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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 48,683 | $3.99M | 0.50% | −1,270−2.5% | Reduced |
| Windward Capital Management Co | 49,454 | $4.05M | 0.40% | −130−0.3% | Reduced |
| QRG Capital Management, Inc. | 50,469 | $4.13M | 0.07% | +50,469 | New |
| Andra AP-fonden | 50,500 | $4.14M | 0.24% | −1,200−2.3% | Reduced |
| GSI Capital Advisors LLC | 50,508 | $4.14M | 2.89% | −3,060−5.7% | Reduced |
| Janney Montgomery Scott LLC | 51,435 | $4.21M | 0.02% | −2,218−4.1% | Reduced |
| Sarasin & Partners LLP | 51,895 | $4.25M | 0.05% | −4,720−8.3% | Reduced |
| SG Americas Securities, LLC | 52,835 | $4.33M | 0.06% | −29,861−36.1% | Reduced |
| Creative Planning | 53,127 | $4.35M | 0.01% | +8,801+19.9% | Added |
| Liberty Mutual Group Asset Management Inc. | 55,046 | $4.51M | 1.25% | −34,943−38.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 55,436 | $4.54M | 0.01% | +10,173+22.5% | Added |
| Allspring Global Investments Holdings, LLC | 55,491 | $4.55M | 0.01% | +1,356+2.5% | Added |
| Garland Capital Management Inc | 55,653 | $4.56M | 3.22% | +33+0.1% | Added |
| Pensionfund DSM Netherlands | 55,753 | $4.57M | 3.18% | 00.0% | Unchanged |
| South Dakota Investment Council | 57,289 | $4.69M | 0.11% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 59,809 | $4.74M | 0.01% | +6,201+11.6% | Added |
| Rafferty Asset Management, LLC | 57,955 | $4.75M | 0.03% | +5,061+9.6% | Added |
| Metis Global Partners, LLC | 58,361 | $4.78M | 0.23% | +4,435+8.2% | Added |
| Advisors Management Group Inc | 58,933 | $4.83M | 1.46% | −679−1.1% | Reduced |
| Carret Asset Management, LLC | 59,234 | $4.85M | 0.68% | −1,135−1.9% | Reduced |
| ING Groep NV | 59,267 | $4.86M | 0.04% | +59,267 | New |
| Azimuth Capital Investment Management LLC | 60,439 | $4.95M | 0.24% | +515+0.9% | Added |
| Factory Mutual Insurance Co | 60,700 | $4.97M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 60,823 | $4.98M | 0.09% | −348−0.6% | Reduced |
| Bridgewater Associates, LP | 63,822 | $5.23M | 0.03% | −139,843−68.7% | Reduced |
| HighTower Advisors, LLC | 64,331 | $5.25M | 0.01% | +3,100+5.1% | Added |
| Ci Investments Inc. | 65,019 | $5.33M | 0.03% | +63,651+4,652.9% | Added |
| Truist Financial Corp | 65,212 | $5.34M | 0.01% | −3,091−4.5% | Reduced |
| Xponance, Inc. | 66,280 | $5.43M | 0.07% | +4,201+6.8% | Added |
| First Republic Investment Management, Inc. | 66,285 | $5.43M | 0.02% | +66,285 | New |
| M&T Bank Corp | 66,640 | $5.46M | 0.02% | +2,796+4.4% | Added |
| UBS Oconnor LLC | 68,483 | $5.61M | 0.10% | +52,396+325.7% | Added |
| TCW Group Inc | 70,757 | $5.80M | 0.07% | +226+0.3% | Added |
| Pictet & Cie (Europe) SA | 72,306 | $5.92M | 0.21% | −982−1.3% | Reduced |
| CIBC Asset Management Inc | 73,612 | $6.03M | 0.03% | +5,140+7.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 73,842 | $6.05M | 0.14% | +42,635+136.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 75,493 | $6.18M | 0.08% | −8,700−10.3% | Reduced |
| Windle Wealth, LLC | 75,489 | $6.18M | 4.61% | −486−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 77,363 | $6.34M | 0.03% | −3,099−3.9% | Reduced |
| Swiss Life Asset Management Ltd | 83,083 | $6.80M | 0.11% | +21,942+35.9% | Added |
| Central Trust Co | 83,429 | $6.83M | 0.20% | −970−1.1% | Reduced |
| Utah Retirement Systems | 85,503 | $7.00M | 0.10% | +200+0.2% | Added |
| Trust Co of Toledo NA | 87,607 | $7.18M | 1.41% | −1,208−1.4% | Reduced |
| Captrust Financial Advisors | 88,500 | $7.25M | 0.03% | −74−0.1% | Reduced |
| Forsta Ap-Fonden | 89,000 | $7.29M | 0.08% | −6,200−6.5% | Reduced |
| Mariner, LLC | 89,416 | $7.33M | 0.02% | +20,101+29.0% | Added |
| Mutual of America Capital Management LLC | 89,999 | $7.37M | 0.09% | −7,975−8.1% | Reduced |
| New York Life Investment Management LLC | 90,003 | $7.37M | 0.08% | +2,945+3.4% | Added |
| Czech National Bank | 90,664 | $7.43M | 0.12% | +31,812+54.1% | Added |
| Investment Management Corp of Ontario | 91,100 | $7.46M | 0.29% | +91,100 | New |
| Venture Visionary Partners LLC | 91,500 | $7.50M | 0.45% | +77+0.1% | Added |
| Yousif Capital Management, LLC | 94,518 | $7.74M | 0.10% | −281−0.3% | Reduced |
| Westpac Banking Corp | 94,546 | $7.75M | 0.58% | +23,557+33.2% | Added |
| IFM Investors Pty Ltd | 98,544 | $8.07M | 0.11% | +3,393+3.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 102,045 | $8.36M | 0.05% | −1,902−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,300 | $8.54M | 0.07% | +17,616+20.3% | Added |
| ProShare Advisors LLC | 105,079 | $8.61M | 0.03% | −1,399−1.3% | Reduced |
| AQR Capital Management LLC | 105,286 | $8.63M | 0.02% | +8,106+8.3% | Added |
| Public Sector Pension Investment Board | 106,355 | $8.71M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 106,782 | $8.75M | 0.04% | −10,448−8.9% | Reduced |
| Texas Permanent School Fund | 107,182 | $8.78M | 0.09% | +2,959+2.8% | Added |
| Manning & Napier Group, LLC | 108,441 | $8.88M | 0.11% | +2,065+1.9% | Added |
| DnB Asset Management AS | 108,446 | $8.88M | 0.05% | +2,920+2.8% | Added |
| National Bank of Canada | 110,736 | $9.05M | 0.02% | +27,783+33.5% | Added |
| USS Investment Management Ltd | 111,658 | $9.15M | 0.10% | +5,987+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 111,709 | $9.15M | 0.03% | +111,709 | New |
| Tredje AP-fonden | 111,837 | $9.16M | 0.14% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 113,911 | $9.33M | 0.08% | +6,879+6.4% | Added |
| Commonwealth Equity Services, LLC | 114,983 | $9.42M | 0.02% | −1,212−1.0% | Reduced |
| Keybank National Association | 116,024 | $9.50M | 0.05% | −6,227−5.1% | Reduced |
| HBK Investments L P | 119,964 | $9.83M | 0.22% | +119,964 | New |
| Mirae Asset Global Investments Co., Ltd. | 123,276 | $10.1M | 0.02% | +5,492+4.7% | Added |
| D. E. Shaw & Co., Inc. | 123,684 | $10.1M | 0.02% | +119,384+2,776.4% | Added |
| Virginia Retirement Systems Et Al | 127,760 | $10.5M | 0.10% | −11,600−8.3% | Reduced |
| MetLife Investment Management | 127,870 | $10.5M | 0.08% | +1,721+1.4% | Added |
| Calamos Advisors LLC | 128,984 | $10.6M | 0.06% | 00.0% | Unchanged |
| Amalgamated Bank | 130,150 | $10.7M | 0.09% | +8,500+7.0% | Added |
| Stifel Financial Corp | 130,651 | $10.7M | 0.02% | −1,237−0.9% | Reduced |
| Cercano Management LLC | 133,289 | $10.9M | 0.39% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 133,969 | $11.0M | 0.02% | +487+0.4% | Added |
| Makena Capital Management LLC | 135,809 | $11.1M | 2.38% | +7,565+5.9% | Added |
| Thrivent Financial for Lutherans | 135,892 | $11.1M | 0.03% | −40,041−22.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 137,721 | $11.3M | 0.73% | −28,979−17.4% | Reduced |
| Arizona State Retirement System | 140,686 | $11.5M | 0.10% | −1,178−0.8% | Reduced |
| American International Group, Inc. | 141,913 | $11.6M | 0.08% | +7,323+5.4% | Added |
| State of Michigan Retirement System | 142,209 | $11.6M | 0.08% | +5,500+4.0% | Added |
| Storebrand Asset Management AS | 145,295 | $11.9M | 0.06% | −10,386−6.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 147,476 | $12.1M | 0.19% | +7,230+5.2% | Added |
| Advisor Group Holdings, Inc. | 149,405 | $12.2M | 0.02% | +42,553+39.8% | Added |
| State of Tennessee, Treasury Department | 151,222 | $12.4M | 0.05% | +28,370+23.1% | Added |
| LPL Financial LLC | 152,242 | $12.5M | 0.01% | −3,280−2.1% | Reduced |
| Davis Selected Advisers | 152,690 | $12.5M | 0.08% | −28,860−15.9% | Reduced |
| Guggenheim Capital LLC | 153,730 | $12.6M | 0.11% | −9,908−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 154,286 | $12.6M | 0.02% | +1,023+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 154,535 | $12.7M | 0.59% | −673−0.4% | Reduced |
| First Trust Advisors LP | 156,680 | $12.8M | 0.02% | +42,992+37.8% | Added |
| Tiaa Trust, National Association | 158,838 | $13.0M | 0.05% | +158,838 | New |
| Oversea-Chinese Banking CORP Ltd | 159,021 | $13.0M | 0.60% | −7,103−4.3% | Reduced |
| LGT Group Foundation | 167,912 | $13.7M | 0.34% | −724−0.4% | Reduced |
| AMF Pensionsforsakring AB | 169,582 | $13.9M | 0.14% | 00.0% | Unchanged |