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, Q4 2022
Institutional positions in Welltower Inc. as of Dec 31, 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
- 799
- +36 vs. Q3 2022
- Shares held
- 471.1M
- +7.61M (+1.6%) vs. Q3 2022
- Total value
- $30.9B
- +$1.08B (+3.6%) vs. Q3 2022
- New holders
- 100
- 297 more added
- Sold out
- 64
- 269 more reduced
23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 75,690,885 | $4.96B | 0.14% | +1,203,750+1.6% | Added |
| BlackRock Inc. | 49,874,660 | $3.27B | 0.10% | −51,972−0.1% | Reduced |
| Cohen & Steers, Inc. | 47,524,992 | $3.12B | 6.88% | +7,380,563+18.4% | Added |
| State Street Corp | 31,087,957 | $2.04B | 0.12% | +855,476+2.8% | Added |
| Wellington Management Group LLP | 24,071,455 | $1.58B | 0.32% | −1,842,426−7.1% | Reduced |
| Norges Bank | 16,854,773 | $1.10B | 0.27% | +7,4230.0% | Added |
| FMR LLC | 15,809,749 | $1.04B | 0.10% | +272,258+1.8% | Added |
| Geode Capital Management, LLC | 10,554,206 | $690.7M | 0.10% | +347,749+3.4% | Added |
| Principal Financial Group Inc | 10,232,143 | $670.7M | 0.51% | +3,386,635+49.5% | Added |
| Daiwa Securities Group Inc. | 10,209,872 | $669.3M | 5.14% | +1,645,769+19.2% | Added |
| Northern Trust Corp | 6,578,267 | $431.2M | 0.09% | −61,723−0.9% | Reduced |
| Morgan Stanley | 6,467,895 | $424.0M | 0.05% | −86,670−1.3% | Reduced |
| Dimensional Fund Advisors LP | 6,331,837 | $415.1M | 0.15% | +50,175+0.8% | Added |
| Legal & General Group Plc | 5,851,215 | $383.5M | 0.15% | −39,560−0.7% | Reduced |
| Price T Rowe Associates Inc | 5,509,574 | $361.2M | 0.06% | −1,166,149−17.5% | Reduced |
| Resolution Capital Ltd | 5,335,639 | $349.8M | 6.04% | −1,853,528−25.8% | Reduced |
| JPMorgan Chase & Co | 4,916,692 | $322.3M | 0.05% | −244,200−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 4,791,602 | $314.1M | 0.10% | +220,367+4.8% | Added |
| Centersquare Investment Management LLC | 4,747,167 | $311.2M | 3.63% | +1,605,211+51.1% | Added |
| Invesco Ltd. | 4,565,199 | $299.2M | 0.09% | −1,415,451−23.7% | Reduced |
| UBS Asset Management Americas Inc | 4,481,564 | $293.8M | 0.15% | +123,055+2.8% | Added |
| Nuveen Asset Management, LLC | 4,209,777 | $276.0M | 0.11% | −438,786−9.4% | Reduced |
| Bank of New York Mellon Corp | 4,194,142 | $274.9M | 0.06% | +92,190+2.2% | Added |
| Zimmer Partners, LP | 3,831,712 | $251.2M | 5.05% | −168,288−4.2% | Reduced |
| Prudential Financial Inc | 3,517,027 | $230.5M | 0.39% | +558,722+18.9% | Added |
| Capital International Investors | 3,472,201 | $227.6M | 0.06% | +3,472,201 | New |
| Boston Partners | 3,246,388 | $212.9M | 0.29% | −325,947−9.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,999,559 | $196.6M | 0.16% | −60,526−2.0% | Reduced |
| Amundi | 2,744,909 | $191.4M | 0.10% | +60,157+2.2% | Added |
| PGGM Investments | 2,723,584 | $178.5M | 3.12% | +1,596,237+141.6% | Added |
| Bank of America Corp | 2,670,385 | $175.0M | 0.02% | −1,476,592−35.6% | Reduced |
| Ameriprise Financial Inc | 2,567,991 | $163.5M | 0.06% | −118,189−4.4% | Reduced |
| Duff & Phelps Investment Management Co | 2,427,337 | $156.7M | 1.90% | +73,700+3.1% | Added |
| Russell Investments Group, Ltd. | 2,162,270 | $141.8M | 0.29% | +420,409+24.1% | Added |
| SEI Investments Co | 1,928,851 | $126.4M | 0.28% | +140,534+7.9% | Added |
| Swiss National Bank | 1,883,300 | $123.5M | 0.09% | −84,080−4.3% | Reduced |
| Goldman Sachs Group Inc | 1,786,061 | $117.1M | 0.03% | −166,967−8.5% | Reduced |
| Janus Henderson Group PLC | 1,717,198 | $112.6M | 0.08% | +410,506+31.4% | Added |
| Macquarie Group Ltd | 1,664,654 | $109.0M | 0.13% | −12,148−0.7% | Reduced |
| Heitman Real Estate Securities LLC | 1,599,001 | $104.8M | 5.57% | −94,743−5.6% | Reduced |
| HSBC Holdings PLC | 1,457,795 | $95.4M | 0.12% | +380,948+35.4% | Added |
| Lasalle Investment Management Securities LLC | 1,415,368 | $92.8M | 3.81% | +7,398+0.5% | Added |
| Canada Pension Plan Investment Board | 1,383,130 | $90.7M | 0.16% | −241,900−14.9% | Reduced |
| Pictet Asset Management SA | 1,360,791 | $89.2M | 0.13% | +3,433+0.3% | Added |
| STRS Ohio | 1,269,641 | $83.2M | 0.38% | +133,422+11.7% | Added |
| Adelante Capital Management LLC | 1,247,259 | $81.8M | 6.89% | +135,638+12.2% | Added |
| Brookfield Asset Management Inc. | 1,223,793 | $80.2M | 0.30% | +199,213+19.4% | Added |
| Wells Fargo & Company | 1,215,270 | $79.7M | 0.03% | +170,554+16.3% | Added |
| Alliancebernstein L.P. | 1,208,857 | $79.2M | 0.04% | −246,896−17.0% | Reduced |
| Neuberger Berman Group LLC | 1,189,516 | $78.0M | 0.08% | −83,809−6.6% | Reduced |
| Credit Suisse AG | 1,175,485 | $77.1M | 0.08% | +147,954+14.4% | Added |
| California Public Employees Retirement System | 1,043,804 | $68.4M | 0.06% | +13,177+1.3% | Added |
| Aew Capital Management L P | 1,003,999 | $65.8M | 2.58% | −60,687−5.7% | Reduced |
| Royal Bank of Canada | 984,402 | $64.5M | 0.02% | −31,677−3.1% | Reduced |
| Waterfront Capital Partners, LLC | 964,999 | $63.3M | 5.17% | +964,999 | New |
| FIL Ltd | 950,511 | $62.3M | 0.07% | +70,293+8.0% | Added |
| Barclays PLC | 939,806 | $61.6M | 0.05% | +383,647+69.0% | Added |
| Asset Management One Co.,Ltd. | 932,110 | $61.4M | 0.30% | +54,417+6.2% | Added |
| Deutsche Bank AG | 935,980 | $61.4M | 0.04% | −429,642−31.5% | Reduced |
| Rhumbline Advisers | 924,778 | $60.6M | 0.08% | +41,485+4.7% | Added |
| Schroder Investment Management Group | 894,485 | $58.6M | 0.09% | −1,022,092−53.3% | Reduced |
| Standard Life Aberdeen plc | 845,775 | $55.4M | 0.15% | −29,517−3.4% | Reduced |
| Voya Investment Management LLC | 840,995 | $55.1M | 0.06% | +88,195+11.7% | Added |
| National Pension Service | 824,359 | $54.0M | 0.11% | +71,686+9.5% | Added |
| Epoch Investment Partners, Inc. | 808,691 | $53.0M | 0.32% | +201,117+33.1% | Added |
| Public Employees Retirement System of Ohio | 806,267 | $52.9M | 0.23% | −166,469−17.1% | Reduced |
| California State Teachers Retirement System | 777,965 | $51.0M | 0.08% | +23,241+3.1% | Added |
| UBS Group AG | 708,322 | $46.4M | 0.02% | −72,851−9.3% | Reduced |
| Great West Life Assurance Co | 676,736 | $44.5M | 0.12% | +35,525+5.5% | Added |
| Aviva PLC | 656,926 | $43.1M | 0.21% | +188,973+40.4% | Added |
| Cbre Clarion Securities LLC | 626,880 | $41.1M | 0.72% | −208,335−24.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609,191 | $39.9M | 0.14% | +88,841+17.1% | Added |
| Border to Coast Pensions Partnership Ltd | 596,589 | $39.1M | 1.25% | −50,000−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 595,472 | $39.0M | 0.23% | −17,649−2.9% | Reduced |
| CORDA Investment Management, LLC. | 593,747 | $38.9M | 3.17% | +60,867+11.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 578,263 | $38.7M | 0.11% | +65,500+12.8% | Added |
| State of New Jersey Common Pension Fund D | 584,805 | $38.3M | 0.14% | +39,865+7.3% | Added |
| Hazelview Securities Inc. | 579,736 | $38.0M | 5.70% | +158,600+37.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 564,471 | $37.0M | 0.10% | +14,862+2.7% | Added |
| New York State Common Retirement Fund | 534,081 | $35.0M | 0.05% | −2,229−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 528,688 | $34.7M | 0.08% | −15,200−2.8% | Reduced |
| Alyeska Investment Group, L.P. | 515,417 | $33.8M | 0.35% | +515,417 | New |
| BNP Paribas Arbitrage, SA | 513,261 | $33.6M | 0.08% | +123,422+31.7% | Added |
| Adage Capital Partners GP, L.L.C. | 480,606 | $31.5M | 0.08% | +8,500+1.8% | Added |
| Citigroup Inc | 474,205 | $31.1M | 0.04% | −190,083−28.6% | Reduced |
| New York State Teachers Retirement System | 464,036 | $30.4M | 0.07% | +743+0.2% | Added |
| AXA S.A. | 441,811 | $29.0M | 0.10% | −12,192−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 439,928 | $28.8M | 0.24% | +180,733+69.7% | Added |
| Retirement Systems of Alabama | 434,160 | $28.5M | 0.12% | −4,772−1.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 431,635 | $28.3M | 2.01% | −18,444−4.1% | Reduced |
| Citadel Advisors LLC | 429,054 | $28.1M | 0.03% | +67,088+18.5% | Added |
| Cambiar Investors LLC | 406,674 | $26.7M | 1.21% | +18,091+4.7% | Added |
| Bank of Montreal | 403,260 | $26.6M | 0.02% | +86,227+27.2% | Added |
| Virginia Retirement Systems Et Al | 379,733 | $24.9M | 0.26% | −44,200−10.4% | Reduced |
| American Century Companies Inc | 377,075 | $24.7M | 0.02% | −777,037−67.3% | Reduced |
| Manufacturers Life Insurance Company, The | 369,827 | $24.2M | 0.02% | −5,903−1.6% | Reduced |
| Korea Investment CORP | 363,943 | $23.9M | 0.07% | +3,397+0.9% | Added |
| Envestnet Asset Management Inc | 362,310 | $23.7M | 0.01% | +48,367+15.4% | Added |
| State of Alaska, Department of Revenue | 350,591 | $23.0M | 0.29% | −21,052−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 347,895 | $22.8M | 0.06% | +20,102+6.1% | Added |