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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 65,019 | $5.33M | 0.03% | +63,651+4,652.9% | Added |
| HighTower Advisors, LLC | 64,331 | $5.25M | 0.01% | +3,100+5.1% | Added |
| Bridgewater Associates, LP | 63,822 | $5.23M | 0.03% | −139,843−68.7% | Reduced |
| Pinnacle Associates Ltd | 60,823 | $4.98M | 0.09% | −348−0.6% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $4.97M | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 60,439 | $4.95M | 0.24% | +515+0.9% | Added |
| ING Groep NV | 59,267 | $4.86M | 0.04% | +59,267 | New |
| Carret Asset Management, LLC | 59,234 | $4.85M | 0.68% | −1,135−1.9% | Reduced |
| Advisors Management Group Inc | 58,933 | $4.83M | 1.46% | −679−1.1% | Reduced |
| Metis Global Partners, LLC | 58,361 | $4.78M | 0.23% | +4,435+8.2% | Added |
| Rafferty Asset Management, LLC | 57,955 | $4.75M | 0.03% | +5,061+9.6% | Added |
| Mackenzie Financial Corp | 59,809 | $4.74M | 0.01% | +6,201+11.6% | Added |
| South Dakota Investment Council | 57,289 | $4.69M | 0.11% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 55,753 | $4.57M | 3.18% | 00.0% | Unchanged |
| Garland Capital Management Inc | 55,653 | $4.56M | 3.22% | +33+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 55,491 | $4.55M | 0.01% | +1,356+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 55,436 | $4.54M | 0.01% | +10,173+22.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 55,046 | $4.51M | 1.25% | −34,943−38.8% | Reduced |
| Creative Planning | 53,127 | $4.35M | 0.01% | +8,801+19.9% | Added |
| SG Americas Securities, LLC | 52,835 | $4.33M | 0.06% | −29,861−36.1% | Reduced |
| Sarasin & Partners LLP | 51,895 | $4.25M | 0.05% | −4,720−8.3% | Reduced |
| Janney Montgomery Scott LLC | 51,435 | $4.21M | 0.02% | −2,218−4.1% | Reduced |
| GSI Capital Advisors LLC | 50,508 | $4.14M | 2.89% | −3,060−5.7% | Reduced |
| Andra AP-fonden | 50,500 | $4.14M | 0.24% | −1,200−2.3% | Reduced |
| QRG Capital Management, Inc. | 50,469 | $4.13M | 0.07% | +50,469 | New |
| Windward Capital Management Co | 49,454 | $4.05M | 0.40% | −130−0.3% | Reduced |
| Callahan Advisors, LLC | 48,683 | $3.99M | 0.50% | −1,270−2.5% | Reduced |
| Peapack Gladstone Financial Corp | 47,736 | $3.91M | 0.07% | +418+0.9% | Added |
| Cetera Advisor Networks LLC | 47,454 | $3.89M | 0.02% | +2,530+5.6% | Added |
| Bank of Nova Scotia | 47,200 | $3.87M | 0.01% | +7,029+17.5% | Added |
| Advisors Asset Management, Inc. | 45,600 | $3.74M | 0.08% | −5,852−11.4% | Reduced |
| British Columbia Investment Management Corp | 45,186 | $3.70M | 0.04% | +428+1.0% | Added |
| Gulf International Bank (UK) Ltd | 45,158 | $3.70M | 0.10% | −4,879−9.8% | Reduced |
| Candriam Luxembourg S.C.A. | 44,714 | $3.66M | 0.03% | +40.0% | Added |
| Norinchukin Bank, The | 44,663 | $3.66M | 0.09% | −9,819−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,992 | $3.60M | 0.00% | −16,354−27.1% | Reduced |
| Private Asset Management Inc | 43,053 | $3.53M | 0.83% | +1,706+4.1% | Added |
| Rockefeller Capital Management L.P. | 42,995 | $3.52M | 0.01% | −14,377−25.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.46M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 42,042 | $3.44M | 0.14% | +208+0.5% | Added |
| Elo Mutual Pension Insurance Co | 41,600 | $3.41M | 0.11% | +759+1.9% | Added |
| Voloridge Investment Management, LLC | 41,560 | $3.40M | 0.02% | +41,560 | New |
| APG Asset Management N.V. | 41,250 | $3.38M | 0.01% | +21,000+103.7% | Added |
| Kentucky Retirement Systems | 40,689 | $3.33M | 0.12% | +727+1.8% | Added |
| Fifth Third Bancorp | 40,341 | $3.30M | 0.02% | +1,921+5.0% | Added |
| Oppenheimer Asset Management Inc. | 40,317 | $3.30M | 0.05% | +323+0.8% | Added |
| Oregon Public Employees Retirement Fund | 40,154 | $3.29M | 0.05% | +1,490+3.9% | Added |
| Nordea Investment Management AB | 39,324 | $3.25M | 0.00% | −512−1.3% | Reduced |
| US Bancorp | 39,402 | $3.23M | 0.01% | +185+0.5% | Added |
| Brown Advisory Inc | 39,206 | $3.21M | 0.01% | −1,102−2.7% | Reduced |
| Vident Advisory, LLC | 39,205 | $3.21M | 0.10% | +39,205 | New |
| Prudential PLC | 37,993 | $3.11M | 0.04% | +4,804+14.5% | Added |
| Maryland State Retirement & Pension System | 37,946 | $3.11M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 37,892 | $3.10M | 0.09% | +2,941+8.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,614 | $3.08M | 0.05% | +3,108+9.0% | Added |
| Metropolitan Life Insurance Co | 37,392 | $3.06M | 0.16% | +550+1.5% | Added |
| Securian Asset Management, Inc | 37,224 | $3.05M | 0.09% | −3,322−8.2% | Reduced |
| KMG Fiduciary Partners, LLC | 37,204 | $3.05M | 0.40% | −905−2.4% | Reduced |
| Lockheed Martin Investment Management Co | 38,053 | $3.00M | 0.23% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $2.99M | 0.04% | +36,500 | New |
| Cambridge Investment Research Advisors, Inc. | 35,652 | $2.92M | 0.01% | −3,227−8.3% | Reduced |
| Capital Group Private Client Services, Inc. | 35,311 | $2.89M | 0.04% | −854−2.4% | Reduced |
| National Asset Management, Inc. | 34,439 | $2.82M | 0.08% | +63+0.2% | Added |
| Spinnaker Trust | 33,936 | $2.78M | 0.21% | −2,795−7.6% | Reduced |
| Wealthfront Advisers LLC | 33,863 | $2.77M | 0.01% | +10,407+44.4% | Added |
| Agf Management Ltd | 33,369 | $2.73M | 0.02% | −1,558−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,313 | $2.73M | 0.04% | +2,916+9.6% | Added |
| KBC Group NV | 32,634 | $2.67M | 0.01% | +414+1.3% | Added |
| Natixis | 32,414 | $2.66M | 0.02% | +30,984+2,166.7% | Added |
| Vestcor Inc | 32,303 | $2.65M | 0.10% | −45,323−58.4% | Reduced |
| CI Private Wealth, LLC | 32,163 | $2.64M | 0.01% | +2,631+8.9% | Added |
| Impax Asset Management Group plc | 32,153 | $2.63M | 0.01% | −911−2.8% | Reduced |
| Louisiana State Employees Retirement System | 32,100 | $2.63M | 0.06% | +1,400+4.6% | Added |
| Caisse de Depot Et Placement du Quebec | 32,000 | $2.62M | 0.01% | +32,000 | New |
| Pacer Advisors, Inc. | 31,696 | $2.60M | 0.01% | +873+2.8% | Added |
| Westover Capital Advisors, LLC | 31,162 | $2.55M | 0.92% | +31,162 | New |
| Shell Asset Management Co | 30,969 | $2.54M | 0.10% | −558−1.8% | Reduced |
| MML Investors Services, LLC | 30,864 | $2.53M | 0.01% | −326−1.0% | Reduced |
| Kinneret Advisory, LLC | 30,587 | $2.51M | 0.31% | −18−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,411 | $2.49M | 0.05% | −13,000−29.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 30,315 | $2.48M | 0.72% | −1,770−5.5% | Reduced |
| Blair William & Co | 30,086 | $2.46M | 0.01% | +1,472+5.1% | Added |
| Fred Alger Management, LLC | 29,825 | $2.44M | 0.01% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 29,558 | $2.42M | 1.72% | −1,375−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,812 | $2.36M | 0.31% | +218+0.8% | Added |
| CIBC World Markets Corp | 28,631 | $2.35M | 0.02% | −29,609−50.8% | Reduced |
| Mercer Global Advisors Inc | 27,942 | $2.29M | 0.01% | −1,574−5.3% | Reduced |
| Ostrum Asset Management | 27,722 | $2.27M | 0.21% | +459+1.7% | Added |
| Boston Family Office LLC | 27,516 | $2.25M | 0.18% | +72+0.3% | Added |
| Gotham Asset Management, LLC | 27,513 | $2.25M | 0.05% | −320−1.1% | Reduced |
| Lincluden Management Ltd | 27,371 | $2.24M | 0.27% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,608 | $2.23M | 0.05% | −181−0.7% | Reduced |
| Ethic Inc. | 26,926 | $2.21M | 0.08% | +5,624+26.4% | Added |
| Commerce Bank | 26,757 | $2.19M | 0.02% | +1,156+4.5% | Added |
| Romano Brothers and Company | 26,691 | $2.19M | 0.34% | +80.0% | Added |
| Jefferies Financial Group Inc. | 26,457 | $2.17M | 0.05% | +26,457 | New |
| New Mexico Educational Retirement Board | 25,848 | $2.12M | 0.09% | +2,900+12.6% | Added |
| Pensionfund Sabic | 25,259 | $2.07M | 0.73% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 25,190 | $2.06M | 0.04% | −11,600−31.5% | Reduced |
| Private Advisor Group, LLC | 25,167 | $2.06M | 0.02% | +127+0.5% | Added |