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, Q1 2023
Institutional positions in Welltower Inc. as of Mar 31, 2023. 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
- 776
- −3 vs. Q4 2022
- Shares held
- 481.9M
- +11.8M (+2.5%) vs. Q4 2022
- Total value
- $34.5B
- +$3.64B (+11.8%) vs. Q4 2022
- New holders
- 68
- 283 more added
- Sold out
- 71
- 263 more reduced
20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 77,257,791 | $5.54B | 0.14% | +1,566,906+2.1% | Added |
| BlackRock Inc. | 50,479,230 | $3.62B | 0.11% | +604,570+1.2% | Added |
| Cohen & Steers, Inc. | 44,309,120 | $3.18B | 6.86% | −3,215,872−6.8% | Reduced |
| State Street Corp | 30,809,919 | $2.21B | 0.12% | −278,038−0.9% | Reduced |
| Wellington Management Group LLP | 23,439,628 | $1.68B | 0.33% | −631,827−2.6% | Reduced |
| Norges Bank | 17,617,550 | $1.26B | 0.28% | +762,777+4.5% | Added |
| FMR LLC | 16,377,726 | $1.17B | 0.11% | +567,977+3.6% | Added |
| Capital International Investors | 14,575,066 | $1.04B | 0.27% | +11,102,865+319.8% | Added |
| Geode Capital Management, LLC | 10,792,006 | $772.1M | 0.10% | +237,800+2.3% | Added |
| Principal Financial Group Inc | 10,361,169 | $742.8M | 0.53% | +129,026+1.3% | Added |
| Daiwa Securities Group Inc. | 9,869,551 | $707.5M | 4.92% | −340,321−3.3% | Reduced |
| Dimensional Fund Advisors LP | 6,787,463 | $486.6M | 0.16% | +455,626+7.2% | Added |
| Invesco Ltd. | 6,608,664 | $473.8M | 0.13% | +2,043,465+44.8% | Added |
| Northern Trust Corp | 6,551,571 | $469.7M | 0.09% | −26,696−0.4% | Reduced |
| Morgan Stanley | 6,355,303 | $455.6M | 0.05% | −112,592−1.7% | Reduced |
| Legal & General Group Plc | 6,236,482 | $447.1M | 0.16% | +385,267+6.6% | Added |
| Price T Rowe Associates Inc | 6,088,437 | $436.5M | 0.07% | +578,863+10.5% | Added |
| JPMorgan Chase & Co | 5,023,673 | $360.1M | 0.05% | +106,981+2.2% | Added |
| Deutsche Bank AG | 4,927,021 | $353.2M | 0.20% | +3,991,041+426.4% | Added |
| Charles Schwab Investment Management Inc | 4,858,202 | $348.3M | 0.11% | +66,600+1.4% | Added |
| Centersquare Investment Management LLC | 4,843,841 | $347.3M | 4.15% | +96,674+2.0% | Added |
| Resolution Capital Ltd | 4,709,186 | $337.6M | 5.73% | −626,453−11.7% | Reduced |
| UBS Asset Management Americas Inc | 4,534,026 | $325.0M | 0.16% | +52,462+1.2% | Added |
| Nuveen Asset Management, LLC | 4,069,391 | $291.7M | 0.11% | −140,386−3.3% | Reduced |
| Bank of New York Mellon Corp | 4,063,607 | $291.3M | 0.06% | −130,535−3.1% | Reduced |
| Russell Investments Group, Ltd. | 3,339,433 | $239.1M | 0.47% | +1,177,163+54.4% | Added |
| Prudential Financial Inc | 3,124,125 | $224.0M | 0.35% | −392,902−11.2% | Reduced |
| Bank of America Corp | 3,112,672 | $223.1M | 0.03% | +442,287+16.6% | Added |
| Boston Partners | 2,882,811 | $206.7M | 0.28% | −363,577−11.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,738,205 | $196.3M | 0.15% | −261,354−8.7% | Reduced |
| PGGM Investments | 2,685,510 | $192.5M | 3.24% | −38,074−1.4% | Reduced |
| Amundi | 2,579,715 | $182.8M | 0.10% | −165,194−6.0% | Reduced |
| Duff & Phelps Investment Management Co | 2,365,012 | $169.5M | 2.06% | −62,325−2.6% | Reduced |
| Ameriprise Financial Inc | 2,307,016 | $163.7M | 0.05% | −260,975−10.2% | Reduced |
| Voya Investment Management LLC | 1,934,777 | $138.7M | 0.15% | +1,093,782+130.1% | Added |
| Goldman Sachs Group Inc | 1,882,367 | $134.9M | 0.04% | +96,306+5.4% | Added |
| Swiss National Bank | 1,875,200 | $134.4M | 0.09% | −8,100−0.4% | Reduced |
| SEI Investments Co | 1,853,106 | $132.8M | 0.25% | −75,745−3.9% | Reduced |
| Janus Henderson Group PLC | 1,779,085 | $127.5M | 0.08% | +61,887+3.6% | Added |
| Heitman Real Estate Securities LLC | 1,617,742 | $116.0M | 5.83% | +18,741+1.2% | Added |
| Macquarie Group Ltd | 1,667,230 | $112.6M | 0.13% | +2,576+0.2% | Added |
| Canada Pension Plan Investment Board | 1,360,806 | $97.6M | 0.15% | −22,324−1.6% | Reduced |
| Lasalle Investment Management Securities LLC | 1,202,324 | $86.2M | 3.42% | −213,044−15.1% | Reduced |
| Pictet Asset Management SA | 1,193,828 | $85.6M | 0.11% | −166,963−12.3% | Reduced |
| Credit Suisse AG | 1,192,074 | $85.5M | 0.09% | +16,589+1.4% | Added |
| Adelante Capital Management LLC | 1,191,961 | $85.5M | 7.47% | −55,298−4.4% | Reduced |
| HSBC Holdings PLC | 1,172,194 | $84.0M | 0.11% | −285,601−19.6% | Reduced |
| Alliancebernstein L.P. | 1,150,878 | $82.5M | 0.04% | −57,979−4.8% | Reduced |
| Wells Fargo & Company | 1,121,350 | $80.4M | 0.02% | −93,920−7.7% | Reduced |
| Neuberger Berman Group LLC | 1,085,914 | $77.8M | 0.07% | −103,602−8.7% | Reduced |
| Schroder Investment Management Group | 1,044,463 | $74.9M | 0.11% | +149,978+16.8% | Added |
| Aew Capital Management L P | 987,729 | $70.8M | 2.65% | −16,270−1.6% | Reduced |
| Standard Life Aberdeen plc | 970,565 | $69.6M | 0.17% | +124,790+14.8% | Added |
| Rhumbline Advisers | 940,301 | $67.4M | 0.08% | +15,523+1.7% | Added |
| Asset Management One Co.,Ltd. | 932,930 | $66.9M | 0.30% | +820+0.1% | Added |
| California Public Employees Retirement System | 911,267 | $65.3M | 0.06% | −132,537−12.7% | Reduced |
| Royal Bank of Canada | 875,438 | $62.8M | 0.02% | −108,964−11.1% | Reduced |
| FIL Ltd | 870,703 | $62.4M | 0.07% | −79,808−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 867,531 | $62.2M | 0.26% | +61,264+7.6% | Added |
| National Pension Service | 856,779 | $60.8M | 0.11% | +32,420+3.9% | Added |
| Epoch Investment Partners, Inc. | 797,962 | $57.2M | 0.34% | −10,729−1.3% | Reduced |
| California State Teachers Retirement System | 780,991 | $56.0M | 0.08% | +3,026+0.4% | Added |
| Zimmer Partners, LP | 775,000 | $55.6M | 1.14% | −3,056,712−79.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 738,785 | $53.0M | 0.13% | +174,314+30.9% | Added |
| Great West Life Assurance Co | 728,478 | $52.3M | 0.13% | +51,742+7.6% | Added |
| Waterfront Capital Partners, LLC | 704,267 | $50.5M | 3.82% | −260,732−27.0% | Reduced |
| Cbre Clarion Securities LLC | 683,130 | $49.0M | 0.86% | +56,250+9.0% | Added |
| Adage Capital Partners GP, L.L.C. | 673,106 | $48.3M | 0.11% | +192,500+40.1% | Added |
| Border to Coast Pensions Partnership Ltd | 671,589 | $48.1M | 1.29% | +75,000+12.6% | Added |
| Aviva PLC | 655,059 | $47.0M | 0.21% | −1,867−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631,673 | $45.3M | 0.11% | +53,410+9.2% | Added |
| STRS Ohio | 626,486 | $44.9M | 0.19% | −643,155−50.7% | Reduced |
| State of New Jersey Common Pension Fund D | 622,360 | $44.6M | 0.16% | +37,555+6.4% | Added |
| Nomura Asset Management Co Ltd | 614,874 | $44.1M | 0.23% | +19,402+3.3% | Added |
| Citigroup Inc | 595,555 | $42.7M | 0.06% | +121,350+25.6% | Added |
| CORDA Investment Management, LLC. | 584,777 | $41.9M | 3.35% | −8,970−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 549,006 | $39.4M | 0.14% | −60,185−9.9% | Reduced |
| American Century Companies Inc | 535,271 | $38.4M | 0.03% | +158,196+42.0% | Added |
| State Board of Administration of Florida Retirement System | 528,688 | $37.9M | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 518,183 | $37.1M | 0.05% | −15,898−3.0% | Reduced |
| Millennium Management LLC | 507,077 | $36.4M | 0.04% | +271,096+114.9% | Added |
| BNP Paribas Arbitrage, SA | 498,221 | $35.7M | 0.08% | −15,040−2.9% | Reduced |
| Bamco Inc | 491,537 | $35.2M | 0.11% | +454,453+1,225.5% | Added |
| State of Wisconsin Investment Board | 477,756 | $34.3M | 0.10% | +137,094+40.2% | Added |
| AXA S.A. | 476,270 | $34.1M | 0.12% | +34,459+7.8% | Added |
| New York State Teachers Retirement System | 466,350 | $33.4M | 0.08% | +2,314+0.5% | Added |
| Barclays PLC | 429,126 | $30.8M | 0.03% | −510,680−54.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 428,609 | $30.7M | 2.17% | −3,026−0.7% | Reduced |
| Retirement Systems of Alabama | 427,268 | $30.6M | 0.13% | −6,892−1.6% | Reduced |
| Korea Investment CORP | 426,449 | $30.6M | 0.09% | +62,506+17.2% | Added |
| UBS Group AG | 411,803 | $29.5M | 0.01% | −296,519−41.9% | Reduced |
| Cambiar Investors LLC | 388,785 | $27.9M | 1.20% | −17,889−4.4% | Reduced |
| B&I Capital AG | 385,100 | $27.6M | 9.15% | +70,910+22.6% | Added |
| Franklin Resources Inc | 378,304 | $27.1M | 0.01% | +40,092+11.9% | Added |
| Westpac Banking Corp | 374,914 | $26.9M | 0.36% | +164,900+78.5% | Added |
| Envestnet Asset Management Inc | 374,640 | $26.9M | 0.01% | +12,330+3.4% | Added |
| Manufacturers Life Insurance Company, The | 374,504 | $26.8M | 0.02% | +4,677+1.3% | Added |
| Bank of Montreal | 360,658 | $26.7M | 0.02% | −42,602−10.6% | Reduced |
| State of Alaska, Department of Revenue | 355,911 | $25.5M | 0.30% | +5,320+1.5% | Added |
| DekaBank Deutsche Girozentrale | 358,406 | $25.3M | 0.06% | +10,511+3.0% | Added |