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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 175,000 | $14.3M | 0.21% | 00.0% | Unchanged |
| Van Eck Associates Corp | 184,300 | $15.1M | 0.03% | +8,657+4.9% | Added |
| Vert Asset Management LLC | 185,289 | $15.2M | 7.70% | +9,024+5.1% | Added |
| Teacher Retirement System of Texas | 192,211 | $15.7M | 0.10% | +742+0.4% | Added |
| Royal London Asset Management Ltd | 193,120 | $15.8M | 0.05% | +10,050+5.5% | Added |
| Handelsbanken Fonder AB | 194,830 | $16.0M | 0.09% | +919+0.5% | Added |
| TD Asset Management Inc | 204,164 | $16.7M | 0.02% | −3,223−1.6% | Reduced |
| Natixis Advisors, L.P. | 206,029 | $16.9M | 0.05% | +63,193+44.2% | Added |
| Citadel Advisors LLC | 213,407 | $17.5M | 0.02% | +131,352+160.1% | Added |
| Brookfield Asset Management Inc. | 217,333 | $17.8M | 0.11% | +217,333 | New |
| Jane Street Group, LLC | 221,109 | $18.1M | 0.03% | −153,895−41.0% | Reduced |
| The PNC Financial Services Group, Inc. | 226,534 | $18.6M | 0.02% | −4,650−2.0% | Reduced |
| Hazelview Securities Inc. | 230,561 | $18.8M | 3.43% | −481,381−67.6% | Reduced |
| BNP Paribas Arbitrage, SA | 252,151 | $20.7M | 0.05% | −296,648−54.1% | Reduced |
| Capital International Inc | 255,568 | $20.9M | 0.40% | +38,841+17.9% | Added |
| Victory Capital Management Inc | 256,901 | $21.0M | 0.02% | +20,158+8.5% | Added |
| Treasurer of the State of North Carolina | 268,151 | $22.0M | 0.12% | +430+0.2% | Added |
| Chilton Capital Management LLC | 270,679 | $22.2M | 1.24% | −13,427−4.7% | Reduced |
| Verition Fund Management LLC | 283,490 | $23.2M | 0.31% | +268,390+1,777.4% | Added |
| B&I Capital AG | 292,350 | $23.9M | 8.66% | −34,950−10.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 293,029 | $24.0M | 0.09% | +5,646+2.0% | Added |
| Nisa Investment Advisors, LLC | 306,888 | $25.1M | 0.19% | +18,927+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 307,036 | $25.2M | 0.11% | +1,404+0.5% | Added |
| Toronto Dominion Bank | 312,891 | $25.6M | 0.04% | +234+0.1% | Added |
| State of Alaska, Department of Revenue | 314,450 | $25.8M | 0.33% | +3,114+1.0% | Added |
| Raymond James & Associates | 314,758 | $25.8M | 0.02% | +14,823+4.9% | Added |
| State of Wisconsin Investment Board | 320,324 | $26.2M | 0.08% | −122,506−27.7% | Reduced |
| UniSuper Management Pty Ltd | 326,090 | $26.7M | 0.33% | +58,067+21.7% | Added |
| Presima Inc. | 326,767 | $26.8M | 6.94% | +63,024+23.9% | Added |
| Franklin Resources Inc | 339,001 | $27.8M | 0.01% | −14,931−4.2% | Reduced |
| Bowen Hanes & Co Inc | 350,943 | $28.7M | 0.97% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 366,797 | $29.6M | 0.07% | +15,091+4.3% | Added |
| Aviva PLC | 393,149 | $32.2M | 0.14% | −66,544−14.5% | Reduced |
| Retirement Systems of Alabama | 404,936 | $33.2M | 0.15% | +8,860+2.2% | Added |
| Bank of Montreal | 405,168 | $34.2M | 0.02% | +45,369+12.6% | Added |
| Susquehanna International Group, LLP | 418,640 | $34.3M | 0.05% | −42,483−9.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 426,981 | $34.4M | 2.63% | +17,281+4.2% | Added |
| UBS Group AG | 432,928 | $35.5M | 0.02% | −434,238−50.1% | Reduced |
| New York State Common Retirement Fund | 440,376 | $36.1M | 0.05% | −79,527−15.3% | Reduced |
| Envestnet Asset Management Inc | 447,303 | $36.6M | 0.02% | +96,046+27.3% | Added |
| Manufacturers Life Insurance Company, The | 450,474 | $36.9M | 0.02% | +65,499+17.0% | Added |
| Waterfront Capital Partners, LLC | 457,238 | $37.5M | 3.79% | −202,012−30.6% | Reduced |
| New York State Teachers Retirement System | 466,987 | $38.3M | 0.09% | +513+0.1% | Added |
| Citigroup Inc | 471,507 | $38.6M | 0.06% | +17,129+3.8% | Added |
| Adage Capital Partners GP, L.L.C. | 485,706 | $39.8M | 0.09% | +40,500+9.1% | Added |
| AXA S.A. | 496,080 | $40.6M | 0.14% | +18,688+3.9% | Added |
| CORDA Investment Management, LLC. | 506,107 | $41.5M | 3.76% | −26,667−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 524,787 | $43.0M | 0.10% | −1,450−0.3% | Reduced |
| STRS Ohio | 529,581 | $43.4M | 0.19% | −36,280−6.4% | Reduced |
| Korea Investment CORP | 542,533 | $44.4M | 0.13% | +122,748+29.2% | Added |
| Epoch Investment Partners, Inc. | 557,161 | $45.6M | 0.29% | −128,161−18.7% | Reduced |
| Los Angeles Capital Management LLC | 566,290 | $46.4M | 0.20% | +506,090+840.7% | Added |
| Millennium Management LLC | 583,481 | $47.8M | 0.05% | +462,352+381.7% | Added |
| Royal Bank of Canada | 603,789 | $49.5M | 0.01% | −256,283−29.8% | Reduced |
| Bamco Inc | 634,145 | $51.9M | 0.15% | +82,197+14.9% | Added |
| State of New Jersey Common Pension Fund D | 637,580 | $52.2M | 0.19% | −1,346−0.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 651,589 | $52.4M | 1.39% | −20,000−3.0% | Reduced |
| FIL Ltd | 657,791 | $53.9M | 0.06% | −198,678−23.2% | Reduced |
| Lasalle Investment Management Securities LLC | 699,637 | $57.3M | 2.56% | −403,061−36.6% | Reduced |
| Nomura Asset Management Co Ltd | 708,914 | $58.1M | 0.27% | +39,173+5.8% | Added |
| Swedbank AB | 709,905 | $58.2M | 0.11% | +12,145+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 733,868 | $60.1M | 0.15% | +2710.0% | Added |
| California State Teachers Retirement System | 766,201 | $62.8M | 0.10% | −38,884−4.8% | Reduced |
| Aew Capital Management L P | 773,095 | $63.3M | 2.65% | +12,306+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 782,589 | $64.1M | 0.13% | +73,654+10.4% | Added |
| Neuberger Berman Group LLC | 828,775 | $67.9M | 0.06% | −20,536−2.4% | Reduced |
| Great West Life Assurance Co | 832,888 | $68.3M | 0.16% | +70,083+9.2% | Added |
| Wells Fargo & Company | 906,695 | $74.3M | 0.02% | −169,418−15.7% | Reduced |
| APG Asset Management US Inc. | 907,700 | $74.4M | 0.65% | +129,871+16.7% | Added |
| California Public Employees Retirement System | 924,708 | $75.8M | 0.07% | +15,515+1.7% | Added |
| Public Employees Retirement System of Ohio | 946,828 | $77.6M | 0.35% | +61,557+7.0% | Added |
| American Century Companies Inc | 947,865 | $77.6M | 0.06% | +128,874+15.7% | Added |
| National Pension Service | 1,015,972 | $82.4M | 0.13% | +39,499+4.0% | Added |
| Pictet Asset Management Holding SA | 1,011,759 | $82.9M | 0.10% | +1,011,759 | New |
| Rhumbline Advisers | 1,023,071 | $83.8M | 0.10% | +18,689+1.9% | Added |
| Asset Management One Co.,Ltd. | 1,027,600 | $84.2M | 0.37% | −6,093−0.6% | Reduced |
| Schroder Investment Management Group | 1,048,914 | $85.9M | 0.13% | +8,066+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067,962 | $87.5M | 0.27% | +234,717+28.2% | Added |
| Credit Suisse AG | 1,076,353 | $88.2M | 0.09% | +3,674+0.3% | Added |
| Standard Life Aberdeen plc | 1,141,439 | $93.5M | 0.24% | +103,788+10.0% | Added |
| Adelante Capital Management LLC | 1,204,151 | $98.6M | 7.98% | +49,096+4.3% | Added |
| Alliancebernstein L.P. | 1,213,765 | $99.4M | 0.04% | +63,670+5.5% | Added |
| Janus Henderson Group PLC | 1,256,409 | $103.0M | 0.07% | −287,972−18.6% | Reduced |
| Heitman Real Estate Securities LLC | 1,258,525 | $103.1M | 6.20% | −103,511−7.6% | Reduced |
| HSBC Holdings PLC | 1,280,012 | $104.8M | 0.12% | −9,972−0.8% | Reduced |
| Barclays PLC | 1,367,437 | $112.0M | 0.07% | +526,386+62.6% | Added |
| Canada Pension Plan Investment Board | 1,376,106 | $112.7M | 0.16% | +3,400+0.2% | Added |
| Swiss National Bank | 1,598,700 | $131.0M | 0.10% | −193,800−10.8% | Reduced |
| Macquarie Group Ltd | 1,686,048 | $138.1M | 0.17% | −19,838−1.2% | Reduced |
| Voya Investment Management LLC | 1,848,196 | $151.4M | 0.17% | −54,119−2.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,981,532 | $162.3M | 2.14% | +64,820+3.4% | Added |
| SEI Investments Co | 1,990,064 | $163.0M | 0.29% | +233,955+13.3% | Added |
| Ameriprise Financial Inc | 2,303,340 | $187.2M | 0.06% | −163,586−6.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,319,745 | $190.0M | 0.16% | −301,404−11.5% | Reduced |
| PGGM Investments | 2,360,329 | $193.4M | 3.34% | +69,903+3.1% | Added |
| Boston Partners | 2,579,105 | $211.3M | 0.29% | +3,098+0.1% | Added |
| Amundi | 2,626,709 | $223.7M | 0.11% | −12,015−0.5% | Reduced |
| Prudential Financial Inc | 2,903,421 | $237.8M | 0.37% | −100,376−3.3% | Reduced |
| Goldman Sachs Group Inc | 2,984,226 | $244.5M | 0.06% | +277,932+10.3% | Added |
| Bank of America Corp | 3,145,336 | $257.7M | 0.03% | +963,868+44.2% | Added |