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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 27,707 | $1.99M | 0.07% | +27,707 | New |
| Boston Family Office LLC | 27,734 | $1.99M | 0.16% | −1,069−3.7% | Reduced |
| MML Investors Services, LLC | 28,391 | $2.04M | 0.01% | −1,208−4.1% | Reduced |
| Blair William & Co | 28,672 | $2.06M | 0.01% | +164+0.6% | Added |
| Pacer Advisors, Inc. | 28,840 | $2.07M | 0.01% | +27,749+2,543.4% | Added |
| Tobam | 29,588 | $2.12M | 0.14% | +18,026+155.9% | Added |
| Fred Alger Management, LLC | 29,825 | $2.14M | 0.01% | +1,463+5.2% | Added |
| Mercer Global Advisors Inc | 29,871 | $2.14M | 0.01% | +2,154+7.8% | Added |
| Summit Place Financial Advisors, LLC | 30,260 | $2.17M | 1.54% | +4,035+15.4% | Added |
| Kinneret Advisory, LLC | 30,605 | $2.19M | 0.28% | −1,644−5.1% | Reduced |
| Louisiana State Employees Retirement System | 30,700 | $2.20M | 0.06% | +200+0.7% | Added |
| Capital International Inc | 31,563 | $2.26M | 0.05% | +31,563 | New |
| JustInvest LLC | 31,599 | $2.27M | 0.08% | +3,001+10.5% | Added |
| Rainey & Randall Investment Management Inc. | 31,677 | $2.27M | 0.73% | +388+1.2% | Added |
| Prudential PLC | 31,964 | $2.29M | 0.03% | +179+0.6% | Added |
| National Bank of Canada | 32,333 | $2.32M | 0.01% | +18,443+132.8% | Added |
| Vestcor Inc | 32,594 | $2.34M | 0.09% | +3,307+11.3% | Added |
| Bank of Nova Scotia | 32,742 | $2.35M | 0.01% | −12,192−27.1% | Reduced |
| Impax Asset Management Group plc | 34,047 | $2.44M | 0.01% | −130.0% | Reduced |
| Lockheed Martin Investment Management Co | 34,153 | $2.45M | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 34,460 | $2.47M | 0.10% | +11,554+50.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 35,061 | $2.51M | 0.04% | −1,568−4.3% | Reduced |
| Boothbay Fund Management, LLC | 35,373 | $2.54M | 0.07% | +625+1.8% | Added |
| KBC Group NV | 35,632 | $2.55M | 0.01% | −40,003−52.9% | Reduced |
| Metropolitan Life Insurance Co | 35,704 | $2.56M | 0.13% | −6,254−14.9% | Reduced |
| Nordea Investment Management AB | 36,204 | $2.58M | 0.00% | +220+0.6% | Added |
| Spinnaker Trust | 36,071 | $2.59M | 0.20% | −2,002−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 36,445 | $2.61M | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 36,790 | $2.64M | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 37,200 | $2.67M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 37,361 | $2.68M | 0.10% | +930+2.6% | Added |
| Elo Mutual Pension Insurance Co | 37,730 | $2.71M | 0.09% | +1,859+5.2% | Added |
| UBS Oconnor LLC | 38,372 | $2.75M | 0.07% | +38,372 | New |
| Gotham Asset Management, LLC | 38,727 | $2.78M | 0.07% | −6,607−14.6% | Reduced |
| Securian Asset Management, Inc | 39,046 | $2.80M | 0.07% | +201+0.5% | Added |
| US Bancorp | 39,399 | $2.82M | 0.00% | −215−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 39,640 | $2.84M | 0.41% | −506−1.3% | Reduced |
| Vident Investment Advisory, LLC | 40,115 | $2.88M | 0.09% | +3,315+9.0% | Added |
| National Asset Management, Inc. | 40,939 | $2.93M | 0.08% | +6,518+18.9% | Added |
| Tekla Capital Management LLC | 41,484 | $2.97M | 0.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 41,546 | $2.98M | 0.11% | −7,699−15.6% | Reduced |
| British Columbia Investment Management Corp | 42,078 | $3.02M | 0.03% | +1,102+2.7% | Added |
| Allspring Global Investments Holdings, LLC | 42,224 | $3.03M | 0.01% | −9,805−18.8% | Reduced |
| Fifth Third Bancorp | 42,415 | $3.04M | 0.01% | +117+0.3% | Added |
| Creative Planning | 42,726 | $3.06M | 0.00% | +2,271+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 43,882 | $3.15M | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 44,176 | $3.17M | 0.02% | +13,087+42.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,230 | $3.24M | 0.02% | −1,032−2.2% | Reduced |
| Hartford Investment Management Co | 45,557 | $3.27M | 0.11% | +5,589+14.0% | Added |
| Moran Wealth Management, LLC | 46,058 | $3.30M | 0.12% | +46,058 | New |
| Cetera Advisor Networks LLC | 46,856 | $3.36M | 0.02% | +1,480+3.3% | Added |
| Peapack Gladstone Financial Corp | 47,570 | $3.41M | 0.06% | −667−1.4% | Reduced |
| Nicola Wealth Management Ltd. | 47,735 | $3.42M | 0.34% | +10,300+27.5% | Added |
| Private Asset Management Inc | 47,967 | $3.44M | 0.57% | −5,362−10.1% | Reduced |
| Callahan Advisors, LLC | 48,380 | $3.47M | 0.45% | +456+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 48,826 | $3.50M | 0.01% | +4,408+9.9% | Added |
| Brown Advisory Inc | 49,284 | $3.53M | 0.01% | +36,744+293.0% | Added |
| Windward Capital Management Co | 49,625 | $3.56M | 0.33% | +26+0.1% | Added |
| Rafferty Asset Management, LLC | 49,664 | $3.56M | 0.02% | +6,599+15.3% | Added |
| Advisors Asset Management, Inc. | 50,084 | $3.59M | 0.07% | +9,488+23.4% | Added |
| Northwestern Mutual Wealth Management Co | 50,688 | $3.63M | 0.01% | +13,202+35.2% | Added |
| Verition Fund Management LLC | 51,192 | $3.67M | 0.06% | −15,650−23.4% | Reduced |
| Norinchukin Bank, The | 51,853 | $3.72M | 0.07% | +5,311+11.4% | Added |
| LGT Group Foundation | 51,894 | $3.72M | 0.11% | +44,425+594.8% | Added |
| Janney Montgomery Scott LLC | 52,163 | $3.74M | 0.02% | −92−0.2% | Reduced |
| HighTower Advisors, LLC | 52,769 | $3.79M | 0.01% | +1,835+3.6% | Added |
| Garland Capital Management Inc | 54,792 | $3.93M | 2.67% | −576−1.0% | Reduced |
| Mackenzie Financial Corp | 54,847 | $3.93M | 0.01% | +3,212+6.2% | Added |
| Czech National Bank | 55,666 | $3.99M | 0.10% | +357+0.6% | Added |
| Pensionfund DSM Netherlands | 55,753 | $4.00M | 2.70% | 00.0% | Unchanged |
| South Dakota Investment Council | 57,289 | $4.11M | 0.09% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 58,411 | $4.19M | 0.09% | +399+0.7% | Added |
| Xponance, Inc. | 59,542 | $4.27M | 0.06% | +1,294+2.2% | Added |
| Oppenheimer Asset Management Inc. | 60,192 | $4.32M | 0.07% | −1,000−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 60,192 | $4.32M | 0.21% | −60−0.1% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $4.35M | 0.07% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 60,775 | $4.36M | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 61,094 | $4.38M | 1.40% | −698−1.1% | Reduced |
| M&T Bank Corp | 61,444 | $4.40M | 0.02% | +3,196+5.5% | Added |
| Gulf International Bank (UK) Ltd | 62,344 | $4.47M | 0.09% | −19,797−24.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 62,838 | $4.50M | 1.02% | +43,615+226.9% | Added |
| Carret Asset Management, LLC | 63,253 | $4.54M | 0.63% | −1,975−3.0% | Reduced |
| Westwood Holdings Group Inc. | 64,000 | $4.59M | 0.04% | +64,000 | New |
| Pinnacle Associates Ltd | 64,088 | $4.59M | 0.09% | −3,741−5.5% | Reduced |
| Illinois Municipal Retirement Fund | 65,896 | $4.72M | 0.10% | +48,594+280.9% | Added |
| Allstate Corp | 66,165 | $4.74M | 0.35% | −122,102−64.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,993 | $4.80M | 0.06% | −2,200−3.2% | Reduced |
| CIBC Asset Management Inc | 68,675 | $4.92M | 0.02% | +2,690+4.1% | Added |
| Mariner, LLC | 70,669 | $5.06M | 0.01% | +5,211+8.0% | Added |
| Truist Financial Corp | 71,327 | $5.11M | 0.01% | −11,165−13.5% | Reduced |
| Captrust Financial Advisors | 71,475 | $5.12M | 0.02% | −100.0% | Reduced |
| Candriam Luxembourg S.C.A. | 78,504 | $5.18M | 0.04% | −22,296−22.1% | Reduced |
| State of Tennessee, Treasury Department | 72,689 | $5.21M | 0.02% | +2,385+3.4% | Added |
| TCW Group Inc | 75,085 | $5.38M | 0.07% | −139−0.2% | Reduced |
| Windle Wealth, LLC | 75,723 | $5.43M | 4.02% | +2,935+4.0% | Added |
| Public Employees Retirement Association of Colorado | 79,609 | $5.71M | 0.03% | +115+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,104 | $5.74M | 0.05% | +232+0.3% | Added |
| First Trust Advisors LP | 80,520 | $5.77M | 0.01% | −3,219−3.8% | Reduced |
| IFM Investors Pty Ltd | 82,437 | $5.91M | 0.09% | +5,733+7.5% | Added |
| Utah Retirement Systems | 84,103 | $6.03M | 0.09% | +200+0.2% | Added |