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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 320,324 | $26.2M | 0.08% | −122,506−27.7% | Reduced |
| Raymond James & Associates | 314,758 | $25.8M | 0.02% | +14,823+4.9% | Added |
| State of Alaska, Department of Revenue | 314,450 | $25.8M | 0.33% | +3,114+1.0% | Added |
| Toronto Dominion Bank | 312,891 | $25.6M | 0.04% | +234+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 307,036 | $25.2M | 0.11% | +1,404+0.5% | Added |
| Nisa Investment Advisors, LLC | 306,888 | $25.1M | 0.19% | +18,927+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 293,029 | $24.0M | 0.09% | +5,646+2.0% | Added |
| B&I Capital AG | 292,350 | $23.9M | 8.66% | −34,950−10.7% | Reduced |
| Verition Fund Management LLC | 283,490 | $23.2M | 0.31% | +268,390+1,777.4% | Added |
| Chilton Capital Management LLC | 270,679 | $22.2M | 1.24% | −13,427−4.7% | Reduced |
| Treasurer of the State of North Carolina | 268,151 | $22.0M | 0.12% | +430+0.2% | Added |
| Victory Capital Management Inc | 256,901 | $21.0M | 0.02% | +20,158+8.5% | Added |
| Capital International Inc | 255,568 | $20.9M | 0.40% | +38,841+17.9% | Added |
| BNP Paribas Arbitrage, SA | 252,151 | $20.7M | 0.05% | −296,648−54.1% | Reduced |
| Hazelview Securities Inc. | 230,561 | $18.8M | 3.43% | −481,381−67.6% | Reduced |
| The PNC Financial Services Group, Inc. | 226,534 | $18.6M | 0.02% | −4,650−2.0% | Reduced |
| Jane Street Group, LLC | 221,109 | $18.1M | 0.03% | −153,895−41.0% | Reduced |
| Brookfield Asset Management Inc. | 217,333 | $17.8M | 0.11% | +217,333 | New |
| Citadel Advisors LLC | 213,407 | $17.5M | 0.02% | +131,352+160.1% | Added |
| Natixis Advisors, L.P. | 206,029 | $16.9M | 0.05% | +63,193+44.2% | Added |
| TD Asset Management Inc | 204,164 | $16.7M | 0.02% | −3,223−1.6% | Reduced |
| Handelsbanken Fonder AB | 194,830 | $16.0M | 0.09% | +919+0.5% | Added |
| Royal London Asset Management Ltd | 193,120 | $15.8M | 0.05% | +10,050+5.5% | Added |
| Teacher Retirement System of Texas | 192,211 | $15.7M | 0.10% | +742+0.4% | Added |
| Vert Asset Management LLC | 185,289 | $15.2M | 7.70% | +9,024+5.1% | Added |
| Van Eck Associates Corp | 184,300 | $15.1M | 0.03% | +8,657+4.9% | Added |
| Employees Retirement System of Texas | 175,000 | $14.3M | 0.21% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 169,582 | $13.9M | 0.14% | 00.0% | Unchanged |
| LGT Group Foundation | 167,912 | $13.7M | 0.34% | −724−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 159,021 | $13.0M | 0.60% | −7,103−4.3% | Reduced |
| Tiaa Trust, National Association | 158,838 | $13.0M | 0.05% | +158,838 | New |
| First Trust Advisors LP | 156,680 | $12.8M | 0.02% | +42,992+37.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 154,535 | $12.7M | 0.59% | −673−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 154,286 | $12.6M | 0.02% | +1,023+0.7% | Added |
| Guggenheim Capital LLC | 153,730 | $12.6M | 0.11% | −9,908−6.1% | Reduced |
| Davis Selected Advisers | 152,690 | $12.5M | 0.08% | −28,860−15.9% | Reduced |
| LPL Financial LLC | 152,242 | $12.5M | 0.01% | −3,280−2.1% | Reduced |
| State of Tennessee, Treasury Department | 151,222 | $12.4M | 0.05% | +28,370+23.1% | Added |
| Advisor Group Holdings, Inc. | 149,405 | $12.2M | 0.02% | +42,553+39.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 147,476 | $12.1M | 0.19% | +7,230+5.2% | Added |
| Storebrand Asset Management AS | 145,295 | $11.9M | 0.06% | −10,386−6.7% | Reduced |
| State of Michigan Retirement System | 142,209 | $11.6M | 0.08% | +5,500+4.0% | Added |
| American International Group, Inc. | 141,913 | $11.6M | 0.08% | +7,323+5.4% | Added |
| Arizona State Retirement System | 140,686 | $11.5M | 0.10% | −1,178−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 137,721 | $11.3M | 0.73% | −28,979−17.4% | Reduced |
| Thrivent Financial for Lutherans | 135,892 | $11.1M | 0.03% | −40,041−22.8% | Reduced |
| Makena Capital Management LLC | 135,809 | $11.1M | 2.38% | +7,565+5.9% | Added |
| Allianz Asset Management GmbH | 133,969 | $11.0M | 0.02% | +487+0.4% | Added |
| Cercano Management LLC | 133,289 | $10.9M | 0.39% | 00.0% | Unchanged |
| Stifel Financial Corp | 130,651 | $10.7M | 0.02% | −1,237−0.9% | Reduced |
| Amalgamated Bank | 130,150 | $10.7M | 0.09% | +8,500+7.0% | Added |
| Calamos Advisors LLC | 128,984 | $10.6M | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 127,870 | $10.5M | 0.08% | +1,721+1.4% | Added |
| Virginia Retirement Systems Et Al | 127,760 | $10.5M | 0.10% | −11,600−8.3% | Reduced |
| D. E. Shaw & Co., Inc. | 123,684 | $10.1M | 0.02% | +119,384+2,776.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 123,276 | $10.1M | 0.02% | +5,492+4.7% | Added |
| HBK Investments L P | 119,964 | $9.83M | 0.22% | +119,964 | New |
| Keybank National Association | 116,024 | $9.50M | 0.05% | −6,227−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 114,983 | $9.42M | 0.02% | −1,212−1.0% | Reduced |
| Nissay Asset Management Corp | 113,911 | $9.33M | 0.08% | +6,879+6.4% | Added |
| Tredje AP-fonden | 111,837 | $9.16M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 111,709 | $9.15M | 0.03% | +111,709 | New |
| USS Investment Management Ltd | 111,658 | $9.15M | 0.10% | +5,987+5.7% | Added |
| National Bank of Canada | 110,736 | $9.05M | 0.02% | +27,783+33.5% | Added |
| DnB Asset Management AS | 108,446 | $8.88M | 0.05% | +2,920+2.8% | Added |
| Manning & Napier Group, LLC | 108,441 | $8.88M | 0.11% | +2,065+1.9% | Added |
| Texas Permanent School Fund | 107,182 | $8.78M | 0.09% | +2,959+2.8% | Added |
| Cerity Partners LLC | 106,782 | $8.75M | 0.04% | −10,448−8.9% | Reduced |
| Public Sector Pension Investment Board | 106,355 | $8.71M | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 105,286 | $8.63M | 0.02% | +8,106+8.3% | Added |
| ProShare Advisors LLC | 105,079 | $8.61M | 0.03% | −1,399−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,300 | $8.54M | 0.07% | +17,616+20.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 102,045 | $8.36M | 0.05% | −1,902−1.8% | Reduced |
| IFM Investors Pty Ltd | 98,544 | $8.07M | 0.11% | +3,393+3.6% | Added |
| Westpac Banking Corp | 94,546 | $7.75M | 0.58% | +23,557+33.2% | Added |
| Yousif Capital Management, LLC | 94,518 | $7.74M | 0.10% | −281−0.3% | Reduced |
| Venture Visionary Partners LLC | 91,500 | $7.50M | 0.45% | +77+0.1% | Added |
| Investment Management Corp of Ontario | 91,100 | $7.46M | 0.29% | +91,100 | New |
| Czech National Bank | 90,664 | $7.43M | 0.12% | +31,812+54.1% | Added |
| New York Life Investment Management LLC | 90,003 | $7.37M | 0.08% | +2,945+3.4% | Added |
| Mutual of America Capital Management LLC | 89,999 | $7.37M | 0.09% | −7,975−8.1% | Reduced |
| Mariner, LLC | 89,416 | $7.33M | 0.02% | +20,101+29.0% | Added |
| Forsta Ap-Fonden | 89,000 | $7.29M | 0.08% | −6,200−6.5% | Reduced |
| Captrust Financial Advisors | 88,500 | $7.25M | 0.03% | −74−0.1% | Reduced |
| Trust Co of Toledo NA | 87,607 | $7.18M | 1.41% | −1,208−1.4% | Reduced |
| Utah Retirement Systems | 85,503 | $7.00M | 0.10% | +200+0.2% | Added |
| Central Trust Co | 83,429 | $6.83M | 0.20% | −970−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 83,083 | $6.80M | 0.11% | +21,942+35.9% | Added |
| Public Employees Retirement Association of Colorado | 77,363 | $6.34M | 0.03% | −3,099−3.9% | Reduced |
| Windle Wealth, LLC | 75,489 | $6.18M | 4.61% | −486−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 75,493 | $6.18M | 0.08% | −8,700−10.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 73,842 | $6.05M | 0.14% | +42,635+136.6% | Added |
| CIBC Asset Management Inc | 73,612 | $6.03M | 0.03% | +5,140+7.5% | Added |
| Pictet & Cie (Europe) SA | 72,306 | $5.92M | 0.21% | −982−1.3% | Reduced |
| TCW Group Inc | 70,757 | $5.80M | 0.07% | +226+0.3% | Added |
| UBS Oconnor LLC | 68,483 | $5.61M | 0.10% | +52,396+325.7% | Added |
| M&T Bank Corp | 66,640 | $5.46M | 0.02% | +2,796+4.4% | Added |
| First Republic Investment Management, Inc. | 66,285 | $5.43M | 0.02% | +66,285 | New |
| Xponance, Inc. | 66,280 | $5.43M | 0.07% | +4,201+6.8% | Added |
| Truist Financial Corp | 65,212 | $5.34M | 0.01% | −3,091−4.5% | Reduced |