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 |
|---|---|---|---|---|---|
| Citigroup Inc | 595,555 | $42.7M | 0.06% | +121,350+25.6% | Added |
| Nomura Asset Management Co Ltd | 614,874 | $44.1M | 0.23% | +19,402+3.3% | Added |
| State of New Jersey Common Pension Fund D | 622,360 | $44.6M | 0.16% | +37,555+6.4% | Added |
| STRS Ohio | 626,486 | $44.9M | 0.19% | −643,155−50.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631,673 | $45.3M | 0.11% | +53,410+9.2% | Added |
| Aviva PLC | 655,059 | $47.0M | 0.21% | −1,867−0.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 671,589 | $48.1M | 1.29% | +75,000+12.6% | Added |
| Adage Capital Partners GP, L.L.C. | 673,106 | $48.3M | 0.11% | +192,500+40.1% | Added |
| Cbre Clarion Securities LLC | 683,130 | $49.0M | 0.86% | +56,250+9.0% | Added |
| Waterfront Capital Partners, LLC | 704,267 | $50.5M | 3.82% | −260,732−27.0% | Reduced |
| Great West Life Assurance Co | 728,478 | $52.3M | 0.13% | +51,742+7.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 738,785 | $53.0M | 0.13% | +174,314+30.9% | Added |
| Zimmer Partners, LP | 775,000 | $55.6M | 1.14% | −3,056,712−79.8% | Reduced |
| California State Teachers Retirement System | 780,991 | $56.0M | 0.08% | +3,026+0.4% | Added |
| Epoch Investment Partners, Inc. | 797,962 | $57.2M | 0.34% | −10,729−1.3% | Reduced |
| National Pension Service | 856,779 | $60.8M | 0.11% | +32,420+3.9% | Added |
| Public Employees Retirement System of Ohio | 867,531 | $62.2M | 0.26% | +61,264+7.6% | Added |
| FIL Ltd | 870,703 | $62.4M | 0.07% | −79,808−8.4% | Reduced |
| Royal Bank of Canada | 875,438 | $62.8M | 0.02% | −108,964−11.1% | Reduced |
| California Public Employees Retirement System | 911,267 | $65.3M | 0.06% | −132,537−12.7% | Reduced |
| Asset Management One Co.,Ltd. | 932,930 | $66.9M | 0.30% | +820+0.1% | Added |
| Rhumbline Advisers | 940,301 | $67.4M | 0.08% | +15,523+1.7% | Added |
| Standard Life Aberdeen plc | 970,565 | $69.6M | 0.17% | +124,790+14.8% | Added |
| Aew Capital Management L P | 987,729 | $70.8M | 2.65% | −16,270−1.6% | Reduced |
| Schroder Investment Management Group | 1,044,463 | $74.9M | 0.11% | +149,978+16.8% | Added |
| Neuberger Berman Group LLC | 1,085,914 | $77.8M | 0.07% | −103,602−8.7% | Reduced |
| Wells Fargo & Company | 1,121,350 | $80.4M | 0.02% | −93,920−7.7% | Reduced |
| Alliancebernstein L.P. | 1,150,878 | $82.5M | 0.04% | −57,979−4.8% | Reduced |
| HSBC Holdings PLC | 1,172,194 | $84.0M | 0.11% | −285,601−19.6% | Reduced |
| Adelante Capital Management LLC | 1,191,961 | $85.5M | 7.47% | −55,298−4.4% | Reduced |
| Credit Suisse AG | 1,192,074 | $85.5M | 0.09% | +16,589+1.4% | Added |
| Pictet Asset Management SA | 1,193,828 | $85.6M | 0.11% | −166,963−12.3% | Reduced |
| Lasalle Investment Management Securities LLC | 1,202,324 | $86.2M | 3.42% | −213,044−15.1% | Reduced |
| Canada Pension Plan Investment Board | 1,360,806 | $97.6M | 0.15% | −22,324−1.6% | Reduced |
| Macquarie Group Ltd | 1,667,230 | $112.6M | 0.13% | +2,576+0.2% | Added |
| Heitman Real Estate Securities LLC | 1,617,742 | $116.0M | 5.83% | +18,741+1.2% | Added |
| Janus Henderson Group PLC | 1,779,085 | $127.5M | 0.08% | +61,887+3.6% | Added |
| SEI Investments Co | 1,853,106 | $132.8M | 0.25% | −75,745−3.9% | Reduced |
| Swiss National Bank | 1,875,200 | $134.4M | 0.09% | −8,100−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,882,367 | $134.9M | 0.04% | +96,306+5.4% | Added |
| Voya Investment Management LLC | 1,934,777 | $138.7M | 0.15% | +1,093,782+130.1% | Added |
| Ameriprise Financial Inc | 2,307,016 | $163.7M | 0.05% | −260,975−10.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,365,012 | $169.5M | 2.06% | −62,325−2.6% | Reduced |
| Amundi | 2,579,715 | $182.8M | 0.10% | −165,194−6.0% | Reduced |
| PGGM Investments | 2,685,510 | $192.5M | 3.24% | −38,074−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,738,205 | $196.3M | 0.15% | −261,354−8.7% | Reduced |
| Boston Partners | 2,882,811 | $206.7M | 0.28% | −363,577−11.2% | Reduced |
| Bank of America Corp | 3,112,672 | $223.1M | 0.03% | +442,287+16.6% | Added |
| Prudential Financial Inc | 3,124,125 | $224.0M | 0.35% | −392,902−11.2% | Reduced |
| Russell Investments Group, Ltd. | 3,339,433 | $239.1M | 0.47% | +1,177,163+54.4% | Added |
| Bank of New York Mellon Corp | 4,063,607 | $291.3M | 0.06% | −130,535−3.1% | Reduced |
| Nuveen Asset Management, LLC | 4,069,391 | $291.7M | 0.11% | −140,386−3.3% | Reduced |
| UBS Asset Management Americas Inc | 4,534,026 | $325.0M | 0.16% | +52,462+1.2% | Added |
| Resolution Capital Ltd | 4,709,186 | $337.6M | 5.73% | −626,453−11.7% | Reduced |
| Centersquare Investment Management LLC | 4,843,841 | $347.3M | 4.15% | +96,674+2.0% | Added |
| Charles Schwab Investment Management Inc | 4,858,202 | $348.3M | 0.11% | +66,600+1.4% | Added |
| Deutsche Bank AG | 4,927,021 | $353.2M | 0.20% | +3,991,041+426.4% | Added |
| JPMorgan Chase & Co | 5,023,673 | $360.1M | 0.05% | +106,981+2.2% | Added |
| Price T Rowe Associates Inc | 6,088,437 | $436.5M | 0.07% | +578,863+10.5% | Added |
| Legal & General Group Plc | 6,236,482 | $447.1M | 0.16% | +385,267+6.6% | Added |
| Morgan Stanley | 6,355,303 | $455.6M | 0.05% | −112,592−1.7% | Reduced |
| Northern Trust Corp | 6,551,571 | $469.7M | 0.09% | −26,696−0.4% | Reduced |
| Invesco Ltd. | 6,608,664 | $473.8M | 0.13% | +2,043,465+44.8% | Added |
| Dimensional Fund Advisors LP | 6,787,463 | $486.6M | 0.16% | +455,626+7.2% | Added |
| Daiwa Securities Group Inc. | 9,869,551 | $707.5M | 4.92% | −340,321−3.3% | Reduced |
| Principal Financial Group Inc | 10,361,169 | $742.8M | 0.53% | +129,026+1.3% | Added |
| Geode Capital Management, LLC | 10,792,006 | $772.1M | 0.10% | +237,800+2.3% | Added |
| Capital International Investors | 14,575,066 | $1.04B | 0.27% | +11,102,865+319.8% | Added |
| FMR LLC | 16,377,726 | $1.17B | 0.11% | +567,977+3.6% | Added |
| Norges Bank | 17,617,550 | $1.26B | 0.28% | +762,777+4.5% | Added |
| Wellington Management Group LLP | 23,439,628 | $1.68B | 0.33% | −631,827−2.6% | Reduced |
| State Street Corp | 30,809,919 | $2.21B | 0.12% | −278,038−0.9% | Reduced |
| Cohen & Steers, Inc. | 44,309,120 | $3.18B | 6.86% | −3,215,872−6.8% | Reduced |
| BlackRock Inc. | 50,479,230 | $3.62B | 0.11% | +604,570+1.2% | Added |
| Vanguard Group Inc | 77,257,791 | $5.54B | 0.14% | +1,566,906+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −18−94.7% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,223,793−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −515,417−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −333,542−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −213,963−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −161,307−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −156,274−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −150,328−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −133,959−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −69,045−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −61,454−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −34,810−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −29,160−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,735−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,174−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,639−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,941−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,706−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −14,294−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,667−100.0% | Sold out |