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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 363,943 | $23.9M | 0.07% | +3,397+0.9% | Added |
| Manufacturers Life Insurance Company, The | 369,827 | $24.2M | 0.02% | −5,903−1.6% | Reduced |
| American Century Companies Inc | 377,075 | $24.7M | 0.02% | −777,037−67.3% | Reduced |
| Virginia Retirement Systems Et Al | 379,733 | $24.9M | 0.26% | −44,200−10.4% | Reduced |
| Bank of Montreal | 403,260 | $26.6M | 0.02% | +86,227+27.2% | Added |
| Cambiar Investors LLC | 406,674 | $26.7M | 1.21% | +18,091+4.7% | Added |
| Citadel Advisors LLC | 429,054 | $28.1M | 0.03% | +67,088+18.5% | Added |
| Uniplan Investment Counsel, Inc. | 431,635 | $28.3M | 2.01% | −18,444−4.1% | Reduced |
| Retirement Systems of Alabama | 434,160 | $28.5M | 0.12% | −4,772−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 439,928 | $28.8M | 0.24% | +180,733+69.7% | Added |
| AXA S.A. | 441,811 | $29.0M | 0.10% | −12,192−2.7% | Reduced |
| New York State Teachers Retirement System | 464,036 | $30.4M | 0.07% | +743+0.2% | Added |
| Citigroup Inc | 474,205 | $31.1M | 0.04% | −190,083−28.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 480,606 | $31.5M | 0.08% | +8,500+1.8% | Added |
| BNP Paribas Arbitrage, SA | 513,261 | $33.6M | 0.08% | +123,422+31.7% | Added |
| Alyeska Investment Group, L.P. | 515,417 | $33.8M | 0.35% | +515,417 | New |
| State Board of Administration of Florida Retirement System | 528,688 | $34.7M | 0.08% | −15,200−2.8% | Reduced |
| New York State Common Retirement Fund | 534,081 | $35.0M | 0.05% | −2,229−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 564,471 | $37.0M | 0.10% | +14,862+2.7% | Added |
| Hazelview Securities Inc. | 579,736 | $38.0M | 5.70% | +158,600+37.7% | Added |
| State of New Jersey Common Pension Fund D | 584,805 | $38.3M | 0.14% | +39,865+7.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 578,263 | $38.7M | 0.11% | +65,500+12.8% | Added |
| CORDA Investment Management, LLC. | 593,747 | $38.9M | 3.17% | +60,867+11.4% | Added |
| Nomura Asset Management Co Ltd | 595,472 | $39.0M | 0.23% | −17,649−2.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 596,589 | $39.1M | 1.25% | −50,000−7.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609,191 | $39.9M | 0.14% | +88,841+17.1% | Added |
| Cbre Clarion Securities LLC | 626,880 | $41.1M | 0.72% | −208,335−24.9% | Reduced |
| Aviva PLC | 656,926 | $43.1M | 0.21% | +188,973+40.4% | Added |
| Great West Life Assurance Co | 676,736 | $44.5M | 0.12% | +35,525+5.5% | Added |
| UBS Group AG | 708,322 | $46.4M | 0.02% | −72,851−9.3% | Reduced |
| California State Teachers Retirement System | 777,965 | $51.0M | 0.08% | +23,241+3.1% | Added |
| Public Employees Retirement System of Ohio | 806,267 | $52.9M | 0.23% | −166,469−17.1% | Reduced |
| Epoch Investment Partners, Inc. | 808,691 | $53.0M | 0.32% | +201,117+33.1% | Added |
| National Pension Service | 824,359 | $54.0M | 0.11% | +71,686+9.5% | Added |
| Voya Investment Management LLC | 840,995 | $55.1M | 0.06% | +88,195+11.7% | Added |
| Standard Life Aberdeen plc | 845,775 | $55.4M | 0.15% | −29,517−3.4% | Reduced |
| Schroder Investment Management Group | 894,485 | $58.6M | 0.09% | −1,022,092−53.3% | Reduced |
| Rhumbline Advisers | 924,778 | $60.6M | 0.08% | +41,485+4.7% | Added |
| Deutsche Bank AG | 935,980 | $61.4M | 0.04% | −429,642−31.5% | Reduced |
| Asset Management One Co.,Ltd. | 932,110 | $61.4M | 0.30% | +54,417+6.2% | Added |
| Barclays PLC | 939,806 | $61.6M | 0.05% | +383,647+69.0% | Added |
| FIL Ltd | 950,511 | $62.3M | 0.07% | +70,293+8.0% | Added |
| Waterfront Capital Partners, LLC | 964,999 | $63.3M | 5.17% | +964,999 | New |
| Royal Bank of Canada | 984,402 | $64.5M | 0.02% | −31,677−3.1% | Reduced |
| Aew Capital Management L P | 1,003,999 | $65.8M | 2.58% | −60,687−5.7% | Reduced |
| California Public Employees Retirement System | 1,043,804 | $68.4M | 0.06% | +13,177+1.3% | Added |
| Credit Suisse AG | 1,175,485 | $77.1M | 0.08% | +147,954+14.4% | Added |
| Neuberger Berman Group LLC | 1,189,516 | $78.0M | 0.08% | −83,809−6.6% | Reduced |
| Alliancebernstein L.P. | 1,208,857 | $79.2M | 0.04% | −246,896−17.0% | Reduced |
| Wells Fargo & Company | 1,215,270 | $79.7M | 0.03% | +170,554+16.3% | Added |
| Brookfield Asset Management Inc. | 1,223,793 | $80.2M | 0.30% | +199,213+19.4% | Added |
| Adelante Capital Management LLC | 1,247,259 | $81.8M | 6.89% | +135,638+12.2% | Added |
| STRS Ohio | 1,269,641 | $83.2M | 0.38% | +133,422+11.7% | Added |
| Pictet Asset Management SA | 1,360,791 | $89.2M | 0.13% | +3,433+0.3% | Added |
| Canada Pension Plan Investment Board | 1,383,130 | $90.7M | 0.16% | −241,900−14.9% | Reduced |
| Lasalle Investment Management Securities LLC | 1,415,368 | $92.8M | 3.81% | +7,398+0.5% | Added |
| HSBC Holdings PLC | 1,457,795 | $95.4M | 0.12% | +380,948+35.4% | Added |
| Heitman Real Estate Securities LLC | 1,599,001 | $104.8M | 5.57% | −94,743−5.6% | Reduced |
| Macquarie Group Ltd | 1,664,654 | $109.0M | 0.13% | −12,148−0.7% | Reduced |
| Janus Henderson Group PLC | 1,717,198 | $112.6M | 0.08% | +410,506+31.4% | Added |
| Goldman Sachs Group Inc | 1,786,061 | $117.1M | 0.03% | −166,967−8.5% | Reduced |
| Swiss National Bank | 1,883,300 | $123.5M | 0.09% | −84,080−4.3% | Reduced |
| SEI Investments Co | 1,928,851 | $126.4M | 0.28% | +140,534+7.9% | Added |
| Russell Investments Group, Ltd. | 2,162,270 | $141.8M | 0.29% | +420,409+24.1% | Added |
| Duff & Phelps Investment Management Co | 2,427,337 | $156.7M | 1.90% | +73,700+3.1% | Added |
| Ameriprise Financial Inc | 2,567,991 | $163.5M | 0.06% | −118,189−4.4% | Reduced |
| Bank of America Corp | 2,670,385 | $175.0M | 0.02% | −1,476,592−35.6% | Reduced |
| PGGM Investments | 2,723,584 | $178.5M | 3.12% | +1,596,237+141.6% | Added |
| Amundi | 2,744,909 | $191.4M | 0.10% | +60,157+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,999,559 | $196.6M | 0.16% | −60,526−2.0% | Reduced |
| Boston Partners | 3,246,388 | $212.9M | 0.29% | −325,947−9.1% | Reduced |
| Capital International Investors | 3,472,201 | $227.6M | 0.06% | +3,472,201 | New |
| Prudential Financial Inc | 3,517,027 | $230.5M | 0.39% | +558,722+18.9% | Added |
| Zimmer Partners, LP | 3,831,712 | $251.2M | 5.05% | −168,288−4.2% | Reduced |
| Bank of New York Mellon Corp | 4,194,142 | $274.9M | 0.06% | +92,190+2.2% | Added |
| Nuveen Asset Management, LLC | 4,209,777 | $276.0M | 0.11% | −438,786−9.4% | Reduced |
| UBS Asset Management Americas Inc | 4,481,564 | $293.8M | 0.15% | +123,055+2.8% | Added |
| Invesco Ltd. | 4,565,199 | $299.2M | 0.09% | −1,415,451−23.7% | Reduced |
| Centersquare Investment Management LLC | 4,747,167 | $311.2M | 3.63% | +1,605,211+51.1% | Added |
| Charles Schwab Investment Management Inc | 4,791,602 | $314.1M | 0.10% | +220,367+4.8% | Added |
| JPMorgan Chase & Co | 4,916,692 | $322.3M | 0.05% | −244,200−4.7% | Reduced |
| Resolution Capital Ltd | 5,335,639 | $349.8M | 6.04% | −1,853,528−25.8% | Reduced |
| Price T Rowe Associates Inc | 5,509,574 | $361.2M | 0.06% | −1,166,149−17.5% | Reduced |
| Legal & General Group Plc | 5,851,215 | $383.5M | 0.15% | −39,560−0.7% | Reduced |
| Dimensional Fund Advisors LP | 6,331,837 | $415.1M | 0.15% | +50,175+0.8% | Added |
| Morgan Stanley | 6,467,895 | $424.0M | 0.05% | −86,670−1.3% | Reduced |
| Northern Trust Corp | 6,578,267 | $431.2M | 0.09% | −61,723−0.9% | Reduced |
| Daiwa Securities Group Inc. | 10,209,872 | $669.3M | 5.14% | +1,645,769+19.2% | Added |
| Principal Financial Group Inc | 10,232,143 | $670.7M | 0.51% | +3,386,635+49.5% | Added |
| Geode Capital Management, LLC | 10,554,206 | $690.7M | 0.10% | +347,749+3.4% | Added |
| FMR LLC | 15,809,749 | $1.04B | 0.10% | +272,258+1.8% | Added |
| Norges Bank | 16,854,773 | $1.10B | 0.27% | +7,4230.0% | Added |
| Wellington Management Group LLP | 24,071,455 | $1.58B | 0.32% | −1,842,426−7.1% | Reduced |
| State Street Corp | 31,087,957 | $2.04B | 0.12% | +855,476+2.8% | Added |
| Cohen & Steers, Inc. | 47,524,992 | $3.12B | 6.88% | +7,380,563+18.4% | Added |
| BlackRock Inc. | 49,874,660 | $3.27B | 0.10% | −51,972−0.1% | Reduced |
| Vanguard Group Inc | 75,690,885 | $4.96B | 0.14% | +1,203,750+1.6% | Added |
| Abeille Asset Management SA | 11,172 | – | – | −1,220−9.8% | Reduced |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −3,051,525−100.0% | Sold out |