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 |
|---|---|---|---|---|---|
| Commerce Bank | 25,828 | $1.69M | 0.01% | −982−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,980 | $1.70M | 0.03% | +1,568+6.4% | Added |
| Summit Place Financial Advisors, LLC | 26,225 | $1.72M | 1.42% | +1,600+6.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,760 | $1.75M | 0.26% | −4,558−14.6% | Reduced |
| Crossmark Global Holdings, Inc. | 27,000 | $1.77M | 0.04% | +1,179+4.6% | Added |
| Bayesian Capital Management, LP | 27,200 | $1.78M | 0.26% | +27,200 | New |
| Pearl River Capital, LLC | 27,461 | $1.80M | 0.31% | −2,779−9.2% | Reduced |
| Mercer Global Advisors Inc | 27,717 | $1.82M | 0.01% | +3,278+13.4% | Added |
| Fred Alger Management, LLC | 28,362 | $1.86M | 0.01% | +1,866+7.0% | Added |
| Romano Brothers and Company | 28,403 | $1.86M | 0.28% | −300−1.0% | Reduced |
| Blair William & Co | 28,508 | $1.87M | 0.01% | +2,006+7.6% | Added |
| JustInvest LLC | 28,598 | $1.87M | 0.08% | +3,396+13.5% | Added |
| DuPont Capital Management Corp | 28,661 | $1.88M | 0.09% | −2,028−6.6% | Reduced |
| Squarepoint Ops LLC | 28,735 | $1.88M | 0.01% | −37,255−56.5% | Reduced |
| Boston Family Office LLC | 28,803 | $1.89M | 0.16% | +1,210+4.4% | Added |
| Natixis | 29,160 | $1.91M | 0.01% | −43,066−59.6% | Reduced |
| Vestcor Inc | 29,287 | $1.92M | 0.07% | +9,279+46.4% | Added |
| MML Investors Services, LLC | 29,599 | $1.94M | 0.01% | +3,458+13.2% | Added |
| United Capital Financial Advisers, LLC | 30,173 | $1.98M | 0.01% | −1,523−4.8% | Reduced |
| Vontobel Holding Ltd. | 30,679 | $1.99M | 0.02% | +18,507+152.0% | Added |
| Louisiana State Employees Retirement System | 30,500 | $2.00M | 0.05% | +800+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,089 | $2.04M | 0.01% | +17,585+130.2% | Added |
| Rainey & Randall Investment Management Inc. | 31,289 | $2.05M | 0.72% | −2,956−8.6% | Reduced |
| Prudential PLC | 31,785 | $2.08M | 0.03% | +8,949+39.2% | Added |
| Kinneret Advisory, LLC | 32,249 | $2.11M | 0.28% | +28,116+680.3% | Added |
| Impax Asset Management Group plc | 34,060 | $2.23M | 0.01% | −267,152−88.7% | Reduced |
| Lockheed Martin Investment Management Co | 34,153 | $2.24M | 0.15% | +3,700+12.1% | Added |
| National Asset Management, Inc. | 34,421 | $2.26M | 0.06% | −500−1.4% | Reduced |
| Andra AP-fonden | 34,500 | $2.26M | 0.07% | −14,500−29.6% | Reduced |
| Boothbay Fund Management, LLC | 34,748 | $2.28M | 0.08% | +30,573+732.3% | Added |
| Maven Securities LTD | 34,810 | $2.28M | 0.46% | +285+0.8% | Added |
| Elo Mutual Pension Insurance Co | 35,871 | $2.35M | 0.08% | +1,775+5.2% | Added |
| Nordea Investment Management AB | 35,984 | $2.36M | 0.00% | −772−2.1% | Reduced |
| Kentucky Retirement Systems | 36,431 | $2.39M | 0.09% | +159+0.4% | Added |
| Oregon Public Employees Retirement Fund | 36,445 | $2.39M | 0.03% | −34,535−48.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,629 | $2.40M | 0.04% | −6,435−14.9% | Reduced |
| Kornitzer Capital Management Inc | 36,790 | $2.41M | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 36,800 | $2.41M | 0.09% | +1,847+5.3% | Added |
| Bamco Inc | 37,084 | $2.43M | 0.01% | +15,269+70.0% | Added |
| Maryland State Retirement & Pension System | 37,200 | $2.44M | 0.07% | +37,200 | New |
| Nicola Wealth Management Ltd. | 37,435 | $2.45M | 0.25% | +9,300+33.1% | Added |
| Northwestern Mutual Wealth Management Co | 37,486 | $2.46M | 0.00% | −462−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 37,918 | $2.49M | 0.07% | +26,261+225.3% | Added |
| Spinnaker Trust | 38,073 | $2.50M | 0.19% | +794+2.1% | Added |
| Securian Asset Management, Inc | 38,845 | $2.55M | 0.07% | +1,144+3.0% | Added |
| US Bancorp | 39,614 | $2.60M | 0.00% | −4,766−10.7% | Reduced |
| Lincluden Management Ltd | 39,882 | $2.61M | 0.31% | 00.0% | Unchanged |
| Hartford Investment Management Co | 39,968 | $2.62M | 0.08% | −9,909−19.9% | Reduced |
| KMG Fiduciary Partners, LLC | 40,146 | $2.63M | 0.43% | −2,988−6.9% | Reduced |
| Creative Planning | 40,455 | $2.65M | 0.00% | +1,840+4.8% | Added |
| Advisors Asset Management, Inc. | 40,596 | $2.66M | 0.05% | +3,012+8.0% | Added |
| British Columbia Investment Management Corp | 40,976 | $2.69M | 0.03% | −3,778−8.4% | Reduced |
| Tekla Capital Management LLC | 41,484 | $2.72M | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 41,958 | $2.75M | 0.12% | −41−0.1% | Reduced |
| Fifth Third Bancorp | 42,298 | $2.77M | 0.01% | +9,723+29.8% | Added |
| Rafferty Asset Management, LLC | 43,065 | $2.82M | 0.02% | +15,555+56.5% | Added |
| Teachers Retirement System of the State of Kentucky | 43,882 | $2.88M | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 44,418 | $2.91M | 0.01% | −39,064−46.8% | Reduced |
| Bank of Nova Scotia | 44,934 | $2.95M | 0.01% | −3,985−8.1% | Reduced |
| Gotham Asset Management, LLC | 45,334 | $2.97M | 0.08% | +39,630+694.8% | Added |
| Cetera Advisor Networks LLC | 45,376 | $2.97M | 0.02% | +8,209+22.1% | Added |
| APG Asset Management N.V. | 45,826 | $3.00M | 0.01% | +28,276+161.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,262 | $3.03M | 0.02% | −42−0.1% | Reduced |
| Norinchukin Bank, The | 46,542 | $3.05M | 0.07% | −2,852−5.8% | Reduced |
| Callahan Advisors, LLC | 47,924 | $3.14M | 0.43% | +10,227+27.1% | Added |
| Peapack Gladstone Financial Corp | 48,237 | $3.16M | 0.06% | −812−1.7% | Reduced |
| Walleye Trading LLC | 49,245 | $3.23M | 0.08% | −16,760−25.4% | Reduced |
| Windward Capital Management Co | 49,599 | $3.25M | 0.35% | −170−0.3% | Reduced |
| HighTower Advisors, LLC | 50,934 | $3.35M | 0.01% | −12,333−19.5% | Reduced |
| Mackenzie Financial Corp | 51,635 | $3.38M | 0.01% | +4,885+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 52,029 | $3.41M | 0.01% | −18,381−26.1% | Reduced |
| Janney Montgomery Scott LLC | 52,255 | $3.42M | 0.01% | +53+0.1% | Added |
| Private Asset Management Inc | 53,329 | $3.50M | 0.59% | −1,971−3.6% | Reduced |
| Czech National Bank | 55,309 | $3.63M | 0.10% | +1,466+2.7% | Added |
| Garland Capital Management Inc | 55,368 | $3.63M | 2.37% | +5,583+11.2% | Added |
| Pensionfund DSM Netherlands | 55,753 | $3.65M | 2.54% | −2,000−3.5% | Reduced |
| South Dakota Investment Council | 57,289 | $3.75M | 0.08% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 58,012 | $3.80M | 0.09% | +15,000+34.9% | Added |
| Xponance, Inc. | 58,248 | $3.82M | 0.06% | +10,913+23.1% | Added |
| M&T Bank Corp | 58,248 | $3.82M | 0.02% | −3,590−5.8% | Reduced |
| Endeavour Capital Advisors Inc | 59,572 | $3.90M | 1.05% | −32,164−35.1% | Reduced |
| Azimuth Capital Investment Management LLC | 60,252 | $3.95M | 0.20% | −1,250−2.0% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $3.98M | 0.06% | −378,800−86.2% | Reduced |
| Sarasin & Partners LLP | 60,775 | $3.98M | 0.05% | +3,050+5.3% | Added |
| Oppenheimer Asset Management Inc. | 61,192 | $4.01M | 0.06% | +6,112+11.1% | Added |
| Gateway Investment Advisers LLC | 61,454 | $4.03M | 0.05% | +210.0% | Added |
| Advisors Management Group Inc | 61,792 | $4.05M | 1.53% | −270−0.4% | Reduced |
| First Republic Investment Management, Inc. | 63,669 | $4.17M | 0.01% | +14,572+29.7% | Added |
| Carret Asset Management, LLC | 65,228 | $4.28M | 0.59% | −583−0.9% | Reduced |
| Mariner, LLC | 65,458 | $4.29M | 0.01% | +34,371+110.6% | Added |
| CIBC Asset Management Inc | 65,985 | $4.33M | 0.02% | +6,591+11.1% | Added |
| Verition Fund Management LLC | 66,842 | $4.38M | 0.09% | +57,563+620.4% | Added |
| Texas Permanent School Fund | 67,136 | $4.40M | 0.07% | +1,572+2.4% | Added |
| Pinnacle Associates Ltd | 67,829 | $4.45M | 0.10% | −10,548−13.5% | Reduced |
| ING Groep NV | 68,243 | $4.47M | 0.04% | +68,243 | New |
| Marshall Wace, LLP | 69,045 | $4.53M | 0.01% | −230,935−77.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,193 | $4.54M | 0.06% | −16,500−19.3% | Reduced |
| State of Tennessee, Treasury Department | 70,304 | $4.61M | 0.02% | −3,646−4.9% | Reduced |
| Captrust Financial Advisors | 71,485 | $4.69M | 0.02% | +824+1.2% | Added |
| Windle Wealth, LLC | 72,788 | $4.77M | 3.72% | +72,788 | New |