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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 7,558,867 | $611.4M | 0.07% | +2,535,194+50.5% | Added |
| Daiwa Securities Group Inc. | 8,016,773 | $648.5M | 4.29% | −1,852,778−18.8% | Reduced |
| Principal Financial Group Inc | 10,328,676 | $835.5M | 0.57% | −32,493−0.3% | Reduced |
| Geode Capital Management, LLC | 11,518,218 | $929.5M | 0.11% | +726,212+6.7% | Added |
| FMR LLC | 14,497,845 | $1.17B | 0.10% | −1,879,881−11.5% | Reduced |
| Norges Bank | 17,617,550 | $1.43B | 0.28% | 00.0% | Unchanged |
| Capital International Investors | 21,383,365 | $1.73B | 0.42% | +6,808,299+46.7% | Added |
| Wellington Management Group LLP | 27,103,270 | $2.19B | 0.42% | +3,663,642+15.6% | Added |
| State Street Corp | 32,229,401 | $2.61B | 0.14% | +1,419,482+4.6% | Added |
| Cohen & Steers, Inc. | 38,008,275 | $3.07B | 6.48% | −6,300,845−14.2% | Reduced |
| BlackRock Inc. | 53,409,103 | $4.32B | 0.12% | +2,929,873+5.8% | Added |
| Vanguard Group Inc | 78,600,919 | $6.36B | 0.15% | +1,343,128+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −237,581−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −137,272−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −102,889−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −44,176−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −41,546−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −35,373−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −27,707−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −23,739−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −9,741−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,458−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,278−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −4,604−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −5,592−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |