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 |
|---|---|---|---|---|---|
| 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 |
| Xponance, Inc. | 59,542 | $4.27M | 0.06% | +1,294+2.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 58,411 | $4.19M | 0.09% | +399+0.7% | Added |
| South Dakota Investment Council | 57,289 | $4.11M | 0.09% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 55,753 | $4.00M | 2.70% | 00.0% | Unchanged |
| Czech National Bank | 55,666 | $3.99M | 0.10% | +357+0.6% | Added |
| Mackenzie Financial Corp | 54,847 | $3.93M | 0.01% | +3,212+6.2% | Added |
| Garland Capital Management Inc | 54,792 | $3.93M | 2.67% | −576−1.0% | Reduced |
| HighTower Advisors, LLC | 52,769 | $3.79M | 0.01% | +1,835+3.6% | Added |
| Janney Montgomery Scott LLC | 52,163 | $3.74M | 0.02% | −92−0.2% | Reduced |
| LGT Group Foundation | 51,894 | $3.72M | 0.11% | +44,425+594.8% | Added |
| Norinchukin Bank, The | 51,853 | $3.72M | 0.07% | +5,311+11.4% | Added |
| Verition Fund Management LLC | 51,192 | $3.67M | 0.06% | −15,650−23.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 50,688 | $3.63M | 0.01% | +13,202+35.2% | Added |
| Advisors Asset Management, Inc. | 50,084 | $3.59M | 0.07% | +9,488+23.4% | Added |
| Rafferty Asset Management, LLC | 49,664 | $3.56M | 0.02% | +6,599+15.3% | Added |
| Windward Capital Management Co | 49,625 | $3.56M | 0.33% | +26+0.1% | Added |
| Brown Advisory Inc | 49,284 | $3.53M | 0.01% | +36,744+293.0% | Added |
| Robeco Institutional Asset Management B.V. | 48,826 | $3.50M | 0.01% | +4,408+9.9% | Added |
| Callahan Advisors, LLC | 48,380 | $3.47M | 0.45% | +456+1.0% | Added |
| Private Asset Management Inc | 47,967 | $3.44M | 0.57% | −5,362−10.1% | Reduced |
| Nicola Wealth Management Ltd. | 47,735 | $3.42M | 0.34% | +10,300+27.5% | Added |
| Peapack Gladstone Financial Corp | 47,570 | $3.41M | 0.06% | −667−1.4% | Reduced |
| Cetera Advisor Networks LLC | 46,856 | $3.36M | 0.02% | +1,480+3.3% | Added |
| Moran Wealth Management, LLC | 46,058 | $3.30M | 0.12% | +46,058 | New |
| Hartford Investment Management Co | 45,557 | $3.27M | 0.11% | +5,589+14.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,230 | $3.24M | 0.02% | −1,032−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 44,176 | $3.17M | 0.02% | +13,087+42.1% | Added |
| Teachers Retirement System of the State of Kentucky | 43,882 | $3.15M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 42,726 | $3.06M | 0.00% | +2,271+5.6% | Added |
| Fifth Third Bancorp | 42,415 | $3.04M | 0.01% | +117+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 42,224 | $3.03M | 0.01% | −9,805−18.8% | Reduced |
| British Columbia Investment Management Corp | 42,078 | $3.02M | 0.03% | +1,102+2.7% | Added |
| Walleye Trading LLC | 41,546 | $2.98M | 0.11% | −7,699−15.6% | Reduced |
| Tekla Capital Management LLC | 41,484 | $2.97M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 40,939 | $2.93M | 0.08% | +6,518+18.9% | Added |
| Vident Investment Advisory, LLC | 40,115 | $2.88M | 0.09% | +3,315+9.0% | Added |
| KMG Fiduciary Partners, LLC | 39,640 | $2.84M | 0.41% | −506−1.3% | Reduced |
| US Bancorp | 39,399 | $2.82M | 0.00% | −215−0.5% | Reduced |
| Securian Asset Management, Inc | 39,046 | $2.80M | 0.07% | +201+0.5% | Added |
| Gotham Asset Management, LLC | 38,727 | $2.78M | 0.07% | −6,607−14.6% | Reduced |
| UBS Oconnor LLC | 38,372 | $2.75M | 0.07% | +38,372 | New |
| Elo Mutual Pension Insurance Co | 37,730 | $2.71M | 0.09% | +1,859+5.2% | Added |
| Kentucky Retirement Systems | 37,361 | $2.68M | 0.10% | +930+2.6% | Added |
| Maryland State Retirement & Pension System | 37,200 | $2.67M | 0.06% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 36,790 | $2.64M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 36,445 | $2.61M | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 36,071 | $2.59M | 0.20% | −2,002−5.3% | Reduced |
| Nordea Investment Management AB | 36,204 | $2.58M | 0.00% | +220+0.6% | Added |
| Metropolitan Life Insurance Co | 35,704 | $2.56M | 0.13% | −6,254−14.9% | Reduced |
| KBC Group NV | 35,632 | $2.55M | 0.01% | −40,003−52.9% | Reduced |
| Boothbay Fund Management, LLC | 35,373 | $2.54M | 0.07% | +625+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 35,061 | $2.51M | 0.04% | −1,568−4.3% | Reduced |
| Shell Asset Management Co | 34,460 | $2.47M | 0.10% | +11,554+50.4% | Added |
| Lockheed Martin Investment Management Co | 34,153 | $2.45M | 0.14% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 34,047 | $2.44M | 0.01% | −130.0% | Reduced |
| Bank of Nova Scotia | 32,742 | $2.35M | 0.01% | −12,192−27.1% | Reduced |
| Vestcor Inc | 32,594 | $2.34M | 0.09% | +3,307+11.3% | Added |
| National Bank of Canada | 32,333 | $2.32M | 0.01% | +18,443+132.8% | Added |
| Prudential PLC | 31,964 | $2.29M | 0.03% | +179+0.6% | Added |
| Rainey & Randall Investment Management Inc. | 31,677 | $2.27M | 0.73% | +388+1.2% | Added |
| JustInvest LLC | 31,599 | $2.27M | 0.08% | +3,001+10.5% | Added |
| Capital International Inc | 31,563 | $2.26M | 0.05% | +31,563 | New |
| Louisiana State Employees Retirement System | 30,700 | $2.20M | 0.06% | +200+0.7% | Added |
| Kinneret Advisory, LLC | 30,605 | $2.19M | 0.28% | −1,644−5.1% | Reduced |
| Summit Place Financial Advisors, LLC | 30,260 | $2.17M | 1.54% | +4,035+15.4% | Added |
| Mercer Global Advisors Inc | 29,871 | $2.14M | 0.01% | +2,154+7.8% | Added |
| Fred Alger Management, LLC | 29,825 | $2.14M | 0.01% | +1,463+5.2% | Added |
| Tobam | 29,588 | $2.12M | 0.14% | +18,026+155.9% | Added |
| Pacer Advisors, Inc. | 28,840 | $2.07M | 0.01% | +27,749+2,543.4% | Added |
| Blair William & Co | 28,672 | $2.06M | 0.01% | +164+0.6% | Added |
| MML Investors Services, LLC | 28,391 | $2.04M | 0.01% | −1,208−4.1% | Reduced |
| Boston Family Office LLC | 27,734 | $1.99M | 0.16% | −1,069−3.7% | Reduced |
| Cinctive Capital Management LP | 27,707 | $1.99M | 0.07% | +27,707 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 27,681 | $1.98M | 0.27% | +921+3.4% | Added |
| Romano Brothers and Company | 27,608 | $1.98M | 0.31% | −795−2.8% | Reduced |
| Lincluden Management Ltd | 27,371 | $1.96M | 0.23% | −12,511−31.4% | Reduced |
| Crossmark Global Holdings, Inc. | 27,253 | $1.95M | 0.05% | +253+0.9% | Added |
| Ostrum Asset Management | 27,200 | $1.95M | 0.17% | +27,200 | New |
| CI Private Wealth, LLC | 26,966 | $1.94M | 0.01% | +12,261+83.4% | Added |
| O'Shaughnessy Asset Management, LLC | 26,811 | $1.92M | 0.03% | +831+3.2% | Added |
| Commerce Bank | 25,949 | $1.86M | 0.01% | +121+0.5% | Added |
| Private Advisor Group, LLC | 25,731 | $1.84M | 0.02% | −1,443−5.3% | Reduced |
| Endeavour Capital Advisors Inc | 25,340 | $1.82M | 0.83% | −34,232−57.5% | Reduced |
| Pensionfund Sabic | 25,259 | $1.81M | 0.63% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 25,096 | $1.80M | 0.10% | +568+2.3% | Added |
| United Capital Financial Advisers, LLC | 24,763 | $1.78M | 0.01% | −5,410−17.9% | Reduced |
| DoubleLine ETF Adviser LP | 23,739 | $1.70M | 0.73% | +2,757+13.1% | Added |
| Baird Financial Group, Inc. | 23,656 | $1.70M | 0.00% | +286+1.2% | Added |
| Wolverine Trading, LLC | 23,894 | $1.70M | 0.05% | +23,894 | New |
| DuPont Capital Management Corp | 23,485 | $1.68M | 0.08% | −5,176−18.1% | Reduced |
| Agf Management Ltd | 23,378 | $1.68M | 0.01% | +6,762+40.7% | Added |
| Beacon Pointe Advisors, LLC | 23,326 | $1.67M | 0.03% | +1,326+6.0% | Added |
| Forte Capital LLC | 23,232 | $1.67M | 0.25% | −230−1.0% | Reduced |
| Avitas Wealth Management LLC | 22,747 | $1.63M | 0.32% | −233−1.0% | Reduced |
| MAI Capital Management | 22,735 | $1.63M | 0.03% | +256+1.1% | Added |
| Capital Investment Advisors, LLC | 22,650 | $1.62M | 0.05% | −503−2.2% | Reduced |
| Metis Global Partners, LLC | 22,511 | $1.61M | 0.10% | +2,985+15.3% | Added |
| Sumitomo Life Insurance Co | 22,344 | $1.60M | 0.13% | −164−0.7% | Reduced |