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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 351,706 | $28.4M | 0.06% | −6,700−1.9% | Reduced |
| B&I Capital AG | 327,300 | $26.5M | 8.81% | −57,800−15.0% | Reduced |
| Toronto Dominion Bank | 312,657 | $25.3M | 0.04% | +31,355+11.1% | Added |
| State of Alaska, Department of Revenue | 311,336 | $25.2M | 0.30% | −44,575−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,632 | $24.7M | 0.11% | +38,316+14.3% | Added |
| Raymond James & Associates | 299,935 | $24.3M | 0.02% | +1,200+0.4% | Added |
| Nisa Investment Advisors, LLC | 287,961 | $23.3M | 0.17% | +3,554+1.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 287,383 | $23.2M | 0.09% | +11,165+4.0% | Added |
| Chilton Capital Management LLC | 284,106 | $23.0M | 1.26% | −18,309−6.1% | Reduced |
| UniSuper Management Pty Ltd | 268,023 | $21.7M | 0.25% | +268,023 | New |
| Treasurer of the State of North Carolina | 267,721 | $21.7M | 0.11% | +16,075+6.4% | Added |
| Presima Inc. | 263,743 | $21.3M | 5.85% | −23,154−8.1% | Reduced |
| Victory Capital Management Inc | 236,743 | $19.2M | 0.02% | −10,313−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 231,184 | $18.7M | 0.02% | +269+0.1% | Added |
| Capital International Inc | 216,727 | $17.5M | 0.32% | +185,164+586.6% | Added |
| TD Asset Management Inc | 207,387 | $16.8M | 0.02% | −15,022−6.8% | Reduced |
| Bridgewater Associates, LP | 203,665 | $16.5M | 0.10% | +194,958+2,239.1% | Added |
| Handelsbanken Fonder AB | 193,911 | $15.7M | 0.08% | +31,877+19.7% | Added |
| Teacher Retirement System of Texas | 191,469 | $15.5M | 0.10% | −9,370−4.7% | Reduced |
| Royal London Asset Management Ltd | 183,070 | $14.8M | 0.05% | 00.0% | Unchanged |
| Davis Selected Advisers | 181,550 | $14.7M | 0.09% | 00.0% | Unchanged |
| Vert Asset Management LLC | 176,265 | $14.3M | 7.30% | +5,494+3.2% | Added |
| Thrivent Financial for Lutherans | 175,933 | $14.2M | 0.03% | +4,076+2.4% | Added |
| Van Eck Associates Corp | 175,643 | $14.2M | 0.03% | −2,290−1.3% | Reduced |
| Employees Retirement System of Texas | 175,000 | $14.2M | 0.19% | −60,000−25.5% | Reduced |
| AMF Pensionsforsakring AB | 169,582 | $13.7M | 0.13% | 00.0% | Unchanged |
| LGT Group Foundation | 168,636 | $13.6M | 0.33% | +116,742+225.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 166,700 | $13.5M | 0.67% | +166,700 | New |
| Oversea-Chinese Banking CORP Ltd | 166,124 | $13.4M | 0.65% | +807+0.5% | Added |
| Guggenheim Capital LLC | 163,638 | $13.2M | 0.10% | −493−0.3% | Reduced |
| Storebrand Asset Management AS | 155,681 | $12.6M | 0.06% | +1,508+1.0% | Added |
| LPL Financial LLC | 155,522 | $12.6M | 0.01% | +4,773+3.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 155,208 | $12.6M | 0.63% | +8,341+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 153,263 | $12.4M | 0.02% | −14,129−8.4% | Reduced |
| Natixis Advisors, L.P. | 142,836 | $11.6M | 0.04% | +13,021+10.0% | Added |
| Arizona State Retirement System | 141,864 | $11.5M | 0.09% | +12,846+10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,246 | $11.3M | 0.17% | +30,355+27.6% | Added |
| Virginia Retirement Systems Et Al | 139,360 | $11.3M | 0.11% | +9,700+7.5% | Added |
| State of Michigan Retirement System | 136,709 | $11.1M | 0.07% | +7,000+5.4% | Added |
| American International Group, Inc. | 134,590 | $10.9M | 0.07% | +6,321+4.9% | Added |
| Allianz Asset Management GmbH | 133,482 | $10.8M | 0.02% | +2,329+1.8% | Added |
| Cercano Management LLC | 133,289 | $10.8M | 0.37% | 00.0% | Unchanged |
| Stifel Financial Corp | 131,888 | $10.7M | 0.01% | +7,346+5.9% | Added |
| Calamos Advisors LLC | 128,984 | $10.4M | 0.05% | 00.0% | Unchanged |
| Makena Capital Management LLC | 128,244 | $10.4M | 1.98% | −12,275−8.7% | Reduced |
| MetLife Investment Management | 126,149 | $10.2M | 0.07% | +4,199+3.4% | Added |
| State of Tennessee, Treasury Department | 122,852 | $9.94M | 0.04% | +50,163+69.0% | Added |
| Keybank National Association | 122,251 | $9.89M | 0.04% | −8,829−6.7% | Reduced |
| Amalgamated Bank | 121,650 | $9.84M | 0.08% | −799−0.7% | Reduced |
| Millennium Management LLC | 121,129 | $9.80M | 0.01% | −385,948−76.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 117,784 | $9.53M | 0.02% | −9,596−7.5% | Reduced |
| Cerity Partners LLC | 117,230 | $9.48M | 0.04% | −12,615−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 116,195 | $9.40M | 0.02% | +2,297+2.0% | Added |
| First Trust Advisors LP | 113,688 | $9.20M | 0.01% | +33,168+41.2% | Added |
| Tredje AP-fonden | 111,837 | $9.05M | 0.13% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 107,032 | $8.66M | 0.07% | +6,666+6.6% | Added |
| Advisor Group Holdings, Inc. | 106,852 | $8.63M | 0.02% | +1,642+1.6% | Added |
| ProShare Advisors LLC | 106,478 | $8.61M | 0.02% | +3,593+3.5% | Added |
| Manning & Napier Group, LLC | 106,376 | $8.60M | 0.10% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 106,355 | $8.60M | 0.06% | −10,125−8.7% | Reduced |
| USS Investment Management Ltd | 105,671 | $8.55M | 0.10% | 00.0% | Unchanged |
| DnB Asset Management AS | 105,526 | $8.54M | 0.05% | +3,633+3.6% | Added |
| Texas Permanent School Fund | 104,223 | $8.43M | 0.08% | +5,711+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 103,947 | $8.41M | 0.06% | +12,102+13.2% | Added |
| Mutual of America Capital Management LLC | 97,974 | $7.93M | 0.09% | +5,213+5.6% | Added |
| AQR Capital Management LLC | 97,180 | $7.85M | 0.02% | −8,068−7.7% | Reduced |
| Forsta Ap-Fonden | 95,200 | $7.70M | 0.08% | −59,200−38.3% | Reduced |
| IFM Investors Pty Ltd | 95,151 | $7.70M | 0.10% | +12,714+15.4% | Added |
| Yousif Capital Management, LLC | 94,799 | $7.67M | 0.09% | +5,628+6.3% | Added |
| Venture Visionary Partners LLC | 91,423 | $7.40M | 0.44% | −524−0.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 89,989 | $7.28M | 1.85% | +27,151+43.2% | Added |
| Trust Co of Toledo NA | 88,815 | $7.18M | 1.21% | −2,799−3.1% | Reduced |
| Captrust Financial Advisors | 88,574 | $7.16M | 0.03% | +17,099+23.9% | Added |
| New York Life Investment Management LLC | 87,058 | $7.04M | 0.07% | +1,377+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,684 | $7.01M | 0.05% | +6,580+8.2% | Added |
| Utah Retirement Systems | 85,303 | $6.90M | 0.10% | +1,200+1.4% | Added |
| Central Trust Co | 84,399 | $6.83M | 0.19% | −965−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,193 | $6.81M | 0.08% | +17,200+25.7% | Added |
| National Bank of Canada | 82,953 | $6.76M | 0.01% | +50,620+156.6% | Added |
| SG Americas Securities, LLC | 82,696 | $6.69M | 0.06% | +76,524+1,239.9% | Added |
| Citadel Advisors LLC | 82,055 | $6.64M | 0.01% | +67,770+474.4% | Added |
| Public Employees Retirement Association of Colorado | 80,462 | $6.51M | 0.03% | +853+1.1% | Added |
| Vestcor Inc | 77,626 | $6.28M | 0.23% | +45,032+138.2% | Added |
| Windle Wealth, LLC | 75,975 | $6.15M | 4.44% | +252+0.3% | Added |
| Pictet & Cie (Europe) SA | 73,288 | $5.93M | 0.20% | +73,288 | New |
| Westpac Banking Corp | 70,989 | $5.74M | 0.41% | −303,925−81.1% | Reduced |
| TCW Group Inc | 70,531 | $5.71M | 0.06% | −4,554−6.1% | Reduced |
| Mariner, LLC | 69,315 | $5.61M | 0.01% | −1,354−1.9% | Reduced |
| CIBC Asset Management Inc | 68,472 | $5.54M | 0.02% | −203−0.3% | Reduced |
| Truist Financial Corp | 68,303 | $5.52M | 0.01% | −3,024−4.2% | Reduced |
| M&T Bank Corp | 63,844 | $5.16M | 0.02% | +2,400+3.9% | Added |
| Xponance, Inc. | 62,079 | $5.02M | 0.07% | +2,537+4.3% | Added |
| Pinnacle Associates Ltd | 61,171 | $4.95M | 0.09% | −2,917−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 61,141 | $4.95M | 0.07% | −28,472−31.8% | Reduced |
| HighTower Advisors, LLC | 61,231 | $4.93M | 0.01% | +8,462+16.0% | Added |
| Factory Mutual Insurance Co | 60,700 | $4.91M | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 60,369 | $4.88M | 0.65% | −2,884−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 60,346 | $4.88M | 0.01% | +9,658+19.1% | Added |
| Los Angeles Capital Management LLC | 60,200 | $4.87M | 0.02% | +57,240+1,933.8% | Added |
| Azimuth Capital Investment Management LLC | 59,924 | $4.85M | 0.23% | −268−0.4% | Reduced |