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; 1,601 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Welltower Inc. as of Jun 30, 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
- 813
- +41 vs. Q1 2023
- Shares held
- 493.1M
- +11.2M (+2.3%) vs. Q1 2023
- Total value
- $39.9B
- +$5.45B (+15.8%) vs. Q1 2023
- New holders
- 79
- 300 more added
- Sold out
- 38
- 258 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,236 | $97.4B |
| Q4 2024 | 1,130 | $77.9B |
| Q3 2024 | 1,063 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 962 | $52.6B |
| Q4 2023 | 934 | $48.6B |
| Q3 2023 | 827 | $42.1B |
| Q2 2023 | 812 | $39.9B |
| Q1 2023 | 775 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 785 | $29.8B |
| Q2 2022 | 818 | $37.4B |
| Q1 2022 | 846 | $42.3B |
| Q4 2021 | 806 | $36.5B |
| Q3 2021 | 762 | $33.6B |
| Q2 2021 | 757 | $33.4B |
| Q1 2021 | 732 | $27.4B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 78,600,919 | $6.36B | 0.15% | +1,343,128+1.7% | Added |
| BlackRock Inc. | 53,409,103 | $4.32B | 0.12% | +2,929,873+5.8% | Added |
| Cohen & Steers, Inc. | 38,008,275 | $3.07B | 6.48% | −6,300,845−14.2% | Reduced |
| State Street Corp | 32,229,401 | $2.61B | 0.14% | +1,419,482+4.6% | Added |
| Wellington Management Group LLP | 27,103,270 | $2.19B | 0.42% | +3,663,642+15.6% | Added |
| Capital International Investors | 21,383,365 | $1.73B | 0.42% | +6,808,299+46.7% | Added |
| Norges Bank | 17,617,550 | $1.43B | 0.28% | 00.0% | Unchanged |
| FMR LLC | 14,497,845 | $1.17B | 0.10% | −1,879,881−11.5% | Reduced |
| Geode Capital Management, LLC | 11,518,218 | $929.5M | 0.11% | +726,212+6.7% | Added |
| Principal Financial Group Inc | 10,328,676 | $835.5M | 0.57% | −32,493−0.3% | Reduced |
| Daiwa Securities Group Inc. | 8,016,773 | $648.5M | 4.29% | −1,852,778−18.8% | Reduced |
| JPMorgan Chase & Co | 7,558,867 | $611.4M | 0.07% | +2,535,194+50.5% | Added |
| Dimensional Fund Advisors LP | 6,977,939 | $564.4M | 0.18% | +190,476+2.8% | Added |
| Invesco Ltd. | 6,905,527 | $558.6M | 0.15% | +296,863+4.5% | Added |
| Legal & General Group Plc | 6,579,680 | $532.2M | 0.17% | +343,198+5.5% | Added |
| Northern Trust Corp | 6,494,045 | $525.3M | 0.10% | −57,526−0.9% | Reduced |
| Morgan Stanley | 6,378,060 | $515.9M | 0.05% | +22,757+0.4% | Added |
| Price T Rowe Associates Inc | 6,066,393 | $490.7M | 0.07% | −22,044−0.4% | Reduced |
| Deutsche Bank AG | 5,719,851 | $462.7M | 0.25% | +792,830+16.1% | Added |
| Resolution Capital Ltd | 5,432,969 | $439.5M | 7.24% | +723,783+15.4% | Added |
| Charles Schwab Investment Management Inc | 5,117,485 | $414.0M | 0.12% | +259,283+5.3% | Added |
| Centersquare Investment Management LLC | 4,645,916 | $375.8M | 4.41% | −197,925−4.1% | Reduced |
| Nuveen Asset Management, LLC | 3,442,700 | $337.8M | 0.12% | −626,691−15.4% | Reduced |
| Bank of New York Mellon Corp | 4,043,211 | $327.1M | 0.07% | −20,396−0.5% | Reduced |
| UBS Asset Management Americas Inc | 4,534,026 | $325.0M | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,444,644 | $278.4M | 0.54% | +105,211+3.2% | Added |
| Prudential Financial Inc | 3,003,797 | $243.0M | 0.35% | −120,328−3.9% | Reduced |
| Goldman Sachs Group Inc | 2,706,294 | $218.9M | 0.06% | +823,927+43.8% | Added |
| Amundi | 2,638,724 | $214.7M | 0.11% | +59,009+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,621,149 | $212.0M | 0.17% | −117,056−4.3% | Reduced |
| Boston Partners | 2,576,007 | $208.4M | 0.28% | −306,804−10.6% | Reduced |
| Cbre Clarion Securities LLC | 2,506,860 | $202.8M | 3.63% | +1,823,730+267.0% | Added |
| Ameriprise Financial Inc | 2,466,926 | $198.2M | 0.06% | +159,910+6.9% | Added |
| PGGM Investments | 2,290,426 | $185.3M | 3.00% | −395,084−14.7% | Reduced |
| Bank of America Corp | 2,181,468 | $176.5M | 0.02% | −931,204−29.9% | Reduced |
| Duff & Phelps Investment Management Co | 1,916,712 | $155.0M | 1.89% | −448,300−19.0% | Reduced |
| Voya Investment Management LLC | 1,902,315 | $153.9M | 0.16% | −32,462−1.7% | Reduced |
| Swiss National Bank | 1,792,500 | $145.0M | 0.10% | −82,700−4.4% | Reduced |
| SEI Investments Co | 1,756,109 | $142.1M | 0.25% | −96,997−5.2% | Reduced |
| Macquarie Group Ltd | 1,705,886 | $138.0M | 0.16% | +38,656+2.3% | Added |
| Janus Henderson Group PLC | 1,544,381 | $124.9M | 0.08% | −234,704−13.2% | Reduced |
| Canada Pension Plan Investment Board | 1,372,706 | $111.0M | 0.17% | +11,900+0.9% | Added |
| Heitman Real Estate Securities LLC | 1,362,036 | $110.2M | 6.06% | −255,706−15.8% | Reduced |
| HSBC Holdings PLC | 1,289,984 | $104.2M | 0.11% | +117,790+10.0% | Added |
| Adelante Capital Management LLC | 1,155,055 | $93.4M | 8.22% | −36,906−3.1% | Reduced |
| Alliancebernstein L.P. | 1,150,095 | $93.0M | 0.04% | −783−0.1% | Reduced |
| Lasalle Investment Management Securities LLC | 1,102,698 | $89.2M | 3.53% | −99,626−8.3% | Reduced |
| Wells Fargo & Company | 1,076,113 | $87.0M | 0.03% | −45,237−4.0% | Reduced |
| Credit Suisse AG | 1,072,679 | $86.8M | 0.09% | −119,395−10.0% | Reduced |
| Schroder Investment Management Group | 1,040,848 | $84.2M | 0.12% | −3,615−0.3% | Reduced |
| Standard Life Aberdeen plc | 1,037,651 | $83.9M | 0.20% | +67,086+6.9% | Added |
| Asset Management One Co.,Ltd. | 1,033,693 | $83.6M | 0.35% | +100,763+10.8% | Added |
| Rhumbline Advisers | 1,004,382 | $81.2M | 0.09% | +64,081+6.8% | Added |
| Pictet Asset Management SA | 989,667 | $80.1M | 0.09% | −204,161−17.1% | Reduced |
| National Pension Service | 976,473 | $78.5M | 0.13% | +119,694+14.0% | Added |
| California Public Employees Retirement System | 909,193 | $73.5M | 0.06% | −2,074−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 885,271 | $71.6M | 0.29% | +17,740+2.0% | Added |
| UBS Group AG | 867,166 | $70.1M | 0.03% | +455,363+110.6% | Added |
| Royal Bank of Canada | 860,072 | $69.6M | 0.02% | −15,366−1.8% | Reduced |
| FIL Ltd | 856,469 | $69.3M | 0.08% | −14,234−1.6% | Reduced |
| Neuberger Berman Group LLC | 849,311 | $68.7M | 0.06% | −236,603−21.8% | Reduced |
| Barclays PLC | 841,051 | $68.0M | 0.04% | +411,925+96.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 833,245 | $67.4M | 0.21% | +284,239+51.8% | Added |
| American Century Companies Inc | 818,991 | $66.2M | 0.05% | +283,720+53.0% | Added |
| California State Teachers Retirement System | 805,085 | $65.1M | 0.09% | +24,094+3.1% | Added |
| APG Asset Management US Inc. | 777,829 | $62.9M | 0.50% | +466,736+150.0% | Added |
| Great West Life Assurance Co | 762,805 | $61.9M | 0.15% | +34,327+4.7% | Added |
| Aew Capital Management L P | 760,789 | $61.5M | 2.37% | −226,940−23.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 733,597 | $59.3M | 0.14% | −5,188−0.7% | Reduced |
| Hazelview Securities Inc. | 711,942 | $57.8M | 8.93% | +711,942 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 708,935 | $57.3M | 0.12% | +77,262+12.2% | Added |
| Swedbank AB | 697,760 | $56.4M | 0.10% | +446,029+177.2% | Added |
| Epoch Investment Partners, Inc. | 685,322 | $55.4M | 0.32% | −112,640−14.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 671,589 | $54.3M | 1.36% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 669,741 | $54.2M | 0.25% | +54,867+8.9% | Added |
| Waterfront Capital Partners, LLC | 659,250 | $53.3M | 4.47% | −45,017−6.4% | Reduced |
| State of New Jersey Common Pension Fund D | 638,926 | $51.7M | 0.17% | +16,566+2.7% | Added |
| STRS Ohio | 565,861 | $45.8M | 0.19% | −60,625−9.7% | Reduced |
| Bamco Inc | 551,948 | $44.6M | 0.12% | +60,411+12.3% | Added |
| BNP Paribas Arbitrage, SA | 548,799 | $44.4M | 0.09% | +50,578+10.2% | Added |
| CORDA Investment Management, LLC. | 532,774 | $43.1M | 3.37% | −52,003−8.9% | Reduced |
| State Board of Administration of Florida Retirement System | 526,237 | $42.6M | 0.09% | −2,451−0.5% | Reduced |
| New York State Common Retirement Fund | 519,903 | $42.1M | 0.05% | +1,720+0.3% | Added |
| Zimmer Partners, LP | 500,000 | $40.4M | 1.01% | −275,000−35.5% | Reduced |
| AXA S.A. | 477,392 | $38.6M | 0.13% | +1,122+0.2% | Added |
| New York State Teachers Retirement System | 466,474 | $37.7M | 0.08% | +1240.0% | Added |
| Susquehanna International Group, LLP | 461,123 | $37.3M | 0.06% | +200,673+77.0% | Added |
| Aviva PLC | 459,693 | $37.2M | 0.15% | −195,366−29.8% | Reduced |
| Citigroup Inc | 454,378 | $36.8M | 0.05% | −141,177−23.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 445,206 | $36.0M | 0.08% | −227,900−33.9% | Reduced |
| State of Wisconsin Investment Board | 442,830 | $35.8M | 0.10% | −34,926−7.3% | Reduced |
| Korea Investment CORP | 419,785 | $34.0M | 0.10% | −6,664−1.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 409,700 | $33.1M | 2.41% | −18,909−4.4% | Reduced |
| Retirement Systems of Alabama | 396,076 | $32.0M | 0.14% | −31,192−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 384,975 | $31.1M | 0.02% | +10,471+2.8% | Added |
| Jane Street Group, LLC | 375,004 | $30.3M | 0.04% | +361,761+2,731.7% | Added |
| Bank of Montreal | 359,799 | $29.3M | 0.02% | −859−0.2% | Reduced |
| Franklin Resources Inc | 353,932 | $28.6M | 0.01% | −24,372−6.4% | Reduced |
| Envestnet Asset Management Inc | 351,257 | $28.4M | 0.01% | −23,383−6.2% | Reduced |
| Bowen Hanes & Co Inc | 350,943 | $28.4M | 0.91% | 00.0% | Unchanged |