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 |
|---|---|---|---|---|---|
| Cbre Clarion Securities LLC | 3,164,277 | $259.2M | 5.21% | +657,417+26.2% | Added |
| Russell Investments Group, Ltd. | 3,433,139 | $280.7M | 0.56% | −11,505−0.3% | Reduced |
| Bank of New York Mellon Corp | 3,973,899 | $325.5M | 0.07% | −69,312−1.7% | Reduced |
| Nuveen Asset Management, LLC | 4,085,722 | $334.7M | 0.12% | +643,022+18.7% | Added |
| Deutsche Bank AG | 4,261,543 | $349.1M | 0.23% | −1,458,308−25.5% | Reduced |
| Centersquare Investment Management LLC | 4,483,725 | $367.3M | 4.63% | −162,191−3.5% | Reduced |
| UBS Asset Management Americas Inc | 4,977,841 | $407.8M | 0.18% | +443,815+9.8% | Added |
| Charles Schwab Investment Management Inc | 5,387,736 | $441.4M | 0.13% | +270,251+5.3% | Added |
| Resolution Capital Ltd | 5,482,151 | $449.1M | 8.90% | +49,182+0.9% | Added |
| JPMorgan Chase & Co | 5,559,613 | $455.4M | 0.05% | −1,999,254−26.4% | Reduced |
| Morgan Stanley | 6,586,771 | $539.6M | 0.05% | +208,711+3.3% | Added |
| Northern Trust Corp | 6,612,701 | $541.7M | 0.10% | +118,656+1.8% | Added |
| Legal & General Group Plc | 6,627,731 | $542.9M | 0.19% | +48,051+0.7% | Added |
| Dimensional Fund Advisors LP | 7,249,956 | $593.9M | 0.19% | +272,017+3.9% | Added |
| Price T Rowe Associates Inc | 7,282,141 | $596.6M | 0.09% | +1,215,748+20.0% | Added |
| Daiwa Securities Group Inc. | 7,887,167 | $646.1M | 4.60% | −129,606−1.6% | Reduced |
| Invesco Ltd. | 8,486,611 | $695.2M | 0.19% | +1,581,084+22.9% | Added |
| Geode Capital Management, LLC | 12,117,683 | $990.7M | 0.12% | +599,465+5.2% | Added |
| Principal Financial Group Inc | 12,925,394 | $1.06B | 0.76% | +2,596,718+25.1% | Added |
| FMR LLC | 14,308,179 | $1.17B | 0.10% | −189,666−1.3% | Reduced |
| Capital International Investors | 21,771,112 | $1.78B | 0.45% | +387,747+1.8% | Added |
| Wellington Management Group LLP | 26,819,453 | $2.20B | 0.44% | −283,817−1.0% | Reduced |
| Norges Bank | 27,196,050 | $2.23B | 0.45% | +9,578,500+54.4% | Added |
| State Street Corp | 32,518,761 | $2.66B | 0.15% | +289,360+0.9% | Added |
| Cohen & Steers, Inc. | 40,769,115 | $3.34B | 7.68% | +2,760,840+7.3% | Added |
| BlackRock Inc. | 52,625,343 | $4.31B | 0.12% | −783,760−1.5% | Reduced |
| Vanguard Group Inc | 80,757,592 | $6.62B | 0.16% | +2,156,673+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −59,419−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −52,541−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −47,624−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −47,363−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −40,089−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −25,340−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −22,788−100.0% | Sold out |
| Broderick Brian C | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −16,912−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,508−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −15,885−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −11,059−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,307−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −8,283−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Horizons Wealth Management | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Tekla Capital Management LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |