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, 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 | 1,602 | $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, 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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 53,608 | $4.37M | 0.01% | −1,239−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,135 | $4.38M | 0.01% | +11,911+28.2% | Added |
| Norinchukin Bank, The | 54,482 | $4.41M | 0.07% | +2,629+5.1% | Added |
| Garland Capital Management Inc | 55,620 | $4.50M | 3.03% | +828+1.5% | Added |
| Pensionfund DSM Netherlands | 55,753 | $4.51M | 2.94% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 56,615 | $4.58M | 0.05% | −4,160−6.8% | Reduced |
| South Dakota Investment Council | 57,289 | $4.63M | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 57,372 | $4.64M | 0.02% | −56,113−49.4% | Reduced |
| CIBC World Markets Corp | 58,240 | $4.71M | 0.04% | −119,257−67.2% | Reduced |
| Czech National Bank | 58,852 | $4.76M | 0.11% | +3,186+5.7% | Added |
| Ergoteles LLC | 59,419 | $4.81M | 0.23% | +59,419 | New |
| Advisors Management Group Inc | 59,612 | $4.82M | 1.44% | −1,482−2.4% | Reduced |
| Azimuth Capital Investment Management LLC | 59,924 | $4.85M | 0.23% | −268−0.4% | Reduced |
| Los Angeles Capital Management LLC | 60,200 | $4.87M | 0.02% | +57,240+1,933.8% | Added |
| Northwestern Mutual Wealth Management Co | 60,346 | $4.88M | 0.01% | +9,658+19.1% | Added |
| Carret Asset Management, LLC | 60,369 | $4.88M | 0.65% | −2,884−4.6% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $4.91M | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 61,231 | $4.93M | 0.01% | +8,462+16.0% | Added |
| Swiss Life Asset Management Ltd | 61,141 | $4.95M | 0.07% | −28,472−31.8% | Reduced |
| Pinnacle Associates Ltd | 61,171 | $4.95M | 0.09% | −2,917−4.6% | Reduced |
| Xponance, Inc. | 62,079 | $5.02M | 0.07% | +2,537+4.3% | Added |
| M&T Bank Corp | 63,844 | $5.16M | 0.02% | +2,400+3.9% | Added |
| Truist Financial Corp | 68,303 | $5.52M | 0.01% | −3,024−4.2% | Reduced |
| CIBC Asset Management Inc | 68,472 | $5.54M | 0.02% | −203−0.3% | Reduced |
| Mariner, LLC | 69,315 | $5.61M | 0.01% | −1,354−1.9% | Reduced |
| TCW Group Inc | 70,531 | $5.71M | 0.06% | −4,554−6.1% | Reduced |
| Westpac Banking Corp | 70,989 | $5.74M | 0.41% | −303,925−81.1% | Reduced |
| Pictet & Cie (Europe) SA | 73,288 | $5.93M | 0.20% | +73,288 | New |
| Windle Wealth, LLC | 75,975 | $6.15M | 4.44% | +252+0.3% | Added |
| Vestcor Inc | 77,626 | $6.28M | 0.23% | +45,032+138.2% | Added |
| Public Employees Retirement Association of Colorado | 80,462 | $6.51M | 0.03% | +853+1.1% | Added |
| Citadel Advisors LLC | 82,055 | $6.64M | 0.01% | +67,770+474.4% | Added |
| SG Americas Securities, LLC | 82,696 | $6.69M | 0.06% | +76,524+1,239.9% | Added |
| National Bank of Canada | 82,953 | $6.76M | 0.01% | +50,620+156.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,193 | $6.81M | 0.08% | +17,200+25.7% | Added |
| Central Trust Co | 84,399 | $6.83M | 0.19% | −965−1.1% | Reduced |
| Utah Retirement Systems | 85,303 | $6.90M | 0.10% | +1,200+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,684 | $7.01M | 0.05% | +6,580+8.2% | Added |
| New York Life Investment Management LLC | 87,058 | $7.04M | 0.07% | +1,377+1.6% | Added |
| Captrust Financial Advisors | 88,574 | $7.16M | 0.03% | +17,099+23.9% | Added |
| Trust Co of Toledo NA | 88,815 | $7.18M | 1.21% | −2,799−3.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 89,989 | $7.28M | 1.85% | +27,151+43.2% | Added |
| Venture Visionary Partners LLC | 91,423 | $7.40M | 0.44% | −524−0.6% | Reduced |
| Yousif Capital Management, LLC | 94,799 | $7.67M | 0.09% | +5,628+6.3% | Added |
| IFM Investors Pty Ltd | 95,151 | $7.70M | 0.10% | +12,714+15.4% | Added |
| Forsta Ap-Fonden | 95,200 | $7.70M | 0.08% | −59,200−38.3% | Reduced |
| AQR Capital Management LLC | 97,180 | $7.85M | 0.02% | −8,068−7.7% | Reduced |
| Mutual of America Capital Management LLC | 97,974 | $7.93M | 0.09% | +5,213+5.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 103,947 | $8.41M | 0.06% | +12,102+13.2% | Added |
| Texas Permanent School Fund | 104,223 | $8.43M | 0.08% | +5,711+5.8% | Added |
| DnB Asset Management AS | 105,526 | $8.54M | 0.05% | +3,633+3.6% | Added |
| USS Investment Management Ltd | 105,671 | $8.55M | 0.10% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 106,355 | $8.60M | 0.06% | −10,125−8.7% | Reduced |
| Manning & Napier Group, LLC | 106,376 | $8.60M | 0.10% | 00.0% | Unchanged |
| ProShare Advisors LLC | 106,478 | $8.61M | 0.02% | +3,593+3.5% | Added |
| Advisor Group Holdings, Inc. | 106,852 | $8.63M | 0.02% | +1,642+1.6% | Added |
| Nissay Asset Management Corp | 107,032 | $8.66M | 0.07% | +6,666+6.6% | Added |
| Tredje AP-fonden | 111,837 | $9.05M | 0.13% | 00.0% | Unchanged |
| First Trust Advisors LP | 113,688 | $9.20M | 0.01% | +33,168+41.2% | Added |
| Commonwealth Equity Services, LLC | 116,195 | $9.40M | 0.02% | +2,297+2.0% | Added |
| Cerity Partners LLC | 117,230 | $9.48M | 0.04% | −12,615−9.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 117,784 | $9.53M | 0.02% | −9,596−7.5% | Reduced |
| Millennium Management LLC | 121,129 | $9.80M | 0.01% | −385,948−76.1% | Reduced |
| Amalgamated Bank | 121,650 | $9.84M | 0.08% | −799−0.7% | Reduced |
| Keybank National Association | 122,251 | $9.89M | 0.04% | −8,829−6.7% | Reduced |
| State of Tennessee, Treasury Department | 122,852 | $9.94M | 0.04% | +50,163+69.0% | Added |
| MetLife Investment Management | 126,149 | $10.2M | 0.07% | +4,199+3.4% | Added |
| Makena Capital Management LLC | 128,244 | $10.4M | 1.98% | −12,275−8.7% | Reduced |
| Calamos Advisors LLC | 128,984 | $10.4M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 131,888 | $10.7M | 0.01% | +7,346+5.9% | Added |
| Cercano Management LLC | 133,289 | $10.8M | 0.37% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 133,482 | $10.8M | 0.02% | +2,329+1.8% | Added |
| American International Group, Inc. | 134,590 | $10.9M | 0.07% | +6,321+4.9% | Added |
| State of Michigan Retirement System | 136,709 | $11.1M | 0.07% | +7,000+5.4% | Added |
| Virginia Retirement Systems Et Al | 139,360 | $11.3M | 0.11% | +9,700+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,246 | $11.3M | 0.17% | +30,355+27.6% | Added |
| Arizona State Retirement System | 141,864 | $11.5M | 0.09% | +12,846+10.0% | Added |
| Natixis Advisors, L.P. | 142,836 | $11.6M | 0.04% | +13,021+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 153,263 | $12.4M | 0.02% | −14,129−8.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 155,208 | $12.6M | 0.63% | +8,341+5.7% | Added |
| LPL Financial LLC | 155,522 | $12.6M | 0.01% | +4,773+3.2% | Added |
| Storebrand Asset Management AS | 155,681 | $12.6M | 0.06% | +1,508+1.0% | Added |
| Guggenheim Capital LLC | 163,638 | $13.2M | 0.10% | −493−0.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 166,124 | $13.4M | 0.65% | +807+0.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 166,700 | $13.5M | 0.67% | +166,700 | New |
| LGT Group Foundation | 168,636 | $13.6M | 0.33% | +116,742+225.0% | Added |
| AMF Pensionsforsakring AB | 169,582 | $13.7M | 0.13% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 175,000 | $14.2M | 0.19% | −60,000−25.5% | Reduced |
| Van Eck Associates Corp | 175,643 | $14.2M | 0.03% | −2,290−1.3% | Reduced |
| Thrivent Financial for Lutherans | 175,933 | $14.2M | 0.03% | +4,076+2.4% | Added |
| Vert Asset Management LLC | 176,265 | $14.3M | 7.30% | +5,494+3.2% | Added |
| Davis Selected Advisers | 181,550 | $14.7M | 0.09% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 183,070 | $14.8M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 191,469 | $15.5M | 0.10% | −9,370−4.7% | Reduced |
| Handelsbanken Fonder AB | 193,911 | $15.7M | 0.08% | +31,877+19.7% | Added |
| Bridgewater Associates, LP | 203,665 | $16.5M | 0.10% | +194,958+2,239.1% | Added |
| TD Asset Management Inc | 207,387 | $16.8M | 0.02% | −15,022−6.8% | Reduced |
| Capital International Inc | 216,727 | $17.5M | 0.32% | +185,164+586.6% | Added |
| The PNC Financial Services Group, Inc. | 231,184 | $18.7M | 0.02% | +269+0.1% | Added |
| Victory Capital Management Inc | 236,743 | $19.2M | 0.02% | −10,313−4.2% | Reduced |