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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,193 | $4.54M | 0.06% | −16,500−19.3% | Reduced |
| Marshall Wace, LLP | 69,045 | $4.53M | 0.01% | −230,935−77.0% | Reduced |
| ING Groep NV | 68,243 | $4.47M | 0.04% | +68,243 | New |
| Pinnacle Associates Ltd | 67,829 | $4.45M | 0.10% | −10,548−13.5% | Reduced |
| Texas Permanent School Fund | 67,136 | $4.40M | 0.07% | +1,572+2.4% | Added |
| Verition Fund Management LLC | 66,842 | $4.38M | 0.09% | +57,563+620.4% | Added |
| CIBC Asset Management Inc | 65,985 | $4.33M | 0.02% | +6,591+11.1% | Added |
| Mariner, LLC | 65,458 | $4.29M | 0.01% | +34,371+110.6% | Added |
| Carret Asset Management, LLC | 65,228 | $4.28M | 0.59% | −583−0.9% | Reduced |
| First Republic Investment Management, Inc. | 63,669 | $4.17M | 0.01% | +14,572+29.7% | Added |
| Advisors Management Group Inc | 61,792 | $4.05M | 1.53% | −270−0.4% | Reduced |
| Gateway Investment Advisers LLC | 61,454 | $4.03M | 0.05% | +210.0% | Added |
| Oppenheimer Asset Management Inc. | 61,192 | $4.01M | 0.06% | +6,112+11.1% | Added |
| Sarasin & Partners LLP | 60,775 | $3.98M | 0.05% | +3,050+5.3% | Added |
| Factory Mutual Insurance Co | 60,700 | $3.98M | 0.06% | −378,800−86.2% | Reduced |
| Azimuth Capital Investment Management LLC | 60,252 | $3.95M | 0.20% | −1,250−2.0% | Reduced |
| Endeavour Capital Advisors Inc | 59,572 | $3.90M | 1.05% | −32,164−35.1% | Reduced |
| M&T Bank Corp | 58,248 | $3.82M | 0.02% | −3,590−5.8% | Reduced |
| Xponance, Inc. | 58,248 | $3.82M | 0.06% | +10,913+23.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 58,012 | $3.80M | 0.09% | +15,000+34.9% | Added |
| South Dakota Investment Council | 57,289 | $3.75M | 0.08% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 55,753 | $3.65M | 2.54% | −2,000−3.5% | Reduced |
| Garland Capital Management Inc | 55,368 | $3.63M | 2.37% | +5,583+11.2% | Added |
| Czech National Bank | 55,309 | $3.63M | 0.10% | +1,466+2.7% | Added |
| Private Asset Management Inc | 53,329 | $3.50M | 0.59% | −1,971−3.6% | Reduced |
| Janney Montgomery Scott LLC | 52,255 | $3.42M | 0.01% | +53+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 52,029 | $3.41M | 0.01% | −18,381−26.1% | Reduced |
| Mackenzie Financial Corp | 51,635 | $3.38M | 0.01% | +4,885+10.4% | Added |
| HighTower Advisors, LLC | 50,934 | $3.35M | 0.01% | −12,333−19.5% | Reduced |
| Windward Capital Management Co | 49,599 | $3.25M | 0.35% | −170−0.3% | Reduced |
| Walleye Trading LLC | 49,245 | $3.23M | 0.08% | −16,760−25.4% | Reduced |
| Peapack Gladstone Financial Corp | 48,237 | $3.16M | 0.06% | −812−1.7% | Reduced |
| Callahan Advisors, LLC | 47,924 | $3.14M | 0.43% | +10,227+27.1% | Added |
| Norinchukin Bank, The | 46,542 | $3.05M | 0.07% | −2,852−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,262 | $3.03M | 0.02% | −42−0.1% | Reduced |
| APG Asset Management N.V. | 45,826 | $3.00M | 0.01% | +28,276+161.1% | Added |
| Cetera Advisor Networks LLC | 45,376 | $2.97M | 0.02% | +8,209+22.1% | Added |
| Gotham Asset Management, LLC | 45,334 | $2.97M | 0.08% | +39,630+694.8% | Added |
| Bank of Nova Scotia | 44,934 | $2.95M | 0.01% | −3,985−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 44,418 | $2.91M | 0.01% | −39,064−46.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 43,882 | $2.88M | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 43,065 | $2.82M | 0.02% | +15,555+56.5% | Added |
| Fifth Third Bancorp | 42,298 | $2.77M | 0.01% | +9,723+29.8% | Added |
| Metropolitan Life Insurance Co | 41,958 | $2.75M | 0.12% | −41−0.1% | Reduced |
| Tekla Capital Management LLC | 41,484 | $2.72M | 0.10% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 40,976 | $2.69M | 0.03% | −3,778−8.4% | Reduced |
| Advisors Asset Management, Inc. | 40,596 | $2.66M | 0.05% | +3,012+8.0% | Added |
| Creative Planning | 40,455 | $2.65M | 0.00% | +1,840+4.8% | Added |
| KMG Fiduciary Partners, LLC | 40,146 | $2.63M | 0.43% | −2,988−6.9% | Reduced |
| Hartford Investment Management Co | 39,968 | $2.62M | 0.08% | −9,909−19.9% | Reduced |
| Lincluden Management Ltd | 39,882 | $2.61M | 0.31% | 00.0% | Unchanged |
| US Bancorp | 39,614 | $2.60M | 0.00% | −4,766−10.7% | Reduced |
| Securian Asset Management, Inc | 38,845 | $2.55M | 0.07% | +1,144+3.0% | Added |
| Spinnaker Trust | 38,073 | $2.50M | 0.19% | +794+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,918 | $2.49M | 0.07% | +26,261+225.3% | Added |
| Northwestern Mutual Wealth Management Co | 37,486 | $2.46M | 0.00% | −462−1.2% | Reduced |
| Nicola Wealth Management Ltd. | 37,435 | $2.45M | 0.25% | +9,300+33.1% | Added |
| Maryland State Retirement & Pension System | 37,200 | $2.44M | 0.07% | +37,200 | New |
| Bamco Inc | 37,084 | $2.43M | 0.01% | +15,269+70.0% | Added |
| Vident Investment Advisory, LLC | 36,800 | $2.41M | 0.09% | +1,847+5.3% | Added |
| Kornitzer Capital Management Inc | 36,790 | $2.41M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,629 | $2.40M | 0.04% | −6,435−14.9% | Reduced |
| Oregon Public Employees Retirement Fund | 36,445 | $2.39M | 0.03% | −34,535−48.7% | Reduced |
| Kentucky Retirement Systems | 36,431 | $2.39M | 0.09% | +159+0.4% | Added |
| Nordea Investment Management AB | 35,984 | $2.36M | 0.00% | −772−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 35,871 | $2.35M | 0.08% | +1,775+5.2% | Added |
| Maven Securities LTD | 34,810 | $2.28M | 0.46% | +285+0.8% | Added |
| Boothbay Fund Management, LLC | 34,748 | $2.28M | 0.08% | +30,573+732.3% | Added |
| Andra AP-fonden | 34,500 | $2.26M | 0.07% | −14,500−29.6% | Reduced |
| National Asset Management, Inc. | 34,421 | $2.26M | 0.06% | −500−1.4% | Reduced |
| Lockheed Martin Investment Management Co | 34,153 | $2.24M | 0.15% | +3,700+12.1% | Added |
| Impax Asset Management Group plc | 34,060 | $2.23M | 0.01% | −267,152−88.7% | Reduced |
| Kinneret Advisory, LLC | 32,249 | $2.11M | 0.28% | +28,116+680.3% | Added |
| Prudential PLC | 31,785 | $2.08M | 0.03% | +8,949+39.2% | Added |
| Rainey & Randall Investment Management Inc. | 31,289 | $2.05M | 0.72% | −2,956−8.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,089 | $2.04M | 0.01% | +17,585+130.2% | Added |
| Louisiana State Employees Retirement System | 30,500 | $2.00M | 0.05% | +800+2.7% | Added |
| Vontobel Holding Ltd. | 30,679 | $1.99M | 0.02% | +18,507+152.0% | Added |
| United Capital Financial Advisers, LLC | 30,173 | $1.98M | 0.01% | −1,523−4.8% | Reduced |
| MML Investors Services, LLC | 29,599 | $1.94M | 0.01% | +3,458+13.2% | Added |
| Vestcor Inc | 29,287 | $1.92M | 0.07% | +9,279+46.4% | Added |
| Natixis | 29,160 | $1.91M | 0.01% | −43,066−59.6% | Reduced |
| Boston Family Office LLC | 28,803 | $1.89M | 0.16% | +1,210+4.4% | Added |
| Squarepoint Ops LLC | 28,735 | $1.88M | 0.01% | −37,255−56.5% | Reduced |
| DuPont Capital Management Corp | 28,661 | $1.88M | 0.09% | −2,028−6.6% | Reduced |
| JustInvest LLC | 28,598 | $1.87M | 0.08% | +3,396+13.5% | Added |
| Blair William & Co | 28,508 | $1.87M | 0.01% | +2,006+7.6% | Added |
| Romano Brothers and Company | 28,403 | $1.86M | 0.28% | −300−1.0% | Reduced |
| Fred Alger Management, LLC | 28,362 | $1.86M | 0.01% | +1,866+7.0% | Added |
| Mercer Global Advisors Inc | 27,717 | $1.82M | 0.01% | +3,278+13.4% | Added |
| Pearl River Capital, LLC | 27,461 | $1.80M | 0.31% | −2,779−9.2% | Reduced |
| Bayesian Capital Management, LP | 27,200 | $1.78M | 0.26% | +27,200 | New |
| Crossmark Global Holdings, Inc. | 27,000 | $1.77M | 0.04% | +1,179+4.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,760 | $1.75M | 0.26% | −4,558−14.6% | Reduced |
| Summit Place Financial Advisors, LLC | 26,225 | $1.72M | 1.42% | +1,600+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 25,980 | $1.70M | 0.03% | +1,568+6.4% | Added |
| Commerce Bank | 25,828 | $1.69M | 0.01% | −982−3.7% | Reduced |
| Pensionfund Sabic | 25,259 | $1.66M | 0.54% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 25,174 | $1.65M | 0.00% | −9,247−26.9% | Reduced |
| Commerzbank Aktiengesellschaft | 24,528 | $1.61M | 0.10% | +9,996+68.8% | Added |