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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,034 | $4.92M | 0.01% | −898,147−92.3% | Reduced |
| TCW Group Inc | 75,224 | $4.93M | 0.07% | −7,148−8.7% | Reduced |
| KBC Group NV | 75,635 | $4.96M | 0.02% | +5,365+7.6% | Added |
| IFM Investors Pty Ltd | 76,704 | $5.03M | 0.08% | +378+0.5% | Added |
| Public Employees Retirement Association of Colorado | 79,494 | $5.21M | 0.03% | +178+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,872 | $5.24M | 0.04% | +12,095+17.8% | Added |
| 1832 Asset Management L.P. | 80,000 | $5.24M | 0.01% | −223,311−73.6% | Reduced |
| Gulf International Bank (UK) Ltd | 82,141 | $5.38M | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 82,492 | $5.41M | 0.01% | −1,564−1.9% | Reduced |
| Swiss Life Asset Management Ltd | 82,528 | $5.42M | 0.09% | −209−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 82,801 | $5.43M | 0.04% | −710−0.9% | Reduced |
| First Trust Advisors LP | 83,739 | $5.49M | 0.01% | −28,177−25.2% | Reduced |
| Utah Retirement Systems | 83,903 | $5.50M | 0.09% | +800+1.0% | Added |
| Central Trust Co | 86,239 | $5.65M | 0.17% | −1,500−1.7% | Reduced |
| New York Life Investment Management LLC | 87,048 | $5.71M | 0.07% | +1,153+1.3% | Added |
| Comerica Bank | 82,600 | $5.92M | 0.05% | −7,873−8.7% | Reduced |
| Venture Visionary Partners LLC | 92,130 | $6.04M | 0.44% | −4,094−4.3% | Reduced |
| Trust Co of Toledo NA | 92,346 | $6.05M | 1.14% | −424−0.5% | Reduced |
| Mutual of America Capital Management LLC | 92,859 | $6.09M | 0.08% | +2,696+3.0% | Added |
| Yousif Capital Management, LLC | 93,011 | $6.10M | 0.08% | −4,260−4.4% | Reduced |
| USS Investment Management Ltd | 94,812 | $6.21M | 0.09% | +1,876+2.0% | Added |
| Natixis Advisors, L.P. | 98,912 | $6.48M | 0.02% | −18,380−15.7% | Reduced |
| Teacher Retirement System of Texas | 99,093 | $6.50M | 0.05% | +34,288+52.9% | Added |
| Nissay Asset Management Corp | 99,465 | $6.52M | 0.06% | +2,975+3.1% | Added |
| DnB Asset Management AS | 100,715 | $6.60M | 0.05% | +6,585+7.0% | Added |
| Candriam Luxembourg S.C.A. | 100,800 | $6.61M | 0.04% | +61,070+153.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 103,866 | $6.81M | 0.14% | +9,530+10.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 105,230 | $6.90M | 0.02% | +12,997+14.1% | Added |
| Vert Asset Management LLC | 105,427 | $6.91M | 6.15% | +4,765+4.7% | Added |
| Manning & Napier Group, LLC | 107,275 | $7.03M | 0.09% | −19,219−15.2% | Reduced |
| Tredje AP-fonden | 107,435 | $7.04M | 0.12% | −247,400−69.7% | Reduced |
| Advisor Group Holdings, Inc. | 108,350 | $7.11M | 0.01% | +3,658+3.5% | Added |
| Rockefeller Capital Management L.P. | 112,546 | $7.38M | 0.04% | +35,511+46.1% | Added |
| Public Sector Pension Investment Board | 115,253 | $7.55M | 0.06% | +15,404+15.4% | Added |
| Commonwealth Equity Services, LLC | 116,895 | $7.66M | 0.02% | +4,332+3.8% | Added |
| AQR Capital Management LLC | 119,332 | $7.82M | 0.02% | −2,487−2.0% | Reduced |
| Stifel Financial Corp | 121,921 | $7.99M | 0.01% | −3,078−2.5% | Reduced |
| Amalgamated Bank | 123,382 | $8.09M | 0.07% | +5,200+4.4% | Added |
| MetLife Investment Management | 123,411 | $8.09M | 0.06% | +410+0.3% | Added |
| Arizona State Retirement System | 126,255 | $8.28M | 0.08% | +2,855+2.3% | Added |
| GSI Capital Advisors LLC | 127,095 | $8.33M | 5.04% | +9,245+7.8% | Added |
| American International Group, Inc. | 127,914 | $8.38M | 0.06% | +1,709+1.4% | Added |
| Allianz Asset Management GmbH | 127,972 | $8.39M | 0.02% | −325,235−71.8% | Reduced |
| State of Michigan Retirement System | 128,409 | $8.42M | 0.06% | +3,000+2.4% | Added |
| ProShare Advisors LLC | 129,673 | $8.50M | 0.03% | +8,012+6.6% | Added |
| Cercano Management LLC | 133,289 | $8.74M | 0.36% | +133,289 | New |
| Twinbeech Capital LP | 133,959 | $8.78M | 0.17% | +29,574+28.3% | Added |
| Keybank National Association | 135,489 | $8.88M | 0.04% | −7,275−5.1% | Reduced |
| Intech Investment Management LLC | 137,729 | $9.03M | 0.07% | +1,209+0.9% | Added |
| Calamos Advisors LLC | 145,110 | $9.51M | 0.05% | −25,174−14.8% | Reduced |
| Handelsbanken Fonder AB | 145,232 | $9.52M | 0.06% | +7,064+5.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 146,104 | $9.58M | 0.47% | −342−0.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 150,328 | $9.85M | 0.28% | +150,328 | New |
| Makena Capital Management LLC | 152,579 | $10.0M | 1.88% | +152,579 | New |
| Davis Selected Advisers | 152,980 | $10.0M | 0.07% | −62,110−28.9% | Reduced |
| Walleye Capital LLC | 156,274 | $10.2M | 0.22% | +82,433+111.6% | Added |
| Thrivent Financial for Lutherans | 161,046 | $10.6M | 0.03% | −14,615−8.3% | Reduced |
| Voloridge Investment Management, LLC | 161,307 | $10.6M | 0.06% | −647,703−80.1% | Reduced |
| LPL Financial LLC | 163,322 | $10.7M | 0.01% | −2,490−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 163,426 | $10.7M | 0.02% | −11,884−6.8% | Reduced |
| Storebrand Asset Management AS | 168,011 | $11.0M | 0.06% | −2,430−1.4% | Reduced |
| AMF Pensionsforsakring AB | 169,582 | $11.1M | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 174,477 | $11.4M | 0.10% | −8,443−4.6% | Reduced |
| Van Eck Associates Corp | 177,881 | $11.7M | 0.03% | +18,783+11.8% | Added |
| Susquehanna International Group, LLP | 181,321 | $11.9M | 0.02% | +164,586+983.5% | Added |
| Allstate Corp | 188,267 | $12.3M | 0.38% | +47,378+33.6% | Added |
| Allstate Investment Management Co | 188,267 | $12.3M | 0.38% | +188,267 | New |
| Royal London Asset Management Ltd | 188,561 | $12.4M | 0.06% | +8,785+4.9% | Added |
| HGI Capital Management, LLC | 190,961 | $12.5M | 3.58% | +190,961 | New |
| Cerity Partners LLC | 194,660 | $12.8M | 0.08% | +190,747+4,874.7% | Added |
| Forsta Ap-Fonden | 198,600 | $13.0M | 0.15% | +62,200+45.6% | Added |
| CIBC World Markets Corp | 207,866 | $13.6M | 0.09% | +11,128+5.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 207,881 | $13.6M | 0.79% | +207,881 | New |
| Westpac Banking Corp | 210,014 | $13.8M | 0.20% | −58,604−21.8% | Reduced |
| Renaissance Technologies LLC | 213,963 | $14.0M | 0.02% | −1,108,100−83.8% | Reduced |
| TD Asset Management Inc | 218,256 | $14.3M | 0.02% | +26,960+14.1% | Added |
| Ranger Global Real Estate Advisors, LLC | 235,339 | $15.1M | 2.19% | −30,000−11.3% | Reduced |
| Millennium Management LLC | 235,981 | $15.5M | 0.02% | +215,333+1,042.9% | Added |
| The PNC Financial Services Group, Inc. | 242,409 | $15.9M | 0.02% | −3,550−1.4% | Reduced |
| Treasurer of the State of North Carolina | 243,156 | $15.9M | 0.10% | +17,150+7.6% | Added |
| Swedbank AB | 256,515 | $16.8M | 0.04% | −31,917−11.1% | Reduced |
| Victory Capital Management Inc | 262,126 | $17.2M | 0.02% | −163,581−38.4% | Reduced |
| Nisa Investment Advisors, LLC | 262,404 | $17.2M | 0.14% | +11,339+4.5% | Added |
| Employees Retirement System of Texas | 263,000 | $17.2M | 0.25% | +263,000 | New |
| Chevy Chase Trust Holdings, Inc. | 274,225 | $18.0M | 0.08% | −11,166−3.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 275,711 | $18.1M | 0.10% | −23,275−7.8% | Reduced |
| Presima Inc. | 279,850 | $18.3M | 5.29% | +8,700+3.2% | Added |
| Toronto Dominion Bank | 297,333 | $19.5M | 0.03% | +45,266+18.0% | Added |
| Raymond James & Associates | 300,848 | $19.7M | 0.02% | −34,568−10.3% | Reduced |
| Chilton Capital Management LLC | 307,432 | $20.2M | 1.25% | +20,153+7.0% | Added |
| B&I Capital AG | 314,190 | $20.6M | 7.23% | +63,070+25.1% | Added |
| GEM Realty Capital | 319,835 | $21.0M | 5.01% | +319,835 | New |
| Point72 Asset Management, L.P. | 321,200 | $21.1M | 0.08% | +320,900+106,966.7% | Added |
| Bowen Hanes & Co Inc | 326,143 | $21.4M | 0.76% | −2,800−0.9% | Reduced |
| Massachusetts Financial Services Co | 333,542 | $21.9M | 0.01% | −1,486,125−81.7% | Reduced |
| Franklin Resources Inc | 338,212 | $22.2M | 0.01% | −8,385−2.4% | Reduced |
| State of Wisconsin Investment Board | 340,662 | $22.3M | 0.07% | −33,024−8.8% | Reduced |
| DekaBank Deutsche Girozentrale | 347,895 | $22.8M | 0.06% | +20,102+6.1% | Added |
| State of Alaska, Department of Revenue | 350,591 | $23.0M | 0.29% | −21,052−5.7% | Reduced |
| Envestnet Asset Management Inc | 362,310 | $23.7M | 0.01% | +48,367+15.4% | Added |