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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 59,612 | $4.82M | 1.44% | −1,482−2.4% | Reduced |
| Ergoteles LLC | 59,419 | $4.81M | 0.23% | +59,419 | New |
| Czech National Bank | 58,852 | $4.76M | 0.11% | +3,186+5.7% | Added |
| CIBC World Markets Corp | 58,240 | $4.71M | 0.04% | −119,257−67.2% | Reduced |
| Rockefeller Capital Management L.P. | 57,372 | $4.64M | 0.02% | −56,113−49.4% | Reduced |
| South Dakota Investment Council | 57,289 | $4.63M | 0.10% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 56,615 | $4.58M | 0.05% | −4,160−6.8% | Reduced |
| Pensionfund DSM Netherlands | 55,753 | $4.51M | 2.94% | 00.0% | Unchanged |
| Garland Capital Management Inc | 55,620 | $4.50M | 3.03% | +828+1.5% | Added |
| Norinchukin Bank, The | 54,482 | $4.41M | 0.07% | +2,629+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 54,135 | $4.38M | 0.01% | +11,911+28.2% | Added |
| Mackenzie Financial Corp | 53,608 | $4.37M | 0.01% | −1,239−2.3% | Reduced |
| Metis Global Partners, LLC | 53,926 | $4.36M | 0.24% | +31,415+139.6% | Added |
| Janney Montgomery Scott LLC | 53,653 | $4.34M | 0.02% | +1,490+2.9% | Added |
| GSI Capital Advisors LLC | 53,568 | $4.33M | 2.65% | −79,135−59.6% | Reduced |
| Rafferty Asset Management, LLC | 52,894 | $4.28M | 0.02% | +3,230+6.5% | Added |
| HGI Capital Management, LLC | 52,541 | $4.25M | 2.04% | −86,950−62.3% | Reduced |
| Andra AP-fonden | 51,700 | $4.18M | 0.11% | +41,500+406.9% | Added |
| Advisors Asset Management, Inc. | 51,452 | $4.16M | 0.09% | +1,368+2.7% | Added |
| Squarepoint Ops LLC | 50,389 | $4.08M | 0.02% | +50,389 | New |
| Gulf International Bank (UK) Ltd | 50,037 | $4.05M | 0.10% | −12,307−19.7% | Reduced |
| Callahan Advisors, LLC | 49,953 | $4.04M | 0.49% | +1,573+3.3% | Added |
| Windward Capital Management Co | 49,584 | $4.01M | 0.36% | −41−0.1% | Reduced |
| Allstate Corp | 47,624 | $3.85M | 0.25% | −18,541−28.0% | Reduced |
| Moran Wealth Management, LLC | 47,363 | $3.83M | 0.14% | +1,305+2.8% | Added |
| Peapack Gladstone Financial Corp | 47,318 | $3.83M | 0.07% | −252−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 45,490 | $3.68M | 0.01% | +33,690+285.5% | Added |
| Robeco Institutional Asset Management B.V. | 45,263 | $3.66M | 0.01% | −3,563−7.3% | Reduced |
| Cetera Advisor Networks LLC | 44,924 | $3.63M | 0.03% | −1,932−4.1% | Reduced |
| British Columbia Investment Management Corp | 44,758 | $3.62M | 0.03% | +2,680+6.4% | Added |
| Candriam Luxembourg S.C.A. | 44,710 | $3.62M | 0.03% | −33,794−43.0% | Reduced |
| Creative Planning | 44,326 | $3.59M | 0.00% | +1,600+3.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,411 | $3.51M | 0.07% | −15,000−25.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.41M | 0.03% | −1,707−3.9% | Reduced |
| Hartford Investment Management Co | 41,834 | $3.38M | 0.13% | −3,723−8.2% | Reduced |
| Tekla Capital Management LLC | 41,484 | $3.36M | 0.13% | 00.0% | Unchanged |
| Private Asset Management Inc | 41,347 | $3.34M | 0.64% | −6,620−13.8% | Reduced |
| Elo Mutual Pension Insurance Co | 40,841 | $3.30M | 0.10% | +3,111+8.2% | Added |
| Nicola Wealth Management Ltd. | 40,695 | $3.29M | 0.32% | −7,040−14.7% | Reduced |
| Securian Asset Management, Inc | 40,546 | $3.28M | 0.08% | +1,500+3.8% | Added |
| Brown Advisory Inc | 40,308 | $3.26M | 0.01% | −8,976−18.2% | Reduced |
| Bank of Nova Scotia | 40,171 | $3.25M | 0.01% | +7,429+22.7% | Added |
| Vident Investment Advisory, LLC | 40,089 | $3.24M | 0.11% | −26−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 39,994 | $3.24M | 0.05% | −20,198−33.6% | Reduced |
| Kentucky Retirement Systems | 39,962 | $3.23M | 0.11% | +2,601+7.0% | Added |
| Nordea Investment Management AB | 39,836 | $3.22M | 0.00% | +3,632+10.0% | Added |
| US Bancorp | 39,217 | $3.17M | 0.01% | −182−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,879 | $3.15M | 0.01% | −6,351−14.0% | Reduced |
| Oregon Public Employees Retirement Fund | 38,664 | $3.13M | 0.04% | +2,219+6.1% | Added |
| Fifth Third Bancorp | 38,420 | $3.11M | 0.01% | −3,995−9.4% | Reduced |
| KMG Fiduciary Partners, LLC | 38,109 | $3.08M | 0.40% | −1,531−3.9% | Reduced |
| Lockheed Martin Investment Management Co | 38,053 | $3.08M | 0.18% | +3,900+11.4% | Added |
| Maryland State Retirement & Pension System | 37,946 | $3.07M | 0.06% | +746+2.0% | Added |
| Metropolitan Life Insurance Co | 36,842 | $2.98M | 0.15% | +1,138+3.2% | Added |
| Kornitzer Capital Management Inc | 36,790 | $2.98M | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 36,731 | $2.97M | 0.22% | +660+1.8% | Added |
| Capital Group Private Client Services, Inc. | 36,165 | $2.93M | 0.03% | +36,165 | New |
| Tower Research Capital LLC (TRC) | 35,228 | $2.85M | 0.10% | +21,056+148.6% | Added |
| JustInvest LLC | 34,951 | $2.83M | 0.09% | +3,352+10.6% | Added |
| Agf Management Ltd | 34,927 | $2.83M | 0.02% | +11,549+49.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,506 | $2.79M | 0.04% | −555−1.6% | Reduced |
| National Asset Management, Inc. | 34,376 | $2.78M | 0.06% | −6,563−16.0% | Reduced |
| Wolverine Trading, LLC | 34,476 | $2.77M | 0.04% | +10,582+44.3% | Added |
| Prudential PLC | 33,189 | $2.68M | 0.03% | +1,225+3.8% | Added |
| Impax Asset Management Group plc | 33,064 | $2.67M | 0.01% | −983−2.9% | Reduced |
| KBC Group NV | 32,220 | $2.61M | 0.01% | −3,412−9.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 32,085 | $2.60M | 0.77% | +408+1.3% | Added |
| Shell Asset Management Co | 31,527 | $2.55M | 0.10% | −2,933−8.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,207 | $2.52M | 0.06% | +14,284+84.4% | Added |
| MML Investors Services, LLC | 31,190 | $2.52M | 0.01% | +2,799+9.9% | Added |
| Summit Place Financial Advisors, LLC | 30,933 | $2.50M | 1.62% | +673+2.2% | Added |
| Pacer Advisors, Inc. | 30,823 | $2.49M | 0.01% | +1,983+6.9% | Added |
| Louisiana State Employees Retirement System | 30,700 | $2.48M | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 30,605 | $2.48M | 0.29% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,397 | $2.46M | 0.04% | +3,586+13.4% | Added |
| Fred Alger Management, LLC | 29,825 | $2.41M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 29,532 | $2.39M | 0.01% | +2,566+9.5% | Added |
| Mercer Global Advisors Inc | 29,516 | $2.39M | 0.01% | −355−1.2% | Reduced |
| Blair William & Co | 28,614 | $2.31M | 0.01% | −58−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,594 | $2.31M | 0.29% | +913+3.3% | Added |
| Gotham Asset Management, LLC | 27,833 | $2.25M | 0.05% | −10,894−28.1% | Reduced |
| Boston Family Office LLC | 27,444 | $2.22M | 0.17% | −290−1.0% | Reduced |
| Lincluden Management Ltd | 27,371 | $2.21M | 0.26% | 00.0% | Unchanged |
| Ostrum Asset Management | 27,263 | $2.21M | 0.18% | +63+0.2% | Added |
| Crossmark Global Holdings, Inc. | 26,789 | $2.17M | 0.05% | −464−1.7% | Reduced |
| Romano Brothers and Company | 26,683 | $2.16M | 0.32% | −925−3.4% | Reduced |
| Commerce Bank | 25,601 | $2.07M | 0.02% | −348−1.3% | Reduced |
| Endeavour Capital Advisors Inc | 25,340 | $2.05M | 0.90% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,040 | $2.04M | 0.02% | −691−2.7% | Reduced |
| Pensionfund Sabic | 25,259 | $2.04M | 0.68% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 23,732 | $1.92M | 0.01% | +76+0.3% | Added |
| Wealthfront Advisers LLC | 23,456 | $1.90M | 0.01% | +4,355+22.8% | Added |
| Raymond James Trust N.A. | 23,375 | $1.89M | 0.05% | +1,413+6.4% | Added |
| New Mexico Educational Retirement Board | 22,948 | $1.86M | 0.08% | +1,100+5.0% | Added |
| Avitas Wealth Management LLC | 22,899 | $1.85M | 0.34% | +152+0.7% | Added |
| DuPont Capital Management Corp | 22,788 | $1.84M | 0.09% | −697−3.0% | Reduced |
| Naviter Wealth, LLC | 22,780 | $1.84M | 0.47% | +2,630+13.1% | Added |
| Forte Capital LLC | 22,647 | $1.83M | 0.26% | −585−2.5% | Reduced |
| Spirit of America Management Corp | 22,225 | $1.80M | 0.41% | +500+2.3% | Added |
| United Capital Financial Advisers, LLC | 22,197 | $1.80M | 0.01% | −2,566−10.4% | Reduced |