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, Q3 2023
Institutional positions in Welltower Inc. as of Sep 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
- 828
- +22 vs. Q2 2023
- Shares held
- 513.3M
- +21.2M (+4.3%) vs. Q2 2023
- Total value
- $42.1B
- +$2.23B (+5.6%) vs. Q2 2023
- New holders
- 69
- 332 more added
- Sold out
- 47
- 258 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 80,757,592 | $6.62B | 0.16% | +2,156,673+2.7% | Added |
| BlackRock Inc. | 52,625,343 | $4.31B | 0.12% | −783,760−1.5% | Reduced |
| Cohen & Steers, Inc. | 40,769,115 | $3.34B | 7.68% | +2,760,840+7.3% | Added |
| State Street Corp | 32,518,761 | $2.66B | 0.15% | +289,360+0.9% | Added |
| Norges Bank | 27,196,050 | $2.23B | 0.45% | +9,578,500+54.4% | Added |
| Wellington Management Group LLP | 26,819,453 | $2.20B | 0.44% | −283,817−1.0% | Reduced |
| Capital International Investors | 21,771,112 | $1.78B | 0.45% | +387,747+1.8% | Added |
| FMR LLC | 14,308,179 | $1.17B | 0.10% | −189,666−1.3% | Reduced |
| Principal Financial Group Inc | 12,925,394 | $1.06B | 0.76% | +2,596,718+25.1% | Added |
| Geode Capital Management, LLC | 12,117,683 | $990.7M | 0.12% | +599,465+5.2% | Added |
| Invesco Ltd. | 8,486,611 | $695.2M | 0.19% | +1,581,084+22.9% | Added |
| Daiwa Securities Group Inc. | 7,887,167 | $646.1M | 4.60% | −129,606−1.6% | Reduced |
| Price T Rowe Associates Inc | 7,282,141 | $596.6M | 0.09% | +1,215,748+20.0% | Added |
| Dimensional Fund Advisors LP | 7,249,956 | $593.9M | 0.19% | +272,017+3.9% | Added |
| Legal & General Group Plc | 6,627,731 | $542.9M | 0.19% | +48,051+0.7% | Added |
| Northern Trust Corp | 6,612,701 | $541.7M | 0.10% | +118,656+1.8% | Added |
| Morgan Stanley | 6,586,771 | $539.6M | 0.05% | +208,711+3.3% | Added |
| JPMorgan Chase & Co | 5,559,613 | $455.4M | 0.05% | −1,999,254−26.4% | Reduced |
| Resolution Capital Ltd | 5,482,151 | $449.1M | 8.90% | +49,182+0.9% | Added |
| Charles Schwab Investment Management Inc | 5,387,736 | $441.4M | 0.13% | +270,251+5.3% | Added |
| UBS Asset Management Americas Inc | 4,977,841 | $407.8M | 0.18% | +443,815+9.8% | Added |
| Centersquare Investment Management LLC | 4,483,725 | $367.3M | 4.63% | −162,191−3.5% | Reduced |
| Deutsche Bank AG | 4,261,543 | $349.1M | 0.23% | −1,458,308−25.5% | Reduced |
| Nuveen Asset Management, LLC | 4,085,722 | $334.7M | 0.12% | +643,022+18.7% | Added |
| Bank of New York Mellon Corp | 3,973,899 | $325.5M | 0.07% | −69,312−1.7% | Reduced |
| Russell Investments Group, Ltd. | 3,433,139 | $280.7M | 0.56% | −11,505−0.3% | Reduced |
| Cbre Clarion Securities LLC | 3,164,277 | $259.2M | 5.21% | +657,417+26.2% | Added |
| Bank of America Corp | 3,145,336 | $257.7M | 0.03% | +963,868+44.2% | Added |
| Goldman Sachs Group Inc | 2,984,226 | $244.5M | 0.06% | +277,932+10.3% | Added |
| Prudential Financial Inc | 2,903,421 | $237.8M | 0.37% | −100,376−3.3% | Reduced |
| Amundi | 2,626,709 | $223.7M | 0.11% | −12,015−0.5% | Reduced |
| Boston Partners | 2,579,105 | $211.3M | 0.29% | +3,098+0.1% | Added |
| PGGM Investments | 2,360,329 | $193.4M | 3.34% | +69,903+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,319,745 | $190.0M | 0.16% | −301,404−11.5% | Reduced |
| Ameriprise Financial Inc | 2,303,340 | $187.2M | 0.06% | −163,586−6.6% | Reduced |
| SEI Investments Co | 1,990,064 | $163.0M | 0.29% | +233,955+13.3% | Added |
| Duff & Phelps Investment Management Co | 1,981,532 | $162.3M | 2.14% | +64,820+3.4% | Added |
| Voya Investment Management LLC | 1,848,196 | $151.4M | 0.17% | −54,119−2.8% | Reduced |
| Macquarie Group Ltd | 1,686,048 | $138.1M | 0.17% | −19,838−1.2% | Reduced |
| Swiss National Bank | 1,598,700 | $131.0M | 0.10% | −193,800−10.8% | Reduced |
| Canada Pension Plan Investment Board | 1,376,106 | $112.7M | 0.16% | +3,400+0.2% | Added |
| Barclays PLC | 1,367,437 | $112.0M | 0.07% | +526,386+62.6% | Added |
| HSBC Holdings PLC | 1,280,012 | $104.8M | 0.12% | −9,972−0.8% | Reduced |
| Heitman Real Estate Securities LLC | 1,258,525 | $103.1M | 6.20% | −103,511−7.6% | Reduced |
| Janus Henderson Group PLC | 1,256,409 | $103.0M | 0.07% | −287,972−18.6% | Reduced |
| Alliancebernstein L.P. | 1,213,765 | $99.4M | 0.04% | +63,670+5.5% | Added |
| Adelante Capital Management LLC | 1,204,151 | $98.6M | 7.98% | +49,096+4.3% | Added |
| Standard Life Aberdeen plc | 1,141,439 | $93.5M | 0.24% | +103,788+10.0% | Added |
| Credit Suisse AG | 1,076,353 | $88.2M | 0.09% | +3,674+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067,962 | $87.5M | 0.27% | +234,717+28.2% | Added |
| Schroder Investment Management Group | 1,048,914 | $85.9M | 0.13% | +8,066+0.8% | Added |
| Asset Management One Co.,Ltd. | 1,027,600 | $84.2M | 0.37% | −6,093−0.6% | Reduced |
| Rhumbline Advisers | 1,023,071 | $83.8M | 0.10% | +18,689+1.9% | Added |
| Pictet Asset Management Holding SA | 1,011,759 | $82.9M | 0.10% | +1,011,759 | New |
| National Pension Service | 1,015,972 | $82.4M | 0.13% | +39,499+4.0% | Added |
| American Century Companies Inc | 947,865 | $77.6M | 0.06% | +128,874+15.7% | Added |
| Public Employees Retirement System of Ohio | 946,828 | $77.6M | 0.35% | +61,557+7.0% | Added |
| California Public Employees Retirement System | 924,708 | $75.8M | 0.07% | +15,515+1.7% | Added |
| APG Asset Management US Inc. | 907,700 | $74.4M | 0.65% | +129,871+16.7% | Added |
| Wells Fargo & Company | 906,695 | $74.3M | 0.02% | −169,418−15.7% | Reduced |
| Great West Life Assurance Co | 832,888 | $68.3M | 0.16% | +70,083+9.2% | Added |
| Neuberger Berman Group LLC | 828,775 | $67.9M | 0.06% | −20,536−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 782,589 | $64.1M | 0.13% | +73,654+10.4% | Added |
| Aew Capital Management L P | 773,095 | $63.3M | 2.65% | +12,306+1.6% | Added |
| California State Teachers Retirement System | 766,201 | $62.8M | 0.10% | −38,884−4.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 733,868 | $60.1M | 0.15% | +2710.0% | Added |
| Swedbank AB | 709,905 | $58.2M | 0.11% | +12,145+1.7% | Added |
| Nomura Asset Management Co Ltd | 708,914 | $58.1M | 0.27% | +39,173+5.8% | Added |
| Lasalle Investment Management Securities LLC | 699,637 | $57.3M | 2.56% | −403,061−36.6% | Reduced |
| FIL Ltd | 657,791 | $53.9M | 0.06% | −198,678−23.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 651,589 | $52.4M | 1.39% | −20,000−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 637,580 | $52.2M | 0.19% | −1,346−0.2% | Reduced |
| Bamco Inc | 634,145 | $51.9M | 0.15% | +82,197+14.9% | Added |
| Royal Bank of Canada | 603,789 | $49.5M | 0.01% | −256,283−29.8% | Reduced |
| Millennium Management LLC | 583,481 | $47.8M | 0.05% | +462,352+381.7% | Added |
| Los Angeles Capital Management LLC | 566,290 | $46.4M | 0.20% | +506,090+840.7% | Added |
| Epoch Investment Partners, Inc. | 557,161 | $45.6M | 0.29% | −128,161−18.7% | Reduced |
| Korea Investment CORP | 542,533 | $44.4M | 0.13% | +122,748+29.2% | Added |
| STRS Ohio | 529,581 | $43.4M | 0.19% | −36,280−6.4% | Reduced |
| State Board of Administration of Florida Retirement System | 524,787 | $43.0M | 0.10% | −1,450−0.3% | Reduced |
| CORDA Investment Management, LLC. | 506,107 | $41.5M | 3.76% | −26,667−5.0% | Reduced |
| AXA S.A. | 496,080 | $40.6M | 0.14% | +18,688+3.9% | Added |
| Adage Capital Partners GP, L.L.C. | 485,706 | $39.8M | 0.09% | +40,500+9.1% | Added |
| Citigroup Inc | 471,507 | $38.6M | 0.06% | +17,129+3.8% | Added |
| New York State Teachers Retirement System | 466,987 | $38.3M | 0.09% | +513+0.1% | Added |
| Waterfront Capital Partners, LLC | 457,238 | $37.5M | 3.79% | −202,012−30.6% | Reduced |
| Manufacturers Life Insurance Company, The | 450,474 | $36.9M | 0.02% | +65,499+17.0% | Added |
| Envestnet Asset Management Inc | 447,303 | $36.6M | 0.02% | +96,046+27.3% | Added |
| New York State Common Retirement Fund | 440,376 | $36.1M | 0.05% | −79,527−15.3% | Reduced |
| UBS Group AG | 432,928 | $35.5M | 0.02% | −434,238−50.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 426,981 | $34.4M | 2.63% | +17,281+4.2% | Added |
| Susquehanna International Group, LLP | 418,640 | $34.3M | 0.05% | −42,483−9.2% | Reduced |
| Bank of Montreal | 405,168 | $34.2M | 0.02% | +45,369+12.6% | Added |
| Retirement Systems of Alabama | 404,936 | $33.2M | 0.15% | +8,860+2.2% | Added |
| Aviva PLC | 393,149 | $32.2M | 0.14% | −66,544−14.5% | Reduced |
| DekaBank Deutsche Girozentrale | 366,797 | $29.6M | 0.07% | +15,091+4.3% | Added |
| Bowen Hanes & Co Inc | 350,943 | $28.7M | 0.97% | 00.0% | Unchanged |
| Franklin Resources Inc | 339,001 | $27.8M | 0.01% | −14,931−4.2% | Reduced |
| Presima Inc. | 326,767 | $26.8M | 6.94% | +63,024+23.9% | Added |
| UniSuper Management Pty Ltd | 326,090 | $26.7M | 0.33% | +58,067+21.7% | Added |