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 |
|---|---|---|---|---|---|
| Presima Inc. | 263,743 | $21.3M | 5.85% | −23,154−8.1% | Reduced |
| Treasurer of the State of North Carolina | 267,721 | $21.7M | 0.11% | +16,075+6.4% | Added |
| UniSuper Management Pty Ltd | 268,023 | $21.7M | 0.25% | +268,023 | New |
| Chilton Capital Management LLC | 284,106 | $23.0M | 1.26% | −18,309−6.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 287,383 | $23.2M | 0.09% | +11,165+4.0% | Added |
| Nisa Investment Advisors, LLC | 287,961 | $23.3M | 0.17% | +3,554+1.2% | Added |
| Raymond James & Associates | 299,935 | $24.3M | 0.02% | +1,200+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,632 | $24.7M | 0.11% | +38,316+14.3% | Added |
| State of Alaska, Department of Revenue | 311,336 | $25.2M | 0.30% | −44,575−12.5% | Reduced |
| Toronto Dominion Bank | 312,657 | $25.3M | 0.04% | +31,355+11.1% | Added |
| B&I Capital AG | 327,300 | $26.5M | 8.81% | −57,800−15.0% | Reduced |
| DekaBank Deutsche Girozentrale | 351,706 | $28.4M | 0.06% | −6,700−1.9% | Reduced |
| Bowen Hanes & Co Inc | 350,943 | $28.4M | 0.91% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 351,257 | $28.4M | 0.01% | −23,383−6.2% | Reduced |
| Franklin Resources Inc | 353,932 | $28.6M | 0.01% | −24,372−6.4% | Reduced |
| Bank of Montreal | 359,799 | $29.3M | 0.02% | −859−0.2% | Reduced |
| Jane Street Group, LLC | 375,004 | $30.3M | 0.04% | +361,761+2,731.7% | Added |
| Manufacturers Life Insurance Company, The | 384,975 | $31.1M | 0.02% | +10,471+2.8% | Added |
| Retirement Systems of Alabama | 396,076 | $32.0M | 0.14% | −31,192−7.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 409,700 | $33.1M | 2.41% | −18,909−4.4% | Reduced |
| Korea Investment CORP | 419,785 | $34.0M | 0.10% | −6,664−1.6% | Reduced |
| State of Wisconsin Investment Board | 442,830 | $35.8M | 0.10% | −34,926−7.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 445,206 | $36.0M | 0.08% | −227,900−33.9% | Reduced |
| Citigroup Inc | 454,378 | $36.8M | 0.05% | −141,177−23.7% | Reduced |
| Aviva PLC | 459,693 | $37.2M | 0.15% | −195,366−29.8% | Reduced |
| Susquehanna International Group, LLP | 461,123 | $37.3M | 0.06% | +200,673+77.0% | Added |
| New York State Teachers Retirement System | 466,474 | $37.7M | 0.08% | +1240.0% | Added |
| AXA S.A. | 477,392 | $38.6M | 0.13% | +1,122+0.2% | Added |
| Zimmer Partners, LP | 500,000 | $40.4M | 1.01% | −275,000−35.5% | Reduced |
| New York State Common Retirement Fund | 519,903 | $42.1M | 0.05% | +1,720+0.3% | Added |
| State Board of Administration of Florida Retirement System | 526,237 | $42.6M | 0.09% | −2,451−0.5% | Reduced |
| CORDA Investment Management, LLC. | 532,774 | $43.1M | 3.37% | −52,003−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 548,799 | $44.4M | 0.09% | +50,578+10.2% | Added |
| Bamco Inc | 551,948 | $44.6M | 0.12% | +60,411+12.3% | Added |
| STRS Ohio | 565,861 | $45.8M | 0.19% | −60,625−9.7% | Reduced |
| State of New Jersey Common Pension Fund D | 638,926 | $51.7M | 0.17% | +16,566+2.7% | Added |
| Waterfront Capital Partners, LLC | 659,250 | $53.3M | 4.47% | −45,017−6.4% | Reduced |
| Nomura Asset Management Co Ltd | 669,741 | $54.2M | 0.25% | +54,867+8.9% | Added |
| Border to Coast Pensions Partnership Ltd | 671,589 | $54.3M | 1.36% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 685,322 | $55.4M | 0.32% | −112,640−14.1% | Reduced |
| Swedbank AB | 697,760 | $56.4M | 0.10% | +446,029+177.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 708,935 | $57.3M | 0.12% | +77,262+12.2% | Added |
| Hazelview Securities Inc. | 711,942 | $57.8M | 8.93% | +711,942 | New |
| Mitsubishi UFJ Trust & Banking Corp | 733,597 | $59.3M | 0.14% | −5,188−0.7% | Reduced |
| Aew Capital Management L P | 760,789 | $61.5M | 2.37% | −226,940−23.0% | Reduced |
| Great West Life Assurance Co | 762,805 | $61.9M | 0.15% | +34,327+4.7% | Added |
| APG Asset Management US Inc. | 777,829 | $62.9M | 0.50% | +466,736+150.0% | Added |
| California State Teachers Retirement System | 805,085 | $65.1M | 0.09% | +24,094+3.1% | Added |
| American Century Companies Inc | 818,991 | $66.2M | 0.05% | +283,720+53.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 833,245 | $67.4M | 0.21% | +284,239+51.8% | Added |
| Barclays PLC | 841,051 | $68.0M | 0.04% | +411,925+96.0% | Added |
| Neuberger Berman Group LLC | 849,311 | $68.7M | 0.06% | −236,603−21.8% | Reduced |
| FIL Ltd | 856,469 | $69.3M | 0.08% | −14,234−1.6% | Reduced |
| Royal Bank of Canada | 860,072 | $69.6M | 0.02% | −15,366−1.8% | Reduced |
| UBS Group AG | 867,166 | $70.1M | 0.03% | +455,363+110.6% | Added |
| Public Employees Retirement System of Ohio | 885,271 | $71.6M | 0.29% | +17,740+2.0% | Added |
| California Public Employees Retirement System | 909,193 | $73.5M | 0.06% | −2,074−0.2% | Reduced |
| National Pension Service | 976,473 | $78.5M | 0.13% | +119,694+14.0% | Added |
| Pictet Asset Management SA | 989,667 | $80.1M | 0.09% | −204,161−17.1% | Reduced |
| Rhumbline Advisers | 1,004,382 | $81.2M | 0.09% | +64,081+6.8% | Added |
| Asset Management One Co.,Ltd. | 1,033,693 | $83.6M | 0.35% | +100,763+10.8% | Added |
| Standard Life Aberdeen plc | 1,037,651 | $83.9M | 0.20% | +67,086+6.9% | Added |
| Schroder Investment Management Group | 1,040,848 | $84.2M | 0.12% | −3,615−0.3% | Reduced |
| Credit Suisse AG | 1,072,679 | $86.8M | 0.09% | −119,395−10.0% | Reduced |
| Wells Fargo & Company | 1,076,113 | $87.0M | 0.03% | −45,237−4.0% | Reduced |
| Lasalle Investment Management Securities LLC | 1,102,698 | $89.2M | 3.53% | −99,626−8.3% | Reduced |
| Alliancebernstein L.P. | 1,150,095 | $93.0M | 0.04% | −783−0.1% | Reduced |
| Adelante Capital Management LLC | 1,155,055 | $93.4M | 8.22% | −36,906−3.1% | Reduced |
| HSBC Holdings PLC | 1,289,984 | $104.2M | 0.11% | +117,790+10.0% | Added |
| Heitman Real Estate Securities LLC | 1,362,036 | $110.2M | 6.06% | −255,706−15.8% | Reduced |
| Canada Pension Plan Investment Board | 1,372,706 | $111.0M | 0.17% | +11,900+0.9% | Added |
| Janus Henderson Group PLC | 1,544,381 | $124.9M | 0.08% | −234,704−13.2% | Reduced |
| Macquarie Group Ltd | 1,705,886 | $138.0M | 0.16% | +38,656+2.3% | Added |
| SEI Investments Co | 1,756,109 | $142.1M | 0.25% | −96,997−5.2% | Reduced |
| Swiss National Bank | 1,792,500 | $145.0M | 0.10% | −82,700−4.4% | Reduced |
| Voya Investment Management LLC | 1,902,315 | $153.9M | 0.16% | −32,462−1.7% | Reduced |
| Duff & Phelps Investment Management Co | 1,916,712 | $155.0M | 1.89% | −448,300−19.0% | Reduced |
| Bank of America Corp | 2,181,468 | $176.5M | 0.02% | −931,204−29.9% | Reduced |
| PGGM Investments | 2,290,426 | $185.3M | 3.00% | −395,084−14.7% | Reduced |
| Ameriprise Financial Inc | 2,466,926 | $198.2M | 0.06% | +159,910+6.9% | Added |
| Cbre Clarion Securities LLC | 2,506,860 | $202.8M | 3.63% | +1,823,730+267.0% | Added |
| Boston Partners | 2,576,007 | $208.4M | 0.28% | −306,804−10.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,621,149 | $212.0M | 0.17% | −117,056−4.3% | Reduced |
| Amundi | 2,638,724 | $214.7M | 0.11% | +59,009+2.3% | Added |
| Goldman Sachs Group Inc | 2,706,294 | $218.9M | 0.06% | +823,927+43.8% | Added |
| Prudential Financial Inc | 3,003,797 | $243.0M | 0.35% | −120,328−3.9% | Reduced |
| Russell Investments Group, Ltd. | 3,444,644 | $278.4M | 0.54% | +105,211+3.2% | Added |
| UBS Asset Management Americas Inc | 4,534,026 | $325.0M | 0.16% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 4,043,211 | $327.1M | 0.07% | −20,396−0.5% | Reduced |
| Nuveen Asset Management, LLC | 3,442,700 | $337.8M | 0.12% | −626,691−15.4% | Reduced |
| Centersquare Investment Management LLC | 4,645,916 | $375.8M | 4.41% | −197,925−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 5,117,485 | $414.0M | 0.12% | +259,283+5.3% | Added |
| Resolution Capital Ltd | 5,432,969 | $439.5M | 7.24% | +723,783+15.4% | Added |
| Deutsche Bank AG | 5,719,851 | $462.7M | 0.25% | +792,830+16.1% | Added |
| Price T Rowe Associates Inc | 6,066,393 | $490.7M | 0.07% | −22,044−0.4% | Reduced |
| Morgan Stanley | 6,378,060 | $515.9M | 0.05% | +22,757+0.4% | Added |
| Northern Trust Corp | 6,494,045 | $525.3M | 0.10% | −57,526−0.9% | Reduced |
| Legal & General Group Plc | 6,579,680 | $532.2M | 0.17% | +343,198+5.5% | Added |
| Invesco Ltd. | 6,905,527 | $558.6M | 0.15% | +296,863+4.5% | Added |
| Dimensional Fund Advisors LP | 6,977,939 | $564.4M | 0.18% | +190,476+2.8% | Added |