic | 25,259 | $1.63M | 0.57% | −1,000−3.8% | Reduced |
| JustInvest LLC | 25,202 | $1.62M | 0.07% | −414−1.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 25,099 | $1.61M | 0.07% | +546+2.2% | Added |
| OPSEU Pension Plan Trust Fund | 24,604 | $1.60M | 0.42% | +513+2.1% | Added |
| Quadrature Capital Ltd | 24,911 | $1.60M | 0.05% | +21,018+539.9% | Added |