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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 340,662 | $22.3M | 0.07% | −33,024−8.8% | Reduced |
| Franklin Resources Inc | 338,212 | $22.2M | 0.01% | −8,385−2.4% | Reduced |
| Massachusetts Financial Services Co | 333,542 | $21.9M | 0.01% | −1,486,125−81.7% | Reduced |
| Bowen Hanes & Co Inc | 326,143 | $21.4M | 0.76% | −2,800−0.9% | Reduced |
| Point72 Asset Management, L.P. | 321,200 | $21.1M | 0.08% | +320,900+106,966.7% | Added |
| GEM Realty Capital | 319,835 | $21.0M | 5.01% | +319,835 | New |
| B&I Capital AG | 314,190 | $20.6M | 7.23% | +63,070+25.1% | Added |
| Chilton Capital Management LLC | 307,432 | $20.2M | 1.25% | +20,153+7.0% | Added |
| Raymond James & Associates | 300,848 | $19.7M | 0.02% | −34,568−10.3% | Reduced |
| Toronto Dominion Bank | 297,333 | $19.5M | 0.03% | +45,266+18.0% | Added |
| Presima Inc. | 279,850 | $18.3M | 5.29% | +8,700+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 275,711 | $18.1M | 0.10% | −23,275−7.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 274,225 | $18.0M | 0.08% | −11,166−3.9% | Reduced |
| Employees Retirement System of Texas | 263,000 | $17.2M | 0.25% | +263,000 | New |
| Nisa Investment Advisors, LLC | 262,404 | $17.2M | 0.14% | +11,339+4.5% | Added |
| Victory Capital Management Inc | 262,126 | $17.2M | 0.02% | −163,581−38.4% | Reduced |
| Swedbank AB | 256,515 | $16.8M | 0.04% | −31,917−11.1% | Reduced |
| Treasurer of the State of North Carolina | 243,156 | $15.9M | 0.10% | +17,150+7.6% | Added |
| The PNC Financial Services Group, Inc. | 242,409 | $15.9M | 0.02% | −3,550−1.4% | Reduced |
| Millennium Management LLC | 235,981 | $15.5M | 0.02% | +215,333+1,042.9% | Added |
| Ranger Global Real Estate Advisors, LLC | 235,339 | $15.1M | 2.19% | −30,000−11.3% | Reduced |
| TD Asset Management Inc | 218,256 | $14.3M | 0.02% | +26,960+14.1% | Added |
| Renaissance Technologies LLC | 213,963 | $14.0M | 0.02% | −1,108,100−83.8% | Reduced |
| Westpac Banking Corp | 210,014 | $13.8M | 0.20% | −58,604−21.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 207,881 | $13.6M | 0.79% | +207,881 | New |
| CIBC World Markets Corp | 207,866 | $13.6M | 0.09% | +11,128+5.7% | Added |
| Forsta Ap-Fonden | 198,600 | $13.0M | 0.15% | +62,200+45.6% | Added |
| Cerity Partners LLC | 194,660 | $12.8M | 0.08% | +190,747+4,874.7% | Added |
| HGI Capital Management, LLC | 190,961 | $12.5M | 3.58% | +190,961 | New |
| Royal London Asset Management Ltd | 188,561 | $12.4M | 0.06% | +8,785+4.9% | 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 |
| Susquehanna International Group, LLP | 181,321 | $11.9M | 0.02% | +164,586+983.5% | Added |
| Van Eck Associates Corp | 177,881 | $11.7M | 0.03% | +18,783+11.8% | Added |
| Guggenheim Capital LLC | 174,477 | $11.4M | 0.10% | −8,443−4.6% | Reduced |
| AMF Pensionsforsakring AB | 169,582 | $11.1M | 0.13% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 168,011 | $11.0M | 0.06% | −2,430−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 163,426 | $10.7M | 0.02% | −11,884−6.8% | Reduced |
| LPL Financial LLC | 163,322 | $10.7M | 0.01% | −2,490−1.5% | Reduced |
| Voloridge Investment Management, LLC | 161,307 | $10.6M | 0.06% | −647,703−80.1% | Reduced |
| Thrivent Financial for Lutherans | 161,046 | $10.6M | 0.03% | −14,615−8.3% | Reduced |
| Walleye Capital LLC | 156,274 | $10.2M | 0.22% | +82,433+111.6% | Added |
| Davis Selected Advisers | 152,980 | $10.0M | 0.07% | −62,110−28.9% | Reduced |
| Makena Capital Management LLC | 152,579 | $10.0M | 1.88% | +152,579 | New |
| Weiss Multi-Strategy Advisers LLC | 150,328 | $9.85M | 0.28% | +150,328 | New |
| Meiji Yasuda Asset Management Co Ltd. | 146,104 | $9.58M | 0.47% | −342−0.2% | Reduced |
| Handelsbanken Fonder AB | 145,232 | $9.52M | 0.06% | +7,064+5.1% | Added |
| Calamos Advisors LLC | 145,110 | $9.51M | 0.05% | −25,174−14.8% | Reduced |
| Intech Investment Management LLC | 137,729 | $9.03M | 0.07% | +1,209+0.9% | Added |
| Keybank National Association | 135,489 | $8.88M | 0.04% | −7,275−5.1% | Reduced |
| Twinbeech Capital LP | 133,959 | $8.78M | 0.17% | +29,574+28.3% | Added |
| Cercano Management LLC | 133,289 | $8.74M | 0.36% | +133,289 | New |
| ProShare Advisors LLC | 129,673 | $8.50M | 0.03% | +8,012+6.6% | Added |
| State of Michigan Retirement System | 128,409 | $8.42M | 0.06% | +3,000+2.4% | Added |
| Allianz Asset Management GmbH | 127,972 | $8.39M | 0.02% | −325,235−71.8% | Reduced |
| American International Group, Inc. | 127,914 | $8.38M | 0.06% | +1,709+1.4% | Added |
| GSI Capital Advisors LLC | 127,095 | $8.33M | 5.04% | +9,245+7.8% | Added |
| Arizona State Retirement System | 126,255 | $8.28M | 0.08% | +2,855+2.3% | Added |
| MetLife Investment Management | 123,411 | $8.09M | 0.06% | +410+0.3% | Added |
| Amalgamated Bank | 123,382 | $8.09M | 0.07% | +5,200+4.4% | Added |
| Stifel Financial Corp | 121,921 | $7.99M | 0.01% | −3,078−2.5% | Reduced |
| AQR Capital Management LLC | 119,332 | $7.82M | 0.02% | −2,487−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 116,895 | $7.66M | 0.02% | +4,332+3.8% | Added |
| Public Sector Pension Investment Board | 115,253 | $7.55M | 0.06% | +15,404+15.4% | Added |
| Rockefeller Capital Management L.P. | 112,546 | $7.38M | 0.04% | +35,511+46.1% | Added |
| Advisor Group Holdings, Inc. | 108,350 | $7.11M | 0.01% | +3,658+3.5% | Added |
| Tredje AP-fonden | 107,435 | $7.04M | 0.12% | −247,400−69.7% | Reduced |
| Manning & Napier Group, LLC | 107,275 | $7.03M | 0.09% | −19,219−15.2% | Reduced |
| Vert Asset Management LLC | 105,427 | $6.91M | 6.15% | +4,765+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 105,230 | $6.90M | 0.02% | +12,997+14.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 103,866 | $6.81M | 0.14% | +9,530+10.1% | Added |
| Candriam Luxembourg S.C.A. | 100,800 | $6.61M | 0.04% | +61,070+153.7% | Added |
| DnB Asset Management AS | 100,715 | $6.60M | 0.05% | +6,585+7.0% | Added |
| Nissay Asset Management Corp | 99,465 | $6.52M | 0.06% | +2,975+3.1% | Added |
| Teacher Retirement System of Texas | 99,093 | $6.50M | 0.05% | +34,288+52.9% | Added |
| Natixis Advisors, L.P. | 98,912 | $6.48M | 0.02% | −18,380−15.7% | Reduced |
| USS Investment Management Ltd | 94,812 | $6.21M | 0.09% | +1,876+2.0% | Added |
| Yousif Capital Management, LLC | 93,011 | $6.10M | 0.08% | −4,260−4.4% | Reduced |
| Mutual of America Capital Management LLC | 92,859 | $6.09M | 0.08% | +2,696+3.0% | Added |
| Trust Co of Toledo NA | 92,346 | $6.05M | 1.14% | −424−0.5% | Reduced |
| Venture Visionary Partners LLC | 92,130 | $6.04M | 0.44% | −4,094−4.3% | Reduced |
| Comerica Bank | 82,600 | $5.92M | 0.05% | −7,873−8.7% | Reduced |
| New York Life Investment Management LLC | 87,048 | $5.71M | 0.07% | +1,153+1.3% | Added |
| Central Trust Co | 86,239 | $5.65M | 0.17% | −1,500−1.7% | Reduced |
| Utah Retirement Systems | 83,903 | $5.50M | 0.09% | +800+1.0% | Added |
| First Trust Advisors LP | 83,739 | $5.49M | 0.01% | −28,177−25.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 82,801 | $5.43M | 0.04% | −710−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 82,528 | $5.42M | 0.09% | −209−0.3% | Reduced |
| Truist Financial Corp | 82,492 | $5.41M | 0.01% | −1,564−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 82,141 | $5.38M | 0.09% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 80,000 | $5.24M | 0.01% | −223,311−73.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,872 | $5.24M | 0.04% | +12,095+17.8% | Added |
| Public Employees Retirement Association of Colorado | 79,494 | $5.21M | 0.03% | +178+0.2% | Added |
| IFM Investors Pty Ltd | 76,704 | $5.03M | 0.08% | +378+0.5% | Added |
| KBC Group NV | 75,635 | $4.96M | 0.02% | +5,365+7.6% | Added |
| TCW Group Inc | 75,224 | $4.93M | 0.07% | −7,148−8.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,034 | $4.92M | 0.01% | −898,147−92.3% | Reduced |
| Windle Wealth, LLC | 72,788 | $4.77M | 3.72% | +72,788 | New |
| Captrust Financial Advisors | 71,485 | $4.69M | 0.02% | +824+1.2% | Added |
| State of Tennessee, Treasury Department | 70,304 | $4.61M | 0.02% | −3,646−4.9% | Reduced |