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 |
|---|---|---|---|---|---|
| Central Trust Co | 85,364 | $6.12M | 0.18% | −875−1.0% | Reduced |
| New York Life Investment Management LLC | 85,681 | $6.14M | 0.07% | −1,367−1.6% | Reduced |
| Yousif Capital Management, LLC | 89,171 | $6.39M | 0.08% | −3,840−4.1% | Reduced |
| Swiss Life Asset Management Ltd | 89,613 | $6.43M | 0.10% | +7,085+8.6% | Added |
| Trust Co of Toledo NA | 91,614 | $6.57M | 1.17% | −732−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 91,845 | $6.58M | 0.05% | +9,044+10.9% | Added |
| Venture Visionary Partners LLC | 91,947 | $6.59M | 0.42% | −183−0.2% | Reduced |
| Mutual of America Capital Management LLC | 92,761 | $6.65M | 0.08% | −98−0.1% | Reduced |
| Intech Investment Management LLC | 95,672 | $6.86M | 0.06% | −42,057−30.5% | Reduced |
| Texas Permanent School Fund | 98,512 | $7.06M | 0.07% | +31,376+46.7% | Added |
| Nissay Asset Management Corp | 100,366 | $7.20M | 0.06% | +901+0.9% | Added |
| DnB Asset Management AS | 101,893 | $7.30M | 0.05% | +1,178+1.2% | Added |
| ProShare Advisors LLC | 102,885 | $7.38M | 0.02% | −26,788−20.7% | Reduced |
| First Republic Investment Management, Inc. | 102,889 | $7.38M | 0.02% | +39,220+61.6% | Added |
| AQR Capital Management LLC | 105,248 | $7.49M | 0.02% | −14,084−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 105,210 | $7.56M | 0.01% | −3,140−2.9% | Reduced |
| USS Investment Management Ltd | 105,671 | $7.57M | 0.10% | +10,859+11.5% | Added |
| Manning & Napier Group, LLC | 106,376 | $7.63M | 0.09% | −899−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,891 | $7.88M | 0.14% | +6,025+5.8% | Added |
| Tredje AP-fonden | 111,837 | $8.02M | 0.12% | +4,402+4.1% | Added |
| Rockefeller Capital Management L.P. | 113,485 | $8.13M | 0.03% | +939+0.8% | Added |
| Commonwealth Equity Services, LLC | 113,898 | $8.16M | 0.02% | −2,997−2.6% | Reduced |
| Public Sector Pension Investment Board | 116,480 | $8.35M | 0.06% | +1,227+1.1% | Added |
| MetLife Investment Management | 121,950 | $8.74M | 0.06% | −1,461−1.2% | Reduced |
| Amalgamated Bank | 122,449 | $8.78M | 0.07% | −933−0.8% | Reduced |
| Stifel Financial Corp | 124,542 | $8.93M | 0.01% | +2,621+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,380 | $9.13M | 0.02% | +22,150+21.0% | Added |
| American International Group, Inc. | 128,269 | $9.20M | 0.06% | +355+0.3% | Added |
| Calamos Advisors LLC | 128,984 | $9.25M | 0.05% | −16,126−11.1% | Reduced |
| Arizona State Retirement System | 129,018 | $9.25M | 0.08% | +2,763+2.2% | Added |
| Virginia Retirement Systems Et Al | 129,660 | $9.30M | 0.10% | −250,073−65.9% | Reduced |
| State of Michigan Retirement System | 129,709 | $9.30M | 0.06% | +1,300+1.0% | Added |
| Natixis Advisors, L.P. | 129,815 | $9.31M | 0.03% | +30,903+31.2% | Added |
| Cerity Partners LLC | 129,845 | $9.31M | 0.04% | −64,815−33.3% | Reduced |
| Keybank National Association | 131,080 | $9.40M | 0.04% | −4,409−3.3% | Reduced |
| Allianz Asset Management GmbH | 131,153 | $9.40M | 0.02% | +3,181+2.5% | Added |
| GSI Capital Advisors LLC | 132,703 | $9.51M | 5.87% | +5,608+4.4% | Added |
| Cercano Management LLC | 133,289 | $9.56M | 0.38% | 00.0% | Unchanged |
| Ranger Global Real Estate Advisors, LLC | 137,272 | $9.84M | 1.29% | −98,067−41.7% | Reduced |
| HGI Capital Management, LLC | 139,491 | $10.0M | 6.61% | −51,470−27.0% | Reduced |
| Makena Capital Management LLC | 140,519 | $10.1M | 1.91% | −12,060−7.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 146,867 | $10.5M | 0.55% | +763+0.5% | Added |
| LPL Financial LLC | 150,749 | $10.8M | 0.01% | −12,573−7.7% | Reduced |
| Storebrand Asset Management AS | 154,173 | $11.1M | 0.06% | −13,838−8.2% | Reduced |
| Forsta Ap-Fonden | 154,400 | $11.1M | 0.13% | −44,200−22.3% | Reduced |
| Handelsbanken Fonder AB | 162,034 | $11.6M | 0.07% | +16,802+11.6% | Added |
| Guggenheim Capital LLC | 164,131 | $11.8M | 0.10% | −10,346−5.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 165,317 | $11.9M | 0.60% | −42,564−20.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 167,392 | $12.0M | 0.02% | +3,966+2.4% | Added |
| AMF Pensionsforsakring AB | 169,582 | $12.2M | 0.12% | 00.0% | Unchanged |
| Vert Asset Management LLC | 170,771 | $12.2M | 7.21% | +65,344+62.0% | Added |
| Thrivent Financial for Lutherans | 171,857 | $12.3M | 0.03% | +10,811+6.7% | Added |
| CIBC World Markets Corp | 177,497 | $12.7M | 0.21% | −30,369−14.6% | Reduced |
| Van Eck Associates Corp | 177,933 | $12.8M | 0.03% | +520.0% | Added |
| Davis Selected Advisers | 181,550 | $13.0M | 0.09% | +28,570+18.7% | Added |
| Royal London Asset Management Ltd | 183,070 | $13.1M | 0.05% | −5,491−2.9% | Reduced |
| Teacher Retirement System of Texas | 200,839 | $14.4M | 0.10% | +101,746+102.7% | Added |
| TD Asset Management Inc | 222,409 | $15.9M | 0.02% | +4,153+1.9% | Added |
| The PNC Financial Services Group, Inc. | 230,915 | $16.6M | 0.01% | −11,494−4.7% | Reduced |
| Employees Retirement System of Texas | 235,000 | $16.8M | 0.25% | −28,000−10.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 237,581 | $17.0M | 0.16% | −202,347−46.0% | Reduced |
| Victory Capital Management Inc | 247,056 | $17.7M | 0.02% | −15,070−5.7% | Reduced |
| Treasurer of the State of North Carolina | 251,646 | $18.0M | 0.10% | +8,490+3.5% | Added |
| Swedbank AB | 251,731 | $18.0M | 0.04% | −4,784−1.9% | Reduced |
| Susquehanna International Group, LLP | 260,450 | $18.7M | 0.03% | +79,129+43.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 267,316 | $19.2M | 0.09% | −8,395−3.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 276,218 | $19.8M | 0.08% | +1,993+0.7% | Added |
| Toronto Dominion Bank | 281,302 | $20.2M | 0.03% | −16,031−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 284,407 | $20.4M | 0.16% | +22,003+8.4% | Added |
| Presima Inc. | 286,897 | $20.6M | 5.83% | +7,047+2.5% | Added |
| Raymond James & Associates | 298,735 | $21.4M | 0.02% | −2,113−0.7% | Reduced |
| Chilton Capital Management LLC | 302,415 | $21.7M | 1.25% | −5,017−1.6% | Reduced |
| GEM Realty Capital | 311,052 | $22.3M | 4.27% | −8,783−2.7% | Reduced |
| APG Asset Management US Inc. | 311,093 | $22.3M | 0.18% | +311,093 | New |
| Bowen Hanes & Co Inc | 350,943 | $25.2M | 0.86% | +24,800+7.6% | Added |
| DekaBank Deutsche Girozentrale | 358,406 | $25.3M | 0.06% | +10,511+3.0% | Added |
| State of Alaska, Department of Revenue | 355,911 | $25.5M | 0.30% | +5,320+1.5% | Added |
| Bank of Montreal | 360,658 | $26.7M | 0.02% | −42,602−10.6% | Reduced |
| Manufacturers Life Insurance Company, The | 374,504 | $26.8M | 0.02% | +4,677+1.3% | Added |
| Envestnet Asset Management Inc | 374,640 | $26.9M | 0.01% | +12,330+3.4% | Added |
| Westpac Banking Corp | 374,914 | $26.9M | 0.36% | +164,900+78.5% | Added |
| Franklin Resources Inc | 378,304 | $27.1M | 0.01% | +40,092+11.9% | Added |
| B&I Capital AG | 385,100 | $27.6M | 9.15% | +70,910+22.6% | Added |
| Cambiar Investors LLC | 388,785 | $27.9M | 1.20% | −17,889−4.4% | Reduced |
| UBS Group AG | 411,803 | $29.5M | 0.01% | −296,519−41.9% | Reduced |
| Korea Investment CORP | 426,449 | $30.6M | 0.09% | +62,506+17.2% | Added |
| Retirement Systems of Alabama | 427,268 | $30.6M | 0.13% | −6,892−1.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 428,609 | $30.7M | 2.17% | −3,026−0.7% | Reduced |
| Barclays PLC | 429,126 | $30.8M | 0.03% | −510,680−54.3% | Reduced |
| New York State Teachers Retirement System | 466,350 | $33.4M | 0.08% | +2,314+0.5% | Added |
| AXA S.A. | 476,270 | $34.1M | 0.12% | +34,459+7.8% | Added |
| State of Wisconsin Investment Board | 477,756 | $34.3M | 0.10% | +137,094+40.2% | Added |
| Bamco Inc | 491,537 | $35.2M | 0.11% | +454,453+1,225.5% | Added |
| BNP Paribas Arbitrage, SA | 498,221 | $35.7M | 0.08% | −15,040−2.9% | Reduced |
| Millennium Management LLC | 507,077 | $36.4M | 0.04% | +271,096+114.9% | Added |
| New York State Common Retirement Fund | 518,183 | $37.1M | 0.05% | −15,898−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 528,688 | $37.9M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 535,271 | $38.4M | 0.03% | +158,196+42.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 549,006 | $39.4M | 0.14% | −60,185−9.9% | Reduced |
| CORDA Investment Management, LLC. | 584,777 | $41.9M | 3.35% | −8,970−1.5% | Reduced |