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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 350,943 | $25.2M | 0.86% | +24,800+7.6% | Added |
| APG Asset Management US Inc. | 311,093 | $22.3M | 0.18% | +311,093 | New |
| GEM Realty Capital | 311,052 | $22.3M | 4.27% | −8,783−2.7% | Reduced |
| Chilton Capital Management LLC | 302,415 | $21.7M | 1.25% | −5,017−1.6% | Reduced |
| Raymond James & Associates | 298,735 | $21.4M | 0.02% | −2,113−0.7% | Reduced |
| Presima Inc. | 286,897 | $20.6M | 5.83% | +7,047+2.5% | Added |
| Nisa Investment Advisors, LLC | 284,407 | $20.4M | 0.16% | +22,003+8.4% | Added |
| Toronto Dominion Bank | 281,302 | $20.2M | 0.03% | −16,031−5.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 276,218 | $19.8M | 0.08% | +1,993+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 267,316 | $19.2M | 0.09% | −8,395−3.0% | Reduced |
| Susquehanna International Group, LLP | 260,450 | $18.7M | 0.03% | +79,129+43.6% | Added |
| Swedbank AB | 251,731 | $18.0M | 0.04% | −4,784−1.9% | Reduced |
| Treasurer of the State of North Carolina | 251,646 | $18.0M | 0.10% | +8,490+3.5% | Added |
| Victory Capital Management Inc | 247,056 | $17.7M | 0.02% | −15,070−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 237,581 | $17.0M | 0.16% | −202,347−46.0% | Reduced |
| Employees Retirement System of Texas | 235,000 | $16.8M | 0.25% | −28,000−10.6% | Reduced |
| The PNC Financial Services Group, Inc. | 230,915 | $16.6M | 0.01% | −11,494−4.7% | Reduced |
| TD Asset Management Inc | 222,409 | $15.9M | 0.02% | +4,153+1.9% | Added |
| Teacher Retirement System of Texas | 200,839 | $14.4M | 0.10% | +101,746+102.7% | Added |
| Royal London Asset Management Ltd | 183,070 | $13.1M | 0.05% | −5,491−2.9% | Reduced |
| Davis Selected Advisers | 181,550 | $13.0M | 0.09% | +28,570+18.7% | Added |
| Van Eck Associates Corp | 177,933 | $12.8M | 0.03% | +520.0% | Added |
| CIBC World Markets Corp | 177,497 | $12.7M | 0.21% | −30,369−14.6% | Reduced |
| Thrivent Financial for Lutherans | 171,857 | $12.3M | 0.03% | +10,811+6.7% | Added |
| Vert Asset Management LLC | 170,771 | $12.2M | 7.21% | +65,344+62.0% | Added |
| AMF Pensionsforsakring AB | 169,582 | $12.2M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 167,392 | $12.0M | 0.02% | +3,966+2.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 165,317 | $11.9M | 0.60% | −42,564−20.5% | Reduced |
| Guggenheim Capital LLC | 164,131 | $11.8M | 0.10% | −10,346−5.9% | Reduced |
| Handelsbanken Fonder AB | 162,034 | $11.6M | 0.07% | +16,802+11.6% | Added |
| Forsta Ap-Fonden | 154,400 | $11.1M | 0.13% | −44,200−22.3% | Reduced |
| Storebrand Asset Management AS | 154,173 | $11.1M | 0.06% | −13,838−8.2% | Reduced |
| LPL Financial LLC | 150,749 | $10.8M | 0.01% | −12,573−7.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 146,867 | $10.5M | 0.55% | +763+0.5% | Added |
| Makena Capital Management LLC | 140,519 | $10.1M | 1.91% | −12,060−7.9% | Reduced |
| HGI Capital Management, LLC | 139,491 | $10.0M | 6.61% | −51,470−27.0% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 137,272 | $9.84M | 1.29% | −98,067−41.7% | Reduced |
| Cercano Management LLC | 133,289 | $9.56M | 0.38% | 00.0% | Unchanged |
| GSI Capital Advisors LLC | 132,703 | $9.51M | 5.87% | +5,608+4.4% | Added |
| Allianz Asset Management GmbH | 131,153 | $9.40M | 0.02% | +3,181+2.5% | Added |
| Keybank National Association | 131,080 | $9.40M | 0.04% | −4,409−3.3% | Reduced |
| Cerity Partners LLC | 129,845 | $9.31M | 0.04% | −64,815−33.3% | Reduced |
| Natixis Advisors, L.P. | 129,815 | $9.31M | 0.03% | +30,903+31.2% | Added |
| State of Michigan Retirement System | 129,709 | $9.30M | 0.06% | +1,300+1.0% | Added |
| Virginia Retirement Systems Et Al | 129,660 | $9.30M | 0.10% | −250,073−65.9% | Reduced |
| Arizona State Retirement System | 129,018 | $9.25M | 0.08% | +2,763+2.2% | Added |
| Calamos Advisors LLC | 128,984 | $9.25M | 0.05% | −16,126−11.1% | Reduced |
| American International Group, Inc. | 128,269 | $9.20M | 0.06% | +355+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,380 | $9.13M | 0.02% | +22,150+21.0% | Added |
| Stifel Financial Corp | 124,542 | $8.93M | 0.01% | +2,621+2.1% | Added |
| Amalgamated Bank | 122,449 | $8.78M | 0.07% | −933−0.8% | Reduced |
| MetLife Investment Management | 121,950 | $8.74M | 0.06% | −1,461−1.2% | Reduced |
| Public Sector Pension Investment Board | 116,480 | $8.35M | 0.06% | +1,227+1.1% | Added |
| Commonwealth Equity Services, LLC | 113,898 | $8.16M | 0.02% | −2,997−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 113,485 | $8.13M | 0.03% | +939+0.8% | Added |
| Tredje AP-fonden | 111,837 | $8.02M | 0.12% | +4,402+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,891 | $7.88M | 0.14% | +6,025+5.8% | Added |
| Manning & Napier Group, LLC | 106,376 | $7.63M | 0.09% | −899−0.8% | Reduced |
| USS Investment Management Ltd | 105,671 | $7.57M | 0.10% | +10,859+11.5% | Added |
| Advisor Group Holdings, Inc. | 105,210 | $7.56M | 0.01% | −3,140−2.9% | Reduced |
| AQR Capital Management LLC | 105,248 | $7.49M | 0.02% | −14,084−11.8% | Reduced |
| First Republic Investment Management, Inc. | 102,889 | $7.38M | 0.02% | +39,220+61.6% | Added |
| ProShare Advisors LLC | 102,885 | $7.38M | 0.02% | −26,788−20.7% | Reduced |
| DnB Asset Management AS | 101,893 | $7.30M | 0.05% | +1,178+1.2% | Added |
| Nissay Asset Management Corp | 100,366 | $7.20M | 0.06% | +901+0.9% | Added |
| Texas Permanent School Fund | 98,512 | $7.06M | 0.07% | +31,376+46.7% | Added |
| Intech Investment Management LLC | 95,672 | $6.86M | 0.06% | −42,057−30.5% | Reduced |
| Mutual of America Capital Management LLC | 92,761 | $6.65M | 0.08% | −98−0.1% | Reduced |
| Venture Visionary Partners LLC | 91,947 | $6.59M | 0.42% | −183−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 91,845 | $6.58M | 0.05% | +9,044+10.9% | Added |
| Trust Co of Toledo NA | 91,614 | $6.57M | 1.17% | −732−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 89,613 | $6.43M | 0.10% | +7,085+8.6% | Added |
| Yousif Capital Management, LLC | 89,171 | $6.39M | 0.08% | −3,840−4.1% | Reduced |
| New York Life Investment Management LLC | 85,681 | $6.14M | 0.07% | −1,367−1.6% | Reduced |
| Central Trust Co | 85,364 | $6.12M | 0.18% | −875−1.0% | Reduced |
| Utah Retirement Systems | 84,103 | $6.03M | 0.09% | +200+0.2% | Added |
| IFM Investors Pty Ltd | 82,437 | $5.91M | 0.09% | +5,733+7.5% | Added |
| First Trust Advisors LP | 80,520 | $5.77M | 0.01% | −3,219−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,104 | $5.74M | 0.05% | +232+0.3% | Added |
| Public Employees Retirement Association of Colorado | 79,609 | $5.71M | 0.03% | +115+0.1% | Added |
| Windle Wealth, LLC | 75,723 | $5.43M | 4.02% | +2,935+4.0% | Added |
| TCW Group Inc | 75,085 | $5.38M | 0.07% | −139−0.2% | Reduced |
| State of Tennessee, Treasury Department | 72,689 | $5.21M | 0.02% | +2,385+3.4% | Added |
| Candriam Luxembourg S.C.A. | 78,504 | $5.18M | 0.04% | −22,296−22.1% | Reduced |
| Captrust Financial Advisors | 71,475 | $5.12M | 0.02% | −100.0% | Reduced |
| Truist Financial Corp | 71,327 | $5.11M | 0.01% | −11,165−13.5% | Reduced |
| Mariner, LLC | 70,669 | $5.06M | 0.01% | +5,211+8.0% | Added |
| CIBC Asset Management Inc | 68,675 | $4.92M | 0.02% | +2,690+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,993 | $4.80M | 0.06% | −2,200−3.2% | Reduced |
| Allstate Corp | 66,165 | $4.74M | 0.35% | −122,102−64.9% | Reduced |
| Illinois Municipal Retirement Fund | 65,896 | $4.72M | 0.10% | +48,594+280.9% | Added |
| Pinnacle Associates Ltd | 64,088 | $4.59M | 0.09% | −3,741−5.5% | Reduced |
| Westwood Holdings Group Inc. | 64,000 | $4.59M | 0.04% | +64,000 | New |
| Carret Asset Management, LLC | 63,253 | $4.54M | 0.63% | −1,975−3.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 62,838 | $4.50M | 1.02% | +43,615+226.9% | Added |
| Gulf International Bank (UK) Ltd | 62,344 | $4.47M | 0.09% | −19,797−24.1% | Reduced |
| M&T Bank Corp | 61,444 | $4.40M | 0.02% | +3,196+5.5% | Added |
| Advisors Management Group Inc | 61,094 | $4.38M | 1.40% | −698−1.1% | Reduced |
| Sarasin & Partners LLP | 60,775 | $4.36M | 0.05% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 60,700 | $4.35M | 0.07% | 00.0% | Unchanged |